Civic Intelligence

Trust Fund for Education Technical Engineering Division Local 130 Ua

990 • Fiscal year 2020 • EIN 36-7004811

Jun 01, 2019 to May 31, 2020 • Filed on Mar 17, 2021

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

80th percentile

0.09x

Higher debt load relative to assets than 80% of similar nonprofits.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

87th percentile

0.20x

Higher debt load relative to revenue than 87% of similar nonprofits.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2020

Net Margin

74th percentile

22%

Higher net margin than 74% of similar nonprofits.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

2020 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2020

Asset Growth

81st percentile

20%

Faster asset growth than 81% of similar nonprofits.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

59th percentile

1.0%

Faster revenue growth than 59% of similar nonprofits.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$999,213

Up $167,985 (+20%) from 2019

Net Assets

Up

$913,034

Up $130,788 (+17%) from 2019

Liabilities

Up

$86,179

Up $37,197 (+76%) from 2019

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin74th percentile

Revenue

Up

$430,108

Up $4,466 (+1.0%) from 2019

Expenses

Up

$336,001

Up $60,433 (+22%) from 2019

Net Income

Down

$94,107

Down $55,967 (-37%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth81st 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 2020: $999,213Liabilities 2020: $86,179Net Assets 2020: $913,0342020Assets 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

2020

Assets$999,213
Liabilities$86,179
Net Assets$913,034
Open 2020 Filing

Operations Trend

Revenue Growth59th 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 2020: $430,108Expenses 2020: $336,001Net Income 2020: $94,1072020Revenue 2021: $439,945Expenses 2021: $393,760Net Income 2021: $46,1852021Revenue 2022: $462,834Expenses 2022: $397,677Net Income 2022: $65,1572022

Highlighted filing

2020

Revenue$430,108
Expenses$336,001
Net Income$94,107
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Mar 17, 2021
Return Version
2019v5.2
Gross Receipts
$430,108
Mission and Program Overview

Mission

Apprentice and journeymen training

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$609,730$661,217▲ $51,487
Cash and Non-Interest-Bearing Accounts$122,947$206,522▲ $83,575
Land, Buildings, and Equipment, Net$59,463$95,002▲ $35,539
Accounts Receivable$34,519$32,207▼ $2,312
Prepaid Expenses and Deferred Charges$2,643$2,585▼ $58
Savings and Temporary Cash Investments$473$481▲ $8
Total Assets$831,228$999,213▲ $167,985
Other Assets Total$1,453$1,199▼ $254
Liabilities
Other Liabilities$46,853$80,538▲ $33,685
Accounts Payable and Accrued Expenses$2,129$5,641▲ $3,512
Total Liabilities$48,982$86,179▲ $37,197
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$782,246$913,034▲ $130,788
Total Net Assets Fund Balance$782,246$913,034▲ $130,788
Total Liabilities and Net Assets / Fund Balance$831,228$999,213▲ $167,985

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$95,002$55,577$150,579
Compensation and Service Providers
Top Officer Pay33rd percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$414,687
Investment Income
$14,815
Other Revenue
$606
Change in Net Assets
$94,107

Audited Revenue Reconciliation

Revenue per Audited Statements
$430,108
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$36,681
Total Revenue per Audited Statements
$466,789
Total Revenue per Form 990
$430,108
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$207,713
Other Expenses$128,288
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---$179,649
Depreciation Depletion---$25,475
Information Technology---$18,647
Occupancy---$15,360
Conferences and Meetings---$15,298
Payroll Taxes---$10,234
Other Salaries and Wages---$9,862
Fees for Services Legal---$7,511
Fees for Services Accounting---$6,500
Advertising---$5,790
Pension Plan Contributions---$4,337
Other Employee Benefits---$3,631
Office Expenses---$3,283
Insurance---$2,910
Fees for Service Investment Mgmnt Fees---$2,000
Other Expenses---$780
Fees for Services Other---$657
All Other Expenses---$188
Total Functional Expenses$0$0$0$336,001

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$336,001
Total Expenses per Audited Statements$336,001
Total Expenses per Form 990$336,001
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$80,538
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
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
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.”

