Civic Intelligence

Plumbers-No 8 Educational Training Program Fund

990 • Fiscal year 2019 • EIN 44-0607605

May 01, 2018 to Apr 30, 2019 • Filed on Mar 16, 2020

5950 Manchester TrafficwayKansas City, MO 64130

(816) 895-8888

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.02x

Higher debt load relative to assets than 32% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.02x

Higher debt load relative to revenue than 29% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

75th percentile

17%

Higher net margin than 75% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

90th percentile

$205,666

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 15.8% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

78th percentile

18%

Faster asset growth than 78% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

30th percentile

-4.3%

Faster revenue growth than 30% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$1,603,690

Up $245,928 (+18%) from 2018

Net Assets

Up

$1,575,281

Up $227,164 (+17%) from 2018

Liabilities

Up

$28,409

Up $18,764 (+195%) from 2018

Revenue

Down

$1,304,672

Down $58,263 (-4.3%) from 2018

Expenses

Up

$1,077,508

Up $136,483 (+15%) from 2018

Net Income

Down

$227,164

Down $194,746 (-46%) from 2018

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $781,940Liabilities 2010: $256,756Net Assets 2010: $525,1842010Assets 2011: $965,866Liabilities 2011: $230,500Net Assets 2011: $735,3662011Assets 2012: $885,665Liabilities 2012: $211,874Net Assets 2012: $673,7912012Assets 2013: $695,227Liabilities 2013: $2,676Net Assets 2013: $692,5512013Assets 2014: $755,588Liabilities 2014: $6,533Net Assets 2014: $749,0552014Assets 2015: $662,975Liabilities 2015: $3,967Net Assets 2015: $659,0082015Assets 2016: $295,217Liabilities 2016: $14,205Net Assets 2016: $281,0122016Assets 2017: $982,587Liabilities 2017: $21,366Net Assets 2017: $961,2212017Assets 2018: $1,357,762Liabilities 2018: $9,645Net Assets 2018: $1,348,1172018Assets 2019: $1,603,690Liabilities 2019: $28,409Net Assets 2019: $1,575,2812019Assets 2020: $2,104,494Liabilities 2020: $11,555Net Assets 2020: $2,092,9392020Assets 2021: $2,676,906Liabilities 2021: $19,308Net Assets 2021: $2,657,5982021Assets 2022: $3,336,573Liabilities 2022: $25,632Net Assets 2022: $3,310,9412022Assets 2023: $3,576,562Liabilities 2023: $52,678Net Assets 2023: $3,523,8842023

Highlighted filing

2019

Assets$1,603,690
Liabilities$28,409
Net Assets$1,575,281

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $876,4652010Expenses 2011: $805,0122011Expenses 2012: $863,3042012Expenses 2013: $846,1482013Revenue 2014: $916,390Expenses 2014: $859,886Net Income 2014: $56,5042014Revenue 2015: $917,319Expenses 2015: $1,007,365Net Income 2015: -$90,0462015Revenue 2016: $979,653Expenses 2016: $1,039,665Net Income 2016: -$60,0122016Revenue 2017: $1,702,027Expenses 2017: $1,017,262Net Income 2017: $684,7652017Revenue 2018: $1,362,935Expenses 2018: $941,025Net Income 2018: $421,9102018Revenue 2019: $1,304,672Expenses 2019: $1,077,508Net Income 2019: $227,1642019Revenue 2020: $1,478,293Expenses 2020: $960,636Net Income 2020: $517,6572020Revenue 2021: $1,442,920Expenses 2021: $878,261Net Income 2021: $564,6592021Revenue 2022: $1,702,455Expenses 2022: $1,049,112Net Income 2022: $653,3432022Revenue 2023: $1,591,075Expenses 2023: $1,378,132Net Income 2023: $212,9432023

Highlighted filing

2019

Revenue$1,304,672
Expenses$1,077,508
Net Income$227,164
Jump To
Filing Snapshot
Filing Period
May 1, 2018 to Apr 30, 2019
Signed
Mar 16, 2020
Return Version
2018v3.2
Gross Receipts
$1,304,672
Mission and Program Overview

Mission

Training of plumbers and plumber apprentices.

