Civic Intelligence

Local 63 Educational Trust Fund

EIN 37-6033209 • 501(c)5 • East Peoria, IL

Profile

To provide instruction of professional techniques and standards to apprentice plumbers through a training program.

116 Harvey CourtEast Peoria, IL 61611

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

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

Liabilities / Revenue

71st percentile

0.03x

Higher debt load relative to revenue than 71% of similar nonprofits.

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

Net Margin

35th percentile

0.5%

Higher net margin than 35% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

28th percentile

-1.6%

Faster asset growth than 28% of similar nonprofits.

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

Revenue Growth

81st percentile

18%

Faster revenue growth than 81% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets64th percentile

Using 2023 Form 990 data because the latest 2024 filing does not report standard financial totals.

Assets

Down

$928,515

Down $14,894 (-1.6%) from 2022

Liabilities

Down

$9,694

Down $16,349 (-63%) from 2022

Net Assets

Up

$918,821

Up $1,455 (+0.2%) from 2022

Operations
Liabilities / Revenue71st percentileNet Margin35th percentile

Revenue

Up

$294,672

Up $44,695 (+18%) from 2022

Expenses

Up

$293,217

Up $51,506 (+21%) from 2022

Net Income

Down

$1,455

Down $6,811 (-82%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $899,740Liabilities 2011: $35,621Net Assets 2011: $864,1192011Assets 2012: $918,972Liabilities 2012: $38,747Net Assets 2012: $880,2252012Assets 2013: $934,664Liabilities 2013: $32,451Net Assets 2013: $902,2132013Assets 2014: $1,218,599Liabilities 2014: $278,523Net Assets 2014: $940,0762014Assets 2015: $986,697Liabilities 2015: $31,646Net Assets 2015: $955,0512015Assets 2016: $1,018,151Liabilities 2016: $44,559Net Assets 2016: $973,5922016Assets 2017: $987,039Liabilities 2017: $44,996Net Assets 2017: $942,0432017Assets 2018: $932,305Liabilities 2018: $34,011Net Assets 2018: $898,2942018Assets 2019: $888,821Liabilities 2019: $38,203Net Assets 2019: $850,6182019Assets 2020: $892,601Liabilities 2020: $31,707Net Assets 2020: $860,8942020Assets 2021: $943,339Liabilities 2021: $34,239Net Assets 2021: $909,1002021Assets 2022: $943,409Liabilities 2022: $26,043Net Assets 2022: $917,3662022Assets 2023: $928,515Liabilities 2023: $9,694Net Assets 2023: $918,8212023

Latest loaded filing

2023

Assets$928,515
Liabilities$9,694
Net Assets$918,821
Open 2023 Filing

Operations Trend

Revenue Growth81st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KExpenses 2011: $287,6412011Expenses 2012: $207,7752012Revenue 2013: $255,144Expenses 2013: $233,156Net Income 2013: $21,9882013Revenue 2014: $256,237Expenses 2014: $218,374Net Income 2014: $37,8632014Revenue 2015: $260,203Expenses 2015: $245,228Net Income 2015: $14,9752015Revenue 2016: $273,049Expenses 2016: $254,508Net Income 2016: $18,5412016Revenue 2017: $260,842Expenses 2017: $292,391Net Income 2017: -$31,5492017Revenue 2018: $224,854Expenses 2018: $269,251Net Income 2018: -$44,3972018Revenue 2019: $244,678Expenses 2019: $292,354Net Income 2019: -$47,6762019Revenue 2020: $248,999Expenses 2020: $238,723Net Income 2020: $10,2762020Revenue 2021: $284,675Expenses 2021: $236,469Net Income 2021: $48,2062021Revenue 2022: $249,977Expenses 2022: $241,711Net Income 2022: $8,2662022Revenue 2023: $294,672Expenses 2023: $293,217Net Income 2023: $1,4552023

