Civic Intelligence

Iuoe Local 369 Training Fund

990 • Fiscal year 2016 • EIN 47-4132247

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization ProfileN/A
878 Willow Tree CirCordova, TN 38018

(901) 754-7599

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.02x

Higher debt load relative to assets than 62% of similar nonprofits.

2016 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

65th percentile

0.03x

Higher debt load relative to revenue than 65% of similar nonprofits.

2016 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2016

Net Margin

95th percentile

40%

Higher net margin than 95% of similar nonprofits.

2016 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

100th percentile

653%

Faster asset growth than 100% of similar nonprofits.

2016 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

100th percentile

361%

Faster revenue growth than 100% of similar nonprofits.

2016 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Flat

$527,492

Flat from 2016

Net Assets

Flat

$516,035

Flat from 2016

Liabilities

Flat

$11,457

Flat from 2016

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin95th percentile

Revenue

Flat

$337,800

Flat from 2016

Expenses

Flat

$201,198

Flat from 2016

Net Income

Flat

$136,602

Flat from 2016

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2015: $70,075Liabilities 2015: $642Net Assets 2015: $69,4332015Assets 2016: $527,492Liabilities 2016: $11,457Net Assets 2016: $516,0352016Assets 2016: $527,492Liabilities 2016: $11,457Net Assets 2016: $516,0352016Assets 2018: $798,053Liabilities 2018: $0Net Assets 2018: $798,0532018Assets 2019: $1,032,629Liabilities 2019: $0Net Assets 2019: $1,032,6292019Assets 2020: $1,261,367Liabilities 2020: $507Net Assets 2020: $1,260,8602020Assets 2021: $1,401,594Liabilities 2021: $10,403Net Assets 2021: $1,391,1912021Assets 2022: $1,805,050Liabilities 2022: $13,032Net Assets 2022: $1,792,0182022Assets 2023: $2,517,371Liabilities 2023: $19,412Net Assets 2023: $2,497,9592023Assets 2024: $3,353,134Liabilities 2024: $6,889Net Assets 2024: $3,346,2452024

Highlighted filing

2016

Assets$527,492
Liabilities$11,457
Net Assets$516,035
Open 2016 Filing

Operations Trend

Revenue Growth100th percentile

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

$1.5M$1.0M$500K$0Revenue 2015: $73,208Expenses 2015: $3,775Net Income 2015: $69,4332015Revenue 2016: $337,800Expenses 2016: $201,198Net Income 2016: $136,6022016Revenue 2016: $337,800Expenses 2016: $201,198Net Income 2016: $136,6022016Revenue 2018: $301,803Expenses 2018: $103,405Net Income 2018: $198,3982018Revenue 2019: $321,402Expenses 2019: $86,958Net Income 2019: $234,4442019Revenue 2020: $388,969Expenses 2020: $160,517Net Income 2020: $228,4522020Revenue 2021: $430,015Expenses 2021: $285,949Net Income 2021: $144,0662021Revenue 2022: $709,693Expenses 2022: $276,813Net Income 2022: $432,8802022Revenue 2023: $1,006,370Expenses 2023: $311,164Net Income 2023: $695,2062023Revenue 2024: $1,071,392Expenses 2024: $255,577Net Income 2024: $815,8152024

Highlighted filing

2016

Revenue$337,800
Expenses$201,198
Net Income$136,602
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$337,800
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$63,097$378,018▲ $314,921
Land, Buildings, and Equipment, Net$6,978$149,474▲ $142,496
Total Assets$70,075$527,492▲ $457,417
Liabilities
Accounts Payable and Accrued Expenses$642$11,457▲ $10,815
Total Liabilities$642$11,457▲ $10,815
Net Assets / Fund Balance
Unrestricted Net Assets$69,433$516,035▲ $446,602
Total Net Assets Fund Balance$69,433$516,035▲ $446,602
Total Liabilities and Net Assets / Fund Balance$70,075$527,492▲ $457,417

