Civic Intelligence

Allied Workers Local 28 Joint Apprenticeship and Training Fund

990EZ • Fiscal year 2014 • EIN 06-1746666

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 12, 2015

6210 Carr StAurora, CO 80004

(303) 742-9010

Siviq Scores

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

Liabilities / Assets

84th percentile

0.28x

Higher debt load relative to assets than 84% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

77th percentile

0.06x

Higher debt load relative to revenue than 77% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

38th percentile

-1.1%

Higher net margin than 38% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

77th percentile

$6,530

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 15.8% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

62nd percentile

10%

Faster asset growth than 62% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

89th percentile

68%

Faster revenue growth than 89% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$9,317

Up $852 (+10%) from 2013

Net Assets

Down

$6,748

Down $467 (-6.5%) from 2013

Liabilities

Up

$2,569

Up $1,319 (+106%) from 2013

Revenue

Up

$41,228

Up $16,717 (+68%) from 2013

Expenses

Up

$41,695

Up $4,421 (+12%) from 2013

Net Income

Up

-$467

Up $12,296 (+96%) from 2013

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $47,302Liabilities 2011: $1,2312011Assets 2012: $22,991Liabilities 2012: $3,013Net Assets 2012: $19,9782012Assets 2013: $8,465Liabilities 2013: $1,250Net Assets 2013: $7,2152013Assets 2014: $9,317Liabilities 2014: $2,569Net Assets 2014: $6,7482014Assets 2015: $10,122Liabilities 2015: $2,332Net Assets 2015: $7,7902015Assets 2016: $4,566Liabilities 2016: $1,596Net Assets 2016: $2,9702016Assets 2017: $6,504Liabilities 2017: $1,944Net Assets 2017: $4,5602017Assets 2018: $2,201Liabilities 2018: $1,727Net Assets 2018: $4742018Assets 2019: $3,710Liabilities 2019: $2,063Net Assets 2019: $1,6472019Assets 2020: $2,845Liabilities 2020: $2,814Net Assets 2020: $312020Assets 2021: $10,981Liabilities 2021: $2,204Net Assets 2021: $8,7772021

Highlighted filing

2014

Assets$9,317
Liabilities$2,569
Net Assets$6,748

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $136,540Expenses 2011: $111,226Net Income 2011: $25,3142011Revenue 2012: $57,752Expenses 2012: $83,845Net Income 2012: -$26,0932012Revenue 2013: $24,511Expenses 2013: $37,274Net Income 2013: -$12,7632013Revenue 2014: $41,228Expenses 2014: $41,695Net Income 2014: -$4672014Revenue 2015: $44,003Expenses 2015: $42,961Net Income 2015: $1,0422015Revenue 2016: $28,397Expenses 2016: $33,217Net Income 2016: -$4,8202016Revenue 2017: $38,115Expenses 2017: $36,525Net Income 2017: $1,5902017Revenue 2018: $33,599Expenses 2018: $37,685Net Income 2018: -$4,0862018Revenue 2019: $35,483Expenses 2019: $34,310Net Income 2019: $1,1732019Revenue 2020: $16,876Expenses 2020: $18,492Net Income 2020: -$1,6162020Revenue 2021: $18,530Expenses 2021: $9,784Net Income 2021: $8,7462021

Highlighted filing

2014

Revenue$41,228
Expenses$41,695
Net Income-$467
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 12, 2015
Return Version
2013v4.0
Gross Receipts
$41,228
Mission and Program Overview

Mission

Training and education of employees within the Heat and Frost Insulators trade

Program Services

DescriptionGrantsExpenses
Train and educate employees within the Heat and Frost Insulators and Allied Workers Trade$38,479-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tony AbeytaTrustee-$6,530-$6,530
Mark WilliamsTrustee-$0--
Donnie Brown JrTrustee-$0--
Filing and Contact Details

Filer

EIN
06-1746666
Phone
3037429010

Signing Officer

Name
Anthony Abeyta
Title
Trustee
Signed
2015-02-12
Discuss with paid preparer
Yes

Preparer

Preparer
James Yureskes
Phone
3039871091
Supplemental Narrative

Additional Explanations

Other Revenue.1

Reimbursed Expenses $1529

Other Expenses.1002

Office Expenses $367

Other Expenses.1005

Travel $2051

Other Expenses.1007

Conferences, Conventions, and Meetings $450

Other Expenses.1009

Depreciation $770

Other Expenses.1012

Insurance $277

Other Expenses.1

Grant and contract $8965

Other Expenses.2

Training expenses $1915

Other Expenses.3

Auto $1667

Other Expenses.4

Meetings $287

Other Expenses.5

Miscellaneous $155

Other Assets.1003

Machinery and Equipment - Beginning $4572 Machinery and Equipment - Ending $3801

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $1250 Accounts Payable and Accrued Expenses - Ending $2569

Raw XML Appendix159 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum03037429010
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine106210 Carr st
IRS990EZ/BooksInCareOfDetail/USAddress/City0Arvada
IRS990EZ/BooksInCareOfDetail/USAddress/State0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode080004
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03893
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05516
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07370
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-467
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt09317
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt041228
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingOtherDesc0Modified Cash
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07215
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06748
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07215
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06748
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Mark Williams
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Tony Abeyta
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04572
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03801
IRS990EZ/OtherExpensesTotalAmt016904
IRS990EZ/OtherRevenueTotalAmt01529
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Training and education of employees within the Heat and Frost Insulators trade
IRS990EZ/ProgramServiceRevenueAmt032329
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Train and educate employees within the Heat and Frost Insulators and Allied Workers Trade
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt038479
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt024791
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01250
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02569
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt041695
IRS990EZ/TotalProgramServiceExpensesAmt038479
IRS990EZ/TotalRevenueAmt041228
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0false
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0The fund does not solicit contributions
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Reimbursed Expenses $1529
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $367
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $2051
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conferences, Conventions, and Meetings $450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Depreciation $770
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance $277
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Grant and contract $8965
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Training expenses $1915
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Auto $1667
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Meetings $287
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Miscellaneous $155
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Machinery and Equipment - Beginning $4572 Machinery and Equipment - Ending $3801
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Accounts Payable and Accrued Expenses - Beginning $1250 Accounts Payable and Accrued Expenses - Ending $2569
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Total Liabilities.1001
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Anthony Abeyta
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10Allied Workers Local 28 Joint
ReturnHeader/Filer/BusinessName/BusinessNameLine20Apprenticeship and Training Fund
ReturnHeader/Filer/BusinessNameControlTxt0ALLI
ReturnHeader/Filer/EIN0061746666
ReturnHeader/Filer/PhoneNum03037429010
ReturnHeader/Filer/USAddress/AddressLine106210 Carr St
ReturnHeader/Filer/USAddress/City0Arvada
ReturnHeader/Filer/USAddress/State0CO
ReturnHeader/Filer/USAddress/ZIPCode080004
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CFM PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103278 S Wadsworth Blvd 1-145
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0LAKEWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0802275028
ReturnHeader/PreparerPersonGrp/PhoneNum03039871091
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James Yureskes
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-02-12T14:31:14-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits