Civic Intelligence

Local 693 Education Fund

990 • Fiscal year 2018 • EIN 36-4006511

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 23, 2019

Organization ProfileWWW.UALOCAL693.ORG
3 Gregory DriveSouth Burlington, VT 05403

(802) 864-4042

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

Higher debt load relative to assets than 39% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

44th percentile

0.00x

Higher debt load relative to revenue than 44% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Net Margin

81st percentile

19%

Higher net margin than 81% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Asset Growth

66th percentile

7.1%

Faster asset growth than 66% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

9th percentile

-16%

Faster revenue growth than 9% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$735,513

Up $48,860 (+7.1%) from 2017

Net Assets

Up

$734,653

Up $49,806 (+7.3%) from 2017

Liabilities

Down

$860

Down $946 (-52%) from 2017

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin81st percentile

Revenue

Down

$254,877

Down $48,835 (-16%) from 2017

Expenses

Down

$207,382

Down $82,455 (-28%) from 2017

Net Income

Up

$47,495

Up $33,620 (+242%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$800K$600K$400K$200K$0Assets 2015: $659,548Liabilities 2015: $760Net Assets 2015: $658,7882015Assets 2016: $668,687Liabilities 2016: $1,404Net Assets 2016: $667,2832016Assets 2017: $686,653Liabilities 2017: $1,806Net Assets 2017: $684,8472017Assets 2018: $735,513Liabilities 2018: $860Net Assets 2018: $734,6532018Assets 2019: $721,012Liabilities 2019: $1,122Net Assets 2019: $719,8902019Assets 2020: $676,919Liabilities 2020: $23,350Net Assets 2020: $653,5692020Assets 2021: $709,584Liabilities 2021: $80Net Assets 2021: $709,5042021Assets 2022: $644,240Liabilities 2022: $6,301Net Assets 2022: $637,9392022Assets 2023: $635,481Liabilities 2023: $527Net Assets 2023: $634,9542023Assets 2024: $598,250Liabilities 2024: $117Net Assets 2024: $598,1332024

Highlighted filing

2018

Assets$735,513
Liabilities$860
Net Assets$734,653
Open 2018 Filing

Operations Trend

Revenue Growth9th percentile

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

$400K$200K$0-$200KRevenue 2015: $342,692Expenses 2015: $289,260Net Income 2015: $53,4322015Revenue 2016: $274,005Expenses 2016: $286,784Net Income 2016: -$12,7792016Revenue 2017: $303,712Expenses 2017: $289,837Net Income 2017: $13,8752017Revenue 2018: $254,877Expenses 2018: $207,382Net Income 2018: $47,4952018Revenue 2019: $190,190Expenses 2019: $206,568Net Income 2019: -$16,3782019Revenue 2020: $154,712Expenses 2020: $239,075Net Income 2020: -$84,3632020Revenue 2021: $204,133Expenses 2021: $191,162Net Income 2021: $12,9712021Revenue 2022: $226,605Expenses 2022: $205,438Net Income 2022: $21,1672022Revenue 2023: $206,481Expenses 2023: $243,516Net Income 2023: -$37,0352023Revenue 2024: $281,694Expenses 2024: $336,726Net Income 2024: -$55,0322024

Highlighted filing

2018

Revenue$254,877
Expenses$207,382
Net Income$47,495
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 23, 2019
Return Version
2017v2.3
Gross Receipts
$329,089
Mission and Program Overview

Mission

To provide educational training service to plumbers and pipe fitting members of the plumbers and pipe fitters local 693 under the collective bargaining agreement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$684,847$734,653▲ $49,806
Investments Other Securities$312,504$312,504→ $0
Investments in Publicly Traded Securities$276,056$286,578▲ $10,522
Cash and Non-Interest-Bearing Accounts$65,365$99,540▲ $34,175
Land, Buildings, and Equipment, Net$32,728$34,246▲ $1,518
Savings and Temporary Cash Investments-$2,645-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$686,653$735,513▲ $48,860
Liabilities
Other Liabilities$1,806$0▼ $1,806
Accounts Payable and Accrued Expenses-$860-
Total Liabilities$1,806$860▼ $946
Net Assets / Fund Balance
Total Net Assets Fund Balance$684,847$734,653▲ $49,806
Total Liabilities and Net Assets / Fund Balance$686,653$735,513▲ $48,860

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$33,330$222,477$255,807
Other Land Buildings$0$2,464$2,464
Buildings$916$1,127$2,043
Other Securities$312,504--
Compensation and Service Providers
Top Officer Pay31st percentile

Board Members and Trustees

NameTitle
Cathy CroteauTrustee
Craig RexfordTrustee
Ernie WheelerTrustee
Jeff TowneTrustee
John LawrenceTrustee
Ron GentileTrustee
JOHN O'FARRELLTrustee (p)
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$231,451
Investment Income
$14,433
Other Revenue
$8,993
Change in Net Assets
$47,495

Audited Revenue Reconciliation

Revenue per Audited Statements
$251,309
Revenue Not Reported on Financial Statements
$3,568
Revenue Not Reported on Form 990
$2,311
Total Revenue per Audited Statements
$253,620
Total Revenue per Form 990
$254,877
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$166,118
Salaries, Compensation, and Employee Benefits$41,264
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$36,598
Occupancy---$18,740
Other Expenses---$15,239
All Other Expenses---$9,420
Information Technology---$8,140
Depreciation Depletion---$8,094
Fees for Services Accounting---$4,720
Payroll Taxes---$4,666
Fees for Service Investment Mgmnt Fees---$3,568
Office Expenses---$3,137
Insurance---$2,422
Travel---$1,603
Total Functional Expenses$0$0$0$207,382

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$207,382
Expenses per Audited Statements$203,814
Total Expenses per Audited Statements$203,814
Expenses Not Reported on Financial Statements$3,568
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
Audit committee
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
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, Part VI, Section B, Line 11B

“Line 11b explanation - form 990 was provided to the organization's governing body via paper copy or email. The form 990 was reviewed by the trustee signing the return and plan administrator prior to filing.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, instruments under which the organization is operated or established, and financial statements are available upon request, to members and employers, but are not available to the general public.”

Filing and Contact Details

Filer

Filer Name
Local 693 Education Fund
EIN
36-4006511
Phone
8028644042
Address
3 GREGORY DRIVE, SOUTH BURLINGTON, VT 05403

Signing Officer

Name
Jeffrey Potvin
Title
Chairman
Phone
8028644042
Signed
2019-04-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey Potvin
Formed
1972
Legal Domicile
Vt
Voting Board Members
6
Independent Board Members
0
Employees
17
Volunteers
0

Preparer

Firm
Novak Francella LLC
Address
ONE PRESIDENTIAL BLVD SUITE 330, BALA CYNWYD, PA 19004
Preparer
Louis Verzella CPA
Phone
6106689400
Supplemental Narrative

Additional Explanations

Part XII, Line 1

“The organization uses the modified cash basis of accounting.”

Financial Statement Notes

PART X, LINE 2:

