Civic Intelligence

Roofers Local No 9 Joint Apprentice and Training Fund

990EZ • Fiscal year 2013 • EIN 06-1424383

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 14, 2014

66 Connecticut BlvdEast Hartford, CT 06108

(860) 289-0264

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)5 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)5 • <$500k nonprofits • Source year 2013

Net Margin

72nd percentile

12%

Higher net margin than 72% of similar nonprofits.

2013 filings • 501(c)5 • <$500k nonprofits • Source year 2013

Top Officer Pay

80th percentile

$14,832

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 17.6% of source-year revenue.

2013 filings • 501(c)5 • <$500k nonprofits • Source year 2013

Asset Growth

86th percentile

27%

Faster asset growth than 86% of similar nonprofits.

2013 filings • 501(c)5 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

66th percentile

5.1%

Faster revenue growth than 66% of similar nonprofits.

2013 filings • 501(c)5 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Up

$47,802

Up $10,094 (+27%) from 2012

Net Assets

Up

$47,802

Up $10,094 (+27%) from 2012

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$84,061

Up $4,063 (+5.1%) from 2012

Expenses

Up

$73,967

Up $3,066 (+4.3%) from 2012

Net Income

Up

$10,094

Up $997 (+11%) from 2012

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $12,937Net Assets 2010: $12,9372010Assets 2011: $28,611Liabilities 2011: $02011Assets 2012: $37,708Net Assets 2012: $37,7082012Assets 2013: $47,802Liabilities 2013: $0Net Assets 2013: $47,8022013Assets 2014: $50,198Liabilities 2014: $0Net Assets 2014: $50,1982014Assets 2015: $61,967Liabilities 2015: $0Net Assets 2015: $61,9672015Assets 2016: $81,946Liabilities 2016: $0Net Assets 2016: $81,9462016Assets 2017: $98,919Liabilities 2017: $0Net Assets 2017: $98,9192017Assets 2018: $98,101Liabilities 2018: $0Net Assets 2018: $98,1012018Assets 2019: $116,214Liabilities 2019: $0Net Assets 2019: $116,2142019Assets 2020: $123,846Liabilities 2020: $273Net Assets 2020: $123,5732020Assets 2021: $119,297Liabilities 2021: $273Net Assets 2021: $119,0242021Assets 2022: $111,337Liabilities 2022: $273Net Assets 2022: $111,0642022Assets 2023: $98,238Liabilities 2023: $273Net Assets 2023: $97,9652023Assets 2024: $96,603Liabilities 2024: $273Net Assets 2024: $96,3302024

Highlighted filing

2013

Assets$47,802
Liabilities$0
Net Assets$47,802

Operations Trend

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

$100K$50K$0-$50KRevenue 2010: $40,674Expenses 2010: $61,614Net Income 2010: -$20,9402010Revenue 2011: $69,199Expenses 2011: $53,525Net Income 2011: $15,6742011Revenue 2012: $79,998Expenses 2012: $70,901Net Income 2012: $9,0972012Revenue 2013: $84,061Expenses 2013: $73,967Net Income 2013: $10,0942013Revenue 2014: $75,607Expenses 2014: $73,211Net Income 2014: $2,3962014Revenue 2015: $92,441Expenses 2015: $80,672Net Income 2015: $11,7692015Revenue 2016: $99,649Expenses 2016: $79,670Net Income 2016: $19,9792016Revenue 2017: $88,996Expenses 2017: $72,023Net Income 2017: $16,9732017Revenue 2018: $76,944Expenses 2018: $77,762Net Income 2018: -$8182018Revenue 2019: $94,320Expenses 2019: $76,207Net Income 2019: $18,1132019Revenue 2020: $84,263Expenses 2020: $76,904Net Income 2020: $7,3592020Revenue 2021: $70,839Expenses 2021: $75,388Net Income 2021: -$4,5492021Revenue 2022: $78,194Expenses 2022: $86,154Net Income 2022: -$7,9602022Revenue 2023: $83,958Expenses 2023: $97,057Net Income 2023: -$13,0992023Revenue 2024: $91,096Expenses 2024: $92,731Net Income 2024: -$1,6352024

Highlighted filing

2013

Revenue$84,061
Expenses$73,967
Net Income$10,094
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 14, 2014
Return Version
2013v3.1
Gross Receipts
$84,061
Mission and Program Overview

Mission

The fund was formed for the purpose of financing training and related programs for eligible trainees, apprentice roofers and journeymen roofers.

