Civic Intelligence

Machinery Movers Riggers and Erectors Union Local #136 Training Trust

990 • Fiscal year 2021 • EIN 36-2639490

Jul 01, 2020 to Jun 30, 2021 • Filed on Apr 20, 2022

1820 Beach StreetBroadview, IL 60155

(708) 615-9300

Siviq Scores

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

Liabilities / Assets

61st percentile

0.03x

Higher debt load relative to assets than 61% of similar nonprofits.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

86th percentile

0.24x

Higher debt load relative to revenue than 86% of similar nonprofits.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2021

Net Margin

27th percentile

1.7%

Higher net margin than 27% of similar nonprofits.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

23rd percentile

$3,960

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2021

Asset Growth

78th percentile

19%

Faster asset growth than 78% of similar nonprofits.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

3rd percentile

-35%

Faster revenue growth than 3% of similar nonprofits.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$1,582,712

Up $257,783 (+19%) from 2020

Net Assets

Up

$1,532,985

Up $228,757 (+18%) from 2020

Liabilities

Up

$49,727

Up $29,026 (+140%) from 2020

Revenue

Down

$203,146

Down $108,552 (-35%) from 2020

Expenses

Down

$199,610

Down $27,422 (-12%) from 2020

Net Income

Down

$3,536

Down $81,130 (-96%) from 2020

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2020: $1,324,929Liabilities 2020: $20,701Net Assets 2020: $1,304,2282020Assets 2021: $1,582,712Liabilities 2021: $49,727Net Assets 2021: $1,532,9852021Assets 2022: $1,359,339Liabilities 2022: $12,245Net Assets 2022: $1,347,0942022Assets 2023: $1,610,260Liabilities 2023: $22,629Net Assets 2023: $1,587,6312023Assets 2024: $1,799,840Liabilities 2024: $22,728Net Assets 2024: $1,777,1122024Assets 2025: $2,061,587Liabilities 2025: $24,130Net Assets 2025: $2,037,4572025

Highlighted filing

2021

Assets$1,582,712
Liabilities$49,727
Net Assets$1,532,985

Operations Trend

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

$600K$400K$200K$0Revenue 2020: $311,698Expenses 2020: $227,032Net Income 2020: $84,6662020Revenue 2021: $203,146Expenses 2021: $199,610Net Income 2021: $3,5362021Revenue 2022: $358,874Expenses 2022: $252,308Net Income 2022: $106,5662022Revenue 2023: $476,795Expenses 2023: $299,072Net Income 2023: $177,7232023Revenue 2024: $347,763Expenses 2024: $250,281Net Income 2024: $97,4822024Revenue 2025: $453,403Expenses 2025: $224,824Net Income 2025: $228,5792025

Highlighted filing

2021

Revenue$203,146
Expenses$199,610
Net Income$3,536
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Apr 20, 2022
Return Version
2020v4.2
Gross Receipts
$229,066
Mission and Program Overview

Mission

Industry training of machinery movers, riggers, and erectors of local #136.

Industry training of machinery movers, riggers and erectors of local #136.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,304,228$1,532,985▲ $228,757
Investments in Publicly Traded Securities$733,648$1,071,896▲ $338,248
Land, Buildings, and Equipment, Net$382,037$369,662▼ $12,375
Cash and Non-Interest-Bearing Accounts$189,029$117,963▼ $71,066
Accounts Receivable$11,923$13,051▲ $1,128
Savings and Temporary Cash Investments$8,292$6,609▼ $1,683
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,324,929$1,582,712▲ $257,783
Other Assets Total$0$3,531▲ $3,531
Liabilities
Other Liabilities$20,701$49,727▲ $29,026
Total Liabilities$20,701$49,727▲ $29,026
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,304,228$1,532,985▲ $228,757
Total Liabilities and Net Assets / Fund Balance$1,324,929$1,582,712▲ $257,783

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$367,545$318,948$686,493
Other Land Buildings$2,117$150,128$152,245
Compensation and Service Providers

Employees

NameTitleBaseTotal
Kevin FontanaTrustee$3,960$3,960

Board Members and Trustees

NameTitle
Bill JoyceTrustee
Doug StoubTrustee
George GilmartinTrustee
John StoneTrustee
Mike GibasTrustee
Robert F FultonTrustee
Robert J FultonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$141,291
Investment Income
$56,942
Other Revenue
$4,913
Change in Net Assets
$3,536

Audited Revenue Reconciliation

Revenue per Audited Statements
$201,462
Revenue Not Reported on Financial Statements
$1,684
Revenue Not Reported on Form 990
$239,434
Total Revenue per Audited Statements
$440,896
Total Revenue per Form 990
$203,146
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$127,740
Salaries, Compensation, and Employee Benefits$71,870
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$64,810
Other Salaries and Wages---$63,462
Depreciation Depletion---$22,563
Office Expenses---$16,199
Fees for Services Accounting---$10,950
Payroll Taxes---$6,008
Other Expenses---$4,582
Fees for Services Legal---$3,269
Insurance---$2,590
Current Officers, Directors, Trustees, and Key Employees---$2,400
Fees for Service Investment Mgmnt Fees---$1,684
Fees for Services Other---$659
Travel---$434
Total Functional Expenses$0$0$0$199,610

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$212,139
Total Expenses per Form 990$199,610
Expenses per Audited Statements$197,926
Expenses Not Reported on Form 990$14,213
Expenses Not Reported on Financial Statements$1,684
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
Real Estate Taxes Payable$49,727
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
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 A, Line 2

Robert j. Fulton and robert f. Fulton are father and son.

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

Rob fulton, trustee, is authorized by the trustees to review the form 990.

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

The trustees are governed by the trust agreement and a written conflict of interest policy and have a fiduciary responsibility under erisa to administer the plan in the best interest of its members. The us department of labor requires all labor trustees to report on form lm-30 potential situations where there may be conflicts of interest. This information is open to the public.

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

Compensation for the apprenticeship director/trustee and instructors is in accordance with the collective bargaining agreement and bylaws.

Form 990, Part VI, Section C, Line 19

The organization's governing document (trust agreement) and financial statements are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Machinery Movers Riggers and Erectors
EIN
36-2639490
Phone
7086159300
Address
1820 BEACH STREET, BROADVIEW, IL 60155

Signing Officer

Name
Robert Fulton
Title
Trustee
Phone
7086159300
Signed
2022-04-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Fulton
Formed
1967
Legal Domicile
Il
Voting Board Members
8
Independent Board Members
7
Employees
11
Volunteers
0

Preparer

Firm
Calibre CPA Group Pllc
Address
230 W MONROE ST STE 310, CHICAGO, IL 60606
Preparer
Howard Simon
Phone
3126550037
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Ppp loan forgiveness contribution income not recognized on form 990 23,915.

Form 990, Part XII, Line 2C

There are no changes to the process from the prior year

Financial Statement Notes

PART X, LINE 2:

As of june 30, 2021, there were no uncertain positions taken or expecected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Rental expenses ppp loan forgiveness contribution income

PART XII, LINE 2D - OTHER ADJUSTMENTS:

RENTAL EXPENSES

Form 990, Part VIII, Line 6B

Rental expenses are $14,213

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0AS OF JUNE 30, 2021, THERE WERE NO UNCERTAIN POSITIONS TAKEN OR EXPECECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1RENTAL EXPENSES PPP LOAN FORGIVENESS CONTRIBUTION INCOME
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2RENTAL EXPENSES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3RENTAL EXPENSES ARE $14,213
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VIII, LINE 6B
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0369662
IRS990ScheduleD/TotalExpensesPerForm990Amt0199610
IRS990ScheduleD/TotalLiabilityAmt049727
IRS990ScheduleD/TotalRevenuePerForm990Amt0203146
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0440896
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0212139
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROBERT J. FULTON AND ROBERT F. FULTON ARE FATHER AND SON.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ROB FULTON, TRUSTEE, IS AUTHORIZED BY THE TRUSTEES TO REVIEW THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUSTEES ARE GOVERNED BY THE TRUST AGREEMENT AND A WRITTEN CONFLICT OF INTEREST POLICY AND HAVE A FIDUCIARY RESPONSIBILITY UNDER ERISA TO ADMINISTER THE PLAN IN THE BEST INTEREST OF ITS MEMBERS. THE US DEPARTMENT OF LABOR REQUIRES ALL LABOR TRUSTEES TO REPORT ON FORM LM-30 POTENTIAL SITUATIONS WHERE THERE MAY BE CONFLICTS OF INTEREST. THIS INFORMATION IS OPEN TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION FOR THE APPRENTICESHIP DIRECTOR/TRUSTEE AND INSTRUCTORS IS IN ACCORDANCE WITH THE COLLECTIVE BARGAINING AGREEMENT AND BYLAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S GOVERNING DOCUMENT (TRUST AGREEMENT) AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PPP LOAN FORGIVENESS CONTRIBUTION INCOME NOT RECOGNIZED ON FORM 990 23,915.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THERE ARE NO CHANGES TO THE PROCESS FROM THE PRIOR YEAR
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
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 B, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MACHINERY MVRS LOCAL #136 WELFARE FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1MACHINERY MVRS LOCAL #136 DEF CONT FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2MACHINERY MVRS LOCAL #136 SUP RET FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0363204740
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1363637616
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2361416355
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1401(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2401(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0WELFARE FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PENSION FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2PENSION FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01520 KENSINGTON STE 200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11520 KENSINGTON STE 200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt21520 KENSINGTON STE 200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0OAK BROOK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1OAK BROOK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2OAK BROOK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd060523
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd160523
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd260523
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01324929
IRS990/TotalAssetsEOYAmt01582712
IRS990/TotalAssetsGrp/BOYAmt01324929
IRS990/TotalAssetsGrp/EOYAmt01582712
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/TotalAmt0199610
IRS990/TotalGrossUBIAmt05526
IRS990/TotalLiabilitiesBOYAmt020701
IRS990/TotalLiabilitiesEOYAmt049727
IRS990/TotalLiabilitiesGrp/BOYAmt020701
IRS990/TotalLiabilitiesGrp/EOYAmt049727
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01304228
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01532985
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0141291
IRS990/TotalReportableCompFromOrgAmt03960
IRS990/TotalRevenueGrp/ExclusionAmt056329
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0141291
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0203146
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt05526
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01324929
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01582712
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt0434
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01820 BEACH STREET
IRS990/USAddress/CityNm0BROADVIEW
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060155
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT FULTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07086159300
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-20

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