Civic Intelligence

Waterloo Joint Apprenticeship Training Trust

990EZ • Fiscal year 2014 • EIN 46-2897706

Jun 01, 2013 to May 31, 2014 • Filed on Dec 29, 2014

Organization ProfileN/A
1695 Burton AvenueWaterloo, IA 50703

(319) 233-8050

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

99th percentile

98%

Higher net margin than 99% 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

$185,483

No earlier filing loaded for comparison.

Net Assets

$185,483

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin99th percentile

Revenue

$188,785

No earlier filing loaded for comparison.

Expenses

$3,302

No earlier filing loaded for comparison.

Net Income

$185,483

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.

$600K$400K$200K$0Assets 2014: $185,483Liabilities 2014: $0Net Assets 2014: $185,4832014Assets 2015: $226,119Liabilities 2015: $724Net Assets 2015: $225,3952015Assets 2016: $249,900Liabilities 2016: $685Net Assets 2016: $249,2152016Assets 2017: $299,125Liabilities 2017: $674Net Assets 2017: $298,4512017Assets 2018: $292,545Liabilities 2018: $1,223Net Assets 2018: $291,3222018Assets 2019: $311,971Liabilities 2019: $1,311Net Assets 2019: $310,6602019Assets 2020: $272,690Liabilities 2020: $1,380Net Assets 2020: $271,3102020Assets 2021: $301,897Liabilities 2021: $1,065Net Assets 2021: $300,8322021Assets 2022: $319,621Liabilities 2022: $422Net Assets 2022: $319,1992022Assets 2023: $385,865Liabilities 2023: $880Net Assets 2023: $384,9852023Assets 2024: $460,969Liabilities 2024: $1,890Net Assets 2024: $459,0792024Assets 2025: $448,223Liabilities 2025: $1,335Net Assets 2025: $446,8882025

Highlighted filing

2014

Assets$185,483
Liabilities$0
Net Assets$185,483
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KRevenue 2014: $188,785Expenses 2014: $3,302Net Income 2014: $185,4832014Revenue 2015: $141,551Expenses 2015: $101,639Net Income 2015: $39,9122015Revenue 2016: $126,741Expenses 2016: $102,921Net Income 2016: $23,8202016Revenue 2017: $167,363Expenses 2017: $118,127Net Income 2017: $49,2362017Revenue 2018: $128,291Expenses 2018: $135,420Net Income 2018: -$7,1292018Revenue 2019: $143,385Expenses 2019: $124,047Net Income 2019: $19,3382019Revenue 2020: $166,793Expenses 2020: $206,143Net Income 2020: -$39,3502020Revenue 2021: $207,155Expenses 2021: $202,664Net Income 2021: $4,4912021Revenue 2022: $217,627Expenses 2022: $190,758Net Income 2022: $26,8692022Revenue 2023: $285,588Expenses 2023: $216,510Net Income 2023: $69,0782023Revenue 2024: $299,592Expenses 2024: $241,596Net Income 2024: $57,9962024Revenue 2025: $275,970Expenses 2025: $293,990Net Income 2025: -$18,0202025

Highlighted filing

2014

Revenue$188,785
Expenses$3,302
Net Income$185,483
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2013 to May 31, 2014
Signed
Dec 29, 2014
Return Version
2013v4.0
Gross Receipts
$188,785
Mission and Program Overview

Mission

To administer the apprenticeship and training programs for the electrical contracting industry in the waterloo area of iowa.

The Trust's mission is to educate the members of the International Brotherhood of Electrical Workers and National Electrical Contractors Association; insuring and providing the electrical industry with the most professionally trained and highly skilled workforce possible.

Program Services

DescriptionGrantsExpenses
The Trust was organized for the exclusive purpose of providing training and education of electrical apprentices, journeyman, or other appropriate persons who fall under the jurisdiction of the collective bargaining agreement by and between the Local Union #288 of the International Brotherhood of Electrical Workers (Union) and the Waterloo Division, Iowa Chapter, National Electrical Contractors Association, Inc. (Employer). The Trust will offer journeyman training classes as needed/required to ensure journeyman electricians are equipped with the latest electrical industry code and safety information. The Trust will employ licensed electrician instructors, who will educate, instruct, and train apprentice students and journeyman electricians under a variety of class structures. The Trust will operate a five year apprentice training program. The Trust will be funded by contributions from the Employer and Union in the amount and manner provided in the current collective bargaining agreement by and between the Employer and Union. For the fiscal year ended May 31, 2014, the aforementioned training and educational services were conducted by the Iowa Electrical Apprenticeship Training and Education Trust ("IEAT"), a tax-exempt organization pursuant to IRC 501(c)(3). During the fiscal year ended May 31, 2014, the Trust was organized in preparation for the assumption of IEAT's training and education services of the Waterloo region. Effective June 1, 2014, the Trust assumed said services.$3,301-
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charles KacherChairman-$0--
Kurt FrankVice Chairman-$0--
Ryan O'LearyTrustee-$0--
Chris WellsTrustee-$0--
Dirk HamiltonTrustee-$0--
Thomas AdamsonTrustee-$0--
Joshua BermanTrustee-$0--
Joseph DetermanTrustee-$0--
Jim RossDirectorPT$0--
Filing and Contact Details

Filer

EIN
46-2897706
Phone
3192338050

Signing Officer

Name
Charles Kacher
Title
Chairman
Signed
2014-12-29
Discuss with paid preparer
Yes

Preparer

Preparer
Tim Tarbell CPA
Phone
5152820200
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $67”

Other Expenses.1005

“Travel $59”

Other Expenses.1

“TELEPHONE $158”

Other Expenses.2

“MISCELLANEOUS $43”

Raw XML Appendix164 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Charles Kacher
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Ryan O'Leary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Chris Wells
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Thomas Adamson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Joshua Berman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Joseph Determan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Jim Ross
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0327
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The Trust's mission is to educate the members of the International Brotherhood of Electrical Workers and National Electrical Contractors Association; insuring and providing the electrical industry with the most professionally trained and highly skilled workforce possible.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Trust was organized for the exclusive purpose of providing training and education of electrical apprentices, journeyman, or other appropriate persons who fall under the jurisdiction of the collective bargaining agreement by and between the Local Union #288 of the International Brotherhood of Electrical Workers (Union) and the Waterloo Division, Iowa Chapter, National Electrical Contractors Association, Inc. (Employer). The Trust will offer journeyman training classes as needed/required to ensure journeyman electricians are equipped with the latest electrical industry code and safety information. The Trust will employ licensed electrician instructors, who will educate, instruct, and train apprentice students and journeyman electricians under a variety of class structures. The Trust will operate a five year apprentice training program. The Trust will be funded by contributions from the Employer and Union in the amount and manner provided in the current collective bargaining agreement by and between the Employer and Union. For the fiscal year ended May 31, 2014, the aforementioned training and educational services were conducted by the Iowa Electrical Apprenticeship Training and Education Trust ("IEAT"), a tax-exempt organization pursuant to IRC 501(c)(3). During the fiscal year ended May 31, 2014, the Trust was organized in preparation for the assumption of IEAT's training and education services of the Waterloo region. Effective June 1, 2014, the Trust assumed said services.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03301
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
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IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
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IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
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IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0The Trust's nondiscriminatory policy is printed on all application request forms.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $67
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $59
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MISCELLANEOUS $43
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Charles Kacher
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-12-29
ReturnHeader/Filer/BusinessName/BusinessNameLine10WATERLOO JOINT APPRENTICESHIP
ReturnHeader/Filer/BusinessName/BusinessNameLine20TRAINING TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WATE
ReturnHeader/Filer/EIN0462897706
ReturnHeader/Filer/PhoneNum03192338050
ReturnHeader/Filer/USAddress/AddressLine101695 BURTON AVENUE
ReturnHeader/Filer/USAddress/City0WATERLOO
ReturnHeader/Filer/USAddress/State0IA
ReturnHeader/Filer/USAddress/ZIPCode050703
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Tarbell & Co PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102130 Grand Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Des Moines
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0503125302
ReturnHeader/PreparerPersonGrp/PhoneNum05152820200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tim Tarbell CPA
ReturnHeader/ReturnTs02015-01-10T06:31:28-08:00
ReturnHeader/ReturnTypeCd0990EZ
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 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$185,483
Liabilities
$0
Net assets
$185,483
Revenue
$188,785
Expenses
$3,302
Net income
$185,483
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.48$0.01$4.47$2.76$2.94$0.18
2024Detailed filing. Detailed filing data is available for this year.$4.61$0.02$4.59$3.00$2.42$0.58
2023Detailed filing. Detailed filing data is available for this year.$3.86$0.01$3.85$2.86$2.17$0.69
2022Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.19$2.18$1.91$0.27
2021Detailed filing. Detailed filing data is available for this year.$3.02$0.01$3.01$2.07$2.03$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.73$0.01$2.71$1.67$2.06$0.39
2019Detailed filing. Detailed filing data is available for this year.$3.12$0.01$3.11$1.43$1.24$0.19
2018Detailed filing. Detailed filing data is available for this year.$2.93$0.01$2.91$1.28$1.35$0.07
2017Detailed filing. Detailed filing data is available for this year.$2.99$0.01$2.98$1.67$1.18$0.49
2016Detailed filing. Detailed filing data is available for this year.$2.50$0.01$2.49$1.27$1.03$0.24
2015Detailed filing. Detailed filing data is available for this year.$2.26$0.01$2.25$1.42$1.02$0.40
2014Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$1.89$0.03$1.85