Civic Intelligence

Machinery Movers Riggers and Erectors Union Local #136 Training Trust

990 • Fiscal year 2024 • EIN 36-2639490

Jul 01, 2023 to Jun 30, 2024 • Filed on Apr 03, 2025

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

56th percentile

0.01x

Higher debt load relative to assets than 56% of similar nonprofits.

2024 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

71st percentile

0.07x

Higher debt load relative to revenue than 71% of similar nonprofits.

2024 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2024

Net Margin

86th percentile

28%

Higher net margin than 86% of similar nonprofits.

2024 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$2,648

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2024 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2024

Asset Growth

70th percentile

12%

Faster asset growth than 70% of similar nonprofits.

2024 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-27%

Faster revenue growth than 3% of similar nonprofits.

2024 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$1,799,840

Up $189,580 (+12%) from 2023

Net Assets

Up

$1,777,112

Up $189,481 (+12%) from 2023

Liabilities

Up

$22,728

Up $99 (+0.4%) from 2023

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin86th percentile

Revenue

Down

$347,763

Down $129,032 (-27%) from 2023

Expenses

Down

$250,281

Down $48,791 (-16%) from 2023

Net Income

Down

$97,482

Down $80,241 (-45%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2024

Assets$1,799,840
Liabilities$22,728
Net Assets$1,777,112
Open 2024 Filing

Operations Trend

Revenue Growth3rd 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

2024

Revenue$347,763
Expenses$250,281
Net Income$97,482
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 3, 2025
Return Version
2023v6.0
Gross Receipts
$347,763
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$1,587,631$1,777,112▲ $189,481
Investments in Publicly Traded Securities$1,010,869$1,270,656▲ $259,787
Land, Buildings, and Equipment, Net$319,075$347,767▲ $28,692
Cash and Non-Interest-Bearing Accounts$218,623$142,498▼ $76,125
Accounts Receivable$42,707$25,572▼ $17,135
Pledges and Grants Receivable$16,347--
Prepaid Expenses and Deferred Charges-$2,735-
Savings and Temporary Cash Investments$2,639--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,610,260$1,799,840▲ $189,580
Other Assets Total$0$10,612▲ $10,612
Liabilities
Accounts Payable and Accrued Expenses$16,207$22,728▲ $6,521
Other Liabilities$6,422$0▼ $6,422
Total Liabilities$22,629$22,728▲ $99
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,587,631$1,777,112▲ $189,481
Total Liabilities and Net Assets / Fund Balance$1,610,260$1,799,840▲ $189,580

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$346,977$393,709$740,686
Other Land Buildings$790$96,896$97,686
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleBaseTotal
John StoneTrustee$2,648$2,648
Kevin FontanaTrustee$1,880$1,880

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$299,380
Investment Income
$42,458
Other Revenue
$5,925
Change in Net Assets
$97,482

Audited Revenue Reconciliation

Revenue per Audited Statements
$345,454
Revenue Not Reported on Financial Statements
$2,309
Revenue Not Reported on Form 990
$91,999
Total Revenue per Audited Statements
$437,453
Total Revenue per Form 990
$347,763
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$141,746
Salaries, Compensation, and Employee Benefits$108,535
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$95,178
Occupancy---$48,048
Depreciation Depletion---$26,294
Office Expenses---$23,865
Fees for Services Accounting---$10,900
Payroll Taxes---$10,285
Conferences and Meetings---$8,616
Fees for Services Legal---$7,388
Other Expenses---$4,127
Current Officers, Directors, Trustees, and Key Employees---$3,072
Insurance---$2,339
Fees for Service Investment Mgmnt Fees---$2,309
Fees for Services Other---$983
Total Functional Expenses$0$0$0$250,281

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$250,281
Expenses per Audited Statements$247,972
Total Expenses per Audited Statements$247,972
Expenses Not Reported on Financial Statements$2,309
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
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
2025-04-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Fulton
Formed
1967
Legal Domicile
Il
Voting Board Members
6
Independent Board Members
4
Employees
14
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, 2024, 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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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0AS OF JUNE 30, 2024, 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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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/TransferToOtherOrgInd00
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
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IRS990/TaxExemptBondsInd00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0305305
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0347763
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT FULTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07086159300
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MACHINERY MOVERS RIGGERS AND ERECTORS
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0230 W MONROE ST STE 310
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ReturnHeader/PreparerPersonGrp/PhoneNum03126550037
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AARON PLATH
ReturnHeader/ReturnTs02025-04-03T13:38:25-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,799,840
Liabilities
$22,728
Net assets
$1,777,112
Revenue
$347,763
Expenses
$250,281
Net income
$97,482
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