Civic Intelligence

Teamsters Union Local 142 Training and Apprenticeship Trust Fund

990 • Fiscal year 2017 • EIN 35-1976062

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 17, 2018

Organization ProfileN/A
1300 Clark RoadGary, IN 46404

(219) 949-1550

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

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

Liabilities / Revenue

20th percentile

0.00x

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

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

Net Margin

1st percentile

-71%

Higher net margin than 1% of similar nonprofits.

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

Top Officer Pay

61st percentile

$132,271

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 42.7% of source-year revenue.

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

Asset Growth

14th percentile

-4.9%

Faster asset growth than 14% of similar nonprofits.

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

Revenue Growth

32nd percentile

-0.8%

Faster revenue growth than 32% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$4,236,871

Down $219,795 (-4.9%) from 2016

Net Assets

Down

$4,236,871

Down $219,795 (-4.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin1st percentile

Revenue

Down

$309,649

Down $2,474 (-0.8%) from 2016

Expenses

Up

$529,444

Up $37,523 (+7.6%) from 2016

Net Income

Down

-$219,795

Down $39,997 (-22%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,553,891Liabilities 2010: $1,354,330Net Assets 2010: $3,199,5612010Assets 2012: $4,523,135Liabilities 2012: $0Net Assets 2012: $4,523,1352012Assets 2013: $4,947,130Liabilities 2013: $0Net Assets 2013: $4,947,1302013Assets 2014: $4,963,989Liabilities 2014: $5,552Net Assets 2014: $4,958,4372014Assets 2015: $4,642,990Liabilities 2015: $6,526Net Assets 2015: $4,636,4642015Assets 2016: $4,456,666Liabilities 2016: $0Net Assets 2016: $4,456,6662016Assets 2017: $4,236,871Liabilities 2017: $0Net Assets 2017: $4,236,8712017Assets 2018: $4,141,449Liabilities 2018: $0Net Assets 2018: $4,141,4492018Assets 2019: $4,061,842Liabilities 2019: $2,394Net Assets 2019: $4,059,4482019Assets 2020: $3,932,687Liabilities 2020: $0Net Assets 2020: $3,932,6872020Assets 2021: $3,780,424Liabilities 2021: $0Net Assets 2021: $3,780,4242021Assets 2022: $3,591,742Liabilities 2022: $0Net Assets 2022: $3,591,7422022Assets 2023: $3,539,852Liabilities 2023: $0Net Assets 2023: $3,539,8522023Assets 2024: $3,630,908Liabilities 2024: $0Net Assets 2024: $3,630,9082024

Highlighted filing

2017

Assets$4,236,871
Liabilities$0
Net Assets$4,236,871
Open 2017 Filing

Operations Trend

Revenue Growth32nd percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $489,9862010Expenses 2012: $594,3612012Revenue 2013: $1,050,811Expenses 2013: $626,816Net Income 2013: $423,9952013Revenue 2014: $567,721Expenses 2014: $556,414Net Income 2014: $11,3072014Revenue 2015: $323,303Expenses 2015: $645,276Net Income 2015: -$321,9732015Revenue 2016: $312,123Expenses 2016: $491,921Net Income 2016: -$179,7982016Revenue 2017: $309,649Expenses 2017: $529,444Net Income 2017: -$219,7952017Revenue 2018: $441,071Expenses 2018: $536,493Net Income 2018: -$95,4222018Revenue 2019: $493,769Expenses 2019: $575,770Net Income 2019: -$82,0012019Revenue 2020: $443,718Expenses 2020: $570,479Net Income 2020: -$126,7612020Revenue 2021: $449,948Expenses 2021: $602,211Net Income 2021: -$152,2632021Revenue 2022: $625,613Expenses 2022: $814,295Net Income 2022: -$188,6822022Revenue 2023: $750,430Expenses 2023: $802,320Net Income 2023: -$51,8902023Revenue 2024: $916,404Expenses 2024: $825,348Net Income 2024: $91,0562024

Highlighted filing

2017

Revenue$309,649
Expenses$529,444
Net Income-$219,795
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 17, 2018
Return Version
2017v2.2
Gross Receipts
$309,649
Mission and Program Overview

Mission

TRAINING FUND

TRAINING TRUST FUND

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,406,655$2,314,449▼ $92,206
Savings and Temporary Cash Investments$1,960,251$1,822,827▼ $137,424
Cash and Non-Interest-Bearing Accounts$89,760$99,595▲ $9,835
Total Assets$4,456,666$4,236,871▼ $219,795
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$4,456,666$4,236,871▼ $219,795
Total Net Assets Fund Balance$4,456,666$4,236,871▼ $219,795
Total Liabilities and Net Assets / Fund Balance$4,456,666$4,236,871▼ $219,795

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,496,861$498,420$1,995,281
Land$729,991-$729,991
Equipment$87,597$337,690$425,287
Other Land Buildings$0$27,949$27,949
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charles GamblinCertified Trainer - NewFT$83,491$48,780$132,271

Board Members and Trustees

NameTitle
Mitchell SawochkaTraining Director - Past
David AustgenTrustee
Harvey JacksonTrustee
Richard KnippTrustee
Ted BilskiTrustee
Jeff CarlsonTrustee - New
Jeff SwanTrustee - New
Edward SmithTrustee - Past
Gary KebertTrustee - Past
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$301,953
Investment Income
$6,130
Other Revenue
$1,566
Change in Net Assets
$-219,795

