Civic Intelligence

Carpenters Training And

EIN 47-3661262 • 501(c)6 • Greenwood, IN

Profile

Labor-management cooperation committee

711 Greenwood Springs DrGreenwood, IN 46143

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

68th percentile

10%

Higher net margin than 68% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

71st percentile

11%

Faster asset growth than 71% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

30%

Faster revenue growth than 84% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$444,533

Up $42,702 (+11%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$444,533

Up $42,702 (+11%) from 2023

Operations
Liabilities / Revenue51st percentileNet Margin68th percentile

Revenue

Up

$424,380

Up $98,790 (+30%) from 2023

Expenses

Down

$381,678

Down $30,519 (-7.4%) from 2023

Net Income

Up

$42,702

Up $129,309 (+149%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2016: $132,567Liabilities 2016: $02016Assets 2017: $155,892Liabilities 2017: $02017Assets 2018: $290,907Liabilities 2018: $0Net Assets 2018: $290,9072018Assets 2019: $328,949Liabilities 2019: $0Net Assets 2019: $328,9492019Assets 2020: $385,407Liabilities 2020: $0Net Assets 2020: $385,4072020Assets 2021: $424,666Liabilities 2021: $0Net Assets 2021: $424,6662021Assets 2022: $488,438Liabilities 2022: $0Net Assets 2022: $488,4382022Assets 2023: $401,831Liabilities 2023: $0Net Assets 2023: $401,8312023Assets 2024: $444,533Liabilities 2024: $0Net Assets 2024: $444,5332024

Highlighted filing

2024

Assets$444,533
Liabilities$0
Net Assets$444,533
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2016: $132,909Expenses 2016: $342Net Income 2016: $132,5672016Revenue 2017: $173,117Expenses 2017: $149,792Net Income 2017: $23,3252017Revenue 2018: $281,311Expenses 2018: $146,296Net Income 2018: $135,0152018Revenue 2019: $305,993Expenses 2019: $267,951Net Income 2019: $38,0422019Revenue 2020: $305,184Expenses 2020: $248,726Net Income 2020: $56,4582020Revenue 2021: $269,321Expenses 2021: $230,062Net Income 2021: $39,2592021Revenue 2022: $286,256Expenses 2022: $222,484Net Income 2022: $63,7722022Revenue 2023: $325,590Expenses 2023: $412,197Net Income 2023: -$86,6072023Revenue 2024: $424,380Expenses 2024: $381,678Net Income 2024: $42,7022024

Highlighted filing

2024

Revenue$424,380
Expenses$381,678
Net Income$42,702
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$444,533
Liabilities
$0
Net assets
$444,533
Revenue
$424,380
Expenses
$381,678
Net income
$42,702
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$4.24$3.82$0.43
2023Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$3.26$4.12$0.87
2022Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$2.86$2.22$0.64
2021Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$2.69$2.30$0.39
2020Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$3.05$2.49$0.56
2019Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$3.06$2.68$0.38
2018Summary only. Only limited summary data is available for this year.$2.91$0.00$2.91$2.81$1.46$1.35
2017Summary only. Only limited summary data is available for this year.$1.56$0.00$1.73$1.50$0.23
2016Summary only. Only limited summary data is available for this year.$1.33$0.00$1.33$0.00$1.33
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$424,380
Mission and Program Overview

Mission

Labor-management cooperation committee

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$401,831$444,533▲ $42,702
Total Assets$401,831$444,533▲ $42,702
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$401,831$444,533▲ $42,702
Total Net Assets Fund Balance$401,831$444,533▲ $42,702
Total Liabilities and Net Assets / Fund Balance$401,831$444,533▲ $42,702
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Jim HissDirector
Joseph CoarDirector
Ken LyonsDirector
Matt McgriffDirector
Rick PettryDirector
Adam FedakDirector - New
Michael KwiatkowskiDirector - Past
Neal StrangeAdministrator - New
Adam FedakAdministrator - Past
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$416,946
Investment Income
$7,434
Other Revenue
$0
Change in Net Assets
$42,702
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$381,678
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
Advertising---$31,273
Other Expenses---$25,434
Conferences and Meetings---$14,616
Total Functional Expenses$0$0$0$381,678
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
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 7A

“The organization shall be administered by a board of directors consisting of an equal number of employer directors and union directors. The association(s) participating in this trust shall appoint directors ('employer director") and the union shall appoint a number of directors (union director") which will be equal to the total of employer directors.”

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

“Contemporaneous documentation of the governing body meeting is not maintained.”

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

“There are no committees with the authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“The completed form 990 is provided to the entire board of directors, which review the form. Once the form is reviewed and approved, it is signed and submitted to the irs.”

