Civic Intelligence

I a T S E Local 470

990EZ • Fiscal year 2018 • EIN 39-1479736

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 20, 2019

Organization ProfileN/A
PO Box 2421Appleton, WI 54912

(920) 629-5349

Siviq Scores

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

Liabilities / Assets

88th percentile

0.11x

Higher debt load relative to assets than 88% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

90th percentile

0.12x

Higher debt load relative to revenue than 90% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Net Margin

24th percentile

-6.0%

Higher net margin than 24% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Top Officer Pay

67th percentile

$5,502

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Asset Growth

27th percentile

-5.4%

Faster asset growth than 27% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

34th percentile

-3.3%

Faster revenue growth than 34% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets88th percentile

Assets

Down

$109,993

Down $6,259 (-5.4%) from 2017

Net Assets

Down

$98,299

Down $5,938 (-5.7%) from 2017

Liabilities

Down

$11,694

Down $321 (-2.7%) from 2017

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin24th percentile

Revenue

Down

$99,593

Down $3,374 (-3.3%) from 2017

Expenses

Up

$105,531

Up $6,750 (+6.8%) from 2017

Net Income

Down

-$5,938

Down $10,124 (-242%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$150K$100K$50K$0Assets 2011: $85,765Liabilities 2011: $878Net Assets 2011: $84,8872011Assets 2012: $81,368Liabilities 2012: $459Net Assets 2012: $80,9092012Assets 2013: $78,362Liabilities 2013: $369Net Assets 2013: $77,9932013Assets 2014: $86,657Liabilities 2014: $1,527Net Assets 2014: $85,1302014Assets 2015: $90,681Liabilities 2015: $631Net Assets 2015: $90,0502015Assets 2016: $107,159Liabilities 2016: $7,209Net Assets 2016: $99,9502016Assets 2017: $116,252Liabilities 2017: $12,015Net Assets 2017: $104,2372017Assets 2018: $109,993Liabilities 2018: $11,694Net Assets 2018: $98,2992018Assets 2021: $75,265Liabilities 2021: $0Net Assets 2021: $75,2652021Assets 2022: $94,776Liabilities 2022: $102Net Assets 2022: $94,6742022Assets 2023: $75,260Liabilities 2023: $16Net Assets 2023: $75,2442023

Highlighted filing

2018

Assets$109,993
Liabilities$11,694
Net Assets$98,299
Open 2018 Filing

Operations Trend

Revenue Growth34th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $98,228Expenses 2011: $83,397Net Income 2011: $14,8312011Revenue 2012: $84,264Expenses 2012: $88,242Net Income 2012: -$3,9782012Revenue 2013: $95,206Expenses 2013: $98,122Net Income 2013: -$2,9162013Revenue 2014: $91,419Expenses 2014: $84,282Net Income 2014: $7,1372014Revenue 2015: $92,255Expenses 2015: $87,335Net Income 2015: $4,9202015Revenue 2016: $86,243Expenses 2016: $76,343Net Income 2016: $9,9002016Revenue 2017: $102,967Expenses 2017: $98,781Net Income 2017: $4,1862017Revenue 2018: $99,593Expenses 2018: $105,531Net Income 2018: -$5,9382018Revenue 2021: $46,591Expenses 2021: $59,188Net Income 2021: -$12,5972021Revenue 2022: $128,708Expenses 2022: $109,299Net Income 2022: $19,4092022Revenue 2023: $112,959Expenses 2023: $132,389Net Income 2023: -$19,4302023

Highlighted filing

2018

Revenue$99,593
Expenses$105,531
Net Income-$5,938
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 20, 2019
Return Version
2018v3.1
Gross Receipts
$106,025
Mission and Program Overview

Mission

Provide trained labor force for technical theatre.

Provide a trained, knowledgeable labor force for all forms of technical theatre.

Program Services

DescriptionGrantsExpenses
INTERNATIONAL ALLIANCE OF THEATRICAL STATE EMPLOYEES--
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSHUA COBBSSecretary-$5,502-$5,502
R J NIELSENTreasurer-$5,502-$5,502
JASON LIENHARDPresident-$3,648-$3,648
KRISTI ROSS-CLAUSENVice Preside-$3,494-$3,494
RYAN DEQUAINEMember At La-$2,258-$2,258
CASEY GUILFOULEMember At La-$2,258-$2,258
THEODORE GRANTTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
I a T S E Local 470
EIN
39-1479736
Phone
9206295349
Address
PO BOX 2421, APPLETON, WI 54912

Signing Officer

Name
Theodore Grant
Title
Treasurer
Phone
7158533808
Signed
2019-09-20
Discuss with paid preparer
Yes

Preparer

Firm
Huberty & Associates Sc
Address
201 E FOND DU LAC ST PO BOX 272, RIPON, WI 54971
Preparer
Dean Rogers CPA
Phone
9207487741
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Hh referral fees 73,702 misc 3,015 application fees 1,333 fines 610 initiation fee 467 total 79,127”

