Civic Intelligence

Plumbers & Pipefitters Local 162 Apprenticeship Tr

990 • Fiscal year 2021 • EIN 23-7167938

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 21, 2021

1200 E 2nd StreetDayton, OH 45403

(937) 223-8534

Siviq Scores

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

Liabilities / Assets

29th percentile

0.01x

Higher debt load relative to assets than 29% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.02x

Higher debt load relative to revenue than 29% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

60th percentile

18%

Higher net margin than 60% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

88th percentile

$172,298

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 27.5% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

77th percentile

30%

Faster asset growth than 77% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

22nd percentile

-7.7%

Faster revenue growth than 22% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$1,083,409

Up $249,983 (+30%) from 2020

Net Assets

Up

$1,073,266

Up $249,639 (+30%) from 2020

Liabilities

Up

$10,143

Up $344 (+3.5%) from 2020

Revenue

Down

$625,640

Down $51,954 (-7.7%) from 2020

Expenses

Down

$510,163

Down $22,414 (-4.2%) from 2020

Net Income

Down

$115,477

Down $29,540 (-20%) from 2020

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2018: $509,655Liabilities 2018: $5,911Net Assets 2018: $503,7442018Assets 2019: $702,645Liabilities 2019: $10,411Net Assets 2019: $692,2342019Assets 2020: $833,426Liabilities 2020: $9,799Net Assets 2020: $823,6272020Assets 2021: $1,083,409Liabilities 2021: $10,143Net Assets 2021: $1,073,2662021Assets 2022: $979,910Liabilities 2022: $10,476Net Assets 2022: $969,4342022Assets 2023: $964,713Liabilities 2023: $3,645Net Assets 2023: $961,0682023Assets 2024: $1,131,234Liabilities 2024: $3,074Net Assets 2024: $1,128,1602024Assets 2025: $1,738,782Liabilities 2025: $12,345Net Assets 2025: $1,726,4372025

Highlighted filing

2021

Assets$1,083,409
Liabilities$10,143
Net Assets$1,073,266

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2018: $547,534Expenses 2018: $517,000Net Income 2018: $30,5342018Revenue 2019: $718,347Expenses 2019: $529,857Net Income 2019: $188,4902019Revenue 2020: $677,594Expenses 2020: $532,577Net Income 2020: $145,0172020Revenue 2021: $625,640Expenses 2021: $510,163Net Income 2021: $115,4772021Revenue 2022: $584,958Expenses 2022: $550,390Net Income 2022: $34,5682022Revenue 2023: $583,402Expenses 2023: $644,756Net Income 2023: -$61,3542023Revenue 2024: $801,185Expenses 2024: $691,917Net Income 2024: $109,2682024Revenue 2025: $1,402,569Expenses 2025: $841,076Net Income 2025: $561,4932025

Highlighted filing

2021

Revenue$625,640
Expenses$510,163
Net Income$115,477
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 21, 2021
Return Version
2020v4.0
Gross Receipts
$759,770
Mission and Program Overview

Mission

The education trust fund was created for the purpose of establishing a school for the training of apprentices and journeymen and to adopt programs, plans, policies, rules, regulations, and procedures for the admission, education, and training of employees in the plumbing, pipe fitting, refrigeration, heating, air conditioning, and allied industries. The education trust fund was also created to sponsor and/or finance any activity which, in the opinion of the trustees will further the knowledge and skill of employees associated with the plumbing and pipe fitting industries.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$542,116$693,787▲ $151,671
Cash and Non-Interest-Bearing Accounts$219,832$320,429▲ $100,597
Land, Buildings, and Equipment, Net$71,478$69,193▼ $2,285
Total Assets$833,426$1,083,409▲ $249,983
Liabilities
Other Liabilities$9,799$10,143▲ $344
Total Liabilities$9,799$10,143▲ $344
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$823,627$1,073,266▲ $249,639
Total Net Assets Fund Balance$823,627$1,073,266▲ $249,639
Total Liabilities and Net Assets / Fund Balance$833,426$1,083,409▲ $249,983

