Civic Intelligence

Smart Local 265 Education and Training Trust Fund

990 • Fiscal year 2022 • EIN 36-6148078

Jul 01, 2021 to Jun 30, 2022 • Filed on Mar 24, 2023

Organization ProfileN/A
205 Alexandra WayCarol Stream, IL 60188-2198

(630) 668-0110

Siviq Scores

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

Liabilities / Assets

70th percentile

0.05x

Higher debt load relative to assets than 70% of similar nonprofits.

2022 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

70th percentile

0.07x

Higher debt load relative to revenue than 70% of similar nonprofits.

2022 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2022

Net Margin

75th percentile

18%

Higher net margin than 75% of similar nonprofits.

2022 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

85th percentile

$202,684

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 7.7% of source-year revenue.

2022 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2022

Asset Growth

75th percentile

10%

Faster asset growth than 75% of similar nonprofits.

2022 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

83rd percentile

22%

Faster revenue growth than 83% of similar nonprofits.

2022 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$3,574,404

Up $334,420 (+10%) from 2021

Net Assets

Up

$3,390,690

Up $392,105 (+13%) from 2021

Liabilities

Down

$183,714

Down $57,685 (-24%) from 2021

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin75th percentile

Revenue

Up

$2,643,973

Up $475,774 (+22%) from 2021

Expenses

Up

$2,173,161

Up $301,144 (+16%) from 2021

Net Income

Up

$470,812

Up $174,630 (+59%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$15M$10M$5.0M$0Assets 2020: $2,781,455Liabilities 2020: $52,304Net Assets 2020: $2,729,1512020Assets 2021: $3,239,984Liabilities 2021: $241,399Net Assets 2021: $2,998,5852021Assets 2022: $3,574,404Liabilities 2022: $183,714Net Assets 2022: $3,390,6902022Assets 2023: $4,014,087Liabilities 2023: $89,513Net Assets 2023: $3,924,5742023Assets 2024: $4,628,253Liabilities 2024: $80,540Net Assets 2024: $4,547,7132024Assets 2025: $12,866,951Liabilities 2025: $7,862,436Net Assets 2025: $5,004,5152025

Highlighted filing

2022

Assets$3,574,404
Liabilities$183,714
Net Assets$3,390,690
Open 2022 Filing

Operations Trend

Revenue Growth83rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Revenue 2020: $1,936,364Expenses 2020: $1,867,727Net Income 2020: $68,6372020Revenue 2021: $2,168,199Expenses 2021: $1,872,017Net Income 2021: $296,1822021Revenue 2022: $2,643,973Expenses 2022: $2,173,161Net Income 2022: $470,8122022Revenue 2023: $2,813,398Expenses 2023: $2,366,980Net Income 2023: $446,4182023Revenue 2024: $3,126,044Expenses 2024: $2,502,155Net Income 2024: $623,8892024Revenue 2025: $3,453,127Expenses 2025: $2,999,745Net Income 2025: $453,3822025

Highlighted filing

2022

Revenue$2,643,973
Expenses$2,173,161
Net Income$470,812
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Mar 24, 2023
Return Version
2021v4.2
Gross Receipts
$2,643,973
Mission and Program Overview

Mission

The plan was established as an education fund for the professional trade education of substantially all participating person's under the union's collective bargaining agreement.

The plan was established as an education fund for the professional trade education of substantially all participating persons under the union's collective bargaining agreement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,998,585$3,390,690▲ $392,105
Savings and Temporary Cash Investments$1,380,337$1,618,386▲ $238,049
Investments Other Securities$1,079,893$1,013,519▼ $66,374
Land, Buildings, and Equipment, Net$532,085$602,159▲ $70,074
Accounts Receivable$242,136$328,067▲ $85,931
Prepaid Expenses and Deferred Charges$4,550$10,988▲ $6,438
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,239,984$3,574,404▲ $334,420
Other Assets Total$983$1,285▲ $302
Liabilities
Unsecured Notes Loans Payable$188,130$0▼ $188,130
Other Liabilities$18,241$144,451▲ $126,210
Accounts Payable and Accrued Expenses$35,028$39,263▲ $4,235
Total Liabilities$241,399$183,714▼ $57,685
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,998,585$3,390,690▲ $392,105
Total Liabilities and Net Assets / Fund Balance$3,239,984$3,574,404▲ $334,420

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$436,721$1,094,667$1,531,388
Equipment$154,229$802,472$956,701
Other Land Buildings$11,209$79,425$90,634
Other Securities$1,013,519--
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joseph CaroneInstructorFT$137,648$65,036$202,684
David St PeterInstructorFT$133,646$62,796$196,442
Dennis MoranDirector of TrainingFT$133,657$62,718$196,375
Anthony AarnsInstructorFT$125,482$63,967$189,449
Patrick BrunoInstructorFT$119,572$61,699$181,271

