Civic Intelligence

Sw Jatc Training Fund

990 • Fiscal year 2023 • EIN 37-0891772

Sep 01, 2022 to Aug 31, 2023 • Filed on Jan 15, 2024

Organization ProfileN/A
2000 B Mall Street RearCollinsville, IL 62234

(618) 343-1954

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2023

Net Margin

83rd percentile

23%

Higher net margin than 83% of similar nonprofits.

2023 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

81st percentile

$101,927

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 10.6% of source-year revenue.

2023 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2023

Asset Growth

92nd percentile

32%

Faster asset growth than 92% of similar nonprofits.

2023 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

74th percentile

14%

Faster revenue growth than 74% of similar nonprofits.

2023 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$920,103

Up $220,409 (+32%) from 2022

Net Assets

Up

$920,103

Up $220,409 (+32%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin83rd percentile

Revenue

Up

$963,518

Up $118,720 (+14%) from 2022

Expenses

Up

$743,109

Up $43,270 (+6.2%) from 2022

Net Income

Up

$220,409

Up $75,450 (+52%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2020: $482,760Liabilities 2020: $0Net Assets 2020: $482,7602020Assets 2021: $556,723Liabilities 2021: $0Net Assets 2021: $556,7232021Assets 2022: $699,694Liabilities 2022: $0Net Assets 2022: $699,6942022Assets 2023: $920,103Liabilities 2023: $0Net Assets 2023: $920,1032023Assets 2024: $1,152,295Liabilities 2024: $0Net Assets 2024: $1,152,2952024Assets 2025: $1,483,020Liabilities 2025: $0Net Assets 2025: $1,483,0202025

Highlighted filing

2023

Assets$920,103
Liabilities$0
Net Assets$920,103
Open 2023 Filing

Operations Trend

Revenue Growth74th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0Revenue 2020: $812,748Expenses 2020: $695,094Net Income 2020: $117,6542020Revenue 2021: $755,990Expenses 2021: $682,027Net Income 2021: $73,9632021Revenue 2022: $844,798Expenses 2022: $699,839Net Income 2022: $144,9592022Revenue 2023: $963,518Expenses 2023: $743,109Net Income 2023: $220,4092023Revenue 2024: $1,153,819Expenses 2024: $921,627Net Income 2024: $232,1922024Revenue 2025: $1,327,472Expenses 2025: $996,747Net Income 2025: $330,7252025

Highlighted filing

2023

Revenue$963,518
Expenses$743,109
Net Income$220,409
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Jan 15, 2024
Return Version
2022v5.0
Gross Receipts
$963,518
Mission and Program Overview

Mission

The purpose of the fund is to provide apprenticeship training in the electrical field. The organization is primarily funded by an hourly fee on the monthly fringe benefit reports submitted by member contractors under a collective bargaining agreement.

To provide apprenticeship training in electrical field

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$657,580$896,019▲ $238,439
Land, Buildings, and Equipment, Net$42,114$24,084▼ $18,030
Total Assets$699,694$920,103▲ $220,409
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$699,694$920,103▲ $220,409
Total Net Assets Fund Balance$699,694$920,103▲ $220,409
Total Liabilities and Net Assets / Fund Balance$699,694$920,103▲ $220,409

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$14,470$214,363$228,833
Other Land Buildings$9,614$39,933$49,547
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Matthew SommerDirectorFT$101,927$101,927
Patrick SowellAssistant DirectorFT$95,894$95,894

Board Members and Trustees

NameTitle
Chris HuckinsChairman
Jason StiefTrustee
Larry GlaenzerTrustee
Matt RiebelingTrustee
Steve LodesTrustee
Les BentonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$939,565
Investment Income
$1,096
Other Revenue
$22,857
Change in Net Assets
$220,409

Audited Revenue Reconciliation

Revenue per Audited Statements
$963,518
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$963,518
Total Revenue per Form 990
$963,518
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$491,939
Other Expenses$251,170
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---$197,821
Pension Plan Contributions---$156,697
Other Salaries and Wages---$112,044
Payroll Taxes---$25,377
Office Expenses---$24,886
Depreciation Depletion---$18,030
Conferences and Meetings---$14,037
Occupancy---$13,861
Insurance---$12,957
Fees for Services Accounting---$10,782
Fees for Services Legal---$10,769
Other Expenses---$7,514
All Other Expenses---$2,714
Travel---$1,074
Total Functional Expenses$0$0$0$743,109

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$743,109
Total Expenses per Audited Statements$743,109
Total Expenses per Form 990$743,109
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“A copy of form 990 is available at office - also copy given at trustee meeting.”

Form 990, Part VI, Section B, Line 12C

“Board is required to disclose conflicts of interest annually and any conflicts are discussed at board meetings.”

Form 990, Part VI, Section B, Line 15

“The board of trustees determines all salaries.”

Form 990, Part VI, Section C, Line 19

“Governing documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Sw Jatc Training Fund
EIN
37-0891772
Phone
6183431954
Address
2000 B MALL STREET REAR, COLLINSVILLE, IL 62234

Signing Officer

Name
Matthew Sommer
Title
Training Director
Phone
6183431954
Signed
2024-01-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matthew Sommer
Formed
1949
Legal Domicile
Il
Voting Board Members
6
Independent Board Members
6
Employees
18
Volunteers
6

Preparer

Firm
Scheffel Boyle
Address
322 STATE ST, ALTON, IL 62002-6135
Preparer
George Moore CPA
Phone
6184654288
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The procedures in place for oversight of the audit have not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The organization applies the provisions of fasb accounting standards codification 740, income taxes. The application of fasb accounting standards codification 740 had no impact on the organization's financial statements and accordingly, no interest or penalties were accrued. Management believes it has no material uncertain tax positions or any related penalties and interest to accrue for the years ended august 31, 2023 and 2022, and, accordingly, there is no liability for unrecognized tax benefit. The organization files income tax returns in the united states federal and state of illinois jurisdictions. The organization is no longer subject to united states federal or state of illinois tax examinations for years ending before august 31, 2020.”

Raw XML Appendix356 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/ExplanationTxt0THE ORGANIZATION APPLIES THE PROVISIONS OF FASB ACCOUNTING STANDARDS CODIFICATION 740, INCOME TAXES. THE APPLICATION OF FASB ACCOUNTING STANDARDS CODIFICATION 740 HAD NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS AND ACCORDINGLY, NO INTEREST OR PENALTIES WERE ACCRUED. MANAGEMENT BELIEVES IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS OR ANY RELATED PENALTIES AND INTEREST TO ACCRUE FOR THE YEARS ENDED AUGUST 31, 2023 AND 2022, AND, ACCORDINGLY, THERE IS NO LIABILITY FOR UNRECOGNIZED TAX BENEFIT. THE ORGANIZATION FILES INCOME TAX RETURNS IN THE UNITED STATES FEDERAL AND STATE OF ILLINOIS JURISDICTIONS. THE ORGANIZATION IS NO LONGER SUBJECT TO UNITED STATES FEDERAL OR STATE OF ILLINOIS TAX EXAMINATIONS FOR YEARS ENDING BEFORE AUGUST 31, 2020.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF FORM 990 IS AVAILABLE AT OFFICE - ALSO COPY GIVEN AT TRUSTEE MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD IS REQUIRED TO DISCLOSE CONFLICTS OF INTEREST ANNUALLY AND ANY CONFLICTS ARE DISCUSSED AT BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF TRUSTEES DETERMINES ALL SALARIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PROCEDURES IN PLACE FOR OVERSIGHT OF THE AUDIT HAVE NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0699694
IRS990/TotalAssetsEOYAmt0920103
IRS990/TotalAssetsGrp/BOYAmt0699694
IRS990/TotalAssetsGrp/EOYAmt0920103
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt018
IRS990/TotalFunctionalExpensesGrp/TotalAmt0743109
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0699694
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0920103
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0939565
IRS990/TotalReportableCompFromOrgAmt0197821
IRS990/TotalRevenueGrp/ExclusionAmt01096
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0962422
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0963518
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0699694
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0920103
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt01074
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02000 B MALL STREET REAR
IRS990/USAddress/CityNm0COLLINSVILLE
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd062234
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW SOMMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRAINING DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06183431954
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SW JATC TRAINING FUND
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0370891772
ReturnHeader/Filer/PhoneNum06183431954
ReturnHeader/Filer/USAddress/AddressLine1Txt02000 B MALL STREET REAR
ReturnHeader/Filer/USAddress/CityNm0COLLINSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd062234
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371206530
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHEFFEL BOYLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0322 STATE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0620026135
ReturnHeader/PreparerPersonGrp/PhoneNum06184654288
ReturnHeader/PreparerPersonGrp/PreparationDt02024-01-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEORGE MOORE CPA
ReturnHeader/ReturnTs02024-01-16T09:39:12-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MATTHEW
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SOMMER
ReturnHeader/TaxPeriodBeginDt02022-09-01
ReturnHeader/TaxPeriodEndDt02023-08-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$920,103
Liabilities
$0
Net assets
$920,103
Revenue
$963,518
Expenses
$743,109
Net income
$220,409
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$1.33$1.00$0.33
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.00$1.15$1.15$0.92$0.23
2023Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.96$0.74$0.22
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.00$0.70$0.84$0.70$0.14
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.00$0.56$0.76$0.68$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.48$0.00$0.48$0.81$0.70$0.12