Civic Intelligence

Local #63 Educational Trust Fund

990 • Fiscal year 2025 • EIN 37-6033209

May 01, 2024 to Apr 30, 2025 • Filed on Feb 18, 2026

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

51st percentile

0.01x

Higher debt load relative to assets than 51% of similar nonprofits.

2025 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

55th percentile

0.02x

Higher debt load relative to revenue than 55% of similar nonprofits.

2025 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2025

Net Margin

72nd percentile

20%

Higher net margin than 72% of similar nonprofits.

2025 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$38,888

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 10.6% of source-year revenue.

2025 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2025

Asset Growth

56th percentile

7.4%

Faster asset growth than 56% of similar nonprofits.

2025 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

52nd percentile

5.7%

Faster revenue growth than 52% of similar nonprofits.

2025 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets51st percentile

Assets

$1,075,779

No earlier filing loaded for comparison.

Net Assets

$1,069,429

No earlier filing loaded for comparison.

Liabilities

$6,350

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin72nd percentile

Revenue

$368,600

No earlier filing loaded for comparison.

Expenses

$294,053

No earlier filing loaded for comparison.

Net Income

$74,547

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth56th 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: $918,8212023Assets 2025: $1,075,779Liabilities 2025: $6,350Net Assets 2025: $1,069,4292025

Highlighted filing

2025

Assets$1,075,779
Liabilities$6,350
Net Assets$1,069,429
Open 2025 Filing

Operations Trend

Revenue Growth52nd percentile

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

$400K$200K$0-$200KExpenses 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: $1,4552023Revenue 2025: $368,600Expenses 2025: $294,053Net Income 2025: $74,5472025

Highlighted filing

2025

Revenue$368,600
Expenses$294,053
Net Income$74,547
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Feb 18, 2026
Return Version
2024v5.5
Gross Receipts
$368,600
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$711,327$817,455▲ $106,128
Land, Buildings, and Equipment, Net$254,237$218,830▼ $35,407
Accounts Receivable$24,470$26,850▲ $2,380
Prepaid Expenses and Deferred Charges$8,730$10,552▲ $1,822
Total Assets$1,001,408$1,075,779▲ $74,371
Other Assets Total$2,644$2,092▼ $552
Liabilities
Accounts Payable and Accrued Expenses$6,526$6,350▼ $176
Total Liabilities$6,526$6,350▼ $176
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$994,882$1,069,429▲ $74,547
Total Net Assets Fund Balance$994,882$1,069,429▲ $74,547
Total Liabilities and Net Assets / Fund Balance$1,001,408$1,075,779▲ $74,371

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$90,203$724,672$814,875
Equipment$6,627$140,612$147,239
Land$122,000-$122,000
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Tom SpearsTraining CoordinatorPT$38,888$38,888
Michael BoucTrustee-$5,273$5,273
Don DeakinTrustee-$865$865

Board Members and Trustees

NameTitle
David MaroonTrustee
Quint KoehlTrustee
Scott CicciarelliTrustee
Thomas SmithTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$5,000
Program Service Revenue
$345,448
Investment Income
$7,331
Other Revenue
$10,821
All Other Contributions
$5,000
Change in Net Assets
$74,547

Audited Revenue Reconciliation

Revenue per Audited Statements
$368,600
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$368,600
Total Revenue per Form 990
$368,600
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$168,748
Salaries, Compensation, and Employee Benefits$125,305
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$73,075
Current Officers, Directors, Trustees, and Key Employees---$42,343
Depreciation Depletion---$35,407
Occupancy---$20,224
Fees for Services Legal---$19,902
Office Expenses---$16,189
Insurance---$14,926
Payroll Taxes---$9,887
Travel---$8,907
Fees for Services Accounting---$8,000
Fees for Services Management---$7,200
Other Expenses---$4,720
All Other Expenses---$3,743
Fees for Services Other---$430
Total Functional Expenses$0$0$0$294,053

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$294,053
Total Expenses per Audited Statements$294,053
Total Expenses per Form 990$294,053
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
Trustee
Phone
3175549000
Signed
2026-02-18
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
11
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, 2025 and 2024, 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 Appendix351 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/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0122000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0122000
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0368600
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, 2025 AND 2024, 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/TotalBookValueLandBuildingsAmt0218830
IRS990ScheduleD/TotalExpensesPerForm990Amt0294053
IRS990ScheduleD/TotalRevenuePerForm990Amt0368600
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0368600
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0294053
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/TotalAssetsBOYAmt01001408
IRS990/TotalAssetsEOYAmt01075779
IRS990/TotalAssetsGrp/BOYAmt01001408
IRS990/TotalAssetsGrp/EOYAmt01075779
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt05000
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/TotalAmt0294053
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06526
IRS990/TotalLiabilitiesEOYAmt06350
IRS990/TotalLiabilitiesGrp/BOYAmt06526
IRS990/TotalLiabilitiesGrp/EOYAmt06350
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0994882
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01069429
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0345448
IRS990/TotalReportableCompFromOrgAmt045026
IRS990/TotalRevenueGrp/ExclusionAmt07331
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0356269
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0368600
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01001408
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01075779
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt08907
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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID MAROON JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03175549000
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-18
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/PreparationDt02026-02-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MALLORY ECKSTEIN
ReturnHeader/ReturnTs02026-02-25T08:52:39-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-05-01
ReturnHeader/TaxPeriodEndDt02025-04-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,075,779
Liabilities
$6,350
Net assets
$1,069,429
Revenue
$368,600
Expenses
$294,053
Net income
$74,547
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.08$0.01$1.07$0.37$0.29$0.07
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