Civic Intelligence

Local 693 Education Fund

990 • Fiscal year 2020 • EIN 36-4006511

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 25, 2021

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

71st percentile

0.03x

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

2020 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

84th percentile

0.15x

Higher debt load relative to revenue than 84% of similar nonprofits.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2020

Net Margin

2nd percentile

-55%

Higher net margin than 2% of similar nonprofits.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

40th percentile

$3,505

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2020

Asset Growth

13th percentile

-6.1%

Faster asset growth than 13% of similar nonprofits.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

16th percentile

-19%

Faster revenue growth than 16% of similar nonprofits.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$676,919

Down $44,093 (-6.1%) from 2019

Net Assets

Down

$653,569

Down $66,321 (-9.2%) from 2019

Liabilities

Up

$23,350

Up $22,228 (+1981%) from 2019

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin2nd percentile

Revenue

Down

$154,712

Down $35,478 (-19%) from 2019

Expenses

Up

$239,075

Up $32,507 (+16%) from 2019

Net Income

Down

-$84,363

Down $67,985 (-415%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth13th 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

2020

Assets$676,919
Liabilities$23,350
Net Assets$653,569
Open 2020 Filing

Operations Trend

Revenue Growth16th 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

2020

Revenue$154,712
Expenses$239,075
Net Income-$84,363
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 25, 2021
Return Version
2019v5.2
Gross Receipts
$426,201
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$719,890$653,569▼ $66,321
Investments Other Securities$312,504$312,504→ $0
Investments in Publicly Traded Securities$297,061$303,834▲ $6,773
Cash and Non-Interest-Bearing Accounts$85,631$42,036▼ $43,595
Land, Buildings, and Equipment, Net$23,686$18,091▼ $5,595
Savings and Temporary Cash Investments$2,130$454▼ $1,676
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$721,012$676,919▼ $44,093
Liabilities
Mortgage Notes Payable Secured by Investment Property-$22,020-
Accounts Payable and Accrued Expenses$1,122$1,330▲ $208
Total Liabilities$1,122$23,350▲ $22,228
Net Assets / Fund Balance
Total Net Assets Fund Balance$719,890$653,569▼ $66,321
Total Liabilities and Net Assets / Fund Balance$721,012$676,919▼ $44,093

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$17,279$238,528$255,807
Other Land Buildings$0$2,464$2,464
Buildings$812$1,231$2,043
Other Securities$312,504--
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleBaseTotal
Greg GoveChairman/employee Trustee$3,505$3,505

Board Members and Trustees

NameTitle
Ernie WheelerEmployer Trustee
John LawrenceEmployer Trustee
Cathy CroteauTrustee (p)
Craig RexfordTrustee (p)
Jeff TowneTrustee (p)
Ron GentileTrustee (p)
Adam LamsonTraining Coordinator
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$159,747
Investment Income
$-9,254
Other Revenue
$4,219
Change in Net Assets
$-84,363

Audited Revenue Reconciliation

Revenue per Audited Statements
$151,031
Revenue Not Reported on Financial Statements
$3,681
Revenue Not Reported on Form 990
$18,042
Total Revenue per Audited Statements
$169,073
Total Revenue per Form 990
$154,712
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$192,209
Salaries, Compensation, and Employee Benefits$46,866
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$41,683
Other Expenses---$23,526
Occupancy---$20,888
Office Expenses---$13,313
All Other Expenses---$6,789
Depreciation Depletion---$5,596
Information Technology---$5,347
Payroll Taxes---$5,183
Fees for Services Accounting---$5,063
Fees for Service Investment Mgmnt Fees---$3,681
Insurance---$2,502
Payments to Affiliates---$1,895
Travel---$1,399
Total Functional Expenses$0$0$0$239,075

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$239,075
Expenses per Audited Statements$235,394
Total Expenses per Audited Statements$235,394
Expenses Not Reported on Financial Statements$3,681
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 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
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
Greg Gove
Title
Trustee
Phone
8028644042
Signed
2021-02-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Greg Gove
Formed
1972
Legal Domicile
Vt
Voting Board Members
4
Independent Board Members
4
Employees
16
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

FORM 990. PART XII, LINE 1:

“The organizations financial statements are prepared using the modified cash basis of accounting.”

FORM 990. PART XII, LINE 2C:

“The organzations governing body is responsible for the oversight of the audit as well as the selection of the independent accountant.”

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 Appendix396 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.

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IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02464
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0312504
IRS990ScheduleD/OtherSecuritiesGrp/Desc0UNITED REALTY CORP. SHARES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/RevenueNotReportedAmt018042
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt03681
IRS990ScheduleD/RevenueSubtotalAmt0151031
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/TotalBookValueLandBuildingsAmt018091
IRS990ScheduleD/TotalBookValueSecuritiesAmt0312504
IRS990ScheduleD/TotalExpensesPerForm990Amt0239075
IRS990ScheduleD/TotalRevenuePerForm990Amt0154712
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0169073
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0235394
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 ORGANIZATIONS FINANCIAL STATEMENTS ARE PREPARED USING THE MODIFIED CASH BASIS OF ACCOUNTING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANZATIONS GOVERNING BODY IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AS WELL AS THE SELECTION OF THE INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990. PART XII, LINE 1:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990. PART XII, LINE 2C:
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/InvolvedAmt085935
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0PLUMBERS & PIPEFITTERS LOCAL 693
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0P
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0721012
IRS990/TotalAssetsEOYAmt0676919
IRS990/TotalAssetsGrp/BOYAmt0721012
IRS990/TotalAssetsGrp/EOYAmt0676919
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt016
IRS990/TotalFunctionalExpensesGrp/TotalAmt0239075
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01122
IRS990/TotalLiabilitiesEOYAmt023350
IRS990/TotalLiabilitiesGrp/BOYAmt01122
IRS990/TotalLiabilitiesGrp/EOYAmt023350
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0719890
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0653569
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0159747
IRS990/TotalReportableCompFromOrgAmt03505
IRS990/TotalRevenueGrp/ExclusionAmt0-9254
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0163966
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0154712
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0721012
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0676919
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt01399
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03 GREGORY DRIVE
IRS990/USAddress/CityNm0SOUTH BURLINGTON
IRS990/USAddress/StateAbbreviationCd0VT
IRS990/USAddress/ZIPCd005403
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0HTTP://WWW.UALOCAL693.ORG/
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GREG GOVE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08028644042
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-25
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/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/PreparationDt02021-02-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LOUIS VERZELLA CPA
ReturnHeader/ReturnTs02021-02-25T07:21:26-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$676,919
Liabilities
$23,350
Net assets
$653,569
Revenue
$154,712
Expenses
$239,075
Net income
-$84,363
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