Civic Intelligence

Waterloo Joint Apprenticeship Training Trust

990EZ • Fiscal year 2020 • EIN 46-2897706

Jun 01, 2019 to May 31, 2020 • Filed on Feb 16, 2021

1695 Burton AveWaterloo, IA 50703

(319) 232-5374

Siviq Scores

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

Liabilities / Assets

59th percentile

0.01x

Higher debt load relative to assets than 59% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

61st percentile

0.01x

Higher debt load relative to revenue than 61% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

20th percentile

-24%

Higher net margin than 20% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

84th percentile

$23,124

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 13.9% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

25th percentile

-13%

Faster asset growth than 25% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

77th percentile

16%

Faster revenue growth than 77% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$272,690

Down $39,281 (-13%) from 2019

Net Assets

Down

$271,310

Down $39,350 (-13%) from 2019

Liabilities

Up

$1,380

Up $69 (+5.3%) from 2019

Revenue

Up

$166,793

Up $23,408 (+16%) from 2019

Expenses

Up

$206,143

Up $82,096 (+66%) from 2019

Net Income

Down

-$39,350

Down $58,688 (-303%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$272,690
Liabilities$1,380
Net Assets$271,310

Operations Trend

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

2020

Revenue$166,793
Expenses$206,143
Net Income-$39,350
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Feb 16, 2021
Return Version
2019v5.0
Gross Receipts
$166,793
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
TRAINING SERVICES FOR APPRENTICES AND JOURNEYMEN ELECTRICIANS.-$206,143
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATTY HOLCOMBTraining DirectorPT$23,124-$23,124
CHRIS REITERTrustee-$0--
CHRIS WELLSPresident-$0--
CHARLES KACHERTrustee-$0--
ED FOLLMUTHTrustee-$0--
IVAN KOZLOVSKYITrustee-$0--
JOE DETERMANTrustee-$0--
KURT FRANKVice Chairma-$0--
STEVE NORTHNESSTrustee-$0--
VANESSA ROBINSONTraining DirectorPT$0--
DIRK HAMILTONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Waterloo Joint Apprenticeship
EIN
46-2897706
Phone
3192325374
Address
1695 BURTON AVE, WATERLOO, IA 50703

Signing Officer

Name
Chris Wells
Title
President
Phone
3192325374
Signed
2021-02-16
Discuss with paid preparer
Yes

Preparer

Firm
Deboer & Associates Pc
Address
17330 WRIGHT ST STE 100, OMAHA, NE 68130-2157
Preparer
Eryn Stevens
Phone
4023335200
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office expenses 2,820 computer support 3,563 conferences and meetings 3,052 insurance expense 4,031 apprentice room and board 9,576 textbooks 17,692 traing supplies & exp 2,492 training pd to jatc's 90,371 non-investment depreciation 93 total 133,690

Form 990-ez, Part II, Line 24

Equipment 800 2,776 less accumulated depreciation 800 93 total 0 2,683

Form 990-ez, Part II, Line 26

Payroll taxes 1,311 1,380

Form 990-ez, Part III

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

Raw XML Appendix167 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/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHRIS REITER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRIS WELLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHARLES KACHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ED FOLLMUTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4IVAN KOZLOVSKYI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOE DETERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KURT FRANK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7STEVE NORTHNESS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VICE CHAIRMA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TRAINING DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9TRAINING DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02683
IRS990EZ/OtherExpensesTotalAmt0133690
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SalariesOtherCompEmplBnftAmt028108
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01311
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationTrustInd0X
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IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE JATC PUBLICIZES ITS RACIAL NONDISCRIMINATION POLICY ONLINE VIA ITS WEBSITE AS PRESCRIBED BY REV PROC 2019-22.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION RECEIVED A GRANT FROM THE IOWA ECONOMIC DEVELOPMENT AUTHORITY FOR WORKFORCE TRAINING PROGRAMS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSES 2,820 COMPUTER SUPPORT 3,563 CONFERENCES AND MEETINGS 3,052 INSURANCE EXPENSE 4,031 APPRENTICE ROOM AND BOARD 9,576 TEXTBOOKS 17,692 TRAING SUPPLIES & EXP 2,492 TRAINING PD TO JATC'S 90,371 NON-INVESTMENT DEPRECIATION 93 TOTAL 133,690
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EQUIPMENT 800 2,776 LESS ACCUMULATED DEPRECIATION 800 93 TOTAL 0 2,683
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PAYROLL TAXES 1,311 1,380
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO ADMINISTER THE APPRENTICESHIP AND TRAINING PROGRAMS FOR THE ELECTRICAL CONTRACTING INDUSTRY IN THE WATERLOO AREA OF IOWA.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS WELLS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03192325374
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WATERLOO JOINT APPRENTICESHIP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRAINING TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WATE
ReturnHeader/Filer/EIN0462897706
ReturnHeader/Filer/PhoneNum03192325374
ReturnHeader/Filer/USAddress/AddressLine1Txt01695 BURTON AVE
ReturnHeader/Filer/USAddress/CityNm0WATERLOO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050703
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470836395
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DEBOER & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017330 WRIGHT ST STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OMAHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0681302157
ReturnHeader/PreparerPersonGrp/PhoneNum04023335200
ReturnHeader/PreparerPersonGrp/PreparationDt02021-02-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERYN STEVENS
ReturnHeader/ReturnTs02021-02-16T16:11:15-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-06-01
ReturnHeader/TaxPeriodEndDt02020-05-31
ReturnHeader/TaxYr02019

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Filings