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$130,297$13,265$143,562
Other Land Buildings$19,177$3,836$23,013
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Martin PattersonChairman
JD OdomEmployer Trustee
Paul AndersonUnion Trustee
Keith HopperSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$17,000
Program Service Revenue
$320,800
Investment Income
$0
Other Revenue
$0
All Other Contributions
$17,000
Change in Net Assets
$136,602

Audited Revenue Reconciliation

Revenue per Audited Statements
$337,800
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$337,800
Total Revenue per Form 990
$337,800
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$123,039
Other Expenses$78,159
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$72,827
Other Employee Benefits---$44,383
Office Expenses---$20,781
Depreciation Depletion---$16,467
Insurance---$14,658
Travel---$10,131
Fees for Services Accounting---$8,535
All Other Expenses---$7,379
Payroll Taxes---$5,829
Occupancy---$208
Total Functional Expenses$0$0$0$201,198

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$201,198
Total Expenses per Audited Statements$201,198
Total Expenses per Form 990$201,198
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
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 B, line 11B

“A copy of the Form 990 was provided to the Board of Trustees before it was filed.”

Form 990, Part VI, Section C, line 18

“Form 990 is available upon request.”

Form 990, Part VI, Section C, line 19

“The organization makes its governing documents available to the public upon request.”

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
Chairman
Phone
9017547599
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Martin Patterson
Formed
2015
Legal Domicile
Tn
Voting Board Members
4
Independent Board Members
0
Employees
1
Volunteers
0

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, Part XI, line 9:

“SAT Termination Proceeds 310,000.”

Financial Statement Notes

Part X, Line 2:

“The Plan is considered exempt from federal income tax under Section 501(c)(5) of the Internal Revenue Code. The Plan and the trust are required to operate in conformity with the Internal Revenue Code to maintain the tax-exempt status of the trust. Plan management believes that the Plan is being operated in compliance with the applicable requirements of the Internal Revenue Code. Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Plan and recognize a tax liability (or asset) if the Plan has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Based on this review, no reserves for uncertain tax positions were required to have been recorded or disclosed for the year ended December 31, 2016. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. With few exceptions, management believes the Plan is no longer subject to income tax examinations by tax authorities for years preceding December 31, 2012.”

