Civic Intelligence

Local #63 Educational Trust Fund

990 • Fiscal year 2019 • EIN 37-6033209

May 01, 2018 to Apr 30, 2019 • Filed on Jan 29, 2020

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

71st percentile

0.04x

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

2019 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

85th percentile

0.16x

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

2019 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2019

Net Margin

6th percentile

-19%

Higher net margin than 6% of similar nonprofits.

2019 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

44th percentile

$7,966

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2019 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2019

Asset Growth

18th percentile

-4.7%

Faster asset growth than 18% of similar nonprofits.

2019 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

71st percentile

8.8%

Faster revenue growth than 71% of similar nonprofits.

2019 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$888,821

Down $43,484 (-4.7%) from 2018

Net Assets

Down

$850,618

Down $47,676 (-5.3%) from 2018

Liabilities

Up

$38,203

Up $4,192 (+12%) from 2018

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin6th percentile

Revenue

Up

$244,678

Up $19,824 (+8.8%) from 2018

Expenses

Up

$292,354

Up $23,103 (+8.6%) from 2018

Net Income

Down

-$47,676

Down $3,279 (-7.4%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2019

Assets$888,821
Liabilities$38,203
Net Assets$850,618
Open 2019 Filing

Operations Trend

Revenue Growth71st 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

2019

Revenue$244,678
Expenses$292,354
Net Income-$47,676
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2018 to Apr 30, 2019
Signed
Jan 29, 2020
Return Version
2018v3.1
Gross Receipts
$244,678
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$435,460$430,276▼ $5,184
Land, Buildings, and Equipment, Net$452,679$415,737▼ $36,942
Cash and Non-Interest-Bearing Accounts$21,315$19,441▼ $1,874
Accounts Receivable$16,195$17,377▲ $1,182
Prepaid Expenses and Deferred Charges$4,261$4,538▲ $277
Total Assets$932,305$888,821▼ $43,484
Other Assets Total$2,395$1,452▼ $943
Liabilities
Accounts Payable and Accrued Expenses$34,011$38,203▲ $4,192
Total Liabilities$34,011$38,203▲ $4,192
Net Assets / Fund Balance
Unrestricted Net Assets$898,294$850,618▼ $47,676
Total Net Assets Fund Balance$898,294$850,618▼ $47,676
Total Liabilities and Net Assets / Fund Balance$932,305$888,821▼ $43,484

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$278,014$528,944$806,958
Equipment$15,723$121,959$137,682
Land$122,000-$122,000
Other Land Buildings$0--
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleBaseTotal
Michael BoucTrustee$7,966$7,966

Board Members and Trustees

NameTitle
Dennis Doolan IiChairman
Dennis Caughey SrTrustee
Greg CicciarelliTrustee
Quint KoehlTrustee
Thomas SmithTrustee
Brandon TaylorTrustee - Past
Todd SchrockTrustee - Past
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$235,375
Investment Income
$776
Other Revenue
$8,527
Change in Net Assets
$-47,676

Audited Revenue Reconciliation

Revenue per Audited Statements
$244,598
Revenue Not Reported on Financial Statements
$80
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$244,598
Total Revenue per Form 990
$244,678
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$168,408
Salaries, Compensation, and Employee Benefits$123,946
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$102,755
Occupancy---$42,869
Depreciation Depletion---$37,587
Current Officers, Directors, Trustees, and Key Employees---$11,606
Insurance---$10,874
Fees for Services Legal---$10,715
Payroll Taxes---$9,585
Fees for Services Accounting---$7,100
Travel---$6,781
Fees for Services Management---$6,465
Office Expenses---$4,720
Other Expenses---$1,365
Conferences and Meetings---$713
Advertising---$424
Fees for Service Investment Mgmnt Fees---$80
Total Functional Expenses$0$0$0$292,354

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$292,354
Expenses per Audited Statements$292,274
Total Expenses per Audited Statements$292,274
Expenses Not Reported on Financial Statements$80
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 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
D Michael Doolan
Title
Chairman
Phone
3175549000
Signed
2020-01-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
D Michael Doolan
Formed
1980
Legal Domicile
Il
Voting Board Members
6
Independent Board Members
5
Employees
9
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, 2019 and 2018, 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 Appendix357 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/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt080
IRS990ScheduleD/RevenueSubtotalAmt0244598
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, 2019 AND 2018, 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/TotalBookValueLandBuildingsAmt0415737
IRS990ScheduleD/TotalExpensesPerForm990Amt0292354
IRS990ScheduleD/TotalRevenuePerForm990Amt0244678
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0244598
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0292274
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/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0932305
IRS990/TotalAssetsEOYAmt0888821
IRS990/TotalAssetsGrp/BOYAmt0932305
IRS990/TotalAssetsGrp/EOYAmt0888821
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt09
IRS990/TotalFunctionalExpensesGrp/TotalAmt0292354
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt034011
IRS990/TotalLiabilitiesEOYAmt038203
IRS990/TotalLiabilitiesGrp/BOYAmt034011
IRS990/TotalLiabilitiesGrp/EOYAmt038203
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0898294
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0850618
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0235375
IRS990/TotalReportableCompFromOrgAmt07966
IRS990/TotalRevenueGrp/ExclusionAmt0776
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0243902
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0244678
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0932305
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0888821
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt06781
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0898294
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0850618
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0116 HARVEY COURT
IRS990/USAddress/CityNm0EAST PEORIA
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd061611
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0D MICHAEL DOOLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum03175549000
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-29
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/FilingSecurityInformation/AtSubmissionCreationDeviceId09874B3E04D0E9BDB6F75430F50921FBC5D1E3981
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00D7C513E8E41BD88880ADE19F43E3D3CB732234C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0204.156.186.250
ReturnHeader/FilingSecurityInformation/IPDt02020-01-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:58:57
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/PreparationDt02020-01-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MALLORY ECKSTEIN
ReturnHeader/ReturnTs02020-02-07T14:19:19-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-05-01
ReturnHeader/TaxPeriodEndDt02019-04-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$888,821
Liabilities
$38,203
Net assets
$850,618
Revenue
$244,678
Expenses
$292,354
Net income
-$47,676
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
2019Detailed filing. Detailed filing data is available for this year.$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