“The modified cash basis of accounting require plan management to evaluate tax positions taken by the fund and recognize a tax liability (or asset) if it has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix389 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/EOYAmt0860
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE EDUCATIONAL TRAINING SERVICE TO PLUMBERS AND PIPE FITTING MEMBERS OF THE PLUMBERS AND PIPE FITTERS LOCAL 693 UNDER THE COLLECTIVE BARGAINING AGREEMENT.
IRS990/AllOtherExpensesGrp/TotalAmt09420
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MR JEFFREY POTVIN
IRS990/BooksInCareOfDetail/PhoneNum08028644042
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03 GREGORY DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0SOUTH BURLINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd005403
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt065365
IRS990/CashNonInterestBearingGrp/EOYAmt099540
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt014433
IRS990/CYOtherExpensesAmt0166118
IRS990/CYOtherRevenueAmt08993
IRS990/CYProgramServiceRevenueAmt0231451
IRS990/CYRevenuesLessExpensesAmt047495
IRS990/CYSalariesCompEmpBnftPaidAmt041264
IRS990/CYTotalExpensesAmt0207382
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0254877
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt08094
IRS990/Desc0TO PROVIDE EDUCATIONAL TRAINING SERVICE TO PLUMBERS AND PIPE FITTING MEMBERS OF THE PLUMBERS AND PIPE FITTERS LOCAL 693 UNDER THE COLLECTIVE BARGAINING AGREEMENT.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt017
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt04720
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt03568
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
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/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0JOHN O'FARRELL
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN LAWRENCE
IRS990/Form990PartVIISectionAGrp/PersonNm2ERNIE WHEELER
IRS990/Form990PartVIISectionAGrp/PersonNm3JEFF TOWNE
IRS990/Form990PartVIISectionAGrp/PersonNm4CATHY CROTEAU
IRS990/Form990PartVIISectionAGrp/PersonNm5CRAIG REXFORD
IRS990/Form990PartVIISectionAGrp/PersonNm6RON GENTILE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE (P)
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01972
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt05355
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt079567
IRS990/GrossReceiptsAmt0329089
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt08140
IRS990/InsuranceGrp/TotalAmt02422
IRS990/InvestmentIncomeGrp/ExclusionAmt09078
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt09078
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0312504
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0312504
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0276056
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0286578
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0226068
IRS990/LandBldgEquipBasisNetGrp/BOYAmt032728
IRS990/LandBldgEquipBasisNetGrp/EOYAmt034246
IRS990/LandBldgEquipCostOrOtherBssAmt0260314
IRS990/LegalDomicileStateCd0VT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt074212
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE EDUCATIONAL TRAINING SERVICE TO PLUMBERS AND PIPE FITTING MEMBERS OF THE PLUMBERS AND PIPE FITTERS LOCAL 693 UNDER THE COLLECTIVE BARGAINING AGREEMENT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0684847
IRS990/NetAssetsOrFundBalancesEOYAmt0734653
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt05355
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt05355
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02311
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt018740
IRS990/OfficeExpensesGrp/TotalAmt03137
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SHARED FUND COORDINATOR
IRS990/OtherExpensesGrp/Desc1INTERNATIONAL TRAINING
IRS990/OtherExpensesGrp/Desc2EDUCATIONAL SUPPLIES AN
IRS990/OtherExpensesGrp/Desc3SHARED ADMINISTRATIVE E
IRS990/OtherExpensesGrp/TotalAmt049668
IRS990/OtherExpensesGrp/TotalAmt123466
IRS990/OtherExpensesGrp/TotalAmt217901
IRS990/OtherExpensesGrp/TotalAmt315239
IRS990/OtherLiabilitiesGrp/BOYAmt01806
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0230000
IRS990/OtherRevenueMiscGrp/BusinessCd1230000
IRS990/OtherRevenueMiscGrp/Desc0BOOK SALES
IRS990/OtherRevenueMiscGrp/Desc1TESTING FEES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt08738
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1255
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt08738
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1255
IRS990/OtherRevenueTotalAmt08993
IRS990/OtherSalariesAndWagesGrp/TotalAmt036598
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt04666
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JEFFREY POTVIN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0230000
IRS990/ProgramServiceRevenueGrp/BusinessCd1230000
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PROGRAM FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0231111
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1340
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0231111
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1340
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt07053
IRS990/PYOtherExpensesAmt0263032
IRS990/PYOtherRevenueAmt013126
IRS990/PYProgramServiceRevenueAmt0283533
IRS990/PYRevenuesLessExpensesAmt013875
IRS990/PYSalariesCompEmpBnftPaidAmt026805
IRS990/PYTotalExpensesAmt0289837
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0303712
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt047495
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0684847
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0734653
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02645
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0916
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01127
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02043
IRS990ScheduleD/EquipmentGrp/BookValueAmt033330
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0222477
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0255807
