Liabilities / Assets
89th percentile
Higher debt load relative to assets than 89% of similar nonprofits.
Trust Fund for Education Technical Engineering Division Local 130 Ua
990EZ • Fiscal year 2016 • EIN 36-7004811
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.13x
Liabilities / Revenue
95th percentile
Higher debt load relative to revenue than 95% of similar nonprofits.
Net Margin
88th percentile
Higher net margin than 88% of similar nonprofits.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
82nd percentile
Faster asset growth than 82% of similar nonprofits.
Revenue Growth
96th percentile
Faster revenue growth than 96% of similar nonprofits.
Balance Sheet
Assets
Up$457,141
Up $76,960 (+20%) from 2015
Net Assets
Up$399,260
Up $35,562 (+9.8%) from 2015
Liabilities
Up$57,881
Up $41,398 (+251%) from 2015
Revenue And Expenses
Revenue
Up$145,221
Up $53,538 (+58%) from 2015
Expenses
Up$108,718
Up $85,772 (+374%) from 2015
Net Income
Down$36,503
Down $32,234 (-47%) from 2015
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jun 1, 2015 to May 31, 2016
- Signed
- Mar 23, 2017
- Return Version
- 2015v3.0
- Gross Receipts
- $145,221
Mission and Program Overview
Mission
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
| Description | Grants | Expenses |
|---|---|---|
| The organization achieved its objective by being available to provide 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 196 Technical Engineers during the year. | - | - |
| The organization also achieved its objective by providing for the proper education and training of 12 individuals in the Apprentice Training Program. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| James F Coyne | Trustee (Union) | - | $0 | - | - |
| Brian M Dunn | Trustee (Union) | - | $0 | - | - |
| Thomas E Gavin | Trustee (Union) | - | $0 | - | - |
| Paul J Hinterlong | Trustee(Union) | - | $0 | - | - |
| Bartholomew F Holzhauser | Trustee(Union) | - | $0 | - | - |
| Michael O Falk | Trustee(Emplyr) | - | $0 | - | - |
| Jay Ripsky | Trustee(Emplyr) | - | $0 | - | - |
| Craig S Nagdeman | Trustee(Emplyr) | - | $0 | - | - |
| Daniel J McLaughlin | Trustee(Emplyr) | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Trust Fund for Education Technical
- EIN
- 36-7004811
- Phone
- 3122265000
- Address
- 1340 West Washington Boulevard, Chicago, IL 60607
Signing Officer
- Name
- James F Coyne
- Title
- Trustee
- Signed
- 2017-03-23
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Kaplan & Company
- Address
- 200 N Fairway Drive - Suite 172, Vernon Hills, IL 60061-1861
- Preparer
- Frank C Tlusty
- Phone
- 8472720001
Supplemental Narrative
Additional Explanations
Other Expenses.1001
“Advertising and Promotion $17000”
Other Expenses.1002
“Office Expenses $322”
Other Expenses.1003
“Information Technology $1117”
Other Expenses.1009
“Depreciation $665”
Other Expenses.1
“Insurance $3122”
Other Expenses.2
“Bank service charges $1593”
Other Expenses.3
“Data processing expenses $1141”
Other Expenses.4
“Repairs and maintenance $977”
Other Expenses.5
“Training and testing books $512”
Other Expenses.6
“Telephone expenses $278”
Other Expenses.7
“Meeting expenses $147”
Other Expenses.8
“Travel expenses $112”
Other Expenses.10
“Parking and security $24”
Other Assets.1001
“Automobiles - Beginning $108 Automobiles - Ending $83”
Other Assets.1002
“Furniture and Fixtures - Beginning $3635 Furniture and Fixtures - Ending $2995”
Other Assets.1005
“Accounts Receivable - Beginning $11665 Accounts Receivable - Ending $13392”
Other Assets.1011
“Prepaid Expenses and Deferred Charges - Beginning $2753 Prepaid Expenses and Deferred Charges - Ending $2895”
Total Liabilities.1001
“Accounts Payable and Accrued Expenses - Beginning $16483 Accounts Payable and Accrued Expenses - Ending $57881”
Form 990-EZ, Part 1, Line 12-Salaries, other compensation & empl ben
“This organization reimbursed all salaries and related expenses to three unrelated organizations which are tax-exempt under section 501(c). The three unrelated organizations are responsible for reporting the respective employee earnings on Forms W-2 and 941 accordingly.”
