Civic Intelligence

U a Local 716 Apprenticeship and Training Trust

990 • Fiscal year 2015 • EIN 01-0462738

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 11, 2016

10 Technology DriveWallingford, CT 06492

(203) 269-7741

Siviq Scores

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

Liabilities / Assets

71st percentile

0.22x

Higher debt load relative to assets than 71% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

87th percentile

0.72x

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

82nd percentile

25%

Higher net margin than 82% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

67th percentile

8.2%

Faster asset growth than 67% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

89th percentile

57%

Faster revenue growth than 89% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Up

$953,488

Up $72,072 (+8.2%) from 2014

Net Assets

Up

$742,989

Up $73,303 (+11%) from 2014

Liabilities

Down

$210,499

Down $1,231 (-0.6%) from 2014

Revenue

Up

$293,485

Up $106,130 (+57%) from 2014

Expenses

Up

$220,182

Up $75,120 (+52%) from 2014

Net Income

Up

$73,303

Up $31,010 (+73%) from 2014

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $1,032,759Liabilities 2010: $266,215Net Assets 2010: $766,5442010Assets 2011: $956,456Liabilities 2011: $252,861Net Assets 2011: $703,5952011Assets 2012: $903,213Liabilities 2012: $224,224Net Assets 2012: $678,9892012Assets 2013: $853,035Liabilities 2013: $225,642Net Assets 2013: $627,3932013Assets 2014: $881,416Liabilities 2014: $211,730Net Assets 2014: $669,6862014Assets 2015: $953,488Liabilities 2015: $210,499Net Assets 2015: $742,9892015Assets 2016: $937,891Liabilities 2016: $193,399Net Assets 2016: $744,4922016Assets 2017: $971,524Liabilities 2017: $182,647Net Assets 2017: $788,8772017Assets 2018: $1,049,320Liabilities 2018: $174,792Net Assets 2018: $874,5282018Assets 2019: $1,080,624Liabilities 2019: $172,922Net Assets 2019: $907,7022019Assets 2020: $1,088,643Liabilities 2020: $202,257Net Assets 2020: $886,3862020Assets 2021: $1,116,606Liabilities 2021: $145,986Net Assets 2021: $970,6202021Assets 2022: $1,088,860Liabilities 2022: $136,523Net Assets 2022: $952,3372022Assets 2023: $875,745Liabilities 2023: $7,994Net Assets 2023: $867,7512023Assets 2024: $801,966Liabilities 2024: $7,968Net Assets 2024: $793,9982024

Highlighted filing

2015

Assets$953,488
Liabilities$210,499
Net Assets$742,989

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $364,7992010Expenses 2011: $255,6752011Expenses 2012: $183,6272012Revenue 2013: $142,147Expenses 2013: $193,743Net Income 2013: -$51,5962013Revenue 2014: $187,355Expenses 2014: $145,062Net Income 2014: $42,2932014Revenue 2015: $293,485Expenses 2015: $220,182Net Income 2015: $73,3032015Revenue 2016: $208,712Expenses 2016: $207,209Net Income 2016: $1,5032016Revenue 2017: $271,589Expenses 2017: $226,475Net Income 2017: $45,1142017Revenue 2018: $375,094Expenses 2018: $289,443Net Income 2018: $85,6512018Revenue 2019: $414,008Expenses 2019: $380,834Net Income 2019: $33,1742019Revenue 2020: $283,754Expenses 2020: $305,070Net Income 2020: -$21,3162020Revenue 2021: $400,536Expenses 2021: $316,302Net Income 2021: $84,2342021Revenue 2022: $322,672Expenses 2022: $340,955Net Income 2022: -$18,2832022Revenue 2023: $305,665Expenses 2023: $390,251Net Income 2023: -$84,5862023Revenue 2024: $279,880Expenses 2024: $353,633Net Income 2024: -$73,7532024

Highlighted filing

2015

Revenue$293,485
Expenses$220,182
Net Income$73,303
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 11, 2016
Return Version
2015v2.0
Gross Receipts
$332,457
Mission and Program Overview

Mission

To better the conditions of workers, improve skill level and develop a higher degree of efficiency and competency by providing classroom education and on the job training.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$794,940$760,392▼ $34,548
Rtn Earn Endowment Incm Other Fnds$669,686$742,989▲ $73,303
Savings and Temporary Cash Investments$57,402$168,831▲ $111,429
Accounts Receivable$29,073$24,265▼ $4,808
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$881,416$953,488▲ $72,072
Other Assets Total$1$0▼ $1
Liabilities
Mortgage Notes Payable Secured by Investment Property$204,817$195,939▼ $8,878
Accounts Payable and Accrued Expenses$6,797$14,444▲ $7,647
Other Liabilities$116$116→ $0
Total Liabilities$211,730$210,499▼ $1,231
Net Assets / Fund Balance
Total Net Assets Fund Balance$669,686$742,989▲ $73,303
Total Liabilities and Net Assets / Fund Balance$881,416$953,488▲ $72,072

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$435,769$266,273$702,042
Leasehold Improvements$219,260$89,423$308,683
Equipment$24,637$229,347$253,984
Land$80,726-$80,726
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$20,472
Program Service Revenue
$256,875
Investment Income
$113
Other Revenue
$16,025
Change in Net Assets
$73,303

Audited Revenue Reconciliation

Revenue per Audited Statements
$293,485
Total Revenue per Audited Statements
$293,485
Total Revenue per Form 990
$293,485
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$127,608
Salaries, Compensation, and Employee Benefits$92,574
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$57,103--$57,103
Occupancy$31,315--$31,315
Other Employee Benefits$29,047--$29,047
Depreciation Depletion$21,089--$21,089
Fees for Services Other-$7,395-$7,395
Payroll Taxes$6,424--$6,424
Insurance$6,310--$6,310
Fees for Services Accounting-$5,360-$5,360
Interest$4,522--$4,522
Fees for Services Legal-$3,633-$3,633
Other Expenses$2,039--$2,039
All Other Expenses$622--$622
Office Expenses$411--$411
Total Functional Expenses$203,794$16,388$0$220,182

