Civic Intelligence

Ibew 139 Educational & Training Trust Fund Agreement

990 • Fiscal year 2020 • EIN 16-6056237

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 11, 2020

Organization ProfileN/A
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

50th percentile

0.01x

Higher debt load relative to assets than 50% of similar nonprofits.

2020 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

53rd percentile

0.03x

Higher debt load relative to revenue than 53% of similar nonprofits.

2020 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2020

Net Margin

85th percentile

28%

Higher net margin than 85% of similar nonprofits.

2020 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

18th percentile

$272

Higher top officer pay than 18% of similar nonprofits.

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

2020 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2020

Asset Growth

77th percentile

17%

Faster asset growth than 77% of similar nonprofits.

2020 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

86th percentile

14%

Faster revenue growth than 86% of similar nonprofits.

2020 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$1,198,049

Up $170,516 (+17%) from 2019

Net Assets

Up

$1,184,121

Up $167,395 (+16%) from 2019

Liabilities

Up

$13,928

Up $3,121 (+29%) from 2019

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin85th percentile

Revenue

Up

$536,155

Up $65,417 (+14%) from 2019

Expenses

Down

$387,764

Down $14,623 (-3.6%) from 2019

Net Income

Up

$148,391

Up $80,040 (+117%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

2020

Assets$1,198,049
Liabilities$13,928
Net Assets$1,184,121
Open 2020 Filing

Operations Trend

Revenue Growth86th percentile

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

2020

Revenue$536,155
Expenses$387,764
Net Income$148,391
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 11, 2020
Return Version
2019v5.1
Gross Receipts
$846,025
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$493,325$630,319▲ $136,994
Investments in Publicly Traded Securities$353,780$495,343▲ $141,563
Investments Other Securities$92,594--
Accounts Receivable$42,370$35,342▼ $7,028
Land, Buildings, and Equipment, Net$44,225$34,835▼ $9,390
Prepaid Expenses and Deferred Charges$1,239$2,210▲ $971
Total Assets$1,027,533$1,198,049▲ $170,516
Liabilities
Accounts Payable and Accrued Expenses$10,807$13,928▲ $3,121
Total Liabilities$10,807$13,928▲ $3,121
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,016,726$1,184,121▲ $167,395
Total Net Assets Fund Balance$1,016,726$1,184,121▲ $167,395
Total Liabilities and Net Assets / Fund Balance$1,027,533$1,198,049▲ $170,516

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$34,835$73,924$108,759
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleBaseTotal
Joshua FitzwaterTrustee$272$272

Board Members and Trustees

NameTitle
Lindsay T MillsTrustee
Meredith KumponTrustee
Michael J SincockTrustee
Robert Holden to 6192020Trustee
Steven SpazianiTrustee
Warren Roman Jrfrom 6192020Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$501,803
Investment Income
$33,186
Other Revenue
$1,166
Change in Net Assets
$148,391

Audited Revenue Reconciliation

Revenue per Audited Statements
$536,155
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$19,004
Total Revenue per Audited Statements
$555,159
Total Revenue per Form 990
$536,155
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$207,375
Salaries, Compensation, and Employee Benefits$180,389
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---$97,981
Other Employee Benefits---$65,897
Payroll Taxes---$16,239
Fees for Service Investment Mgmnt Fees---$10,170
Depreciation Depletion---$9,390
Office Expenses---$8,201
Fees for Services Legal---$7,689
Fees for Services Accounting---$7,000
Insurance---$1,930
Other Expenses---$870
Current Officers, Directors, Trustees, and Key Employees---$272
Total Functional Expenses$0$0$0$387,764

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$387,764
Total Expenses per Audited Statements$387,764
Total Expenses per Form 990$387,764
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 35% controlled entity
No
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
Warren Roman Jr
Title
Fund Administrator
Phone
6077321237
Signed
2020-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Warren Roman Jr
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, 2020, 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, 2017. The tax returns for the years ended june 30, 2017 through june 30, 2020 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.”

Raw XML AppendixShowing 400 of 405 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.

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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, 2020, 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, 2017. THE TAX RETURNS FOR THE YEARS ENDED JUNE 30, 2017 THROUGH JUNE 30, 2020 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/TotalRevenuePerForm990Amt0536155
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0555159
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0387764
IRS990/ScheduleJRequiredInd00
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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
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IRS990ScheduleR/AssetSaleToOtherOrgInd00
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL #139 BUILDING CORPORA
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2PROVIDE FACILITIES FOR USE OF THE MEMBERS OF IBEW LOCAL #139
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IRS990ScheduleR/PerformOfServicesForOthOrgInd00
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IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
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IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd01
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0103230
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt116607
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV OF RENT
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1ALLOCATION OF TIME
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0IBEW BUILDING CORPORATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1IBEW WELFARE FUND
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IRS990/TaxExemptBondsInd00
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ReturnHeader/BuildTS02022-01-07 14:23:13Z
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,198,049
Liabilities
$13,928
Net assets
$1,184,121
Revenue
$536,155
Expenses
$387,764
Net income
$148,391
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