Civic Intelligence

Iuoe Local 369 Training Fund

990 • Fiscal year 2021 • EIN 47-4132247

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 04, 2022

Organization ProfileN/A
PO Box 2076Cordova, TN 38088

(901) 754-7599

Siviq Scores

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

Liabilities / Assets

46th percentile

0.01x

Higher debt load relative to assets than 46% of similar nonprofits.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

52nd percentile

0.02x

Higher debt load relative to revenue than 52% of similar nonprofits.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2021

Net Margin

88th percentile

34%

Higher net margin than 88% of similar nonprofits.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2021 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2021

Asset Growth

60th percentile

11%

Faster asset growth than 60% of similar nonprofits.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

70th percentile

11%

Faster revenue growth than 70% of similar nonprofits.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$1,401,594

Up $140,227 (+11%) from 2020

Net Assets

Up

$1,391,191

Up $130,331 (+10%) from 2020

Liabilities

Up

$10,403

Up $9,896 (+1952%) from 2020

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin88th percentile

Revenue

Up

$430,015

Up $41,046 (+11%) from 2020

Expenses

Up

$285,949

Up $125,432 (+78%) from 2020

Net Income

Down

$144,066

Down $84,386 (-37%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2021

Assets$1,401,594
Liabilities$10,403
Net Assets$1,391,191
Open 2021 Filing

Operations Trend

Revenue Growth70th 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

2021

Revenue$430,015
Expenses$285,949
Net Income$144,066
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 4, 2022
Return Version
2021v4.0
Gross Receipts
$430,015
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$1,150,204$1,146,171▼ $4,033
Land, Buildings, and Equipment, Net$111,163$255,423▲ $144,260
Total Assets$1,261,367$1,401,594▲ $140,227
Liabilities
Other Liabilities$507$10,403▲ $9,896
Total Liabilities$507$10,403▲ $9,896
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,260,860$1,391,191▲ $130,331
Total Net Assets Fund Balance$1,260,860$1,391,191▲ $130,331
Total Liabilities and Net Assets / Fund Balance$1,261,367$1,401,594▲ $140,227

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$255,423$181,870-
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
James PoolChairman
Keith HopperEmployer Tru
Dwayne MarburySecretary
Sherri CrabtreeUnion Truste
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$420,678
Investment Income
$9,337
Other Revenue
$0
Change in Net Assets
$144,066

Audited Revenue Reconciliation

Revenue per Audited Statements
$430,015
Total Revenue per Audited Statements
$430,015
Total Revenue per Form 990
$430,015
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$167,903
Salaries, Compensation, and Employee Benefits$118,046
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$74,211--$74,211
Depreciation Depletion$48,751--$48,751
Other Employee Benefits$37,912--$37,912
Occupancy$27,035--$27,035
Insurance$16,928--$16,928
All Other Expenses$4,567$10,493-$15,060
Payroll Taxes$5,923--$5,923
Other Expenses$5,396$23,730-$5,396
Fees for Services Accounting-$4,764-$4,764
Office Expenses-$4,380-$4,380
Fees for Services Legal$3,750--$3,750
Travel$1,008--$1,008
Total Functional Expenses$242,582$43,367$0$285,949

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$291,049
Expenses per Audited Statements$285,949
Total Expenses per Form 990$285,949
Expenses Not Reported on Form 990$5,100
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliate$10,403
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
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
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, Page 6, Part VI, Line 7A

“Board of trustees is composed of four trustees, two whom are employer turstees and two of whom are union trustees.”

Form 990, Page 6, Part VI, Line 11B

“Reviewed by the board of trustees before filed.”

Form 990, Page 6, Part VI, Line 15A

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

Form 990, Page 6, Part VI, Line 15B

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

Form 990, Page 6, Part VI, Line 18

“Form 990 is available upon request.”

Form 990, Page 6, Part VI, 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
PO BOX 2076, CORDOVA, TN 38088

Signing Officer

Name
James Pool
Title
Chairman
Phone
9017547599
Signed
2022-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Pool
Formed
2015
Legal Domicile
Tn
Voting Board Members
4
Independent Board Members
0
Employees
2

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 - ORGANIZATION'S 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.”

Form 990, Part XI, Line 9

“Adjustment -4,298 depreciation -5,100 total -9,398”

Financial Statement Notes

Schedule D, Page 4, Part XII, Line 2D

“Book / tax depreciation difference 5,100”

Raw XML Appendix311 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRAIN 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD OF TRUSTEES IS COMPOSED OF FOUR TRUSTEES, TWO WHOM ARE EMPLOYER TURSTEES AND TWO OF WHOM ARE UNION TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REVIEWED BY THE BOARD OF TRUSTEES BEFORE FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL COMPENSATION FOR ALL EMPLOYEES HAVE TO BE APPROVED BY THE BOARD OF DIRECTORS AND RECORDED IN THE MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL COMPENSATION FOR ALL EMPLOYEES HAVE TO BE APPROVED BY THE BOARD OF DIRECTORS AND RECORDED IN THE MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FORM 990 IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION KEEPS COPIES OF ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS IN THE OFFICE AND ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ADJUSTMENT -4,298 DEPRECIATION -5,100 TOTAL -9,398
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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IRS990/TotalLiabilitiesEOYAmt010403
IRS990/TotalLiabilitiesGrp/BOYAmt0507
IRS990/TotalLiabilitiesGrp/EOYAmt010403
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01260860
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01391191
IRS990/TotalProgramServiceExpensesAmt0242582
IRS990/TotalProgramServiceRevenueAmt0420678
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0430015
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0430015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01261367
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01401594
IRS990/TravelGrp/ProgramServicesAmt01008
IRS990/TravelGrp/TotalAmt01008
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0878 WILLOW TREE CIRCLE
IRS990/USAddress/CityNm0CORDOVA
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd038018
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES POOL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum09017547599
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IUOE LOCAL 369 TRAINING FUND
ReturnHeader/Filer/BusinessNameControlTxt0IUOE
ReturnHeader/Filer/EIN0474132247
ReturnHeader/Filer/PhoneNum09017547599
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2076
ReturnHeader/Filer/USAddress/CityNm0CORDOVA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd038088
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/PreparationDt02022-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J ANTHONY SMITH CPA
ReturnHeader/ReturnTs02022-11-15T10:16:05-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0POOL
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,401,594
Liabilities
$10,403
Net assets
$1,391,191
Revenue
$430,015
Expenses
$285,949
Net income
$144,066
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