Civic Intelligence

Local 9 Ibew & Middle States Apprentice and Journeyman Training Fund

990 • Fiscal year 2016 • EIN 36-2638779

Nov 01, 2015 to Oct 31, 2016 • Filed on Sep 12, 2017

ONE WESTBROOK CORPORATE CTR No 430Westchester, IL 60154

(708) 449-9004

Siviq Scores

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

Liabilities / Assets

54th percentile

0.06x

Higher debt load relative to assets than 54% of similar nonprofits.

2016 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

67th percentile

0.15x

Higher debt load relative to revenue than 67% of similar nonprofits.

2016 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2016

Net Margin

99th percentile

67%

Higher net margin than 99% of similar nonprofits.

2016 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$223,605

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2016 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2016

Asset Growth

97th percentile

41%

Faster asset growth than 97% of similar nonprofits.

2016 filings • 501(c)5 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

78th percentile

11%

Faster revenue growth than 78% of similar nonprofits.

2016 filings • 501(c)5 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Assets

Up

$20,534,738

Up $5,979,906 (+41%) from 2015

Net Assets

Up

$19,367,069

Up $5,065,366 (+35%) from 2015

Liabilities

Up

$1,167,669

Up $914,540 (+361%) from 2015

Revenue

Up

$7,555,935

Up $765,346 (+11%) from 2015

Expenses

Up

$2,505,190

Up $634,197 (+34%) from 2015

Net Income

Up

$5,050,745

Up $131,149 (+2.7%) from 2015

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2011: $3,191,284Liabilities 2011: $65,993Net Assets 2011: $3,125,2912011Assets 2012: $4,135,365Liabilities 2012: $156,732Net Assets 2012: $3,978,6332012Assets 2013: $5,861,122Liabilities 2013: $136,485Net Assets 2013: $5,724,6372013Assets 2014: $10,034,335Liabilities 2014: $486,668Net Assets 2014: $9,547,6672014Assets 2015: $14,554,832Liabilities 2015: $253,129Net Assets 2015: $14,301,7032015Assets 2016: $20,534,738Liabilities 2016: $1,167,669Net Assets 2016: $19,367,0692016Assets 2017: $22,776,420Liabilities 2017: $297,006Net Assets 2017: $22,479,4142017Assets 2018: $24,767,474Liabilities 2018: $605,425Net Assets 2018: $24,162,0492018Assets 2019: $28,380,196Liabilities 2019: $504,962Net Assets 2019: $27,875,2342019Assets 2020: $33,197,776Liabilities 2020: $638,092Net Assets 2020: $32,559,6842020Assets 2021: $36,358,604Liabilities 2021: $697,836Net Assets 2021: $35,660,7682021Assets 2022: $38,764,143Liabilities 2022: $595,930Net Assets 2022: $38,168,2132022Assets 2023: $40,555,716Liabilities 2023: $627,724Net Assets 2023: $39,927,9922023Assets 2024: $41,572,152Liabilities 2024: $242,193Net Assets 2024: $41,329,9592024

Highlighted filing

2016

Assets$20,534,738
Liabilities$1,167,669
Net Assets$19,367,069

Operations Trend

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

$10M$5.0M$0Expenses 2011: $639,1692011Expenses 2012: $715,6642012Expenses 2013: $784,1992013Revenue 2014: $4,952,650Expenses 2014: $1,122,750Net Income 2014: $3,829,9002014Revenue 2015: $6,790,589Expenses 2015: $1,870,993Net Income 2015: $4,919,5962015Revenue 2016: $7,555,935Expenses 2016: $2,505,190Net Income 2016: $5,050,7452016Revenue 2017: $6,691,309Expenses 2017: $3,574,582Net Income 2017: $3,116,7272017Revenue 2018: $5,889,072Expenses 2018: $3,962,070Net Income 2018: $1,927,0022018Revenue 2019: $6,997,115Expenses 2019: $3,595,126Net Income 2019: $3,401,9892019Revenue 2020: $8,071,604Expenses 2020: $3,686,878Net Income 2020: $4,384,7262020Revenue 2021: $7,249,400Expenses 2021: $3,797,824Net Income 2021: $3,451,5762021Revenue 2022: $7,258,335Expenses 2022: $3,835,528Net Income 2022: $3,422,8072022Revenue 2023: $5,456,096Expenses 2023: $4,544,682Net Income 2023: $911,4142023Revenue 2024: $6,045,567Expenses 2024: $5,293,890Net Income 2024: $751,6772024

Highlighted filing

2016

Revenue$7,555,935
Expenses$2,505,190
Net Income$5,050,745
Jump To
Filing Snapshot
Filing Period
Nov 1, 2015 to Oct 31, 2016
Signed
Sep 12, 2017
Return Version
2015v3.0
Gross Receipts
$7,555,935
Mission and Program Overview

Mission

Provide lineman journeyman training to members of IBEW Local No. 9

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$14,301,703$19,367,069▲ $5,065,366
Land, Buildings, and Equipment, Net$4,837,040$9,625,502▲ $4,788,462
Investments in Publicly Traded Securities$5,737,475$9,015,368▲ $3,277,893
Savings and Temporary Cash Investments$3,256,404$1,211,321▼ $2,045,083
Accounts Receivable$711,554$670,568▼ $40,986
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$14,554,832$20,534,738▲ $5,979,906
Other Assets Total$12,359$11,979▼ $380
Liabilities
Accounts Payable and Accrued Expenses$223,916$1,157,300▲ $933,384
Other Liabilities$29,213$10,369▼ $18,844
Total Liabilities$253,129$1,167,669▲ $914,540
Net Assets / Fund Balance
Total Net Assets Fund Balance$14,301,703$19,367,069▲ $5,065,366
Total Liabilities and Net Assets / Fund Balance$14,554,832$20,534,738▲ $5,979,906

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,687,067$1,151,191$7,838,258
Equipment$1,323,681$1,059,206$2,382,887
Land$1,614,754-$1,614,754
Compensation and Service Providers

Employees

NameTitleBaseOtherTotal
Kevin B SchusterTrustee$13,515$210,090$13,515

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,292,090
Investment Income
$263,845
Other Revenue
$0
Change in Net Assets
$5,050,745

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,555,935
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$14,621
Total Revenue per Audited Statements
$7,570,556
Total Revenue per Form 990
$7,555,935
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,311,317
Salaries, Compensation, and Employee Benefits$1,193,873
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,097,992
Depreciation Depletion---$615,533
Insurance---$98,373
Payroll Taxes---$93,031
Occupancy---$56,503
Information Technology---$43,150
Travel---$23,523
Office Expenses---$21,435
Other Expenses---$19,395
Fees for Services Other---$15,570
All Other Expenses---$7,306
Current Officers, Directors, Trustees, and Key Employees---$2,850
Fees for Service Investment Mgmnt Fees---$2,000
Total Functional Expenses$0$0$0$2,505,190

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,505,190
Total Expenses per Audited Statements$2,505,190
Total Expenses per Form 990$2,505,190
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to other funds$10,369
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
Yes
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 B, line 11

The draft filing is made available to all Board of Trustees via a secure website

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

All board memebers annual submission of disclosure statements are on file with the administrator. The administrator reviews meeting agendas prior to the meeting and notifies the board of any issues that need to be addressed before the discussions take place. Any individual who gives notice of potential conflict is to abstain from participating in any item of business which comes before the board.

Form 990, Part VI, Section B, line 15B

The Chairman and Secretary determine the administrator's employment contract terms based on market data and by consulitng an outside benefits consulting firm

Form 990, Part VI, Section C, line 19

Copies are provided upon written or verbal request, free of charge, either hard copy or electronic (whichever the requestor prefers)

Filing and Contact Details

Filer

Filer Name
Local 9 Ibew & Middle States Apprentice
EIN
36-2638779
Phone
7084499004
Address
ONE WESTBROOK CORPORATE CTR No 430, WESTCHESTER, IL 60154

Signing Officer

Name
William Niesman
Title
Trustee
Phone
7084499004
Signed
2017-09-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Art Burke
Formed
1967
Legal Domicile
Il
Voting Board Members
10
Independent Board Members
5
Employees
79
Volunteers
0

Preparer

Firm
Calibre CPA Group PLLC
Address
566 West Lake St Suite 300, Chicago, IL 60661
Preparer
Joseph Pierson
Phone
3126550037
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C:

Board of Trustees authorizes the audit firm.

Raw XML AppendixShowing 400 of 543 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/AccountsPayableAccrExpnssGrp/BOYAmt0223916
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01157300
IRS990/AccountsReceivableGrp/BOYAmt0711554
IRS990/AccountsReceivableGrp/EOYAmt0670568
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0Provide lineman journeyman training to members of IBEW Local No. 9
IRS990/AllOtherExpensesGrp/TotalAmt07306
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BECKY THAMES-SIMMONS
IRS990/BooksInCareOfDetail/PhoneNum07084499004
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0One Westbrook Corporate Center
IRS990/BooksInCareOfDetail/USAddress/CityNm0Westchester
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd060154
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt02850
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0263845
IRS990/CYOtherExpensesAmt01311317
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt07292090
IRS990/CYRevenuesLessExpensesAmt05050745
IRS990/CYSalariesCompEmpBnftPaidAmt01193873
IRS990/CYTotalExpensesAmt02505190
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt07555935
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt0615533
IRS990/Desc0To conduct educational courses & training in various aspects of the electrical trade to ensure that the quality of electricians' work will meet prevailing standards.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt079
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/TotalAmt015570
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt02000
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt434.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt106.00
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt163563
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt463563
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt563563
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt658108
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt763563
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1033011
IRS990/Form990PartVIISectionAGrp/PersonNm0William R Darnstandt
IRS990/Form990PartVIISectionAGrp/PersonNm1John C Burkard
IRS990/Form990PartVIISectionAGrp/PersonNm2Art Burke
IRS990/Form990PartVIISectionAGrp/PersonNm3Frank A Lizzadro
IRS990/Form990PartVIISectionAGrp/PersonNm4Joseph Notaro
IRS990/Form990PartVIISectionAGrp/PersonNm5John Dowling
IRS990/Form990PartVIISectionAGrp/PersonNm6Kevin B Schuster
IRS990/Form990PartVIISectionAGrp/PersonNm7William Niesman
IRS990/Form990PartVIISectionAGrp/PersonNm8Lance Rosenmayer
IRS990/Form990PartVIISectionAGrp/PersonNm9STEPHEN ALDRIDGE
IRS990/Form990PartVIISectionAGrp/PersonNm10REBECCA THAMES-SIMMONS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt613515
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1146805
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4146542
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5146650
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6151982
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt7149366
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10168064
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01967
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt07555935
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt043150
IRS990/InsuranceGrp/TotalAmt098373
IRS990/InvestmentIncomeGrp/ExclusionAmt0263845
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0263845
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05737475
IRS990/InvestmentsPubTradedSecGrp/EOYAmt09015368
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02210397
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04837040
IRS990/LandBldgEquipBasisNetGrp/EOYAmt09625502
IRS990/LandBldgEquipCostOrOtherBssAmt011835899
IRS990/LegalDomicileStateCd0IL
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Provide lineman journeyman training to members of IBEW Local No. 9
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt014301703
IRS990/NetAssetsOrFundBalancesEOYAmt019367069
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt014621
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt056503
IRS990/OfficeExpensesGrp/TotalAmt021435
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt012359
IRS990/OtherAssetsTotalGrp/EOYAmt011979
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Apprentice equipment an
IRS990/OtherExpensesGrp/Desc1Shared administrative e
IRS990/OtherExpensesGrp/Desc2Professional fees
IRS990/OtherExpensesGrp/Desc3Dues and subscriptions
IRS990/OtherExpensesGrp/TotalAmt0276516
IRS990/OtherExpensesGrp/TotalAmt1108184
IRS990/OtherExpensesGrp/TotalAmt223829
IRS990/OtherExpensesGrp/TotalAmt319395
IRS990/OtherLiabilitiesGrp/BOYAmt029213
IRS990/OtherLiabilitiesGrp/EOYAmt010369
IRS990/OtherSalariesAndWagesGrp/TotalAmt01097992
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt093031
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Art Burke
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/Desc0Employer contributions
IRS990/ProgramServiceRevenueGrp/Desc1Student fees and servi
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07266415
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt125675
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07266415
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt125675
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0226380
IRS990/PYOtherExpensesAmt0958977
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt06564209
IRS990/PYRevenuesLessExpensesAmt04919596
IRS990/PYSalariesCompEmpBnftPaidAmt0912016
IRS990/PYTotalExpensesAmt01870993
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06790589
IRS990/ReconcilationRevenueExpnssAmt05050745
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt014301703
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt019367069
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03256404
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01211321
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt06687067
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01151191
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt07838258
IRS990ScheduleD/EquipmentGrp/BookValueAmt01323681
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01059206
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02382887
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02505190
IRS990ScheduleD/LandGrp/BookValueAmt01614754
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01614754
IRS990ScheduleD/NetUnrealizedGainsInvstAmt014621
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt010369
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to other funds
IRS990ScheduleD/RevenueNotReportedAmt014621
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt07555935
IRS990ScheduleD/TotalBookValueLandBuildingsAmt09625502
IRS990ScheduleD/TotalExpensesPerForm990Amt02505190
IRS990ScheduleD/TotalLiabilityAmt010369
IRS990ScheduleD/TotalRevenuePerForm990Amt07555935
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07570556
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02505190
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt313515
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0137580
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1120018
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2129456
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3143174
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt4132981
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt5157193
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt038321
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt138321
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt238321
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt335845
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt438321
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt533011
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt025242
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt125242
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt225242
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt322263
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt425242
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt09225
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt126524
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt217194
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt38808
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt416385
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt510871
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0John C Burkard
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Joseph Notaro
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2John Dowling
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3Kevin B Schuster
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm4William Niesman
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm5REBECCA THAMES-SIMMONS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Trustee
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Trustee
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2Trustee
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3Trustee
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt4Trustee
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt5ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt313515
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0210368
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1210105
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2210213
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3210090
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt4212929
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt5201075
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The draft filing is made available to all Board of Trustees via a secure website
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL BOARD MEMEBERS ANNUAL SUBMISSION OF DISCLOSURE STATEMENTS ARE ON FILE WITH THE ADMINISTRATOR. THE ADMINISTRATOR REVIEWS MEETING AGENDAS PRIOR TO THE MEETING AND NOTIFIES THE BOARD OF ANY ISSUES THAT NEED TO BE ADDRESSED BEFORE THE DISCUSSIONS TAKE PLACE. ANY INDIVIDUAL WHO GIVES NOTICE OF POTENTIAL CONFLICT IS TO ABSTAIN FROM PARTICIPATING IN ANY ITEM OF BUSINESS WHICH COMES BEFORE THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Chairman and Secretary determine the administrator's employment contract terms based on market data and by consulitng an outside benefits consulting firm
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Copies are provided upon written or verbal request, free of charge, either hard copy or electronic (whichever the requestor prefers)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Board of Trustees authorizes the audit firm.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XII, Line 2c:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$41.6$0.24$41.3$6.05$5.29$0.75
2023Detailed filing. Detailed filing data is available for this year.$40.6$0.63$39.9$5.46$4.54$0.91
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.8$0.60$38.2$7.26$3.84$3.42
2021Detailed filing. Detailed filing data is available for this year.$36.4$0.70$35.7$7.25$3.80$3.45
2020Detailed filing. Detailed filing data is available for this year.$33.2$0.64$32.6$8.07$3.69$4.38
2019Detailed filing. Detailed filing data is available for this year.$28.4$0.50$27.9$7.00$3.60$3.40
2018Detailed filing. Detailed filing data is available for this year.$24.8$0.61$24.2$5.89$3.96$1.93
2017Detailed filing. Detailed filing data is available for this year.$22.8$0.30$22.5$6.69$3.57$3.12
2016Detailed filing. Detailed filing data is available for this year.$20.5$1.17$19.4$7.56$2.51$5.05
2015Detailed filing. Detailed filing data is available for this year.$14.6$0.25$14.3$6.79$1.87$4.92
2014Detailed filing. Detailed filing data is available for this year.$10.0$0.49$9.55$4.95$1.12$3.83
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.86$0.14$5.72$0.78
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.14$0.16$3.98$0.72
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.19$0.07$3.13$0.64