Civic Intelligence

Roofers Local 97 Joint Apprenticeship and Special

990EZ • Fiscal year 2013 • EIN 37-1404539

Jan 01, 2013 to Dec 31, 2013 • Filed on May 08, 2014

Organization ProfileN/A
3301 N Boardwalk Dr PO Box 656961826-6569

(217) 359-3922

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

49th percentile

1.5%

Faster asset growth than 49% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

34th percentile

-8.5%

Faster revenue growth than 34% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$286,485

Up $4,247 (+1.5%) from 2012

Net Assets

Up

$286,485

Up $4,247 (+1.5%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin85th percentile

Revenue

Down

$13,160

Down $1,217 (-8.5%) from 2012

Expenses

Up

$8,913

Up $5 (+0.1%) from 2012

Net Income

Down

$4,247

Down $1,222 (-22%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$400K$300K$200K$100K$0Assets 2011: $276,769Net Assets 2011: $276,7692011Assets 2012: $282,238Net Assets 2012: $282,2382012Assets 2013: $286,485Net Assets 2013: $286,4852013Assets 2014: $294,444Net Assets 2014: $294,4442014Assets 2015: $288,675Net Assets 2015: $288,6752015Assets 2016: $291,259Net Assets 2016: $291,2592016Assets 2017: $275,521Liabilities 2017: $0Net Assets 2017: $275,5212017Assets 2018: $287,500Liabilities 2018: $206Net Assets 2018: $287,2942018Assets 2019: $311,417Liabilities 2019: $702Net Assets 2019: $310,7152019Assets 2021: $333,998Liabilities 2021: $203Net Assets 2021: $333,7952021Assets 2022: $312,561Liabilities 2022: $0Net Assets 2022: $312,5612022Assets 2023: $314,873Liabilities 2023: $2,741Net Assets 2023: $312,1322023Assets 2024: $317,892Liabilities 2024: $662Net Assets 2024: $317,2302024

Highlighted filing

2013

Assets$286,485
Liabilities-
Net Assets$286,485
Open 2013 Filing

Operations Trend

Revenue Growth34th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $15,980Expenses 2011: $8,261Net Income 2011: $7,7192011Revenue 2012: $14,377Expenses 2012: $8,908Net Income 2012: $5,4692012Revenue 2013: $13,160Expenses 2013: $8,913Net Income 2013: $4,2472013Revenue 2014: $16,188Expenses 2014: $8,229Net Income 2014: $7,9592014Revenue 2015: $23,439Expenses 2015: $29,208Net Income 2015: -$5,7692015Revenue 2016: $23,346Expenses 2016: $20,762Net Income 2016: $2,5842016Revenue 2017: $18,753Expenses 2017: $34,491Net Income 2017: -$15,7382017Revenue 2018: $23,254Expenses 2018: $11,481Net Income 2018: $11,7732018Revenue 2019: $29,173Expenses 2019: $5,752Net Income 2019: $23,4212019Revenue 2021: $50,510Expenses 2021: $72,447Net Income 2021: -$21,9372021Revenue 2022: $68,166Expenses 2022: $89,400Net Income 2022: -$21,2342022Revenue 2023: $94,375Expenses 2023: $94,804Net Income 2023: -$4292023Revenue 2024: $119,487Expenses 2024: $114,389Net Income 2024: $5,0982024

Highlighted filing

2013

Revenue$13,160
Expenses$8,913
Net Income$4,247
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 8, 2014
Return Version
2013v3.1
Gross Receipts
$13,160
Mission and Program Overview

Mission

To provide support, operation, and maintenance of an apprentice training program for the roofing industry.

To receive, hold adminster, and disburse funds to be used to improve the skills in the roofing trade local 97, advance the skills of journeyman, supervisory training, construction technical education and safety education

Program Services

DescriptionGrantsExpenses
EMPLOYEE APPRENTICESHIP TRAINING, ADVANCED SKILL TRAINING FOR JOURNEYMAN, SUPERVISORY TRAINING, CONTRACTOR TECHNICAL EDUCATION, AND SAFETY EDUCATION-$8,913
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES HARDIGChairman-$0--
BRIAN HAUERSPERGERSec/Treas-$0--
GEORGE SARVERTrustee-$0--
Filing and Contact Details

Filer

EIN
37-1404539
Phone
2173593922

Signing Officer

Name
James Hardig
Title
Business Representative
Phone
2173593922
Signed
2014-05-08
Discuss with paid preparer
Yes

Preparer

Preparer
Michael J Smith
Phone
2173784311
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office & administrative 2,819 instructor expenses 3,600 advertising 105 other 164 committee exp 400 total 7,088”

Form 990-ez, Part III

“To receive, hold adminster, and disburse funds to be used to improve the skills in the roofing trade local 97, advance the skills of journeyman, supervisory training, construction technical education and safety education”

Raw XML Appendix142 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0JAMES HARDIG
CompensationExplanation/CompensationExplanationGrp/PersonNm1BRIAN HAUERSPERGER
CompensationExplanation/CompensationExplanationGrp/PersonNm2GEORGE SARVER
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JAMES HARDIG
IRS990EZ/BooksInCareOfDetail/PhoneNum02173593922
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine103301 N BOARDWALK DR
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine20PO BOX 6569
IRS990EZ/BooksInCareOfDetail/USAddress/City0CHAMPAIGN
IRS990EZ/BooksInCareOfDetail/USAddress/State0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0618266569
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0282238
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0286485
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04247
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0625
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0282238
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0286485
IRS990EZ/GrossReceiptsAmt013160
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0382
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt012778
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0282238
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0286485
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0282238
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0286485
IRS990EZ/OccupancyRentUtltsAndMaintAmt01200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES HARDIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRIAN HAUERSPERGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GEORGE SARVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SEC/TREAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt07088
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO RECEIVE, HOLD ADMINSTER, AND DISBURSE FUNDS TO BE USED TO IMPROVE THE SKILLS IN THE ROOFING TRADE LOCAL 97, ADVANCE THE SKILLS OF JOURNEYMAN, SUPERVISORY TRAINING, CONSTRUCTION TECHNICAL EDUCATION AND SAFETY EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EMPLOYEE APPRENTICESHIP TRAINING, ADVANCED SKILL TRAINING FOR JOURNEYMAN, SUPERVISORY TRAINING, CONTRACTOR TECHNICAL EDUCATION, AND SAFETY EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08913
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt08913
IRS990EZ/TotalProgramServiceExpensesAmt08913
IRS990EZ/TotalRevenueAmt013160
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0382
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0565
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01192
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01936
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt07096
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt011171
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt012778
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt013812
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt014788
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt019627
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt017051
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt078056
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0382
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0565
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01192
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01936
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt07096
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt011171
IRS990ScheduleA/InvestmentIncomeCYPct00.13000
IRS990ScheduleA/InvestmentIncomePYPct00.19000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.87480
IRS990ScheduleA/PublicSupportPY509Pct00.81300
IRS990ScheduleA/PublicSupportTotal509Amt078056
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt012778
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt013812
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt014788
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt019627
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt017051
IRS990ScheduleA/Total509Grp/TotalAmt078056
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt013160
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt014377
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt015980
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt021563
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt024147
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt089227
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE & ADMINISTRATIVE 2,819 INSTRUCTOR EXPENSES 3,600 ADVERTISING 105 OTHER 164 COMMITTEE EXP 400 TOTAL 7,088
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO RECEIVE, HOLD ADMINSTER, AND DISBURSE FUNDS TO BE USED TO IMPROVE THE SKILLS IN THE ROOFING TRADE LOCAL 97, ADVANCE THE SKILLS OF JOURNEYMAN, SUPERVISORY TRAINING, CONSTRUCTION TECHNICAL EDUCATION AND SAFETY EDUCATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES HARDIG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BUSINESS REPRESENTATIVE
ReturnHeader/BusinessOfficerGrp/PhoneNum02173593922
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROOFERS LOCAL 97 JOINT
ReturnHeader/Filer/BusinessName/BusinessNameLine20APPRENTICESHIP AND SPECIAL
ReturnHeader/Filer/BusinessNameControlTxt0ROOF
ReturnHeader/Filer/EIN0371404539
ReturnHeader/Filer/PhoneNum02173593922
ReturnHeader/Filer/USAddress/AddressLine103301 N BOARDWALK DR PO BOX 6569
ReturnHeader/Filer/USAddress/City0CHAMPAIGN
ReturnHeader/Filer/USAddress/State0IL
ReturnHeader/Filer/USAddress/ZIPCode0618266569
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10MICHAEL J SMITH & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103127 VILLAGE OFFICE PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0CHAMPAIGN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode061822
ReturnHeader/PreparerPersonGrp/PhoneNum02173784311
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J SMITH
ReturnHeader/ReturnTs02014-05-07T13:18:10-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$286,485
Liabilities
-
Net assets
$286,485
Revenue
$13,160
Expenses
$8,913
Net income
$4,247
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.18$0.01$3.17$1.19$1.14$0.05
2023Detailed filing. Detailed filing data is available for this year.$3.15$0.03$3.12$0.94$0.95$0.00
2022Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.68$0.89$0.21
2021Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.51$0.72$0.22
2019Detailed filing. Detailed filing data is available for this year.$3.11$0.01$3.11$0.29$0.06$0.23
2018Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.87$0.23$0.11$0.12
2017Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.19$0.34$0.16
2016Detailed filing. Detailed filing data is available for this year.$2.91$2.91$0.23$0.21$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.89$2.89$0.23$0.29$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.94$2.94$0.16$0.08$0.08
2013Detailed filing. Detailed filing data is available for this year.$2.86$2.86$0.13$0.09$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.82$2.82$0.14$0.09$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.77$2.77$0.16$0.08$0.08