Form 990, Part VI, Section C, Line 19

“All governing documents and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Carpenters Training and
EIN
47-3661262
Phone
3178075722
Address
711 GREENWOOD SPRINGS DR, GREENWOOD, IN 46143

Signing Officer

Name
Ken Lyons
Title
Director
Phone
3178075722
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ken Lyons
Formed
2015
Legal Domicile
In
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Legacy Professionals Llp
Address
4 WESTBROOK CORPORATE CTR STE 700, WESTCHESTER, IL 60154
Preparer
Eric Wallin
Phone
3123680500
Raw XML Appendix287 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
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IRS990/ActivitiesConductedPrtshpInd00
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IRS990/AdvertisingGrp/TotalAmt031273
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KIRSTEN FORNEY
IRS990/BooksInCareOfDetail/PhoneNum05742675264
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01095 MARINERS DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0WARSAW
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd046582
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IRS990/Desc0OPERATION OF A COMMITTEE FOR THE PURPOSES OF RECOGNIZING THE ACHIEVEMENTS OF CARPENTER APPRENTICES AND JOURNEYMEN AND PROMTOING THEIR ACCOMPLISHMENTS TO INTERESTED PARTIES IN THE CONSTRUCTION INDUSTRY, IMPROVING RELATIONS AMONG THE UNION AND THE EMPLOYERS, PROMOTION OF THE USE OF UNION CARPENTER LABOR, AND ANALYSIS OF THE CONSTRUCTION MARKET AND EMPLOYEE TRAINING.
IRS990/DescribedInSection501c3Ind00
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0RICK PETTRY
IRS990/Form990PartVIISectionAGrp/PersonNm1JOSEPH COAR
IRS990/Form990PartVIISectionAGrp/PersonNm2KEN LYONS
IRS990/Form990PartVIISectionAGrp/PersonNm3JIM HISS
IRS990/Form990PartVIISectionAGrp/PersonNm4MICHAEL KWIATKOWSKI
IRS990/Form990PartVIISectionAGrp/PersonNm5MATT MCGRIFF
IRS990/Form990PartVIISectionAGrp/PersonNm6ADAM FEDAK
IRS990/Form990PartVIISectionAGrp/PersonNm7ADAM FEDAK
IRS990/Form990PartVIISectionAGrp/PersonNm8NEAL STRANGE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR - NEW
IRS990/Form990PartVIISectionAGrp/TitleTxt7ADMINISTRATOR - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt8ADMINISTRATOR - NEW
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02015
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0424380
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt07434
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07434
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IN
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd00
IRS990/MissionDesc0LABOR-MANAGEMENT COOPERATION COMMITTEE
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0401831
IRS990/NetAssetsOrFundBalancesEOYAmt0444533
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0401831
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
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IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0APPRENTICESHIP BANQUET
IRS990/OtherExpensesGrp/Desc1BANK FEES
IRS990/OtherExpensesGrp/TotalAmt0310355
IRS990/OtherExpensesGrp/TotalAmt125434
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
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IRS990/ProfessionalFundraisingInd00
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION SHALL BE ADMINISTERED BY A BOARD OF DIRECTORS CONSISTING OF AN EQUAL NUMBER OF EMPLOYER DIRECTORS AND UNION DIRECTORS. THE ASSOCIATION(S) PARTICIPATING IN THIS TRUST SHALL APPOINT DIRECTORS ('EMPLOYER DIRECTOR") AND THE UNION SHALL APPOINT A NUMBER OF DIRECTORS (UNION DIRECTOR") WHICH WILL BE EQUAL TO THE TOTAL OF EMPLOYER DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONTEMPORANEOUS DOCUMENTATION OF THE GOVERNING BODY MEETING IS NOT MAINTAINED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE COMPLETED FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF DIRECTORS, WHICH REVIEW THE FORM. ONCE THE FORM IS REVIEWED AND APPROVED, IT IS SIGNED AND SUBMITTED TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/USAddress/CityNm0GREENWOOD
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IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KEN LYONS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03178075722
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARPENTERS TRAINING AND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PROMOTION LMCC INC
ReturnHeader/Filer/BusinessNameControlTxt0CARP
ReturnHeader/Filer/EIN0473661262
ReturnHeader/Filer/PhoneNum03178075722
ReturnHeader/Filer/USAddress/AddressLine1Txt0711 GREENWOOD SPRINGS DR
ReturnHeader/Filer/USAddress/CityNm0GREENWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046143
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320043599
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEGACY PROFESSIONALS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04 WESTBROOK CORPORATE CTR STE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060154
ReturnHeader/PreparerPersonGrp/PhoneNum03123680500
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC WALLIN
ReturnHeader/ReturnTs02025-05-14T11:15:50-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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