Civic Intelligence

Southern Ca Labor Management Operating Engineers Contract Compliance Trust Fund

990 • Fiscal year 2022 • EIN 95-4370422

Jan 01, 2022 to Dec 31, 2022 • Filed on Sep 08, 2023

Organization ProfileN/A
100 CORSON ST ste 330Pasadena, CA 91103

(626) 564-6070

Siviq Scores

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

Liabilities / Assets

77th percentile

0.10x

Higher debt load relative to assets than 77% of similar nonprofits.

2022 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

87th percentile

0.34x

Higher debt load relative to revenue than 87% of similar nonprofits.

2022 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2022

Net Margin

46th percentile

6.9%

Higher net margin than 46% of similar nonprofits.

2022 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

55th percentile

$200,145

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 7.4% of source-year revenue.

2022 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2022

Asset Growth

64th percentile

5.7%

Faster asset growth than 64% of similar nonprofits.

2022 filings • 501(c)5 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

66th percentile

8.3%

Faster revenue growth than 66% of similar nonprofits.

2022 filings • 501(c)5 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$8,647,892

Up $462,625 (+5.7%) from 2021

Net Assets

Down

$7,740,792

Down $357,971 (-4.4%) from 2021

Liabilities

Up

$907,100

Up $820,596 (+949%) from 2021

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin46th percentile

Revenue

Up

$2,697,945

Up $206,208 (+8.3%) from 2021

Expenses

Up

$2,511,296

Up $712,601 (+40%) from 2021

Net Income

Down

$186,649

Down $506,393 (-73%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$10M$5.0M$0Assets 2010: $910,541Liabilities 2010: $25,183Net Assets 2010: $885,3582010Assets 2011: $1,037,960Liabilities 2011: $38,958Net Assets 2011: $999,0022011Assets 2012: $1,613,136Liabilities 2012: $27,509Net Assets 2012: $1,585,6272012Assets 2013: $2,121,256Liabilities 2013: $26,818Net Assets 2013: $2,094,4382013Assets 2014: $2,494,780Liabilities 2014: $42,356Net Assets 2014: $2,452,4242014Assets 2015: $3,122,082Liabilities 2015: $30,507Net Assets 2015: $3,091,5752015Assets 2016: $3,993,224Liabilities 2016: $29,240Net Assets 2016: $3,963,9842016Assets 2017: $5,053,149Liabilities 2017: $23,429Net Assets 2017: $5,029,7202017Assets 2018: $6,090,447Liabilities 2018: $24,350Net Assets 2018: $6,066,0972018Assets 2019: $6,916,814Liabilities 2019: $34,539Net Assets 2019: $6,882,2752019Assets 2020: $7,678,786Liabilities 2020: $107,132Net Assets 2020: $7,571,6542020Assets 2021: $8,185,267Liabilities 2021: $86,504Net Assets 2021: $8,098,7632021Assets 2022: $8,647,892Liabilities 2022: $907,100Net Assets 2022: $7,740,7922022Assets 2023: $8,539,642Liabilities 2023: $840,775Net Assets 2023: $7,698,8672023Assets 2024: $9,104,283Liabilities 2024: $737,164Net Assets 2024: $8,367,1192024

Highlighted filing

2022

Assets$8,647,892
Liabilities$907,100
Net Assets$7,740,792
Open 2022 Filing

Operations Trend

Revenue Growth66th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,249,9592010Expenses 2011: $1,249,6812011Expenses 2012: $1,264,2342012Revenue 2013: $1,814,312Expenses 2013: $1,305,501Net Income 2013: $508,8112013Revenue 2014: $1,943,637Expenses 2014: $1,585,651Net Income 2014: $357,9862014Revenue 2015: $1,963,541Expenses 2015: $1,324,390Net Income 2015: $639,1512015Revenue 2016: $2,113,571Expenses 2016: $1,223,100Net Income 2016: $890,4712016Revenue 2017: $2,272,703Expenses 2017: $1,333,231Net Income 2017: $939,4722017Revenue 2018: $2,435,878Expenses 2018: $1,341,992Net Income 2018: $1,093,8862018Revenue 2019: $2,445,392Expenses 2019: $1,659,360Net Income 2019: $786,0322019Revenue 2020: $2,473,217Expenses 2020: $1,878,374Net Income 2020: $594,8432020Revenue 2021: $2,491,737Expenses 2021: $1,798,695Net Income 2021: $693,0422021Revenue 2022: $2,697,945Expenses 2022: $2,511,296Net Income 2022: $186,6492022Revenue 2023: $2,684,140Expenses 2023: $2,797,178Net Income 2023: -$113,0382023Revenue 2024: $2,797,254Expenses 2024: $2,170,713Net Income 2024: $626,5412024

