Civic Intelligence

Westside Energy Services Training & Education Center

990 • Fiscal year 2022 • EIN 95-3756005

Jul 01, 2021 to Jun 30, 2022 • Filed on Mar 04, 2023

PO Box 1210Shafter, CA 93263

(661) 387-1055

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.04x

Higher debt load relative to assets than 43% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

33rd percentile

0.02x

Higher debt load relative to revenue than 33% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

76th percentile

26%

Higher net margin than 76% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

45th percentile

$40,791

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

87th percentile

43%

Faster asset growth than 87% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

66th percentile

19%

Faster revenue growth than 66% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Up

$987,883

Up $298,049 (+43%) from 2021

Net Assets

Up

$950,234

Up $645,219 (+212%) from 2021

Liabilities

Down

$37,649

Down $347,170 (-90%) from 2021

Revenue

Up

$1,574,462

Up $255,876 (+19%) from 2021

Expenses

Up

$1,168,779

Up $275,450 (+31%) from 2021

Net Income

Down

$405,683

Down $19,574 (-4.6%) from 2021

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $646,929Liabilities 2011: $149,657Net Assets 2011: $497,2722011Assets 2012: $750,073Liabilities 2012: $109,341Net Assets 2012: $640,7322012Assets 2013: $773,548Liabilities 2013: $135,411Net Assets 2013: $638,1372013Assets 2014: $871,637Liabilities 2014: $150,491Net Assets 2014: $721,1462014Assets 2015: $882,668Liabilities 2015: $157,678Net Assets 2015: $724,9902015Assets 2016: $824,033Liabilities 2016: $210,251Net Assets 2016: $613,7822016Assets 2017: $903,455Liabilities 2017: $287,829Net Assets 2017: $615,6262017Assets 2018: $999,343Liabilities 2018: $284,628Net Assets 2018: $714,7152018Assets 2019: $848,080Liabilities 2019: $246,874Net Assets 2019: $601,2062019Assets 2020: $301,925Liabilities 2020: $16,874Net Assets 2020: $285,0512020Assets 2021: $689,834Liabilities 2021: $384,819Net Assets 2021: $305,0152021Assets 2022: $987,883Liabilities 2022: $37,649Net Assets 2022: $950,2342022Assets 2023: $899,654Liabilities 2023: $118,274Net Assets 2023: $781,3802023Assets 2024: $664,339Liabilities 2024: $120,420Net Assets 2024: $543,9192024Assets 2025: $543,379Liabilities 2025: $98,356Net Assets 2025: $445,0232025

Highlighted filing

2022

Assets$987,883
Liabilities$37,649
Net Assets$950,234

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $3,006,488Expenses 2011: $2,613,837Net Income 2011: $392,6512011Revenue 2012: $2,745,822Expenses 2012: $2,602,362Net Income 2012: $143,4602012Expenses 2013: $2,866,7112013Revenue 2014: $2,881,619Expenses 2014: $2,798,610Net Income 2014: $83,0092014Revenue 2015: $2,715,717Expenses 2015: $2,711,873Net Income 2015: $3,8442015Revenue 2016: $2,552,726Expenses 2016: $2,649,793Net Income 2016: -$97,0672016Revenue 2017: $2,548,425Expenses 2017: $2,546,581Net Income 2017: $1,8442017Revenue 2018: $2,493,977Expenses 2018: $2,433,159Net Income 2018: $60,8182018Revenue 2019: $2,203,172Expenses 2019: $2,316,240Net Income 2019: -$113,0682019Revenue 2020: $1,499,929Expenses 2020: $1,897,523Net Income 2020: -$397,5942020Revenue 2021: $1,318,586Expenses 2021: $893,329Net Income 2021: $425,2572021Revenue 2022: $1,574,462Expenses 2022: $1,168,779Net Income 2022: $405,6832022Revenue 2023: $1,165,804Expenses 2023: $1,333,444Net Income 2023: -$167,6402023Revenue 2024: $1,086,881Expenses 2024: $1,323,602Net Income 2024: -$236,7212024Revenue 2025: $1,081,545Expenses 2025: $1,177,470Net Income 2025: -$95,9252025

Highlighted filing

2022

Revenue$1,574,462
Expenses$1,168,779
Net Income$405,683
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Mar 4, 2023
Return Version
2021v4.2
Gross Receipts
$1,574,462
Mission and Program Overview

Mission

The organizations mission is to aid in the advancement of technical education in the fields of safety, corrections, and energy

