Civic Intelligence

Teamsters Union Local 142 Training and Apprenticeship Trust Fund

990 • Fiscal year 2022 • EIN 35-1976062

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 26, 2023

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

22nd percentile

0.00x

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

2022 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

22nd percentile

0.00x

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

2022 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2022

Net Margin

4th percentile

-30%

Higher net margin than 4% of similar nonprofits.

2022 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

74th percentile

$162,691

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 26.0% of source-year revenue.

2022 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2022

Asset Growth

28th percentile

-5.0%

Faster asset growth than 28% of similar nonprofits.

2022 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

90th percentile

39%

Faster revenue growth than 90% of similar nonprofits.

2022 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$3,591,742

Down $188,682 (-5.0%) from 2021

Net Assets

Down

$3,591,742

Down $188,682 (-5.0%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin4th percentile

Revenue

Up

$625,613

Up $175,665 (+39%) from 2021

Expenses

Up

$814,295

Up $212,084 (+35%) from 2021

Net Income

Down

-$188,682

Down $36,419 (-24%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2022

Assets$3,591,742
Liabilities$0
Net Assets$3,591,742
Open 2022 Filing

Operations Trend

Revenue Growth90th 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

2022

Revenue$625,613
Expenses$814,295
Net Income-$188,682
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 26, 2023
Return Version
2022v5.0
Gross Receipts
$625,613
Mission and Program Overview

Mission

TRAINING FUND

TRAINING TRUST FUND

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,780,424$3,591,742▼ $188,682
Land, Buildings, and Equipment, Net$2,092,698$2,019,016▼ $73,682
Savings and Temporary Cash Investments$1,595,335$1,482,899▼ $112,436
Cash and Non-Interest-Bearing Accounts$92,391$89,827▼ $2,564
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,780,424$3,591,742▼ $188,682
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,780,424$3,591,742▼ $188,682
Total Liabilities and Net Assets / Fund Balance$3,780,424$3,591,742▼ $188,682

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,168,886$831,045$1,999,931
Land$729,991-$729,991
Equipment$115,789$429,796$545,585
Other Land Buildings$4,350$35,199$39,549
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charles GamblinCertified TrainerFT$99,965$62,726$162,691

Board Members and Trustees

NameTitle
David AustgenTrustee
Harvey JacksonTrustee
Jeff CarlsonTrustee
Jeff SwanTrustee
Mike TothTrustee
Jeff GideonTrustee - New
Richard KnippTrustee - Past
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$609,944
Investment Income
$10,090
Other Revenue
$5,579
Change in Net Assets
$-188,682

Audited Revenue Reconciliation

Revenue per Audited Statements
$625,613
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$625,613
Total Revenue per Form 990
$625,613
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$452,835
Other Expenses$361,460
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$178,651
Current Officers, Directors, Trustees, and Key Employees---$162,691
Depreciation Depletion---$113,682
Pension Plan Contributions---$48,751
Insurance---$47,144
Other Employee Benefits---$36,419
Fees for Services Accounting---$28,450
Occupancy---$27,860
Payroll Taxes---$26,323
Office Expenses---$25,547
Fees for Services Legal---$21,681
Conferences and Meetings---$9,393
Travel---$8,863
Information Technology---$7,638
Fees for Services Other---$2,835
Other Expenses---$500
Total Functional Expenses$0$0$0$814,295

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$814,295
Total Expenses per Audited Statements$814,295
Total Expenses per Form 990$814,295
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 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
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 careful 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
Harvey Jackson
Title
Trustee
Phone
2199491550
Signed
2023-10-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Harvey Jackson
Formed
1996
Legal Domicile
In
Voting Board Members
6
Independent Board Members
6
Employees
17
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 Appendix364 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/BooksInCareOfDetail/USAddress/AddressLine1Txt01300 CLARK ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0GARY
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IRS990/BooksInCareOfDetail/USAddress/ZIPCd046404
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE - PAST
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IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE - NEW
IRS990/Form990PartVIISectionAGrp/TitleTxt7CERTIFIED TRAINER
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IRS990/InvestmentInJointVentureInd00
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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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IRS990ScheduleJ/EquityBasedCompArrngmInd00
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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 CAREFUL 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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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TEAMSTERS UNION LOCAL 142 TRAINING
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0AND APPRENTICESHIP TRUST FUND
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ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-26
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ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,591,742
Liabilities
$0
Net assets
$3,591,742
Revenue
$625,613
Expenses
$814,295
Net income
-$188,682
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