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$69,193$218,573$287,766
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ryan HaskinsCoordinatorFT$85,040$53,013$138,053
Nathan TiemeierTrustee-$5,935-$5,935

Board Members and Trustees

NameTitle
August KurtzTrustee
Chad HobbsTrustee
Douglas WalkerTrustee
Mark TerrillTrustee
Rob MauroTrustee
Robert RodriguezTrustee
Tim HaneyTrustee
Tony JohnsonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$5,000
Program Service Revenue
$596,406
Investment Income
$24,234
Other Revenue
$0
All Other Contributions
$5,000
Change in Net Assets
$115,477

Audited Revenue Reconciliation

Revenue per Audited Statements
$618,915
Revenue Not Reported on Financial Statements
$6,725
Revenue Not Reported on Form 990
$134,162
Total Revenue per Audited Statements
$753,077
Total Revenue per Form 990
$625,640
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$344,187
Other Expenses$165,976
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$104,775$41,623-$146,398
Other Salaries and Wages$100,176$26,819-$126,995
Pension Plan Contributions$20,341$8,717-$29,058
All Other Expenses$21,603$6,285-$27,888
Other Employee Benefits$16,543$7,088-$23,631
Payroll Taxes$14,303$3,802-$18,105
Depreciation Depletion$15,943$1,200-$17,143
Occupancy$11,160$840-$12,000
Office Expenses$9,892$2,010-$11,902
Other Expenses$10,655$615-$11,270
Fees for Services Accounting-$6,897-$6,897
Fees for Service Investment Mgmnt Fees-$6,725-$6,725
Insurance-$6,176-$6,176
Travel$148--$148
Total Functional Expenses$390,149$120,014$0$510,163

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$510,163
Expenses per Audited Statements$503,438
Total Expenses per Audited Statements$503,438
Expenses Not Reported on Financial Statements$6,725
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Taxes Withheld$10,143
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
Yes
Other officer compensation reviewed
Yes
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, Page 6, Part VI, Line 11B

Copies of the 990 were provided and reviewed with the board of trustees prior to filing. The review was conducted by kelley galloway smith goolsby, psc, the firm that prepared the 990. The preparation and review of the 990 was overseen by mr. Ryan haskins, coordinator.

Form 990, Page 6, Part VI, Line 15A

Compensation practices for instructors are based on journeyman hourly rates as outlined in the latest collective bargaining agreement. Lost time wages for non-salaried union trustee members are paid based on the current hourly rate paid by their employers. Trustee representatives of the employers are not compensated for their attendance and participation at the board of trustees meetings. Employer trustees are compensated for attending continuing education seminars that are sponsored by professional organizations.

Form 990, Page 6, Part VI, Line 15B

Office personnel wages are paid based on hourly rates that are approved by the board of trustees.

Form 990, Page 6, Part VI, Line 19

Upon written request, the organization's governing documents and financial statements are made available to the general public.

Filing and Contact Details

Filer

Filer Name
Plumbers & Pipefitters Local 162
EIN
23-7167938
Address
1200 E 2ND STREET, DAYTON, OH 45403

Signing Officer

Name
Ryan Haskins
Title
Coordinator
Phone
9372238534
Signed
2021-10-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ryan Haskins
Formed
1896
Legal Domicile
Oh
Voting Board Members
8
Independent Board Members
8
Employees
19

Preparer

Firm
Kelley Galloway Smith Goolsby Psc
Address
5086 WOOSTER ROAD, CINCINNATI, OH 45226
Preparer
Michael T Hayes CPA
Phone
5137459204
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The education trust fund was created for the purpose of establishing a school for the training of apprentices and journeymen and to adopt programs, plans, policies, rules, regulations, and procedures for the admission, education, and training of employees in the plumbing, pipe fitting, refrigeration, heating, air conditioning, and allied industries. The education trust fund was also created to sponsor and/or finance any activity which, in the opinion of the trustees will further the knowledge and skill of employees associated with the plumbing and pipe fitting industries.

