Civic Intelligence

Trust Fund for Education Technical Engineering Division Local 130 Ua

990EZ • Fiscal year 2014 • EIN 36-7004811

Jun 01, 2013 to May 31, 2014 • Filed on Mar 12, 2015

1340 West Washington Boulevard60607

(312) 226-5000

Siviq Scores

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

Liabilities / Assets

81st percentile

0.05x

Higher debt load relative to assets than 81% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

94th percentile

0.25x

Higher debt load relative to revenue than 94% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Net Margin

99th percentile

73%

Higher net margin than 99% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Asset Growth

73rd percentile

12%

Faster asset growth than 73% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

77th percentile

11%

Faster revenue growth than 77% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$312,786

Up $33,345 (+12%) from 2013

Net Assets

Up

$296,938

Up $46,765 (+19%) from 2013

Liabilities

Down

$15,848

Down $13,420 (-46%) from 2013

Revenue

Up

$64,237

Up $6,286 (+11%) from 2013

Expenses

Down

$17,472

Down $20,413 (-54%) from 2013

Net Income

Up

$46,765

Up $26,699 (+133%) from 2013

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $288,694Liabilities 2010: $34,261Net Assets 2010: $254,4332010Assets 2011: $277,369Liabilities 2011: $44,288Net Assets 2011: $233,0812011Assets 2012: $261,571Liabilities 2012: $31,464Net Assets 2012: $230,1072012Assets 2013: $279,441Liabilities 2013: $29,268Net Assets 2013: $250,1732013Assets 2014: $312,786Liabilities 2014: $15,848Net Assets 2014: $296,9382014Assets 2015: $380,181Liabilities 2015: $16,483Net Assets 2015: $363,6982015Assets 2016: $457,141Liabilities 2016: $57,881Net Assets 2016: $399,2602016Assets 2018: $679,647Liabilities 2018: $64,563Net Assets 2018: $615,0842018Assets 2019: $831,228Liabilities 2019: $48,982Net Assets 2019: $782,2462019Assets 2021: $1,068,627Liabilities 2021: $55,779Net Assets 2021: $1,012,8482021Assets 2022: $1,021,875Liabilities 2022: $27,995Net Assets 2022: $993,8802022

Highlighted filing

2014

Assets$312,786
Liabilities$15,848
Net Assets$296,938

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2010: $81,631Expenses 2010: $69,019Net Income 2010: $12,6122010Revenue 2011: $39,675Expenses 2011: $61,027Net Income 2011: -$21,3522011Revenue 2012: $56,911Expenses 2012: $59,885Net Income 2012: -$2,9742012Revenue 2013: $57,951Expenses 2013: $37,885Net Income 2013: $20,0662013Revenue 2014: $64,237Expenses 2014: $17,472Net Income 2014: $46,7652014Revenue 2015: $91,683Expenses 2015: $22,946Net Income 2015: $68,7372015Revenue 2016: $145,221Expenses 2016: $108,718Net Income 2016: $36,5032016Revenue 2018: $351,475Expenses 2018: $232,668Net Income 2018: $118,8072018Revenue 2019: $425,642Expenses 2019: $275,568Net Income 2019: $150,0742019Revenue 2021: $439,945Expenses 2021: $393,760Net Income 2021: $46,1852021Revenue 2022: $462,834Expenses 2022: $397,677Net Income 2022: $65,1572022

Highlighted filing

2014

Revenue$64,237
Expenses$17,472
Net Income$46,765
Jump To
Filing Snapshot
Filing Period
Jun 1, 2013 to May 31, 2014
Signed
Mar 12, 2015
Return Version
2013v4.0
Gross Receipts
$64,237
Mission and Program Overview

Mission

Apprentice and journeymen training

The purpose of the organization is to defray the cost of the Apprentice and Journeyman Training Programs which is to provide proper education and training for Apprentices and continuing education for Technical Engineers to assist them in carrying out their duties and to remain current in developments in the trade.

Program Services

DescriptionGrantsExpenses
The organization achieved its objective by providing for the proper continuing education of Technical Engineers to assist them in carrying out their duties and to remain current in developments in the trade. The Journeyman Training Program was available to approximately 199 Technical Engineers during the year.--
The organization also achieved its objective by providing for the proper education and training of 5 individuals in the Apprentice Training Program.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
James F CoyneTrustee (Union)-$0--
Brian M DunnTrustee (Union)-$0--
Thomas E GavinTrustee (Union)-$0--
Craig S NagdemanTrustee(Emplyr)-$0--
Jay RipskyTrustee(Emplyr)-$0--
Michael O FalkTrustee(Emplyr)-$0--
Denise HerdrichTrustee(Emplyr)-$0--
Rick JeschkeTrustee(Emplyr)-$0--
Filing and Contact Details

Filer

EIN
36-7004811
Phone
3122265000

Signing Officer

Name
James F Coyne
Title
Trustee
Signed
2015-03-12
Discuss with paid preparer
Yes

