Civic Intelligence

Iuoe Local 369 Training Fund

990 • Fiscal year 2018 • EIN 47-4132247

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

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

34th percentile

0.00x

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

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

34th percentile

0.00x

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

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Net Margin

98th percentile

66%

Higher net margin than 98% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Asset Growth

87th percentile

23%

Faster asset growth than 87% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2016 to 2018

Revenue Growth

21st percentile

-5.5%

Faster revenue growth than 21% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2016 to 2018

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$798,053

Up $270,561 (+51%) from 2016

Net Assets

Up

$798,053

Up $282,018 (+55%) from 2016

Liabilities

Down

$0

Down $11,457 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin98th percentile

Revenue

Down

$301,803

Down $35,997 (-11%) from 2016

Expenses

Down

$103,405

Down $97,793 (-49%) from 2016

Net Income

Up

$198,398

Up $61,796 (+45%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth87th 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

2018

Assets$798,053
Liabilities$0
Net Assets$798,053
Open 2018 Filing

Operations Trend

Revenue Growth21st 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

2018

Revenue$301,803
Expenses$103,405
Net Income$198,398
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$301,803
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$440,999$667,574▲ $226,575
Land, Buildings, and Equipment, Net$151,268$113,518▼ $37,750
Accounts Receivable$16,961$16,961→ $0
Total Assets$609,228$798,053▲ $188,825
Liabilities
Accounts Payable and Accrued Expenses$9,573--
Total Liabilities$9,573$0▼ $9,573
Net Assets / Fund Balance
Unrestricted Net Assets$599,655$798,053▲ $198,398
Total Net Assets Fund Balance$599,655$798,053▲ $198,398
Total Liabilities and Net Assets / Fund Balance$609,228$798,053▲ $188,825

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$91,046$57,066$148,112
Other Land Buildings$22,472$32,491$54,963
Compensation and Service Providers
Top Officer Pay31st percentile

Board Members and Trustees

NameTitle
Martin PattersonChairman
Dwayne MarburyEmployer Trustee
Paul AndersonUnion Trustee
Keith HopperSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$274,662
Investment Income
$0
Other Revenue
$27,141
Change in Net Assets
$198,398

Audited Revenue Reconciliation

Revenue per Audited Statements
$301,803
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$301,803
Total Revenue per Form 990
$301,803
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$97,920
Salaries, Compensation, and Employee Benefits$5,485
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion---$37,748
Fees for Services Accounting-$29,825-$29,825
Insurance-$17,059-$17,059
Other Salaries and Wages-$3,321-$3,321
Other Employee Benefits-$1,677-$1,677
Other Expenses-$907-$907
Occupancy-$758-$758
Travel-$670-$670
All Other Expenses-$559-$559
Payroll Taxes-$487-$487
Office Expenses-$20-$20
Total Functional Expenses$0$65,657$0$103,405

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$103,405
Total Expenses per Audited Statements$103,405
Total Expenses per Form 990$103,405
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
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
Yes
Other officer compensation reviewed
Yes
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

“Board of trustees will be composed of four trustees, two whom will be employer trustees and two of whom will be union trustees.”

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

“A copy of form 990 is provided to the organization prior to filing.”

Form 990, Part VI, Section B, Line 15

“All compensation for all employees have to be approved by the board of directors and recorded in the minutes.”

Form 990, Part VI, Section C, Line 18

“Form 990 is available upon request.”

Form 990, Part VI, Section C, Line 19

“The organization keeps copies of its governing documents and financial statements in the office and are 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
2019-11-14
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
3
Volunteers
0

Preparer

Firm
Lenahan Smith & Bargiachi Pc
Address
1080 BROOKFIELD RD, MEMPHIS, TN 38119
Preparer
J Anthony Smith CPA
Phone
9016841100
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 1:

“990 part xii line 1 - the organazation uses the modified cash basis of accounting.”

FORM 990, PART XII, LINE 2C:

“Management assumes resposibility for oversight of the audit.”

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 years ended december 31, 2018. 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 it is no longer subject to income tax examinations for years preceding december 31, 2014.”

Raw XML Appendix328 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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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 YEARS ENDED DECEMBER 31, 2018. 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 IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRECEDING DECEMBER 31, 2014.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD OF TRUSTEES WILL BE COMPOSED OF FOUR TRUSTEES, TWO WHOM WILL BE EMPLOYER TRUSTEES AND TWO OF WHOM WILL BE UNION TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF FORM 990 IS PROVIDED TO THE ORGANIZATION PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL COMPENSATION FOR ALL EMPLOYEES HAVE TO BE APPROVED BY THE BOARD OF DIRECTORS AND RECORDED IN THE MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION KEEPS COPIES OF ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS IN THE OFFICE AND ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5990 PART XII LINE 1 - THE ORGANAZATION USES THE MODIFIED CASH BASIS OF ACCOUNTING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MANAGEMENT ASSUMES RESPOSIBILITY FOR OVERSIGHT OF THE AUDIT.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 1:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
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IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt0798053
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IRS990/TotalAssetsGrp/EOYAmt0798053
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt065657
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0103405
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt09573
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt09573
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0599655
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0798053
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0103405
IRS990/TotalProgramServiceRevenueAmt0274662
IRS990/TotalReportableCompFromOrgAmt00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0301803
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0301803
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0798053
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0670
IRS990/TravelGrp/TotalAmt0670
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0599655
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0798053
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IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd038018
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARTIN PATTERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum09017547599
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-14
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
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ReturnHeader/Filer/USAddress/ZIPCd038018
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00472B28946DA0986BB2231DE04061772E004F6C0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00472B28946DA0986BB2231DE04061772E004F6C0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.93.147.197
ReturnHeader/FilingSecurityInformation/IPDt02019-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:51:01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621422748
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LENAHAN SMITH & BARGIACHI PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01080 BROOKFIELD RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MEMPHIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd038119
ReturnHeader/PreparerPersonGrp/PhoneNum09016841100
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J ANTHONY SMITH CPA
ReturnHeader/ReturnTs02019-11-14T14:51:15-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$798,053
Liabilities
$0
Net assets
$798,053
Revenue
$301,803
Expenses
$103,405
Net income
$198,398
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