Raw XML AppendixShowing 400 of 481 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/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE EDUCATION TRUST FUND WAS CREATED FOR THE PURPOSE OF ESTABLISHING A SCHOOL FOR THE TRAINING OF APPRENTICES AND JOURNEYMEN AND TO ADOPT PROGRAMS, PLANS, POLICIES, RULES, REGULATIONS, AND PROCEDURES FOR THE ADMISSION, EDUCATION, AND TRAINING OF EMPLOYEES IN THE PLUMBING, PIPE FITTING, REFRIGERATION, HEATING, AIR CONDITIONING, AND ALLIED INDUSTRIES. THE EDUCATION TRUST FUND WAS ALSO CREATED TO SPONSOR AND/OR FINANCE ANY ACTIVITY WHICH, IN THE OPINION OF THE TRUSTEES WILL FURTHER THE KNOWLEDGE AND SKILL OF EMPLOYEES ASSOCIATED WITH THE PLUMBING AND PIPE FITTING INDUSTRIES.
IRS990/AllOtherContributionsAmt05000
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt06285
IRS990/AllOtherExpensesGrp/ProgramServicesAmt021603
IRS990/AllOtherExpensesGrp/TotalAmt027888
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0RYAN HASKINS
IRS990/BooksInCareOfDetail/PhoneNum09372238534
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01220 EAST SECOND STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0DAYTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd045403
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0219832
IRS990/CashNonInterestBearingGrp/EOYAmt0320429
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt041623
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0104775
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0146398
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt05000
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt024234
IRS990/CYOtherExpensesAmt0165976
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0596406
IRS990/CYRevenuesLessExpensesAmt0115477
IRS990/CYSalariesCompEmpBnftPaidAmt0344187
IRS990/CYTotalExpensesAmt0510163
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0625640
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt01200
IRS990/DepreciationDepletionGrp/ProgramServicesAmt015943
IRS990/DepreciationDepletionGrp/TotalAmt017143
IRS990/Desc0THE ORGANIZATION ACCOMPLISHED ITS MISSION OF PROVIDING CLASSROOM AND ON THE JOB TRAINING OF INDIVIDUALS FROM THE PLUMBER, PIPE FITTERS AND REFRIGERATION APPRENTICES AND CONTINUING EDUCATION FOR JOURNEYMEN.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt019
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0390149
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06897
IRS990/FeesForServicesAccountingGrp/TotalAmt06897
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt06725
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt06725
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt045.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.25
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt078624
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt179209
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt253013
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0MARK TERRILL
IRS990/Form990PartVIISectionAGrp/PersonNm1AUGUST KURTZ
IRS990/Form990PartVIISectionAGrp/PersonNm2RYAN HASKINS
IRS990/Form990PartVIISectionAGrp/PersonNm3NATHAN TIEMEIER
IRS990/Form990PartVIISectionAGrp/PersonNm4TIM HANEY
IRS990/Form990PartVIISectionAGrp/PersonNm5CHAD HOBBS
IRS990/Form990PartVIISectionAGrp/PersonNm6TONY JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm7ROB MAURO
IRS990/Form990PartVIISectionAGrp/PersonNm8ROBERT RODRIGUEZ
IRS990/Form990PartVIISectionAGrp/PersonNm9DOUGLAS WALKER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt285040
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt35935
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt093674
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt189540
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01896
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt09813
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0143943
IRS990/GrossReceiptsAmt0759770
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt08
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt06176
IRS990/InsuranceGrp/TotalAmt06176
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt014421
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt014421
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0218573
IRS990/LandBldgEquipBasisNetGrp/BOYAmt071478
IRS990/LandBldgEquipBasisNetGrp/EOYAmt069193
IRS990/LandBldgEquipCostOrOtherBssAmt0287766
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0134130
