Civic Intelligence

Insulators Local 26 Joint Apprentice Training Plan Trust

990EZ • Fiscal year 2020 • EIN 20-1365338

Jan 01, 2020 to Dec 31, 2020 • Filed on Feb 18, 2021

4515 Culver RdRochester, NY 14622-1439

(585) 370-7002

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$88,908

Up $15,452 (+21%) from 2019

Net Assets

Up

$88,908

Up $15,452 (+21%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses

Revenue

Up

$59,421

Up $11,737 (+25%) from 2019

Expenses

Up

$43,969

Up $2,035 (+4.9%) from 2019

Net Income

Up

$15,452

Up $9,702 (+169%) from 2019

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2019: $73,456Liabilities 2019: $0Net Assets 2019: $73,4562019Assets 2020: $88,908Liabilities 2020: $0Net Assets 2020: $88,9082020Assets 2024: $134,513Liabilities 2024: $0Net Assets 2024: $134,5132024Assets 2025: $127,321Liabilities 2025: $0Net Assets 2025: $127,3212025

Highlighted filing

2020

Assets$88,908
Liabilities$0
Net Assets$88,908

Operations Trend

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

$100K$50K$0-$50KRevenue 2019: $47,684Expenses 2019: $41,934Net Income 2019: $5,7502019Revenue 2020: $59,421Expenses 2020: $43,969Net Income 2020: $15,4522020Revenue 2024: $66,650Expenses 2024: $53,964Net Income 2024: $12,6862024Revenue 2025: $66,258Expenses 2025: $73,450Net Income 2025: -$7,1922025

Highlighted filing

2020

Revenue$59,421
Expenses$43,969
Net Income$15,452
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Feb 18, 2021
Return Version
2020v4.0
Gross Receipts
$59,421
Mission and Program Overview

Mission

The organization is an apprentice training program that provides classroom instruction, classroom supplies and materials.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION IS AN APPRENTICE TRAINING PROGRAM THAT PROVIDES CLASSROOM INSTRUCTION, CLASSROOM SUPPLIES AND MATERIALS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEVIN COASTTrustee-$0--
MATTHEW HUGHESTrustee-$0--
JOHN FLANAGANTrustee-$0--
MURRY HOOPERTrustee-$0--
LEE JUBYTrustee-$0--
RICK MULLENTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Insulators Local 26 Joint Apprentice
EIN
20-1365338
Phone
5853707002
Address
4515 CULVER RD, ROCHESTER, NY 14622-1439

Signing Officer

Name
Brian Urquhart
Title
Business Manager
Phone
5853707002
Signed
2021-02-18
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: personal. Amount: 107. Description: reconciliation discrepancies. Amount: 689. Total to form 990-ez, line 8: 796.

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

Description: office supplies. Amount: 2,283. Description: meeting & conferences. Amount: 169. Description: materials. Amount: 2,292. Description: administration expense. Amount: 8,487. Description: per capita. Amount: 7,266. Description: liability insurance. Amount: 2,000. Total to form 990-ez, line 16: 22,497.

Raw XML Appendix141 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/BusinessNameLine1Txt0BRIAN URQUHART
IRS990EZ/BooksInCareOfDetail/PhoneNum05852321620
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04348 CULVER ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROCHESTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd014610
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt073456
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt088908
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt015452
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0723
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt073456
IRS990EZ/Form990TotalAssetsGrp/EOYAmt088908
IRS990EZ/GrossReceiptsAmt059421
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingOtherDesc0MODIFIED
IRS990EZ/NetAssetsOrFundBalancesBOYAmt073456
IRS990EZ/NetAssetsOrFundBalancesEOYAmt088908
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt073456
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt088908
IRS990EZ/OccupancyRentUtltsAndMaintAmt010962
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KEVIN COAST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MATTHEW HUGHES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN FLANAGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MURRY HOOPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LEE JUBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RICK MULLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt022497
IRS990EZ/OtherRevenueTotalAmt0796
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION IS AN APPRENTICE TRAINING PROGRAM THAT PROVIDES CLASSROOM INSTRUCTION, CLASSROOM SUPPLIES AND MATERIALS.
IRS990EZ/ProgramServiceRevenueAmt058625
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION IS AN APPRENTICE TRAINING PROGRAM THAT PROVIDES CLASSROOM INSTRUCTION, CLASSROOM SUPPLIES AND MATERIALS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt09787
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt043969
IRS990EZ/TotalRevenueAmt059421
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0WWW.INSULATORS26.COM
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: PERSONAL. AMOUNT: 107. DESCRIPTION: RECONCILIATION DISCREPANCIES. AMOUNT: 689. TOTAL TO FORM 990-EZ, LINE 8: 796.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 2,283. DESCRIPTION: MEETING & CONFERENCES. AMOUNT: 169. DESCRIPTION: MATERIALS. AMOUNT: 2,292. DESCRIPTION: ADMINISTRATION EXPENSE. AMOUNT: 8,487. DESCRIPTION: PER CAPITA. AMOUNT: 7,266. DESCRIPTION: LIABILITY INSURANCE. AMOUNT: 2,000. TOTAL TO FORM 990-EZ, LINE 16: 22,497.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN URQUHART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BUSINESS MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum05853707002
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INSULATORS LOCAL 26 JOINT APPRENTICE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRAINING PLAN TRUST
ReturnHeader/Filer/BusinessNameControlTxt0INSU
ReturnHeader/Filer/EIN0201365338
ReturnHeader/Filer/PhoneNum05853707002
ReturnHeader/Filer/USAddress/AddressLine1Txt04515 CULVER RD
ReturnHeader/Filer/USAddress/CityNm0ROCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0146221439
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161131146
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BONADIO & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0171 SULLYS TRAIL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014534
ReturnHeader/PreparerPersonGrp/PhoneNum05853811000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAWN MINEMIER
ReturnHeader/ReturnTs02021-02-18T12:44:22-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRIAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0URQUHART
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings