Civic Intelligence

Trust Fund for Education Technical Engineering Division Local 130 Ua

990 • Fiscal year 2019 • EIN 36-7004811

Jun 01, 2018 to May 31, 2019 • Filed on Feb 12, 2020

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

69th percentile

0.06x

Higher debt load relative to assets than 69% of similar nonprofits.

2019 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

77th percentile

0.12x

Higher debt load relative to revenue than 77% of similar nonprofits.

2019 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2019

Net Margin

92nd percentile

35%

Higher net margin than 92% of similar nonprofits.

2019 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

17th percentile

$0

Higher top officer pay than 17% of similar nonprofits.

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

2019 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2019

Asset Growth

85th percentile

22%

Faster asset growth than 85% of similar nonprofits.

2019 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

87th percentile

21%

Faster revenue growth than 87% of similar nonprofits.

2019 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$831,228

Up $151,581 (+22%) from 2018

Net Assets

Up

$782,246

Up $167,162 (+27%) from 2018

Liabilities

Down

$48,982

Down $15,581 (-24%) from 2018

Revenue

Up

$425,642

Up $74,167 (+21%) from 2018

Expenses

Up

$275,568

Up $42,900 (+18%) from 2018

Net Income

Up

$150,074

Up $31,267 (+26%) from 2018

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 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

2019

Assets$831,228
Liabilities$48,982
Net Assets$782,246

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 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

2019

Revenue$425,642
Expenses$275,568
Net Income$150,074
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Feb 12, 2020
Return Version
2018v3.1
Gross Receipts
$1,202,483
Mission and Program Overview

Mission

Apprentice and journeymen training

Apprentice and jouneymen training

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$436,318$609,730▲ $173,412
Cash and Non-Interest-Bearing Accounts$134,113$122,947▼ $11,166
Land, Buildings, and Equipment, Net$74,066$59,463▼ $14,603
Accounts Receivable$30,483$34,519▲ $4,036
Prepaid Expenses and Deferred Charges$2,517$2,643▲ $126
Savings and Temporary Cash Investments$1,022$473▼ $549
Total Assets$679,647$831,228▲ $151,581
Other Assets Total$1,128$1,453▲ $325
Liabilities
Other Liabilities$58,221$46,853▼ $11,368
Accounts Payable and Accrued Expenses$6,342$2,129▼ $4,213
Total Liabilities$64,563$48,982▼ $15,581
Net Assets / Fund Balance
Unrestricted Net Assets$615,084$782,246▲ $167,162
Total Net Assets Fund Balance$615,084$782,246▲ $167,162
Total Liabilities and Net Assets / Fund Balance$679,647$831,228▲ $151,581

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$59,463$30,102$89,565
Compensation and Service Providers

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$413,867
Investment Income
$11,775
Other Revenue
$0
Change in Net Assets
$150,074

Audited Revenue Reconciliation

Revenue per Audited Statements
$425,642
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$17,088
Total Revenue per Audited Statements
$442,730
Total Revenue per Form 990
$425,642
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$198,376
Other Expenses$77,192
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$176,509
Depreciation Depletion---$15,675
Occupancy---$14,997
Conferences and Meetings---$11,707
Payroll Taxes---$9,931
Other Salaries and Wages---$7,581
Fees for Services Accounting---$6,500
Fees for Services Legal---$5,495
Insurance---$3,159
Office Expenses---$2,434
Pension Plan Contributions---$2,427
Fees for Service Investment Mgmnt Fees---$2,000
Other Employee Benefits---$1,928
Information Technology---$1,237
Fees for Services Other---$581
Other Expenses---$490
Total Functional Expenses$0$0$0$275,568

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$275,568
Total Expenses per Audited Statements$275,568
Total Expenses per Form 990$275,568
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$46,853
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
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.