Program Services

DescriptionGrantsExpenses
PROVIDE TRAINING AND RELATED PROGRAMS FOR ELIGIBLE TRAINEES, APPRENTICE ROOFERS AND JOURNEYMEN ROOFERS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL HASSETTApprentice CoorPT$14,832-$14,832
Michael ThompsonTrustee-$0--
MARK CANINOTrustee-$0--
Herbert WilliamsonTrustee-$0--
WILLIAM EKENBARGERTrustee-$0--
JEFFREY NAGYTrustee-$0--
JOHN MCCONVILLETrustee-$0--
ROB PETERSONTrustee-$0--
Filing and Contact Details

Filer

EIN
06-1424383
Phone
8602890264

Signing Officer

Name
Michael Thompson
Title
Trustee
Signed
2014-11-14
Discuss with paid preparer
Yes

Preparer

Preparer
Robert D Boudreau CPA
Phone
8606631190
Supplemental Narrative

Additional Explanations

Other Revenue.1

Common Expense Reimbursem $700

Other Expenses.1002

Office Expenses $426

Other Expenses.1007

Conferences, Conventions, and Meetings $5857

Other Expenses.1012

Insurance $116

Other Expenses.1

Phone $1177

Other Expenses.2

REGISTRATION FEES $100

Raw XML Appendix127 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Annemarie Brescia
IRS990EZ/BooksInCareOfDetail/PhoneNum08602890264
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1066 Connecticut Blvd E Hartford Ct
IRS990EZ/BooksInCareOfDetail/USAddress/City0EAST HARTFORD
IRS990EZ/BooksInCareOfDetail/USAddress/State0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode006108
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt037708
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt047802
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010094
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05726
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt037708
IRS990EZ/Form990TotalAssetsGrp/EOYAmt047802
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt084061
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt037708
IRS990EZ/NetAssetsOrFundBalancesEOYAmt047802
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt037708
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt047802
IRS990EZ/OccupancyRentUtltsAndMaintAmt09095
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt214832
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Michael Thompson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARK CANINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHAEL HASSETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Herbert Williamson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4WILLIAM EKENBARGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JEFFREY NAGY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOHN MCCONVILLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ROB PETERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Apprentice Coor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt07676
IRS990EZ/OtherRevenueTotalAmt0700
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE FUND WAS FORMED FOR THE PURPOSE OF FINANCING TRAINING AND RELATED PROGRAMS FOR ELIGIBLE TRAINEES, APPRENTICE ROOFERS AND JOURNEYMEN ROOFERS.
IRS990EZ/ProgramServiceRevenueAmt083361
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE TRAINING AND RELATED PROGRAMS FOR ELIGIBLE TRAINEES, APPRENTICE ROOFERS AND JOURNEYMEN ROOFERS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt051470
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt073967
IRS990EZ/TotalRevenueAmt084061
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Common Expense Reimbursem $700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $426
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $5857
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $116
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Phone $1177
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5REGISTRATION FEES $100
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Michael Thompson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROOFERS LOCAL NO 9 JOINT APPRENTICE AND
ReturnHeader/Filer/BusinessName/BusinessNameLine20TRAINING FUND
ReturnHeader/Filer/BusinessNameControlTxt0ROOF
ReturnHeader/Filer/EIN0061424383
ReturnHeader/Filer/PhoneNum08602890264
ReturnHeader/Filer/USAddress/AddressLine1066 CONNECTICUT BLVD
ReturnHeader/Filer/USAddress/City0EAST HARTFORD
ReturnHeader/Filer/USAddress/State0CT
ReturnHeader/Filer/USAddress/ZIPCode006108
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Buckley Frame Boudreau & Co PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10255 Route 80 - PO Box 698
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Killingworth
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode006419
ReturnHeader/PreparerPersonGrp/PhoneNum08606631190
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert D Boudreau CPA
ReturnHeader/ReturnTs02014-11-14T06:54:49-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.96$0.91$0.93$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.84$0.97$0.13
2022Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.78$0.86$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.00$1.19$0.71$0.75$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.84$0.77$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.94$0.76$0.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.00$0.98$0.77$0.78$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.99$0.89$0.72$0.17
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.00$0.82$1.00$0.80$0.20
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.00$0.62$0.92$0.81$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.76$0.73$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.84$0.74$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.38$0.80$0.71$0.09
2011Summary only. Only limited summary data is available for this year.$0.29$0.00$0.69$0.54$0.16
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.13$0.41$0.62$0.21