Liabilities / Assets
66th percentile
Tied with the lowest-debt nonprofits in its peer group.
Iron Workers Local 33 Apprentice Tr Aining Fund
990EZ • Fiscal year 2014 • EIN 16-1038138
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
66th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
70th percentile
Higher net margin than 70% of similar nonprofits.
Top Officer Pay
90th percentile
Higher top officer pay than 90% of similar nonprofits.
Top officer pay equals 15.9% of source-year revenue.
Asset Growth
64th percentile
Faster asset growth than 64% of similar nonprofits.
Revenue Growth
73rd percentile
Faster revenue growth than 73% of similar nonprofits.
Balance Sheet
Assets
Up$227,381
Up $28,259 (+14%) from 2013
Net Assets
Up$227,381
Up $28,259 (+14%) from 2013
Liabilities
Flat$0
Flat from 2013
Revenue And Expenses
Revenue
Up$141,744
Up $28,234 (+25%) from 2013
Expenses
Up$115,809
Up $15,298 (+15%) from 2013
Net Income
Up$25,935
Up $12,936 (+100%) from 2013
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2013 to Jun 30, 2014
- Signed
- Nov 14, 2014
- Return Version
- 2013v3.0
- Gross Receipts
- $141,744
Mission and Program Overview
Mission
Apprentice training program for members of the iron workers local union no. 33.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| PROVIDED TRAINING TO LOCAL UNION NO. 33 APPRENTICES IN THE ROCHESTER AND SURROUNDING AREAS. | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JOHN LINEHAN | Coordinator | PT | $22,543 | - | $22,543 |
| MICHAEL ALTONBERG UNTIL 3312014 | Trustee | - | $0 | - | - |
| GERRETT GEARTZ | Trustee | - | $0 | - | - |
| WILLIS BOULTER | Trustee | - | $0 | - | - |
| JOHN LINEHAN AS 412014 | Trustee | - | $0 | - | - |
Filing and Contact Details
Filer
- EIN
- 16-1038138
- Phone
- 5852882630
Signing Officer
- Name
- John Linehan Jr
- Title
- Trustee/coordinator
- Phone
- 5852882630
- Signed
- 2014-11-14
- Discuss with paid preparer
- Yes
Preparer
- Preparer
- Dawn M Minemier CPA
- Phone
- 5853811000
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 4 - Other Investment Income
“Description: interest income. Amount: 5,203.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: supplies. Amount: 2,846. Description: training fees. Amount: 12,501. Description: payroll taxes. Amount: 4,500. Description: conferences and meetings. Amount: 6,370. Description: insurance. Amount: 1,200. Description: merchandise purchases. Amount: 14,903. Description: memberships. Amount: 540. Description: depreciation. Amount: 4,741. Total to form 990-ez, line 16: 47,601.”
Form 990-ez, Part I, Line 20 - Other Changes in Net Assets
“Description: unrealized gain on investment. Amount: 2,324.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: due from union. Beg. Of year amount: 0. End of year amount: 108. Description: other depreciable assets. Beg. Of year amount: 50,058. End of year amount: 45,317.”
Raw XML Appendix123 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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1 | 0 | JOHN LINEHAN JR TRUSTEECOORDINATOR |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5852882630 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | 154 HUMBOLDT STREET |
| IRS990EZ/BooksInCareOfDetail/USAddress/City | 0 | ROCHESTER |
| IRS990EZ/BooksInCareOfDetail/USAddress/State | 0 | NY |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 14610 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 149064 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 181956 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 25935 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 2207 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 199122 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 227381 |
| IRS990EZ/GrossReceiptsAmt | 0 | 141744 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 5203 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingOtherDesc | 0 | MODIFIED CASH |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 199122 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 227381 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 199122 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 227381 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 22100 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 16.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 22543 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | MICHAEL ALTONBERG UNTIL 3312014 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | GERRETT GEARTZ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | WILLIS BOULTER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | JOHN LINEHAN AS 412014 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | JOHN LINEHAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | TRUSTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TRUSTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TRUSTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TRUSTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | COORDINATOR |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 50058 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 45425 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 2324 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 47601 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | APPRENTICE TRAINING PROGRAM FOR MEMBERS OF THE IRON WORKERS LOCAL UNION NO. 33. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 136541 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROVIDED TRAINING TO LOCAL UNION NO. 33 APPRENTICES IN THE ROCHESTER AND SURROUNDING AREAS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 43901 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 115809 |
| IRS990EZ/TotalRevenueAmt | 0 | 141744 |
| IRS990EZ/TypeOfOrganizationTrustInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | NONE |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST INCOME. AMOUNT: 5,203. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: SUPPLIES. AMOUNT: 2,846. DESCRIPTION: TRAINING FEES. AMOUNT: 12,501. DESCRIPTION: PAYROLL TAXES. AMOUNT: 4,500. DESCRIPTION: CONFERENCES AND MEETINGS. AMOUNT: 6,370. DESCRIPTION: INSURANCE. AMOUNT: 1,200. DESCRIPTION: MERCHANDISE PURCHASES. AMOUNT: 14,903. DESCRIPTION: MEMBERSHIPS. AMOUNT: 540. DESCRIPTION: DEPRECIATION. AMOUNT: 4,741. TOTAL TO FORM 990-EZ, LINE 16: 47,601. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: UNREALIZED GAIN ON INVESTMENT. AMOUNT: 2,324. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: DUE FROM UNION. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 108. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 50,058. END OF YEAR AMOUNT: 45,317. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE 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/BuildTS | 0 | 2015-11-30 17:44:51Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JOHN LINEHAN JR |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE/COORDINATOR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5852882630 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2014-11-14 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | IRON WORKERS LOCAL 33 APPRENTICE TRAINING FUND |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | IRON |
| ReturnHeader/Filer/EIN | 0 | 161038138 |
| ReturnHeader/Filer/PhoneNum | 0 | 5852882630 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | 154 HUMBOLDT STREET |
| ReturnHeader/Filer/USAddress/City | 0 | ROCHESTER |
| ReturnHeader/Filer/USAddress/State | 0 | NY |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 14610 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 161131146 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | BONADIO & CO LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | 171 SULLYS TRAIL SUITE 201 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | PITTSFORD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | NY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 14534 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5853811000 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | DAWN M MINEMIER CPA |
| ReturnHeader/ReturnTs | 0 | 2014-11-14T12:27:53-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2014-06-30 |
| ReturnHeader/TaxYr | 0 | 2013 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $227,381
- Liabilities
- $0
- Net assets
- $227,381
- Revenue
- $141,744
- Expenses
- $115,809
- Net income
- $25,935