Highlighted filing

2022

Revenue$2,697,945
Expenses$2,511,296
Net Income$186,649
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 8, 2023
Return Version
2022v5.0
Gross Receipts
$2,697,945
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,949,089$6,789,798▼ $159,291
Land, Buildings, and Equipment, Net$132,768$880,589▲ $747,821
Savings and Temporary Cash Investments$507,759$438,645▼ $69,114
Accounts Receivable$408,315$409,304▲ $989
Cash and Non-Interest-Bearing Accounts$160,736$109,763▼ $50,973
Prepaid Expenses and Deferred Charges$26,090$19,283▼ $6,807
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
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$8,185,267$8,647,892▲ $462,625
Other Assets Total$510$510→ $0
Liabilities
Other Liabilities$0$788,980▲ $788,980
Accounts Payable and Accrued Expenses$86,504$118,120▲ $31,616
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$86,504$907,100▲ $820,596
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,098,763$7,740,792▼ $357,971
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$8,098,763$7,740,792▼ $357,971
Total Liabilities and Net Assets / Fund Balance$8,185,267$8,647,892▲ $462,625

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$765,104$141,233$906,337
Equipment$112,373$244,172$356,545
Leasehold Improvements$3,112$778$3,890
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David LanhamRepresentativeFT$140,943$59,202$200,145
Ani DarbinyanAdministratorFT$140,103$59,202$199,305
Randell H KeeneRepresentativeFT$132,016$59,202$191,218
Trevor DiazRepresentativeFT$131,798$59,202$191,000
Jean KaatzRepresentativeFT$128,271$59,202$187,473

Board Members and Trustees

NameTitle
David SikorskiChair
Ron SikorskiChairman - Past
Ken HuntCo-chair
Larry DavisonCo-chair - Past
Robert NintemanAlternate Trustee
Jordan BrandmanTrustee
Mike RodriguezTrustee
Paul Von BergTrustee
Perry HawkinsTrustee
Ray BacaTrustee
Shawn KinseyTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,506,269
Investment Income
$163,935
Other Revenue
$27,741
Change in Net Assets
$186,649

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,697,945
Revenue Not Reported on Form 990
$-549,620
Total Revenue per Audited Statements
$2,148,325
Total Revenue per Form 990
$2,697,945
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,468,422
Other Expenses$1,042,874
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$958,581
Pension Plan Contributions---$304,554
Other Employee Benefits---$129,438
Occupancy---$103,172
Payroll Taxes---$75,849
Depreciation Depletion---$51,128
Office Expenses---$47,758
Travel---$45,837
Insurance---$37,755
Fees for Services Accounting---$15,400
Fees for Services Management---$12,000
Conferences and Meetings---$10,586
Fees for Services Legal---$10,000
Fees for Services Other---$8,781
Advertising---$6,102
Fees for Service Investment Mgmnt Fees---$5,000
Information Technology---$2,265
Other Expenses---$687
Total Functional Expenses$0$0$0$2,511,296

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,511,296
Expenses per Audited Statements$2,506,296
Total Expenses per Audited Statements$2,506,296
Expenses Not Reported on Financial Statements$5,000
Other Expense Adjustments$5,000
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 Liability$771,653
Pending Investment Purchases$17,327
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

part VI, line 2:

“ron sikorski (father) and david sikorski (son) are union trustees.”

part VI, line 3:

“operating engineers funds, inc. oversees management duties and provides administrative services.”

part VI, lines 6-7:

“the voting members of the trust consists of Eight trustees, four "employer trusteesfour trustees".”

part VI, line 11B:

“form 990 was distributed to the board of trustees and was reviewed before it was filed.”

part VI, line 15A:

“the board of trustees reviews the salaries of employees to comparable salaries of similar positions. the board of trustees do not receive compensation. the trust does not have other officers or "key employees", as defined.”

part VI, line 19:

“the trust's governing documents, policies, and financial statements are available for inspection upon written request. additionally, copies of financial statements are distributed to the trustees on a regular basis.”

Filing and Contact Details

Filer

Filer Name
So CA Labor Mgt Operating Engineers
EIN
95-4370422
In Care Of
% MICHAEL B DE CHELLIS
Phone
6265646070
Address
100 CORSON ST ste 330, PASADENA, CA 91103

Signing Officer

Name
David Sikorski
Title
Chair
Phone
6263561000
Signed
2023-09-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ani Darbinyan
Formed
1992
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
10
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
4123 LANKERSHIM BLVD, NORTH HOLLYWOOD, CA 91602-2828
Preparer
Liel Shemtov
Phone
8187692010
Supplemental Narrative

Additional Explanations

PART I, LINE 1 AND PART III, LINEs 1 and 4A:

“to improve job security, enhance economic development, and improve labor-management relationships and organizational effectiveness.”

