Civic Intelligence

Iron Workers Local 33 Apprentice Tr Aining Fund

990EZ • Fiscal year 2017 • EIN 16-1038138

Jul 01, 2016 to Jun 30, 2017 • Filed on Dec 19, 2017

154 Humboldt StreetRochester, NY 14610

(585) 288-2630

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

52nd percentile

0.00x

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

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Net Margin

37th percentile

0.1%

Higher net margin than 37% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

46th percentile

2.3%

Faster asset growth than 46% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

91st percentile

28%

Faster revenue growth than 91% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$186,221

Up $4,217 (+2.3%) from 2016

Net Assets

Up

$186,221

Up $4,217 (+2.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$155,186

Up $33,637 (+28%) from 2016

Expenses

Up

$155,049

Up $15,891 (+11%) from 2016

Net Income

Up

$137

Up $17,746 (+101%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $166,981Liabilities 2011: $02011Assets 2012: $189,501Liabilities 2012: $02012Assets 2013: $199,122Liabilities 2013: $0Net Assets 2013: $199,1222013Assets 2014: $227,381Liabilities 2014: $0Net Assets 2014: $227,3812014Assets 2015: $204,517Liabilities 2015: $0Net Assets 2015: $204,5172015Assets 2016: $182,004Liabilities 2016: $0Net Assets 2016: $182,0042016Assets 2017: $186,221Liabilities 2017: $0Net Assets 2017: $186,2212017Assets 2018: $198,107Liabilities 2018: $1,038Net Assets 2018: $197,0692018Assets 2019: $643,690Liabilities 2019: $125,887Net Assets 2019: $517,8032019Assets 2020: $749,322Liabilities 2020: $119,166Net Assets 2020: $630,1562020Assets 2021: $791,235Liabilities 2021: $113,435Net Assets 2021: $677,8002021Assets 2022: $945,012Liabilities 2022: $107,350Net Assets 2022: $837,6622022Assets 2023: $961,003Liabilities 2023: $0Net Assets 2023: $961,0032023Assets 2024: $983,011Liabilities 2024: $0Net Assets 2024: $983,0112024Assets 2025: $1,057,675Liabilities 2025: $0Net Assets 2025: $1,057,6752025

Highlighted filing

2017

Assets$186,221
Liabilities$0
Net Assets$186,221

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $136,178Expenses 2011: $104,896Net Income 2011: $31,2822011Revenue 2012: $125,868Expenses 2012: $101,417Net Income 2012: $24,4512012Revenue 2013: $113,510Expenses 2013: $100,511Net Income 2013: $12,9992013Revenue 2014: $141,744Expenses 2014: $115,809Net Income 2014: $25,9352014Revenue 2015: $105,518Expenses 2015: $120,132Net Income 2015: -$14,6142015Revenue 2016: $121,549Expenses 2016: $139,158Net Income 2016: -$17,6092016Revenue 2017: $155,186Expenses 2017: $155,049Net Income 2017: $1372017Revenue 2018: $147,132Expenses 2018: $149,718Net Income 2018: -$2,5862018Revenue 2019: $507,527Expenses 2019: $189,557Net Income 2019: $317,9702019Revenue 2020: $361,624Expenses 2020: $251,035Net Income 2020: $110,5892020Revenue 2021: $251,726Expenses 2021: $225,340Net Income 2021: $26,3862021Revenue 2022: $467,095Expenses 2022: $284,936Net Income 2022: $182,1592022Revenue 2023: $379,805Expenses 2023: $257,811Net Income 2023: $121,9942023Revenue 2024: $272,440Expenses 2024: $260,030Net Income 2024: $12,4102024Revenue 2025: $399,504Expenses 2025: $334,475Net Income 2025: $65,0292025

Highlighted filing

2017

Revenue$155,186
Expenses$155,049
Net Income$137
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Dec 19, 2017
Return Version
2016v3.0
Gross Receipts
$155,186
Mission and Program Overview

Mission

Apprentice training program for members of the iron workers local union no. 33.

Program Services

DescriptionGrantsExpenses
PROVIDED TRAINING TO LOCAL UNION NO. 33 APPRENTICES IN THE ROCHESTER AND SURROUNDING AREAS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT GARDNERCoordinator - Until 6/2017PT$27,800$21,982$49,782
ALAN SWANSONTrustee - Until 6/2017-$0--
WILLIAM BOULTERTrustee-$0--
TABER GEARTZTrustee-$0--
SCOTT GARDNERTrustee-$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
2017-12-19
Discuss with paid preparer
Yes

Preparer

Firm
Bonadio & Co Llp
Address
171 SULLYS TRAIL SUITE 201, PITTSFORD, NY 14534
Preparer
Dawn M Minemier
Phone
5853811000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 2,595.

