Civic Intelligence

Bricklayers Local Union No 9 - Pa Joint

EIN 25-6212198 • 501(c)5 • Erie, PA

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Profile

The purpose of the trust is to finance the education and training of individuals for the journeymans bricklayer trade in the geographical area covered by the erie chapter of bricklayers allied craftworks local #9.

2233 Ebco DriveErie, PA 16506

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)5 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)5 • <$500k nonprofits • Source year 2024

Net Margin

91st percentile

38%

Higher net margin than 91% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2024

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)5 • <$500k nonprofits • Source year 2024

Asset Growth

88th percentile

25%

Faster asset growth than 88% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

82%

Faster revenue growth than 97% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$49,484

Up $10,049 (+25%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$49,484

Up $10,049 (+25%) from 2023

Operations
Liabilities / Revenue60th percentileNet Margin91st percentile

Revenue

Up

$5,504

Up $2,483 (+82%) from 2023

Expenses

Up

$3,388

Up $1,348 (+66%) from 2023

Net Income

Up

$2,116

Up $1,135 (+116%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth88th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2018: $37,322Liabilities 2018: $0Net Assets 2018: $37,3222018Assets 2020: $37,322Liabilities 2020: $0Net Assets 2020: $37,3222020Assets 2021: $38,023Liabilities 2021: $0Net Assets 2021: $38,0232021Assets 2022: $38,454Liabilities 2022: $0Net Assets 2022: $38,4542022Assets 2023: $39,435Liabilities 2023: $0Net Assets 2023: $39,4352023Assets 2024: $49,484Liabilities 2024: $0Net Assets 2024: $49,4842024

Highlighted filing

2024

Assets$49,484
Liabilities$0
Net Assets$49,484
Open 2024 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10K$5.0K$0-$5.0KRevenue 2018: $3,061Expenses 2018: $6,431Net Income 2018: -$3,3702018Revenue 2020: $3,061Expenses 2020: $6,431Net Income 2020: -$3,3702020Revenue 2021: $4,701Expenses 2021: $4,000Net Income 2021: $7012021Revenue 2022: $3,086Expenses 2022: $4,700Net Income 2022: -$1,6142022Revenue 2023: $3,021Expenses 2023: $2,040Net Income 2023: $9812023Revenue 2024: $5,504Expenses 2024: $3,388Net Income 2024: $2,1162024

Highlighted filing

2024

Revenue$5,504
Expenses$3,388
Net Income$2,116
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,484
Liabilities
$0
Net assets
$49,484
Revenue
$5,504
Expenses
$3,388
Net income
$2,116
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$49.5$0.00$49.5$5.50$3.39$2.12
2023Detailed filing. Detailed filing data is available for this year.$39.4$0.00$39.4$3.02$2.04$0.98
2022Detailed filing. Detailed filing data is available for this year.$38.5$0.00$38.5$3.09$4.70$1.61
2021Detailed filing. Detailed filing data is available for this year.$38.0$0.00$38.0$4.70$4.00$0.70
2020Detailed filing. Detailed filing data is available for this year.$37.3$0.00$37.3$3.06$6.43$3.37
2018Detailed filing. Detailed filing data is available for this year.$37.3$0.00$37.3$3.06$6.43$3.37
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$5,504
Mission and Program Overview

Mission

The purpose of the trust is to finance the education and training of individuals for the journeymans bricklayer trade in the geographical area covered by the erie chapter of bricklayers allied craftworks local #9.

Program Services

DescriptionGrantsExpenses
FINANCING THE EDUCATION AND TRAINING OF INDIVIDUALS FOR THE JOURNEYMANS BRICKLAYER TRADE$0$3,388
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS AUMANTrustee-$0--
GENA L SHINGLERecording Secretary-$0--
DENNIS LEARNChairman-$0--
RICHARD MORAN IIITrustee-$0--
Filing and Contact Details

Filer

Filer Name
Bricklayers Local Union No 9 - Pa Joint
EIN
25-6212198
Phone
8144565528
Address
2233 EBCO DRIVE, ERIE, PA 16506

Signing Officer

Name
Gena L Shingle
Title
Trustee
Phone
8144565528
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Heberlein & Falk Pc
Address
2306 PENINSULA DRIVE, ERIE, PA 16506
Preparer
Stephen J Falk III CPA
Phone
8148386095
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

“Description: INVESTMENT INCOME. Amount: 4790.”

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: ADMINISTRATIVE FEES. Amount: 777. Description: BANK AND INVESTMENT FEES. Amount: 211. Total to Form 990-EZ, line 16: 988.”

Form 990-EZ, Part II, Line 24 - Other Assets

“Description: LPL INVESTMENTS. Beg. of Year Amount: 46007. End of Year Amount: 48267.”

Raw XML Appendix116 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MS GENA L SHINGLE TRUSTEE
IRS990EZ/BooksInCareOfDetail/PhoneNum08144565528
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02233 EBCO DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ERIE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd016506
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01361
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01217
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0714
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt02116
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02400
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt047368
IRS990EZ/Form990TotalAssetsGrp/EOYAmt049484
IRS990EZ/GrossReceiptsAmt05504
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt04790
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt047368
IRS990EZ/NetAssetsOrFundBalancesEOYAmt049484
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt047368
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt049484
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0THOMAS AUMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GENA L SHINGLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DENNIS LEARN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RICHARD MORAN III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt046007
IRS990EZ/OtherAssetsTotalDetail/EOYAmt048267
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0988
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSE OF THE TRUST IS TO FINANCE THE EDUCATION AND TRAINING OF INDIVIDUALS FOR THE JOURNEYMANS BRICKLAYER TRADE IN THE GEOGRAPHICAL AREA COVERED BY THE ERIE CHAPTER OF BRICKLAYERS ALLIED CRAFTWORKS LOCAL #9.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FINANCING THE EDUCATION AND TRAINING OF INDIVIDUALS FOR THE JOURNEYMANS BRICKLAYER TRADE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03388
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt03388
IRS990EZ/TotalProgramServiceExpensesAmt03388
IRS990EZ/TotalRevenueAmt05504
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: INVESTMENT INCOME. Amount: 4790.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: ADMINISTRATIVE FEES. Amount: 777. Description: BANK AND INVESTMENT FEES. Amount: 211. Total to Form 990-EZ, line 16: 988.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: LPL INVESTMENTS. Beg. of Year Amount: 46007. End of Year Amount: 48267.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 24 - Other Assets
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GENA L SHINGLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08144565528
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BRICKLAYERS LOCAL UNION NO 9 - PA JOINT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATION AND TRAINING FUND
ReturnHeader/Filer/BusinessNameControlTxt0BRIC
ReturnHeader/Filer/EIN0256212198
ReturnHeader/Filer/PhoneNum08144565528
ReturnHeader/Filer/USAddress/AddressLine1Txt02233 EBCO DRIVE
ReturnHeader/Filer/USAddress/CityNm0ERIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd016506
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260001555
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HEBERLEIN & FALK PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02306 PENINSULA DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ERIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd016506
ReturnHeader/PreparerPersonGrp/PhoneNum08148386095
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephen J Falk III CPA
ReturnHeader/ReturnTs02025-11-17T14:21:20-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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