Financial Statement Notes

PART X, LINE 2:

“accounting principles generally accepted in the united states of America require management to evaluate tax positions taken by the trust and recognize a tax liability if the trust has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. the trust is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. part xi, line 2d and part xii, line 4b: investment custodian fees offset with investment income on the audited financial statements and reported on form 990 part ix, line 11f.”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
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IRS990/Form990PartVIISectionAGrp/TitleTxt0REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt1ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt3REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt4REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIRMAN - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt6CO-CHAIR - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15CO-CHAIR
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IRS990/FormationYr01992
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IRS990/FundraisingActivitiesInd0false
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
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IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
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IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt02265
IRS990/InsuranceGrp/TotalAmt037755
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0159532
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0159532
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06949089
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06789798
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0386183
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0132768
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0880589
IRS990/LandBldgEquipCostOrOtherBssAmt01266772
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SEE SCHEDULE O
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt08098763
IRS990/NetAssetsOrFundBalancesEOYAmt07740792
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt04403
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-544620
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt08098763
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt07740792
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt0103172
IRS990/OfficeExpensesGrp/TotalAmt047758
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0510
IRS990/OtherAssetsTotalGrp/EOYAmt0510
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0129438
IRS990/OtherExpensesGrp/Desc0OE VACATION-HOLIDAY
IRS990/OtherExpensesGrp/Desc1SAVINGS TRUST EXPENSES
IRS990/OtherExpensesGrp/Desc2DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3TAXES, LICENSES AND FEES
IRS990/OtherExpensesGrp/TotalAmt00
IRS990/OtherExpensesGrp/TotalAmt1669806
IRS990/OtherExpensesGrp/TotalAmt216597
IRS990/OtherExpensesGrp/TotalAmt3687
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0788980
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt027741
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt027741
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt027741
IRS990/OtherSalariesAndWagesGrp/TotalAmt0958581
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt075849
IRS990/PensionPlanContributionsGrp/TotalAmt0304554
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt026090
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt019283
IRS990/PrincipalOfficerNm0Ani Darbinyan
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02506269
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02506269
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt088383
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0306343
IRS990/PYOtherRevenueAmt02387
IRS990/PYProgramServiceRevenueAmt02400967
IRS990/PYRevenuesLessExpensesAmt0693042
IRS990/PYSalariesCompEmpBnftPaidAmt01492352
IRS990/PYTotalExpensesAmt01798695
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02491737
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0186649
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0507759
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0438645
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0112373
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0244172
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0356545
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt05000
IRS990ScheduleD/ExpensesSubtotalAmt02506296
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt03112
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0778
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt03890
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-544620
IRS990ScheduleD/OtherExpensesNotIncludedAmt05000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0765104
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0141233
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0906337
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt017327
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1771653
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PENDING INVESTMENT PURCHASES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1LEASE LIABILITY
IRS990ScheduleD/OtherRevenueAmt0-5000
IRS990ScheduleD/RevenueNotReportedAmt0-549620
IRS990ScheduleD/RevenueSubtotalAmt02697945
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0accounting principles generally accepted in the united states of America require management to evaluate tax positions taken by the trust and recognize a tax liability if the trust has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. the trust is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. part xi, line 2d and part xii, line 4b: investment custodian fees offset with investment income on the audited financial statements and reported on form 990 part ix, line 11f.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0880589

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,647,892
Liabilities
$907,100
Net assets
$7,740,792
Revenue
$2,697,945
Expenses
$2,511,296
Net income
$186,649
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.10$0.74$8.37$2.80$2.17$0.63
2023Detailed filing. Detailed filing data is available for this year.$8.54$0.84$7.70$2.68$2.80$0.11
2022Detailed filing. Detailed filing data is available for this year.$8.65$0.91$7.74$2.70$2.51$0.19
2021Detailed filing. Detailed filing data is available for this year.$8.19$0.09$8.10$2.49$1.80$0.69
2020Detailed filing. Detailed filing data is available for this year.$7.68$0.11$7.57$2.47$1.88$0.59
2019Detailed filing. Detailed filing data is available for this year.$6.92$0.03$6.88$2.45$1.66$0.79
2018Detailed filing. Detailed filing data is available for this year.$6.09$0.02$6.07$2.44$1.34$1.09
2017Detailed filing. Detailed filing data is available for this year.$5.05$0.02$5.03$2.27$1.33$0.94
2016Detailed filing. Detailed filing data is available for this year.$3.99$0.03$3.96$2.11$1.22$0.89
2015Detailed filing. Detailed filing data is available for this year.$3.12$0.03$3.09$1.96$1.32$0.64
2014Detailed filing. Detailed filing data is available for this year.$2.49$0.04$2.45$1.94$1.59$0.36
2013Detailed filing. Detailed filing data is available for this year.$2.12$0.03$2.09$1.81$1.31$0.51
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.61$0.03$1.59$1.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.04$1.00$1.25
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.03$0.89$1.25