Raw XML Appendix290 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0642
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt011457
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0Train 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.
IRS990/AllOtherContributionsAmt017000
IRS990/AllOtherExpensesGrp/TotalAmt07379
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Board of Trustees
IRS990/BooksInCareOfDetail/PhoneNum09017547599
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0878 Willow Tree Circle
IRS990/BooksInCareOfDetail/USAddress/CityNm0Cordova
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd038018
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt063097
IRS990/CashNonInterestBearingGrp/EOYAmt0378018
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt017000
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt078159
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0320800
IRS990/CYRevenuesLessExpensesAmt0136602
IRS990/CYSalariesCompEmpBnftPaidAmt0123039
IRS990/CYTotalExpensesAmt0201198
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0337800
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt016467
IRS990/Desc0Train 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.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt08535
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0Martin Patterson
IRS990/Form990PartVIISectionAGrp/PersonNm1Paul Anderson
IRS990/Form990PartVIISectionAGrp/PersonNm2Keith Hopper
IRS990/Form990PartVIISectionAGrp/PersonNm3JD Odom
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1Union Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Employer Trustee
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02015
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0337800
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/TotalAmt014658
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt017101
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06978
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0149474
IRS990/LandBldgEquipCostOrOtherBssAmt0166575
IRS990/LegalDomicileStateCd0TN
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Train 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt069433
IRS990/NetAssetsOrFundBalancesEOYAmt0516035
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt017000
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0208
IRS990/OfficeExpensesGrp/TotalAmt020781
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0310000
IRS990/OtherEmployeeBenefitsGrp/TotalAmt044383
IRS990/OtherSalariesAndWagesGrp/TotalAmt072827
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt05829
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Martin Patterson
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Employer Contributions
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0320800
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0320800
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt00
IRS990/PYOtherRevenueAmt07982
IRS990/PYProgramServiceRevenueAmt065226
IRS990/PYRevenuesLessExpensesAmt073208
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt00
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt073208
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0136602
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0130297
IRS990ScheduleD/EquipmentGrp/DepreciationAmt013265
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0143562
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0201198
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt019177
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03836
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt023013
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0337800
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Plan is considered exempt from federal income tax under Section 501(c)(5) of the Internal Revenue Code. The Plan and the trust are required to operate in conformity with the Internal Revenue Code to maintain the tax-exempt status of the trust. Plan management believes that the Plan is being operated in compliance with the applicable requirements of the Internal Revenue Code. Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Plan and recognize a tax liability (or asset) if the Plan has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Based on this review, no reserves for uncertain tax positions were required to have been recorded or disclosed for the year ended December 31, 2016. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. With few exceptions, management believes the Plan is no longer subject to income tax examinations by tax authorities for years preceding December 31, 2012.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0149474
IRS990ScheduleD/TotalExpensesPerForm990Amt0201198
IRS990ScheduleD/TotalRevenuePerForm990Amt0337800
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0337800
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0201198
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A copy of the Form 990 was provided to the Board of Trustees before it was filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990 is available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization makes its governing documents available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SAT Termination Proceeds 310,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XI, line 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt070075
IRS990/TotalAssetsEOYAmt0527492
IRS990/TotalAssetsGrp/BOYAmt070075
IRS990/TotalAssetsGrp/EOYAmt0527492
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt017000
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/TotalAmt0201198
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0642
IRS990/TotalLiabilitiesEOYAmt011457
IRS990/TotalLiabilitiesGrp/BOYAmt0642
IRS990/TotalLiabilitiesGrp/EOYAmt011457
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt069433
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0516035
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0320800
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0320800
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0337800
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt070075
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0527492
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt010131
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt069433
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0516035
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0878 Willow Tree Cir
IRS990/USAddress/CityNm0Cordova
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd038018
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Martin Patterson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/PhoneNum09017547599
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IUOE Local 369 Training Fund
ReturnHeader/Filer/BusinessNameControlTxt0IUOE
ReturnHeader/Filer/EIN0474132247
ReturnHeader/Filer/PhoneNum09017547599
ReturnHeader/Filer/USAddress/AddressLine1Txt0878 Willow Tree Cir
ReturnHeader/Filer/USAddress/CityNm0Cordova
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd038018
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E78C7F2926725EF4A64E180137C755E24D413C83
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FDE6D2B8E57BB0F8E42CC5F0812FBDBDB5266055
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt023.24.139.241
ReturnHeader/FilingSecurityInformation/IPDt02017-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MS
ReturnHeader/FilingSecurityInformation/IPTm008:22:47
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0510435869
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Needles & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0350 Interlocken Blvd STE 360
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Broomfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080021
ReturnHeader/PreparerPersonGrp/PhoneNum03034304225
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kurt D Needles CPA
ReturnHeader/ReturnTs02017-11-15T09:23:09-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$527,492
Liabilities
$11,457
Net assets
$516,035
Revenue
$337,800
Expenses
$201,198
Net income
$136,602
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.35$0.01$3.35$1.07$0.26$0.82
2023Detailed filing. Detailed filing data is available for this year.$2.52$0.02$2.50$1.01$0.31$0.70
2022Detailed filing. Detailed filing data is available for this year.$1.81$0.01$1.79$0.71$0.28$0.43
2021Detailed filing. Detailed filing data is available for this year.$1.40$0.01$1.39$0.43$0.29$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.39$0.16$0.23
2019Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.32$0.09$0.23
2018Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.30$0.10$0.20
2016Detailed filing. Detailed filing data is available for this year.$0.53$0.01$0.52$0.34$0.20$0.14
2016Detailed filing. Detailed filing data is available for this year.$0.53$0.01$0.52$0.34$0.20$0.14
2015Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.07$0.00$0.07