The organizations mission is to aid in the advancement of technical education in the fields of safety, correction, and energy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$545,621$595,075▲ $49,454
Accounts Receivable$22,734$284,188▲ $261,454
Land, Buildings, and Equipment, Net$121,479$108,620▼ $12,859
Total Assets$689,834$987,883▲ $298,049
Liabilities
Other Liabilities$325,342$0▼ $325,342
Accounts Payable and Accrued Expenses$59,477$37,649▼ $21,828
Total Liabilities$384,819$37,649▼ $347,170
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$305,015$950,234▲ $645,219
Total Net Assets Fund Balance$305,015$950,234▲ $645,219
Total Liabilities and Net Assets / Fund Balance$689,834$987,883▲ $298,049

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$29,272$254,411$283,683
Leasehold Improvements$79,348$172,767$252,115
Other Land Buildings$0$13,800$13,800
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
William RectorChief Executive DirectorFT$40,791$40,791

Board Members and Trustees

NameTitle
Rob DuchowPresident
Debra DanielsVice President
Richard MccrowVice President
Damon McminnBoard Member
David TeasdaleBoard Member
Leslie MinorBoard Member
Melinda BrownBoard Member
Tara LealBoard Member
Trudy GeraldBoard Member
Brad DewittBoard Memeber
Brock McmurrayBoard Memeber
Jake SlaytonSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,000
Program Service Revenue
$1,166,903
Investment Income
$57
Other Revenue
$405,502
All Other Contributions
$2,000
Change in Net Assets
$405,683

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,574,462
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$290,100
Total Revenue per Audited Statements
$1,864,562
Total Revenue per Form 990
$1,574,462
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$752,957
Other Expenses$415,822
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$462,056$161,494-$623,550
Fees for Services Other$2,951$109,894-$112,845
Payroll Taxes-$66,339-$66,339
Occupancy-$49,297-$49,297
Current Officers, Directors, Trustees, and Key Employees$28,501$9,961-$38,462
Depreciation Depletion-$30,186-$30,186
Insurance$6,887$17,942-$24,829
Other Employee Benefits$400$24,206-$24,606
Office Expenses$969$22,663-$23,632
All Other Expenses$1,130$21,870-$23,000
Other Expenses$2,332$14,293-$14,293
Travel$238$807-$1,045
Advertising-$608-$608
Total Functional Expenses$541,331$627,448$0$1,168,779

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,219,344
Expenses per Audited Statements$1,168,779
Total Expenses per Form 990$1,168,779
Expenses Not Reported on Form 990$50,565
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7B

Decisions by the governing board are approved by the majority of the board memebers.

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

Form 990 reviewed by executive director, william rector.

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

The boared of directors monitor and enforce compliance with the written conflict of interest policy for the entity.

Form 990, Part VI, Section C, Line 18

Available upon request. Request can be made at the organization's office located at 5801 e. Lerdo hwy, shafter, ca 93263

Form 990, Part VI, Section C, Line 19

Governing documents and financial statements are provided to the public upon request.

Filing and Contact Details

Filer

Filer Name
Westside Energy Services
EIN
95-3756005
Phone
6613871055
Address
PO BOX 1210, SHAFTER, CA 93263

Signing Officer

Name
William Rector
Title
Executor Director
Phone
6613871055
Signed
2023-03-04

Organization Details

Principal Officer
William Rector
Formed
1982
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
49
Volunteers
0

Preparer

Firm
Barbich Hooper King Dill Hoffman
Address
5001 E COMMERCENTER DR STE 350, BAKERSFIELD, CA 93309
Preparer
Michael D Stevenson
Phone
6616311171
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Book-to-tax depreciation adjustment 9,435. Employee retention credit 230,101.

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Erc credit recognized in 2020

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Book-to-tax depreciation adjustment

