Civic Intelligence

Apprenticeship & Journeyman Training Fund Trust

990EZ • Fiscal year 2014 • EIN 35-1696564

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 06, 2015

Organization ProfileN/A
c/o Local 23 1345 Northside BlvdSouth Bend, IN 46615-3984

(574) 288-6506

Siviq Scores

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

Liabilities / Assets

69th percentile

0.01x

Higher debt load relative to assets than 69% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

78th percentile

0.03x

Higher debt load relative to revenue than 78% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Net Margin

74th percentile

13%

Higher net margin than 74% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Asset Growth

65th percentile

7.8%

Faster asset growth than 65% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Annualized from 2011 to 2014

Revenue Growth

86th percentile

20%

Faster revenue growth than 86% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Annualized from 2011 to 2014

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$373,549

Up $75,204 (+25%) from 2011

Net Assets

Up

$369,162

Up $74,944 (+25%) from 2011

Liabilities

Up

$4,387

Up $260 (+6.3%) from 2011

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin74th percentile

Revenue

Up

$150,928

Up $63,623 (+73%) from 2011

Expenses

Up

$131,701

Up $46,943 (+55%) from 2011

Net Income

Up

$19,227

Up $16,680 (+655%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$800K$600K$400K$200K$0-$200KAssets 2011: $298,345Liabilities 2011: $4,127Net Assets 2011: $294,2182011Assets 2014: $373,549Liabilities 2014: $4,387Net Assets 2014: $369,1622014Assets 2015: $399,552Liabilities 2015: $4,289Net Assets 2015: $395,2632015Assets 2016: $443,924Liabilities 2016: $4,004Net Assets 2016: $439,9202016Assets 2017: $508,007Liabilities 2017: $187Net Assets 2017: $507,8202017Assets 2018: $534,980Liabilities 2018: -$342Net Assets 2018: $535,3222018Assets 2020: $550,574Liabilities 2020: $6,695Net Assets 2020: $543,8792020Assets 2021: $623,130Liabilities 2021: $7,270Net Assets 2021: $615,8602021Assets 2022: $650,756Liabilities 2022: $7,711Net Assets 2022: $643,0452022Assets 2024: $722,219Liabilities 2024: $6,696Net Assets 2024: $715,5232024

Highlighted filing

2014

Assets$373,549
Liabilities$4,387
Net Assets$369,162
Open 2014 Filing

Operations Trend

Revenue Growth86th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $87,305Expenses 2011: $84,758Net Income 2011: $2,5472011Revenue 2014: $150,928Expenses 2014: $131,701Net Income 2014: $19,2272014Revenue 2015: $187,386Expenses 2015: $161,285Net Income 2015: $26,1012015Revenue 2016: $233,553Expenses 2016: $188,896Net Income 2016: $44,6572016Revenue 2017: $200,294Expenses 2017: $132,394Net Income 2017: $67,9002017Revenue 2018: $202,407Expenses 2018: $174,905Net Income 2018: $27,5022018Revenue 2020: $159,216Expenses 2020: $200,319Net Income 2020: -$41,1032020Revenue 2021: $236,475Expenses 2021: $164,494Net Income 2021: $71,9812021Revenue 2022: $227,997Expenses 2022: $200,812Net Income 2022: $27,1852022Revenue 2024: $250,348Expenses 2024: $212,000Net Income 2024: $38,3482024

Highlighted filing

2014

Revenue$150,928
Expenses$131,701
Net Income$19,227
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 6, 2015
Return Version
2014v5.0
Gross Receipts
$150,928
Mission and Program Overview

Mission

Educational and Training The Organization provides financial assistance that supports an educational center with skilled instructors for 30 - 40 apprentice and 80 - 90 journeyman

Educational and Training

Program Services

DescriptionGrantsExpenses
The Organization provides financial assistance that supports an educational center with skilled instructors for 30 - 40 apprentice roofers to improve and develope their skills in the roofing trade.-$150,899
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVE WOODSChairman-$0--
MATT GINTERTreasurer-$0--
CHARLES WADDELLSecretary-$0--
FLOYD POORTrustee-$0--
DENNIS RACHTrustee-$0--
RICK FOGLETrustee-$0--
ROBERT DAVISTrustee-$0--
STEVE PERKINSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Apprenticeship & Journeyman Training Fund Trust
EIN
35-1696564
Phone
5742886506
Address
c/o Local 23 1345 Northside Blvd, South Bend, IN 46615-3984

Signing Officer

Name
Charles M Waddell
Title
Secretary
Phone
5742886506
Signed
2015-07-06
Discuss with paid preparer
Yes

Preparer

Firm
Larry J Parks CPA and Associates LLC
Address
PO Box 155, Mishawaka, IN 46546-0155
Preparer
Larry J Parks CPA Cgma
Phone
5743398708
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Training conferences 3145. Training program, materials and supplies 22262. Insurance expense - property, liability & wc 3920. Payroll tax expense 5982.”

Form 990EZ, Part II, Line 26

“Payroll withholding tax liabilities 3686. 4387.”

Raw XML Appendix130 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt022668
IRS990EZ/BooksInCareOfDetail/PersonNm0CHARLES M WADDELL
IRS990EZ/BooksInCareOfDetail/PhoneNum05742886506
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0c/o Local 23 1345 Northside Blvd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0South Bend
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0466153984
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0101505
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0121433
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt019227
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01455
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0353621
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0373549
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0150928
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt029
IRS990EZ/LandAndBuildingsGrp/BOYAmt0252116
IRS990EZ/LandAndBuildingsGrp/EOYAmt0252116
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0349935
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0369162
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0349935
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0369162
IRS990EZ/OccupancyRentUtltsAndMaintAmt013478
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEVE WOODS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MATT GINTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHARLES WADDELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3FLOYD POOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DENNIS RACH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RICK FOGLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ROBERT DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7STEVE PERKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt035309
IRS990EZ/PrimaryExemptPurposeTxt0Educational and Training
IRS990EZ/PrintingPublicationsPostageAmt0756
IRS990EZ/ProgramServiceRevenueAmt0150899
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Organization provides financial assistance that supports an educational center with skilled instructors for 30 - 40 apprentice roofers to improve and develope their skills in the roofing trade.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0150899
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt058035
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03686
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04387
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0131701
IRS990EZ/TotalProgramServiceExpensesAmt0150899
IRS990EZ/TotalRevenueAmt0150928
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRAINING CONFERENCES 3145. TRAINING PROGRAM, MATERIALS AND SUPPLIES 22262. INSURANCE EXPENSE - PROPERTY, LIABILITY & WC 3920. PAYROLL TAX EXPENSE 5982.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PAYROLL WITHHOLDING TAX LIABILITIES 3686. 4387.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES M WADDELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum05742886506
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Apprenticeship & Journeyman Training Fund Trust
ReturnHeader/Filer/BusinessNameControlTxt0APPR
ReturnHeader/Filer/EIN0351696564
ReturnHeader/Filer/PhoneNum05742886506
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o Local 23 1345 Northside Blvd
ReturnHeader/Filer/USAddress/CityNm0South Bend
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd0466153984
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Larry J Parks CPA and Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 155
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Mishawaka
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0465460155
ReturnHeader/PreparerPersonGrp/PhoneNum05743398708
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LARRY J PARKS CPA CGMA
ReturnHeader/ReturnTs02015-08-02T17:02:12-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$373,549
Liabilities
$4,387
Net assets
$369,162
Revenue
$150,928
Expenses
$131,701
Net income
$19,227
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.22$0.07$7.16$2.50$2.12$0.38
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.51$0.08$6.43$2.28$2.01$0.27
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.23$0.07$6.16$2.36$1.64$0.72
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.51$0.07$5.44$1.59$2.00$0.41
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.35$0.00$5.35$2.02$1.75$0.28
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.08$0.00$5.08$2.00$1.32$0.68
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.44$0.04$4.40$2.34$1.89$0.45
2015Detailed filing. Detailed filing data is available for this year.$4.00$0.04$3.95$1.87$1.61$0.26
2014Detailed filing. Detailed filing data is available for this year.$3.74$0.04$3.69$1.51$1.32$0.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.98$0.04$2.94$0.87$0.85$0.03