Civic Intelligence

Railroad Training and Education Fund

990 • Fiscal year 2020 • EIN 37-1137511

May 01, 2019 to Apr 30, 2020 • Filed on Oct 22, 2020

Organization ProfileN/A
2201 Eastland Drive Suite 4Bloomington, IL 61704

(309) 821-0330

Siviq Scores

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

Liabilities / Assets

85th percentile

0.15x

Higher debt load relative to assets than 85% of similar nonprofits.

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

Liabilities / Revenue

91st percentile

0.33x

Higher debt load relative to revenue than 91% of similar nonprofits.

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

Net Margin

93rd percentile

49%

Higher net margin than 93% of similar nonprofits.

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

Top Officer Pay

85th percentile

$120,748

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 42.1% of source-year revenue.

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

Asset Growth

90th percentile

32%

Faster asset growth than 90% of similar nonprofits.

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

Revenue Growth

97th percentile

47%

Faster revenue growth than 97% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$626,715

Up $150,870 (+32%) from 2019

Net Assets

Up

$532,799

Up $147,767 (+38%) from 2019

Liabilities

Up

$93,916

Up $3,103 (+3.4%) from 2019

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin93rd percentile

Revenue

Up

$286,591

Up $91,423 (+47%) from 2019

Expenses

Up

$145,695

Up $16,358 (+13%) from 2019

Net Income

Up

$140,896

Up $75,065 (+114%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $368,974Liabilities 2011: $51,121Net Assets 2011: $317,8532011Assets 2013: $352,503Liabilities 2013: $40,984Net Assets 2013: $311,5192013Assets 2014: $446,460Liabilities 2014: $35,590Net Assets 2014: $410,8702014Assets 2017: $416,763Liabilities 2017: $50,421Net Assets 2017: $366,3422017Assets 2018: $369,519Liabilities 2018: $57,983Net Assets 2018: $311,5362018Assets 2019: $475,845Liabilities 2019: $90,813Net Assets 2019: $385,0322019Assets 2020: $626,715Liabilities 2020: $93,916Net Assets 2020: $532,7992020Assets 2021: $814,084Liabilities 2021: $93,344Net Assets 2021: $720,7402021Assets 2022: $887,309Liabilities 2022: $113,758Net Assets 2022: $773,5512022Assets 2025: $1,597,763Liabilities 2025: $136,824Net Assets 2025: $1,460,9392025

Highlighted filing

2020

Assets$626,715
Liabilities$93,916
Net Assets$532,799
Open 2020 Filing

Operations Trend

Revenue Growth97th percentile

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

$600K$400K$200K$0-$200KExpenses 2011: $188,3002011Expenses 2013: $195,6482013Revenue 2014: $257,437Expenses 2014: $164,606Net Income 2014: $92,8312014Revenue 2017: $189,523Expenses 2017: $195,636Net Income 2017: -$6,1132017Revenue 2018: $171,163Expenses 2018: $223,250Net Income 2018: -$52,0872018Revenue 2019: $195,168Expenses 2019: $129,337Net Income 2019: $65,8312019Revenue 2020: $286,591Expenses 2020: $145,695Net Income 2020: $140,8962020Revenue 2021: $292,079Expenses 2021: $135,630Net Income 2021: $156,4492021Revenue 2022: $298,824Expenses 2022: $182,090Net Income 2022: $116,7342022Revenue 2025: $429,903Expenses 2025: $191,340Net Income 2025: $238,5632025

Highlighted filing

2020

Revenue$286,591
Expenses$145,695
Net Income$140,896
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2019 to Apr 30, 2020
Signed
Oct 22, 2020
Return Version
2019v5.1
Gross Receipts
$286,591
Mission and Program Overview

Mission

Training participants for safety & work related skills.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$337,580$354,402▲ $16,822
Savings and Temporary Cash Investments$110,668$251,301▲ $140,633
Accounts Receivable$27,597$21,012▼ $6,585
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$475,845$626,715▲ $150,870
Liabilities
Other Liabilities$78,262$89,340▲ $11,078
Accounts Payable and Accrued Expenses$12,551$4,576▼ $7,975
Total Liabilities$90,813$93,916▲ $3,103
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$385,032$532,799▲ $147,767
Total Net Assets Fund Balance$385,032$532,799▲ $147,767
Total Liabilities and Net Assets / Fund Balance$475,845$626,715▲ $150,870

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$1,184$1,184
Buildings$0--
Equipment$0--
Leasehold Improvements$0--
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Raul MartinezPlan AdministratorFT$120,748$120,748

Board Members and Trustees

NameTitle
John F PennChairman
Bill MorrenTrustee
Charles H BakerTrustee
David a FaganTrustee
John E PriceTrustee
Linda LaurelloTrustee
Mark a BrownTrustee
Matt SmithTrustee
Steven M CiscoTrustee
James J DaloisioSec/treas
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$276,245
Investment Income
$10,346
Other Revenue
$0
Change in Net Assets
$140,896

Audited Revenue Reconciliation

Revenue per Audited Statements
$286,591
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$6,871
Total Revenue per Audited Statements
$293,462
Total Revenue per Form 990
$286,591
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$145,695
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other-$13,738-$13,738
Payments to Affiliates-$13,593-$13,593
Fees for Services Accounting-$5,050-$5,050
Fees for Services Legal-$4,430-$4,430
Travel-$4,184-$4,184
Other Expenses$2,600$85,156-$2,600
Insurance-$343-$343
All Other Expenses$300--$300
Total Functional Expenses$19,201$126,494$0$145,695

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$145,695
Total Expenses per Audited Statements$145,695
Total Expenses per Form 990$145,695
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 Railcet$85,410
Due to Health & Welfare Fund$3,930
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
No
Other officer compensation reviewed
No
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

“The auditor fills out the form, then sends the form to the plan administrator for approval. The plan administrator signs the ero-8879 once he has approved the 990. The auditor electronically files the return once the auditor receives the ero-8879.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Railroad Training and Education Fund
EIN
37-1137511
Phone
3098210330
Address
2201 EASTLAND DRIVE SUITE 4, BLOOMINGTON, IL 61704

Signing Officer

Name
Raul Martinez
Title
Plan Administrator
Phone
3098210330
Signed
2020-10-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Raul Martinez
Formed
1983
Legal Domicile
Il
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Romolo & Associates LLC
Address
1700 W LUTHY DRIVE, PEORIA, IL 61615
Preparer
Kristin Romolo CPA
Phone
3096822001
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The trust established under the fund to hold the fund's assets obtained its latest determination letter on september 19, 1983, in which the interal revenue service stated that the trust, as then designed, was in compliance with the applicable requirements of the internal revenue code under section 501(c)(5). The trust has been amended since receiving the determination letter. However, the fund administrator and the board of trustees believe that the trust is currently designed and being operated in compliance with the applicable requirements of the internal revenue code. The total amounts of interest and penalties recognized in the statements of changes in net assets available for benefits and the total amounts of interest and penalties recognized in the statements of net assets available for benefits are $0. Accounting principles generally accepted in the united states of america require fund management to evaluate tax positions taken by the fund and recognize a tax liability (or asset) if the organization has taken an uncertain tax position that more likely than not would not be sustained upon examination by federal and state taxing authorities. The fund administrator has analyzed the tax positions taken by the fund, and has concluded that as of april 30, 2020 and 2019, there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The fund has never had unrelated business income tax (ubit) nor has it filed the form 990-t. Therefore, all tax years are open for examination by federal and state taxing authorities related to ubit.”

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.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST ESTABLISHED UNDER THE FUND TO HOLD THE FUND'S ASSETS OBTAINED ITS LATEST DETERMINATION LETTER ON SEPTEMBER 19, 1983, IN WHICH THE INTERAL REVENUE SERVICE STATED THAT THE TRUST, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE UNDER SECTION 501(C)(5). THE TRUST HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE FUND ADMINISTRATOR AND THE BOARD OF TRUSTEES BELIEVE THAT THE TRUST IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THE TOTAL AMOUNTS OF INTEREST AND PENALTIES RECOGNIZED IN THE STATEMENTS OF CHANGES IN NET ASSETS AVAILABLE FOR BENEFITS AND THE TOTAL AMOUNTS OF INTEREST AND PENALTIES RECOGNIZED IN THE STATEMENTS OF NET ASSETS AVAILABLE FOR BENEFITS ARE $0. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. THE FUND ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND, AND HAS CONCLUDED THAT AS OF APRIL 30, 2020 AND 2019, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FUND HAS NEVER HAD UNRELATED BUSINESS INCOME TAX (UBIT) NOR HAS IT FILED THE FORM 990-T. THEREFORE, ALL TAX YEARS ARE OPEN FOR EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES RELATED TO UBIT.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0145695
IRS990ScheduleD/TotalLiabilityAmt089340
IRS990ScheduleD/TotalRevenuePerForm990Amt0286591
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0293462
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0145695
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE AUDITOR FILLS OUT THE FORM, THEN SENDS THE FORM TO THE PLAN ADMINISTRATOR FOR APPROVAL. THE PLAN ADMINISTRATOR SIGNS THE ERO-8879 ONCE HE HAS APPROVED THE 990. THE AUDITOR ELECTRONICALLY FILES THE RETURN ONCE THE AUDITOR RECEIVES THE ERO-8879.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1371383839
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0HEALTH & WELFARE FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1LECET FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02725 WEST MONROE STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11 N OLD STATE CAPITOL PLAZA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SPRINGFIELD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1SPRINGFIELD
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
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IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/BOYAmt0475845
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IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0145695
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt093916
IRS990/TotalLiabilitiesGrp/BOYAmt090813
IRS990/TotalLiabilitiesGrp/EOYAmt093916
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0385032
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IRS990/TotalProgramServiceExpensesAmt019201
IRS990/TotalProgramServiceRevenueAmt0276245
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt010346
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0286591
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IRS990/TotalVolunteersCnt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0626715
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IRS990/TravelGrp/TotalAmt04184
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IRS990/VotingMembersGoverningBodyCnt08
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
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ReturnHeader/FilingSecurityInformation/IPTm010:25:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371077733

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
$626,715
Liabilities
$93,916
Net assets
$532,799
Revenue
$286,591
Expenses
$145,695
Net income
$140,896
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.60$0.14$1.46$0.43$0.19$0.24
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.11$0.77$0.30$0.18$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.09$0.72$0.29$0.14$0.16
2020Detailed filing. Detailed filing data is available for this year.$0.63$0.09$0.53$0.29$0.15$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.48$0.09$0.39$0.20$0.13$0.07
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.06$0.31$0.17$0.22$0.05
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.05$0.37$0.19$0.20$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.45$0.04$0.41$0.26$0.16$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.04$0.31$0.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.05$0.32$0.19