Civic Intelligence

Apprentice Education Trust Local 440

990 • Fiscal year 2017 • EIN 35-1323832

Jan 01, 2017 to Dec 31, 2017 • Filed on May 04, 2018

PO Box 20425Indianapolis, IN 46220

(317) 255-4126

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

72nd percentile

14%

Higher net margin than 72% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

78th percentile

17%

Faster asset growth than 78% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

63rd percentile

11%

Faster revenue growth than 63% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$2,851,725

Up $422,978 (+17%) from 2016

Net Assets

Up

$2,851,725

Up $422,978 (+17%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$2,705,299

Up $258,610 (+11%) from 2016

Expenses

Up

$2,326,594

Up $120,742 (+5.5%) from 2016

Net Income

Up

$378,705

Up $137,868 (+57%) from 2016

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $1,937,229Liabilities 2010: $0Net Assets 2010: $1,937,2292010Assets 2011: $1,737,614Liabilities 2011: $0Net Assets 2011: $1,737,6142011Assets 2012: $1,714,657Liabilities 2012: $13,075Net Assets 2012: $1,701,5822012Assets 2013: $2,039,492Liabilities 2013: $26,843Net Assets 2013: $2,012,6492013Assets 2014: $2,191,058Liabilities 2014: $1,956Net Assets 2014: $2,189,1022014Assets 2015: $2,162,502Liabilities 2015: $0Net Assets 2015: $2,162,5022015Assets 2016: $2,428,747Liabilities 2016: $0Net Assets 2016: $2,428,7472016Assets 2017: $2,851,725Liabilities 2017: $0Net Assets 2017: $2,851,7252017Assets 2018: $4,541,727Liabilities 2018: $0Net Assets 2018: $4,541,7272018Assets 2019: $5,068,173Liabilities 2019: $18,233Net Assets 2019: $5,049,9402019Assets 2020: $5,191,821Liabilities 2020: $0Net Assets 2020: $5,191,8212020Assets 2021: $6,270,475Liabilities 2021: $0Net Assets 2021: $6,270,4752021Assets 2022: $6,433,930Liabilities 2022: $0Net Assets 2022: $6,433,9302022Assets 2023: $7,473,678Liabilities 2023: $0Net Assets 2023: $7,473,6782023Assets 2024: $10,427,382Liabilities 2024: $0Net Assets 2024: $10,427,3822024

Highlighted filing

2017

Assets$2,851,725
Liabilities$0
Net Assets$2,851,725

Operations Trend

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

$10M$5.0M$0Expenses 2010: $1,640,8172010Expenses 2011: $1,667,6972011Expenses 2012: $1,747,1182012Revenue 2013: $2,212,704Expenses 2013: $1,912,855Net Income 2013: $299,8492013Revenue 2014: $2,133,753Expenses 2014: $1,970,092Net Income 2014: $163,6612014Revenue 2015: $2,061,921Expenses 2015: $2,048,657Net Income 2015: $13,2642015Revenue 2016: $2,446,689Expenses 2016: $2,205,852Net Income 2016: $240,8372016Revenue 2017: $2,705,299Expenses 2017: $2,326,594Net Income 2017: $378,7052017Revenue 2018: $3,971,966Expenses 2018: $2,225,899Net Income 2018: $1,746,0672018Revenue 2019: $2,686,990Expenses 2019: $2,303,108Net Income 2019: $383,8822019Revenue 2020: $3,226,980Expenses 2020: $3,085,099Net Income 2020: $141,8812020Revenue 2021: $3,538,514Expenses 2021: $2,502,486Net Income 2021: $1,036,0282021Revenue 2022: $3,642,169Expenses 2022: $2,964,824Net Income 2022: $677,3452022Revenue 2023: $4,827,307Expenses 2023: $4,089,657Net Income 2023: $737,6502023Revenue 2024: $8,610,383Expenses 2024: $5,726,080Net Income 2024: $2,884,3032024

Highlighted filing

2017

Revenue$2,705,299
Expenses$2,326,594
Net Income$378,705
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 4, 2018
Return Version
2017v2.2
Gross Receipts
$2,705,299
Mission and Program Overview

Mission

Training and educational programs for apprentice and journeymen workers entering the pipefitting, heating, and air conditioning trades.