Audited Revenue Reconciliation

Revenue per Audited Statements
$309,649
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$309,649
Total Revenue per Form 990
$309,649
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$264,722
Salaries, Compensation, and Employee Benefits$264,722
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$132,271
Depreciation Depletion---$95,483
Other Salaries and Wages---$88,517
Occupancy---$25,125
Insurance---$22,999
Fees for Services Accounting---$22,500
Office Expenses---$20,574
Pension Plan Contributions---$19,845
Fees for Services Legal---$18,669
Payroll Taxes---$12,907
Other Employee Benefits---$11,182
Travel---$5,413
Information Technology---$4,842
Fees for Services Other---$4,633
Conferences and Meetings---$3,961
Other Expenses---$741
Total Functional Expenses$0$0$0$529,444

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$529,444
Total Expenses per Audited Statements$529,444
Total Expenses per Form 990$529,444
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
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
Backup withholding compliance
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
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“There are no committees with the authority to act on behalf of the board of trustees.”

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

“The form 990 is prepared by an independant accounting firm and provided to the fund manager for signature. The fund manager provides the form to the entire board of trustees for their carefull review and approval. Once approved, the form is signed and submitted.”

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

“The trustees and the officer discuss all conflicts of interest as they arise and at their scheduled meetings to monitor and to continue to enforce compliance with the policy.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy and financial statements are available upon request at the fund office.”

Filing and Contact Details

Filer

Filer Name
Teamsters Union Local 142 Training
EIN
35-1976062
Phone
2199491550
Address
1300 CLARK ROAD, GARY, IN 46404

Signing Officer

Name
Richard Knipp
Title
Trustee
Phone
2199491550
Signed
2018-04-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Knipp
Formed
1996
Legal Domicile
In
Voting Board Members
6
Independent Board Members
6
Employees
7
Volunteers
0

Preparer

Firm
Legacy Professionals Llp
Address
222 INDIANAPOLIS BLVD SUITE 103, SCHERERVILLE, IN 46375
Preparer
Eric Wallin
Phone
3123680500
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The fund is required to evaluate its tax positions and disclose the amount of a tax liability if the fund has taken an uncertain position that more likely than not would not be sustained upon examination by tax authorities. The fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix353 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
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IRS990/ActivitiesConductedPrtshpInd00
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IRS990/BackupWthldComplianceInd01
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IRS990/BooksInCareOfDetail/PhoneNum02199491550
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01300 CLARK ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0GARY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd046404
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IRS990/CompensationFromOtherSrcsInd00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE - NEW
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE - NEW
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRAINING DIRECTOR - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt9CERTIFIED TRAINER - NEW
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndoorTanningServicesInd00
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IRS990/InvestmentInJointVentureInd00
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IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
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IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FUND IS REQUIRED TO EVALUATE ITS TAX POSITIONS AND DISCLOSE THE AMOUNT OF A TAX LIABILITY IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalRevenuePerForm990Amt0309649
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0309649
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0529444
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PREPARED BY AN INDEPENDANT ACCOUNTING FIRM AND PROVIDED TO THE FUND MANAGER FOR SIGNATURE. THE FUND MANAGER PROVIDES THE FORM TO THE ENTIRE BOARD OF TRUSTEES FOR THEIR CAREFULL REVIEW AND APPROVAL. ONCE APPROVED, THE FORM IS SIGNED AND SUBMITTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUSTEES AND THE OFFICER DISCUSS ALL CONFLICTS OF INTEREST AS THEY ARISE AND AT THEIR SCHEDULED MEETINGS TO MONITOR AND TO CONTINUE TO ENFORCE COMPLIANCE WITH THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE FUND OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
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 19
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04456666
IRS990/TotalAssetsEOYAmt04236871
IRS990/TotalAssetsGrp/BOYAmt04456666
IRS990/TotalAssetsGrp/EOYAmt04236871
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/TotalAmt0529444
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04456666
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04236871
IRS990/TotalOtherCompensationAmt048780
IRS990/TotalProgramServiceRevenueAmt0301953
IRS990/TotalReportableCompFromOrgAmt083491
IRS990/TotalRevenueGrp/ExclusionAmt07696
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0301953
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0309649
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04456666
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04236871
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt05413
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt04456666
IRS990/UnrestrictedNetAssetsGrp/EOYAmt04236871
IRS990/UponRequestInd0X
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IRS990/USAddress/ZIPCd046404
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02199491550
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TEAMSTERS UNION LOCAL 142 TRAINING
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0AND APPRENTICESHIP TRUST FUND
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ReturnHeader/FilingSecurityInformation/IPDt02018-04-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:22:22
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320043599
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEGACY PROFESSIONALS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0222 INDIANAPOLIS BLVD SUITE 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SCHERERVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC WALLIN
ReturnHeader/ReturnTs02018-04-17T16:23:32-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,236,871
Liabilities
$0
Net assets
$4,236,871
Revenue
$309,649
Expenses
$529,444
Net income
-$219,795
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.63$0.00$3.63$0.92$0.83$0.09
2023Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.75$0.80$0.05
2022Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.63$0.81$0.19
2021Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.45$0.60$0.15
2020Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.44$0.57$0.13
2019Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.49$0.58$0.08
2018Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.44$0.54$0.10
2017Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$0.31$0.53$0.22
2016Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$0.31$0.49$0.18
2015Detailed filing. Detailed filing data is available for this year.$4.64$0.01$4.64$0.32$0.65$0.32
2014Detailed filing. Detailed filing data is available for this year.$4.96$0.01$4.96$0.57$0.56$0.01
2013Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$1.05$0.63$0.42
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.52$0.00$4.52$0.59
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.55$1.35$3.20$0.49