Civic Intelligence

Iuoe Local 158 Training Fund

990 • Fiscal year 2020 • EIN 22-2549231

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 24, 2021

Organization ProfileN/A
27 Hannay LaneGlenmont, NY 12077-4806

(518) 431-0600

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.02x

Higher debt load relative to assets than 32% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

48th percentile

0.13x

Higher debt load relative to revenue than 48% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

12th percentile

-28%

Higher net margin than 12% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

87th percentile

$176,519

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 22.9% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

17th percentile

-4.1%

Faster asset growth than 17% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

38th percentile

-6.1%

Faster revenue growth than 38% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$4,406,402

Down $188,566 (-4.1%) from 2019

Net Assets

Down

$4,308,344

Down $164,051 (-3.7%) from 2019

Liabilities

Down

$98,058

Down $24,515 (-20%) from 2019

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin12th percentile

Revenue

Down

$769,216

Down $50,352 (-6.1%) from 2019

Expenses

Down

$981,672

Down $35,489 (-3.5%) from 2019

Net Income

Down

-$212,456

Down $14,863 (-7.5%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$15M$10M$5.0M$0Assets 2010: $3,351,820Liabilities 2010: $19,970Net Assets 2010: $3,331,8502010Assets 2011: $3,722,890Liabilities 2011: $137,828Net Assets 2011: $3,585,0622011Assets 2012: $3,975,246Liabilities 2012: $117,838Net Assets 2012: $3,857,4082012Assets 2013: $4,422,191Liabilities 2013: $103,660Net Assets 2013: $4,318,5312013Assets 2014: $4,726,119Liabilities 2014: $93,319Net Assets 2014: $4,632,8002014Assets 2015: $4,779,810Liabilities 2015: $83,392Net Assets 2015: $4,696,4182015Assets 2016: $4,764,074Liabilities 2016: $35,194Net Assets 2016: $4,728,8802016Assets 2017: $5,052,125Liabilities 2017: $99,792Net Assets 2017: $4,952,3332017Assets 2018: $4,589,384Liabilities 2018: $24,950Net Assets 2018: $4,564,4342018Assets 2019: $4,594,968Liabilities 2019: $122,573Net Assets 2019: $4,472,3952019Assets 2020: $4,406,402Liabilities 2020: $98,058Net Assets 2020: $4,308,3442020Assets 2021: $9,577,490Liabilities 2021: $126,072Net Assets 2021: $9,451,4182021Assets 2022: $9,017,637Liabilities 2022: $102,725Net Assets 2022: $8,914,9122022Assets 2023: $9,206,523Liabilities 2023: $57,084Net Assets 2023: $9,149,4392023Assets 2024: $10,290,126Liabilities 2024: $76,747Net Assets 2024: $10,213,3792024

Highlighted filing

2020

Assets$4,406,402
Liabilities$98,058
Net Assets$4,308,344
Open 2020 Filing

Operations Trend

Revenue Growth38th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $700,9482010Expenses 2011: $629,5832011Revenue 2012: $884,437Expenses 2012: $623,106Net Income 2012: $261,3312012Revenue 2013: $1,065,309Expenses 2013: $579,563Net Income 2013: $485,7462013Revenue 2014: $1,035,499Expenses 2014: $675,240Net Income 2014: $360,2592014Revenue 2015: $982,139Expenses 2015: $797,934Net Income 2015: $184,2052015Revenue 2016: $818,902Expenses 2016: $856,716Net Income 2016: -$37,8142016Revenue 2017: $1,114,962Expenses 2017: $949,266Net Income 2017: $165,6962017Revenue 2018: $763,176Expenses 2018: $1,032,861Net Income 2018: -$269,6852018Revenue 2019: $819,568Expenses 2019: $1,017,161Net Income 2019: -$197,5932019Revenue 2020: $769,216Expenses 2020: $981,672Net Income 2020: -$212,4562020Revenue 2021: $2,898,773Expenses 2021: $1,795,419Net Income 2021: $1,103,3542021Revenue 2022: $2,116,828Expenses 2022: $2,409,918Net Income 2022: -$293,0902022Revenue 2023: $2,660,371Expenses 2023: $2,532,404Net Income 2023: $127,9672023Revenue 2024: $3,572,569Expenses 2024: $2,545,735Net Income 2024: $1,026,8342024

Highlighted filing

2020

Revenue$769,216
Expenses$981,672
Net Income-$212,456
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 24, 2021
Return Version
2020v4.1
Gross Receipts
$840,953
Mission and Program Overview