Raw XML Appendix168 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Joseph F Ohm |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 3122265000 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1340 West Washington Boulevard |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Chicago |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | IL |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 606071936 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 362020 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 437776 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 36503 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 21640 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form720FiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 380181 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 457141 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 1421 |
| IRS990EZ/GrossReceiptsAmt | 0 | 145221 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/InvestmentIncomeAmt | 0 | 3127 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 363698 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 399260 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 363698 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 399260 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 322 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0.36 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0.07 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0.21 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 0.26 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 0.09 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 0.38 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 0.57 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 1.32 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 0.05 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | James F Coyne |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Brian M Dunn |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Thomas E Gavin |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Paul J Hinterlong |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Bartholomew F Holzhauser |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Michael O Falk |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Jay Ripsky |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Craig S Nagdeman |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | Daniel J McLaughlin |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Trustee (Union) |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Trustee (Union) |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Trustee (Union) |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Trustee(Union) |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Trustee(Union) |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Trustee(Emplyr) |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Trustee(Emplyr) |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Trustee(Emplyr) |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | Trustee(Emplyr) |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationFiled990TInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 18161 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 19365 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -941 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 27010 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 86 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 140673 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | The organization achieved its objective by being available to provide 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 196 Technical Engineers during the year. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | The organization also achieved its objective by providing for the proper education and training of 12 individuals in the Apprentice Training Program. |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 59660 |
| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 1421 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 16483 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 57881 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 108718 |
| IRS990EZ/TotalRevenueAmt | 0 | 145221 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationTrustInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | www.plumberslu130ua.org |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Advertising and Promotion $17000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Office Expenses $322 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Information Technology $1117 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Depreciation $665 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Insurance $3122 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Bank service charges $1593 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Data processing expenses $1141 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Repairs and maintenance $977 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Training and testing books $512 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | Telephone expenses $278 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | Meeting expenses $147 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | Travel expenses $112 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | Parking and security $24 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 13 | Automobiles - Beginning $108 Automobiles - Ending $83 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 14 | Furniture and Fixtures - Beginning $3635 Furniture and Fixtures - Ending $2995 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 15 | Accounts Receivable - Beginning $11665 Accounts Receivable - Ending $13392 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 16 | Prepaid Expenses and Deferred Charges - Beginning $2753 Prepaid Expenses and Deferred Charges - Ending $2895 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 17 | Accounts Payable and Accrued Expenses - Beginning $16483 Accounts Payable and Accrued Expenses - Ending $57881 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 18 | This organization reimbursed all salaries and related expenses to three unrelated organizations which are tax-exempt under section 501(c). The three unrelated organizations are responsible for reporting the respective employee earnings on Forms W-2 and 941 accordingly. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Other Expenses.1001 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.1002 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.1003 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.1009 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Expenses.4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Expenses.5 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Other Expenses.6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Other Expenses.7 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Other Expenses.8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 12 | Other Expenses.10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 13 | Other Assets.1001 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 14 | Other Assets.1002 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 15 | Other Assets.1005 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 16 | Other Assets.1011 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 17 | Total Liabilities.1001 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 18 | Form 990-EZ, Part 1, Line 12-Salaries, other compensation & empl ben |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | James F Coyne |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Trustee |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-03-23 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Trust Fund for Education Technical |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | Engineering Division Local 130 UA |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | TRUS |
| ReturnHeader/Filer/EIN | 0 | 367004811 |
| ReturnHeader/Filer/PhoneNum | 0 | 3122265000 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1340 West Washington Boulevard |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Chicago |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | IL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 60607 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Kaplan & Company |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 200 N Fairway Drive - Suite 172 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Vernon Hills |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | IL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 600611861 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8472720001 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Frank C Tlusty |
| ReturnHeader/ReturnTs | 0 | 2017-03-24T07:37:48-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2015-06-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2016-05-31 |
| ReturnHeader/TaxYr | 0 | 2015 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $457,141
- Liabilities
- $57,881
- Net assets
- $399,260
- Revenue
- $145,221
- Expenses
- $108,718
- Net income
- $36,503