Civic Intelligence

Iron Workers Local Union 401 Apprentice Training Fund

990 • Fiscal year 2020 • EIN 23-7653299

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 13, 2020

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

71st percentile

0.07x

Higher debt load relative to assets than 71% of similar nonprofits.

2020 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

81st percentile

0.18x

Higher debt load relative to revenue than 81% of similar nonprofits.

2020 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2020

Net Margin

8th percentile

-14%

Higher net margin than 8% of similar nonprofits.

2020 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

96th percentile

$283,171

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 30.2% of source-year revenue.

2020 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2020

Asset Growth

32nd percentile

2.0%

Faster asset growth than 32% of similar nonprofits.

2020 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

16th percentile

-17%

Faster revenue growth than 16% of similar nonprofits.

2020 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$2,538,774

Up $50,679 (+2.0%) from 2019

Net Assets

Down

$2,371,969

Down $111,621 (-4.5%) from 2019

Liabilities

Up

$166,805

Up $162,300 (+3603%) from 2019

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin8th percentile

Revenue

Down

$937,633

Down $188,501 (-17%) from 2019

Expenses

Up

$1,067,777

Up $262,404 (+33%) from 2019

Net Income

Down

-$130,144

Down $450,905 (-141%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2020

Assets$2,538,774
Liabilities$166,805
Net Assets$2,371,969
Open 2020 Filing

Operations Trend

Revenue Growth16th 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

2020

Revenue$937,633
Expenses$1,067,777
Net Income-$130,144
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 13, 2020
Return Version
2019v5.1
Gross Receipts
$937,633
Mission and Program Overview

Mission

Training of individual members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,483,590$2,371,969▼ $111,621
Investments in Publicly Traded Securities$1,092,439$1,640,606▲ $548,167
Cash and Non-Interest-Bearing Accounts$1,182,768$695,808▼ $486,960
Land, Buildings, and Equipment, Net$160,222$152,017▼ $8,205
Accounts Receivable$47,947$38,086▼ $9,861
Prepaid Expenses and Deferred Charges$2,653$9,257▲ $6,604
Inventories for Sale or Use$2,066$3,000▲ $934
Total Assets$2,488,095$2,538,774▲ $50,679
Liabilities
Other Liabilities$1,465$166,105▲ $164,640
Accounts Payable and Accrued Expenses$3,040$700▼ $2,340
Total Liabilities$4,505$166,805▲ $162,300
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,483,590$2,371,969▼ $111,621
Total Liabilities and Net Assets / Fund Balance$2,488,095$2,538,774▲ $50,679

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$125,095$73,268$198,363
Equipment$26,922$106,155$133,077
Land$0--
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul ShepherdsonUnion TrusteePT-$283,171$283,171
Kevin BoyleUnion TrusteePT-$282,777$282,777
Frank MarshPast CoordinatorFT$205,873$22,505$228,378
Frank Marsh--$205,873$22,505$228,378
Mike CaseyCoordinatorFT$113,102$82,420$195,522
Mike Casey--$113,102$82,420$195,522
Charles RobertsUnion TrusteePT-$59,119$59,119

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
$11,922
Program Service Revenue
$887,564
Investment Income
$30,912
Other Revenue
$7,235
All Other Contributions
$11,922
Change in Net Assets
$-130,144

Audited Revenue Reconciliation

Revenue per Audited Statements
$937,633
Revenue Not Reported on Form 990
$18,523
Total Revenue per Audited Statements
$956,156
Total Revenue per Form 990
$937,633
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$694,849
Other Expenses$372,928
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$0$0$0$318,975
Occupancy$0$0$0$188,766
Other Salaries and Wages$0$0$0$187,597
Pension Plan Contributions$0$0$0$105,554
Other Employee Benefits$0$0$0$54,784
Other Expenses$0$0$0$28,851
Payroll Taxes$0$0$0$27,939
Office Expenses$0$0$0$20,684
Depreciation Depletion$0$0$0$14,390
Travel$0$0$0$13,947
Fees for Services Accounting$0$0$0$5,468
Insurance$0$0$0$2,643
Fees for Services Legal$0$0$0$572
Total Functional Expenses$0$0$0$1,067,777

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,067,777
Total Expenses per Audited Statements$1,067,777
Total Expenses per Form 990$1,067,777
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Severance Payable$164,832
Due to Local 401 General Fund$1,273
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
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
Trustee
Phone
2156763000
Signed
2020-11-13
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
8
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.”

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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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IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
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IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0198363
IRS990ScheduleD/NetUnrealizedGainsInvstAmt018523
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01273
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1164832
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to Local 401 General Fund
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Severance Payable
IRS990ScheduleD/RevenueNotReportedAmt018523
IRS990ScheduleD/RevenueSubtotalAmt0937633
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0152017
IRS990ScheduleD/TotalExpensesPerForm990Amt01067777
IRS990ScheduleD/TotalLiabilityAmt0166105
IRS990ScheduleD/TotalRevenuePerForm990Amt0937633
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0956156
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01067777
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3113102
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt30
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt126334
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt226344
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Frank Marsh
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Paul Shepherdson
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2Kevin Boyle
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3Mike Casey
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0228378
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt3195522
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1283171
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2282787
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt30
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 990 is reviewed by the responsible officer before signing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The documents are available upon request at the Fund office.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0na
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1na
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Local 401 Annuity Fund
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1Ironworkers Local Union 401
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0232191989
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

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,538,774
Liabilities
$166,805
Net assets
$2,371,969
Revenue
$937,633
Expenses
$1,067,777
Net income
-$130,144
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
2020Detailed filing. Detailed filing data is available for this year.$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