Training and educational programs for apprentice and journeymen workers

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,428,747$2,851,725▲ $422,978
Cash and Non-Interest-Bearing Accounts$694,159$1,101,271▲ $407,112
Investments in Publicly Traded Securities$893,318$911,955▲ $18,637
Savings and Temporary Cash Investments$453,739$500,233▲ $46,494
Land, Buildings, and Equipment, Net$387,531$338,266▼ $49,265
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,428,747$2,851,725▲ $422,978
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,428,747$2,851,725▲ $422,978
Total Liabilities and Net Assets / Fund Balance$2,428,747$2,851,725▲ $422,978

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$192,135$521,441$713,576
Leasehold Improvements$122,251$151,601$273,852
Other Land Buildings$23,880$23,880$47,760
Compensation and Service Providers

Employees

NameTitleBaseTotal
Lawrence TolleyDirector$2,318$2,318

Board Members and Trustees

NameTitle
Keith BrennanChairman
Chris GreinerDirector
Joe GutzwillerDirector
Kris LongDirector
Nick WebbDirector
Roch RichardsonDirector
Scott PrangeDirector
Todd HendricksonDirector
James JohnsonTrustee
John RayburnTrustee
Jaimie FifeSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$538,848
Program Service Revenue
$2,133,486
Investment Income
$29,599
Other Revenue
$3,366
All Other Contributions
$538,848
Change in Net Assets
$378,705

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,705,299
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$44,273
Total Revenue per Audited Statements
$2,749,572
Total Revenue per Form 990
$2,705,299
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,400,174
Salaries, Compensation, and Employee Benefits$926,420
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$478,999$180,313-$659,312
Occupancy$192,000$87,034-$279,034
Other Employee Benefits-$207,854-$207,854
All Other Expenses$154,563$19,698-$174,261
Depreciation Depletion$98,276--$98,276
Other Expenses$62,169--$62,169
Payroll Taxes$41,023$15,913-$56,936
Conferences and Meetings$26,581$9,980-$36,561
Office Expenses-$30,368-$30,368
Insurance$6,396$13,536-$19,932
Fees for Services Other-$14,507-$14,507
Fees for Service Investment Mgmnt Fees-$7,554-$7,554
Current Officers, Directors, Trustees, and Key Employees-$2,318-$2,318
Total Functional Expenses$1,737,519$589,075$0$2,326,594

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,326,594
Total Expenses per Audited Statements$2,326,594
Total Expenses per Form 990$2,326,594
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

The trust is managed by two trustees, one of whom is employed by mechanical contractors association of indiana, inc. (mcai), an industry trade organization. The other is the business manager for the plumbers and steamfitters local #440 u.a. (local #440). The trust is a separate entity but receives administrative assistance from both mcai and local #440.

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

A complete copy of the form 990 is provided to all board members for their review before the form 990 is filed.

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

The board receives and reviews signed conflict of interest forms annually.

Form 990, Part VI, Section C, Line 18

A complete copy of the form 990 is available to the public upon request.

Form 990, Part VI, Section C, Line 19

The governing documents and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Apprentice Education Trust
EIN
35-1323832
Phone
3172554126
Address
PO BOX 20425, INDIANAPOLIS, IN 46220

Signing Officer

Name
John Rayburn
Title
Trustee
Phone
3172554126
Signed
2018-05-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Rayburn
Formed
1974
Legal Domicile
In
Voting Board Members
12
Independent Board Members
12
Employees
56
Volunteers
12

Preparer

Firm
Sikich Llp
Address
8555 N RIVER RD 300, INDIANAPOLIS, IN 46240
Preparer
Jill M Boyle CPA
Phone
3178424466
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The organization is exempt from federal income taxes under section 501(c)(3) of the u.s. Internal revenue code. Federal and state taxes on unrelated business income, if applicable are provided at the statutory tax rates. The organization has been classified as an organization that is not a private foundation within the meaning of section 509(a).

