Liabilities / Assets
53rd percentile
Tied with the lowest-debt nonprofits in its peer group.
Iron Workers Local 33 Apprentice Tr Aining Fund
990EZ • Fiscal year 2015 • EIN 16-1038138
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
53rd percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
14th percentile
Higher net margin than 14% of similar nonprofits.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
18th percentile
Faster asset growth than 18% of similar nonprofits.
Revenue Growth
7th percentile
Faster revenue growth than 7% of similar nonprofits.
Balance Sheet
Assets
Down$204,517
Down $22,864 (-10%) from 2014
Net Assets
Down$204,517
Down $22,864 (-10%) from 2014
Liabilities
Flat$0
Flat from 2014
Revenue And Expenses
Revenue
Down$105,518
Down $36,226 (-26%) from 2014
Expenses
Up$120,132
Up $4,323 (+3.7%) from 2014
Net Income
Down-$14,614
Down $40,549 (-156%) from 2014
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2014 to Jun 30, 2015
- Signed
- Oct 1, 2015
- Return Version
- 2014v5.0
- Gross Receipts
- $105,518
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 |
|---|---|---|---|---|---|
| ALAN SWANSON | Trustee | - | $7,138 | - | $7,138 |
| SCOTT GARDNER AS 3172015 | Coordinator | PT | $6,156 | - | $6,156 |
| JOHN LINEHAN UNTIL 3172015 | Coordinator | PT | $6,011 | - | $6,011 |
| GERRETT GEARTZ UNTIL 6172015 | Trustee | - | $0 | - | - |
| WILLIS BOULTER | Trustee | - | $0 | - | - |
| TABER GEARTZ AS 6172015 | Trustee | - | $0 | - | - |
| SCOTT GARDNER AS 3172015 | Trustee | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Iron Workers Local 33 Apprentice Training Fund
- EIN
- 16-1038138
- Phone
- 5852882630
- Address
- 154 HUMBOLDT STREET, ROCHESTER, NY 14610
Signing Officer
- Name
- Scott Gardner
- Title
- Trustee
- Phone
- 5852882630
- Signed
- 2015-10-01
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Bonadio & Co Llp
- Address
- 171 SULLYS TRAIL SUITE 201, PITTSFORD, NY 14534
- Preparer
- Dawn M Minemiercpa
- Phone
- 5853811000
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 4 - Other Investment Income
“Description: interest income. Amount: 6,803.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: supplies. Amount: 4,692. Description: training fees. Amount: 10,550. Description: payroll taxes. Amount: 6,523. Description: conferences and meetings. Amount: 2,172. Description: insurance. Amount: 1,439. Description: merchandise purchases. Amount: 5,096. Description: depreciation. Amount: 3,268. Total to form 990-ez, line 16: 33,740.”
Form 990-ez, Part I, Line 20 - Other Changes in Net Assets
“Description: unrealized loss on investment. Amount: -8,250.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: due from union. Beg. Of year amount: 108. End of year amount: 117. Description: accounts receivable. Beg. Of year amount: 0. End of year amount: 3. Description: other depreciable assets. Beg. Of year amount: 45,317. End of year amount: 42,049.”
Raw XML Appendix135 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/BusinessNameLine1Txt | 0 | SCOTT GARDNER TRUSTEECOORDINATOR |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5852882630 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 154 HUMBOLDT STREET |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | ROCHESTER |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NY |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 14610 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 181956 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 162348 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -14614 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 2482 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 227381 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 204517 |
| IRS990EZ/GrossReceiptsAmt | 0 | 105518 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 6803 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingOtherDesc | 0 | MODIFIED CASH |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 227381 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 204517 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 227381 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 204517 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 20400 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 16.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 16.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 6011 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 6156 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 7138 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| 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/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 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/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JOHN LINEHAN UNTIL 3172015 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | GERRETT GEARTZ UNTIL 6172015 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | SCOTT GARDNER AS 3172015 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | ALAN SWANSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | WILLIS BOULTER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | TABER GEARTZ AS 6172015 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | SCOTT GARDNER AS 3172015 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | COORDINATOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TRUSTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | COORDINATOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TRUSTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | TRUSTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | TRUSTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | TRUSTEE |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 45425 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 42169 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -8250 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 33740 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | APPRENTICE TRAINING PROGRAM FOR MEMBERS OF THE IRON WORKERS LOCAL UNION NO. 33. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 98715 |
| 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 | 63510 |
| 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 | 120132 |
| IRS990EZ/TotalRevenueAmt | 0 | 105518 |
| IRS990EZ/TypeOfOrganizationTrustInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | NONE |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST INCOME. AMOUNT: 6,803. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: SUPPLIES. AMOUNT: 4,692. DESCRIPTION: TRAINING FEES. AMOUNT: 10,550. DESCRIPTION: PAYROLL TAXES. AMOUNT: 6,523. DESCRIPTION: CONFERENCES AND MEETINGS. AMOUNT: 2,172. DESCRIPTION: INSURANCE. AMOUNT: 1,439. DESCRIPTION: MERCHANDISE PURCHASES. AMOUNT: 5,096. DESCRIPTION: DEPRECIATION. AMOUNT: 3,268. TOTAL TO FORM 990-EZ, LINE 16: 33,740. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: UNREALIZED LOSS ON INVESTMENT. AMOUNT: -8,250. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: DUE FROM UNION. BEG. OF YEAR AMOUNT: 108. END OF YEAR AMOUNT: 117. DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 3. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 45,317. END OF YEAR AMOUNT: 42,049. |
| 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 | 2016-04-25 22:37:26Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | SCOTT GARDNER |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5852882630 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2015-10-01 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 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/AddressLine1Txt | 0 | 154 HUMBOLDT STREET |
| ReturnHeader/Filer/USAddress/CityNm | 0 | ROCHESTER |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NY |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 14610 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 161131146 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | BONADIO & CO LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 171 SULLYS TRAIL SUITE 201 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | PITTSFORD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 14534 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5853811000 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | DAWN M MINEMIERCPA |
| ReturnHeader/ReturnTs | 0 | 2015-10-01T14:22:38-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2014-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2015-06-30 |
| ReturnHeader/TaxYr | 0 | 2014 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $204,517
- Liabilities
- $0
- Net assets
- $204,517
- Revenue
- $105,518
- Expenses
- $120,132
- Net income
- -$14,614