Civic Intelligence

Work Preservation Fund Inc

990 • Fiscal year 2023 • EIN 95-3214251

Jul 01, 2022 to Jun 30, 2023 • Filed on May 15, 2024

Organization ProfileN/A
2705 CONSTITUTION DRIVE Suite BLivermore, CA 94551

(925) 724-2333

Siviq Scores

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

Liabilities / Assets

38th percentile

0.08x

Higher debt load relative to assets than 38% of similar nonprofits.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

70th percentile

0.35x

Higher debt load relative to revenue than 70% of similar nonprofits.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2023

Net Margin

23rd percentile

-4.6%

Higher net margin than 23% of similar nonprofits.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2023

Asset Growth

54th percentile

7.3%

Faster asset growth than 54% of similar nonprofits.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

31st percentile

0.8%

Faster revenue growth than 31% of similar nonprofits.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$2,909,074

Up $198,360 (+7.3%) from 2022

Net Assets

Down

$2,666,471

Down $27,187 (-1.0%) from 2022

Liabilities

Up

$242,603

Up $225,547 (+1322%) from 2022

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin23rd percentile

Revenue

Up

$694,789

Up $5,777 (+0.8%) from 2022

Expenses

Up

$726,776

Up $188,022 (+35%) from 2022

Net Income

Down

-$31,987

Down $182,245 (-121%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $644,421Liabilities 2012: $11,773Net Assets 2012: $632,6482012Assets 2013: $639,819Liabilities 2013: $22,015Net Assets 2013: $617,8042013Assets 2014: $700,885Liabilities 2014: $24,139Net Assets 2014: $676,7462014Assets 2015: $735,296Liabilities 2015: $24,210Net Assets 2015: $711,0862015Assets 2016: $904,448Liabilities 2016: $8,221Net Assets 2016: $896,2272016Assets 2017: $914,229Liabilities 2017: $14,012Net Assets 2017: $900,2172017Assets 2018: $1,320,877Liabilities 2018: $11,309Net Assets 2018: $1,309,5682018Assets 2019: $1,701,947Liabilities 2019: $10,237Net Assets 2019: $1,691,7102019Assets 2020: $2,093,840Liabilities 2020: $12,430Net Assets 2020: $2,081,4102020Assets 2021: $2,549,340Liabilities 2021: $5,940Net Assets 2021: $2,543,4002021Assets 2022: $2,710,714Liabilities 2022: $17,056Net Assets 2022: $2,693,6582022Assets 2023: $2,909,074Liabilities 2023: $242,603Net Assets 2023: $2,666,4712023Assets 2024: $2,848,521Liabilities 2024: $169,756Net Assets 2024: $2,678,7652024

Highlighted filing

2023

Assets$2,909,074
Liabilities$242,603
Net Assets$2,666,471
Open 2023 Filing

Operations Trend

Revenue Growth31st percentile

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

$1.0M$500K$0-$500KRevenue 2012: $451,167Expenses 2012: $406,090Net Income 2012: $45,0772012Revenue 2013: $556,640Expenses 2013: $567,510Net Income 2013: -$10,8702013Revenue 2014: $589,179Expenses 2014: $543,935Net Income 2014: $45,2442014Revenue 2015: $613,706Expenses 2015: $571,240Net Income 2015: $42,4662015Revenue 2016: $714,869Expenses 2016: $504,472Net Income 2016: $210,3972016Revenue 2017: $904,778Expenses 2017: $900,788Net Income 2017: $3,9902017Revenue 2018: $813,428Expenses 2018: $404,077Net Income 2018: $409,3512018Revenue 2019: $879,886Expenses 2019: $497,744Net Income 2019: $382,1422019Revenue 2020: $855,276Expenses 2020: $465,576Net Income 2020: $389,7002020Revenue 2021: $790,430Expenses 2021: $328,440Net Income 2021: $461,9902021Revenue 2022: $689,012Expenses 2022: $538,754Net Income 2022: $150,2582022Revenue 2023: $694,789Expenses 2023: $726,776Net Income 2023: -$31,9872023Revenue 2024: $733,069Expenses 2024: $720,775Net Income 2024: $12,2942024

Highlighted filing

2023

Revenue$694,789
Expenses$726,776
Net Income-$31,987
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 15, 2024
Return Version
2022v5.0
Gross Receipts
$694,789
Mission and Program Overview

Mission

To improve communication between representatives of labor and management.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,550,394$2,539,085▼ $11,309
Accounts Receivable$113,000$116,000▲ $3,000
Land, Buildings, and Equipment, Net$47,320$40,754▼ $6,566
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$2,710,714$2,909,074▲ $198,360
Other Assets Total$0$213,235▲ $213,235
Liabilities
Other Liabilities$0$209,428▲ $209,428
Accounts Payable and Accrued Expenses$17,056$33,175▲ $16,119
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$17,056$242,603▲ $225,547
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,693,658$2,666,471▼ $27,187
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$2,693,658$2,666,471▼ $27,187
Total Liabilities and Net Assets / Fund Balance$2,710,714$2,909,074▲ $198,360

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$40,754$75,482$116,236
Other Land Buildings$0$10,843$10,843
Other Assets Org$213,235--
Compensation and Service Providers
Top Officer Pay27th percentile

Board Members and Trustees

NameTitle
Robert Williams IiiPresident
Alan BjerkeVice-president
Frank NunesDirector
James HewettDirector
Jim KoreenDirector
John TweedtDirector
Lance RykenDirector
Madison HullDirector
Tom ChristopheDirector
Tom HerlacheDirector
Troy NotrangeloDirector
Jeannie SimpeloSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$668,263
Investment Income
$26,206
Other Revenue
$320
Change in Net Assets
$-31,987

Audited Revenue Reconciliation

Revenue per Audited Statements
$694,789
Revenue Not Reported on Form 990
$10,743
Total Revenue per Audited Statements
$705,532
Total Revenue per Form 990
$694,789
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$533,301
Other Expenses$193,475
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$304,350
Other Employee Benefits---$118,708
Pension Plan Contributions---$80,855
Occupancy---$63,604
Office Expenses---$51,246
Payroll Taxes---$29,388
Fees for Services Other---$18,839
Depreciation Depletion---$17,331
Fees for Services Legal---$15,500
Insurance---$10,613
Fees for Services Accounting---$8,900
Travel---$5,676
Other Expenses---$143
Fees for Service Investment Mgmnt Fees---$37
Conferences and Meetings---$12
Total Functional Expenses$0$0$0$726,776

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$737,519
Expenses per Audited Statements$726,776
Total Expenses per Form 990$726,776
Expenses Not Reported on Form 990$10,743
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liabilities$209,428
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

FORM 990, PART VI, SECTION A, LINE 8B:

“There is no committee with the authority to act on behalf of the governing body.”

FORM 990, PART VI, SECTION B, LINE 11B:

“A copy of the form 990 was presented to the governing body for review before it was filed.”

FORM 990, PART VI, SECTION B, LINE 12C:

“The organization's conflict of interest policy covers board of directors and all management personnel and employees who can influence the actions of the organization. In connection with any actual or possible conflict of interest, an interested person must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the executive director or the chairperson. The executive director or the chairperson is responsible for determiniing if conflicts exist and determining the appropriate disciplinary and/or corrective action.”

FORM 990, PART VI, SECTION C, LINE 19:

“The organization does not make its governing documents, conflict of interest policy or financial statements available to the public. Upon written request, the organization makes its governing documents, conflict of interest policy or financial statements available to the organization's participating employers.”

Filing and Contact Details

Filer

Filer Name
Work Preservation Fund Inc
EIN
95-3214251
In Care Of
% ROBERT WILLIAMS III
Phone
9257242333
Address
2705 CONSTITUTION DRIVE Suite B, LIVERMORE, CA 94551

Signing Officer

Name
Robert Williams Iii
Title
President
Phone
9257242333
Signed
2024-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Williams Iii
Formed
1977
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
5
Volunteers
0

Preparer

Firm
Withumsmithbrownpc
Address
5000 EXECUTIVE PARKWAY STE 400, SAN RAMON, CA 94583
Preparer
Joseph M Thiermann
Phone
9252779100
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 8:

“The prior year's Form 990 was filed prior to the issuance of the audited financial statements. The prior period adjustment reflects a correction to the prepaid rent and net assets as of June 30, 2022. This ensures that the financial records accurately represent the organization's financial position for that period.”

FORM 990, PART XII, LINE 2C:

“The board of directors assumes responsibility for oversight of the audit of its financial statements and selection of an independent auditor. This process has not changed.”

Financial Statement Notes

FORM 990, SCHEDULE D, PART X, LINE 2:

“Accounting principles generally accepted in the United States of America require management to evaluate the tax positions taken by the Corporation and disclose a tax liability if the Corporation has taken an uncertain position that, more likely than not, would not be sustained upon examination by the Internal Revenue Service. Management has analyzed the tax positions taken by the Corporation and has concluded that, as of June 30, 2023, 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 Corporation is subject to routine audits by the taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The Corporation believes it is no longer subject to income tax examinations for the fiscal years prior to 2020.”

Raw XML AppendixShowing 400 of 454 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/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0694789
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt010613
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt026206
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt026206
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt086325
IRS990/LandBldgEquipBasisNetGrp/BOYAmt047320
IRS990/LandBldgEquipBasisNetGrp/EOYAmt040754
IRS990/LandBldgEquipCostOrOtherBssAmt0127079
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO IMPROVE COMMUNICATION BETWEEN REPRESENTATIVES OF LABOR AND MANAGEMENT.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt02693658
IRS990/NetAssetsOrFundBalancesEOYAmt02666471
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02693658
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02666471
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt063604
IRS990/OfficeExpensesGrp/TotalAmt051246
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt0213235
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0118708
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc1TAXES & LICENSES
IRS990/OtherExpensesGrp/TotalAmt01574
IRS990/OtherExpensesGrp/TotalAmt1143
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0209428
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0320
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0320
IRS990/OtherRevenueTotalAmt0320
IRS990/OtherSalariesAndWagesGrp/TotalAmt0304350
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt029388
IRS990/PensionPlanContributionsGrp/TotalAmt080855
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0ROBERT WILLIAMS III
IRS990/PriorPeriodAdjustmentsAmt04800
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0668263
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0668263
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt08955
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0182428
IRS990/PYOtherRevenueAmt0915
IRS990/PYProgramServiceRevenueAmt0679142
IRS990/PYRevenuesLessExpensesAmt0150258
IRS990/PYSalariesCompEmpBnftPaidAmt0356326
IRS990/PYTotalExpensesAmt0538754
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0689012
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-31987
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02550394
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02539085
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt010743
IRS990ScheduleD/DonatedServicesUseFcltsAmt010743
IRS990ScheduleD/EquipmentGrp/BookValueAmt040754
IRS990ScheduleD/EquipmentGrp/DepreciationAmt075482
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0116236
IRS990ScheduleD/ExpensesNotReportedAmt010743
IRS990ScheduleD/ExpensesSubtotalAmt0726776
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0213235
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RIGHT OF USE ASSET
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt010843
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt010843
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0209428
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LEASE LIABILITIES
IRS990ScheduleD/RevenueNotReportedAmt010743
IRS990ScheduleD/RevenueSubtotalAmt0694789
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require management to evaluate the tax positions taken by the Corporation and disclose a tax liability if the Corporation has taken an uncertain position that, more likely than not, would not be sustained upon examination by the Internal Revenue Service. Management has analyzed the tax positions taken by the Corporation and has concluded that, as of June 30, 2023, 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 Corporation is subject to routine audits by the taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The Corporation believes it is no longer subject to income tax examinations for the fiscal years prior to 2020.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, SCHEDULE D, PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt040754
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0213235
IRS990ScheduleD/TotalExpensesPerForm990Amt0726776
IRS990ScheduleD/TotalLiabilityAmt0209428
IRS990ScheduleD/TotalRevenuePerForm990Amt0694789
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0705532
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0737519
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE IS NO COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE FORM 990 WAS PRESENTED TO THE GOVERNING BODY FOR REVIEW BEFORE IT WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COVERS BOARD OF DIRECTORS AND ALL MANAGEMENT PERSONNEL AND EMPLOYEES WHO CAN INFLUENCE THE ACTIONS OF THE ORGANIZATION. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE EXECUTIVE DIRECTOR OR THE CHAIRPERSON. THE EXECUTIVE DIRECTOR OR THE CHAIRPERSON IS RESPONSIBLE FOR DETERMINIING IF CONFLICTS EXIST AND DETERMINING THE APPROPRIATE DISCIPLINARY AND/OR CORRECTIVE ACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. UPON WRITTEN REQUEST, THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE ORGANIZATION'S PARTICIPATING EMPLOYERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The prior year's Form 990 was filed prior to the issuance of the audited financial statements. The prior period adjustment reflects a correction to the prepaid rent and net assets as of June 30, 2022. This ensures that the financial records accurately represent the organization's financial position for that period.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 8:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02710714
IRS990/TotalAssetsEOYAmt02909074
IRS990/TotalAssetsGrp/BOYAmt02710714
IRS990/TotalAssetsGrp/EOYAmt02909074
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/TotalAmt0726776
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt017056
IRS990/TotalLiabilitiesEOYAmt0242603
IRS990/TotalLiabilitiesGrp/BOYAmt017056
IRS990/TotalLiabilitiesGrp/EOYAmt0242603
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02693658
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02666471

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,909,074
Liabilities
$242,603
Net assets
$2,666,471
Revenue
$694,789
Expenses
$726,776
Net income
-$31,987
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.85$0.17$2.68$0.73$0.72$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.91$0.24$2.67$0.69$0.73$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.71$0.02$2.69$0.69$0.54$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.55$0.01$2.54$0.79$0.33$0.46
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.09$0.01$2.08$0.86$0.47$0.39
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.70$0.01$1.69$0.88$0.50$0.38
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.01$1.31$0.81$0.40$0.41
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.01$0.90$0.90$0.90$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.01$0.90$0.71$0.50$0.21
2015Detailed filing. Detailed filing data is available for this year.$0.74$0.02$0.71$0.61$0.57$0.04
2014Summary only. Only limited summary data is available for this year.$0.70$0.02$0.68$0.59$0.54$0.05
2013Summary only. Only limited summary data is available for this year.$0.64$0.02$0.62$0.56$0.57$0.01
2012Summary only. Only limited summary data is available for this year.$0.64$0.01$0.63$0.45$0.41$0.05