Form 990, Part VII, Section A, Column D and E

Paul tran serves as a trustee and a full-time instructor for the fund. Accordingly, he is compensated for his time spent on instruction to the apprentices, however, his compensation is paid by an affiliated entity that does not meet the definition of related for schedule r, part ii. The filing organization reimburses the affiliated entity for the entirety of the compensation to paul. As a result, his compensation including salaries and fringe benefits is reported as officer compensation on part ix, line 5, but is not identified on part vii column d, e, or f. Furthermore, because paul is not compensated by the filing organization or a related organization as defined by schedule r, he is identified as independent on part vi, section a, line 1b. A similar arrangement also pertains to the fund administrator.

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
2020-02-12
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
Brandon Wolber
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 AppendixShowing 400 of 413 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt06342
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02129
IRS990/AccountsReceivableGrp/BOYAmt030483
IRS990/AccountsReceivableGrp/EOYAmt034519
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0APPRENTICE AND JOUNEYMEN TRAINING
IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JOSEPH OHM - FUND ADMINISTRATOR
IRS990/BooksInCareOfDetail/PhoneNum03122265000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01340 WEST WASHINGTON BOULEVARD
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHICAGO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd060607
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0134113
IRS990/CashNonInterestBearingGrp/EOYAmt0122947
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0176509
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt011707
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt011775
IRS990/CYOtherExpensesAmt077192
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0413867
IRS990/CYRevenuesLessExpensesAmt0150074
IRS990/CYSalariesCompEmpBnftPaidAmt0198376
IRS990/CYTotalExpensesAmt0275568
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0425642
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt015675
IRS990/Desc0TO 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.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt06500
IRS990/FeesForServicesLegalGrp/TotalAmt05495
IRS990/FeesForServicesOtherGrp/TotalAmt0581
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt02000
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0JAMES F COYNE
IRS990/Form990PartVIISectionAGrp/PersonNm1BRIAN M DUNN
IRS990/Form990PartVIISectionAGrp/PersonNm2PAUL A HINTERLONG
IRS990/Form990PartVIISectionAGrp/PersonNm3BARTHOLOMEW F HOLZHAUSER
IRS990/Form990PartVIISectionAGrp/PersonNm4MICHAEL O FALK
IRS990/Form990PartVIISectionAGrp/PersonNm5JAY RIPSKY
IRS990/Form990PartVIISectionAGrp/PersonNm6CRAIG S NAGDEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm7DANIEL J MCLAUGHLIN
IRS990/Form990PartVIISectionAGrp/PersonNm8PAUL A TRAN
IRS990/Form990PartVIISectionAGrp/PersonNm9MICHAEL MAJCINA
IRS990/Form990PartVIISectionAGrp/PersonNm10JOSEPH OHM
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0CO-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt4CO-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE - NEW / INSTRUCTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE - NEW
IRS990/Form990PartVIISectionAGrp/TitleTxt10FUND ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01992
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-1441
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0775400
IRS990/GrossReceiptsAmt01202483
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt01237
IRS990/InsuranceGrp/TotalAmt03159
IRS990/InvestmentIncomeGrp/ExclusionAmt013216
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt013216
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0436318
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0609730
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt030102
IRS990/LandBldgEquipBasisNetGrp/BOYAmt074066
IRS990/LandBldgEquipBasisNetGrp/EOYAmt059463
IRS990/LandBldgEquipCostOrOtherBssAmt089565
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0776841
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0APPRENTICE AND JOURNEYMEN TRAINING
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0615084
IRS990/NetAssetsOrFundBalancesEOYAmt0782246
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-1441
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1441
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt017088
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt014997
IRS990/OfficeExpensesGrp/TotalAmt02434
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01128
IRS990/OtherAssetsTotalGrp/EOYAmt01453
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01928
