Civic Intelligence

Iron Workers Local Union 401 Apprentice Training Fund

990 • Fiscal year 2015 • EIN 23-7653299

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 17, 2016

Organization ProfileN/A
11600 Norcom RoadPhiladelphia, PA 19154

(215) 676-3000

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.00x

Higher debt load relative to assets than 42% of similar nonprofits.

2015 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

41st percentile

0.00x

Higher debt load relative to revenue than 41% of similar nonprofits.

2015 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2015

Net Margin

84th percentile

21%

Higher net margin than 84% of similar nonprofits.

2015 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

97th percentile

$192,120

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 21.3% of source-year revenue.

2015 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2015

Asset Growth

80th percentile

16%

Faster asset growth than 80% of similar nonprofits.

2015 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

22nd percentile

-5.1%

Faster revenue growth than 22% of similar nonprofits.

2015 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$961,961

Up $133,049 (+16%) from 2014

Net Assets

Up

$959,552

Up $194,360 (+25%) from 2014

Liabilities

Down

$2,409

Down $61,311 (-96%) from 2014

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin84th percentile

Revenue

Down

$902,027

Down $48,658 (-5.1%) from 2014

Expenses

Down

$715,092

Down $40,031 (-5.3%) from 2014

Net Income

Down

$186,935

Down $8,627 (-4.4%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$3.0M$2.0M$1.0M$0Assets 2013: $696,988Liabilities 2013: $127,358Net Assets 2013: $569,6302013Assets 2014: $828,912Liabilities 2014: $63,720Net Assets 2014: $765,1922014Assets 2015: $961,961Liabilities 2015: $2,409Net Assets 2015: $959,5522015Assets 2016: $1,381,080Liabilities 2016: $4,701Net Assets 2016: $1,376,3792016Assets 2017: $1,765,372Liabilities 2017: $3,573Net Assets 2017: $1,761,7992017Assets 2018: $2,165,890Liabilities 2018: $3,061Net Assets 2018: $2,162,8292018Assets 2019: $2,488,095Liabilities 2019: $4,505Net Assets 2019: $2,483,5902019Assets 2020: $2,538,774Liabilities 2020: $166,805Net Assets 2020: $2,371,9692020Assets 2021: $2,214,114Liabilities 2021: $3,271Net Assets 2021: $2,210,8432021Assets 2022: $1,798,987Liabilities 2022: $0Net Assets 2022: $1,798,9872022Assets 2024: $1,982,028Liabilities 2024: $0Net Assets 2024: $1,982,0282024

Highlighted filing

2015

Assets$961,961
Liabilities$2,409
Net Assets$959,552
Open 2015 Filing

Operations Trend

Revenue Growth22nd percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2013: $724,2282013Revenue 2014: $950,685Expenses 2014: $755,123Net Income 2014: $195,5622014Revenue 2015: $902,027Expenses 2015: $715,092Net Income 2015: $186,9352015Revenue 2016: $1,162,285Expenses 2016: $745,458Net Income 2016: $416,8272016Revenue 2017: $1,183,507Expenses 2017: $783,050Net Income 2017: $400,4572017Revenue 2018: $1,220,069Expenses 2018: $819,039Net Income 2018: $401,0302018Revenue 2019: $1,126,134Expenses 2019: $805,373Net Income 2019: $320,7612019Revenue 2020: $937,633Expenses 2020: $1,067,777Net Income 2020: -$130,1442020Revenue 2021: $807,000Expenses 2021: $943,020Net Income 2021: -$136,0202021Revenue 2022: $541,405Expenses 2022: $925,361Net Income 2022: -$383,9562022Revenue 2024: $1,258,820Expenses 2024: $1,038,949Net Income 2024: $219,8712024

Highlighted filing

2015

Revenue$902,027
Expenses$715,092
Net Income$186,935
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 17, 2016
Return Version
2014v6.0
Gross Receipts
$904,185
Mission and Program Overview

Mission

Training of individual members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$765,192$959,552▲ $194,360
Cash and Non-Interest-Bearing Accounts$598,721$721,606▲ $122,885
Land, Buildings, and Equipment, Net$167,513$144,785▼ $22,728
Accounts Receivable$58,003$63,294▲ $5,291
Prepaid Expenses and Deferred Charges$4,675$962▼ $3,713
Total Assets$828,912$961,961▲ $133,049
Other Assets Total-$31,314-
Liabilities
Accounts Payable and Accrued Expenses$63,720$2,409▼ $61,311
Total Liabilities$63,720$2,409▼ $61,311
Net Assets / Fund Balance
Total Net Assets Fund Balance$765,192$959,552▲ $194,360
Total Liabilities and Net Assets / Fund Balance$828,912$961,961▲ $133,049

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,740$176,596$180,336
Leasehold Improvements$108,453$54,987$163,440
Other Land Buildings$32,592$13,968$46,560
Other Assets Org$31,314--
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Frank MarshCoordinatorFT$125,947$66,173$192,120
Frank Marsh--$125,947$66,173$192,120
Paul ShepherdsonUnion TrusteePT-$189,243$189,243
Charles RobertsUnion TrusteePT-$189,212$189,212