Form 990-ez, Part I, Line 16

“Expenses advertising 6 office 1,528 travel 155 conventions 1,206 insurance 1,932 paypal fees 115 small equipment 285 sales tax 49 ia benefit fund 1,383 internet 888 telephone 760 member welfare 310 application fee 200 bank fee 167 capita tax 22,075 dues 450 donation 50 education and training 3,248 entertainment 144 negotations 693 rental-meetings 720 po boxes 96 software 123 total 36,583”

Form 990-ez, Part II, Line 24

“Inventories for sale or use 3,598 3,598 total 3,598 3,598”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 680 359 retained earnings 11,335 11,335”

Form 990-ez, Part III

“Provide a trained, knowledgeable labor force for all forms of technical theatre.”

Raw XML Appendix131 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0THEODORE GRANT
IRS990EZ/BooksInCareOfDetail/PhoneNum09206295349
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 2421
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0APPLETON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd054912
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0112654
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0106395
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt06432
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5938
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03048
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0116252
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0109993
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-5532
IRS990EZ/GrossReceiptsAmt0106025
IRS990EZ/GrossSalesOfInventoryAmt0900
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0698
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt025300
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0104237
IRS990EZ/NetAssetsOrFundBalancesEOYAmt098299
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0104237
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt098299
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt13648
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt23494
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt35502
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt45502
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt52258
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt62258
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0THEODORE GRANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JASON LIENHARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KRISTI ROSS-CLAUSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOSHUA COBBS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4R J NIELSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RYAN DEQUAINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CASEY GUILFOULE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBER AT LA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBER AT LA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03598
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03598
IRS990EZ/OtherExpensesTotalAmt036583
IRS990EZ/OtherRevenueTotalAmt079127
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE A TRAINED, KNOWLEDGEABLE LABOR FORCE FOR ALL FORMS OF TECHNICAL THEATRE.
IRS990EZ/PrintingPublicationsPostageAmt01098
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0INTERNATIONAL ALLIANCE OF THEATRICAL STATE EMPLOYEES
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt064802
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt012015
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt011694
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0105531
IRS990EZ/TotalRevenueAmt099593
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HH REFERRAL FEES 73,702 MISC 3,015 APPLICATION FEES 1,333 FINES 610 INITIATION FEE 467 TOTAL 79,127
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING 6 OFFICE 1,528 TRAVEL 155 CONVENTIONS 1,206 INSURANCE 1,932 PAYPAL FEES 115 SMALL EQUIPMENT 285 SALES TAX 49 IA BENEFIT FUND 1,383 INTERNET 888 TELEPHONE 760 MEMBER WELFARE 310 APPLICATION FEE 200 BANK FEE 167 CAPITA TAX 22,075 DUES 450 DONATION 50 EDUCATION AND TRAINING 3,248 ENTERTAINMENT 144 NEGOTATIONS 693 RENTAL-MEETINGS 720 PO BOXES 96 SOFTWARE 123 TOTAL 36,583
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INVENTORIES FOR SALE OR USE 3,598 3,598 TOTAL 3,598 3,598
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 680 359 RETAINED EARNINGS 11,335 11,335
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROVIDE A TRAINED, KNOWLEDGEABLE LABOR FORCE FOR ALL FORMS OF TECHNICAL THEATRE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THEODORE GRANT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07158533808
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0I A T S E LOCAL 470
ReturnHeader/Filer/BusinessNameControlTxt0IATS
ReturnHeader/Filer/EIN0391479736
ReturnHeader/Filer/PhoneNum09206295349
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2421
ReturnHeader/Filer/USAddress/CityNm0APPLETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054912
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00E5AF5371D98240B21F679FD19675512B4E388CD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D0ABF6C86D694F55EA6B38E1E91B657508865EC8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02019-09-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:13:36
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391392227
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HUBERTY & ASSOCIATES SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 E FOND DU LAC ST PO BOX 272
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RIPON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054971
ReturnHeader/PreparerPersonGrp/PhoneNum09207487741
ReturnHeader/PreparerPersonGrp/PreparationDt02019-09-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEAN ROGERS CPA
ReturnHeader/ReturnTs02019-09-20T13:13:36-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$109,993
Liabilities
$11,694
Net assets
$98,299
Revenue
$99,593
Expenses
$105,531
Net income
-$5,938
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.00$0.75$1.13$1.32$0.19
2022Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$1.29$1.09$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.00$0.75$0.47$0.59$0.13
2018Detailed filing. Detailed filing data is available for this year.$1.10$0.12$0.98$1.00$1.06$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.12$1.04$1.03$0.99$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.07$0.07$1.00$0.86$0.76$0.10
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.01$0.90$0.92$0.87$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.87$0.02$0.85$0.91$0.84$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.95$0.98$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.00$0.81$0.84$0.88$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$0.01$0.85$0.98$0.83$0.15