IRS990/OtherExpensesGrp/Desc0TOOLS AND TRAINING SUPP
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2SHARED EXPENSES - DATA
IRS990/OtherExpensesGrp/Desc3EXAMS
IRS990/OtherExpensesGrp/TotalAmt09499
IRS990/OtherExpensesGrp/TotalAmt11821
IRS990/OtherExpensesGrp/TotalAmt21597
IRS990/OtherExpensesGrp/TotalAmt3490
IRS990/OtherLiabilitiesGrp/BOYAmt058221
IRS990/OtherLiabilitiesGrp/EOYAmt046853
IRS990/OtherSalariesAndWagesGrp/TotalAmt07581
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt09931
IRS990/PensionPlanContributionsGrp/TotalAmt02427
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02517
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02643
IRS990/PrincipalOfficerNm0JAMES F COYNE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0CONTRACTOR CONTRIBUTIO
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0413867
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0413867
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt010984
IRS990/PYOtherExpensesAmt073643
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0340491
IRS990/PYRevenuesLessExpensesAmt0118807
IRS990/PYSalariesCompEmpBnftPaidAmt0159025
IRS990/PYTotalExpensesAmt0232668
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0351475
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0150074
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01022
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0473
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt059463
IRS990ScheduleD/EquipmentGrp/DepreciationAmt030102
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt089565
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0275568
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt017088
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt046853
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED ORGANIZATIONS
IRS990ScheduleD/RevenueNotReportedAmt017088
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0425642
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/TotalBookValueLandBuildingsAmt059463
IRS990ScheduleD/TotalExpensesPerForm990Amt0275568
IRS990ScheduleD/TotalLiabilityAmt046853
IRS990ScheduleD/TotalRevenuePerForm990Amt0425642
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0442730
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0275568
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/ExplanationTxt3PAUL TRAN SERVES AS A TRUSTEE AND A FULL-TIME INSTRUCTOR FOR THE FUND. ACCORDINGLY, HE IS COMPENSATED FOR HIS TIME SPENT ON INSTRUCTION TO THE APPRENTICES, HOWEVER, HIS COMPENSATION IS PAID BY AN AFFILIATED ENTITY THAT DOES NOT MEET THE DEFINITION OF RELATED FOR SCHEDULE R, PART II. THE FILING ORGANIZATION REIMBURSES THE AFFILIATED ENTITY FOR THE ENTIRETY OF THE COMPENSATION TO PAUL. AS A RESULT, HIS COMPENSATION INCLUDING SALARIES AND FRINGE BENEFITS IS REPORTED AS OFFICER COMPENSATION ON PART IX, LINE 5, BUT IS NOT IDENTIFIED ON PART VII COLUMN D, E, OR F. FURTHERMORE, BECAUSE PAUL IS NOT COMPENSATED BY THE FILING ORGANIZATION OR A RELATED ORGANIZATION AS DEFINED BY SCHEDULE R, HE IS IDENTIFIED AS INDEPENDENT ON PART VI, SECTION A, LINE 1B. A SIMILAR ARRANGEMENT ALSO PERTAINS TO THE FUND ADMINISTRATOR.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VII, SECTION A, COLUMN D AND E
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/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0679647
IRS990/TotalAssetsEOYAmt0831228
IRS990/TotalAssetsGrp/BOYAmt0679647
IRS990/TotalAssetsGrp/EOYAmt0831228
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0275568
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt064563
IRS990/TotalLiabilitiesEOYAmt048982
IRS990/TotalLiabilitiesGrp/BOYAmt064563
IRS990/TotalLiabilitiesGrp/EOYAmt048982
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0615084
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0782246
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0413867
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt011775
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0413867
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0425642
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0679647
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0831228
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0615084
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0782246
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/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES F COYNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum03122265000
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-12
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/AtSubmissionCreationDeviceId04FACE35E664BE34504C05171139E07BD5A8DA47B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0013BD4BEA457AB31DE8385915B9401809CC4B7ED
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.235.239.120
ReturnHeader/FilingSecurityInformation/IPDt02020-02-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:35:19

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings