Civic Intelligence

Trust Fund for Education Technical Engineering Division Local 130 Ua

990 • Fiscal year 2018 • EIN 36-7004811

Jun 01, 2017 to May 31, 2018 • Filed on Mar 20, 2019

Organization ProfileWWW.PLUMBERSLU130UA.ORG
1340 West Washington BoulevardChicago, IL 60607

(312) 226-5000

Siviq Scores

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

Liabilities / Assets

78th percentile

0.09x

Higher debt load relative to assets than 78% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

86th percentile

0.18x

Higher debt load relative to revenue than 86% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Net Margin

93rd percentile

34%

Higher net margin than 93% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

86th percentile

22%

Faster asset growth than 86% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2016 to 2018

Revenue Growth

97th percentile

56%

Faster revenue growth than 97% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2016 to 2018

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$679,647

Up $222,506 (+49%) from 2016

Net Assets

Up

$615,084

Up $215,824 (+54%) from 2016

Liabilities

Up

$64,563

Up $6,682 (+12%) from 2016

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin93rd percentile

Revenue

Up

$351,475

Up $206,254 (+142%) from 2016

Expenses

Up

$232,668

Up $123,950 (+114%) from 2016

Net Income

Up

$118,807

Up $82,304 (+225%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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 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

2018

Assets$679,647
Liabilities$64,563
Net Assets$615,084
Open 2018 Filing

Operations Trend

Revenue Growth97th percentile

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 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

2018

Revenue$351,475
Expenses$232,668
Net Income$118,807
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Mar 20, 2019
Return Version
2017v2.3
Gross Receipts
$460,475
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.

Apprentice and jouneymen training

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$311,036$436,318▲ $125,282
Cash and Non-Interest-Bearing Accounts$199,024$134,113▼ $64,911
Land, Buildings, and Equipment, Net$1,962$74,066▲ $72,104
Accounts Receivable$21,650$30,483▲ $8,833
Prepaid Expenses and Deferred Charges$3,056$2,517▼ $539
Savings and Temporary Cash Investments$0$1,022▲ $1,022
Total Assets$536,728$679,647▲ $142,919
Other Assets Total$0$1,128▲ $1,128
Liabilities
Other Liabilities$0$58,221▲ $58,221
Accounts Payable and Accrued Expenses$45,771$6,342▼ $39,429
Total Liabilities$45,771$64,563▲ $18,792
Net Assets / Fund Balance
Unrestricted Net Assets$490,957$615,084▲ $124,127
Total Net Assets Fund Balance$490,957$615,084▲ $124,127
Total Liabilities and Net Assets / Fund Balance$536,728$679,647▲ $142,919

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$74,066$14,427$88,493
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
James F CoyneCo-chairman
Michael O FalkCo-chairman
Bartholomew F HolzhauserTrustee
Brian M DunnTrustee
Craig S NagdemanTrustee
Daniel J MclaughlinTrustee
Jay RipskyTrustee
Paul J HinterlongTrustee
Joseph OhmFund Administrator
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$340,491
Investment Income
$10,984
Other Revenue
$0
Change in Net Assets
$118,807

Audited Revenue Reconciliation

Revenue per Audited Statements
$351,475
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$5,320
Total Revenue per Audited Statements
$356,795
Total Revenue per Form 990
$351,475
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$159,025
Other Expenses$73,643
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$96,614
Other Employee Benefits---$25,513
Pension Plan Contributions---$23,226
Fees for Services Accounting---$12,280
Depreciation Depletion---$8,111
Fees for Services Legal---$7,691
Payroll Taxes---$7,638
Occupancy---$7,362
Current Officers, Directors, Trustees, and Key Employees---$6,034
Information Technology---$5,125
Office Expenses---$3,931
Insurance---$3,419
Fees for Service Investment Mgmnt Fees---$1,667
Conferences and Meetings---$1,283
Fees for Services Other---$437
Other Expenses---$324
Total Functional Expenses$0$0$0$232,668

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$232,668
Total Expenses per Audited Statements$232,668
Total Expenses per Form 990$232,668
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 Related Organizations$58,221
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
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 A, Line 8B

“No committees exist that possess the authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is provided to the co-chairmen and fund administrator for review and approval prior to its filing.”