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE EDUCATION TRUST FUND WAS CREATED FOR THE PURPOSE OF ESTABLISHING A SCHOOL FOR THE TRAINING OF APPRENTICES AND JOURNEYMEN AND TO ADOPT PROGRAMS, PLANS, POLICIES, RULES, REGULATIONS, AND PROCEDURES FOR THE ADMISSION, EDUCATION, AND TRAINING OF EMPLOYEES IN THE PLUMBING, PIPE FITTING, REFRIGERATION, HEATING, AIR CONDITIONING, AND ALLIED INDUSTRIES. THE EDUCATION TRUST FUND WAS ALSO CREATED TO SPONSOR AND/OR FINANCE ANY ACTIVITY WHICH, IN THE OPINION OF THE TRUSTEES WILL FURTHER THE KNOWLEDGE AND SKILL OF EMPLOYEES ASSOCIATED WITH THE PLUMBING AND PIPE FITTING INDUSTRIES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0823627
IRS990/NetAssetsOrFundBalancesEOYAmt01073266
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt09813
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt09813
IRS990/NetUnrlzdGainsLossesInvstAmt0134162
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0823627
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01073266
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt0840
IRS990/OccupancyGrp/ProgramServicesAmt011160
IRS990/OccupancyGrp/TotalAmt012000
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02010
IRS990/OfficeExpensesGrp/ProgramServicesAmt09892
IRS990/OfficeExpensesGrp/TotalAmt011902
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt07088
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt016543
IRS990/OtherEmployeeBenefitsGrp/TotalAmt023631
IRS990/OtherExpensesGrp/Desc0APPRENTICE TRAINING
IRS990/OtherExpensesGrp/Desc1TEXTBOOKS & MANUALS
IRS990/OtherExpensesGrp/Desc2UTILITIES & TELEPHONE
IRS990/OtherExpensesGrp/Desc3EQUIPMENT EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01217
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1615
IRS990/OtherExpensesGrp/ProgramServicesAmt027538
IRS990/OtherExpensesGrp/ProgramServicesAmt120917
IRS990/OtherExpensesGrp/ProgramServicesAmt216155
IRS990/OtherExpensesGrp/ProgramServicesAmt310655
IRS990/OtherExpensesGrp/TotalAmt027538
IRS990/OtherExpensesGrp/TotalAmt120917
IRS990/OtherExpensesGrp/TotalAmt217372
IRS990/OtherExpensesGrp/TotalAmt311270
IRS990/OtherLiabilitiesGrp/BOYAmt09799
IRS990/OtherLiabilitiesGrp/EOYAmt010143
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt026819
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0100176
IRS990/OtherSalariesAndWagesGrp/TotalAmt0126995
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03802
IRS990/PayrollTaxesGrp/ProgramServicesAmt014303
IRS990/PayrollTaxesGrp/TotalAmt018105
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt08717
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt020341
IRS990/PensionPlanContributionsGrp/TotalAmt029058
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0RYAN HASKINS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0CONTRACTOR CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1CUYAHOGA COMMUNITY COLLEGE
IRS990/ProgramServiceRevenueGrp/Desc2STUDENT TEXTBOOKS & FEES
IRS990/ProgramServiceRevenueGrp/Desc3MISCELLANEOUS REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0544208
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt125800
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt214120
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt312278
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0544208
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt125800
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt214120
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt312278
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt09529
IRS990/PYOtherExpensesAmt0196577
IRS990/PYOtherRevenueAmt08496
IRS990/PYProgramServiceRevenueAmt0659569
IRS990/PYRevenuesLessExpensesAmt0145017
IRS990/PYSalariesCompEmpBnftPaidAmt0336000
IRS990/PYTotalExpensesAmt0532577
IRS990/PYTotalRevenueAmt0677594
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0115477
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0542116
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0693787
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt069193
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0218573
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0287766
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt06725
IRS990ScheduleD/ExpensesSubtotalAmt0503438
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt06725
IRS990ScheduleD/InvestmentExpensesNotIncldAmt06725
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0134162
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt010143
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAXES WITHHELD
IRS990ScheduleD/RevenueNotReportedAmt0134162
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt06725
IRS990ScheduleD/RevenueSubtotalAmt0618915
IRS990ScheduleD/TotalBookValueLandBuildingsAmt069193