Preparer

Preparer
Frank C Tlusty
Phone
8472720001
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $100

Other Expenses.1009

Depreciation $317

Other Expenses.1

Insurance $3443

Other Expenses.2

Data processing expenses $272

Other Expenses.3

Meeting expenses $73

Other Expenses.5

Travel expenses $22

Other Expenses.6

Parking and Security $7

Other Expenses.7

Repairs and maintenance $2

Other Assets.1002

Furniture and Fixtures - Beginning $290 Furniture and Fixtures - Ending $3637

Other Assets.1005

Accounts Receivable - Beginning $15719 Accounts Receivable - Ending $8310

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $3086 Prepaid Expenses and Deferred Charges - Ending $2845

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $29268 Accounts Payable and Accrued Expenses - Ending $15848

Form 990-EZ, Part 1, Line 12-Salaries, other compensation & empl ben

This organization reimbursed all salaries and related expenses to an unrelated organization which is tax-exempt under section 501(c). The unrelated organization is responsible for reporting the respective employee earnings on Forms W-2 and 941 accordingly.

Raw XML Appendix148 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Terry J Musto
IRS990EZ/BooksInCareOfDetail/PhoneNum03122265000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine101340 West Washington Boulevard
IRS990EZ/BooksInCareOfDetail/USAddress/City0Chicago
IRS990EZ/BooksInCareOfDetail/USAddress/State0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0606071936
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0260346
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0297994
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt046765
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt010400
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt0312786
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt064237
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0250173
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0296938
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0250173
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0296938
IRS990EZ/OccupancyRentUtltsAndMaintAmt096
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.08
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.28
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.08
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.38
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.08
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.08
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0James F Coyne
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Brian M Dunn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Thomas E Gavin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Craig S Nagdeman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jay Ripsky
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Michael O Falk
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Denise Herdrich
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Rick Jeschke
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee (Union)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee (Union)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee (Union)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee(Emplyr)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee(Emplyr)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee(Emplyr)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Trustee(Emplyr)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Trustee(Emplyr)
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt019095
IRS990EZ/OtherAssetsTotalDetail/EOYAmt014792
IRS990EZ/OtherExpensesTotalAmt04236
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The purpose of the organization is to defray the cost of the Apprentice and Journeyman Training Programs which is to provide proper education and training for Apprentices and continuing education for Technical Engineers to assist them in carrying out their duties and to remain current in developments in the trade.
IRS990EZ/PrintingPublicationsPostageAmt026
IRS990EZ/ProgramServiceRevenueAmt064237
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The organization achieved its objective by providing for the proper continuing education of Technical Engineers to assist them in carrying out their duties and to remain current in developments in the trade. The Journeyman Training Program was available to approximately 199 Technical Engineers during the year.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1The organization also achieved its objective by providing for the proper education and training of 5 individuals in the Apprentice Training Program.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt02714
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt029268
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt015848
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt017472
IRS990EZ/TotalRevenueAmt064237
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0www.plumberslu130ua.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation $317
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $3443
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Data processing expenses $272
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Meeting expenses $73
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Travel expenses $22
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Parking and Security $7
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Repairs and maintenance $2
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Furniture and Fixtures - Beginning $290 Furniture and Fixtures - Ending $3637
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Accounts Receivable - Beginning $15719 Accounts Receivable - Ending $8310
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Prepaid Expenses and Deferred Charges - Beginning $3086 Prepaid Expenses and Deferred Charges - Ending $2845
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Accounts Payable and Accrued Expenses - Beginning $29268 Accounts Payable and Accrued Expenses - Ending $15848
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12This organization reimbursed all salaries and related expenses to an unrelated organization which is tax-exempt under section 501(c). The unrelated organization is responsible for reporting the respective employee earnings on Forms W-2 and 941 accordingly.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part 1, Line 12-Salaries, other compensation & empl ben
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0James F Coyne
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10Trust Fund for Education Technical
ReturnHeader/Filer/BusinessName/BusinessNameLine20Engineering Division Local 130 UA
ReturnHeader/Filer/BusinessNameControlTxt0TRUS
ReturnHeader/Filer/EIN0367004811
ReturnHeader/Filer/PhoneNum03122265000
ReturnHeader/Filer/USAddress/AddressLine101340 West Washington Boulevard
ReturnHeader/Filer/USAddress/City0Chicago
ReturnHeader/Filer/USAddress/State0IL
ReturnHeader/Filer/USAddress/ZIPCode060607
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Kaplan & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1060 Revere Dr Suite 910
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Northbrook
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0600621576
ReturnHeader/PreparerPersonGrp/PhoneNum08472720001
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Frank C Tlusty
ReturnHeader/ReturnTs02015-03-16T09:02:48-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-06-01
ReturnHeader/TaxPeriodEndDt02014-05-31
ReturnHeader/TaxYr02013

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Filings