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
2021-03-17
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 Appendix393 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/BOYAmt02129
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt05641
IRS990/AccountsReceivableGrp/BOYAmt034519
IRS990/AccountsReceivableGrp/EOYAmt032207
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0APPRENTICE AND JOURNEYMEN TRAINING
IRS990/AdvertisingGrp/TotalAmt05790
IRS990/AllOtherExpensesGrp/TotalAmt0188
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
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IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0179649
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt015298
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
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IRS990/CYGrantsAndSimilarPaidAmt00
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IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt025475
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
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IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt06500
IRS990/FeesForServicesLegalGrp/TotalAmt07511
IRS990/FeesForServicesOtherGrp/TotalAmt0657
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt02000
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
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/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/PersonNm0JAMES F COYNE
IRS990/Form990PartVIISectionAGrp/PersonNm1BRIAN M DUNN
IRS990/Form990PartVIISectionAGrp/PersonNm2PAUL A HINTERLONG
IRS990/Form990PartVIISectionAGrp/PersonNm3PAUL A TRAN
IRS990/Form990PartVIISectionAGrp/PersonNm4MICHAEL O FALK
IRS990/Form990PartVIISectionAGrp/PersonNm5JAY RIPSKY
IRS990/Form990PartVIISectionAGrp/PersonNm6CRAIG S NAGDEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm7MICHAEL MAJCINA
IRS990/Form990PartVIISectionAGrp/PersonNm8JOSEPH OHM
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0CO-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE / INSTRUCTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4CO-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8FUND ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01992
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0430108
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0609730
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0661217
IRS990/IRPDocumentCnt04
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IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
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IRS990/MoreThan5000KToOrgInd00
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IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0782246
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
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IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherChangesInNetAssetsAmt00
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IRS990/OtherExpensesGrp/Desc0TOOLS AND TRAINING SUPP
IRS990/OtherExpensesGrp/Desc1INSTRUCTOR ADMINISTRATI
IRS990/OtherExpensesGrp/Desc2SHARED EXPENSES - DATA
IRS990/OtherExpensesGrp/Desc3EXAMS
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IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
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IRS990/PartialLiquidationInd00
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IRS990/PoliticalCampaignActyInd00
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IRS990/PYTotalRevenueAmt0425642
IRS990/QuidProQuoContributionsInd00
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IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0473
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0481
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt095002
IRS990ScheduleD/EquipmentGrp/DepreciationAmt055577
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0150579
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0336001
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt036681
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt080538
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED ORGANIZATIONS
IRS990ScheduleD/RevenueNotReportedAmt036681
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0430108
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/TotalBookValueLandBuildingsAmt095002
IRS990ScheduleD/TotalExpensesPerForm990Amt0336001
IRS990ScheduleD/TotalLiabilityAmt080538
IRS990ScheduleD/TotalRevenuePerForm990Amt0430108
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0466789
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0336001
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/FormAndLineReferenceDesc3PART 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/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0831228
IRS990/TotalAssetsEOYAmt0999213
IRS990/TotalAssetsGrp/BOYAmt0831228
IRS990/TotalAssetsGrp/EOYAmt0999213
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0336001
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt048982
IRS990/TotalLiabilitiesEOYAmt086179
IRS990/TotalLiabilitiesGrp/BOYAmt048982
IRS990/TotalLiabilitiesGrp/EOYAmt086179
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0782246
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0913034
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0414687
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt015421
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0414687
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0430108
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0831228
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0999213
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES F COYNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum03122265000
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-17
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/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/PreparationDt02021-03-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRANDON WOLBER
ReturnHeader/ReturnTs02021-03-17T17:18:44-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-06-01
ReturnHeader/TaxPeriodEndDt02020-05-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$999,213
Liabilities
$86,179
Net assets
$913,034
Revenue
$430,108
Expenses
$336,001
Net income
$94,107
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
2020Detailed filing. Detailed filing data is available for this year.$1.00$0.09$0.91$0.43$0.34$0.09
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
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$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