Civic Intelligence

Local #63 Educational Trust Fund

990 • Fiscal year 2016 • EIN 37-6033209

May 01, 2015 to Apr 30, 2016 • Filed on Jan 14, 2017

Organization ProfileN/A
116 Harvey CourtEast Peoria, IL 61611

(309) 699-3570

Siviq Scores

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

Liabilities / Assets

61st percentile

0.04x

Higher debt load relative to assets than 61% of similar nonprofits.

2016 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

80th percentile

0.16x

Higher debt load relative to revenue than 80% of similar nonprofits.

2016 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2016

Net Margin

56th percentile

6.8%

Higher net margin than 56% of similar nonprofits.

2016 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

21st percentile

$6,985

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2016 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2016

Asset Growth

45th percentile

3.2%

Faster asset growth than 45% of similar nonprofits.

2016 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

60th percentile

4.9%

Faster revenue growth than 60% of similar nonprofits.

2016 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$1,018,151

Up $31,454 (+3.2%) from 2015

Net Assets

Up

$973,592

Up $18,541 (+1.9%) from 2015

Liabilities

Up

$44,559

Up $12,913 (+41%) from 2015

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin56th percentile

Revenue

Up

$273,049

Up $12,846 (+4.9%) from 2015

Expenses

Up

$254,508

Up $9,280 (+3.8%) from 2015

Net Income

Up

$18,541

Up $3,566 (+24%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$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

Highlighted filing

2016

Assets$1,018,151
Liabilities$44,559
Net Assets$973,592
Open 2016 Filing

Operations Trend

Revenue Growth60th percentile

Revenue, expenses, and net income across loaded years, with this 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

Highlighted filing

2016

Revenue$273,049
Expenses$254,508
Net Income$18,541
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2015 to Apr 30, 2016
Signed
Jan 14, 2017
Return Version
2015v3.0
Gross Receipts
$273,049
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
Land, Buildings, and Equipment, Net$544,843$513,990▼ $30,853
Savings and Temporary Cash Investments$391,255$456,869▲ $65,614
Cash and Non-Interest-Bearing Accounts$23,720$21,451▼ $2,269
Accounts Receivable$22,274$19,547▼ $2,727
Prepaid Expenses and Deferred Charges$4,178$4,291▲ $113
Total Assets$986,697$1,018,151▲ $31,454
Other Assets Total$427$2,003▲ $1,576
Liabilities
Accounts Payable and Accrued Expenses$29,245$44,000▲ $14,755
Other Liabilities$2,401$559▼ $1,842
Total Liabilities$31,646$44,559▲ $12,913
Net Assets / Fund Balance
Unrestricted Net Assets$955,051$973,592▲ $18,541
Total Net Assets Fund Balance$955,051$973,592▲ $18,541
Total Liabilities and Net Assets / Fund Balance$986,697$1,018,151▲ $31,454

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$371,467$431,000$802,467
Land$122,000-$122,000
Equipment$20,523$99,838$120,361
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Brandon TaylorTrusteePT$6,985$6,985
Michael DoolanChairmanPT$198$198

Board Members and Trustees

NameTitle
Dan ShadidTrustee
Michael DurhamTrustee
Quint KoehlTrustee
Robert CaffertyTrustee
Thomas SmithTrustee
Todd SchrockTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$7,600
Program Service Revenue
$243,160
Investment Income
$818
Other Revenue
$21,471
All Other Contributions
$7,600
Change in Net Assets
$18,541

Audited Revenue Reconciliation

Revenue per Audited Statements
$272,889
Revenue Not Reported on Financial Statements
$160
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$272,889
Total Revenue per Form 990
$273,049
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$148,774
Salaries, Compensation, and Employee Benefits$105,734
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$90,314
Depreciation Depletion---$42,594
Occupancy---$36,495
Insurance---$10,523
Travel---$8,552
Payroll Taxes---$7,974
Current Officers, Directors, Trustees, and Key Employees---$7,446
Fees for Services Accounting---$6,500
Office Expenses---$5,218
Fees for Services Management---$4,260
Advertising---$3,591
Other Expenses---$2,635
Fees for Services Legal---$621
Conferences and Meetings---$336
Fees for Service Investment Mgmnt Fees---$160
All Other Expenses---$160
Total Functional Expenses$0$0$0$254,508