Board Members and Trustees

NameTitle
Drew McelhinneyEmployer Trustee
Erik SimsEmployer Trustee
Steve EdlingEmployer Trustee
Steve SweeneyUnion Trustee
Charles Roberts-
Paul Shepherdson-
Revenue and Support

Revenue Composition

Contributions and Grants
$9,900
Program Service Revenue
$892,709
Investment Income
$776
Other Revenue
$-1,358
All Other Contributions
$9,900
Change in Net Assets
$186,935

Audited Revenue Reconciliation

Revenue per Audited Statements
$902,027
Total Revenue per Audited Statements
$902,027
Total Revenue per Form 990
$902,027
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$396,263
Salaries, Compensation, and Employee Benefits$318,829
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$186,997
Current Officers, Directors, Trustees, and Key Employees---$130,264
Other Salaries and Wages---$95,221
Pension Plan Contributions---$47,110
Other Employee Benefits---$24,997
Other Expenses---$23,482
Depreciation Depletion---$22,728
Payroll Taxes---$21,237
Travel---$13,113
Office Expenses---$8,580
Insurance---$5,896
Fees for Services Accounting---$3,200
Fees for Services Legal---$500
Total Functional Expenses$0$0$0$715,092

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$715,092
Total Expenses per Audited Statements$715,092
Total Expenses per Form 990$715,092
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
Audit committee
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
No
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
Filing and Contact Details

Filer

Filer Name
Iron Workers Local Union 401 Apprentice Training Fund
EIN
23-7653299
Phone
2156763000
Address
11600 NORCOM ROAD, PHILADELPHIA, PA 19154

Signing Officer

Name
Charles Roberts
Title
Trustee
Phone
2156763000
Signed
2016-02-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles Roberts
Formed
1984
Legal Domicile
Pa
Voting Board Members
7
Independent Board Members
6
Employees
14
Volunteers
0

Preparer

Firm
Fischer Dorwart Pc
Address
16 W VASSAR ROAD, AUDUBON, NJ 08106
Preparer
Stephen M Dorwart
Phone
8563100990
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The 990 is reviewed by the responsible officer before signing.”

Pt VI, Line 19

“The documents are available upon request at the Fund office.”

Raw XML Appendix377 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1230724500
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0401(a)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(c)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0RETIREMENT PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1LOCAL UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0n/a
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1n/a
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt011600 Norcom Road
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt111600 Norcom Road
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Philadelphia
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1Philadelphia
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd019154
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd119154
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0true
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0139692
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Fair Rental value
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Local Union 401
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0k
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0828912
IRS990/TotalAssetsEOYAmt0961961
IRS990/TotalAssetsGrp/BOYAmt0828912
IRS990/TotalAssetsGrp/EOYAmt0961961
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt09900
IRS990/TotalEmployeeCnt014
IRS990/TotalFunctionalExpensesGrp/TotalAmt0715092
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt063720
IRS990/TotalLiabilitiesEOYAmt02409
IRS990/TotalLiabilitiesGrp/BOYAmt063720
IRS990/TotalLiabilitiesGrp/EOYAmt02409
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0765192
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0959552
IRS990/TotalOtherCompensationAmt0239811
IRS990/TotalProgramServiceRevenueAmt0892709
IRS990/TotalReportableCompFromOrgAmt0125947
IRS990/TotalRevenueGrp/ExclusionAmt0-582
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0892709
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0902027
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0828912
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0961961
IRS990/TotReportableCompRltdOrgAmt0204817
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt013113
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt011600 Norcom Road
IRS990/USAddress/CityNm0Philadelphia
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019154
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES ROBERTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02156763000
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IRON WORKERS LOCAL UNION 401 APPRENTICE TRAINING FUND
ReturnHeader/Filer/BusinessNameControlTxt0IRON
ReturnHeader/Filer/EIN0237653299
ReturnHeader/Filer/PhoneNum02156763000
ReturnHeader/Filer/USAddress/AddressLine1Txt011600 NORCOM ROAD
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019154
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FISCHER DORWART PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016 W VASSAR ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUDUBON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008106
ReturnHeader/PreparerPersonGrp/PhoneNum08563100990
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN M DORWART
ReturnHeader/ReturnTs02016-02-23T12:32:25-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$961,961
Liabilities
$2,409
Net assets
$959,552
Revenue
$902,027
Expenses
$715,092
Net income
$186,935
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.98$0.00$1.98$1.26$1.04$0.22
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$0.00$1.80$0.54$0.93$0.38
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.21$0.00$2.21$0.81$0.94$0.14
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.54$0.17$2.37$0.94$1.07$0.13
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.49$0.00$2.48$1.13$0.81$0.32
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.17$0.00$2.16$1.22$0.82$0.40
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.77$0.00$1.76$1.18$0.78$0.40
2016Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$1.16$0.75$0.42
2015Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.90$0.72$0.19
2014Detailed filing. Detailed filing data is available for this year.$0.83$0.06$0.77$0.95$0.76$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.70$0.13$0.57$0.72