Civic Intelligence

Dubuque Electrical Apprenticeship Trust

990 • Fiscal year 2014 • EIN 46-2897549

Jun 01, 2013 to May 31, 2014 • Filed on Sep 26, 2016

Organization ProfileN/A
680 Main Street No 10052001

(563) 513-9948

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

98th percentile

92%

Higher net margin than 98% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

$198,687

No earlier filing loaded for comparison.

Net Assets

$198,687

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin98th percentile

Revenue

$215,049

No earlier filing loaded for comparison.

Expenses

$16,362

No earlier filing loaded for comparison.

Net Income

$198,687

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$300K$200K$100K$0Assets 2014: $198,687Liabilities 2014: $0Net Assets 2014: $198,6872014Assets 2015: $232,740Liabilities 2015: $0Net Assets 2015: $232,7402015Assets 2016: $223,232Liabilities 2016: $0Net Assets 2016: $223,2322016Assets 2017: $223,097Liabilities 2017: $0Net Assets 2017: $223,0972017Assets 2018: $253,850Liabilities 2018: $0Net Assets 2018: $253,8502018Assets 2019: $245,597Liabilities 2019: $0Net Assets 2019: $245,5972019Assets 2020: $245,659Liabilities 2020: $0Net Assets 2020: $245,6592020Assets 2021: $241,786Liabilities 2021: $0Net Assets 2021: $241,7862021Assets 2022: $203,645Liabilities 2022: $0Net Assets 2022: $203,6452022Assets 2023: $219,126Liabilities 2023: $0Net Assets 2023: $219,1262023

Highlighted filing

2014

Assets$198,687
Liabilities$0
Net Assets$198,687
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$300K$200K$100K$0-$100KRevenue 2014: $215,049Expenses 2014: $16,362Net Income 2014: $198,6872014Revenue 2015: $308,427Expenses 2015: $119,877Net Income 2015: $188,5502015Revenue 2016: $148,695Expenses 2016: $158,202Net Income 2016: -$9,5072016Revenue 2017: $146,655Expenses 2017: $146,790Net Income 2017: -$1352017Revenue 2018: $188,340Expenses 2018: $157,587Net Income 2018: $30,7532018Revenue 2019: $174,753Expenses 2019: $183,006Net Income 2019: -$8,2532019Revenue 2020: $171,654Expenses 2020: $171,592Net Income 2020: $622020Revenue 2021: $195,982Expenses 2021: $199,855Net Income 2021: -$3,8732021Revenue 2022: $160,072Expenses 2022: $198,213Net Income 2022: -$38,1412022Revenue 2023: $217,162Expenses 2023: $201,681Net Income 2023: $15,4812023

Highlighted filing

2014

Revenue$215,049
Expenses$16,362
Net Income$198,687
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2013 to May 31, 2014
Signed
Sep 26, 2016
Return Version
2013v4.0
Gross Receipts
$215,049
Mission and Program Overview

Mission

To recruit and train apprentices to meet the growing needs of the electrical industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$0$198,687▲ $198,687
Rtn Earn Endowment Incm Other Fnds$0$198,687▲ $198,687
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$0$198,687▲ $198,687
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$198,687▲ $198,687
Total Liabilities and Net Assets / Fund Balance$0$198,687▲ $198,687
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
Dennis DietzelChair
Dean MarkusTrustee
Korey PetersenTrustee
Lennie ThielenTrustee
Ron ThielenTrustee
Charlie SislerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$170,702
Program Service Revenue
$44,347
Investment Income
$0
Other Revenue
$0
All Other Contributions
$170,702
Change in Net Assets
$198,687

Audited Revenue Reconciliation

Revenue per Audited Statements
$215,049
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$215,049
Total Revenue per Form 990
$215,049
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$16,362
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$7,236--$7,236
Fees for Services Management$4,498--$4,498
Insurance$2,511--$2,511
All Other Expenses$1,267--$1,267
Fees for Services Accounting-$850-$850
Total Functional Expenses$15,512$850$0$16,362

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$16,362
Total Expenses per Audited Statements$16,362
Total Expenses per Form 990$16,362
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Lennie thielen and ron thielen are both trustees of the plan and they have a family relationship.”

