Civic Intelligence

Sheet Metal Workers Local 104 Apprentice & Journeyman Training Program

990 • Fiscal year 2021 • EIN 94-6138707

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization ProfileN/A
1401 Greenville RoadLivermore, CA 94550

(510) 483-9035

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

25th percentile

0.04x

Higher debt load relative to assets than 25% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.18x

Higher debt load relative to revenue than 39% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Net Margin

37th percentile

6.3%

Higher net margin than 37% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

65th percentile

$310,268

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Asset Growth

29th percentile

3.2%

Faster asset growth than 29% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

22nd percentile

-4.3%

Faster revenue growth than 22% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$46,216,539

Up $1,412,018 (+3.2%) from 2020

Net Assets

Up

$44,186,220

Up $962,527 (+2.2%) from 2020

Liabilities

Up

$2,030,319

Up $449,491 (+28%) from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin37th percentile

Revenue

Down

$11,273,871

Down $501,634 (-4.3%) from 2020

Expenses

Up

$10,566,491

Up $767,625 (+7.8%) from 2020

Net Income

Down

$707,380

Down $1,269,259 (-64%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2010: $20,664,956Liabilities 2010: $6,287,070Net Assets 2010: $14,377,8862010Assets 2011: $20,429,689Liabilities 2011: $5,892,035Net Assets 2011: $14,537,6542011Assets 2012: $23,765,822Liabilities 2012: $5,467,189Net Assets 2012: $18,298,6332012Assets 2013: $28,758,478Liabilities 2013: $7,966,715Net Assets 2013: $20,791,7632013Assets 2014: $30,044,408Liabilities 2014: $6,704,100Net Assets 2014: $23,340,3082014Assets 2015: $30,108,965Liabilities 2015: $4,353,610Net Assets 2015: $25,755,3552015Assets 2016: $33,790,055Liabilities 2016: $5,543,452Net Assets 2016: $28,246,6032016Assets 2017: $37,215,159Liabilities 2017: $5,310,839Net Assets 2017: $31,904,3202017Assets 2018: $36,557,771Liabilities 2018: $1,675,558Net Assets 2018: $34,882,2132018Assets 2019: $42,359,328Liabilities 2019: $1,571,262Net Assets 2019: $40,788,0662019Assets 2020: $44,804,521Liabilities 2020: $1,580,828Net Assets 2020: $43,223,6932020Assets 2021: $46,216,539Liabilities 2021: $2,030,319Net Assets 2021: $44,186,2202021Assets 2022: $52,027,601Liabilities 2022: $1,665,538Net Assets 2022: $50,362,0632022Assets 2023: $54,022,607Liabilities 2023: $1,441,798Net Assets 2023: $52,580,8092023Assets 2024: $53,812,419Liabilities 2024: $1,155,576Net Assets 2024: $52,656,8432024

Highlighted filing

2021

Assets$46,216,539
Liabilities$2,030,319
Net Assets$44,186,220
Open 2021 Filing

Operations Trend

Revenue Growth22nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$15M$10M$5.0M$0Expenses 2010: $5,116,4782010Expenses 2011: $4,782,4022011Expenses 2012: $4,629,7392012Revenue 2013: $6,846,114Expenses 2013: $5,461,385Net Income 2013: $1,384,7292013Revenue 2014: $9,134,489Expenses 2014: $6,131,982Net Income 2014: $3,002,5072014Revenue 2015: $8,733,266Expenses 2015: $5,925,383Net Income 2015: $2,807,8832015Revenue 2016: $10,203,674Expenses 2016: $8,188,093Net Income 2016: $2,015,5812016Revenue 2017: $11,297,481Expenses 2017: $7,754,579Net Income 2017: $3,542,9022017Revenue 2018: $11,794,749Expenses 2018: $8,188,264Net Income 2018: $3,606,4852018Revenue 2019: $13,137,022Expenses 2019: $8,477,557Net Income 2019: $4,659,4652019Revenue 2020: $11,775,505Expenses 2020: $9,798,866Net Income 2020: $1,976,6392020Revenue 2021: $11,273,871Expenses 2021: $10,566,491Net Income 2021: $707,3802021Revenue 2022: $19,876,096Expenses 2022: $11,301,111Net Income 2022: $8,574,9852022Revenue 2023: $11,726,351Expenses 2023: $10,078,932Net Income 2023: $1,647,4192023Revenue 2024: $10,947,183Expenses 2024: $10,932,624Net Income 2024: $14,5592024

Highlighted filing

2021

Revenue$11,273,871
Expenses$10,566,491
Net Income$707,380
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Gross Receipts
$12,761,499
Mission and Program Overview

Mission

To further the education and training of apprentices & journeypersons.