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

Description: supplies. Amount: 3,057. Description: training fees. Amount: 17,755. Description: conferences and meetings. Amount: 2,254. Description: insurance. Amount: 1,189. Description: merchandise purchases. Amount: 3,193. Description: depreciation. Amount: 4,683. Total to form 990-ez, line 16: 32,131.

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

Description: unrealized gain on investment. Amount: 4,080.

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

Description: due from union. Beg. Of year amount: 307. End of year amount: 691. Description: accounts receivable. Beg. Of year amount: 3. End of year amount: 0. Description: other depreciable assets. Beg. Of year amount: 48,604. End of year amount: 52,395.

Raw XML Appendix132 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SCOTT GARDNER TRUSTEECOORDINATOR
IRS990EZ/BooksInCareOfDetail/PhoneNum05852882630
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0154 HUMBOLDT STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROCHESTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd014610
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0133090
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0133135
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt011295
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0137
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03589
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0182004
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0186221
IRS990EZ/GrossReceiptsAmt0155186
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt02595
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingOtherDesc0MODIFIED CASH
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0182004
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0186221
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0182004
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0186221
IRS990EZ/OccupancyRentUtltsAndMaintAmt020400
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt016.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt027800
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt021982
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SCOTT GARDNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALAN SWANSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WILLIAM BOULTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TABER GEARTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SCOTT GARDNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0COORDINATOR - UNTIL 6/2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE - UNTIL 6/2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt048914
IRS990EZ/OtherAssetsTotalDetail/EOYAmt053086
IRS990EZ/OtherChangesInNetAssetsAmt04080
IRS990EZ/OtherExpensesTotalAmt032131
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0APPRENTICE TRAINING PROGRAM FOR MEMBERS OF THE IRON WORKERS LOCAL UNION NO. 33.
IRS990EZ/ProgramServiceRevenueAmt0141296
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED TRAINING TO LOCAL UNION NO. 33 APPRENTICES IN THE ROCHESTER AND SURROUNDING AREAS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt098929
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0155049
IRS990EZ/TotalRevenueAmt0155186
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 2,595.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: SUPPLIES. AMOUNT: 3,057. DESCRIPTION: TRAINING FEES. AMOUNT: 17,755. DESCRIPTION: CONFERENCES AND MEETINGS. AMOUNT: 2,254. DESCRIPTION: INSURANCE. AMOUNT: 1,189. DESCRIPTION: MERCHANDISE PURCHASES. AMOUNT: 3,193. DESCRIPTION: DEPRECIATION. AMOUNT: 4,683. TOTAL TO FORM 990-EZ, LINE 16: 32,131.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED GAIN ON INVESTMENT. AMOUNT: 4,080.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: DUE FROM UNION. BEG. OF YEAR AMOUNT: 307. END OF YEAR AMOUNT: 691. DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 3. END OF YEAR AMOUNT: 0. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 48,604. END OF YEAR AMOUNT: 52,395.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT GARDNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05852882630
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IRON WORKERS LOCAL 33 APPRENTICE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRAINING FUND
ReturnHeader/Filer/BusinessNameControlTxt0IRON
ReturnHeader/Filer/EIN0161038138
ReturnHeader/Filer/PhoneNum05852882630
ReturnHeader/Filer/USAddress/AddressLine1Txt0154 HUMBOLDT STREET
ReturnHeader/Filer/USAddress/CityNm0ROCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014610
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F810F9FE0C4C4DAD171A8C8E72DF89C05E51BF9A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C795ED36C88D7CB3ADFE1C9A9762DBA67552A505
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt04.14.157.194
ReturnHeader/FilingSecurityInformation/IPDt02017-12-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm010:29:43
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161131146
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BONADIO & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0171 SULLYS TRAIL SUITE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014534
ReturnHeader/PreparerPersonGrp/PhoneNum05853811000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAWN M MINEMIER
ReturnHeader/ReturnTs02017-12-19T12:39:59-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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
2017Detailed filing. Detailed filing data is available for this year.$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