Civic Intelligence

Baltimore Electrical Joint Apprenticeship & Training Trust Fu

990 • Fiscal year 2013 • EIN 52-0741049

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 07, 2014

Organization ProfileJATC24.ORG
2699 W Patapsco Avenue21230

(410) 247-3313

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

7th percentile

0.00x

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

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Net Margin

74th percentile

16%

Higher net margin than 74% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

45th percentile

$97,989

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Asset Growth

52nd percentile

3.2%

Faster asset growth than 52% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

13th percentile

-16%

Faster revenue growth than 13% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$7,270,578

Up $228,044 (+3.2%) from 2012

Net Assets

Up

$7,270,578

Up $228,044 (+3.2%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin74th percentile

Revenue

Down

$1,850,992

Down $361,827 (-16%) from 2012

Expenses

Down

$1,556,987

Down $77,113 (-4.7%) from 2012

Net Income

Down

$294,005

Down $284,714 (-49%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$15M$10M$5.0M$0Assets 2011: $6,466,294Liabilities 2011: $0Net Assets 2011: $6,466,2942011Assets 2012: $7,042,534Liabilities 2012: $0Net Assets 2012: $7,042,5342012Assets 2013: $7,270,578Liabilities 2013: $0Net Assets 2013: $7,270,5782013Assets 2014: $7,536,014Liabilities 2014: $0Net Assets 2014: $7,536,0142014Assets 2015: $7,731,103Liabilities 2015: $0Net Assets 2015: $7,731,1032015Assets 2016: $8,013,331Liabilities 2016: $0Net Assets 2016: $8,013,3312016Assets 2017: $8,357,915Liabilities 2017: $0Net Assets 2017: $8,357,9152017Assets 2018: $8,827,489Liabilities 2018: $0Net Assets 2018: $8,827,4892018Assets 2019: $9,408,017Liabilities 2019: $0Net Assets 2019: $9,408,0172019Assets 2020: $10,333,026Liabilities 2020: $2,871Net Assets 2020: $10,330,1552020Assets 2021: $10,747,372Liabilities 2021: $12,831Net Assets 2021: $10,734,5412021Assets 2022: $10,588,788Liabilities 2022: $47,949Net Assets 2022: $10,540,8392022Assets 2023: $10,913,552Liabilities 2023: $9,984Net Assets 2023: $10,903,5682023Assets 2024: $11,349,102Liabilities 2024: $21,141Net Assets 2024: $11,327,9612024

Highlighted filing

2013

Assets$7,270,578
Liabilities$0
Net Assets$7,270,578
Open 2013 Filing

Operations Trend

Revenue Growth13th percentile

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

$3.0M$2.0M$1.0M$0Revenue 2011: $1,911,160Expenses 2011: $1,666,996Net Income 2011: $244,1642011Revenue 2012: $2,212,819Expenses 2012: $1,634,100Net Income 2012: $578,7192012Revenue 2013: $1,850,992Expenses 2013: $1,556,987Net Income 2013: $294,0052013Revenue 2014: $1,820,924Expenses 2014: $1,608,637Net Income 2014: $212,2872014Revenue 2015: $1,830,574Expenses 2015: $1,612,192Net Income 2015: $218,3822015Revenue 2016: $1,942,708Expenses 2016: $1,699,918Net Income 2016: $242,7902016Revenue 2017: $1,975,784Expenses 2017: $1,744,895Net Income 2017: $230,8892017Revenue 2018: $2,193,585Expenses 2018: $1,685,714Net Income 2018: $507,8712018Revenue 2019: $2,177,937Expenses 2019: $1,846,945Net Income 2019: $330,9922019Revenue 2020: $2,294,819Expenses 2020: $1,701,396Net Income 2020: $593,4232020Revenue 2021: $2,328,516Expenses 2021: $1,986,339Net Income 2021: $342,1772021Revenue 2022: $2,357,559Expenses 2022: $2,117,574Net Income 2022: $239,9852022Revenue 2023: $2,635,738Expenses 2023: $2,550,126Net Income 2023: $85,6122023Revenue 2024: $2,956,119Expenses 2024: $2,604,152Net Income 2024: $351,9672024

Highlighted filing

2013

Revenue$1,850,992
Expenses$1,556,987
Net Income$294,005
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 7, 2014
Return Version
2013v3.0
Gross Receipts
$2,747,118
Mission and Program Overview

Mission

To train and educate apprentices in the electrical industry in the baltimore, maryland area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$7,042,534$7,270,578▲ $228,044
Investments Other Securities$1,604,742$1,634,145▲ $29,403
Savings and Temporary Cash Investments$789,607$1,068,221▲ $278,614
Cash and Non-Interest-Bearing Accounts$852,390$772,609▼ $79,781
Land, Buildings, and Equipment, Net$62,826$46,247▼ $16,579
Inventories for Sale or Use$11,055$27,442▲ $16,387
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$7,042,534$7,270,578▲ $228,044
Other Assets Total$3,721,914$3,721,914→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,042,534$7,270,578▲ $228,044
Total Liabilities and Net Assets / Fund Balance$7,042,534$7,270,578▲ $228,044

