Civic Intelligence

Joint Asbestos Training and Educational Trust Iahfiaw Local 40

990EZ • Fiscal year 2023 • EIN 45-4903942

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 22, 2024

302 Knights Run Avenue 1100Tampa, FL 33602

(518) 487-4854

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Net Margin

64th percentile

10.0%

Higher net margin than 64% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Top Officer Pay

74th percentile

$9,083

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 17.8% of source-year revenue.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Asset Growth

54th percentile

3.6%

Faster asset growth than 54% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

52nd percentile

4.1%

Faster revenue growth than 52% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$148,507

Up $5,092 (+3.6%) from 2022

Net Assets

Up

$148,507

Up $5,092 (+3.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$51,057

Up $2,009 (+4.1%) from 2022

Expenses

Up

$45,965

Up $203 (+0.4%) from 2022

Net Income

Up

$5,092

Up $1,806 (+55%) from 2022

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2015: $111,991Liabilities 2015: $5002015Assets 2016: $117,012Liabilities 2016: $9982016Assets 2017: $136,272Liabilities 2017: $1,1662017Assets 2018: $148,686Liabilities 2018: $1,548Net Assets 2018: $147,1382018Assets 2019: $143,187Liabilities 2019: $0Net Assets 2019: $143,1872019Assets 2020: $130,227Liabilities 2020: $0Net Assets 2020: $130,2272020Assets 2021: $141,843Liabilities 2021: $1,714Net Assets 2021: $140,1292021Assets 2022: $143,415Liabilities 2022: $0Net Assets 2022: $143,4152022Assets 2023: $148,507Liabilities 2023: $0Net Assets 2023: $148,5072023Assets 2024: $132,106Liabilities 2024: $0Net Assets 2024: $132,1062024

Highlighted filing

2023

Assets$148,507
Liabilities$0
Net Assets$148,507

Operations Trend

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

$100K$50K$0-$50KRevenue 2015: $77,577Expenses 2015: $37,996Net Income 2015: $39,5812015Revenue 2016: $41,155Expenses 2016: $36,632Net Income 2016: $4,5232016Revenue 2017: $42,299Expenses 2017: $23,207Net Income 2017: $19,0922017Revenue 2018: $50,312Expenses 2018: $38,280Net Income 2018: $12,0322018Revenue 2019: $41,663Expenses 2019: $45,614Net Income 2019: -$3,9512019Revenue 2020: $37,453Expenses 2020: $50,413Net Income 2020: -$12,9602020Revenue 2021: $49,272Expenses 2021: $39,370Net Income 2021: $9,9022021Revenue 2022: $49,048Expenses 2022: $45,762Net Income 2022: $3,2862022Revenue 2023: $51,057Expenses 2023: $45,965Net Income 2023: $5,0922023Revenue 2024: $48,887Expenses 2024: $65,288Net Income 2024: -$16,4012024

Highlighted filing

2023

Revenue$51,057
Expenses$45,965
Net Income$5,092
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 22, 2024
Return Version
2022v5.0
Gross Receipts
$51,057
Mission and Program Overview

Mission

To provide training to eligible members

Program Services

DescriptionGrantsExpenses
SEE ABOVE$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOMINICK OGBORNUnion TrusteePT$9,083-$9,083
LORNE BROWNEmployer Trustee-$0--
MATT CHAPINEmployer Trustee-$0--
MARK STUTOUnion TrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Joint Asbestos Training & Educational
EIN
45-4903942
Phone
5184874854
Address
302 KNIGHTS RUN AVENUE 1100, TAMPA, FL 33602

Signing Officer

Name
Mark Stuto
Title
Coordinator
Phone
5184874854
Signed
2024-04-22
Discuss with paid preparer
Yes

Preparer

Firm
Teal Becker & Chiaramonte Cpas Pc
Address
7 WASHINGTON SQUARE, ALBANY, NY 12205
Preparer
Paula Pierce CPA
Phone
5184566663
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 30.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: administrative expense. Amount: 1,749. Description: insurance. Amount: 3,296. Description: meetings. Amount: 1,785. Description: training. Amount: 6,241. Description: misc expense. Amount: 72. Total to form 990-ez, line 16: 13,143.

Form 990-ez, Part II, Line 24 - Other Assets

Description: contributions receivable. Beg. Of year amount: 3,095. End of year amount: 4,398. Description: due to/from related parties. Beg. Of year amount: 67,427. End of year amount: 67,303.

Raw XML Appendix122 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ZENITH AMERICAN SOLUTIONS
IRS990EZ/BooksInCareOfDetail/PhoneNum02039493244
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0302 KNIGHTS RUN AVENUE SUITE 1100
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TAMPA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033602
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt072893
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt076806
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt05092
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01050
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0143415
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0148507
IRS990EZ/GrossReceiptsAmt051057
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt030
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0143415
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0148507
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0143415
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0148507
IRS990EZ/OccupancyRentUtltsAndMaintAmt07770
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt38.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt09083
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DOMINICK OGBORN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LORNE BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MATT CHAPIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARK STUTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0UNION TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EMPLOYER TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2EMPLOYER TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3UNION TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt070522
IRS990EZ/OtherAssetsTotalDetail/EOYAmt071701
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt013143
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE TRAINING TO ELIGIBLE MEMBERS
IRS990EZ/ProgramServiceRevenueAmt051027
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SEE ABOVE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt024002
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt045965
IRS990EZ/TotalRevenueAmt051057
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 30.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ADMINISTRATIVE EXPENSE. AMOUNT: 1,749. DESCRIPTION: INSURANCE. AMOUNT: 3,296. DESCRIPTION: MEETINGS. AMOUNT: 1,785. DESCRIPTION: TRAINING. AMOUNT: 6,241. DESCRIPTION: MISC EXPENSE. AMOUNT: 72. TOTAL TO FORM 990-EZ, LINE 16: 13,143.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: CONTRIBUTIONS RECEIVABLE. BEG. OF YEAR AMOUNT: 3,095. END OF YEAR AMOUNT: 4,398. DESCRIPTION: DUE TO/FROM RELATED PARTIES. BEG. OF YEAR AMOUNT: 67,427. END OF YEAR AMOUNT: 67,303.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK STUTO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0COORDINATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05184874854
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOINT ASBESTOS TRAINING & EDUCATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST IAHFIAW LOCAL 40 C/O ZENITH
ReturnHeader/Filer/BusinessNameControlTxt0JOIN
ReturnHeader/Filer/EIN0454903942
ReturnHeader/Filer/PhoneNum05184874854
ReturnHeader/Filer/USAddress/AddressLine1Txt0302 KNIGHTS RUN AVENUE 1100
ReturnHeader/Filer/USAddress/CityNm0TAMPA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033602
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0141624930
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TEAL BECKER & CHIARAMONTE CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07 WASHINGTON SQUARE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALBANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012205
ReturnHeader/PreparerPersonGrp/PhoneNum05184566663
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAULA PIERCE CPA
ReturnHeader/ReturnTs02024-04-22T14:06:22-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STUTO
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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Filings