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt03568
IRS990ScheduleD/ExpensesSubtotalAmt0203814
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt03568
IRS990ScheduleD/InvestmentExpensesNotIncldAmt03568
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02311
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02464
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02464
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0312504
IRS990ScheduleD/OtherSecuritiesGrp/Desc0UNITED REALTY CORP. SHARES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/RevenueNotReportedAmt02311
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt03568
IRS990ScheduleD/RevenueSubtotalAmt0251309
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE MODIFIED CASH BASIS OF ACCOUNTING REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt034246
IRS990ScheduleD/TotalBookValueSecuritiesAmt0312504
IRS990ScheduleD/TotalExpensesPerForm990Amt0207382
IRS990ScheduleD/TotalRevenuePerForm990Amt0254877
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0253620
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0203814
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 11B EXPLANATION - FORM 990 WAS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY VIA PAPER COPY OR EMAIL. THE FORM 990 WAS REVIEWED BY THE TRUSTEE SIGNING THE RETURN AND PLAN ADMINISTRATOR PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S GOVERNING DOCUMENTS, INSTRUMENTS UNDER WHICH THE ORGANIZATION IS OPERATED OR ESTABLISHED, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST, TO MEMBERS AND EMPLOYERS, BUT ARE NOT AVAILABLE TO THE GENERAL PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION USES THE MODIFIED CASH BASIS OF ACCOUNTING.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 1
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PLUMBERS & PIPE FITTERS LOCAL 693
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0030210219
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0VT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LABOR UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt03 GREGORY DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SOUTH BURLINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0VT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd005403
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt069020
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0PLUMBERS & PIPEFITTERS LOCAL 693
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0P
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0686653
IRS990/TotalAssetsEOYAmt0735513
IRS990/TotalAssetsGrp/BOYAmt0686653
IRS990/TotalAssetsGrp/EOYAmt0735513
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt017
IRS990/TotalFunctionalExpensesGrp/TotalAmt0207382
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01806
IRS990/TotalLiabilitiesEOYAmt0860
IRS990/TotalLiabilitiesGrp/BOYAmt01806
IRS990/TotalLiabilitiesGrp/EOYAmt0860
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0684847
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0734653
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0231451
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt014433
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0240444
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0254877
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0686653
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0735513
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt01603
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03 GREGORY DRIVE
IRS990/USAddress/CityNm0SOUTH BURLINGTON
IRS990/USAddress/StateAbbreviationCd0VT
IRS990/USAddress/ZIPCd005403
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0HTTP://WWW.UALOCAL693.ORG/
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY POTVIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum08028644042
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCAL 693 EDUCATION FUND
ReturnHeader/Filer/BusinessNameControlTxt0LOCA
ReturnHeader/Filer/EIN0364006511
ReturnHeader/Filer/PhoneNum08028644042
ReturnHeader/Filer/USAddress/AddressLine1Txt03 GREGORY DRIVE
ReturnHeader/Filer/USAddress/CityNm0SOUTH BURLINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005403
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId019998950A844A1ED5F18EB360E4E9E4F9906FFA9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.211.205.39
ReturnHeader/FilingSecurityInformation/IPDt02019-04-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:17:56
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611436956
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NOVAK FRANCELLA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE PRESIDENTIAL BLVD SUITE 330
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BALA CYNWYD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019004
ReturnHeader/PreparerPersonGrp/PhoneNum06106689400
ReturnHeader/PreparerPersonGrp/PreparationDt02019-04-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LOUIS VERZELLA CPA
ReturnHeader/ReturnTs02019-04-23T15:20:40-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$735,513
Liabilities
$860
Net assets
$734,653
Revenue
$254,877
Expenses
$207,382
Net income
$47,495
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.98$0.00$5.98$2.82$3.37$0.55
2023Detailed filing. Detailed filing data is available for this year.$6.35$0.01$6.35$2.06$2.44$0.37
2022Detailed filing. Detailed filing data is available for this year.$6.44$0.06$6.38$2.27$2.05$0.21
2021Detailed filing. Detailed filing data is available for this year.$7.10$0.00$7.10$2.04$1.91$0.13
2020Detailed filing. Detailed filing data is available for this year.$6.77$0.23$6.54$1.55$2.39$0.84
2019Detailed filing. Detailed filing data is available for this year.$7.21$0.01$7.20$1.90$2.07$0.16
2018Detailed filing. Detailed filing data is available for this year.$7.36$0.01$7.35$2.55$2.07$0.47
2017Detailed filing. Detailed filing data is available for this year.$6.87$0.02$6.85$3.04$2.90$0.14
2016Detailed filing. Detailed filing data is available for this year.$6.69$0.01$6.67$2.74$2.87$0.13
2015Detailed filing. Detailed filing data is available for this year.$6.60$0.01$6.59$3.43$2.89$0.53