Civic Intelligence

Iuoe Local 369 Training Fund

990 • Fiscal year 2016 • EIN 47-4132247

Jan 01, 2016 to Dec 31, 2016 • Filed on Jan 25, 2018

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

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

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

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

Up

$527,492

Up $457,417 (+653%) from 2015

Net Assets

Up

$516,035

Up $446,602 (+643%) from 2015

Liabilities

Up

$11,457

Up $10,815 (+1685%) from 2015

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin95th percentile

Revenue

Up

$337,800

Up $264,592 (+361%) from 2015

Expenses

Up

$201,198

Up $197,423 (+5230%) from 2015

Net Income

Up

$136,602

Up $67,169 (+97%) from 2015

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 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 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
Jan 25, 2018
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$396,123▲ $333,026
Land, Buildings, and Equipment, Net$6,978$149,474▲ $142,496
Total Assets$70,075$545,597▲ $475,522
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$534,140▲ $464,707
Total Net Assets Fund Balance$69,433$534,140▲ $464,707
Total Liabilities and Net Assets / Fund Balance$70,075$545,597▲ $475,522

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 Pay30th percentile

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
$154,707

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$114,696
Other Expenses$68,397
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
Pension Plan Contributions---$25,298
Office Expenses---$17,332
Depreciation Depletion---$16,467
Insurance---$14,658
Other Employee Benefits---$10,742
Travel---$10,131
All Other Expenses---$7,379
Payroll Taxes---$5,829
Fees for Services Accounting---$2,222
Occupancy---$208
Total Functional Expenses$0$0$0$183,093

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$183,093
Total Expenses per Audited Statements$183,093
Total Expenses per Form 990$183,093
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
2018-01-25
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 I; Lines 18, 19, 20 and 22

“Expenses and assets were adjusted subsequent to when the Form 990 was filed because the annual audit was in the process of being finalized.”

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 Appendix296 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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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt023.24.139.241
ReturnHeader/FilingSecurityInformation/IPDt02018-02-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MS
ReturnHeader/FilingSecurityInformation/IPTm009:47:46
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/PreparationDt02018-02-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kurt D Needles CPA
ReturnHeader/ReturnTs02018-02-22T10:50:03-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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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
2015Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.07$0.00$0.07