Civic Intelligence

Plumbers & Pipefitters Joint Apprenticeship Training Committee

990 • Fiscal year 2018 • EIN 35-1155749

Jul 01, 2017 to Jun 30, 2018 • Filed on Sep 27, 2018

4172 Ralph Jones CtSouth Bend, IN 46628

(574) 273-0500

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

Higher debt load relative to assets than 36% of similar nonprofits.

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

Liabilities / Revenue

34th percentile

0.00x

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

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

Net Margin

51st percentile

5.6%

Higher net margin than 51% of similar nonprofits.

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

Top Officer Pay

38th percentile

$77,528

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 8.3% of source-year revenue.

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

Asset Growth

54th percentile

4.9%

Faster asset growth than 54% of similar nonprofits.

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

Revenue Growth

13th percentile

-9.0%

Faster revenue growth than 13% of similar nonprofits.

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

Assets

Up

$1,166,572

Up $53,994 (+4.9%) from 2017

Net Assets

Up

$1,163,645

Up $52,767 (+4.8%) from 2017

Liabilities

Up

$2,927

Up $1,227 (+72%) from 2017

Revenue

Down

$935,857

Down $92,889 (-9.0%) from 2017

Expenses

Up

$883,089

Up $26,250 (+3.1%) from 2017

Net Income

Down

$52,768

Down $119,139 (-69%) from 2017

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $773,996Liabilities 2011: $3,876Net Assets 2011: $770,1202011Assets 2012: $865,639Liabilities 2012: $3,155Net Assets 2012: $862,4842012Assets 2013: $852,468Liabilities 2013: $2,746Net Assets 2013: $849,7222013Assets 2014: $890,426Liabilities 2014: $3,235Net Assets 2014: $887,1912014Assets 2015: $843,296Liabilities 2015: $5,106Net Assets 2015: $838,1902015Assets 2016: $944,721Liabilities 2016: $5,750Net Assets 2016: $938,9712016Assets 2017: $1,112,578Liabilities 2017: $1,700Net Assets 2017: $1,110,8782017Assets 2018: $1,166,572Liabilities 2018: $2,927Net Assets 2018: $1,163,6452018Assets 2019: $1,181,670Liabilities 2019: $1,001Net Assets 2019: $1,180,6692019Assets 2020: $1,398,921Liabilities 2020: $554Net Assets 2020: $1,398,3672020Assets 2021: $1,601,527Liabilities 2021: $1,778Net Assets 2021: $1,599,7492021Assets 2022: $1,746,679Liabilities 2022: $1,737Net Assets 2022: $1,744,9422022Assets 2023: $1,786,462Liabilities 2023: $1,496Net Assets 2023: $1,784,9662023Assets 2024: $1,750,507Liabilities 2024: $40Net Assets 2024: $1,750,4672024Assets 2025: $1,666,737Liabilities 2025: $1,643Net Assets 2025: $1,665,0942025

Highlighted filing

2018

Assets$1,166,572
Liabilities$2,927
Net Assets$1,163,645

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $390,0152011Expenses 2012: $450,0272012Expenses 2013: $591,9132013Revenue 2014: $662,329Expenses 2014: $624,860Net Income 2014: $37,4692014Revenue 2015: $489,315Expenses 2015: $538,517Net Income 2015: -$49,2022015Revenue 2016: $767,082Expenses 2016: $667,388Net Income 2016: $99,6942016Revenue 2017: $1,028,746Expenses 2017: $856,839Net Income 2017: $171,9072017Revenue 2018: $935,857Expenses 2018: $883,089Net Income 2018: $52,7682018Revenue 2019: $1,121,232Expenses 2019: $1,115,361Net Income 2019: $5,8712019Revenue 2020: $934,556Expenses 2020: $716,179Net Income 2020: $218,3772020Revenue 2021: $935,929Expenses 2021: $733,371Net Income 2021: $202,5582021Revenue 2022: $1,016,054Expenses 2022: $869,894Net Income 2022: $146,1602022Revenue 2023: $1,028,139Expenses 2023: $988,115Net Income 2023: $40,0242023Revenue 2024: $958,789Expenses 2024: $993,291Net Income 2024: -$34,5022024Revenue 2025: $1,138,704Expenses 2025: $1,224,077Net Income 2025: -$85,3732025

Highlighted filing

2018

Revenue$935,857
Expenses$883,089
Net Income$52,768
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Sep 27, 2018
Return Version
2017v2.2
Gross Receipts
$935,857
Mission and Program Overview

Mission

Apprentice Training Plumbing

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$436,989$425,787▼ $11,202
Savings and Temporary Cash Investments$249,535$345,300▲ $95,765
Investments in Publicly Traded Securities$247,729$251,431▲ $3,702
Cash and Non-Interest-Bearing Accounts$78,325$44,054▼ $34,271
Total Assets$1,112,578$1,166,572▲ $53,994
Other Assets Total$100,000$100,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$1,700$2,927▲ $1,227
Total Liabilities$1,700$2,927▲ $1,227
Net Assets / Fund Balance
Unrestricted Net Assets$1,110,518$1,163,285▲ $52,767
Temporarily Rstr Net Assets$360$360→ $0
Total Net Assets Fund Balance$1,110,878$1,163,645▲ $52,767
Total Liabilities and Net Assets / Fund Balance$1,112,578$1,166,572▲ $53,994

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$366,858$53,338$420,196
Equipment$23,440$191,983$215,423
Leasehold Improvements$25,053$82,973$108,026
Other Land Buildings$10,436$49,509$59,945
Other Assets Org$100,000--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Broc BuczolichAppre CoordinatorFT$77,528$77,528
Richard WhitemanTrustee-$4,003$4,003
Joe CastroTrustee-$2,362$2,362
Jeffrey JagneckiTrustee-$984$984

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$695,604
Program Service Revenue
$235,901
Investment Income
$4,352
Other Revenue
$0
All Other Contributions
$74,520
Change in Net Assets
$52,768
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$514,061
Salaries, Compensation, and Employee Benefits$369,028
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$342,290--$342,290
Other Salaries and Wages$169,324--$169,324
Occupancy$107,504--$107,504
Current Officers, Directors, Trustees, and Key Employees$84,877$0$0$84,877
Pension Plan Contributions$53,482--$53,482
Other Employee Benefits$38,454--$38,454
Payroll Taxes$22,891--$22,891
Depreciation Depletion$18,103--$18,103
Travel$12,178--$12,178
Conferences and Meetings$8,604--$8,604
Insurance$8,402--$8,402
Office Expenses$7,549--$7,549
Fees for Services Accounting$3,870--$3,870
Fees for Services Legal$3,590--$3,590
Information Technology$1,812--$1,812
Fees for Services Other$159--$159
Total Functional Expenses$883,089$0$0$883,089
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
Yes
Audit committee
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
Plumbers & Pipefitters Joint Apprenticeship Training Committee
EIN
35-1155749
Phone
5742730500
Address
4172 Ralph Jones Ct, South Bend, IN 46628

Signing Officer

Name
Broc Buczolich
Title
Apprentice Coordinator
Phone
5742730500
Signed
2018-09-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Broc Buczolich
Formed
1941
Legal Domicile
In
Voting Board Members
8
Independent Board Members
0
Employees
41
Volunteers
0

Preparer

Firm
Karen M Lesher CPA PC
Address
24711 West Maple Way, South Bend, IN 46628
Preparer
Karen M Lesher
Phone
5742774242
Supplemental Narrative

Additional Explanations

Pt VI, Line 7A

Business manager of Loc 172 appoints trustees - labor side. Exec Board os St JO valley PHCC apponts management

Pt VI, Line 7A

Trustees

Pt VI, Line 11B

upon request - business manager reviews

Form 990, Part IX, Line 24E

Outside contract Ivy Tech 169100. 169100.

Form 990, Part IX, Line 24E

Apprenticeship Training 118722. 118722.

Form 990, Part IX, Line 24E

School Expense 3383. 3383.

Form 990, Part IX, Line 24E

Books, Manuals 33232. 33232.

Form 990, Part IX, Line 24E

Miscellaneous 2925. 2925.

Form 990, Part IX, Line 24E

Reimbursement Expense 170. 170.

Form 990, Part IX, Line 24E

Awards, Contests 4976. 4976.

Form 990, Part IX, Line 24E

Journeymen Training Exp 5642. 5642.

Form 990, Part IX, Line 24E

Program expense 655. 655.

Form 990, Part IX, Line 24E

Dues, Subs, License 3485. 3485.

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IRS990ScheduleD/EquipmentGrp/DepreciationAmt0191983
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0215423
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt025053
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt082973
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0108026
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0100000
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Investment Land Trust
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt010436
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt049509
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt059945
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0425787
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0100000
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0NEWSPAPERS NON DISCRIMINATORY POLICIES ARE PUBLICIZED IN NEWSPAPERS
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Line 3
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Business manager of Loc 172 appoints trustees - labor side. Exec Board os St JO valley PHCC apponts management
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Trustees
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2upon request - business manager reviews
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Outside contract Ivy Tech 169100. 169100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Apprenticeship Training 118722. 118722.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5School Expense 3383. 3383.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Books, Manuals 33232. 33232.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Miscellaneous 2925. 2925.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Reimbursement Expense 170. 170.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Awards, Contests 4976. 4976.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Journeymen Training Exp 5642. 5642.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Program expense 655. 655.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Dues, Subs, License 3485. 3485.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0360
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0360
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01112578
IRS990/TotalAssetsEOYAmt01166572
IRS990/TotalAssetsGrp/BOYAmt01112578
IRS990/TotalAssetsGrp/EOYAmt01166572
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0695604
IRS990/TotalEmployeeCnt041
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0883089
IRS990/TotalFunctionalExpensesGrp/TotalAmt0883089
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01700
IRS990/TotalLiabilitiesEOYAmt02927
IRS990/TotalLiabilitiesGrp/BOYAmt01700
IRS990/TotalLiabilitiesGrp/EOYAmt02927
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01110878
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01163645
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt0235901
IRS990/TotalProgramServiceRevenueAmt0235901
IRS990/TotalReportableCompFromOrgAmt084877
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0240253
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0935857
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01112578
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01166572
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ProgramServicesAmt012178
IRS990/TravelGrp/TotalAmt012178
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01110518
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01163285
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04172 Ralph Jones
IRS990/USAddress/CityNm0South Bend
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd046628
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BROC BUCZOLICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0APPRENTICE COORDINATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05742730500
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Plumbers & Pipefitters Joint Apprenticeship Training Committee
ReturnHeader/Filer/BusinessNameControlTxt0PLUM
ReturnHeader/Filer/EIN0351155749
ReturnHeader/Filer/PhoneNum05742730500
ReturnHeader/Filer/USAddress/AddressLine1Txt04172 Ralph Jones Ct
ReturnHeader/Filer/USAddress/CityNm0South Bend
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046628
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A052202CCF19CC59CB7C27E51F790F081EF57C3B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A052202CCF19CC59CB7C27E51F790F081EF57C3B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.220.255.148
ReturnHeader/FilingSecurityInformation/IPDt02018-09-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm011:50:20
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Karen M Lesher CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt024711 West Maple Way
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0South Bend
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$1.14$1.22$0.09
2024Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.96$0.99$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.78$1.03$0.99$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.74$1.02$0.87$0.15
2021Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.94$0.73$0.20
2020Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.93$0.72$0.22
2019Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$1.12$1.12$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.16$0.94$0.88$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$1.03$0.86$0.17
2016Detailed filing. Detailed filing data is available for this year.$0.94$0.01$0.94$0.77$0.67$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.84$0.01$0.84$0.49$0.54$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.66$0.62$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.00$0.85$0.59
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.00$0.86$0.45
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.00$0.77$0.39