Civic Intelligence

Ibew Local 40 - Neca Training Trust

990 • Fiscal year 2021 • EIN 95-4660514

Oct 01, 2020 to Sep 30, 2021 • Filed on Aug 01, 2022

Organization ProfileN/A
3444 Camino Del Rio N Ste 101San Diego, CA 92108

(800) 886-7559

Siviq Scores

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

Liabilities / Assets

56th percentile

0.01x

Higher debt load relative to assets than 56% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

61st percentile

0.03x

Higher debt load relative to revenue than 61% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Net Margin

84th percentile

45%

Higher net margin than 84% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Asset Growth

84th percentile

22%

Faster asset growth than 84% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

28th percentile

-8.2%

Faster revenue growth than 28% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$2,114,379

Up $381,481 (+22%) from 2020

Net Assets

Up

$2,098,031

Up $370,306 (+21%) from 2020

Liabilities

Up

$16,348

Up $11,175 (+216%) from 2020

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin84th percentile

Revenue

Down

$598,215

Down $53,440 (-8.2%) from 2020

Expenses

Up

$327,166

Up $41,464 (+15%) from 2020

Net Income

Down

$271,049

Down $94,904 (-26%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $361,741Liabilities 2011: $1,100Net Assets 2011: $360,6412011Assets 2012: $391,556Liabilities 2012: $16,9302012Assets 2013: $512,272Liabilities 2013: $3,719Net Assets 2013: $508,5532013Assets 2014: $524,831Liabilities 2014: $3,453Net Assets 2014: $521,3782014Assets 2015: $767,221Liabilities 2015: $0Net Assets 2015: $767,2212015Assets 2016: $1,026,073Liabilities 2016: $13,497Net Assets 2016: $1,012,5762016Assets 2017: $1,125,630Liabilities 2017: $9,625Net Assets 2017: $1,116,0052017Assets 2018: $1,206,662Liabilities 2018: $48,095Net Assets 2018: $1,158,5672018Assets 2019: $1,371,376Liabilities 2019: $4,054Net Assets 2019: $1,367,3222019Assets 2020: $1,732,898Liabilities 2020: $5,173Net Assets 2020: $1,727,7252020Assets 2021: $2,114,379Liabilities 2021: $16,348Net Assets 2021: $2,098,0312021Assets 2022: $2,435,408Liabilities 2022: $28,154Net Assets 2022: $2,407,2542022Assets 2023: $3,289,774Liabilities 2023: $47,005Net Assets 2023: $3,242,7692023Assets 2024: $3,960,196Liabilities 2024: $37,320Net Assets 2024: $3,922,8762024

Highlighted filing

2021

Assets$2,114,379
Liabilities$16,348
Net Assets$2,098,031
Open 2021 Filing

Operations Trend

Revenue Growth28th percentile

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

$1.5M$1.0M$500K$0Revenue 2011: $221,512Expenses 2011: $148,965Net Income 2011: $72,5472011Revenue 2012: $198,950Expenses 2012: $184,965Net Income 2012: $13,9852012Revenue 2013: $302,293Expenses 2013: $164,079Net Income 2013: $138,2142013Revenue 2014: $215,359Expenses 2014: $205,235Net Income 2014: $10,1242014Revenue 2015: $453,934Expenses 2015: $196,303Net Income 2015: $257,6312015Revenue 2016: $526,073Expenses 2016: $283,411Net Income 2016: $242,6622016Revenue 2017: $381,404Expenses 2017: $277,938Net Income 2017: $103,4662017Revenue 2018: $329,486Expenses 2018: $281,364Net Income 2018: $48,1222018Revenue 2019: $505,217Expenses 2019: $297,732Net Income 2019: $207,4852019Revenue 2020: $651,655Expenses 2020: $285,702Net Income 2020: $365,9532020Revenue 2021: $598,215Expenses 2021: $327,166Net Income 2021: $271,0492021Revenue 2022: $1,146,576Expenses 2022: $430,290Net Income 2022: $716,2862022Revenue 2023: $1,195,498Expenses 2023: $510,989Net Income 2023: $684,5092023Revenue 2024: $931,924Expenses 2024: $687,322Net Income 2024: $244,6022024

Highlighted filing

2021

Revenue$598,215
Expenses$327,166
Net Income$271,049
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Aug 1, 2022
Return Version
2020v4.1
Gross Receipts
$1,064,851
Mission and Program Overview