Latest loaded filing

2023

Revenue$294,672
Expenses$293,217
Net Income$1,455
Open 2023 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.01$0.92$0.29$0.29$0.00
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.03$0.92$0.25$0.24$0.01
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.03$0.91$0.28$0.24$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.03$0.86$0.25$0.24$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.04$0.85$0.24$0.29$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.03$0.90$0.22$0.27$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.04$0.94$0.26$0.29$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.04$0.97$0.27$0.25$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.03$0.96$0.26$0.25$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.22$0.28$0.94$0.26$0.22$0.04
2013Summary only. Only limited summary data is available for this year.$0.93$0.03$0.90$0.26$0.23$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.04$0.88$0.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.04$0.86$0.29
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
May 1, 2022 to Apr 30, 2023
Signed
Nov 2, 2023
Return Version
2022v5.0
Gross Receipts
$294,672
Mission and Program Overview

Mission

To provide instruction of professional techniques and standards to apprentice plumbers through a training program.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$581,545$603,781▲ $22,236
Land, Buildings, and Equipment, Net$325,547$289,799▼ $35,748
Accounts Receivable$24,747$23,295▼ $1,452
Prepaid Expenses and Deferred Charges$4,367$9,202▲ $4,835
Total Assets$943,409$928,515▼ $14,894
Other Assets Total$7,203$2,438▼ $4,765
Liabilities
Accounts Payable and Accrued Expenses$26,043$9,694▼ $16,349
Total Liabilities$26,043$9,694▼ $16,349
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$917,366$918,821▲ $1,455
Total Net Assets Fund Balance$917,366$918,821▲ $1,455
Total Liabilities and Net Assets / Fund Balance$943,409$928,515▼ $14,894

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$154,625$660,250$814,875
Equipment$13,174$134,065$147,239
Land$122,000-$122,000
Other Land Buildings$0--
Leasehold Improvements$0--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleBaseTotal
Michael BoucTrustee$8,487$8,487
Don DeakinTrustee$1,035$1,035

Board Members and Trustees

NameTitle
Dennis Doolan Ii- PastChairman
David MaroonTrustee
Quint KoehlTrustee
Scott CicciarelliTrustee
Thomas SmithTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$5,500
Program Service Revenue
$287,738
Investment Income
$764
Other Revenue
$670
All Other Contributions
$5,500
Change in Net Assets
$1,455

Audited Revenue Reconciliation

Revenue per Audited Statements
$294,672
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$294,672
Total Revenue per Form 990
$294,672
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$174,785
Salaries, Compensation, and Employee Benefits$118,432
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$79,254$20,307-$99,561
Depreciation Depletion$28,956$6,792-$35,748
Occupancy$29,891--$29,891
Insurance$10,109$2,371-$12,480
Office Expenses-$11,269-$11,269
Fees for Services Legal-$10,813-$10,813
Payroll Taxes$7,821$1,791-$9,612
Current Officers, Directors, Trustees, and Key Employees$9,259--$9,259
Fees for Services Accounting-$7,350-$7,350
Fees for Services Management-$7,200-$7,200
Other Expenses$4,972--$4,972
Travel-$4,773-$4,773
All Other Expenses$2,077$909-$2,986
Fees for Services Other-$415-$415
Total Functional Expenses$219,227$73,990$0$293,217

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$293,217
Total Expenses per Audited Statements$293,217
Total Expenses per Form 990$293,217
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
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The organization hired a third party administrator for bookkeeping.”

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

“Form 990 is reviewed and signed by a member of the fund's board of trustees prior to filing.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
LOCAL #63 EDUCATIONAL TRUST FUND
EIN
37-6033209
Phone
3096993570
Address
116 HARVEY COURT, EAST PEORIA, IL 61611

Signing Officer

Name
David Maroon Jr
Title
Chairman
Phone
3175549000
Signed
2023-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Maroon Jr
Formed
1980
Legal Domicile
Il
Voting Board Members
6
Independent Board Members
4
Employees
12
Volunteers
0

Preparer

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

Financial Statement Notes

PART X, LINE 2:

“The plan obtained its latest determination letter in 1980, in which the irs stated that the plan, as then designed, was in compliance with the applicable requirements of the internal revenue code (irc) section 501(c)(5). The plan has been amended since receiving the determination letter. The board of trustees believes that the plan is currently designed and being operated in compliance with the applicable requirements of the irc. Therefore, no provision for income taxes has been included in the plan's financial statements. 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 plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by federal and state taxing authorities. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of april 30, 2023 and 2022, 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 plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan 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 Appendix382 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/BOYAmt026043
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt09694
IRS990/AccountsReceivableGrp/BOYAmt024747
IRS990/AccountsReceivableGrp/EOYAmt023295
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE INSTRUCTION OF PROFESSIONAL TECHNIQUES AND STANDARDS TO APPRENTICE PLUMBERS THROUGH A TRAINING PROGRAM.
IRS990/AllOtherContributionsAmt05500
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0909
IRS990/AllOtherExpensesGrp/ProgramServicesAmt02077
IRS990/AllOtherExpensesGrp/TotalAmt02986
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0HEALTHSCOPE BENEFITS INC
IRS990/BooksInCareOfDetail/PhoneNum03175549000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt07440 WOODLAND DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0INDIANAPOLIS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd046278
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt09259
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt09259
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt05500
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0764
IRS990/CYOtherExpensesAmt0174785
IRS990/CYOtherRevenueAmt0670
IRS990/CYProgramServiceRevenueAmt0287738
IRS990/CYRevenuesLessExpensesAmt01455
IRS990/CYSalariesCompEmpBnftPaidAmt0118432
IRS990/CYTotalExpensesAmt0293217
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0294672
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt06792
IRS990/DepreciationDepletionGrp/ProgramServicesAmt028956
IRS990/DepreciationDepletionGrp/TotalAmt035748
IRS990/Desc0TO PROVIDE INSTRUCTION OF PROFESSIONAL TECHNIQUES AND STANDARDS TO APPRENTICE PLUMBERS THROUGH A TRAINING PROGRAM.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt012
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/ExpenseAmt0219227
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt07350
IRS990/FeesForServicesAccountingGrp/TotalAmt07350
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt010813
IRS990/FeesForServicesLegalGrp/TotalAmt010813
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt07200
IRS990/FeesForServicesManagementGrp/TotalAmt07200
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0415
IRS990/FeesForServicesOtherGrp/TotalAmt0415
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt212.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
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/PersonNm0QUINT KOEHL
IRS990/Form990PartVIISectionAGrp/PersonNm1DON DEAKIN
IRS990/Form990PartVIISectionAGrp/PersonNm2DENNIS DOOLAN II- PAST
IRS990/Form990PartVIISectionAGrp/PersonNm3THOMAS SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm4MICHAEL BOUC
IRS990/Form990PartVIISectionAGrp/PersonNm5SCOTT CICCIARELLI
IRS990/Form990PartVIISectionAGrp/PersonNm6DAVID MAROON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11035
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt48487
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01980
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0294672
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02371
IRS990/InsuranceGrp/ProgramServicesAmt010109
IRS990/InsuranceGrp/TotalAmt012480
IRS990/InvestmentIncomeGrp/ExclusionAmt0764
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0764
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0794315
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0325547
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0289799
IRS990/LandBldgEquipCostOrOtherBssAmt01084114
IRS990/LegalDomicileStateCd0IL
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE INSTRUCTION OF PROFESSIONAL TECHNIQUES AND STANDARDS TO APPRENTICE PLUMBERS THROUGH A TRAINING PROGRAM.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0917366
IRS990/NetAssetsOrFundBalancesEOYAmt0918821
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0917366
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0918821
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt029891
IRS990/OccupancyGrp/TotalAmt029891
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011269
IRS990/OfficeExpensesGrp/TotalAmt011269
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt07203
IRS990/OtherAssetsTotalGrp/EOYAmt02438
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CLASS SUPPLIES AND MATE
IRS990/OtherExpensesGrp/Desc1CERTIFICATION/TESTING F
IRS990/OtherExpensesGrp/Desc2MED-GAS CERTIFICATIONS
IRS990/OtherExpensesGrp/Desc3EQUIPMENT REPAIRS
IRS990/OtherExpensesGrp/ProgramServicesAmt029992
IRS990/OtherExpensesGrp/ProgramServicesAmt18871
IRS990/OtherExpensesGrp/ProgramServicesAmt28025
IRS990/OtherExpensesGrp/ProgramServicesAmt34972
IRS990/OtherExpensesGrp/TotalAmt029992
IRS990/OtherExpensesGrp/TotalAmt18871
IRS990/OtherExpensesGrp/TotalAmt28025
IRS990/OtherExpensesGrp/TotalAmt34972
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0REIMBURSED EXPENSES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0670
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0670
IRS990/OtherRevenueTotalAmt0670
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt020307
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt079254