Training of plumbers and plumber apprentices

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,348,117$1,575,281▲ $227,164
Cash and Non-Interest-Bearing Accounts$520,371$794,687▲ $274,316
Land, Buildings, and Equipment, Net$713,124$670,456▼ $42,668
Accounts Receivable$114,264$131,387▲ $17,123
Prepaid Expenses and Deferred Charges$10,003$7,160▼ $2,843
Total Assets$1,357,762$1,603,690▲ $245,928
Liabilities
Accounts Payable and Accrued Expenses$4,575$21,944▲ $17,369
Other Liabilities$5,070$6,465▲ $1,395
Total Liabilities$9,645$28,409▲ $18,764
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,348,117$1,575,281▲ $227,164
Total Liabilities and Net Assets / Fund Balance$1,357,762$1,603,690▲ $245,928

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$633,509$69,989$703,498
Equipment$36,947$35,842$72,789
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christopher SimmonsTraining COOFT$131,368$74,298$205,666
Christopher SimmonsTraining Coordinator-$131,368$74,298$205,666

Board Members and Trustees

NameTitle
Christopher RimelTrustee
Craig MullinsTrustee
Rob MarriottTrustee
Ryan EderTrustee
Tom AxtellTrustee
Tom GannTrustee
Charles B TarpleyTrustee/chai
Revenue and Support

Revenue Composition

Contributions and Grants
$16,712
Program Service Revenue
$1,283,231
Investment Income
$0
Other Revenue
$4,729
All Other Contributions
$16,712
Change in Net Assets
$227,164

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,304,672
Total Revenue per Audited Statements
$1,304,672
Total Revenue per Form 990
$1,304,672
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$678,003
Other Expenses$399,505
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$217,378$50,966-$268,344
Current Officers, Directors, Trustees, and Key Employees-$205,666-$205,666
Pension Plan Contributions$134,550$33,519-$168,069
Occupancy$99,051$14,981-$114,032
Depreciation Depletion$40,535$2,133-$42,668
Payroll Taxes$25,874$10,050-$35,924
Travel$30,713--$30,713
Fees for Services Other$16,983--$16,983
Fees for Services Accounting-$15,500-$15,500
All Other Expenses$8,001$4,528-$12,529
Office Expenses-$11,382-$11,382
Insurance$4,702$4,703-$9,405
Other Expenses$11,695$4,127-$4,127
Fees for Services Legal-$2,616-$2,616
Conferences and Meetings$1,259--$1,259
Total Functional Expenses$717,337$360,171$0$1,077,508

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,077,508
Total Expenses per Audited Statements$1,077,508
Total Expenses per Form 990$1,077,508
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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Taxes$6,465
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 9

Rob marriott 3433 roanoke road kansas city, mo 64111 tom axtell 1620 troost avenue kansas city, mo 64108

Form 990, Page 6, Part VI, Line 11B

The 990 was emailed to officers and trustees before submission. Each was asked to contact the director if they saw any need for changes.

Form 990, Page 6, Part VI, Line 12C

Disclosure of conflict of interest is discussed at regular meetings whenever the potential for such conflict arises. Organization does not do business with trustees' businesses.

Form 990, Page 6, Part VI, Line 15A

The organization maintains an employment agreement for these employees.

Form 990, Page 6, Part VI, Line 19

Documents are made available during normal business hours of the organization. There were no requests in the past year.

Filing and Contact Details

Filer

Filer Name
Plumbers No8 Educational Training
EIN
44-0607605
Phone
8168958888
Address
5950 MANCHESTER TRAFFICWAY, KANSAS CITY, MO 64130

Signing Officer

Name
Christopher Simmons
Title
Training Coordinator
Phone
8168958888
Signed
2020-03-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher Simmons
Legal Domicile
Mo
Voting Board Members
7
Independent Board Members
7
Employees
33