Mission

see SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,727,725$2,098,031▲ $370,306
Investments in Publicly Traded Securities$709,208$1,573,437▲ $864,229
Cash and Non-Interest-Bearing Accounts$933,582$428,987▼ $504,595
Land, Buildings, and Equipment, Net$65,490$68,715▲ $3,225
Accounts Receivable$24,618$43,240▲ $18,622
Savings and Temporary Cash Investments$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
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$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$1,732,898$2,114,379▲ $381,481
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$5,173$16,348▲ $11,175
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$5,173$16,348▲ $11,175
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,727,725$2,098,031▲ $370,306
Total Liabilities and Net Assets / Fund Balance$1,732,898$2,114,379▲ $381,481

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$68,715$43,258$111,973
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
David NottTrustee
Johnny SeguraTrustee
Marc FlynnTrustee
Rick JarvisTrustee
Stephan DavisTrustee
Steve SzalayTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$429,468
Investment Income
$58,774
Other Revenue
$109,973
Change in Net Assets
$271,049

Audited Revenue Reconciliation

Revenue per Audited Statements
$598,215
Revenue Not Reported on Form 990
$99,257
Total Revenue per Audited Statements
$697,472
Total Revenue per Form 990
$598,215
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$188,383
Salaries, Compensation, and Employee Benefits$138,783
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$134,656
Office Expenses---$78,543
Occupancy---$31,072
Fees for Services Other---$17,630
Insurance---$11,042
Fees for Services Management---$7,800
Fees for Services Accounting---$5,800
Depreciation Depletion---$5,477
Payroll Taxes---$4,127
Fees for Services Legal---$2,321
Conferences and Meetings---$1,890
Other Expenses---$666
Total Functional Expenses$0$0$0$327,166

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$327,166
Total Expenses per Audited Statements$327,166
Total Expenses per Form 990$327,166
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
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
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
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Ibew Local 40 - Neca Training Trust
EIN
95-4660514
In Care Of
% JONNETTE TUCKER
Phone
8008867559
Address
3444 CAMINO DEL RIO N STE 101, SAN DIEGO, CA 92108

Signing Officer

Name
David Nott
Title
Chairman
Phone
8008867559
Signed
2022-08-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marc Flynn
Formed
1997
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
4
Volunteers
0

Preparer

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

Additional Explanations

PART I, LINE 1 AND PART III, LINES 1 AND 4A:

“ESTABLISHING AND MAINTAINING LOCAL STANDARDS GOVERNING THE SELECTION, QUALIFICATIONS, EDUCATION AND TRAINING OF ALL APPRENTICES, JOURNEYMEN AND OTHER PERSONNEL IN THE ELECTRICAL CONSTRUCTION INDUSTRY. PART VI, SECTION B, LINE 11B: THE ADMINISTRATIVE OFFICE REVIEWS THE FORM 990 AND WILL NOTIFY THE BOARD OF TRUSTEES IF ANY UNUSUAL OR SIGNIFICANT ITEMS ARE NOTED. FORM 990 IS DISTRIBUTED TO AN AUTHORIZED TRUSTEE OF THE TRUST FOR REVIEW AND APPROVAL BEFORE IT WAS FILED. PART VI, SECTION B, LINE 12C: ANY TRUSTEE OR SERVICE PROVIDER AUTHORIZED TO CONDUCT TRANSACTIONS ON BEHALF OF THE TRUST WHO HAS REASON TO BELIEVE THAT A PROPOSED TRANSACTION MIGHT CONSTITUTE A PROHIBITED TRANSACTION IS OBLIGATED TO CONSULT WITH the TRUST COUNSEL. TRUSTEES ARE ALSO REQUIRED TO NOTIFY THE TRUST OF ANY CHANGES IN THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS. PART VI, SECTION B, LINE 15A: MEMBERS OF THE GOVERNING BODY DO NOT RECEIVE COMPENSATION. PART VI, SECTION C, LINE 19: THE TRUST'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MAINTAINED BY THE ADMINISTRATIVE OFFICE AND ARE AVAILABLE UPON WRITTEN REQUEST. ADDITIONALLY, FINANCIAL STATEMENTS ARE DISTRIBUTED TO THE TRUSTEES ON A REGULAR BASIS.”

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.”