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$46,247$473,907$520,154
Other Assets Org$3,721,914--
Other Securities$15,160--
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseTotal
David W NorfolkDirectorFT$97,989$97,989
Neil E WilfordAssistant DirectorFT$81,922$81,922

Board Members and Trustees

NameTitle
Alvin H Pettie JrChairman
Peter P DemchukSecretary/ Trustee
Carmen D VosoTrustee
Curtis V ReedTrustee
David F VosoTrustee
James W LaziuckTrustee
Kevin M ShilohTrustee
Paul R BeckTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,751,416
Investment Income
$51,656
Other Revenue
$47,920
Change in Net Assets
$294,005

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,850,992
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$132,519
Total Revenue per Audited Statements
$1,983,511
Total Revenue per Form 990
$1,850,992
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,055,625
Other Expenses$501,362
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$510,153$161,363-$671,516
Other Employee Benefits$147,110$92,328-$239,438
All Other Expenses$57,627$63,570-$121,197
Current Officers, Directors, Trustees, and Key Employees$97,989--$97,989
Payroll Taxes$34,338$12,344-$46,682
Office Expenses-$36,613-$36,613
Insurance-$20,270-$20,270
Depreciation Depletion-$19,928-$19,928
Other Expenses$56,060$17,402-$17,402
Conferences and Meetings-$17,303-$17,303
Fees for Services Legal-$15,800-$15,800
Travel-$12,366-$12,366
Fees for Services Accounting-$6,591-$6,591
Total Functional Expenses$1,046,687$510,300$0$1,556,987

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,755,467
Expenses per Audited Statements$1,556,987
Total Expenses per Form 990$1,556,987
Expenses Not Reported on Form 990$198,480
Expenses Not Reported on Financial Statements$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
Lobbying 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
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 B, Line 11

“The form 990 is made available to all board memebers at a meeting at which they conduct their usual business.”

Form 990, Part VI, Section B, Line 15

“Compensation for the training director and other employees of the trust fund are based on the pay scale of journeymen as outlined in the collective bargaining agreement.”

Form 990, Part VI, Section C, Line 19

“Information in this section is made available to the public based on specific requests from the public. Form 990 is available on the internet since the trust fund is an exempt organization under 501(c)(3) of the code.”

Filing and Contact Details

Filer

EIN
52-0741049
Phone
4102473313

Signing Officer

Name
David W Norfolk
Title
Training Director
Phone
4102473313
Signed
2014-07-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David W Norfolk
Formed
1989
Legal Domicile
Md
Voting Board Members
8
Independent Board Members
8
Employees
17
Volunteers
0

Preparer

Preparer
Angeline White CPA Cca
Phone
4103396464
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The trustee take responsibility to review the audited financial statements and appoint the independent auditors.”

Financial Statement Notes

PART X, LINE 2:

“No uncertain tax positions under fin 48 exist.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Inventory cost of goods sold 198,480.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Inventory cost of good sold 198,480.”