Preparer

Firm
Beverly Powell CPA LLC
Address
115 E WALNUT ST, INDEPENDENCE, MO 64050
Preparer
Beverly Powell
Phone
8168330078
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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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IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0ALL ENROLLMENT AND SOLICITATION MATERIALS DISCLOSE NON-DISCRIMINATION POLICY
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0205666
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROB MARRIOTT 3433 ROANOKE ROAD KANSAS CITY, MO 64111 TOM AXTELL 1620 TROOST AVENUE KANSAS CITY, MO 64108
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 WAS EMAILED TO OFFICERS AND TRUSTEES BEFORE SUBMISSION. EACH WAS ASKED TO CONTACT THE DIRECTOR IF THEY SAW ANY NEED FOR CHANGES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DISCLOSURE OF CONFLICT OF INTEREST IS DISCUSSED AT REGULAR MEETINGS WHENEVER THE POTENTIAL FOR SUCH CONFLICT ARISES. ORGANIZATION DOES NOT DO BUSINESS WITH TRUSTEES' BUSINESSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAINTAINS AN EMPLOYMENT AGREEMENT FOR THESE EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS ARE MADE AVAILABLE DURING NORMAL BUSINESS HOURS OF THE ORGANIZATION. THERE WERE NO REQUESTS IN THE PAST YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
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IRS990/TempOrPermanentEndowmentsInd0false
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0717337
IRS990/TotalFunctionalExpensesGrp/TotalAmt01077508
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IRS990/TotalLiabilitiesGrp/BOYAmt09645
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01575281
IRS990/TotalOtherCompensationAmt074298
IRS990/TotalProgramServiceExpensesAmt0717337
IRS990/TotalProgramServiceRevenueAmt01283231
IRS990/TotalReportableCompFromOrgAmt0131368
IRS990/TotalRevenueGrp/ExclusionAmt04729
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01283231
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01304672
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01357762
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01603690
IRS990/TravelGrp/ProgramServicesAmt030713
IRS990/TravelGrp/TotalAmt030713
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IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05950 MANCHESTER TRAFFICWAY
IRS990/USAddress/CityNm0KANSAS CITY
IRS990/USAddress/StateAbbreviationCd0MO
IRS990/USAddress/ZIPCd064130
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.PLUMBERSLOCAL8TRAININGCENTER.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTOPHER SIMMONS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRAINING COORDINATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08168958888
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLUMBERS NO8 EDUCATIONAL TRAINING
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FUND
ReturnHeader/Filer/BusinessNameControlTxt0PLUM
ReturnHeader/Filer/EIN0440607605
ReturnHeader/Filer/PhoneNum08168958888
ReturnHeader/Filer/USAddress/AddressLine1Txt05950 MANCHESTER TRAFFICWAY
ReturnHeader/Filer/USAddress/CityNm0KANSAS CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd064130
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C0AA0F651FC821C4050BB1F6D62EC6BB119F123A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C0AA0F651FC821C4050BB1F6D62EC6BB119F123A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.184.68.214
ReturnHeader/FilingSecurityInformation/IPDt02020-03-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:36:37
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BEVERLY POWELL CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0115 E WALNUT ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDEPENDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064050
ReturnHeader/PreparerPersonGrp/PhoneNum08168330078
ReturnHeader/PreparerPersonGrp/PreparationDt02020-03-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BEVERLY POWELL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-03-16T11:36:37-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-05-01
ReturnHeader/TaxPeriodEndDt02019-04-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$3.58$0.05$3.52$1.59$1.38$0.21
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.34$0.03$3.31$1.70$1.05$0.65
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.68$0.02$2.66$1.44$0.88$0.56
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.10$0.01$2.09$1.48$0.96$0.52
2019Detailed filing. Detailed filing data is available for this year.$1.60$0.03$1.58$1.30$1.08$0.23
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.36$0.01$1.35$1.36$0.94$0.42
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.02$0.96$1.70$1.02$0.68
2016Detailed filing. Detailed filing data is available for this year.$0.30$0.01$0.28$0.98$1.04$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.92$1.01$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.76$0.01$0.75$0.92$0.86$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.70$0.00$0.69$0.85
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.21$0.67$0.86
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.23$0.74$0.81
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.26$0.53$0.88
Peer Organizations

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