Form 990, Part VI, Section A, Line 7A

“The board is made up of 3 union and 3 contractor representatives. These representatives are appointed by the local union and the contractors association, respectively.”

Form 990, Part VI, Section A, Line 8B

“The organization does not have any committees with the authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11

“The board of trustees reviews the 990 and approves it prior to filing with irs.”

Form 990, Part VI, Section C, Line 19

“The board of trustees makes governing documents and financials available to members upon request.”

Filing and Contact Details

Filer

EIN
46-2897549
Phone
5635139948

Signing Officer

Name
Charlie Sisler
Title
Chair
Phone
5635139948
Signed
2016-09-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charlie Sisler
Formed
2013
Legal Domicile
Ia
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Preparer
Doug Bertossi
Phone
6123764500
Supplemental Narrative

Additional Explanations

FORM 990 PART XII LINE 1:

“The accompanying financial statements have been prepared on the modified cash basis of accounting, which is a comprehensive basis of accounting other than accounting principles generally accepted in the united states of america. That basis differs from accounting principles generally accepted in the united states of america in that revenue is recognized when cash is received rather than when earned and expenses are recognized when paid instead of when goods or services are received. Assets and liabilities are generally not recorded with the exception of those resulting from cash transactions.”

Form 990 Part XII Line 2C

“Plan management reviews the form 990 that is prepared by the independent auditor before approving the 990.”

Form 990 Amended Return

“During the initial reporting year the organization filed a form 990-ez on the basis of being under the filing threshold for a form 990. Subsequent to filing, the organization discovered an error resulting in additional contributions being reported. As a result of these additional contributions, the fund is now over the reporting threshold and is filing a form 990 accordingly.”

Financial Statement Notes

PART X, LINE 2:

“The trust established under the fund to hold the fund's assets is qualified pursuant to section 501(c)(3) of the internal revenue code (irc) and a similar section of the iowa income tax law. The trust obtained its latest exemption letter on september 25, 2014, in which the internal revenue service (irs) stated that the trust, as then designed, was in compliance with the applicable requirements of the irc. Therefore, no provision for income taxes has been included in the fund's financial statements. Accounting principles generally accepted in the united states of america require fund management to evaluate tax positions taken by the fund and recognize a tax liability (or asset) if the fund has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix337 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/SupplementalInformationDetail/ExplanationTxt0THE TRUST ESTABLISHED UNDER THE FUND TO HOLD THE FUND'S ASSETS IS QUALIFIED PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND A SIMILAR SECTION OF THE IOWA INCOME TAX LAW. THE TRUST OBTAINED ITS LATEST EXEMPTION LETTER ON SEPTEMBER 25, 2014, IN WHICH THE INTERNAL REVENUE SERVICE (IRS) STATED THAT THE TRUST, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE FUND'S FINANCIAL STATEMENTS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt01. OUR DEPARTMENT OF LABOR APPROVED STANDARDS INCLUDES NONDISCRIMINATORY LANGUAGE. 3. NEWSPAPER ADS INCLUDE "MINORITIES, WOMEN, AND VETRANS ARE ENCOURAGED TO APPLY".
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt14B. THE SCHOOL DOES NOT HAVE SCHOLARSHIPS OF FINANCIAL ASSISTANCE. 4D. CONTRIBUTIONS ARE PER COLLECTIVE BARGAINING AGREEMENT - WE DO NOT SOLICIT PUBLIC CONTRIBUTIONS.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2THE PLAN IS CURRENTLY ANSWERING NO TO LINE 2 AS THE PROCESS IS NOT YET IN PLACE TO ADD THE NONDISCRIMINATORY STATEMENT TO ALL THE PLANS BROCHURES. THIS WILL BE WORKED ON IN FUTURE YEARS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE E PART I LINE 2
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LENNIE THIELEN AND RON THIELEN ARE BOTH TRUSTEES OF THE PLAN AND THEY HAVE A FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD IS MADE UP OF 3 UNION AND 3 CONTRACTOR REPRESENTATIVES. THESE REPRESENTATIVES ARE APPOINTED BY THE LOCAL UNION AND THE CONTRACTORS ASSOCIATION, RESPECTIVELY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF TRUSTEES REVIEWS THE 990 AND APPROVES IT PRIOR TO FILING WITH IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF TRUSTEES MAKES GOVERNING DOCUMENTS AND FINANCIALS AVAILABLE TO MEMBERS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ACCOMPANYING FINANCIAL STATEMENTS HAVE BEEN PREPARED ON THE MODIFIED CASH BASIS OF ACCOUNTING, WHICH IS A COMPREHENSIVE BASIS OF ACCOUNTING OTHER THAN ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. THAT BASIS DIFFERS FROM ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA IN THAT REVENUE IS RECOGNIZED WHEN CASH IS RECEIVED RATHER THAN WHEN EARNED AND EXPENSES ARE RECOGNIZED WHEN PAID INSTEAD OF WHEN GOODS OR SERVICES ARE RECEIVED. ASSETS AND LIABILITIES ARE GENERALLY NOT RECORDED WITH THE EXCEPTION OF THOSE RESULTING FROM CASH TRANSACTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PLAN MANAGEMENT REVIEWS THE FORM 990 THAT IS PREPARED BY THE INDEPENDENT AUDITOR BEFORE APPROVING THE 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DURING THE INITIAL REPORTING YEAR THE ORGANIZATION FILED A FORM 990-EZ ON THE BASIS OF BEING UNDER THE FILING THRESHOLD FOR A FORM 990. SUBSEQUENT TO FILING, THE ORGANIZATION DISCOVERED AN ERROR RESULTING IN ADDITIONAL CONTRIBUTIONS BEING REPORTED. AS A RESULT OF THESE ADDITIONAL CONTRIBUTIONS, THE FUND IS NOW OVER THE REPORTING THRESHOLD AND IS FILING A FORM 990 ACCORDINGLY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990 PART XII LINE 1:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990 PART XII LINE 2C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990 AMENDED RETURN
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsEOYAmt0198687
IRS990/TotalAssetsGrp/BOYAmt00
IRS990/TotalAssetsGrp/EOYAmt0198687
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0170702
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0850
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt015512
IRS990/TotalFunctionalExpensesGrp/TotalAmt016362
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0198687
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt015512
IRS990/TotalProgramServiceRevenueAmt044347
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt044347
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0215049
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0198687
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10680 MAIN STREET NO 100
IRS990/USAddress/City0DUBUQUE
IRS990/USAddress/State0IA
IRS990/USAddress/ZIPCode052001
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLIE SISLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum05635139948
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-26
ReturnHeader/Filer/BusinessName/BusinessNameLine10DUBUQUE ELECTRICAL APPRENTICESHIP TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DUBU
ReturnHeader/Filer/EIN0462897549
ReturnHeader/Filer/PhoneNum05635139948
ReturnHeader/Filer/USAddress/AddressLine10680 MAIN STREET NO 100
ReturnHeader/Filer/USAddress/City0DUBUQUE
ReturnHeader/Filer/USAddress/State0IA
ReturnHeader/Filer/USAddress/ZIPCode052001
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10220 SOUTH SIXTH STREET SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MINNEAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode055402
ReturnHeader/PreparerPersonGrp/PhoneNum06123764500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUG BERTOSSI
ReturnHeader/ReturnTs02016-10-07T14:24:37-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-06-01
ReturnHeader/TaxPeriodEndDt02014-05-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$198,687
Liabilities
$0
Net assets
$198,687
Revenue
$215,049
Expenses
$16,362
Net income
$198,687
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.19$0.00$2.19$2.17$2.02$0.15
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.04$0.00$2.04$1.60$1.98$0.38
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.42$0.00$2.42$1.96$2.00$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.46$0.00$2.46$1.72$1.72$0.00
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.46$0.00$2.46$1.75$1.83$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.54$0.00$2.54$1.88$1.58$0.31
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.23$0.00$2.23$1.47$1.47$0.00
2016Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$1.49$1.58$0.10
2015Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$3.08$1.20$1.89
2014Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$2.15$0.16$1.99