Civic Intelligence

Trust Fund for Education Technical Engineering Division Local 130 Ua

990 • Fiscal year 2023 • EIN 36-7004811

Jun 01, 2022 to May 31, 2023 • Filed on Apr 05, 2024

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

68th percentile

0.04x

Higher debt load relative to assets than 68% of similar nonprofits.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

75th percentile

0.09x

Higher debt load relative to revenue than 75% of similar nonprofits.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2023

Net Margin

61st percentile

10%

Higher net margin than 61% of similar nonprofits.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

88th percentile

$219,910

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 43.8% of source-year revenue.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2023

Asset Growth

57th percentile

6.5%

Faster asset growth than 57% of similar nonprofits.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

61st percentile

8.5%

Faster revenue growth than 61% of similar nonprofits.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$1,088,302

Up $66,427 (+6.5%) from 2022

Net Assets

Up

$1,041,074

Up $47,194 (+4.7%) from 2022

Liabilities

Up

$47,228

Up $19,233 (+69%) from 2022

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin61st percentile

Revenue

Up

$501,996

Up $39,162 (+8.5%) from 2022

Expenses

Up

$450,535

Up $52,858 (+13%) from 2022

Net Income

Down

$51,461

Down $13,696 (-21%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth57th 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: $993,8802022Assets 2023: $1,088,302Liabilities 2023: $47,228Net Assets 2023: $1,041,0742023

Highlighted filing

2023

Assets$1,088,302
Liabilities$47,228
Net Assets$1,041,074
Open 2023 Filing

Operations Trend

Revenue Growth61st 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: $65,1572022Revenue 2023: $501,996Expenses 2023: $450,535Net Income 2023: $51,4612023

Highlighted filing

2023

Revenue$501,996
Expenses$450,535
Net Income$51,461
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Apr 5, 2024
Return Version
2022v5.0
Gross Receipts
$1,410,642
Mission and Program Overview

Mission

Apprentice and journeymen training

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$993,880$1,041,074▲ $47,194
Investments in Publicly Traded Securities$834,799$873,911▲ $39,112
Cash and Non-Interest-Bearing Accounts$103,647$141,667▲ $38,020
Accounts Receivable$38,278$43,167▲ $4,889
Land, Buildings, and Equipment, Net$35,491$19,394▼ $16,097
Savings and Temporary Cash Investments$4,929$5,166▲ $237
Prepaid Expenses and Deferred Charges$80$3,606▲ $3,526
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,021,875$1,088,302▲ $66,427
Other Assets Total$4,651$1,391▼ $3,260
Liabilities
Other Liabilities$24,248$36,145▲ $11,897
Accounts Payable and Accrued Expenses$3,747$11,083▲ $7,336
Total Liabilities$27,995$47,228▲ $19,233
Net Assets / Fund Balance
Total Net Assets Fund Balance$993,880$1,041,074▲ $47,194
Total Liabilities and Net Assets / Fund Balance$1,021,875$1,088,302▲ $66,427

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$19,394$93,252$112,646
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul a TranTrustee / InstructorFT$164,510$55,400$219,910

Board Members and Trustees

NameTitle
James F CoyneCo-chairman
Brian M DunnTrustee
Craig S NagdemanTrustee
Paul a HinterlongTrustee
Brian HealyTrustee - New
Derek PattonTrustee - New
PATRICK O'NEILTrustee - New
Joseph OhmFund Administrator
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$498,041
Investment Income
$3,691
Other Revenue
$264
Change in Net Assets
$51,461

Audited Revenue Reconciliation

Revenue per Audited Statements
$501,996
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-4,267
Total Revenue per Audited Statements
$497,729
Total Revenue per Form 990
$501,996
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$266,767
Other Expenses$183,768
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---$225,802
Conferences and Meetings---$22,952
Other Salaries and Wages---$17,354
Depreciation Depletion---$16,576
Occupancy---$14,656
Payroll Taxes---$13,329
Information Technology---$10,258
Fees for Services Legal---$7,014
Fees for Services Accounting---$7,000
Advertising---$5,849
Pension Plan Contributions---$5,726
Other Employee Benefits---$4,556
Office Expenses---$3,958
Insurance---$3,055
Other Expenses---$1,708
Fees for Service Investment Mgmnt Fees---$1,223
Fees for Services Other---$957
All Other Expenses---$161
Total Functional Expenses$0$0$0$450,535

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$450,535
Total Expenses per Audited Statements$450,535
Total Expenses per Form 990$450,535
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$36,145
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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 F:

“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.”

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
2024-04-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James F Coyne
Formed
1992
Legal Domicile
Il
Voting Board Members
8
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Legacy Professionals Llp
Address
4 WESTBROOK CORPORATE CTR STE 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 Appendix395 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
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IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0APPRENTICE AND JOURNEYMEN TRAINING
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IRS990/Form990PartVIISectionAGrp/PersonNm3PAUL A TRAN
IRS990/Form990PartVIISectionAGrp/PersonNm4CRAIG S NAGDEMAN
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IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE / INSTRUCTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE - NEW
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE - NEW
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE - NEW
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IRS990/PYSalariesCompEmpBnftPaidAmt0257722
IRS990/PYTotalExpensesAmt0397677
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0462834
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt051461
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0993880
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01041074
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04929
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05166
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt019394
IRS990ScheduleD/EquipmentGrp/DepreciationAmt093252
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0112646
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0450535
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-4267
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt036145
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED ORGANIZATIONS
IRS990ScheduleD/RevenueNotReportedAmt0-4267
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0501996
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/TotalBookValueLandBuildingsAmt019394
IRS990ScheduleD/TotalExpensesPerForm990Amt0450535
IRS990ScheduleD/TotalLiabilityAmt036145
IRS990ScheduleD/TotalRevenuePerForm990Amt0501996
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0497729
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0450535
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0164510
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt026924
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt028476
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0PAUL A TRAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE / INSTRUCTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0219910
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
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.
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 F:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01021875
IRS990/TotalAssetsEOYAmt01088302
IRS990/TotalAssetsGrp/BOYAmt01021875
IRS990/TotalAssetsGrp/EOYAmt01088302
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0450535
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt027995
IRS990/TotalLiabilitiesEOYAmt047228
IRS990/TotalLiabilitiesGrp/BOYAmt027995
IRS990/TotalLiabilitiesGrp/EOYAmt047228
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0993880
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01041074
IRS990/TotalOtherCompensationAmt055400
IRS990/TotalProgramServiceRevenueAmt0498041
IRS990/TotalReportableCompFromOrgAmt0164510
IRS990/TotalRevenueGrp/ExclusionAmt03955
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0498041
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0501996
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01021875
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01088302
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/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.PLUMBERSLU130UA.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES F COYNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum03122265000
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-05
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/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320043599
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEGACY PROFESSIONALS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04 WESTBROOK CORPORATE CTR STE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060154
ReturnHeader/PreparerPersonGrp/PhoneNum03123680500
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRANDON WOLBER
ReturnHeader/ReturnTs02024-04-05T10:43:44-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COYNE
ReturnHeader/TaxPeriodBeginDt02022-06-01
ReturnHeader/TaxPeriodEndDt02023-05-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,088,302
Liabilities
$47,228
Net assets
$1,041,074
Revenue
$501,996
Expenses
$450,535
Net income
$51,461
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.09$0.05$1.04$0.50$0.45$0.05
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
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