Civic Intelligence

Ibew 139 Educational & Training Trust Fund Agreement

990 • Fiscal year 2019 • EIN 16-6056237

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 07, 2019

415 W Second StreetElmira, NY 14901

(607) 732-1237

Siviq Scores

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

Liabilities / Assets

49th percentile

0.01x

Higher debt load relative to assets than 49% of similar nonprofits.

2019 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

52nd percentile

0.02x

Higher debt load relative to revenue than 52% of similar nonprofits.

2019 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2019

Net Margin

70th percentile

15%

Higher net margin than 70% of similar nonprofits.

2019 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

17th percentile

$250

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2019 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2019

Asset Growth

47th percentile

5.1%

Faster asset growth than 47% of similar nonprofits.

2019 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

75th percentile

11%

Faster revenue growth than 75% of similar nonprofits.

2019 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$1,027,533

Up $49,533 (+5.1%) from 2018

Net Assets

Up

$1,016,726

Up $83,167 (+8.9%) from 2018

Liabilities

Down

$10,807

Down $33,634 (-76%) from 2018

Revenue

Up

$470,738

Up $47,313 (+11%) from 2018

Expenses

Down

$402,387

Down $12,057 (-2.9%) from 2018

Net Income

Up

$68,351

Up $59,370 (+661%) from 2018

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $532,552Liabilities 2011: $27,788Net Assets 2011: $504,7642011Assets 2012: $682,081Liabilities 2012: $26,318Net Assets 2012: $655,7632012Assets 2013: $770,470Liabilities 2013: $18,814Net Assets 2013: $751,6562013Assets 2014: $947,922Liabilities 2014: $15,084Net Assets 2014: $932,8382014Assets 2015: $979,472Liabilities 2015: $7,441Net Assets 2015: $972,0312015Assets 2016: $904,946Liabilities 2016: $6,192Net Assets 2016: $898,7542016Assets 2017: $927,221Liabilities 2017: $6,170Net Assets 2017: $921,0512017Assets 2018: $978,000Liabilities 2018: $44,441Net Assets 2018: $933,5592018Assets 2019: $1,027,533Liabilities 2019: $10,807Net Assets 2019: $1,016,7262019Assets 2020: $1,198,049Liabilities 2020: $13,928Net Assets 2020: $1,184,1212020Assets 2021: $1,265,416Liabilities 2021: $4,858Net Assets 2021: $1,260,5582021Assets 2022: $1,241,580Liabilities 2022: $70,739Net Assets 2022: $1,170,8412022Assets 2023: $1,213,812Liabilities 2023: $6,261Net Assets 2023: $1,207,5512023Assets 2024: $2,538,050Liabilities 2024: $1,207,121Net Assets 2024: $1,330,9292024Assets 2025: $2,575,653Liabilities 2025: $1,136,817Net Assets 2025: $1,438,8362025

Highlighted filing

2019

Assets$1,027,533
Liabilities$10,807
Net Assets$1,016,726

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $350,367Expenses 2011: $244,511Net Income 2011: $105,8562011Revenue 2012: $405,736Expenses 2012: $259,748Net Income 2012: $145,9882012Expenses 2013: $242,2882013Revenue 2014: $399,084Expenses 2014: $237,010Net Income 2014: $162,0742014Revenue 2015: $378,174Expenses 2015: $333,843Net Income 2015: $44,3312015Revenue 2016: $273,403Expenses 2016: $345,716Net Income 2016: -$72,3132016Revenue 2017: $376,413Expenses 2017: $366,956Net Income 2017: $9,4572017Revenue 2018: $423,425Expenses 2018: $414,444Net Income 2018: $8,9812018Revenue 2019: $470,738Expenses 2019: $402,387Net Income 2019: $68,3512019Revenue 2020: $536,155Expenses 2020: $387,764Net Income 2020: $148,3912020Revenue 2021: $459,167Expenses 2021: $422,643Net Income 2021: $36,5242021Revenue 2022: $498,367Expenses 2022: $482,032Net Income 2022: $16,3352022Revenue 2023: $489,264Expenses 2023: $479,685Net Income 2023: $9,5792023Revenue 2024: $577,613Expenses 2024: $473,292Net Income 2024: $104,3212024Revenue 2025: $627,553Expenses 2025: $557,855Net Income 2025: $69,6982025

Highlighted filing

2019

Revenue$470,738
Expenses$402,387
Net Income$68,351
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 7, 2019
Return Version
2018v3.1
Gross Receipts
$693,553
Mission and Program Overview

Mission

To train our apprentices for career goals and to upgrade existing members skill.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$435,877$493,325▲ $57,448
Investments in Publicly Traded Securities$456,023$353,780▼ $102,243
Investments Other Securities-$92,594-
Land, Buildings, and Equipment, Net$52,814$44,225▼ $8,589
Accounts Receivable$32,213$42,370▲ $10,157
Prepaid Expenses and Deferred Charges$1,073$1,239▲ $166
Total Assets$978,000$1,027,533▲ $49,533
Liabilities
Other Liabilities$34,504$0▼ $34,504
Accounts Payable and Accrued Expenses$9,937$10,807▲ $870
Total Liabilities$44,441$10,807▼ $33,634
Net Assets / Fund Balance
Unrestricted Net Assets$933,559$1,016,726▲ $83,167
Total Net Assets Fund Balance$933,559$1,016,726▲ $83,167
Total Liabilities and Net Assets / Fund Balance$978,000$1,027,533▲ $49,533

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$44,225$80,016$124,241
Other Securities$92,594--
Compensation and Service Providers

Employees

NameTitleBaseTotal
Joshua FitzwaterTrustee$250$250

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$457,843
Investment Income
$12,895
Other Revenue
$0
Change in Net Assets
$68,351

Audited Revenue Reconciliation

Revenue per Audited Statements
$470,738
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$14,816
Total Revenue per Audited Statements
$485,554
Total Revenue per Form 990
$470,738
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$222,363
Salaries, Compensation, and Employee Benefits$180,024
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$103,230
Other Salaries and Wages---$102,631
Other Employee Benefits---$60,491
Payroll Taxes---$16,652
Depreciation Depletion---$10,229
Fees for Service Investment Mgmnt Fees---$8,886
Fees for Services Legal---$8,500
Fees for Services Accounting---$5,675
Office Expenses---$4,214
Insurance---$1,793
Other Expenses---$1,432
Current Officers, Directors, Trustees, and Key Employees---$250
Total Functional Expenses$0$0$0$402,387

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$402,387
Total Expenses per Audited Statements$402,387
Total Expenses per Form 990$402,387
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
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 8B

There are no committees with authority to act on behalf of the trustees.

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

Form 990 is reviewed and approved by the fund manager and fund administrator prior to filing.

Form 990, Part VI, Section B, Line 12C

Conflict of interest statements are signed annually at a trustee meeting.

Form 990, Part VI, Section C, Line 19

Documents are made available upon request.

Filing and Contact Details

Filer

Filer Name
Ibew 139 Educational & Training Trust
EIN
16-6056237
Phone
6077321237
Address
415 W SECOND STREET, ELMIRA, NY 14901

Signing Officer

Name
Robert Holden
Title
Fund Administrator
Phone
6077321237
Signed
2019-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Holden
Formed
1965
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Mengel Metzger Barr & Co Llp
Address
333 EAST WATER ST STE 200, ELMIRA, NY 14901
Preparer
Judith G Mcintosh CPA
Phone
6077344183
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

The process has not changed from the prior year.

Financial Statement Notes

PART X, LINE 2:

The plan files a form 990 in the u.s. Federal jurisdiction. With few exceptions, as of june 30, 2019, the fund would not be subject to u.s. Federal or state income tax examinations by tax authorities for years ended prior to june 30, 2016. The tax returns for the years ended june 30, 2016 through june 30, 2019 are still subject to potential audit by the irs and the taxing authorities. Management of the fund believes it has no material uncertain tax positions and, accordingly it has not recognized any liability for unrecognized tax benefits.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN FILES A FORM 990 IN THE U.S. FEDERAL JURISDICTION. WITH FEW EXCEPTIONS, AS OF JUNE 30, 2019, THE FUND WOULD NOT BE SUBJECT TO U.S. FEDERAL OR STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS ENDED PRIOR TO JUNE 30, 2016. THE TAX RETURNS FOR THE YEARS ENDED JUNE 30, 2016 THROUGH JUNE 30, 2019 ARE STILL SUBJECT TO POTENTIAL AUDIT BY THE IRS AND THE TAXING AUTHORITIES. MANAGEMENT OF THE FUND BELIEVES IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY IT HAS NOT RECOGNIZED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED AND APPROVED BY THE FUND MANAGER AND FUND ADMINISTRATOR PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFLICT OF INTEREST STATEMENTS ARE SIGNED ANNUALLY AT A TRUSTEE MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0IBEW LOCAL 139 WELFARE FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL #139
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL #139 BUILDING CORPORA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3IBEW LOCAL 139 ANNUITY FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0166056237
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1160799784
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2161135246
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3516029959
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(2)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE HEALTH, DISABILITY, AND DEATH BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1ORGANIZING WORKERS IN ELECTRICAL INDUSTRY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2PROVIDE FACILITIES FOR USE OF THE MEMBERS OF IBEW LOCAL #139
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3INVESTMENT TRANSFER OF CASH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0415 WEST SECOND STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1415 WEST SECOND STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2415 WEST SECOND STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt3415 WEST SECOND STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ELMIRA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1ELMIRA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2ELMIRA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3ELMIRA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3NE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd014901
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd114901
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd214901
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd314901
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd01
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0103230
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt115609
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt234504
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV OF RENT
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1ALLOCATION OF TIME
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2CASH TRANSFERRED
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0IBEW BUILDING CORPORATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1IBEW WELFARE FUND
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2IBEW ANNUITY FUND
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0K
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1P
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2S
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0978000
IRS990/TotalAssetsEOYAmt01027533
IRS990/TotalAssetsGrp/BOYAmt0978000
IRS990/TotalAssetsGrp/EOYAmt01027533
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0402387
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt044441
IRS990/TotalLiabilitiesEOYAmt010807
IRS990/TotalLiabilitiesGrp/BOYAmt044441
IRS990/TotalLiabilitiesGrp/EOYAmt010807
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0933559
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01016726
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0402387
IRS990/TotalProgramServiceRevenueAmt0457843
IRS990/TotalReportableCompFromOrgAmt0250
IRS990/TotalRevenueGrp/ExclusionAmt012895
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0457843
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0470738
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0978000
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01027533
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0933559
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01016726
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0415 W SECOND STREET
IRS990/USAddress/CityNm0ELMIRA
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd014901
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT HOLDEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FUND ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06077321237
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IBEW 139 EDUCATIONAL & TRAINING TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FUND AGREEMENT
ReturnHeader/Filer/BusinessNameControlTxt0IBEW
ReturnHeader/Filer/EIN0166056237
ReturnHeader/Filer/PhoneNum06077321237
ReturnHeader/Filer/USAddress/AddressLine1Txt0415 W SECOND STREET
ReturnHeader/Filer/USAddress/CityNm0ELMIRA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014901
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B71916B53CFA6E67E84010282DE4A57F1C02896E

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.58$1.14$1.44$0.63$0.56$0.07
2024Detailed filing. Detailed filing data is available for this year.$2.54$1.21$1.33$0.58$0.47$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.21$0.01$1.21$0.49$0.48$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.24$0.07$1.17$0.50$0.48$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.26$0.46$0.42$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.20$0.01$1.18$0.54$0.39$0.15
2019Detailed filing. Detailed filing data is available for this year.$1.03$0.01$1.02$0.47$0.40$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.98$0.04$0.93$0.42$0.41$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.93$0.01$0.92$0.38$0.37$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.90$0.01$0.90$0.27$0.35$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.98$0.01$0.97$0.38$0.33$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.95$0.02$0.93$0.40$0.24$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.02$0.75$0.24
2012Summary only. Only limited summary data is available for this year.$0.68$0.03$0.66$0.41$0.26$0.15
2011Summary only. Only limited summary data is available for this year.$0.53$0.03$0.50$0.35$0.24$0.11