Mission

Provides apprentice training, skill improvement, and safety education to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,472,395$4,308,344▼ $164,051
Land, Buildings, and Equipment, Net$2,843,668$2,602,610▼ $241,058
Investments in Publicly Traded Securities$1,416,995$1,477,972▲ $60,977
Savings and Temporary Cash Investments$219,328$223,668▲ $4,340
Accounts Receivable$67,980$66,339▼ $1,641
Prepaid Expenses and Deferred Charges$46,847$35,663▼ $11,184
Cash and Non-Interest-Bearing Accounts$150$150→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$4,594,968$4,406,402▼ $188,566
Liabilities
Unsecured Notes Loans Payable-$71,400-
Accounts Payable and Accrued Expenses$122,573$26,658▼ $95,915
Total Liabilities$122,573$98,058▼ $24,515
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,472,395$4,308,344▼ $164,051
Total Liabilities and Net Assets / Fund Balance$4,594,968$4,406,402▼ $188,566

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$618,009$2,143,278$2,761,287
Land$1,318,907-$1,318,907
Buildings$649,398$314,505$963,903
Other Land Buildings$16,296$118,594$134,890
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William F Gray IvTraining DirectorFT$109,045$67,474$176,519
Steven PayneInstructorFT$102,296$63,880$166,176

Board Members and Trustees

NameTitle
Daniel J McgrawChair/un Tr
Robert AikensUnion Trustee
Eugene HallockEmployer Trust
Todd HelfrichEmployer Trust
Revenue and Support

Revenue Composition

Contributions and Grants
$7,900
Program Service Revenue
$670,052
Investment Income
$63,472
Other Revenue
$27,792
All Other Contributions
$7,900
Change in Net Assets
$-212,456

Audited Revenue Reconciliation

Revenue per Audited Statements
$765,711
Revenue Not Reported on Financial Statements
$3,505
Revenue Not Reported on Form 990
$48,405
Total Revenue per Audited Statements
$814,116
Total Revenue per Form 990
$769,216
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$618,781
Salaries, Compensation, and Employee Benefits$362,891
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$284,192$4,573-$288,765
Current Officers, Directors, Trustees, and Key Employees$176,519--$176,519
Other Salaries and Wages$104,423--$104,423
Insurance$37,205$11,400-$48,605
Pension Plan Contributions$47,395--$47,395
Occupancy$25,625$14,073-$39,698
Other Expenses$28,552$50,395-$28,552
Fees for Services Accounting-$24,300-$24,300
Payroll Taxes$17,755--$17,755
Other Employee Benefits$16,799--$16,799
Fees for Services Legal-$10,044-$10,044
Conferences and Meetings$9,902--$9,902
All Other Expenses$8,819--$8,819
Travel$7,187--$7,187
Fees for Service Investment Mgmnt Fees-$3,505-$3,505
Office Expenses$1,485$1,956-$3,441
Total Functional Expenses$861,426$120,246$0$981,672

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$981,672
Expenses per Audited Statements$978,167
Total Expenses per Audited Statements$978,167
Expenses Not Reported on Financial Statements$3,505
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
Lobbying activity
No
Subject to proxy tax
No
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 7A

“The plan is jointly administered by trustees who are appointed by the business manager of the union and by employer associations. Whenever any vacancies occur among the employer trustees, successor trustees are appointed by the employer associations.”

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

“The form 990 was prepared in coordination with a trustee who oversees the fund's daily activities. Once complete, the form was provided to and reviewed by the board of trustees prior to submission.”

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

“The conflict of interest policy is reviewed annually with the trustees.”

Form 990, Part VI, Section C, Line 19

“The fund's governing documents, conflict of interest policy and financial statements are available to all participants upon request. Documents are available to the public to the extent required by law.”

Filing and Contact Details

Filer

Filer Name
Local 106 Training & Apprenticeship Fund
EIN
22-2549231
Phone
5184310600
Address
27 HANNAY LANE, GLENMONT, NY 12077-4806

Signing Officer

Name
Daniel J Mcgraw
Title
Chairman
Phone
5184310600
Signed
2021-03-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel J Mcgraw
Formed
1984
Legal Domicile
Ny
Voting Board Members
4
Independent Board Members
4
Employees
4
Volunteers
0

Preparer

Firm
Schultheis & Panettieri Llp
Address
450 WIRELESS BLVD, HAUPPAUGE, NY 11788
Preparer
Carol Westfall
Phone
6312734778
Raw XML AppendixShowing 400 of 484 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0122573
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt026658
IRS990/AccountsReceivableGrp/BOYAmt067980
IRS990/AccountsReceivableGrp/EOYAmt066339
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDES APPRENTICE TRAINING, SKILL IMPROVEMENT, AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS.
IRS990/AllOtherContributionsAmt07900
IRS990/AllOtherExpensesGrp/ProgramServicesAmt08819
IRS990/AllOtherExpensesGrp/TotalAmt08819
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MICHELLE MCCARRON
IRS990/BooksInCareOfDetail/PhoneNum05184310600
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt027 HANNAY LANE
IRS990/BooksInCareOfDetail/USAddress/CityNm0GLENMONT
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0120774806
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0150
IRS990/CashNonInterestBearingGrp/EOYAmt0150
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0176519
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0176519
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt09902
IRS990/ConferencesMeetingsGrp/TotalAmt09902
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt07900
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt063472
IRS990/CYOtherExpensesAmt0618781
IRS990/CYOtherRevenueAmt027792
IRS990/CYProgramServiceRevenueAmt0670052
IRS990/CYRevenuesLessExpensesAmt0-212456
IRS990/CYSalariesCompEmpBnftPaidAmt0362891
IRS990/CYTotalExpensesAmt0981672
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0769216
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt04573
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0284192
IRS990/DepreciationDepletionGrp/TotalAmt0288765
IRS990/Desc0PROVIDES APPRENTICE TRAINING, SKILL IMPROVEMENT, AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0861426
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt024300
IRS990/FeesForServicesAccountingGrp/TotalAmt024300
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt010044
IRS990/FeesForServicesLegalGrp/TotalAmt010044
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt03505
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt03505
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt540.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt465297
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt563196
IRS990/Form990PartVIISectionAGrp/PersonNm0DANIEL J MCGRAW
IRS990/Form990PartVIISectionAGrp/PersonNm1ROBERT AIKENS
IRS990/Form990PartVIISectionAGrp/PersonNm2EUGENE HALLOCK
IRS990/Form990PartVIISectionAGrp/PersonNm3TODD HELFRICH
IRS990/Form990PartVIISectionAGrp/PersonNm4WILLIAM F GRAY IV
IRS990/Form990PartVIISectionAGrp/PersonNm5STEVEN PAYNE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4111222
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5102980
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR/UN TR
IRS990/Form990PartVIISectionAGrp/TitleTxt1UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2EMPLOYER TRUST
IRS990/Form990PartVIISectionAGrp/TitleTxt3EMPLOYER TRUST
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRAINING DIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5INSTRUCTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01984
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt028378
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0100115
IRS990/GrossReceiptsAmt0840953
IRS990/GrossRentsGrp/RealAmt027792
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt011400
IRS990/InsuranceGrp/ProgramServicesAmt037205
IRS990/InsuranceGrp/TotalAmt048605
IRS990/InvestmentIncomeGrp/ExclusionAmt035094
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt035094
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01416995
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01477972
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02576377
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02843668
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02602610
IRS990/LandBldgEquipCostOrOtherBssAmt05178987
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt071737
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDES APPRENTICE TRAINING, SKILL IMPROVEMENT, AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04472395
IRS990/NetAssetsOrFundBalancesEOYAmt04308344
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt028378
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt028378
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt027792
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt027792
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt048405
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt014073
IRS990/OccupancyGrp/ProgramServicesAmt025625
IRS990/OccupancyGrp/TotalAmt039698
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01956
IRS990/OfficeExpensesGrp/ProgramServicesAmt01485
IRS990/OfficeExpensesGrp/TotalAmt03441
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt016799
IRS990/OtherEmployeeBenefitsGrp/TotalAmt016799
IRS990/OtherExpensesGrp/Desc0EQUIPMENT RENTAL & REPA
IRS990/OtherExpensesGrp/Desc1REIMBURSED EXPENSES
IRS990/OtherExpensesGrp/Desc2EDUCATIONAL COURSES
IRS990/OtherExpensesGrp/Desc3FUEL & UTILITIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt050395
IRS990/OtherExpensesGrp/ProgramServicesAmt066831
IRS990/OtherExpensesGrp/ProgramServicesAmt128737
IRS990/OtherExpensesGrp/ProgramServicesAmt228552
IRS990/OtherExpensesGrp/TotalAmt066831
IRS990/OtherExpensesGrp/TotalAmt150395
IRS990/OtherExpensesGrp/TotalAmt228737
IRS990/OtherExpensesGrp/TotalAmt328552
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0104423
IRS990/OtherSalariesAndWagesGrp/TotalAmt0104423
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt017755
IRS990/PayrollTaxesGrp/TotalAmt017755
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt047395
IRS990/PensionPlanContributionsGrp/TotalAmt047395
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt046847
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt035663
IRS990/PrincipalOfficerNm0DANIEL J MCGRAW
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0237310
IRS990/ProgramServiceRevenueGrp/BusinessCd1531120
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYERS CONTRIB.
IRS990/ProgramServiceRevenueGrp/Desc1RENT FROM AFFIL. ORG
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0607413
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt162639
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0607413
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt162639
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt027400
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt058219
IRS990/PYOtherExpensesAmt0651961
IRS990/PYOtherRevenueAmt027792
IRS990/PYProgramServiceRevenueAmt0706157
IRS990/PYRevenuesLessExpensesAmt0-197593
IRS990/PYSalariesCompEmpBnftPaidAmt0365200
IRS990/PYTotalExpensesAmt01017161
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0819568
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-212456
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt027792