Board Members and Trustees

NameTitle
John DanielChairman
Louise MedinaFormer Trustee
Brian DahlmanTrustee
Brian McsherryTrustee
Henry ArtlipTrustee
Jeff LukitshTrustee
John HoppTrustee
Ken WiesbrookTrustee
Kevin GalassTrustee
Ric DahlmanTrustee
Robert BaierTrustee
Pat HudgensSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$215,130
Program Service Revenue
$2,376,949
Investment Income
$12,940
Other Revenue
$38,954
All Other Contributions
$27,000
Change in Net Assets
$470,812

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,643,973
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-78,707
Total Revenue per Audited Statements
$2,565,266
Total Revenue per Form 990
$2,643,973
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,385,744
Other Expenses$730,062
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$859,418
Occupancy---$419,666
Pension Plan Contributions---$256,791
Other Employee Benefits---$206,774
Depreciation Depletion---$103,660
Payroll Taxes---$62,761
Benefits to Members---$57,355
Information Technology---$28,463
Office Expenses---$23,964
Conferences and Meetings---$18,766
Fees for Services Accounting---$18,299
Insurance---$12,452
Other Expenses---$11,693
Fees for Services Legal---$4,153
Total Functional Expenses$0$0$0$2,173,161

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,173,161
Total Expenses per Audited Statements$2,173,161
Total Expenses per Form 990$2,173,161
Expenses Not Reported on Financial Statements$0
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 Affiliated Funds and Union$142,129
Accrued Payroll Taxes & Withholdings$2,322
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
Yes
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 B, Line 11B

“The trustees have authorized the chairman and secretary to review and execute any documents on behalf of the trustees.”

Form 990, Part VI, Section B, Line 12C

“In no event may the trustees or any fiduciary of the plan engage in "prohibited transactions" as defined by erisa. Any transactions that may be potential conflicts of interest or potential prohibited transactions are required to be brought to the attention of the entire board for review and discussion with the organization's legal counsel. In addition, periodic statements disclosing potential conflicts of interest are submitted by the director of training and union trustees.”

Form 990, Part VI, Section B, Line 15

“Compensation for the organization's director of training and instructors is based on the same wage rates negotiated through the smart local 265 union collective bargaining agreement.”

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
Smart Local 265 Education and Training
EIN
36-6148078
Phone
6306680110
Address
205 ALEXANDRA WAY, CAROL STREAM, IL 60188-2198

Signing Officer

Name
John Daniel
Title
Trustee
Phone
6306680110
Signed
2023-03-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Daniel
Formed
1966
Legal Domicile
Il
Voting Board Members
10
Independent Board Members
10
Employees
12
Volunteers
0

Preparer

Firm
Calibre CPA Group Pllc
Address
230 WEST MONROE STREET SUITE 310, CHICAGO, IL 60606
Preparer
Andy Hein
Phone
3126550037
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The plan qualifies under section 501(c)(5) of the internal revenue code and is, therefore, subject to tax only on income, if any, unrelated to its tax-exempt purpose. Management is required to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the taxing authorities. As of june 30, 2022 and 2021, there were no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan's forms 990, return of organization exempt from income tax, for the fiscal years 2019 through 2021 are subject to examination by the irs, generally for three years after they were filed.”

Raw XML AppendixShowing 400 of 584 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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IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR OF TRAINING
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IRS990/Form990PartVIISectionAGrp/TitleTxt14INSTRUCTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15INSTRUCTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16INSTRUCTOR
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN QUALIFIES UNDER SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE AND IS, THEREFORE, SUBJECT TO TAX ONLY ON INCOME, IF ANY, UNRELATED TO ITS TAX-EXEMPT PURPOSE. MANAGEMENT IS REQUIRED TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. AS OF JUNE 30, 2022 AND 2021, THERE WERE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN'S FORMS 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR THE FISCAL YEARS 2019 THROUGH 2021 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2133657
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3125482
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt4119572
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt236953
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt436070
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt026062
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt125721
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt225765
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt325885
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt30
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,574,404
Liabilities
$183,714
Net assets
$3,390,690
Revenue
$2,643,973
Expenses
$2,173,161
Net income
$470,812
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$12.9$7.86$5.00$3.45$3.00$0.45
2024Detailed filing. Detailed filing data is available for this year.$4.63$0.08$4.55$3.13$2.50$0.62
2023Detailed filing. Detailed filing data is available for this year.$4.01$0.09$3.92$2.81$2.37$0.45
2022Detailed filing. Detailed filing data is available for this year.$3.57$0.18$3.39$2.64$2.17$0.47
2021Detailed filing. Detailed filing data is available for this year.$3.24$0.24$3.00$2.17$1.87$0.30
2020Detailed filing. Detailed filing data is available for this year.$2.78$0.05$2.73$1.94$1.87$0.07