Iron Workers Local 33 Apprentice Tr Aining Fund

990EZ • Fiscal year 2016 • EIN 16-1038138

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 04, 2016

Organization Profile NONE

154 Humboldt StreetRochester, NY 14610

(585) 288-2630

Siviq Scores

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

0.00x

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

2016 filings • NTEE B • <$500k nonprofits • Source year 2016

0.00x

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

2016 filings • NTEE B • <$500k nonprofits • Source year 2016

-14%

Higher net margin than 21% of similar nonprofits.

2016 filings • NTEE B • <$500k nonprofits • Source year 2016

$28,096

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 23.1% of source-year revenue.

2016 filings • NTEE B • <$500k nonprofits • Source year 2016

-11%

Faster asset growth than 25% of similar nonprofits.

2016 filings • NTEE B • <$500k nonprofits • Annualized from 2015 to 2016

15%

Faster revenue growth than 66% of similar nonprofits.

2016 filings • NTEE B • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet

Liabilities / Assets65th percentile

Assets

Down

$182,004

Down $22,513 (-11%) from 2015

Net Assets

Down

$182,004

Down $22,513 (-11%) from 2015

Liabilities

Flat

Flat from 2015

Revenue And Expenses

Liabilities / Revenue65th percentile Net Margin21st percentile

Revenue

$121,549

Up $16,031 (+15%) from 2015

Expenses

$139,158

Up $19,026 (+16%) from 2015

Net Income

Down

-$17,609

Down $2,995 (-20%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

Highlighted filing

2016

Assets$182,004

Liabilities$0

Net Assets$182,004

Open 2016 Filing

Operations Trend

Revenue Growth66th percentile

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

Highlighted filing

2016

Revenue$121,549

Expenses$139,158

Net Income-$17,609

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2015 to Jun 30, 2016
Signed: Nov 4, 2016
Return Version: 2015v2.1
Gross Receipts: $121,549

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

Top Officer Pay91st percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
SCOTT GARDNER	Coordinator	PT	$26,638	$1,458	$28,096
ALAN SWANSON	Trustee	-	$10,751	-	$10,751
WILLIS BOULTER	Trustee	-	$0	-	-
TABER GEARTZ	Trustee	-	$0	-	-
SCOTT GARDNER	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Iron Workers Local 33 Apprentice
EIN: 16-1038138
Phone: 5852882630
Address: 154 HUMBOLDT STREET, ROCHESTER, NY 14610

Signing Officer

Name: Scott Gardner
Title: Trustee
Phone: 5852882630
Signed: 2016-11-04
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: 4,207.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: supplies. Amount: 1,611. Description: training fees. Amount: 12,493. Description: conferences and meetings. Amount: 2,505. Description: insurance. Amount: 1,031. Description: merchandise purchases. Amount: 4,077. Description: depreciation. Amount: 4,745. Total to form 990-ez, line 16: 26,462.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: unrealized loss on investment. Amount: -4,904.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: due from union. Beg. Of year amount: 117. End of year amount: 307. Description: accounts receivable. Beg. Of year amount: 3. End of year amount: 3. Description: other depreciable assets. Beg. Of year amount: 42,049. End of year amount: 48,604.”

Raw XML Appendix125 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	162348
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	133090
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	0
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	12958
IRS990EZ/DirectIndirectPltclExpendAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	0
IRS990EZ/ExcessOrDeficitForYearAmt	0	-17609
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	5795
IRS990EZ/ForeignFinancialAccountInd	0	0
IRS990EZ/ForeignOfficeInd	0	0
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	204517
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	182004
IRS990EZ/GrossReceiptsAmt	0	121549
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	4207
IRS990EZ/MadeLoansToFromOfficersInd	0	0
IRS990EZ/MethodOfAccountingOtherDesc	0	MODIFIED CASH
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	204517
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	182004
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	204517
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	182004
IRS990EZ/OccupancyRentUtltsAndMaintAmt	0	20400
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	16.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	4	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	26638
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	10751
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	1458
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	SCOTT GARDNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	ALAN SWANSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	WILLIS BOULTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	TABER GEARTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	SCOTT GARDNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	TRUSTEE
IRS990EZ/OperateHospitalInd	0	0
IRS990EZ/Organization501cInd	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	42169
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	48914
IRS990EZ/OtherChangesInNetAssetsAmt	0	-4904
IRS990EZ/OtherExpensesTotalAmt	0	26462
IRS990EZ/PoliticalCampaignActyInd	0	0
IRS990EZ/PrimaryExemptPurposeTxt	0	APPRENTICE TRAINING PROGRAM FOR MEMBERS OF THE IRON WORKERS LOCAL UNION NO. 33.
IRS990EZ/ProgramServiceRevenueAmt	0	104384
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	86501
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	139158
IRS990EZ/TotalRevenueAmt	0	121549
IRS990EZ/TypeOfOrganizationTrustInd	0	X
IRS990EZ/WebsiteAddressTxt	0	NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	DESCRIPTION: INTEREST INCOME. AMOUNT: 4,207.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	DESCRIPTION: SUPPLIES. AMOUNT: 1,611. DESCRIPTION: TRAINING FEES. AMOUNT: 12,493. DESCRIPTION: CONFERENCES AND MEETINGS. AMOUNT: 2,505. DESCRIPTION: INSURANCE. AMOUNT: 1,031. DESCRIPTION: MERCHANDISE PURCHASES. AMOUNT: 4,077. DESCRIPTION: DEPRECIATION. AMOUNT: 4,745. TOTAL TO FORM 990-EZ, LINE 16: 26,462.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	DESCRIPTION: UNREALIZED LOSS ON INVESTMENT. AMOUNT: -4,904.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	DESCRIPTION: DUE FROM UNION. BEG. OF YEAR AMOUNT: 117. END OF YEAR AMOUNT: 307. DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 3. END OF YEAR AMOUNT: 3. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 42,049. END OF YEAR AMOUNT: 48,604.
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	2017-02-10 21:41:12Z
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	2016-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	IRON WORKERS LOCAL 33 APPRENTICE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	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	2016-11-04T14:00:38-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2015-07-01
ReturnHeader/TaxPeriodEndDt	0	2016-06-30
ReturnHeader/TaxYr	0	2015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $182,004
Liabilities: $0
Net assets: $182,004
Revenue: $121,549
Expenses: $139,158
Net income: -$17,609

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.06	$0.00	$1.06	$0.40	$0.33	$0.07
2024Summary only. Only limited summary data is available for this year.	$0.98	$0.00	$0.98	$0.27	$0.26	$0.01
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.96	$0.00	$0.96	$0.38	$0.26	$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.95	$0.11	$0.84	$0.47	$0.28	$0.18
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.79	$0.11	$0.68	$0.25	$0.23	$0.03
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.75	$0.12	$0.63	$0.36	$0.25	$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.64	$0.13	$0.52	$0.51	$0.19	$0.32
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.20	$0.00	$0.20	$0.15	$0.15	$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.19	$0.00	$0.19	$0.16	$0.16	$0.00
2016Detailed filing. Detailed filing data is available for this year.	$0.18	$0.00	$0.18	$0.12	$0.14	$0.02
2015Detailed filing. Detailed filing data is available for this year.	$0.20	$0.00	$0.20	$0.11	$0.12	$0.01
2014Detailed filing. Detailed filing data is available for this year.	$0.23	$0.00	$0.23	$0.14	$0.12	$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.20	$0.00	$0.20	$0.11	$0.10	$0.01
2012Summary only. Only limited summary data is available for this year.	$0.19	$0.00		$0.13	$0.10	$0.02
2011Summary only. Only limited summary data is available for this year.	$0.17	$0.00		$0.14	$0.10	$0.03