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt04472395
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt04308344
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0219328
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0223668
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07900
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt027400
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0215485
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0250785
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0153903
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0148650
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0177747
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0222653
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0154969
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0857922
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0607413
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0643518
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0585429
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0676824
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0663933
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03177117
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0153903
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0148650
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0177747
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0222653
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0154969
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0857922
IRS990ScheduleA/InvestmentIncomeCYPct00.20020
IRS990ScheduleA/InvestmentIncomePYPct00.19140
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.79980
IRS990ScheduleA/PublicSupportPY509Pct00.80860
IRS990ScheduleA/PublicSupportTotal509Amt03427902
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0615313
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0670918
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0585429
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0892309
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0663933
IRS990ScheduleA/Total509Grp/TotalAmt03427902
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0769216
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0819568
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0763176
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01114962
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0818902
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04285824
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0649398
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0314505
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0963903
IRS990ScheduleD/EquipmentGrp/BookValueAmt0618009
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02143278
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02761287
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt03505
IRS990ScheduleD/ExpensesSubtotalAmt0978167
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt03505
IRS990ScheduleD/InvestmentExpensesNotIncldAmt03505
IRS990ScheduleD/LandGrp/BookValueAmt01318907
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01318907
IRS990ScheduleD/NetUnrealizedGainsInvstAmt048405
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt016296
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0118594
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0134890
IRS990ScheduleD/RevenueNotReportedAmt048405
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt03505
IRS990ScheduleD/RevenueSubtotalAmt0765711
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02602610
IRS990ScheduleD/TotalExpensesPerForm990Amt0981672
IRS990ScheduleD/TotalRevenuePerForm990Amt0769216
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0814116
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0978167
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0109045
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1102296
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt048518
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt146753
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt016779
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt116443
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt02177
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt1684
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0WILLIAM F GRAY IV
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1STEVEN PAYNE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRAINING DIR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1INSTRUCTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0176519
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1166176
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN IS JOINTLY ADMINISTERED BY TRUSTEES WHO ARE APPOINTED BY THE BUSINESS MANAGER OF THE UNION AND BY EMPLOYER ASSOCIATIONS. WHENEVER ANY VACANCIES OCCUR AMONG THE EMPLOYER TRUSTEES, SUCCESSOR TRUSTEES ARE APPOINTED BY THE EMPLOYER ASSOCIATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 WAS PREPARED IN COORDINATION WITH A TRUSTEE WHO OVERSEES THE FUND'S DAILY ACTIVITIES. ONCE COMPLETE, THE FORM WAS PROVIDED TO AND REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY WITH THE TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FUND'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO ALL PARTICIPANTS UPON REQUEST. DOCUMENTS ARE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
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
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$4,406,402
Liabilities
$98,058
Net assets
$4,308,344
Revenue
$769,216
Expenses
$981,672
Net income
-$212,456
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.3$0.08$10.2$3.57$2.55$1.03
2023Detailed filing. Detailed filing data is available for this year.$9.21$0.06$9.15$2.66$2.53$0.13
2022Detailed filing. Detailed filing data is available for this year.$9.02$0.10$8.91$2.12$2.41$0.29
2021Detailed filing. Detailed filing data is available for this year.$9.58$0.13$9.45$2.90$1.80$1.10
2020Detailed filing. Detailed filing data is available for this year.$4.41$0.10$4.31$0.77$0.98$0.21
2019Detailed filing. Detailed filing data is available for this year.$4.59$0.12$4.47$0.82$1.02$0.20
2018Detailed filing. Detailed filing data is available for this year.$4.59$0.02$4.56$0.76$1.03$0.27
2017Detailed filing. Detailed filing data is available for this year.$5.05$0.10$4.95$1.11$0.95$0.17
2016Detailed filing. Detailed filing data is available for this year.$4.76$0.04$4.73$0.82$0.86$0.04
2015Detailed filing. Detailed filing data is available for this year.$4.78$0.08$4.70$0.98$0.80$0.18
2014Detailed filing. Detailed filing data is available for this year.$4.73$0.09$4.63$1.04$0.68$0.36
2013Detailed filing. Detailed filing data is available for this year.$4.42$0.10$4.32$1.07$0.58$0.49
2012Summary only. Only limited summary data is available for this year.$3.98$0.12$3.86$0.88$0.62$0.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.72$0.14$3.59$0.63
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.35$0.02$3.33$0.70