Raw XML AppendixShowing 400 of 437 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TRAINING AND EDUCATIONAL PROGRAMS FOR APPRENTICE AND JOURNEYMEN WORKERS
IRS990/AllOtherContributionsAmt0538848
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt019698
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0154563
IRS990/AllOtherExpensesGrp/TotalAmt0174261
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0APPRENTICE EDUC TRUST
IRS990/BooksInCareOfDetail/PhoneNum03172554126
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 20425
IRS990/BooksInCareOfDetail/USAddress/CityNm0INDIANAPOLIS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd046220
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0694159
IRS990/CashNonInterestBearingGrp/EOYAmt01101271
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt02318
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt02318
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt09980
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt026581
IRS990/ConferencesMeetingsGrp/TotalAmt036561
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0538848
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt029599
IRS990/CYOtherExpensesAmt01400174
IRS990/CYOtherRevenueAmt03366
IRS990/CYProgramServiceRevenueAmt02133486
IRS990/CYRevenuesLessExpensesAmt0378705
IRS990/CYSalariesCompEmpBnftPaidAmt0926420
IRS990/CYTotalExpensesAmt02326594
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02705299
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ProgramServicesAmt098276
IRS990/DepreciationDepletionGrp/TotalAmt098276
IRS990/Desc0TRAINING AND EDUCATIONAL PROGRAMS FOR APPRENTICE AND JOURNEYMEN WORKERS ENTERING THE PIPEFITTING, HEATING, AND AIR CONDITIONING TRADES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt056
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01737519
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt014507
IRS990/FeesForServicesOtherGrp/TotalAmt014507
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt07554
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt07554
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0KEITH BRENNAN
IRS990/Form990PartVIISectionAGrp/PersonNm1JAIMIE FIFE
IRS990/Form990PartVIISectionAGrp/PersonNm2JAMES JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN RAYBURN
IRS990/Form990PartVIISectionAGrp/PersonNm4ROCH RICHARDSON
IRS990/Form990PartVIISectionAGrp/PersonNm5SCOTT PRANGE
IRS990/Form990PartVIISectionAGrp/PersonNm6CHRIS GREINER
IRS990/Form990PartVIISectionAGrp/PersonNm7NICK WEBB
IRS990/Form990PartVIISectionAGrp/PersonNm8TODD HENDRICKSON
IRS990/Form990PartVIISectionAGrp/PersonNm9KRIS LONG
IRS990/Form990PartVIISectionAGrp/PersonNm10JOE GUTZWILLER
IRS990/Form990PartVIISectionAGrp/PersonNm11LAWRENCE TOLLEY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt112318
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02705299
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt013536
IRS990/InsuranceGrp/ProgramServicesAmt06396
IRS990/InsuranceGrp/TotalAmt019932
IRS990/InvestmentIncomeGrp/ExclusionAmt029599
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt029599
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0893318
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0911955
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0696922
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0387531
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0338266
IRS990/LandBldgEquipCostOrOtherBssAmt01035188
IRS990/LegalDomicileStateCd0IN
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TRAINING AND EDUCATIONAL PROGRAMS FOR APPRENTICE AND JOURNEYMEN WORKERS ENTERING THE PIPEFITTING, HEATING, AND AIR CONDITIONING TRADES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02428747
IRS990/NetAssetsOrFundBalancesEOYAmt02851725
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt044273
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt087034
IRS990/OccupancyGrp/ProgramServicesAmt0192000
IRS990/OccupancyGrp/TotalAmt0279034
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt030368
IRS990/OfficeExpensesGrp/TotalAmt030368
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0207854
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0207854
IRS990/OtherExpensesGrp/Desc0IVY TECH STATE COLLEGE
IRS990/OtherExpensesGrp/Desc1INTERNATIONAL TRAINING
IRS990/OtherExpensesGrp/Desc2APPRENTICE BOOKS
IRS990/OtherExpensesGrp/Desc3WELDING EQUIPMENT
IRS990/OtherExpensesGrp/ProgramServicesAmt0364344
IRS990/OtherExpensesGrp/ProgramServicesAmt1243248
IRS990/OtherExpensesGrp/ProgramServicesAmt269920
IRS990/OtherExpensesGrp/ProgramServicesAmt362169
IRS990/OtherExpensesGrp/TotalAmt0364344
IRS990/OtherExpensesGrp/TotalAmt1243248
IRS990/OtherExpensesGrp/TotalAmt269920
IRS990/OtherExpensesGrp/TotalAmt362169
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03366
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03366
IRS990/OtherRevenueTotalAmt03366
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0180313
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0478999
IRS990/OtherSalariesAndWagesGrp/TotalAmt0659312
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt015913
IRS990/PayrollTaxesGrp/ProgramServicesAmt041023
IRS990/PayrollTaxesGrp/TotalAmt056936
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JOHN RAYBURN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611430
IRS990/ProgramServiceRevenueGrp/BusinessCd1611430
IRS990/ProgramServiceRevenueGrp/Desc0MEMBER INDUSTRY CONTRI
IRS990/ProgramServiceRevenueGrp/Desc1PROGRAM FEES AND BOOK
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02066577