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$254,508
Expenses per Audited Statements$254,348
Total Expenses per Audited Statements$254,348
Expenses Not Reported on Financial Statements$160
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
Payroll Taxes$559
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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 11

“Form 990 is 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
D Michael Doolan
Title
Chairman
Phone
3175549000
Signed
2017-01-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
D Michael Doolan
Formed
1980
Legal Domicile
Il
Voting Board Members
8
Independent Board Members
8
Employees
13
Volunteers
0

Preparer

Firm
Romolo & Associates
Address
1700 W LUTHY DRIVE, PEORIA, IL 61615
Preparer
Jennifer L Smith
Phone
3096822001
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The organization has no tax positions for which it is reasonably possible that the total amounts of unrecognized tax benefits will significantly increase or decrease within 12 months of the reporting date.”

Raw XML AppendixShowing 400 of 420 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/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0160
IRS990ScheduleD/ExpensesSubtotalAmt0254348
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0160
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0160
IRS990ScheduleD/LandGrp/BookValueAmt0122000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0122000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0559
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAXES
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0160
IRS990ScheduleD/RevenueSubtotalAmt0272889
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS NO TAX POSITIONS FOR WHICH IT IS REASONABLY POSSIBLE THAT THE TOTAL AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL SIGNIFICANTLY INCREASE OR DECREASE WITHIN 12 MONTHS OF THE REPORTING DATE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0513990
IRS990ScheduleD/TotalExpensesPerForm990Amt0254508
IRS990ScheduleD/TotalLiabilityAmt0559
IRS990ScheduleD/TotalRevenuePerForm990Amt0273049
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0272889
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0254348
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0AD STATES "WOMEN AND MINORITIES ARE ENCOURAGED TO APPLY". STANDARDS OF APPRENTICE UTILIZES TITLE 29 5(B)(21) AND 30.3(B) ILLINOIS HUMAN RIGHTS ACT OF FEDERAL CODE OF REG. STATED FULLY IN "STANDARDS OF APPRENTICESHIP"
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HIRED A THIRD PARTY ADMINISTRATOR FOR BOOKKEEPING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS 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 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NONE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PLUMBERS LOCAL #63
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0370559345
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LOCAL UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0116 HARVEY COURT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0EAST PEORIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd061611
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd01
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0986697
IRS990/TotalAssetsEOYAmt01018151
IRS990/TotalAssetsGrp/BOYAmt0986697
IRS990/TotalAssetsGrp/EOYAmt01018151
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt07600
IRS990/TotalEmployeeCnt013
IRS990/TotalFunctionalExpensesGrp/TotalAmt0254508
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt031646
IRS990/TotalLiabilitiesEOYAmt044559
IRS990/TotalLiabilitiesGrp/BOYAmt031646
IRS990/TotalLiabilitiesGrp/EOYAmt044559
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0955051
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0973592
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0243160
IRS990/TotalReportableCompFromOrgAmt07183
IRS990/TotalRevenueGrp/ExclusionAmt016978
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0248471
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0273049
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0986697
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01018151
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt08552
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0955051
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0973592
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0116 HARVEY COURT
IRS990/USAddress/CityNm0EAST PEORIA
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd061611
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0D MICHAEL DOOLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum03175549000
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCAL #63 EDUCATIONAL TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0LOCA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,018,151
Liabilities
$44,559
Net assets
$973,592
Revenue
$273,049
Expenses
$254,508
Net income
$18,541
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
2016Detailed filing. Detailed filing data is available for this year.$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