Raw XML AppendixShowing 400 of 457 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/OtherExpensesGrp/Desc0ENROLLMENT FEES
IRS990/OtherExpensesGrp/Desc1INSTRUCTION SUPPLIES
IRS990/OtherExpensesGrp/Desc2EQUIPMENT
IRS990/OtherExpensesGrp/Desc3REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt048582
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt135426
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt213880
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt314293
IRS990/OtherExpensesGrp/ProgramServicesAmt031439
IRS990/OtherExpensesGrp/ProgramServicesAmt14428
IRS990/OtherExpensesGrp/ProgramServicesAmt22332
IRS990/OtherExpensesGrp/TotalAmt080021
IRS990/OtherExpensesGrp/TotalAmt139854
IRS990/OtherExpensesGrp/TotalAmt216212
IRS990/OtherExpensesGrp/TotalAmt314293
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/BOYAmt0325342
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0611430
IRS990/OtherRevenueMiscGrp/BusinessCd1611430
IRS990/OtherRevenueMiscGrp/Desc0PPP LOAN FORGIVENESS
IRS990/OtherRevenueMiscGrp/Desc1EMPLOYEE RETENTION CRE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0325342
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt180160
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0325342
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt180160
IRS990/OtherRevenueTotalAmt0405502
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt066339
IRS990/PayrollTaxesGrp/TotalAmt066339
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0WILLIAM RECTOR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0TRAINING FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01166903
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01166903
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0100000
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt031
IRS990/PYOtherExpensesAmt0292720
IRS990/PYOtherRevenueAmt0241382
IRS990/PYProgramServiceRevenueAmt0977173
IRS990/PYRevenuesLessExpensesAmt0425257
IRS990/PYSalariesCompEmpBnftPaidAmt0600609
IRS990/PYTotalExpensesAmt0893329
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01318586
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0405683
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01572405
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01168903
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01077173
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01499929
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02192512
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02493493
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt08432010
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt057
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt031
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0286
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0300
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0484
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01158
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt080159
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0241382
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0321541
IRS990ScheduleA/PublicSupportCY170Pct00.96310
IRS990ScheduleA/PublicSupportPY170Pct00.97560
IRS990ScheduleA/PublicSupportTotal170Amt08432010
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01168903
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01077173
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01499929
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02192512
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02493493
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt08432010
IRS990ScheduleA/TotalSupportAmt08754709
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt060000
IRS990ScheduleD/DonatedServicesUseFcltsAmt060000
IRS990ScheduleD/EquipmentGrp/BookValueAmt029272
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0254411
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0283683
IRS990ScheduleD/ExpensesNotReportedAmt050565
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01168779
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt079348
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0172767
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0252115
IRS990ScheduleD/OtherExpensesIncludedAmt0-9435
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt013800
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt013800
IRS990ScheduleD/OtherRevenueAmt0230100
IRS990ScheduleD/RevenueNotReportedAmt0290100
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01574462
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ERC CREDIT RECOGNIZED IN 2020
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1BOOK-TO-TAX DEPRECIATION ADJUSTMENT
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0108620
IRS990ScheduleD/TotalExpensesPerForm990Amt01168779
IRS990ScheduleD/TotalRevenuePerForm990Amt01574462
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01864562
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01219344
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DECISIONS BY THE GOVERNING BOARD ARE APPROVED BY THE MAJORITY OF THE BOARD MEMEBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 REVIEWED BY EXECUTIVE DIRECTOR, WILLIAM RECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARED OF DIRECTORS MONITOR AND ENFORCE COMPLIANCE WITH THE WRITTEN CONFLICT OF INTEREST POLICY FOR THE ENTITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST. REQUEST CAN BE MADE AT THE ORGANIZATION'S OFFICE LOCATED AT 5801 E. LERDO HWY, SHAFTER, CA 93263
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE PROVIDED TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BOOK-TO-TAX DEPRECIATION ADJUSTMENT 9,435. EMPLOYEE RETENTION CREDIT 230,101.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7B
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 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0689834
IRS990/TotalAssetsEOYAmt0987883
IRS990/TotalAssetsGrp/BOYAmt0689834
IRS990/TotalAssetsGrp/EOYAmt0987883
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02000
IRS990/TotalEmployeeCnt049
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0627448
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0541331
IRS990/TotalFunctionalExpensesGrp/TotalAmt01168779
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0384819
IRS990/TotalLiabilitiesEOYAmt037649
IRS990/TotalLiabilitiesGrp/BOYAmt0384819
IRS990/TotalLiabilitiesGrp/EOYAmt037649
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0305015
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0950234
IRS990/TotalOtherCompensationAmt00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.54$0.10$0.45$1.08$1.18$0.10
2024Detailed filing. Detailed filing data is available for this year.$0.66$0.12$0.54$1.09$1.32$0.24
2023Detailed filing. Detailed filing data is available for this year.$0.90$0.12$0.78$1.17$1.33$0.17
2022Detailed filing. Detailed filing data is available for this year.$0.99$0.04$0.95$1.57$1.17$0.41
2021Detailed filing. Detailed filing data is available for this year.$0.69$0.38$0.31$1.32$0.89$0.43
2020Detailed filing. Detailed filing data is available for this year.$0.30$0.02$0.29$1.50$1.90$0.40
2019Detailed filing. Detailed filing data is available for this year.$0.85$0.25$0.60$2.20$2.32$0.11
2018Detailed filing. Detailed filing data is available for this year.$1.00$0.28$0.71$2.49$2.43$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.90$0.29$0.62$2.55$2.55$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.82$0.21$0.61$2.55$2.65$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.88$0.16$0.72$2.72$2.71$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.87$0.15$0.72$2.88$2.80$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.14$0.64$2.87
2012Summary only. Only limited summary data is available for this year.$0.75$0.11$0.64$2.75$2.60$0.14
2011Summary only. Only limited summary data is available for this year.$0.65$0.15$0.50$3.01$2.61$0.39