Civic Intelligence

Apprentice Education Trust Local 440

990 • Fiscal year 2020 • EIN 35-1323832

Jan 01, 2020 to Dec 31, 2020 • Filed on May 11, 2021

Organization ProfileN/A
PO Box 20425Indianapolis, IN 46220

(317) 255-4126

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$5,191,821

Up $123,648 (+2.4%) from 2019

Net Assets

Up

$5,191,821

Up $141,881 (+2.8%) from 2019

Liabilities

Down

$0

Down $18,233 (-100%) from 2019

Revenue And Expenses

Revenue

Up

$3,226,980

Up $539,990 (+20%) from 2019

Expenses

Up

$3,085,099

Up $781,991 (+34%) from 2019

Net Income

Down

$141,881

Down $242,001 (-63%) from 2019

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

2020

Assets$5,191,821
Liabilities$0
Net Assets$5,191,821
Open 2020 Filing

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

2020

Revenue$3,226,980
Expenses$3,085,099
Net Income$141,881
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 11, 2021
Return Version
2020v4.1
Gross Receipts
$3,314,401
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$5,049,940$5,191,821▲ $141,881
Investments in Publicly Traded Securities$3,427,609$3,042,478▼ $385,131
Land, Buildings, and Equipment, Net$909,470$1,624,185▲ $714,715
Cash and Non-Interest-Bearing Accounts$385,480$390,600▲ $5,120
Savings and Temporary Cash Investments$345,614$134,558▼ $211,056
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$5,068,173$5,191,821▲ $123,648
Liabilities
Other Liabilities$18,233$0▼ $18,233
Total Liabilities$18,233$0▼ $18,233
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,049,940$5,191,821▲ $141,881
Total Liabilities and Net Assets / Fund Balance$5,068,173$5,191,821▲ $123,648

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$863,307$593,333$1,456,640
Leasehold Improvements$727,347$24,012$751,359
Other Land Buildings$33,531$8,381$41,912
Compensation and Service Providers

Employees

NameTitleBaseTotal
Joe GutzwillerDirector/instructor$8,146$8,146

Board Members and Trustees

NameTitle
Jamie FifeChairman
Chris GreinerDirector
John SexsonDirector
Kris LongDirector
Lawrence TolleyDirector
Mike PeoplesDirector
Nick WebbDirector
Scott PrangeDirector
Don BoughTrustee
John RayburnTrustee
Roch RichardsonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$694,534
Program Service Revenue
$2,447,921
Investment Income
$50,877
Other Revenue
$33,648
Change in Net Assets
$141,881

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,226,980
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,226,980
Total Revenue per Form 990
$3,226,980
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,069,842
Salaries, Compensation, and Employee Benefits$1,015,257
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$407,002$318,390-$725,392
All Other Expenses$247,475$24,097-$271,572
Other Employee Benefits-$224,420-$224,420
Occupancy-$164,299-$164,299
Depreciation Depletion$115,671--$115,671
Other Expenses$97,594--$97,594
Payroll Taxes$32,857$24,442-$57,299
Office Expenses-$41,748-$41,748
Insurance$9,481$17,610-$27,091
Conferences and Meetings$8,115$9,903-$18,018
Fees for Services Other-$16,479-$16,479
Current Officers, Directors, Trustees, and Key Employees$8,146--$8,146
Fees for Service Investment Mgmnt Fees-$4,881-$4,881
Total Functional Expenses$2,238,830$846,269$0$3,085,099

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,085,098
Total Expenses per Audited Statements$3,085,098
Total Expenses per Form 990$3,085,098
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 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
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
2021-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Rayburn
Formed
1974
Legal Domicile
In
Voting Board Members
12
Independent Board Members
11
Employees
59
Volunteers
11

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 451 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/AllOtherExpensesGrp/ManagementAndGeneralAmt024097
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0247475
IRS990/AllOtherExpensesGrp/TotalAmt0271572
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/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0385480
IRS990/CashNonInterestBearingGrp/EOYAmt0390600
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt08146
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt08146
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt09903
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt08115
IRS990/ConferencesMeetingsGrp/TotalAmt018018
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0694534
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt050877
IRS990/CYOtherExpensesAmt02069842
IRS990/CYOtherRevenueAmt033648
IRS990/CYProgramServiceRevenueAmt02447921
IRS990/CYRevenuesLessExpensesAmt0141881
IRS990/CYSalariesCompEmpBnftPaidAmt01015257
IRS990/CYTotalExpensesAmt03085099
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03226980
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0115671
IRS990/DepreciationDepletionGrp/TotalAmt0115671
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/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt059
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02238830
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt016479
IRS990/FeesForServicesOtherGrp/TotalAmt016479
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt04881
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt04881
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/PersonNm0JOE GUTZWILLER
IRS990/Form990PartVIISectionAGrp/PersonNm1ROCH RICHARDSON
IRS990/Form990PartVIISectionAGrp/PersonNm2JAMIE FIFE
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN RAYBURN
IRS990/Form990PartVIISectionAGrp/PersonNm4DON BOUGH
IRS990/Form990PartVIISectionAGrp/PersonNm5LAWRENCE TOLLEY
IRS990/Form990PartVIISectionAGrp/PersonNm6SCOTT PRANGE
IRS990/Form990PartVIISectionAGrp/PersonNm7CHRIS GREINER
IRS990/Form990PartVIISectionAGrp/PersonNm8NICK WEBB
IRS990/Form990PartVIISectionAGrp/PersonNm9MIKE PEOPLES
IRS990/Form990PartVIISectionAGrp/PersonNm10KRIS LONG
IRS990/Form990PartVIISectionAGrp/PersonNm11JOHN SEXSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt08146
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/ReportableCompFromOrgAmt110
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/TitleTxt0DIRECTOR/INSTRUCTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
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/GainOrLossGrp/OtherAmt0-87421
IRS990/GainOrLossGrp/SecuritiesAmt065401
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GovernmentGrantsAmt0694534
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt065401
IRS990/GrossReceiptsAmt03314401
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt017610
IRS990/InsuranceGrp/ProgramServicesAmt09481
IRS990/InsuranceGrp/TotalAmt027091
IRS990/InvestmentIncomeGrp/ExclusionAmt072897
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt072897
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03427609
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03042478
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0625726
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0909470
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01624185
IRS990/LandBldgEquipCostOrOtherBssAmt02249911
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt087421
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
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/NetAssetsOrFundBalancesBOYAmt05049940
IRS990/NetAssetsOrFundBalancesEOYAmt05191821
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-22020
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-22020
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0164299
IRS990/OccupancyGrp/TotalAmt0164299
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt041748
IRS990/OfficeExpensesGrp/TotalAmt041748
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0224420
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0224420
IRS990/OtherExpensesGrp/Desc0IVY TECH STATE COLLEGE
IRS990/OtherExpensesGrp/Desc1INTERNATIONAL TRAINING
IRS990/OtherExpensesGrp/Desc2TRAINING FACILITY
IRS990/OtherExpensesGrp/Desc3WELDING EQUIPMENT
IRS990/OtherExpensesGrp/ProgramServicesAmt0783188
IRS990/OtherExpensesGrp/ProgramServicesAmt1308267
IRS990/OtherExpensesGrp/ProgramServicesAmt2221034
IRS990/OtherExpensesGrp/ProgramServicesAmt397594
IRS990/OtherExpensesGrp/TotalAmt0783188
IRS990/OtherExpensesGrp/TotalAmt1308267
IRS990/OtherExpensesGrp/TotalAmt2221034
IRS990/OtherExpensesGrp/TotalAmt397594
IRS990/OtherLiabilitiesGrp/BOYAmt018233
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt033648
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt033648
IRS990/OtherRevenueTotalAmt033648
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0318390
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0407002
IRS990/OtherSalariesAndWagesGrp/TotalAmt0725392
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt024442
IRS990/PayrollTaxesGrp/ProgramServicesAmt032857
IRS990/PayrollTaxesGrp/TotalAmt057299
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/RelatedOrExemptFuncIncomeAmt02372140
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt175781
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02372140
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt175781
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0596022
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt064524
IRS990/PYOtherExpensesAmt01246821
IRS990/PYOtherRevenueAmt03436
IRS990/PYProgramServiceRevenueAmt02023008
IRS990/PYRevenuesLessExpensesAmt0383882
IRS990/PYSalariesCompEmpBnftPaidAmt01056287
IRS990/PYTotalExpensesAmt02303108
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02686990
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0141881
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02481569
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt05049940
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt05191821
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0345614
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0134558
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt0863307
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0593333
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01456640
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03085098
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0727347
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt024012
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0751359
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt033531
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt08381
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt041912
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03226980
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/TotalBookValueLandBuildingsAmt01624185
IRS990ScheduleD/TotalExpensesPerForm990Amt03085098
IRS990ScheduleD/TotalRevenuePerForm990Amt03226980
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03226980
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03085098
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05068173
IRS990/TotalAssetsEOYAmt05191821
IRS990/TotalAssetsGrp/BOYAmt05068173
IRS990/TotalAssetsGrp/EOYAmt05191821
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0694534
IRS990/TotalEmployeeCnt059
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0846269
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02238830
IRS990/TotalFunctionalExpensesGrp/TotalAmt03085099
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt018233
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt018233
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05049940
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05191821
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02238830
IRS990/TotalProgramServiceRevenueAmt02447921
IRS990/TotalReportableCompFromOrgAmt08146
IRS990/TotalRevenueGrp/ExclusionAmt050877
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02481569
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03226980

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,191,821
Liabilities
$0
Net assets
$5,191,821
Revenue
$3,226,980
Expenses
$3,085,099
Net income
$141,881
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