Civic Intelligence

Iron Workers Local Union 401 Apprentice Training Fund

990 • Fiscal year 2018 • EIN 23-7653299

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 08, 2019

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

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

32nd percentile

0.00x

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

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Net Margin

92nd percentile

33%

Higher net margin than 92% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

95th percentile

$275,966

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 22.6% of source-year revenue.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Asset Growth

87th percentile

23%

Faster asset growth than 87% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

50th percentile

3.1%

Faster revenue growth than 50% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,165,890

Up $400,518 (+23%) from 2017

Net Assets

Up

$2,162,829

Up $401,030 (+23%) from 2017

Liabilities

Down

$3,061

Down $512 (-14%) from 2017

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin92nd percentile

Revenue

Up

$1,220,069

Up $36,562 (+3.1%) from 2017

Expenses

Up

$819,039

Up $35,989 (+4.6%) from 2017

Net Income

Up

$401,030

Up $573 (+0.1%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth87th 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

2018

Assets$2,165,890
Liabilities$3,061
Net Assets$2,162,829
Open 2018 Filing

Operations Trend

Revenue Growth50th 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

2018

Revenue$1,220,069
Expenses$819,039
Net Income$401,030
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 8, 2019
Return Version
2017v2.2
Gross Receipts
$1,220,069
Mission and Program Overview

Mission

Training of individual members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,761,799$2,162,829▲ $401,030
Investments in Publicly Traded Securities$1,052,863$1,060,415▲ $7,552
Cash and Non-Interest-Bearing Accounts$532,250$861,216▲ $328,966
Land, Buildings, and Equipment, Net$146,323$144,523▼ $1,800
Accounts Receivable$27,559$82,321▲ $54,762
Prepaid Expenses and Deferred Charges$6,377$6,434▲ $57
Total Assets$1,765,372$2,165,890▲ $400,518
Other Assets Total-$10,981-
Liabilities
Accounts Payable and Accrued Expenses$3,573$3,061▼ $512
Total Liabilities$3,573$3,061▼ $512
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,761,799$2,162,829▲ $401,030
Total Liabilities and Net Assets / Fund Balance$1,765,372$2,165,890▲ $400,518

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$131,474$60,704$192,178
Equipment$8,393$93,170$101,563
Other Land Buildings$4,656$41,904$46,560
Other Assets Org$10,981--
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kevin BoyleUnion TrusteePT-$275,966$275,966
Paul ShepherdsonUnion TrusteePT-$275,922$275,922
Frank Marsh--$146,786$111,833$258,619
Frank MarshCoordinatorFT$146,786$92,697$239,483
Charles RobertsUnion TrusteePT-$60,665$60,665

Board Members and Trustees

NameTitle
Drew McelhinneyEmployer Trustee
Erik SimsEmployer Trustee
Steve EdlingEmployer Trustee
Kevin Boyle-
Paul Shepherdson-
Revenue and Support

Revenue Composition

Contributions and Grants
$21,204
Program Service Revenue
$1,187,748
Investment Income
$7,579
Other Revenue
$3,538
All Other Contributions
$21,204
Change in Net Assets
$401,030

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,220,069
Total Revenue per Audited Statements
$1,220,069
Total Revenue per Form 990
$1,220,069
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$419,119
Other Expenses$399,920
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$202,312
Current Officers, Directors, Trustees, and Key Employees---$146,786
Other Salaries and Wages---$144,351
Other Employee Benefits---$102,044
Other Expenses---$27,918
Payroll Taxes---$25,938
Depreciation Depletion---$16,395
Office Expenses---$14,828
Travel---$7,262
Insurance---$7,225
Fees for Services Accounting---$4,200
Fees for Services Legal---$1,875
Total Functional Expenses$0$0$0$819,039

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$819,039
Total Expenses per Audited Statements$819,039
Total Expenses per Form 990$819,039
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
Kevin Boyle
Title
Business Representative
Phone
2156763000
Signed
2019-04-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin Boyle
Formed
1984
Legal Domicile
Pa
Voting Board Members
6
Independent Board Members
3
Employees
2
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 Appendix383 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/DisregardedEntityName/BusinessNameLine1Txt1Ironworkers Local Union 401
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0232191989
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1230724500
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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
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0135000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Actual
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Ironworkers Local Union 401
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0n
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01765372
IRS990/TotalAssetsEOYAmt02165890
IRS990/TotalAssetsGrp/BOYAmt01765372
IRS990/TotalAssetsGrp/EOYAmt02165890
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt021204
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/TotalAmt0819039
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03573
IRS990/TotalLiabilitiesEOYAmt03061
IRS990/TotalLiabilitiesGrp/BOYAmt03573
IRS990/TotalLiabilitiesGrp/EOYAmt03061
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01761799
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02162829
IRS990/TotalOtherCompensationAmt0350897
IRS990/TotalProgramServiceRevenueAmt01187748
IRS990/TotalReportableCompFromOrgAmt0146786
IRS990/TotalRevenueGrp/ExclusionAmt011117
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01187748
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01220069
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01765372
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02165890
IRS990/TotReportableCompRltdOrgAmt0354353
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt07262
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt011600 Norcom Road
IRS990/USAddress/CityNm0Philadelphia
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019154
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN BOYLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BUSINESS REPRESENTATIVE
ReturnHeader/BusinessOfficerGrp/PhoneNum02156763000
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-08
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0C62D06C3A46DDBABD633800C0633C00191D3551C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B4F67A1DF554F5AD01E9A0B9742CDB9C08890C57
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.160.234.8
ReturnHeader/FilingSecurityInformation/IPDt02019-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm011:53:17
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/PreparationDt02019-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN M DORWART
ReturnHeader/ReturnTs02019-05-09T11:53:23-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,165,890
Liabilities
$3,061
Net assets
$2,162,829
Revenue
$1,220,069
Expenses
$819,039
Net income
$401,030
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
2018Detailed filing. Detailed filing data is available for this year.$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