Form 990, Part VI, Section C, Line 19

“The fund makes its governing documents and financial statements available upon request.”

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
Co-chairman
Phone
3122265000
Signed
2019-03-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James F Coyne
Formed
1992
Legal Domicile
Il
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Legacy Professionals Llp
Address
4 WESTBROOK CORPORATE CTR 700, WESTCHESTER, IL 60154
Preparer
Renee Speck
Phone
3123680500
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require the fund to evaluate tax positions taken by the fund and recognize a tax liability if the fund has taken an uncertain position that more likely than not would not be sustained upon examination by tax authorities. The fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix391 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/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE FUND TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. 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/TotalBookValueLandBuildingsAmt074066
IRS990ScheduleD/TotalExpensesPerForm990Amt0232668
IRS990ScheduleD/TotalLiabilityAmt058221
IRS990ScheduleD/TotalRevenuePerForm990Amt0351475
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0356795
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0232668
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO COMMITTEES EXIST THAT POSSESS THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PROVIDED TO THE CO-CHAIRMEN AND FUND ADMINISTRATOR FOR REVIEW AND APPROVAL PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NOT APPLICABLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PENSION FUND-TECHNICAL ENGINEERING DIVISION LOCAL 130 UA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0366493093
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0401(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDES PENSION BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0NOT APPLICABLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01340 W WASHINGTON BLVD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CHICAGO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd060607
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0536728
IRS990/TotalAssetsEOYAmt0679647
IRS990/TotalAssetsGrp/BOYAmt0536728
IRS990/TotalAssetsGrp/EOYAmt0679647
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0232668
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt045771
IRS990/TotalLiabilitiesEOYAmt064563
IRS990/TotalLiabilitiesGrp/BOYAmt045771
IRS990/TotalLiabilitiesGrp/EOYAmt064563
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0490957
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0615084
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0340491
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt010984
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0340491
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0351475
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0536728
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0679647
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0490957
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0615084
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01340 WEST WASHINGTON BOULEVARD
IRS990/USAddress/CityNm0CHICAGO
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060607
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.PLUMBERSLU130UA.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES F COYNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum03122265000
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRUST FUND FOR EDUCATION TECHNICAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ENGINEERING DIVISION LOCAL 130 UA
ReturnHeader/Filer/BusinessNameControlTxt0TRUS
ReturnHeader/Filer/EIN0367004811
ReturnHeader/Filer/PhoneNum03122265000
ReturnHeader/Filer/USAddress/AddressLine1Txt01340 WEST WASHINGTON BOULEVARD
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060607
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0278CD66A7D7B92105B3DA48031F64D615882558C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DBF743AF1216C3B70D6C9C598EE47CA4DBC4F1E6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.235.239.120
ReturnHeader/FilingSecurityInformation/IPDt02019-03-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:10:45
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320043599
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEGACY PROFESSIONALS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04 WESTBROOK CORPORATE CTR 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060154
ReturnHeader/PreparerPersonGrp/PhoneNum03123680500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RENEE SPECK
ReturnHeader/ReturnTs02019-03-20T10:10:15-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-06-01
ReturnHeader/TaxPeriodEndDt02018-05-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$679,647
Liabilities
$64,563
Net assets
$615,084
Revenue
$351,475
Expenses
$232,668
Net income
$118,807
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.03$0.99$0.46$0.40$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.06$1.01$0.44$0.39$0.05
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.05$0.78$0.43$0.28$0.15
2018Detailed filing. Detailed filing data is available for this year.$0.68$0.06$0.62$0.35$0.23$0.12
2016Detailed filing. Detailed filing data is available for this year.$0.46$0.06$0.40$0.15$0.11$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.38$0.02$0.36$0.09$0.02$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.03$0.25$0.06$0.04$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.03$0.23$0.06$0.06$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.04$0.23$0.04$0.06$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.03$0.25$0.08$0.07$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)5 • $500k-$1M nonprofits