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IRS990/OtherExpensesGrp/Desc2SECURITY
IRS990/OtherExpensesGrp/TotalAmt05080
IRS990/OtherExpensesGrp/TotalAmt121062
IRS990/OtherExpensesGrp/TotalAmt2666
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0ROP - STATE FUNDING
IRS990/OtherRevenueMiscGrp/Desc1TRAINING GRANT
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/ExclusionAmt10
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0104373
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt15600
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0104373
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt15600
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt10
IRS990/OtherRevenueTotalAmt0109973
IRS990/OtherSalariesAndWagesGrp/TotalAmt0134656
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt04127
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0MARC FLYNN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0337398
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt192070
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0337398
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt192070
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt012620
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0174780
IRS990/PYOtherRevenueAmt0130191
IRS990/PYProgramServiceRevenueAmt0508844
IRS990/PYRevenuesLessExpensesAmt0365953
IRS990/PYSalariesCompEmpBnftPaidAmt0110922
IRS990/PYTotalExpensesAmt0285702
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0651655
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0271049
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01727725
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02098031
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt068715
IRS990ScheduleD/EquipmentGrp/DepreciationAmt043258
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0111973
IRS990ScheduleD/ExpensesSubtotalAmt0327166
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt099257
IRS990ScheduleD/RevenueNotReportedAmt099257
IRS990ScheduleD/RevenueSubtotalAmt0598215
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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt068715
IRS990ScheduleD/TotalExpensesPerForm990Amt0327166
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt0598215
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0697472
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0327166
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0NON-DISCRIMINATORY POLICY IS INCLUDED IN ITS REGISTRATION FORMS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3:
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ESTABLISHING AND MAINTAINING LOCAL STANDARDS GOVERNING THE SELECTION, QUALIFICATIONS, EDUCATION AND TRAINING OF ALL APPRENTICES, JOURNEYMEN AND OTHER PERSONNEL IN THE ELECTRICAL CONSTRUCTION INDUSTRY. PART VI, SECTION B, LINE 11B: THE ADMINISTRATIVE OFFICE REVIEWS THE FORM 990 AND WILL NOTIFY THE BOARD OF TRUSTEES IF ANY UNUSUAL OR SIGNIFICANT ITEMS ARE NOTED. FORM 990 IS DISTRIBUTED TO AN AUTHORIZED TRUSTEE OF THE TRUST FOR REVIEW AND APPROVAL BEFORE IT WAS FILED. PART VI, SECTION B, LINE 12C: ANY TRUSTEE OR SERVICE PROVIDER AUTHORIZED TO CONDUCT TRANSACTIONS ON BEHALF OF THE TRUST WHO HAS REASON TO BELIEVE THAT A PROPOSED TRANSACTION MIGHT CONSTITUTE A PROHIBITED TRANSACTION IS OBLIGATED TO CONSULT WITH the TRUST COUNSEL. TRUSTEES ARE ALSO REQUIRED TO NOTIFY THE TRUST OF ANY CHANGES IN THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS. PART VI, SECTION B, LINE 15A: MEMBERS OF THE GOVERNING BODY DO NOT RECEIVE COMPENSATION. PART VI, SECTION C, LINE 19: THE TRUST'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MAINTAINED BY THE ADMINISTRATIVE OFFICE AND ARE AVAILABLE UPON WRITTEN REQUEST. ADDITIONALLY, FINANCIAL STATEMENTS ARE DISTRIBUTED TO THE TRUSTEES ON A REGULAR BASIS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 1 AND PART III, LINES 1 AND 4A:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE PART VII - SUPPLEMENTAL INFO
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE PART VII-SUPPLEMENTAL INFO
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0PARTNERSHIP, CORPORATION OR TRUST: THIS INFORMATION IS AVAILABLE AT THE TRUST OFFICE.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0PARTS III AND IV - IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01732898
IRS990/TotalAssetsEOYAmt02114379
IRS990/TotalAssetsGrp/BOYAmt01732898
IRS990/TotalAssetsGrp/EOYAmt02114379
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/TotalAmt0327166
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05173
IRS990/TotalLiabilitiesEOYAmt016348
IRS990/TotalLiabilitiesGrp/BOYAmt05173
IRS990/TotalLiabilitiesGrp/EOYAmt016348
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01727725
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02098031
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0429468

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,114,379
Liabilities
$16,348
Net assets
$2,098,031
Revenue
$598,215
Expenses
$327,166
Net income
$271,049
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.96$0.04$3.92$0.93$0.69$0.24
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.29$0.05$3.24$1.20$0.51$0.68
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.44$0.03$2.41$1.15$0.43$0.72
2021Detailed filing. Detailed filing data is available for this year.$2.11$0.02$2.10$0.60$0.33$0.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.73$0.01$1.73$0.65$0.29$0.37
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.00$1.37$0.51$0.30$0.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.05$1.16$0.33$0.28$0.05
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.01$1.12$0.38$0.28$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.03$0.01$1.01$0.53$0.28$0.24
2015Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.45$0.20$0.26
2014Summary only. Only limited summary data is available for this year.$0.52$0.00$0.52$0.22$0.21$0.01
2013Summary only. Only limited summary data is available for this year.$0.51$0.00$0.51$0.30$0.16$0.14
2012Summary only. Only limited summary data is available for this year.$0.39$0.02$0.20$0.18$0.01
2011Summary only. Only limited summary data is available for this year.$0.36$0.00$0.36$0.22$0.15$0.07