Liabilities / Assets
67th percentile
Higher debt load relative to assets than 67% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.01x
Liabilities / Revenue
66th percentile
Higher debt load relative to revenue than 66% of similar nonprofits.
Net Margin
100th percentile
Higher net margin than 100% of similar nonprofits.
Top Officer Pay
44th percentile
Higher top officer pay than 44% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
$70,075
No earlier filing loaded for comparison.
Net Assets
$69,433
No earlier filing loaded for comparison.
Liabilities
$642
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
$73,208
No earlier filing loaded for comparison.
Expenses
$3,775
No earlier filing loaded for comparison.
Net Income
$69,433
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- May 25, 2015 to Dec 31, 2015
- Signed
- Nov 15, 2017
- Return Version
- 2015v3.0
- Gross Receipts
- $73,208
Mission and Program Overview
Mission
Train apprentices in the skills of performing duties as an operating engineer and provide highly skilled, safe, and productive heavy equipment operators and stationary/facilities engineers to the construction, pipeline, stationary and environmental industries.
Train and provide highly skilled, safe, and productive heavy equipment operators and stationary/facilities engineers to the construction, pipeline, stationary and environmental industries.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Train and provide highly skilled, safe, and productive heavy equipment operators and stationary/facilities engineers to the construction, pipeline, stationary and environmental industries. | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JD Odom | Trustee | - | $0 | - | - |
| Keith Hopper | Trustee | - | $0 | - | - |
| Wayne Wells | Trustee | - | $0 | - | - |
| Clayton Ward | Trustee | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- IUOE Local 369 Training Fund
- EIN
- 47-4132247
- Phone
- 9017547599
- Address
- 878 Willow Tree Cir, Cordova, TN 38018
Signing Officer
- Name
- Martin Patterson
- Title
- Fund Representative
- Phone
- 9017547599
- Signed
- 2017-11-15
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Needles & Associates LLC
- Address
- 350 Interlocken Blvd STE 360, Broomfield, CO 80021
- Preparer
- Kurt D Needles CPA
- Phone
- 3034304225
Supplemental Narrative
Additional Explanations
Form 990-EZ, Part I, Line 8 - Other Revenue
“Description: Donations. Amount: 7,982.”
Form 990-EZ, Part I, Line 16 - Other Expenses
“Description: Supplies, maintenance and testing. Amount: 470. Description: Depreciation. Amount: 634. Description: Conferences, meetings and travel. Amount: 558. Description: Office and administrative. Amount: 136. Total to Form 990-EZ, line 16: 1,798.”
Form 990EZ; Part I
“The financial statements were updated subsequent to when the 990EZ was originally filed. The form was amended to reflect the 2015 final annual report.”
Form 990-EZ, Part II, Line 24 - Other Assets
“Description: Other Depreciable Assets. Beg. of Year Amount: 0. End of Year Amount: 6,978.”
Form 990-EZ, Part II, Line 26 - Other Liabilities
“Description: Payroll liabilities. Beg. of Year Amount: 0. End of Year Amount: 642.”
Form 990EZ; Part II
“The financial statements were updated subsequent to when the 990EZ was originally filed. The form was amended to reflect the 2015 final annual report.”
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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/AmendedReturnInd | 0 | X |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | Board of Trustees |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9017547599 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 878 Willow Tree Circle |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Cordova |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | TN |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 38018 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 63097 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 69433 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 70075 |
| IRS990EZ/GrossReceiptsAmt | 0 | 73208 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InitialReturnInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 0 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 69433 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 69433 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JD Odom |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Keith Hopper |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Wayne Wells |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Clayton Ward |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Trustee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Trustee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Trustee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Trustee |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 6978 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 1798 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 7982 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Train and provide highly skilled, safe, and productive heavy equipment operators and stationary/facilities engineers to the construction, pipeline, stationary and environmental industries. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 65226 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Train and provide highly skilled, safe, and productive heavy equipment operators and stationary/facilities engineers to the construction, pipeline, stationary and environmental industries. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 1977 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 642 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 3775 |
| IRS990EZ/TotalRevenueAmt | 0 | 73208 |
| IRS990EZ/TypeOfOrganizationTrustInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description: Donations. Amount: 7,982. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Description: Supplies, maintenance and testing. Amount: 470. Description: Depreciation. Amount: 634. Description: Conferences, meetings and travel. Amount: 558. Description: Office and administrative. Amount: 136. Total to Form 990-EZ, line 16: 1,798. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | The financial statements were updated subsequent to when the 990EZ was originally filed. The form was amended to reflect the 2015 final annual report. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Description: Other Depreciable Assets. Beg. of Year Amount: 0. End of Year Amount: 6,978. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Description: Payroll liabilities. Beg. of Year Amount: 0. End of Year Amount: 642. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | The financial statements were updated subsequent to when the 990EZ was originally filed. The form was amended to reflect the 2015 final annual report. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Part I, Line 8 - Other Revenue |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990-EZ, Part I, Line 16 - Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990EZ; Part I |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990-EZ, Part II, Line 24 - Other Assets |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990-EZ, Part II, Line 26 - Other Liabilities |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990EZ; Part II |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | The 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/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Martin Patterson |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Fund Representative |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9017547599 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-11-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | IUOE Local 369 Training Fund |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | IUOE |
| ReturnHeader/Filer/EIN | 0 | 474132247 |
| ReturnHeader/Filer/PhoneNum | 0 | 9017547599 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 878 Willow Tree Cir |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Cordova |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | TN |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 38018 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 510435869 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Needles & Associates LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 350 Interlocken Blvd STE 360 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Broomfield |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 80021 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 3034304225 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2017-11-15 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Kurt D Needles CPA |
| ReturnHeader/ReturnTs | 0 | 2017-11-15T09:20:48-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2015-05-25 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2015-12-31 |
| ReturnHeader/TaxYr | 0 | 2015 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $70,075
- Liabilities
- $642
- Net assets
- $69,433
- Revenue
- $73,208
- Expenses
- $3,775
- Net income
- $69,433