IRS990ScheduleD/TotalExpensesPerForm990Amt0510163
IRS990ScheduleD/TotalLiabilityAmt010143
IRS990ScheduleD/TotalRevenuePerForm990Amt0625640
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0753077
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0503438
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0false
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL DID NOT PUBLISH IN THE NEWSPAPER OR BROADCAST MEDIA THIS YEAR. MANAGEMENT BELIEVES THAT HAVING THE NON- DISCRIMINATION POLICY ON THE WEBSITE, AND ALL THE MATERIALS AVAILABLE TO POTENTIAL APPRENTICES, HAS SUFFICIENTLY NOTIFIED THE GENERAL PUBLIC.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt093674
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt189540
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt078624
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt179209
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MARK TERRILL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1AUGUST KURTZ
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0172298
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1168749
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE EDUCATION TRUST FUND WAS CREATED FOR THE PURPOSE OF ESTABLISHING A SCHOOL FOR THE TRAINING OF APPRENTICES AND JOURNEYMEN AND TO ADOPT PROGRAMS, PLANS, POLICIES, RULES, REGULATIONS, AND PROCEDURES FOR THE ADMISSION, EDUCATION, AND TRAINING OF EMPLOYEES IN THE PLUMBING, PIPE FITTING, REFRIGERATION, HEATING, AIR CONDITIONING, AND ALLIED INDUSTRIES. THE EDUCATION TRUST FUND WAS ALSO CREATED TO SPONSOR AND/OR FINANCE ANY ACTIVITY WHICH, IN THE OPINION OF THE TRUSTEES WILL FURTHER THE KNOWLEDGE AND SKILL OF EMPLOYEES ASSOCIATED WITH THE PLUMBING AND PIPE FITTING INDUSTRIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COPIES OF THE 990 WERE PROVIDED AND REVIEWED WITH THE BOARD OF TRUSTEES PRIOR TO FILING. THE REVIEW WAS CONDUCTED BY KELLEY GALLOWAY SMITH GOOLSBY, PSC, THE FIRM THAT PREPARED THE 990. THE PREPARATION AND REVIEW OF THE 990 WAS OVERSEEN BY MR. RYAN HASKINS, COORDINATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION PRACTICES FOR INSTRUCTORS ARE BASED ON JOURNEYMAN HOURLY RATES AS OUTLINED IN THE LATEST COLLECTIVE BARGAINING AGREEMENT. LOST TIME WAGES FOR NON-SALARIED UNION TRUSTEE MEMBERS ARE PAID BASED ON THE CURRENT HOURLY RATE PAID BY THEIR EMPLOYERS. TRUSTEE REPRESENTATIVES OF THE EMPLOYERS ARE NOT COMPENSATED FOR THEIR ATTENDANCE AND PARTICIPATION AT THE BOARD OF TRUSTEES MEETINGS. EMPLOYER TRUSTEES ARE COMPENSATED FOR ATTENDING CONTINUING EDUCATION SEMINARS THAT ARE SPONSORED BY PROFESSIONAL ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OFFICE PERSONNEL WAGES ARE PAID BASED ON HOURLY RATES THAT ARE APPROVED BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON WRITTEN REQUEST, THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE GENERAL PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UNITED ASSOCIATION OF JOURNEYMEN &
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1DAYTON AREA PIPING INDUSTRY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine2Txt0APPRENTICES OF THE PLUMBING & PIPE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0310473446
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1316018156
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501C6
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1CONTRACTOR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01200 EAST SECOND STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt12077 EMBURY PARK DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0DAYTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1DAYTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd045403
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd145414
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0true
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt012000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt13153
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH METHOD
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1CASH METHOD
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0UNITED ASSOCIATION OF JOURNEYMEN &
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1UNITED ASSOCIATION OF JOURNEYMAN &
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine2Txt0APPRENTICES OF THE PLUMBING & PIPEFITTING INDUSTRY
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine2Txt1APPRENTICES OF THE PLUMBING & PIPEFITTING INDUSTRY
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0K
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1P

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings