Civic Intelligence

Insulation Industry'S International Apprentice & Training Fund

990 • Fiscal year 2017 • EIN 23-7116144

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 02, 2018

9602 Martin Luther King Jr HwyLanham, MD 20706

(301) 731-9101

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

36th percentile

-0.9%

Higher net margin than 36% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

96th percentile

$383,071

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 18.7% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Assets

Up

$2,671,590

Up $600,809 (+29%) from 2012

Net Assets

Up

$2,671,590

Up $600,894 (+29%) from 2012

Liabilities

Down

$0

Down $85 (-100%) from 2012

Revenue

$2,047,595

No earlier filing loaded for comparison.

Expenses

Up

$2,066,282

Up $551,246 (+36%) from 2012

Net Income

-$18,687

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2012: $2,070,781Liabilities 2012: $85Net Assets 2012: $2,070,6962012Assets 2017: $2,671,590Liabilities 2017: $0Net Assets 2017: $2,671,5902017Assets 2018: $2,696,705Liabilities 2018: $7,459Net Assets 2018: $2,689,2462018Assets 2019: $3,100,057Liabilities 2019: $33,195Net Assets 2019: $3,066,8622019Assets 2020: $4,133,511Liabilities 2020: $118,965Net Assets 2020: $4,014,5462020Assets 2021: $6,005,910Liabilities 2021: $48,410Net Assets 2021: $5,957,5002021Assets 2022: $7,123,453Liabilities 2022: $107,844Net Assets 2022: $7,015,6092022Assets 2023: $8,131,085Liabilities 2023: $72,239Net Assets 2023: $8,058,8462023Assets 2024: $8,764,050Liabilities 2024: $31,075Net Assets 2024: $8,732,9752024

Highlighted filing

2017

Assets$2,671,590
Liabilities$0
Net Assets$2,671,590

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2012: $1,515,0362012Revenue 2017: $2,047,595Expenses 2017: $2,066,282Net Income 2017: -$18,6872017Revenue 2018: $2,023,069Expenses 2018: $2,130,411Net Income 2018: -$107,3422018Revenue 2019: $2,657,832Expenses 2019: $2,280,217Net Income 2019: $377,6152019Revenue 2020: $2,501,124Expenses 2020: $1,716,604Net Income 2020: $784,5202020Revenue 2021: $3,129,986Expenses 2021: $1,295,661Net Income 2021: $1,834,3252021Revenue 2022: $3,552,095Expenses 2022: $1,929,943Net Income 2022: $1,622,1522022Revenue 2023: $3,281,914Expenses 2023: $2,583,353Net Income 2023: $698,5612023Revenue 2024: $4,131,404Expenses 2024: $3,514,133Net Income 2024: $617,2712024

Highlighted filing

2017

Revenue$2,047,595
Expenses$2,066,282
Net Income-$18,687
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 2, 2018
Return Version
2017v2.2
Gross Receipts
$2,047,595
Mission and Program Overview

Mission

To provide funds, materials and instruction for training apprentices in the asbestos insulation industry

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,040,924$2,225,072▲ $184,148
Savings and Temporary Cash Investments$613,320$412,126▼ $201,194
Accounts Receivable$30,585$28,504▼ $2,081
Land, Buildings, and Equipment, Net$4,098$5,889▲ $1,791
Cash and Non-Interest-Bearing Accounts-$-1-
Total Assets$2,688,927$2,671,590▼ $17,337
Liabilities
Accounts Payable and Accrued Expenses$-1,349$0▲ $1,349
Total Liabilities$-1,349$0▲ $1,349
Net Assets / Fund Balance
Unrestricted Net Assets$2,690,276$2,671,590▼ $18,686
Total Net Assets Fund Balance$2,690,276$2,671,590▼ $18,686
Total Liabilities and Net Assets / Fund Balance$2,688,927$2,671,590▼ $17,337

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$5,889$453,447$459,336
Equipment$0$58,504$58,504
Other Securities$2,225,072--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
T HaunNational DirectorFT$187,103$187,103

Board Members and Trustees

NameTitle
Glenn FryeNia Representative
W Paul StonebrakerNia Representative
Greg RevardUnion Representative
James MccourtUnion Representative
Revenue and Support

Revenue Composition

Contributions and Grants
$428,937
Program Service Revenue
$1,413,503
Investment Income
$57,653
Other Revenue
$147,502
All Other Contributions
$428,937
Change in Net Assets
$-18,687
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,625,310
Salaries, Compensation, and Employee Benefits$440,972
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$1,497,453$17,847-$1,515,300
Current Officers, Directors, Trustees, and Key Employees$187,103--$187,103
Other Employee Benefits$152,125--$152,125
Other Salaries and Wages$101,744--$101,744
Office Expenses-$60,338-$60,338
Occupancy-$32,741-$32,741
Fees for Services Accounting$14,305--$14,305
Conferences and Meetings-$1,720-$1,720
Depreciation Depletion$906--$906
Total Functional Expenses$1,953,636$112,646$0$2,066,282
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
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

Prior to being filed the form 990 is presented to the fund administrator and at least one union representative.

Form 990, Part VI, Section B, Line 15A

Compensation is determined by board which is jointly managed (union and management)

Form 990, Part VI, Section C, Line 19

The audit reports are published in the unions magazine which is available to all members and others upon request. Additionally, all members and officers are provided with a handbook that contains the union's bylaws and policies. This handbook is updated and disseminated to members and officers whenever changes are made.

Filing and Contact Details

Filer

Filer Name
INSULATION INDUSTRY'S INTERNATIONAL
EIN
23-7116144
Phone
3017319101
Address
9602 MARTIN LUTHER KING JR HWY, LANHAM, MD 20706

Signing Officer

Name
Thomas Haun
Title
Apprentice National Director
Phone
3017319101
Signed
2018-04-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas Haun
Formed
1965
Legal Domicile
Md
Voting Board Members
4
Independent Board Members
4
Employees
2
Volunteers
0

Preparer

Firm
Haley & Associates LLC
Address
5000 SUNNYSIDE AVENUE 300, BELTSVILLE, MD 20705
Preparer
Matthew T Haley
Phone
3015955600
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Other professional fees: program service expenses 144,064. Management and general expenses 0. Fundraising expenses 0. Total expenses 144,064. Insurance: program service expenses 0. Management and general expenses 15,819. Fundraising expenses 0. Total expenses 15,819. Property taxes: program service expenses 0. Management and general expenses 2,028. Fundraising expenses 0. Total expenses 2,028. Cpwr grant: program service expenses 337,300. Management and general expenses 0. Fundraising expenses 0. Total expenses 337,300. Trainng expenses: program service expenses 264,656. Management and general expenses 0. Fundraising expenses 0. Total expenses 264,656. Meetings & conference - training: program service expenses 508,271. Management and general expenses 0. Fundraising expenses 0. Total expenses 508,271. Supplies - apprentice: program service expenses 19,912. Management and general expenses 0. Fundraising expenses 0. Total expenses 19,912. Video development: program service expenses 223,250. Management and general expenses 0. Fundraising expenses 0. Total expenses 223,250.

Part XII Line 2 C

The board of directors acts as the oversight committee in regards to financial, tax and audit matters.

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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0GREG REVARD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1JAMES MCCOURT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2T HAUN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0UNION REPRESENTATIVE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1UNION REPRESENTATIVE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2NATIONAL DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt2187103
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0345459
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1383071
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt20
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRIOR TO BEING FILED THE FORM 990 IS PRESENTED TO THE FUND ADMINISTRATOR AND AT LEAST ONE UNION REPRESENTATIVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMPENSATION IS DETERMINED BY BOARD WHICH IS JOINTLY MANAGED (UNION AND MANAGEMENT)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE AUDIT REPORTS ARE PUBLISHED IN THE UNIONS MAGAZINE WHICH IS AVAILABLE TO ALL MEMBERS AND OTHERS UPON REQUEST. ADDITIONALLY, ALL MEMBERS AND OFFICERS ARE PROVIDED WITH A HANDBOOK THAT CONTAINS THE UNION'S BYLAWS AND POLICIES. THIS HANDBOOK IS UPDATED AND DISSEMINATED TO MEMBERS AND OFFICERS WHENEVER CHANGES ARE MADE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 144,064. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 144,064. INSURANCE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 15,819. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,819. PROPERTY TAXES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,028. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,028. CPWR GRANT: PROGRAM SERVICE EXPENSES 337,300. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 337,300. TRAINNG EXPENSES: PROGRAM SERVICE EXPENSES 264,656. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 264,656. MEETINGS & CONFERENCE - TRAINING: PROGRAM SERVICE EXPENSES 508,271. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 508,271. SUPPLIES - APPRENTICE: PROGRAM SERVICE EXPENSES 19,912. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,912. VIDEO DEVELOPMENT: PROGRAM SERVICE EXPENSES 223,250. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 223,250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF DIRECTORS ACTS AS THE OVERSIGHT COMMITTEE IN REGARDS TO FINANCIAL, TAX AND AUDIT MATTERS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART XII LINE 2 C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0INTERNATIONAL ASSOCIATION OF INSULATORS AND ALLIED WORKERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0526062173
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt09602 MARTIN LURTER KING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LANHAM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd020706
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd01
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0MARKET VALUE SQ FT
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0INSULATION INDUSTRY'S INTERNATIONAL UNION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0K
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02688927
IRS990/TotalAssetsEOYAmt02671590
IRS990/TotalAssetsGrp/BOYAmt02688927
IRS990/TotalAssetsGrp/EOYAmt02671590
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0428937
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0112646
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01953636
IRS990/TotalFunctionalExpensesGrp/TotalAmt02066282
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0-1349
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0-1349
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02690276
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02671590
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01953636
IRS990/TotalProgramServiceRevenueAmt01413503
IRS990/TotalReportableCompFromOrgAmt0187103
IRS990/TotalRevenueGrp/ExclusionAmt0205155
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01413503
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02047595
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02688927
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02671590
IRS990/TotReportableCompRltdOrgAmt0728530
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02690276
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02671590
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt09602 MARTIN LUTHER KING JR HWY
IRS990/USAddress/CityNm0LANHAM
IRS990/USAddress/StateAbbreviationCd0MD
IRS990/USAddress/ZIPCd020706
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01

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