Civic Intelligence

Machinery Movers Riggers and Erectors Union Local #136 Training Trust

990 • Fiscal year 2023 • EIN 36-2639490

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 26, 2024

Organization ProfileN/A
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

55th percentile

0.01x

Higher debt load relative to assets than 55% of similar nonprofits.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

63rd percentile

0.05x

Higher debt load relative to revenue than 63% of similar nonprofits.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2023

Net Margin

93rd percentile

37%

Higher net margin than 93% of similar nonprofits.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

27th percentile

$6,936

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2023

Asset Growth

83rd percentile

18%

Faster asset growth than 83% of similar nonprofits.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

91st percentile

33%

Faster revenue growth than 91% of similar nonprofits.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$1,610,260

Up $250,921 (+18%) from 2022

Net Assets

Up

$1,587,631

Up $240,537 (+18%) from 2022

Liabilities

Up

$22,629

Up $10,384 (+85%) from 2022

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin93rd percentile

Revenue

Up

$476,795

Up $117,921 (+33%) from 2022

Expenses

Up

$299,072

Up $46,764 (+19%) from 2022

Net Income

Up

$177,723

Up $71,157 (+67%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

2023

Assets$1,610,260
Liabilities$22,629
Net Assets$1,587,631
Open 2023 Filing

Operations Trend

Revenue Growth91st percentile

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

2023

Revenue$476,795
Expenses$299,072
Net Income$177,723
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 26, 2024
Return Version
2022v5.0
Gross Receipts
$476,795
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$1,347,094$1,587,631▲ $240,537
Investments in Publicly Traded Securities$896,884$1,010,869▲ $113,985
Land, Buildings, and Equipment, Net$343,925$319,075▼ $24,850
Cash and Non-Interest-Bearing Accounts$82,142$218,623▲ $136,481
Accounts Receivable$17,676$42,707▲ $25,031
Pledges and Grants Receivable-$16,347-
Savings and Temporary Cash Investments$4,959$2,639▼ $2,320
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,359,339$1,610,260▲ $250,921
Other Assets Total$13,753$0▼ $13,753
Liabilities
Accounts Payable and Accrued Expenses-$16,207-
Other Liabilities$12,245$6,422▼ $5,823
Total Liabilities$12,245$22,629▲ $10,384
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,347,094$1,587,631▲ $240,537
Total Liabilities and Net Assets / Fund Balance$1,359,339$1,610,260▲ $250,921

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$319,002$367,491$686,493
Other Land Buildings$73$96,820$96,893
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleBaseTotal
Kevin FontanaTrustee$6,936$6,936

Board Members and Trustees

NameTitle
Bill JoyceTrustee
Doug StoubTrustee
John StoneTrustee
Randy OlsonTrustee
Robert F FultonTrustee
Robert J FultonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$23,067
Program Service Revenue
$351,557
Investment Income
$51,184
Other Revenue
$50,987
All Other Contributions
$23,067
Change in Net Assets
$177,723

Audited Revenue Reconciliation

Revenue per Audited Statements
$474,461
Revenue Not Reported on Financial Statements
$2,334
Revenue Not Reported on Form 990
$62,814
Total Revenue per Audited Statements
$537,275
Total Revenue per Form 990
$476,795
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$164,901
Salaries, Compensation, and Employee Benefits$134,171
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$115,510
Occupancy---$47,540
Depreciation Depletion---$24,924
Office Expenses---$21,054
Conferences and Meetings---$17,989
Other Expenses---$15,031
Payroll Taxes---$12,005
Fees for Services Accounting---$10,900
Current Officers, Directors, Trustees, and Key Employees---$6,656
Insurance---$4,395
Fees for Services Legal---$4,238
Fees for Service Investment Mgmnt Fees---$2,334
Fees for Services Other---$1,222
Total Functional Expenses$0$0$0$299,072

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$299,072
Expenses per Audited Statements$296,738
Total Expenses per Audited Statements$296,738
Expenses Not Reported on Financial Statements$2,334
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 Related Parties$4,447
Security Deposit Held$1,975
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
2024-01-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Fulton
Formed
1967
Legal Domicile
Il
Voting Board Members
7
Independent Board Members
6
Employees
13
Volunteers
0

Preparer

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

Additional Explanations

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, 2023, 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.”

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0AS OF JUNE 30, 2023, 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.
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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/ExplanationTxt5THERE 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 XII, LINE 2C
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PENSION FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2PENSION FUND
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,610,260
Liabilities
$22,629
Net assets
$1,587,631
Revenue
$476,795
Expenses
$299,072
Net income
$177,723
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.06$0.02$2.04$0.45$0.22$0.23
2024Detailed filing. Detailed filing data is available for this year.$1.80$0.02$1.78$0.35$0.25$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.61$0.02$1.59$0.48$0.30$0.18
2022Detailed filing. Detailed filing data is available for this year.$1.36$0.01$1.35$0.36$0.25$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.58$0.05$1.53$0.20$0.20$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.32$0.02$1.30$0.31$0.23$0.08