Civic Intelligence

U a Local 716 Apprenticeship and Training Trust

990 • Fiscal year 2016 • EIN 01-0462738

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 10, 2017

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

0.21x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

89th percentile

0.93x

Higher debt load relative to revenue than 89% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

43rd percentile

0.7%

Higher net margin than 43% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

37th percentile

-1.6%

Faster asset growth than 37% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

12th percentile

-29%

Faster revenue growth than 12% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Down

$937,891

Down $15,597 (-1.6%) from 2015

Net Assets

Up

$744,492

Up $1,503 (+0.2%) from 2015

Liabilities

Down

$193,399

Down $17,100 (-8.1%) from 2015

Revenue

Down

$208,712

Down $84,773 (-29%) from 2015

Expenses

Down

$207,209

Down $12,973 (-5.9%) from 2015

Net Income

Down

$1,503

Down $71,800 (-98%) from 2015

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

2016

Assets$937,891
Liabilities$193,399
Net Assets$744,492

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

2016

Revenue$208,712
Expenses$207,209
Net Income$1,503
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 10, 2017
Return Version
2016v3.0
Gross Receipts
$246,877
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
Rtn Earn Endowment Incm Other Fnds$742,989$744,492▲ $1,503
Land, Buildings, and Equipment, Net$760,392$728,672▼ $31,720
Savings and Temporary Cash Investments$168,831$191,054▲ $22,223
Accounts Receivable$24,265$18,165▼ $6,100
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$953,488$937,891▼ $15,597
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$195,939$186,820▼ $9,119
Accounts Payable and Accrued Expenses$14,444$6,463▼ $7,981
Other Liabilities$116$116→ $0
Total Liabilities$210,499$193,399▼ $17,100
Net Assets / Fund Balance
Total Net Assets Fund Balance$742,989$744,492▲ $1,503
Total Liabilities and Net Assets / Fund Balance$953,488$937,891▼ $15,597

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$417,769$284,273$702,042
Leasehold Improvements$208,623$100,060$308,683
Equipment$21,554$232,430$253,984
Land$80,726-$80,726
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$25,480
Program Service Revenue
$173,880
Investment Income
$162
Other Revenue
$9,190
Change in Net Assets
$1,503

Audited Revenue Reconciliation

Revenue per Audited Statements
$208,712
Total Revenue per Audited Statements
$208,712
Total Revenue per Form 990
$208,712
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$120,093
Salaries, Compensation, and Employee Benefits$87,116
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$56,934--$56,934
Occupancy$24,896--$24,896
Depreciation Depletion$18,261--$18,261
Pension Plan Contributions$12,307--$12,307
Other Employee Benefits$11,244--$11,244
Fees for Services Legal-$8,188-$8,188
Fees for Services Other-$7,400-$7,400
Payroll Taxes$6,631--$6,631
Fees for Services Accounting-$5,723-$5,723
Insurance$5,492--$5,492
Interest$4,500--$4,500
Office Expenses$1,929--$1,929
Other Expenses$1,917--$1,917
All Other Expenses$1,418--$1,418
Total Functional Expenses$185,898$21,311$0$207,209

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$207,209
Total Expenses per Audited Statements$207,209
Total Expenses per Form 990$207,209
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
2017-11-10
Discuss with paid preparer
Yes

Organization Details

Formed
2009
Legal Domicile
Me
Voting Board Members
8
Independent Board Members
4
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/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt06631
IRS990/PayrollTaxesGrp/TotalAmt06631
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt012307
IRS990/PensionPlanContributionsGrp/TotalAmt012307
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0230000
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0173880
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0173880
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt020472
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0113
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0127608
IRS990/PYOtherRevenueAmt016025
IRS990/PYProgramServiceRevenueAmt0256875
IRS990/PYRevenuesLessExpensesAmt073303
IRS990/PYSalariesCompEmpBnftPaidAmt092574
IRS990/PYTotalExpensesAmt0220182
IRS990/PYTotalRevenueAmt0293485
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt01503
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt05684
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0742989
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0744492
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0168831
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0191054
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0417769
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0284273
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0702042
IRS990ScheduleD/EquipmentGrp/BookValueAmt021554
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0232430
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0253984
IRS990ScheduleD/ExpensesSubtotalAmt0207209
IRS990ScheduleD/LandGrp/BookValueAmt080726
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt080726
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0208623
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0100060
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0308683
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0116
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Payroll w/h
IRS990ScheduleD/RevenueSubtotalAmt0208712
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0728672
IRS990ScheduleD/TotalExpensesPerForm990Amt0207209
IRS990ScheduleD/TotalLiabilityAmt0116
IRS990ScheduleD/TotalRevenuePerForm990Amt0208712
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0208712
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0207209
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/TotalAssetsBOYAmt0953488
IRS990/TotalAssetsEOYAmt0937891
IRS990/TotalAssetsGrp/BOYAmt0953488
IRS990/TotalAssetsGrp/EOYAmt0937891
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt025480
IRS990/TotalEmployeeCnt09
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt021311
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0185898
IRS990/TotalFunctionalExpensesGrp/TotalAmt0207209
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0210499
IRS990/TotalLiabilitiesEOYAmt0193399
IRS990/TotalLiabilitiesGrp/BOYAmt0210499
IRS990/TotalLiabilitiesGrp/EOYAmt0193399
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0742989
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0744492
IRS990/TotalProgramServiceExpensesAmt0185898
IRS990/TotalProgramServiceRevenueAmt0173880
IRS990/TotalRevenueGrp/ExclusionAmt0162
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0183070
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0208712
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0953488
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0937891
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt08

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
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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