Civic Intelligence

Iron Workers Local Union 401 Apprentice Training Fund

990 • Fiscal year 2016 • EIN 23-7653299

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 14, 2017

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

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2016 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

34th percentile

0.00x

Higher debt load relative to revenue than 34% of similar nonprofits.

2016 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2016

Net Margin

94th percentile

36%

Higher net margin than 94% of similar nonprofits.

2016 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

91st percentile

$217,866

Higher top officer pay than 91% of similar nonprofits.

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

2016 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2016

Asset Growth

94th percentile

44%

Faster asset growth than 94% of similar nonprofits.

2016 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

92nd percentile

29%

Faster revenue growth than 92% of similar nonprofits.

2016 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$1,381,080

Up $419,119 (+44%) from 2015

Net Assets

Up

$1,376,379

Up $416,827 (+43%) from 2015

Liabilities

Up

$4,701

Up $2,292 (+95%) from 2015

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin94th percentile

Revenue

Up

$1,162,285

Up $260,258 (+29%) from 2015

Expenses

Up

$745,458

Up $30,366 (+4.2%) from 2015

Net Income

Up

$416,827

Up $229,892 (+123%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth94th 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

2016

Assets$1,381,080
Liabilities$4,701
Net Assets$1,376,379
Open 2016 Filing

Operations Trend

Revenue Growth92nd 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

2016

Revenue$1,162,285
Expenses$745,458
Net Income$416,827
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 14, 2017
Return Version
2015v3.0
Gross Receipts
$1,163,009
Mission and Program Overview

Mission

Training of individual members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$959,552$1,376,379▲ $416,827
Cash and Non-Interest-Bearing Accounts$721,606$1,183,904▲ $462,298
Land, Buildings, and Equipment, Net$144,785$148,899▲ $4,114
Accounts Receivable$63,294$45,782▼ $17,512
Prepaid Expenses and Deferred Charges$962$2,495▲ $1,533
Total Assets$961,961$1,381,080▲ $419,119
Other Assets Total$31,314--
Liabilities
Accounts Payable and Accrued Expenses$2,409$4,701▲ $2,292
Total Liabilities$2,409$4,701▲ $2,292
Net Assets / Fund Balance
Total Net Assets Fund Balance$959,552$1,376,379▲ $416,827
Total Liabilities and Net Assets / Fund Balance$961,961$1,381,080▲ $419,119

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$125,569$60,107$185,676
Equipment$50$156,337$156,387
Other Land Buildings$23,280$23,280$46,560
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charles RobertsUnion TrusteePT-$217,866$217,866
Frank MarshCoordinatorFT$136,422$78,300$214,722
Frank Marsh--$136,422$78,300$214,722
Paul ShepherdsonUnion TrusteePT-$210,753$210,753

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
$17,050
Program Service Revenue
$1,141,635
Investment Income
$1,158
Other Revenue
$2,442
All Other Contributions
$17,050
Change in Net Assets
$416,827

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,162,285
Total Revenue per Audited Statements
$1,162,285
Total Revenue per Form 990
$1,162,285
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$373,164
Salaries, Compensation, and Employee Benefits$372,294
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$191,341
Current Officers, Directors, Trustees, and Key Employees---$136,422
Other Salaries and Wages---$126,515
Pension Plan Contributions---$54,309
Other Employee Benefits---$31,473
Other Expenses---$26,154
Payroll Taxes---$23,575
Depreciation Depletion---$18,123
Travel---$8,807
Office Expenses---$8,200
Insurance---$5,991
Fees for Services Accounting---$5,390
Fees for Services Legal---$1,437
Total Functional Expenses$0$0$0$745,458

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$745,458
Total Expenses per Audited Statements$745,458
Total Expenses per Form 990$745,458
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
2017-02-14
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 Appendix370 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The documents are available upon request at the Fund office.
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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
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd119154
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0961961
IRS990/TotalAssetsEOYAmt01381080
IRS990/TotalAssetsGrp/BOYAmt0961961
IRS990/TotalAssetsGrp/EOYAmt01381080
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt017050
IRS990/TotalEmployeeCnt014
IRS990/TotalFunctionalExpensesGrp/TotalAmt0745458
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt04701
IRS990/TotalLiabilitiesGrp/BOYAmt02409
IRS990/TotalLiabilitiesGrp/EOYAmt04701
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0959552
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01376379
IRS990/TotalOtherCompensationAmt0261234
IRS990/TotalProgramServiceRevenueAmt01141635
IRS990/TotalReportableCompFromOrgAmt0136422
IRS990/TotalRevenueGrp/ExclusionAmt03600
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01141635
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01162285
IRS990/TotalVolunteersCnt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01381080
IRS990/TotReportableCompRltdOrgAmt0245685
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt08807
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES ROBERTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02156763000
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-14
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/PreparationDt02017-02-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN M DORWART
ReturnHeader/ReturnTs02017-02-14T09:35:56-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,381,080
Liabilities
$4,701
Net assets
$1,376,379
Revenue
$1,162,285
Expenses
$745,458
Net income
$416,827
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)5 • $1M-$5M nonprofits