Civic Intelligence

Iuoe Local 877 Apprentice Training & Skill Improvement Fund

990EZ • Fiscal year 2018 • EIN 04-6849959

Jun 01, 2017 to May 31, 2018 • Filed on Oct 11, 2018

89 Access Road Unit 4Norwood, MA 02062-5233

(781) 769-1877

Siviq Scores

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

Liabilities / Assets

68th percentile

0.01x

Higher debt load relative to assets than 68% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

79th percentile

0.03x

Higher debt load relative to revenue than 79% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Net Margin

86th percentile

23%

Higher net margin than 86% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Asset Growth

64th percentile

7.5%

Faster asset growth than 64% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

97th percentile

62%

Faster revenue growth than 97% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$219,423

Up $15,377 (+7.5%) from 2017

Net Assets

Up

$217,274

Up $14,575 (+7.2%) from 2017

Liabilities

Up

$2,149

Up $802 (+60%) from 2017

Revenue

Up

$62,303

Up $23,847 (+62%) from 2017

Expenses

Up

$47,728

Up $21,045 (+79%) from 2017

Net Income

Up

$14,575

Up $2,802 (+24%) from 2017

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $76,234Liabilities 2011: $820Net Assets 2011: $75,4142011Assets 2012: $97,594Liabilities 2012: $830Net Assets 2012: $96,7642012Assets 2013: $129,722Liabilities 2013: $860Net Assets 2013: $128,8622013Assets 2014: $153,979Liabilities 2014: $815Net Assets 2014: $153,1642014Assets 2015: $177,330Liabilities 2015: $875Net Assets 2015: $176,4552015Assets 2016: $192,126Liabilities 2016: $1,200Net Assets 2016: $190,9262016Assets 2017: $204,046Liabilities 2017: $1,347Net Assets 2017: $202,6992017Assets 2018: $219,423Liabilities 2018: $2,149Net Assets 2018: $217,2742018Assets 2019: $181,833Liabilities 2019: $3,535Net Assets 2019: $178,2982019Assets 2020: $169,898Liabilities 2020: $15,639Net Assets 2020: $154,2592020Assets 2021: $196,410Liabilities 2021: $12,710Net Assets 2021: $183,7002021Assets 2022: $237,114Liabilities 2022: $24,482Net Assets 2022: $212,6322022Assets 2023: $477,434Liabilities 2023: $203,426Net Assets 2023: $274,0082023Assets 2024: $554,221Liabilities 2024: $176,780Net Assets 2024: $377,4412024Assets 2025: $624,582Liabilities 2025: $144,008Net Assets 2025: $480,5742025

Highlighted filing

2018

Assets$219,423
Liabilities$2,149
Net Assets$217,274

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $21,255Expenses 2011: $970Net Income 2011: $20,2852011Revenue 2012: $30,097Expenses 2012: $8,747Net Income 2012: $21,3502012Revenue 2013: $39,269Expenses 2013: $7,171Net Income 2013: $32,0982013Revenue 2014: $25,615Expenses 2014: $1,313Net Income 2014: $24,3022014Revenue 2015: $24,554Expenses 2015: $1,263Net Income 2015: $23,2912015Revenue 2016: $29,060Expenses 2016: $14,589Net Income 2016: $14,4712016Revenue 2017: $38,456Expenses 2017: $26,683Net Income 2017: $11,7732017Revenue 2018: $62,303Expenses 2018: $47,728Net Income 2018: $14,5752018Revenue 2019: $90,662Expenses 2019: $129,638Net Income 2019: -$38,9762019Revenue 2020: $94,787Expenses 2020: $129,297Net Income 2020: -$34,5102020Revenue 2021: $134,389Expenses 2021: $104,948Net Income 2021: $29,4412021Revenue 2022: $14,651Expenses 2022: $14,738Net Income 2022: -$872022Revenue 2023: $228,139Expenses 2023: $166,763Net Income 2023: $61,3762023Revenue 2024: $266,502Expenses 2024: $163,069Net Income 2024: $103,4332024Revenue 2025: $248,386Expenses 2025: $145,253Net Income 2025: $103,1332025

Highlighted filing

2018

Revenue$62,303
Expenses$47,728
Net Income$14,575
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Oct 11, 2018
Return Version
2017v2.3
Gross Receipts
$62,303
Mission and Program Overview

Mission

Provide vocational training to members and potential members of iuoe local 877.

Program Services

DescriptionGrantsExpenses
THE PURPOSE OF THE FUND IS TO PROVIDE VOCATIONAL TRAINING TO MEMBERS AND POTENTIAL MEMBERS OF IUOE LOCAL 877.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALLEN MCWADETrustee-$0--
ANTHONY PISANOTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Iuoe Local 877 Apprentice Training &
EIN
04-6849959
Phone
7817691877
Address
89 ACCESS ROAD UNIT 4, NORWOOD, MA 02062-5233

Signing Officer

Name
John Kilduff
Title
Authorized
Phone
7817691877
Signed
2018-10-11
Discuss with paid preparer
Yes

Preparer

Firm
O'BRIEN RILEY & RYAN PC
Address
30 BRAINTREE HILL OFFICE PARK, BRAINTREE, MA 02184
Preparer
Paul C Ryan
Phone
7814102300
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 103.

Form 990-ez, Part I, Line 14

Description: depreciation/amortization. Amount: 145. Description: other expenses. Amount: 4,280. Total to form 990-ez, line 14: 4,425.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: member training. Amount: 30,025. Description: insurance. Amount: 1,080. Description: office and related expenses. Amount: 1,648. Description: administrative. Amount: 1,862. Description: iuoe national training fund . Amount: 4,922. Description: supplies and training equipment. Amount: 2,615. Description: travel. Amount: 218. Total to form 990-ez, line 16: 42,370.

Form 990-ez, Part II, Line 24 - Other Assets

Description: security deposit lease. Beg. Of year amount: 0. End of year amount: 7,000. Description: deferred lease expense-net. Beg. Of year amount: 0. End of year amount: 4,208.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accrued expenses. Beg. Of year amount: 895. End of year amount: 895. Description: due to iuoe local 877. Beg. Of year amount: 452. End of year amount: 452. Description: due employer. Beg. Of year amount: 0. End of year amount: 802.

Raw XML Appendix116 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum07817691877
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt089 ACCESS ROAD UNIT 4
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NORWOOD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0020625233
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0204046
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0208215
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt014575
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0895
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GrossReceiptsAmt062303
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0202699
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0217274
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0202699
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0217274
IRS990EZ/OccupancyRentUtltsAndMaintAmt04425
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALLEN MCWADE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANTHONY PISANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt011208
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt042370
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE VOCATIONAL TRAINING TO MEMBERS AND POTENTIAL MEMBERS OF IUOE LOCAL 877.
IRS990EZ/PrintingPublicationsPostageAmt038
IRS990EZ/ProgramServiceRevenueAmt062200
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PURPOSE OF THE FUND IS TO PROVIDE VOCATIONAL TRAINING TO MEMBERS AND POTENTIAL MEMBERS OF IUOE LOCAL 877.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01347
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02149
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt047728
IRS990EZ/TotalRevenueAmt062303
IRS990EZ/TypeOfOrganizationOtherDesc0APPRENTICESHIP TRAINING/RETRAINING
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 103.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DEPRECIATION/AMORTIZATION. AMOUNT: 145. DESCRIPTION: OTHER EXPENSES. AMOUNT: 4,280. TOTAL TO FORM 990-EZ, LINE 14: 4,425.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: MEMBER TRAINING. AMOUNT: 30,025. DESCRIPTION: INSURANCE. AMOUNT: 1,080. DESCRIPTION: OFFICE AND RELATED EXPENSES. AMOUNT: 1,648. DESCRIPTION: ADMINISTRATIVE. AMOUNT: 1,862. DESCRIPTION: IUOE NATIONAL TRAINING FUND . AMOUNT: 4,922. DESCRIPTION: SUPPLIES AND TRAINING EQUIPMENT. AMOUNT: 2,615. DESCRIPTION: TRAVEL. AMOUNT: 218. TOTAL TO FORM 990-EZ, LINE 16: 42,370.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: SECURITY DEPOSIT LEASE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 7,000. DESCRIPTION: DEFERRED LEASE EXPENSE-NET. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 4,208.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 895. END OF YEAR AMOUNT: 895. DESCRIPTION: DUE TO IUOE LOCAL 877. BEG. OF YEAR AMOUNT: 452. END OF YEAR AMOUNT: 452. DESCRIPTION: DUE EMPLOYER. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 802.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN KILDUFF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0AUTHORIZED
ReturnHeader/BusinessOfficerGrp/PhoneNum07817691877
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IUOE LOCAL 877 APPRENTICE TRAINING &
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SKILL IMPROVEMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0IUOE
ReturnHeader/Filer/EIN0046849959
ReturnHeader/Filer/PhoneNum07817691877
ReturnHeader/Filer/USAddress/AddressLine1Txt089 ACCESS ROAD UNIT 4
ReturnHeader/Filer/USAddress/CityNm0NORWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B1699922BB0EB4140AAA69E047A56EA747463EA6
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02018-10-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:56:41
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043176941
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0O'BRIEN RILEY & RYAN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030 BRAINTREE HILL OFFICE PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRAINTREE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
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ReturnHeader/PreparerPersonGrp/PhoneNum07814102300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL C RYAN
ReturnHeader/ReturnTs02018-10-11T14:16:40-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-06-01
ReturnHeader/TaxPeriodEndDt02018-05-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.25$1.44$4.81$2.48$1.45$1.03
2024Detailed filing. Detailed filing data is available for this year.$5.54$1.77$3.77$2.67$1.63$1.03
2023Detailed filing. Detailed filing data is available for this year.$4.77$2.03$2.74$2.28$1.67$0.61
2022Detailed filing. Detailed filing data is available for this year.$2.37$0.24$2.13$0.15$0.15$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.96$0.13$1.84$1.34$1.05$0.29
2020Detailed filing. Detailed filing data is available for this year.$1.70$0.16$1.54$0.95$1.29$0.35
2019Detailed filing. Detailed filing data is available for this year.$1.82$0.04$1.78$0.91$1.30$0.39
2018Detailed filing. Detailed filing data is available for this year.$2.19$0.02$2.17$0.62$0.48$0.15
2017Detailed filing. Detailed filing data is available for this year.$2.04$0.01$2.03$0.38$0.27$0.12
2016Detailed filing. Detailed filing data is available for this year.$1.92$0.01$1.91$0.29$0.15$0.14
2015Detailed filing. Detailed filing data is available for this year.$1.77$0.01$1.76$0.25$0.01$0.23
2014Detailed filing. Detailed filing data is available for this year.$1.54$0.01$1.53$0.26$0.01$0.24
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.01$1.29$0.39$0.07$0.32
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.01$0.97$0.30$0.09$0.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.01$0.75$0.21$0.01$0.20