Civic Intelligence

Plumbers & Steamfitters Educational Trust

990 • Fiscal year 2019 • EIN 35-6042596

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 27, 2020

Organization Profile

View Organization Page

8707 East Milner AvenueTerre Haute, IN 47803

(812) 877-1531

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

Higher debt load relative to assets than 37% of similar nonprofits.

2019 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

Higher debt load relative to revenue than 38% of similar nonprofits.

2019 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2019

Net Margin

5th percentile

-21%

Higher net margin than 5% of similar nonprofits.

2019 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

17th percentile

$0

Higher top officer pay than 17% of similar nonprofits.

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

2019 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2019

Asset Growth

7th percentile

-11%

Faster asset growth than 7% of similar nonprofits.

2019 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

46th percentile

2.0%

Faster revenue growth than 46% of similar nonprofits.

2019 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$2,426,720

Down $307,979 (-11%) from 2018

Net Assets

Down

$2,420,198

Down $308,511 (-11%) from 2018

Liabilities

Up

$6,522

Up $532 (+8.9%) from 2018

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin5th percentile

Revenue

Up

$1,438,500

Up $27,703 (+2.0%) from 2018

Expenses

Down

$1,747,011

Down $39,976 (-2.2%) from 2018

Net Income

Up

-$308,511

Up $67,679 (+18%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$3.0M$2.0M$1.0M$0Assets 2018: $2,734,699Liabilities 2018: $5,990Net Assets 2018: $2,728,7092018Assets 2019: $2,426,720Liabilities 2019: $6,522Net Assets 2019: $2,420,1982019Assets 2020: $2,409,404Liabilities 2020: $2,461Net Assets 2020: $2,406,9432020Assets 2021: $2,549,979Liabilities 2021: $1,650Net Assets 2021: $2,548,3292021Assets 2022: $2,511,461Liabilities 2022: $1,390Net Assets 2022: $2,510,0712022Assets 2023: $2,298,109Liabilities 2023: $6,332Net Assets 2023: $2,291,7772023Assets 2024: $2,386,426Liabilities 2024: $12,143Net Assets 2024: $2,374,2832024

Highlighted filing

2019

Assets$2,426,720
Liabilities$6,522
Net Assets$2,420,198
Open 2019 Filing

Operations Trend

Revenue Growth46th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2018: $1,410,797Expenses 2018: $1,786,987Net Income 2018: -$376,1902018Revenue 2019: $1,438,500Expenses 2019: $1,747,011Net Income 2019: -$308,5112019Revenue 2020: $1,460,535Expenses 2020: $1,472,073Net Income 2020: -$11,5382020Revenue 2021: $1,677,087Expenses 2021: $1,535,701Net Income 2021: $141,3862021Revenue 2022: $1,864,868Expenses 2022: $1,903,126Net Income 2022: -$38,2582022Revenue 2023: $2,158,804Expenses 2023: $2,377,098Net Income 2023: -$218,2942023Revenue 2024: $3,287,504Expenses 2024: $3,204,998Net Income 2024: $82,5062024

Highlighted filing

2019

Revenue$1,438,500
Expenses$1,747,011
Net Income-$308,511
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 27, 2020
Return Version
2019v5.1
Gross Receipts
$1,633,983
Mission and Program Overview

Mission

Apprenticeship Program. Operation of apprenticeship program for members of Plumbers & Steamfitters Local Union NO 157

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,367,133$1,211,649▼ $155,484
Land, Buildings, and Equipment, Net$1,086,898$1,019,006▼ $67,892
Cash and Non-Interest-Bearing Accounts$280,668$196,065▼ $84,603
Total Assets$2,734,699$2,426,720▼ $307,979
Liabilities
Other Liabilities$5,990$6,522▲ $532
Total Liabilities$5,990$6,522▲ $532
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,728,709$2,420,198▼ $308,511
Total Net Assets Fund Balance$2,728,709$2,420,198▼ $308,511
Total Liabilities and Net Assets / Fund Balance$2,734,699$2,426,720▼ $307,979

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$613,397$1,115,398-
Other Land Buildings$35,388$86,915-
Land$42,012--
Equipment$34,136$1,016,522-
Leasehold Improvements$294,073$42,643-
Other Securities$55,819--
Compensation and Service Providers
Top Officer Pay17th percentile

Board Members and Trustees

NameTitle
Mark UngerPresident
Anthony BurnettTrustee
Paul AttersonTrustee
Tim HetzlerTrustee
Wilbur CrouchTrustee
Mark SwanerSecTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$840,488
Program Service Revenue
$451,969
Investment Income
$44,545
Other Revenue
$101,498
Change in Net Assets
$-308,511
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$876,474
Salaries, Compensation, and Employee Benefits$870,537
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$573,954--$573,954
Pension Plan Contributions$159,771--$159,771
All Other Expenses$138,074--$138,074
Other Employee Benefits$85,781--$85,781
Occupancy$80,651--$80,651
Depreciation Depletion$71,871--$71,871
Payroll Taxes$51,031--$51,031
Other Expenses$36,694--$36,694
Fees for Services Accounting$22,769--$22,769
Insurance$15,766--$15,766
Office Expenses$9,491--$9,491
Advertising$9,270--$9,270
Fees for Services Legal$8,448--$8,448
Fees for Service Investment Mgmnt Fees$8,100--$8,100
Fees for Services Other$3,675--$3,675
Travel$1,123--$1,123
Total Functional Expenses$1,747,011$0$0$1,747,011
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll withholding$6,522
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“The form 990 tax return is reviewed by the union President before filing.”

Governing documents etc available to public Part VI line 19

“The governing documents, conflict of interest policy and the financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Plumbers & Steamfitters Educational Trust
EIN
35-6042596
Address
8707 East Milner Avenue, Terre Haute, IN 47803

Signing Officer

Name
Mark Swaner
Title
SecTreasurer
Phone
8128771531
Signed
2020-04-27
Discuss with paid preparer
Yes

Organization Details

Formed
1956
Legal Domicile
In
Voting Board Members
6
Independent Board Members
6
Employees
58

Preparer

Firm
English & Klotz Inc
Address
656 E Springhill Dr, Terre Haute, IN 47802
Preparer
Thomas J Klotz III
Phone
8122429545
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IRS990ScheduleD/OtherSecuritiesGrp/Desc2General Mills
IRS990ScheduleD/OtherSecuritiesGrp/Desc3National Rural Util
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IRS990ScheduleD/OtherSecuritiesGrp/Desc6Morgan Stanley
IRS990ScheduleD/OtherSecuritiesGrp/Desc7Wells Fargo
IRS990ScheduleD/OtherSecuritiesGrp/Desc8Wells fargo
IRS990ScheduleD/OtherSecuritiesGrp/Desc9Dodge & Cox
IRS990ScheduleD/OtherSecuritiesGrp/Desc10Thornburg Ltd
IRS990ScheduleD/OtherSecuritiesGrp/Desc11Brown Cap Mgmt
IRS990ScheduleD/OtherSecuritiesGrp/Desc12GS Intl Sm Cap
IRS990ScheduleD/OtherSecuritiesGrp/Desc13Janus Hndrsn Glbl
IRS990ScheduleD/OtherSecuritiesGrp/Desc14Janus Enterprise
IRS990ScheduleD/OtherSecuritiesGrp/Desc15Vanguard Index 500
IRS990ScheduleD/OtherSecuritiesGrp/Desc16Driehaus Emerg Mkts Grw
IRS990ScheduleD/OtherSecuritiesGrp/Desc17Goldman Sachs International
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The form 990 tax return is reviewed by the union President before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The governing documents, conflict of interest policy and the financial statements are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
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ReturnHeader/BuildTS02020-09-23 17:36:50Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Mark Swaner
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SecTreasurer
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.66.97.56
ReturnHeader/FilingSecurityInformation/IPDt02020-04-28
ReturnHeader/FilingSecurityInformation/IPTm015:50:26

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,426,720
Liabilities
$6,522
Net assets
$2,420,198
Revenue
$1,438,500
Expenses
$1,747,011
Net income
-$308,511
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.39$0.01$2.37$3.29$3.20$0.08
2023Detailed filing. Detailed filing data is available for this year.$2.30$0.01$2.29$2.16$2.38$0.22
2022Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$1.86$1.90$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$1.68$1.54$0.14
2020Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$1.46$1.47$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.43$0.01$2.42$1.44$1.75$0.31
2018Detailed filing. Detailed filing data is available for this year.$2.73$0.01$2.73$1.41$1.79$0.38