Civic Intelligence

Insulators Local 37 Joint Apprenticeship & Training Fund

990 • Fiscal year 2019 • EIN 27-2790409

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 22, 2020

Organization ProfileWWW.LOCAL37.ORG
2360 N Cullen AveEvansville, IN 47715

(812) 477-2341

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

71st percentile

0.01x

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

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

72nd percentile

0.02x

Higher debt load relative to revenue than 72% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Net Margin

11th percentile

-19%

Higher net margin than 11% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Top Officer Pay

93rd percentile

$67,364

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 20.8% of source-year revenue.

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Asset Growth

14th percentile

-14%

Faster asset growth than 14% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

11th percentile

-20%

Faster revenue growth than 11% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$397,173

Down $65,762 (-14%) from 2018

Net Assets

Down

$392,195

Down $61,757 (-14%) from 2018

Liabilities

Down

$4,978

Down $4,005 (-45%) from 2018

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin11th percentile

Revenue

Down

$323,898

Down $82,634 (-20%) from 2018

Expenses

Down

$385,655

Down $92,387 (-19%) from 2018

Net Income

Up

-$61,757

Up $9,753 (+14%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2014: $453,630Liabilities 2014: $17,534Net Assets 2014: $436,0962014Assets 2015: $492,998Liabilities 2015: $33,547Net Assets 2015: $459,4512015Assets 2016: $515,329Liabilities 2016: $16,821Net Assets 2016: $498,5082016Assets 2017: $537,656Liabilities 2017: $12,194Net Assets 2017: $525,4622017Assets 2018: $462,935Liabilities 2018: $8,983Net Assets 2018: $453,9522018Assets 2019: $397,173Liabilities 2019: $4,978Net Assets 2019: $392,1952019Assets 2020: $320,063Liabilities 2020: $5,268Net Assets 2020: $314,7952020Assets 2021: $246,898Liabilities 2021: $549Net Assets 2021: $246,3492021Assets 2022: $282,881Liabilities 2022: $35,832Net Assets 2022: $247,0492022Assets 2023: $162,108Liabilities 2023: $4,544Net Assets 2023: $157,5642023Assets 2024: $192,714Liabilities 2024: $68,024Net Assets 2024: $124,6902024

Highlighted filing

2019

Assets$397,173
Liabilities$4,978
Net Assets$392,195
Open 2019 Filing

Operations Trend

Revenue Growth11th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2014: $357,643Expenses 2014: $327,715Net Income 2014: $29,9282014Revenue 2015: $339,051Expenses 2015: $315,696Net Income 2015: $23,3552015Revenue 2016: $413,824Expenses 2016: $374,767Net Income 2016: $39,0572016Revenue 2017: $401,885Expenses 2017: $374,931Net Income 2017: $26,9542017Revenue 2018: $406,532Expenses 2018: $478,042Net Income 2018: -$71,5102018Revenue 2019: $323,898Expenses 2019: $385,655Net Income 2019: -$61,7572019Revenue 2020: $310,252Expenses 2020: $388,658Net Income 2020: -$78,4062020Revenue 2021: $293,880Expenses 2021: $361,387Net Income 2021: -$67,5072021Revenue 2022: $233,899Expenses 2022: $233,199Net Income 2022: $7002022Revenue 2023: $238,754Expenses 2023: $328,239Net Income 2023: -$89,4852023Revenue 2024: $459,853Expenses 2024: $492,727Net Income 2024: -$32,8742024

Highlighted filing

2019

Revenue$323,898
Expenses$385,655
Net Income-$61,757
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 22, 2020
Return Version
2019v5.1
Gross Receipts
$323,898
Mission and Program Overview

Mission

Providing funding and operation of the apprenticeship and training program for our members and supplying our signatory contractors with a skilled work force.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$448,618$397,173▼ $51,445
Accounts Receivable$14,317$0▼ $14,317
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$462,935$397,173▼ $65,762
Liabilities
Other Liabilities$8,434$4,312▼ $4,122
Accounts Payable and Accrued Expenses$549$666▲ $117
Total Liabilities$8,983$4,978▼ $4,005
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$453,952$392,195▼ $61,757
Total Net Assets Fund Balance$453,952$392,195▼ $61,757
Total Liabilities and Net Assets / Fund Balance$462,935$397,173▼ $65,762

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$2,976$2,976
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rick BledsoDirector/administratorPT$67,364-$67,364
Zachary MillsBoard Member-$1,634$1,463$3,097
Brian GaiserBoard Member-$1,634$1,369$3,003
Demetrius TinsleyBoard Member-$1,377$1,369$2,746

Board Members and Trustees

NameTitle
John BenjeyTrustee
Michael HallinanTrustee
Rick HarrisTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$142,666
Program Service Revenue
$172,940
Investment Income
$353
Other Revenue
$7,939
All Other Contributions
$142,666
Change in Net Assets
$-61,757
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$145,944
Salaries, Compensation, and Employee Benefits$139,640
Grants and Similar Amounts Paid$100,071
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs---$100,071
Current Officers, Directors, Trustees, and Key Employees---$72,009
Other Salaries and Wages---$58,156
Occupancy---$55,587
Fees for Services Management---$10,000
Payroll Taxes---$9,475
Insurance---$8,284
Fees for Services Accounting---$6,728
Office Expenses---$5,034
Travel---$4,232
Fees for Services Legal---$1,999
Conferences and Meetings---$968
Other Expenses---$350
Advertising---$250
Total Functional Expenses$0$0$0$385,655
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ivy Tech Community College-southwestEvansville, IN501(c)(3)Apprenticeship Program$100,071
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
Payroll Liabilities$4,312
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The organization has members.”

Form 990, Part VI, Section A, Line 7A

“Active local 37 members elect 3 of the 6 jac committee members. The jac director is appointed by the local 37 manager.”

Form 990, Part VI, Section A, Line 7B

“Active journeymen/mechanics are eligible to vote on decisions or subjects deemed necessary by the governing body. Including, but not limited to, purchases over $1,000.”

Form 990, Part VI, Section B, Line 11B

“A copy of the form 990 was made available upon request to the organization's governing body for review before it was filed. Rick bledso, director, reviews the 990 in detail before it is filed.”

Form 990, Part VI, Section B, Line 12C

“In connection with any actual or possible conflict of interest, an interested person must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the directors and members of committees with governing board delegated powers considering the proposed transaction or arrangement. The governing body or committee will decide if a conflict exists and determine whether or not the transaction should be entered into or if other alternatives exist. If the governing body or committee has reasonable cause to believe that a member failed to disclose an actual or possible conflict of interest, the member will be informed and given the opportunity to explain their failure to disclose then the governing board or committee will take the appropriate disciplinary and corrective action, if needed.”

Form 990, Part VI, Section B, Line 15

“Compensation for the business manager, organizer, and secretary/office manager was determined by a review of their duties and compensation packages from the surrounding area and ratified by a vote of the local union membership.”

Form 990, Part VI, Section C, Line 19

“The organization makes its documents available upon request.”

Filing and Contact Details

Filer

Filer Name
Insulators Local 37 Joint
EIN
27-2790409
Phone
8124772341
Address
2360 N CULLEN AVE, EVANSVILLE, IN 47715

Signing Officer

Name
Steven Carr
Title
Business Manager
Phone
8124772341
Signed
2020-03-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steven Carr
Formed
2010
Legal Domicile
In
Voting Board Members
6
Independent Board Members
6
Employees
12
Volunteers
0

Preparer

Firm
Harding Shymanski & Co Psc
Address
PO BOX 3677, EVANSVILLE, IN 47735
Preparer
Michael J Vogel
Phone
8124649161
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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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE STATE GIVES FUNDS DIRECTLY TO IVY TECH FOR PARTICIPATION IN THE APPRENTICESHIP PROGRAM. THOSE FUNDS ARE PAID DIRECTLY TO JAC. THE FUNDS ARE THEN PAID BACK TO IVY TECH WHICH IS USED TO PAY THE INSTRUCTORS WHO TEACH THE APPRENTICESHIP CLASSES. THE UNION MEMBERS ATTEND THOSE CLASSES SO JAC KNOWS THAT THE MONEY IS BEING USED FOR ITS DESIRED PURPOSE.
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IRS990ScheduleI/TotalOtherOrgCnt01
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVE LOCAL 37 MEMBERS ELECT 3 OF THE 6 JAC COMMITTEE MEMBERS. THE JAC DIRECTOR IS APPOINTED BY THE LOCAL 37 MANAGER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVE JOURNEYMEN/MECHANICS ARE ELIGIBLE TO VOTE ON DECISIONS OR SUBJECTS DEEMED NECESSARY BY THE GOVERNING BODY. INCLUDING, BUT NOT LIMITED TO, PURCHASES OVER $1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A COPY OF THE FORM 990 WAS MADE AVAILABLE UPON REQUEST TO THE ORGANIZATION'S GOVERNING BODY FOR REVIEW BEFORE IT WAS FILED. RICK BLEDSO, DIRECTOR, REVIEWS THE 990 IN DETAIL BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. THE GOVERNING BODY OR COMMITTEE WILL DECIDE IF A CONFLICT EXISTS AND DETERMINE WHETHER OR NOT THE TRANSACTION SHOULD BE ENTERED INTO OR IF OTHER ALTERNATIVES EXIST. IF THE GOVERNING BODY OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT A MEMBER FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE MEMBER WILL BE INFORMED AND GIVEN THE OPPORTUNITY TO EXPLAIN THEIR FAILURE TO DISCLOSE THEN THE GOVERNING BOARD OR COMMITTEE WILL TAKE THE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION, IF NEEDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPENSATION FOR THE BUSINESS MANAGER, ORGANIZER, AND SECRETARY/OFFICE MANAGER WAS DETERMINED BY A REVIEW OF THEIR DUTIES AND COMPENSATION PACKAGES FROM THE SURROUNDING AREA AND RATIFIED BY A VOTE OF THE LOCAL UNION MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0INTERNATIONAL ASSOCIATION OF HEAT & FROST LOCAL 37
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0350706776
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd047715
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd01
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0NO TRANSACTIONS EXCEED 50000
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt0397173
IRS990/TotalAssetsGrp/BOYAmt0462935
IRS990/TotalAssetsGrp/EOYAmt0397173
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0142666
IRS990/TotalEmployeeCnt012
IRS990/TotalFunctionalExpensesGrp/TotalAmt0385655
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08983
IRS990/TotalLiabilitiesEOYAmt04978
IRS990/TotalLiabilitiesGrp/BOYAmt08983
IRS990/TotalLiabilitiesGrp/EOYAmt04978
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0453952
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0392195
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0172940
IRS990/TotalReportableCompFromOrgAmt072009
IRS990/TotalRevenueGrp/ExclusionAmt08292
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0172940
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0323898
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0462935
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0397173
IRS990/TotReportableCompRltdOrgAmt04201
IRS990/TravelGrp/TotalAmt04232
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02360 N CULLEN AVENUE
IRS990/USAddress/CityNm0EVANSVILLE
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd047715
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.LOCAL37.ORG
IRS990/WhistleblowerPolicyInd00
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BUSINESS MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum08124772341
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INSULATORS LOCAL 37 JOINT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0APPRENTICESHIP & TRAINING FUND
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.233.223.194
ReturnHeader/FilingSecurityInformation/IPDt02020-03-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:19:09
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351346211
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARDING SHYMANSKI & CO PSC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 3677
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EVANSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd047735
ReturnHeader/PreparerPersonGrp/PhoneNum08124649161
ReturnHeader/PreparerPersonGrp/PreparationDt02020-03-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J VOGEL
ReturnHeader/ReturnTs02020-03-31T11:18:34-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$397,173
Liabilities
$4,978
Net assets
$392,195
Revenue
$323,898
Expenses
$385,655
Net income
-$61,757
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.93$0.68$1.25$4.60$4.93$0.33
2023Detailed filing. Detailed filing data is available for this year.$1.62$0.05$1.58$2.39$3.28$0.89
2022Detailed filing. Detailed filing data is available for this year.$2.83$0.36$2.47$2.34$2.33$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.47$0.01$2.46$2.94$3.61$0.68
2020Detailed filing. Detailed filing data is available for this year.$3.20$0.05$3.15$3.10$3.89$0.78
2019Detailed filing. Detailed filing data is available for this year.$3.97$0.05$3.92$3.24$3.86$0.62
2018Detailed filing. Detailed filing data is available for this year.$4.63$0.09$4.54$4.07$4.78$0.72
2017Detailed filing. Detailed filing data is available for this year.$5.38$0.12$5.25$4.02$3.75$0.27
2016Detailed filing. Detailed filing data is available for this year.$5.15$0.17$4.99$4.14$3.75$0.39
2015Detailed filing. Detailed filing data is available for this year.$4.93$0.34$4.59$3.39$3.16$0.23
2014Detailed filing. Detailed filing data is available for this year.$4.54$0.18$4.36$3.58$3.28$0.30