Civic Intelligence

Local 138 138A & 138B Iuoe Apprentice Training Fund

990 • Fiscal year 2025 • EIN 11-2000172

Jul 01, 2024 to Jun 30, 2025 • Filed on Mar 25, 2026

Organization ProfileN/A
PO Box 206 137 Gazza BlvdFarmingdale, NY 11735

(631) 592-5725

Siviq Scores

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

Liabilities / Assets

64th percentile

0.16x

Higher debt load relative to assets than 64% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

76th percentile

0.34x

Higher debt load relative to revenue than 76% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

82nd percentile

29%

Higher net margin than 82% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

97th percentile

$447,085

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 19.5% of source-year revenue.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

89th percentile

35%

Faster asset growth than 89% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

46th percentile

4.4%

Faster revenue growth than 46% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$4,938,027

Up $1,286,199 (+35%) from 2024

Net Assets

Up

$4,160,250

Up $665,999 (+19%) from 2024

Liabilities

Up

$777,777

Up $620,200 (+394%) from 2024

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin82nd percentile

Revenue

Up

$2,295,729

Up $97,177 (+4.4%) from 2024

Expenses

Down

$1,629,730

Down $52,454 (-3.1%) from 2024

Net Income

Up

$665,999

Up $149,631 (+29%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $1,201,062Liabilities 2010: $318,773Net Assets 2010: $882,2892010Assets 2011: $1,442,046Liabilities 2011: $231,793Net Assets 2011: $1,210,2532011Assets 2012: $1,231,938Liabilities 2012: $181,998Net Assets 2012: $1,049,9402012Assets 2013: $1,059,709Liabilities 2013: $128,302Net Assets 2013: $931,4072013Assets 2014: $1,068,770Liabilities 2014: $108,676Net Assets 2014: $960,0942014Assets 2015: $1,195,482Liabilities 2015: $233,997Net Assets 2015: $961,4852015Assets 2016: $1,064,433Liabilities 2016: $213,969Net Assets 2016: $850,4642016Assets 2017: $1,062,684Liabilities 2017: $191,125Net Assets 2017: $871,5592017Assets 2018: $953,738Liabilities 2018: $180,399Net Assets 2018: $773,3392018Assets 2019: $1,227,942Liabilities 2019: $140,390Net Assets 2019: $1,087,5522019Assets 2020: $1,871,008Liabilities 2020: $411,538Net Assets 2020: $1,459,4702020Assets 2021: $2,056,284Liabilities 2021: $310,502Net Assets 2021: $1,745,7822021Assets 2022: $2,557,064Liabilities 2022: $129,519Net Assets 2022: $2,427,5452022Assets 2023: $3,080,569Liabilities 2023: $102,686Net Assets 2023: $2,977,8832023Assets 2024: $3,651,828Liabilities 2024: $157,577Net Assets 2024: $3,494,2512024Assets 2025: $4,938,027Liabilities 2025: $777,777Net Assets 2025: $4,160,2502025

Highlighted filing

2025

Assets$4,938,027
Liabilities$777,777
Net Assets$4,160,250
Open 2025 Filing

Operations Trend

Revenue Growth46th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $861,8772010Expenses 2011: $884,3572011Expenses 2012: $904,5842012Revenue 2013: $747,604Expenses 2013: $886,989Net Income 2013: -$139,3852013Revenue 2014: $921,339Expenses 2014: $892,525Net Income 2014: $28,8142014Revenue 2015: $995,382Expenses 2015: $988,500Net Income 2015: $6,8822015Revenue 2016: $1,022,839Expenses 2016: $1,126,705Net Income 2016: -$103,8662016Revenue 2017: $1,098,345Expenses 2017: $1,085,807Net Income 2017: $12,5382017Revenue 2018: $1,045,385Expenses 2018: $1,202,829Net Income 2018: -$157,4442018Revenue 2019: $1,494,602Expenses 2019: $1,183,567Net Income 2019: $311,0352019Revenue 2020: $1,656,354Expenses 2020: $1,284,436Net Income 2020: $371,9182020Revenue 2021: $1,730,725Expenses 2021: $1,444,413Net Income 2021: $286,3122021Revenue 2022: $2,163,863Expenses 2022: $1,482,100Net Income 2022: $681,7632022Revenue 2023: $2,161,052Expenses 2023: $1,610,714Net Income 2023: $550,3382023Revenue 2024: $2,198,552Expenses 2024: $1,682,184Net Income 2024: $516,3682024Revenue 2025: $2,295,729Expenses 2025: $1,629,730Net Income 2025: $665,9992025

Highlighted filing

2025

Revenue$2,295,729
Expenses$1,629,730
Net Income$665,999
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 25, 2026
Return Version
2024v5.5
Gross Receipts
$2,295,729
Mission and Program Overview