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt166909
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02066577
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt166909
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0513685
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt028380
IRS990/PYOtherExpensesAmt01289726
IRS990/PYOtherRevenueAmt06416
IRS990/PYProgramServiceRevenueAmt01898208
IRS990/PYRevenuesLessExpensesAmt0240837
IRS990/PYSalariesCompEmpBnftPaidAmt0916126
IRS990/PYTotalExpensesAmt02205852
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02446689
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0378705
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02136852
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02428747
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02851725
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0453739
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0500233
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt0192135
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0521441
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0713576
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02326594
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0122251
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0151601
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0273852
IRS990ScheduleD/NetUnrealizedGainsInvstAmt044273
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt023880
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt023880
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt047760
IRS990ScheduleD/RevenueNotReportedAmt044273
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02705299
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE. FEDERAL AND STATE TAXES ON UNRELATED BUSINESS INCOME, IF APPLICABLE ARE PROVIDED AT THE STATUTORY TAX RATES. THE ORGANIZATION HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A).
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0338266
IRS990ScheduleD/TotalExpensesPerForm990Amt02326594
IRS990ScheduleD/TotalRevenuePerForm990Amt02705299
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02749572
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02326594
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0PUBLISHED IN LOCAL NEWSPAPER DURING PERIOD OF ACCEPTING APPLICATION FOR ENROLLMENT.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST IS MANAGED BY TWO TRUSTEES, ONE OF WHOM IS EMPLOYED BY MECHANICAL CONTRACTORS ASSOCIATION OF INDIANA, INC. (MCAI), AN INDUSTRY TRADE ORGANIZATION. THE OTHER IS THE BUSINESS MANAGER FOR THE PLUMBERS AND STEAMFITTERS LOCAL #440 U.A. (LOCAL #440). THE TRUST IS A SEPARATE ENTITY BUT RECEIVES ADMINISTRATIVE ASSISTANCE FROM BOTH MCAI AND LOCAL #440.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COMPLETE COPY OF THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS FOR THEIR REVIEW BEFORE THE FORM 990 IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD RECEIVES AND REVIEWS SIGNED CONFLICT OF INTEREST FORMS ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A COMPLETE COPY OF THE FORM 990 IS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02428747
IRS990/TotalAssetsEOYAmt02851725
IRS990/TotalAssetsGrp/BOYAmt02428747
IRS990/TotalAssetsGrp/EOYAmt02851725
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0538848
IRS990/TotalEmployeeCnt056
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0589075
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01737519
IRS990/TotalFunctionalExpensesGrp/TotalAmt02326594
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02428747
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02851725
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01737519
IRS990/TotalProgramServiceRevenueAmt02133486
IRS990/TotalReportableCompFromOrgAmt02318
IRS990/TotalRevenueGrp/ExclusionAmt029599
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02136852
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02705299
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02428747
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02851725
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 20425
IRS990/USAddress/CityNm0INDIANAPOLIS
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd046220
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0N/A

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$8.61$5.73$2.88
2023Detailed filing. Detailed filing data is available for this year.$7.47$0.00$7.47$4.83$4.09$0.74
2022Detailed filing. Detailed filing data is available for this year.$6.43$0.00$6.43$3.64$2.96$0.68
2021Detailed filing. Detailed filing data is available for this year.$6.27$0.00$6.27$3.54$2.50$1.04
2020Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$3.23$3.09$0.14
2019Detailed filing. Detailed filing data is available for this year.$5.07$0.02$5.05$2.69$2.30$0.38
2018Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$3.97$2.23$1.75
2017Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$2.71$2.33$0.38
2016Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$2.45$2.21$0.24
2015Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$2.06$2.05$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$2.13$1.97$0.16
2013Detailed filing. Detailed filing data is available for this year.$2.04$0.03$2.01$2.21$1.91$0.30
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.71$0.01$1.70$1.75
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.74$0.00$1.74$1.67
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.94$0.00$1.94$1.64