IRS990/OtherSalariesAndWagesGrp/TotalAmt099561
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01791
IRS990/PayrollTaxesGrp/ProgramServicesAmt07821
IRS990/PayrollTaxesGrp/TotalAmt09612
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04367
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09202
IRS990/PrincipalOfficerNm0DAVID MAROON JR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1531120
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0CONTRIBUTIONS FROM EMP
IRS990/ProgramServiceRevenueGrp/Desc1LEASE INCOME
IRS990/ProgramServiceRevenueGrp/Desc2BOOK FEES
IRS990/ProgramServiceRevenueGrp/Desc3APPRENTICE APPLICATION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0261835
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt116160
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt27930
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31813
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0261835
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt116160
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt27930
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31813
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt080
IRS990/PYOtherExpensesAmt0143996
IRS990/PYOtherRevenueAmt0975
IRS990/PYProgramServiceRevenueAmt0248922
IRS990/PYRevenuesLessExpensesAmt08266
IRS990/PYSalariesCompEmpBnftPaidAmt097715
IRS990/PYTotalExpensesAmt0241711
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0249977
IRS990/ReconcilationRevenueExpnssAmt01455
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0581545
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0603781
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0154625
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0660250
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0814875
IRS990ScheduleD/EquipmentGrp/BookValueAmt013174
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0134065
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0147239
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0293217
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0122000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0122000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0294672
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN OBTAINED ITS LATEST DETERMINATION LETTER IN 1980, IN WHICH THE IRS STATED THAT THE PLAN, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE (IRC) SECTION 501(C)(5). THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. THE BOARD OF TRUSTEES BELIEVES THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE PLAN'S FINANCIAL STATEMENTS. 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 PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF APRIL 30, 2023 AND 2022, 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 PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN 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/TotalBookValueLandBuildingsAmt0289799
IRS990ScheduleD/TotalExpensesPerForm990Amt0293217
IRS990ScheduleD/TotalRevenuePerForm990Amt0294672
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0294672
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0293217
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HIRED A THIRD PARTY ADMINISTRATOR FOR BOOKKEEPING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED AND SIGNED BY A MEMBER OF THE FUND'S BOARD OF TRUSTEES PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0943409
IRS990/TotalAssetsEOYAmt0928515
IRS990/TotalAssetsGrp/BOYAmt0943409
IRS990/TotalAssetsGrp/EOYAmt0928515
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt05500
IRS990/TotalEmployeeCnt012
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt073990
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0219227
IRS990/TotalFunctionalExpensesGrp/TotalAmt0293217
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt026043
IRS990/TotalLiabilitiesEOYAmt09694
IRS990/TotalLiabilitiesGrp/BOYAmt026043
IRS990/TotalLiabilitiesGrp/EOYAmt09694
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0917366
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0918821
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0219227
IRS990/TotalProgramServiceRevenueAmt0287738
IRS990/TotalReportableCompFromOrgAmt09522
IRS990/TotalRevenueGrp/ExclusionAmt0764
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0288408
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0294672
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0943409
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0928515
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt04773
IRS990/TravelGrp/TotalAmt04773
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0116 HARVEY COURT
IRS990/USAddress/CityNm0EAST PEORIA
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd061611
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt04
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/PersonNm0DAVID MAROON JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum03175549000
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCAL #63 EDUCATIONAL TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0LOCA
ReturnHeader/Filer/EIN0376033209
ReturnHeader/Filer/PhoneNum03096993570
ReturnHeader/Filer/USAddress/AddressLine1Txt0116 HARVEY COURT
ReturnHeader/Filer/USAddress/CityNm0EAST PEORIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061611
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0842885766
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROMOLO & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01700 W LUTHY DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PEORIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd061615
ReturnHeader/PreparerPersonGrp/PhoneNum03096822001
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MALLORY ECKSTEIN
ReturnHeader/ReturnTs02023-11-10T15:03:49-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MAROON JR
ReturnHeader/TaxPeriodBeginDt02022-05-01
ReturnHeader/TaxPeriodEndDt02023-04-30
ReturnHeader/TaxYr02022

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