Mission

To provide educational and skill improvement training facilities for eligible members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,494,251$4,160,250▲ $665,999
Cash and Non-Interest-Bearing Accounts$2,769,537$3,529,473▲ $759,936
Land, Buildings, and Equipment, Net$531,671$1,062,353▲ $530,682
Accounts Receivable$177,553$202,270▲ $24,717
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,651,828$4,938,027▲ $1,286,199
Other Assets Total$173,067$143,931▼ $29,136
Liabilities
Mortgage Notes Payable Secured by Investment Property$568$572,231▲ $571,663
Accounts Payable and Accrued Expenses$56,442$105,657▲ $49,215
Other Liabilities$100,567$99,889▼ $678
Total Liabilities$157,577$777,777▲ $620,200
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,494,251$4,160,250▲ $665,999
Total Liabilities and Net Assets / Fund Balance$3,651,828$4,938,027▲ $1,286,199

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$758,659$1,542,089$2,300,748
Buildings$23,511$510,080$533,591
Land$280,183-$280,183
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephen BarnettPlan Administrator-$308,471$79,068$387,539
Christopher DuffyAnnuity Admin-$307,211$63,676$370,887
Vincent D RazzanoTraining DirectorFT$252,236$75,634$327,870
Scott TierneyApprentice InstructorFT$195,964$75,940$271,904
Lisa HardenClaims Admin--$149,573$149,573
Anne McdonnaughBookkeper--$142,203$142,203

Board Members and Trustees

NameTitle
William Duffy JrChairman/administrator
Anthony MaliziaTrustee
Dennis AdrianTrustee
James HaneyTrustee
James Pratt IiiTrustee
John DuffyTrustee
John J DuffyTrustee
Marc HerbstTrustee
Shawn ColesTrustee
Enrique GuzmanOrganizer
Revenue and Support

Revenue Composition

Contributions and Grants
$14,930
Program Service Revenue
$2,158,884
Investment Income
$121,915
Other Revenue
$0
Change in Net Assets
$665,999

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,295,729
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,295,729
Total Revenue per Form 990
$2,295,729
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$845,884
Salaries, Compensation, and Employee Benefits$783,846
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$263,209$28,539-$291,748
Current Officers, Directors, Trustees, and Key Employees$252,236--$252,236
Office Expenses-$156,823-$156,823
Pension Plan Contributions$117,463$28,127-$145,590
Conferences and Meetings-$84,661-$84,661
Fees for Services Accounting-$68,586-$68,586
Depreciation Depletion$63,776$1,600-$65,376
Other Employee Benefits$34,112$19,638-$53,750
Insurance$49,708--$49,708
Occupancy$16,355$25,800-$42,155
Payroll Taxes$33,292$7,230-$40,522
Fees for Services Legal-$14,733-$14,733
Interest$12,307--$12,307
Other Expenses$9,907--$9,907
All Other Expenses$3,846$4,526-$8,372
Information Technology$3,042--$3,042
Total Functional Expenses$1,189,467$440,263$0$1,629,730

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,629,730
Total Expenses per Audited Statements$1,629,730
Total Expenses per Form 990$1,629,730
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Organizations$99,889
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Officers that are family members of other officers: john duffy - trustee william duffy jr, - trustee relationship: uncle/nephew john duffy - trustee john j. Duffy - trustee relationship: father/son william duffy jr, - trustee john j. Duffy - trustee relationship: cousins”

Form 990, Part VI, Section B, Line 11B

“Form 990 is reviewed and approved by the trustees prior to signature and submission.”

Form 990, Part VI, Section B, Line 15

“Compensation of all employees to this plan are subject to review and approval by the full board of trustees.”

Form 990, Part VI, Section C, Line 19

“The organization releases their governing documents, conflict of interest policy, and financial statements upon formal request.”

Filing and Contact Details

Filer

Filer Name
Local 138 138a & 138b Iuoe
EIN
11-2000172
Phone
6315925725
Address
PO BOX 206 137 GAZZA BLVD, FARMINGDALE, NY 11735

Signing Officer

Name
John Duffy
Title
Trustee
Phone
6315925725
Signed
2026-03-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Duffy
Formed
1963
Legal Domicile
Ny
Voting Board Members
10
Independent Board Members
3
Employees
13
Volunteers
0

Preparer

Firm
Citrin Cooperman Advisors LLC
Address
100 JERICHO QUADRANGLE SUITE 342, JERICHO, NY 11753
Preparer
Joseph a Reinhardt
Phone
5169313100
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability, or asset, if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of june 30, 2025, there are no uncertain positions taken, or expected to be taken that would require recognition of a liability, or asset, or disclosure in the financial statements.”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt15214383
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIRMAN/ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRAINING DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10PLAN ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11ANNUITY ADMIN
IRS990/Form990PartVIISectionAGrp/TitleTxt12APPRENTICE INSTRUCTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13CLAIMS ADMIN
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOOKKEPER
IRS990/Form990PartVIISectionAGrp/TitleTxt15ORGANIZER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01963
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GovernmentGrantsAmt014930
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02295729
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt03042
IRS990/InformationTechnologyGrp/TotalAmt03042
IRS990/InsuranceGrp/ProgramServicesAmt049708
IRS990/InsuranceGrp/TotalAmt049708
IRS990/InterestGrp/ProgramServicesAmt012307
IRS990/InterestGrp/TotalAmt012307
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0121915
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0121915
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02052169
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0531671
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01062353
IRS990/LandBldgEquipCostOrOtherBssAmt03114522
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE EDUCATIONAL AND SKILL IMPROVEMENT TRAINING FACILITIES FOR ELIGIBLE MEMBERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0568
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0572231
IRS990/NetAssetsOrFundBalancesBOYAmt03494251
IRS990/NetAssetsOrFundBalancesEOYAmt04160250
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt025800
IRS990/OccupancyGrp/ProgramServicesAmt016355
IRS990/OccupancyGrp/TotalAmt042155
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0156823
IRS990/OfficeExpensesGrp/TotalAmt0156823
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0173067
IRS990/OtherAssetsTotalGrp/EOYAmt0143931
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt019638
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt034112
IRS990/OtherEmployeeBenefitsGrp/TotalAmt053750
IRS990/OtherExpensesGrp/Desc0EQUIPMENT REPAIR & MAIN
IRS990/OtherExpensesGrp/Desc1SUPPLIES AND SUNDRY
IRS990/OtherExpensesGrp/Desc2FUEL
IRS990/OtherExpensesGrp/Desc3TRAINEE MEALS
IRS990/OtherExpensesGrp/ProgramServicesAmt0183418
IRS990/OtherExpensesGrp/ProgramServicesAmt1109109
IRS990/OtherExpensesGrp/ProgramServicesAmt237687
IRS990/OtherExpensesGrp/ProgramServicesAmt39907
IRS990/OtherExpensesGrp/TotalAmt0183418
IRS990/OtherExpensesGrp/TotalAmt1109109
IRS990/OtherExpensesGrp/TotalAmt237687
IRS990/OtherExpensesGrp/TotalAmt39907
IRS990/OtherLiabilitiesGrp/BOYAmt0100567
IRS990/OtherLiabilitiesGrp/EOYAmt099889
IRS990/OtherOrganizationDsc0EDUCATIONAL
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt028539
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0263209
IRS990/OtherSalariesAndWagesGrp/TotalAmt0291748
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07230
IRS990/PayrollTaxesGrp/ProgramServicesAmt033292
IRS990/PayrollTaxesGrp/TotalAmt040522
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt028127
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0117463
IRS990/PensionPlanContributionsGrp/TotalAmt0145590
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JOHN DUFFY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIB
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02158884
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02158884
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt042500
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt099754
IRS990/PYOtherExpensesAmt0788788
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02056298
IRS990/PYRevenuesLessExpensesAmt0516368
IRS990/PYSalariesCompEmpBnftPaidAmt0893396
IRS990/PYTotalExpensesAmt01682184
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02198552
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0665999
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03494251
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt04160250
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt023511
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0510080
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0533591
IRS990ScheduleD/EquipmentGrp/BookValueAmt0758659
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01542089
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02300748
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01629730
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0280183
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0280183
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt099889
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED ORGANIZATIONS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02295729
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY, OR ASSET, IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF JUNE 30, 2025, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY, OR ASSET, OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01062353
IRS990ScheduleD/TotalExpensesPerForm990Amt01629730
IRS990ScheduleD/TotalLiabilityAmt099889
IRS990ScheduleD/TotalRevenuePerForm990Amt02295729
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02295729
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01629730
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0NONDISCRIMINATION POLICIES ARE PUBLICIZED TO PARTICIPANTS THROUGH LABOR AGREEMENTS THAT SERVES THE JURISDICTIONS OF THE APPRENTICE FUND.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1NONDISCRIMINATION POLICIES ARE PUBLICIZED TO PARTICIPANTS THROUGH LABOR AGREEMENTS THAT SERVES THE JURISDICTION OF THE APPRENTICE FUND.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1NONDISCRIMINATION PUBLICITY POLICY
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00

Document Assets

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Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,938,027
Liabilities
$777,777
Net assets
$4,160,250
Revenue
$2,295,729
Expenses
$1,629,730
Net income
$665,999
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.94$0.78$4.16$2.30$1.63$0.67
2024Detailed filing. Detailed filing data is available for this year.$3.65$0.16$3.49$2.20$1.68$0.52
2023Detailed filing. Detailed filing data is available for this year.$3.08$0.10$2.98$2.16$1.61$0.55
2022Detailed filing. Detailed filing data is available for this year.$2.56$0.13$2.43$2.16$1.48$0.68
2021Detailed filing. Detailed filing data is available for this year.$2.06$0.31$1.75$1.73$1.44$0.29
2020Detailed filing. Detailed filing data is available for this year.$1.87$0.41$1.46$1.66$1.28$0.37
2019Detailed filing. Detailed filing data is available for this year.$1.23$0.14$1.09$1.49$1.18$0.31
2018Detailed filing. Detailed filing data is available for this year.$0.95$0.18$0.77$1.05$1.20$0.16
2017Detailed filing. Detailed filing data is available for this year.$1.06$0.19$0.87$1.10$1.09$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.06$0.21$0.85$1.02$1.13$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.20$0.23$0.96$1.00$0.99$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.07$0.11$0.96$0.92$0.89$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$0.13$0.93$0.75$0.89$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.18$1.05$0.90
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.44$0.23$1.21$0.88
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.20$0.32$0.88$0.86