Sheet metal workers local 104 and bay area industry training fund is a joint labor-management trust dedicated to provide men and women of the sheet metal industry the highest level of training, skills and knowledge in this trade.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$43,223,693$44,186,220▲ $962,527
Land, Buildings, and Equipment, Net$26,167,174$17,824,210▼ $8,342,964
Investments in Publicly Traded Securities$13,395,110$13,671,217▲ $276,107
Accounts Receivable$3,409,750$2,557,021▼ $852,729
Cash and Non-Interest-Bearing Accounts$200,916$1,917,440▲ $1,716,524
Savings and Temporary Cash Investments$570,037$564,035▼ $6,002
Prepaid Expenses and Deferred Charges$11,058$11,398▲ $340
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$44,804,521$46,216,539▲ $1,412,018
Other Assets Total$1,050,476$9,671,218▲ $8,620,742
Liabilities
Other Liabilities$1,237,784$1,204,314▼ $33,470
Accounts Payable and Accrued Expenses$343,044$826,005▲ $482,961
Total Liabilities$1,580,828$2,030,319▲ $449,491
Net Assets / Fund Balance
Total Net Assets Fund Balance$43,223,693$44,186,220▲ $962,527
Total Liabilities and Net Assets / Fund Balance$44,804,521$46,216,539▲ $1,412,018

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$12,631,748$10,621,039$23,252,787
Land$4,802,000-$4,802,000
Equipment$390,462$1,998,159$2,388,621
Other Assets Org$8,700,257--
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Benjamin a RiveraAdministratorFT$180,075$130,193$310,268
Timothy S MyresAdministratorFT$180,075$121,042$301,117
Brad De YoungTrng CoordFT$180,136$98,053$278,189
Raymond D GuchoTrng CoordFT$180,075$98,053$278,128
Henry FunckeCurriculum CoordFT$177,639$98,053$275,692

Board Members and Trustees

NameTitle
Paul D IrwinTrustee/co-chair
Rick WernerTrustee/co-chair
Brian WernerTrustee
Brian a MastersTrustee
Casey Van Den HeuvelTrustee
Chad JohnstonTrustee
Charlie ThrosselTrustee
Jeff SalvottiTrustee
Jim ConwayTrustee
Kathy De JongTrustee
Keith DiasTrustee
Richard KoenigTrustee
SEAN E O'DONOGHUETrustee
Sean GreenwoodTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Jm O' Neill INCContractor354 EARHART WAY, Livermore, CA 94551$803,970
Revenue and Support

Revenue Composition

Contributions and Grants
$744,707
Program Service Revenue
$8,499,221
Investment Income
$690,782
Other Revenue
$1,339,161
All Other Contributions
$81,417
Change in Net Assets
$707,380

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table35$47,983Cost
Total Noncash Contributions35$47,983-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,134,281
Other Expenses$2,903,038
Grants and Similar Amounts Paid$529,172
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,209,059$268,663-$4,477,722
Other Employee Benefits$1,295,620--$1,295,620
Depreciation Depletion$1,184,314$75,594-$1,259,908
Pension Plan Contributions$1,048,056--$1,048,056
Occupancy$755,455$48,220-$803,675
Grants to Domestic Individuals$529,172--$529,172
Payroll Taxes$294,110$18,773-$312,883
Insurance$145,437$9,283-$154,720
Fees for Services Accounting-$87,837-$87,837
Office Expenses$75,604$4,826-$80,430
Fees for Services Legal-$78,365-$78,365
Information Technology$54,183$3,459-$57,642
Fees for Service Investment Mgmnt Fees$39,265$2,506-$41,771
Travel$31,588$2,016-$33,604
Fees for Services Other$19,341$1,235-$20,576
Conferences and Meetings$6,230$398-$6,628
Other Expenses$1,026$65-$1,091
Total Functional Expenses$9,965,251$601,240$0$10,566,491
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$99,114
Fundraising Gross Income$99,114
Gaming Direct Expenses$47,983
Gaming Gross Income$19,574
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$190,700$99,114$61,140$37,974
Total Events$190,700$99,114$99,114$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Withdrawal Liability$1,171,082
Due to Local 104-exp Reimbursement$33,232
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“Trust does not have a committee with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“A copy of form 990 was provided to the organization's governing body before the return was filed. Chairman of the board and co-chairman of the board review the form before it is filed with irs.”

Form 990, Part VI, Section B, Line 12C

“The trustees review and sign the conflict-of-interest policy annually at a board of trustees meeting. Trustees are required to disclose in writing any relationships or interest that could give rise to a conflict. If there is a conflict of interest, the conflicting interest is fully disclosed and documented in writing. The trustee or fiduciary with the conflict of interest is excluded from the discussion and approval of the transaction.”

Form 990, Part VI, Section C, Line 19

“The organization does not make its governing documents or financial statements available to the public. Upon request, the organization makes its governing documents and financial information available to the organization's members.”

Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers Local 104
EIN
94-6138707
Phone
5104839035
Address
1401 GREENVILLE ROAD, LIVERMORE, CA 94550

Signing Officer

Name
Rick Werner
Title
Chairman
Phone
5104839035
Signed
2022-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rick Werner
Formed
1966
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
87
Volunteers
0

Preparer

Firm
Withumsmithbrown Pc
Address
5000 EXECUTIVE PARKWAY SUITE 400, SAN RAMON, CA 94583-4346
Preparer
Joseph M Thiermann
Phone
9252779100
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The organization has a board of trustees that assumes responsibility for oversight of the audit of its financial statements and selection of an independent accountant. This process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The trust's administrator has analyzed the tax positions taken and has concluded that, as of december 31, 2021, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The trust is subject to routine audits by the taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The trust's administrator believes it is no longer subject to income tax examinations for the calendar years prior to 2018.”

Raw XML AppendixShowing 400 of 757 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14180075
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15180075
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16180075
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17177639
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18180136
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE/CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE/CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRNG COORD
IRS990/Form990PartVIISectionAGrp/TitleTxt15ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17CURRICULUM COORD
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRNG COORD
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01966
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt091586
IRS990/FundraisingDirectExpensesAmt099114
IRS990/FundraisingGrossIncomeAmt099114
IRS990/GainOrLossGrp/SecuritiesAmt0269980
IRS990/GamingActivitiesInd01
IRS990/GamingDirectExpensesAmt047983
IRS990/GamingGrossIncomeAmt019574
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GovernmentGrantsAmt0571704
IRS990/GrantAmt0529172
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0529172
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0529172
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01610511
IRS990/GrossReceiptsAmt012761499
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt05
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt03459
IRS990/InformationTechnologyGrp/ProgramServicesAmt054183
IRS990/InformationTechnologyGrp/TotalAmt057642
IRS990/InsuranceGrp/ManagementAndGeneralAmt09283
IRS990/InsuranceGrp/ProgramServicesAmt0145437
IRS990/InsuranceGrp/TotalAmt0154720
IRS990/InvestmentIncomeGrp/ExclusionAmt0420802
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0420802
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt013395110
IRS990/InvestmentsPubTradedSecGrp/EOYAmt013671217
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt012619198
IRS990/LandBldgEquipBasisNetGrp/BOYAmt026167174
IRS990/LandBldgEquipBasisNetGrp/EOYAmt017824210
IRS990/LandBldgEquipCostOrOtherBssAmt030443408
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01340531
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO FURTHER THE EDUCATION AND TRAINING OF APPRENTICES & JOURNEYPERSONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt043223693
IRS990/NetAssetsOrFundBalancesEOYAmt044186220
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0269980
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0269980
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/ExclusionAmt0-28409
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt0-28409
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0194331
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt047983
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt048220
IRS990/OccupancyGrp/ProgramServicesAmt0755455
IRS990/OccupancyGrp/TotalAmt0803675
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04826
IRS990/OfficeExpensesGrp/ProgramServicesAmt075604
IRS990/OfficeExpensesGrp/TotalAmt080430
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01050476
IRS990/OtherAssetsTotalGrp/EOYAmt09671218
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01295620
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01295620
IRS990/OtherExpensesGrp/Desc0TRAINING MATERIAL
IRS990/OtherExpensesGrp/Desc1INSTRUCTOR TRAINING
IRS990/OtherExpensesGrp/Desc2AWARDS AND SELECTION CO
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt065
IRS990/OtherExpensesGrp/ProgramServicesAmt0269476
IRS990/OtherExpensesGrp/ProgramServicesAmt14440
IRS990/OtherExpensesGrp/ProgramServicesAmt22875
IRS990/OtherExpensesGrp/ProgramServicesAmt31026
IRS990/OtherExpensesGrp/TotalAmt0269476
IRS990/OtherExpensesGrp/TotalAmt14440
IRS990/OtherExpensesGrp/TotalAmt22875
IRS990/OtherExpensesGrp/TotalAmt31091
IRS990/OtherLiabilitiesGrp/BOYAmt01237784
IRS990/OtherLiabilitiesGrp/EOYAmt01204314
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0COLLEGE REIMBURSEMENTS
IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME
IRS990/OtherRevenueMiscGrp/Desc2SALE OF SUPPLIES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01359545
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt17374
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt2651
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01359545
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt17374
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2651
IRS990/OtherRevenueTotalAmt01367570
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0268663
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04209059
IRS990/OtherSalariesAndWagesGrp/TotalAmt04477722
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt018773
IRS990/PayrollTaxesGrp/ProgramServicesAmt0294110
IRS990/PayrollTaxesGrp/TotalAmt0312883
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01048056
IRS990/PensionPlanContributionsGrp/TotalAmt01048056
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt011058
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt011398
IRS990/PrincipalOfficerNm0RICK WERNER
IRS990/PriorPeriodAdjustmentsAmt060816
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt08324075
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1175146
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08324075
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1175146
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01168280
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0537623
IRS990/PYInvestmentIncomeAmt0586647
IRS990/PYOtherExpensesAmt03076792
IRS990/PYOtherRevenueAmt0950729
IRS990/PYProgramServiceRevenueAmt09069849
IRS990/PYRevenuesLessExpensesAmt01976639
IRS990/PYSalariesCompEmpBnftPaidAmt06184451
IRS990/PYTotalExpensesAmt09798866
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt011775505
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0707380
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt09866791
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt043223693
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt044186220
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0570037
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0564035

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,216,539
Liabilities
$2,030,319
Net assets
$44,186,220
Revenue
$11,273,871
Expenses
$10,566,491
Net income
$707,380
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$53.8$1.16$52.7$10.9$10.9$0.01
2023Detailed filing. Detailed filing data is available for this year.$54.0$1.44$52.6$11.7$10.1$1.65
2022Detailed filing. Detailed filing data is available for this year.$52.0$1.67$50.4$19.9$11.3$8.57
2021Detailed filing. Detailed filing data is available for this year.$46.2$2.03$44.2$11.3$10.6$0.71
2020Detailed filing. Detailed filing data is available for this year.$44.8$1.58$43.2$11.8$9.80$1.98
2019Detailed filing. Detailed filing data is available for this year.$42.4$1.57$40.8$13.1$8.48$4.66
2018Detailed filing. Detailed filing data is available for this year.$36.6$1.68$34.9$11.8$8.19$3.61
2017Detailed filing. Detailed filing data is available for this year.$37.2$5.31$31.9$11.3$7.75$3.54
2016Detailed filing. Detailed filing data is available for this year.$33.8$5.54$28.2$10.2$8.19$2.02
2015Detailed filing. Detailed filing data is available for this year.$30.1$4.35$25.8$8.73$5.93$2.81
2014Detailed filing. Detailed filing data is available for this year.$30.0$6.70$23.3$9.13$6.13$3.00
2013Detailed filing. Detailed filing data is available for this year.$28.8$7.97$20.8$6.85$5.46$1.38
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.8$5.47$18.3$4.63
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.4$5.89$14.5$4.78
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.7$6.29$14.4$5.12
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • $25M-$50M nonprofits