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$220,182
Total Expenses per Audited Statements$220,182
Total Expenses per Form 990$220,182
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
Insider Transactions and Loans

Loans and Receivables

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

Other Reported Liabilities

LiabilityAmount
Payroll w/h$116
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 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, Line 11B: Form 990 Review Process

A copy was provided to the Governing Board via e-mail or paper copy. The Form 990 was reviewed by the trustee signing the return, legal counsel and the third party administrator prior to filing the return.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Each trustee are provided with an annual statement which affirms that they have received a copy of the policy, have read and understands the policy and agrees to comply with the policy.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

The organization's governing documents, instruments under which the organization is operated or established, and financial statements are available upon request, to participants, employers, and others in accordance with the provisions of ERISA, but are not available to the general public.

Filing and Contact Details

Filer

Filer Name
UA Local 716 Apprenticeship & Training
EIN
01-0462738
Phone
2032697741
Address
10 Technology Drive, Wallingford, CT 06492

Signing Officer

Name
John Napolitano
Title
Chairman
Signed
2016-11-11
Discuss with paid preparer
Yes

Organization Details

Formed
2009
Legal Domicile
Me
Voting Board Members
9
Independent Board Members
9
Employees
9

Preparer

Firm
Buckley Frame Boudreau & Co PC
Address
255 Route 80 - PO Box 698, Killingworth, CT 06419
Preparer
Gerard J Frame CPA
Phone
8606631190
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IRS990/OtherExpensesGrp/TotalAmt32039
IRS990/OtherLiabilitiesGrp/BOYAmt0116
IRS990/OtherLiabilitiesGrp/EOYAmt0116
IRS990/OtherRevenueMiscGrp/BusinessCd0230000
IRS990/OtherRevenueMiscGrp/Desc0Snow damage ins proceeds
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03773
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03773
IRS990/OtherRevenueTotalAmt03773
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt057103
IRS990/OtherSalariesAndWagesGrp/TotalAmt057103
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt06424
IRS990/PayrollTaxesGrp/TotalAmt06424
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0230000
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0256875
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0256875
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt022390
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt016
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt092958
IRS990/PYOtherRevenueAmt012839
IRS990/PYProgramServiceRevenueAmt0152110
IRS990/PYRevenuesLessExpensesAmt042293
IRS990/PYSalariesCompEmpBnftPaidAmt052104
IRS990/PYTotalExpensesAmt0145062
IRS990/PYTotalRevenueAmt0187355
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt073303
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt012252
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0669686
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0742989
IRS990/SavingsAndTempCashInvstGrp/BOYAmt057402
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0168831
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0435769
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0266273
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0702042
IRS990ScheduleD/EquipmentGrp/BookValueAmt024637
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0229347
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0253984
IRS990ScheduleD/ExpensesSubtotalAmt0220182
IRS990ScheduleD/LandGrp/BookValueAmt080726
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt080726
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0219260
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt089423
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0308683
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0116
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Payroll w/h
IRS990ScheduleD/RevenueSubtotalAmt0293485
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0760392
IRS990ScheduleD/TotalExpensesPerForm990Amt0220182
IRS990ScheduleD/TotalLiabilityAmt0116
IRS990ScheduleD/TotalRevenuePerForm990Amt0293485
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0293485
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0220182
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A copy was provided to the Governing Board via e-mail or paper copy. The Form 990 was reviewed by the trustee signing the return, legal counsel and the third party administrator prior to filing the return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH TRUSTEE ARE PROVIDED WITH AN ANNUAL STATEMENT WHICH AFFIRMS THAT THEY HAVE RECEIVED A COPY OF THE POLICY, HAVE READ AND UNDERSTANDS THE POLICY AND AGREES TO COMPLY WITH THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization's governing documents, instruments under which the organization is operated or established, and financial statements are available upon request, to participants, employers, and others in accordance with the provisions of ERISA, but are not available to the general public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0881416
IRS990/TotalAssetsEOYAmt0953488
IRS990/TotalAssetsGrp/BOYAmt0881416
IRS990/TotalAssetsGrp/EOYAmt0953488
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt020472
IRS990/TotalEmployeeCnt09
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016388
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0203794
IRS990/TotalFunctionalExpensesGrp/TotalAmt0220182
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0211730
IRS990/TotalLiabilitiesEOYAmt0210499
IRS990/TotalLiabilitiesGrp/BOYAmt0211730
IRS990/TotalLiabilitiesGrp/EOYAmt0210499
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0669686
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0742989
IRS990/TotalProgramServiceExpensesAmt0203794
IRS990/TotalProgramServiceRevenueAmt0256875
IRS990/TotalRevenueGrp/ExclusionAmt0113
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0272900
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0293485
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0881416

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.01$0.79$0.28$0.35$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.88$0.01$0.87$0.31$0.39$0.08
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.14$0.95$0.32$0.34$0.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.15$0.97$0.40$0.32$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.20$0.89$0.28$0.31$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.17$0.91$0.41$0.38$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.17$0.87$0.38$0.29$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.18$0.79$0.27$0.23$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.94$0.19$0.74$0.21$0.21$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.95$0.21$0.74$0.29$0.22$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.88$0.21$0.67$0.19$0.15$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.85$0.23$0.63$0.14$0.19$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.22$0.68$0.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.25$0.70$0.26
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.27$0.77$0.36
Peer Organizations

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