Civic Intelligence

Iron Workers Local Union 401 Apprentice Training Fund

990 • Fiscal year 2021 • EIN 23-7653299

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 24, 2021

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

34th percentile

0.00x

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

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

Liabilities / Revenue

37th percentile

0.00x

Higher debt load relative to revenue than 37% of similar nonprofits.

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

Net Margin

6th percentile

-17%

Higher net margin than 6% of similar nonprofits.

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

Top Officer Pay

97th percentile

$301,443

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 37.4% of source-year revenue.

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

Asset Growth

4th percentile

-13%

Faster asset growth than 4% of similar nonprofits.

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

Revenue Growth

10th percentile

-14%

Faster revenue growth than 10% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets34th percentile

Assets

Down

$2,214,114

Down $324,660 (-13%) from 2020

Net Assets

Down

$2,210,843

Down $161,126 (-6.8%) from 2020

Liabilities

Down

$3,271

Down $163,534 (-98%) from 2020

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin6th percentile

Revenue

Down

$807,000

Down $130,633 (-14%) from 2020

Expenses

Down

$943,020

Down $124,757 (-12%) from 2020

Net Income

Down

-$136,020

Down $5,876 (-4.5%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth4th 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

2021

Assets$2,214,114
Liabilities$3,271
Net Assets$2,210,843
Open 2021 Filing

Operations Trend

Revenue Growth10th 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

2021

Revenue$807,000
Expenses$943,020
Net Income-$136,020
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 24, 2021
Return Version
2020v4.1
Gross Receipts
$807,000
Mission and Program Overview

Mission

Training of individual members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,371,969$2,210,843▼ $161,126
Investments in Publicly Traded Securities$1,640,606$1,478,989▼ $161,617
Cash and Non-Interest-Bearing Accounts$695,808$531,184▼ $164,624
Land, Buildings, and Equipment, Net$152,017$171,434▲ $19,417
Accounts Receivable$38,086$21,337▼ $16,749
Prepaid Expenses and Deferred Charges$9,257$8,170▼ $1,087
Inventories for Sale or Use$3,000$3,000→ $0
Total Assets$2,538,774$2,214,114▼ $324,660
Liabilities
Other Liabilities$166,105$3,271▼ $162,834
Accounts Payable and Accrued Expenses$700--
Total Liabilities$166,805$3,271▼ $163,534
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,371,969$2,210,843▼ $161,126
Total Liabilities and Net Assets / Fund Balance$2,538,774$2,214,114▼ $324,660

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$124,522$79,871$204,393
Equipment$46,912$117,341$164,253
Land$0--
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mike CaseyCoordinatorFT$156,302$145,141$301,443
Mike Casey--$156,302$143,419$299,721
Kevin BoyleUnion TrusteePT-$274,667$274,667
Paul ShepherdsonPast Union TrusteePT-$60,413$60,413
Charles RobertsUnion TrusteePT-$59,063$59,063

Board Members and Trustees

NameTitle
Drew McElhinneyEmployer Trustee
Erik SimsEmployer Trustee
Steve EdlingEmployer Trustee
Kevin Boyle-
Revenue and Support

Revenue Composition

Contributions and Grants
$37,081
Program Service Revenue
$720,889
Investment Income
$29,080
Other Revenue
$19,950
All Other Contributions
$37,081
Change in Net Assets
$-136,020

Audited Revenue Reconciliation

Revenue per Audited Statements
$806,935
Revenue Not Reported on Financial Statements
$65
Revenue Not Reported on Form 990
$-25,106
Other Revenue Adjustments
$65
Total Revenue per Audited Statements
$781,829
Total Revenue per Form 990
$807,000
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$560,334
Other Expenses$382,686
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$0$0$0$184,218
Occupancy$0$0$0$174,524
Current Officers, Directors, Trustees, and Key Employees$0$0$0$156,302
Pension Plan Contributions$0$0$0$129,231
Other Employee Benefits$0$0$0$61,748
Payroll Taxes$0$0$0$28,835
Depreciation Depletion$0$0$0$17,788
Office Expenses$0$0$0$15,914
Travel$0$0$0$10,541
Insurance$0$0$0$7,763
Fees for Services Accounting$0$0$0$4,300
Fees for Services Legal$0$0$0$630
Other Expenses$0$0$0$65
Total Functional Expenses$0$0$0$943,020

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$943,020
Expenses per Audited Statements$942,955
Total Expenses per Audited Statements$942,955
Expenses Not Reported on Financial Statements$65
Other Expense Adjustments$65
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
Due to Local 401 General Fund$3,271
Severance Payable$0
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
2021-11-24
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
14
Volunteers
0

Preparer

Firm
Fischer Dorwart Pc
Address
16 W VASSAR ROAD, AUDUBON, NJ 08106
Preparer
Gary R Fischer
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.”

Financial Statement Notes

Pt XII, Line 4B

“Investment Expense”

Pt XI, Line 4B

“Investment Expense”

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IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0164253
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt065
IRS990ScheduleD/ExpensesSubtotalAmt0942955
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0124522
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt079871
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0204393
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-25106
IRS990ScheduleD/OtherExpensesNotIncludedAmt065
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03271
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt10
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to Local 401 General Fund
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Severance Payable
IRS990ScheduleD/OtherRevenuesNotIncludedAmt065
IRS990ScheduleD/RevenueNotReportedAmt0-25106
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt065
IRS990ScheduleD/RevenueSubtotalAmt0806935
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Investment Expense
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Investment Expense
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt XII, Line 4b
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt XI, Line 4b
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0171434
IRS990ScheduleD/TotalExpensesPerForm990Amt0943020
IRS990ScheduleD/TotalLiabilityAmt03271
IRS990ScheduleD/TotalRevenuePerForm990Amt0807000
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0781829
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0942955
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1156302
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0140545
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt11722
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt1102642
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt0102642
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt140777
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt031480
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Kevin Boyle
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Mike Casey
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1299721
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0274667
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt11722
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
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Actual
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Iron Workers Local Union 401
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0n, o,
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02538774
IRS990/TotalAssetsEOYAmt02214114
IRS990/TotalAssetsGrp/BOYAmt02538774
IRS990/TotalAssetsGrp/EOYAmt02214114
IRS990/TotalCompGreaterThan150KInd0true

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,214,114
Liabilities
$3,271
Net assets
$2,210,843
Revenue
$807,000
Expenses
$943,020
Net income
-$136,020
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
2021Detailed filing. Detailed filing data is available for this year.$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