Civic Intelligence

Local 693 Education Fund

990 • Fiscal year 2021 • EIN 36-4006511

Jul 01, 2020 to Jun 30, 2021 • Filed on Apr 12, 2022

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

40th percentile

0.00x

Higher debt load relative to assets than 40% of similar nonprofits.

2021 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

41st percentile

0.00x

Higher debt load relative to revenue than 41% of similar nonprofits.

2021 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2021

Net Margin

39th percentile

6.4%

Higher net margin than 39% of similar nonprofits.

2021 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2021 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2021

Asset Growth

42nd percentile

4.8%

Faster asset growth than 42% of similar nonprofits.

2021 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

87th percentile

32%

Faster revenue growth than 87% of similar nonprofits.

2021 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$709,584

Up $32,665 (+4.8%) from 2020

Net Assets

Up

$709,504

Up $55,935 (+8.6%) from 2020

Liabilities

Down

$80

Down $23,270 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin39th percentile

Revenue

Up

$204,133

Up $49,421 (+32%) from 2020

Expenses

Down

$191,162

Down $47,913 (-20%) from 2020

Net Income

Up

$12,971

Up $97,334 (+115%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2021

Assets$709,584
Liabilities$80
Net Assets$709,504
Open 2021 Filing

Operations Trend

Revenue Growth87th 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

2021

Revenue$204,133
Expenses$191,162
Net Income$12,971
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Apr 12, 2022
Return Version
2020v4.2
Gross Receipts
$288,865
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$653,569$709,504▲ $55,935
Investments in Publicly Traded Securities$303,834$367,229▲ $63,395
Investments Other Securities$312,504$312,504→ $0
Cash and Non-Interest-Bearing Accounts$42,036$15,406▼ $26,630
Land, Buildings, and Equipment, Net$18,091$13,158▼ $4,933
Savings and Temporary Cash Investments$454$1,287▲ $833
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$676,919$709,584▲ $32,665
Liabilities
Mortgage Notes Payable Secured by Investment Property$22,020$0▼ $22,020
Accounts Payable and Accrued Expenses$1,330$80▼ $1,250
Total Liabilities$23,350$80▼ $23,270
Net Assets / Fund Balance
Total Net Assets Fund Balance$653,569$709,504▲ $55,935
Total Liabilities and Net Assets / Fund Balance$676,919$709,584▲ $32,665

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$12,398$243,409$255,807
Other Land Buildings$0$2,464$2,464
Buildings$760$1,283$2,043
Other Securities$312,504--
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Greg GoveChairman/employee Trustee
Cole MugfordEmployer Trustee
Kelly BrownellEmployer Trustee
Adam LamsonTraining Coordinator
Revenue and Support

Revenue Composition

Contributions and Grants
$27,510
Program Service Revenue
$148,439
Investment Income
$25,472
Other Revenue
$2,712
All Other Contributions
$5,490
Change in Net Assets
$12,971

Audited Revenue Reconciliation

Revenue per Audited Statements
$199,946
Revenue Not Reported on Financial Statements
$4,187
Revenue Not Reported on Form 990
$42,964
Total Revenue per Audited Statements
$242,910
Total Revenue per Form 990
$204,133
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$147,157
Salaries, Compensation, and Employee Benefits$44,005
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$40,358
Occupancy---$18,814
Other Expenses---$16,602
Office Expenses---$8,851
Depreciation Depletion---$4,933
Fees for Services Accounting---$4,765
Fees for Service Investment Mgmnt Fees---$4,187
Payroll Taxes---$3,647
Payments to Affiliates---$2,200
Information Technology---$1,630
Insurance---$1,089
Travel---$656
All Other Expenses---$570
Interest---$19
Total Functional Expenses$0$0$0$191,162

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$191,162
Expenses per Audited Statements$186,975
Total Expenses per Audited Statements$186,975
Expenses Not Reported on Financial Statements$4,187
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
2022-04-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Greg Gove
Formed
1972
Legal Domicile
Vt
Voting Board Members
4
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Novak Francella LLC
Address
40 MONUMENT RD 5TH FLR, 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 Appendix382 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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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.
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ReturnHeader/TaxYr02020

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$709,584
Liabilities
$80
Net assets
$709,504
Revenue
$204,133
Expenses
$191,162
Net income
$12,971
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