Raw XML AppendixShowing 400 of 522 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/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO TRAIN AND EDUCATE APPRENTICES IN THE ELECTRICAL INDUSTRY IN THE BALTIMORE, MARYLAND AREA.
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt063570
IRS990/AllOtherExpensesGrp/ProgramServicesAmt057627
IRS990/AllOtherExpensesGrp/TotalAmt0121197
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum04102473313
IRS990/BooksInCareOfDetail/USAddress/AddressLine102699 W PATAPSCO AVENUE
IRS990/BooksInCareOfDetail/USAddress/City0BALTIMORE
IRS990/BooksInCareOfDetail/USAddress/State0MD
IRS990/BooksInCareOfDetail/USAddress/ZIPCode021230
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt07042534
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt07270578
IRS990/CashNonInterestBearingGrp/BOYAmt0852390
IRS990/CashNonInterestBearingGrp/EOYAmt0772609
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt097989
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt097989
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt017303
IRS990/ConferencesMeetingsGrp/TotalAmt017303
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CostOfGoodsSoldAmt0198480
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt051656
IRS990/CYOtherExpensesAmt0501362
IRS990/CYOtherRevenueAmt047920
IRS990/CYProgramServiceRevenueAmt01751416
IRS990/CYRevenuesLessExpensesAmt0294005
IRS990/CYSalariesCompEmpBnftPaidAmt01055625
IRS990/CYTotalExpensesAmt01556987
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01850992
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt019928
IRS990/DepreciationDepletionGrp/TotalAmt019928
IRS990/Desc0THE FUND PROVIDES PROGRAMS FOR THE TRAINING AND EDUCATION OF ELECTRICAL APPRENTICES, JOURNEYMEN, AND OTHER PERSONS WHO ARE PARTICIPATING MEMBERS OF LOCAL UNION NO. 24.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DistributionToDonorInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt017
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExcessBusinessHoldingsInd00
IRS990/ExpenseAmt01046687
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06591
IRS990/FeesForServicesAccountingGrp/TotalAmt06591
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt015800
IRS990/FeesForServicesLegalGrp/TotalAmt015800
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt24.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt34.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt44.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt54.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt64.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt74.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0PETER P DEMCHUK
IRS990/Form990PartVIISectionAGrp/PersonNm1JAMES W LAZIUCK
IRS990/Form990PartVIISectionAGrp/PersonNm2CARMEN D VOSO
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVID F VOSO
IRS990/Form990PartVIISectionAGrp/PersonNm4PAUL R BECK
IRS990/Form990PartVIISectionAGrp/PersonNm5ALVIN H PETTIE JR
IRS990/Form990PartVIISectionAGrp/PersonNm6CURTIS V REED
IRS990/Form990PartVIISectionAGrp/PersonNm7KEVIN M SHILOH
IRS990/Form990PartVIISectionAGrp/PersonNm8DAVID W NORFOLK
IRS990/Form990PartVIISectionAGrp/PersonNm9NEIL E WILFORD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt897989
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt981922
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY/ TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9ASSISTANT DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01989
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-287
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0697359
IRS990/GrossReceiptsAmt02747118
IRS990/GrossSalesOfInventoryAmt0179400
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt020270
IRS990/InsuranceGrp/TotalAmt020270
IRS990/InventoriesForSaleOrUseGrp/BOYAmt011055
IRS990/InventoriesForSaleOrUseGrp/EOYAmt027442
IRS990/InvestmentIncomeGrp/ExclusionAmt051943
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt051943
IRS990/InvestmentInJointVentureInd01
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01604742
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01634145
IRS990/IRPDocumentCnt0104
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0473907
IRS990/LandBldgEquipBasisNetGrp/BOYAmt062826
IRS990/LandBldgEquipBasisNetGrp/EOYAmt046247
IRS990/LandBldgEquipCostOrOtherBssAmt0520154
IRS990/LegalDomicileStateCd0MD
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0697646
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO TRAIN AND EDUCATE APPRENTICES IN THE ELECTRICAL INDUSTRY IN THE BALTIMORE, MARYLAND AREA.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07042534
IRS990/NetAssetsOrFundBalancesEOYAmt07270578
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-287
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-287
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0-19080
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0-19080
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-65961
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt036613
IRS990/OfficeExpensesGrp/TotalAmt036613
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03721914
IRS990/OtherAssetsTotalGrp/EOYAmt03721914
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt092328
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0147110
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0239438
IRS990/OtherExpensesGrp/Desc0INCENTIVE PAYMENTS
IRS990/OtherExpensesGrp/Desc1SCHOOL EXPENSES & SUPPL
IRS990/OtherExpensesGrp/Desc2UTILITIES
IRS990/OtherExpensesGrp/Desc3ADMINISTRATION
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt034422
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt117402
IRS990/OtherExpensesGrp/ProgramServicesAmt0143410
IRS990/OtherExpensesGrp/ProgramServicesAmt156060
IRS990/OtherExpensesGrp/TotalAmt0143410
IRS990/OtherExpensesGrp/TotalAmt156060
IRS990/OtherExpensesGrp/TotalAmt234422
IRS990/OtherExpensesGrp/TotalAmt317402
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0CCBC REIMBURSEMENTS
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt055000
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt112000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt055000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt112000
IRS990/OtherRevenueTotalAmt067000
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0161363
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0510153
IRS990/OtherSalariesAndWagesGrp/TotalAmt0671516
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt012344
IRS990/PayrollTaxesGrp/ProgramServicesAmt034338
IRS990/PayrollTaxesGrp/TotalAmt046682
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DAVID W NORFOLK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0CONTRIBUTIONS BY PARTI
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01751416
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01751416
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt060430
IRS990/PYOtherExpensesAmt0542401
IRS990/PYOtherRevenueAmt053257
IRS990/PYProgramServiceRevenueAmt02099132
IRS990/PYRevenuesLessExpensesAmt0578719
IRS990/PYSalariesCompEmpBnftPaidAmt01091699
IRS990/PYTotalExpensesAmt01634100
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02212819
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0294005
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01799336
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0789607
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01068221
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt046247
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0473907
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0520154
IRS990ScheduleD/ExpensesNotReportedAmt0198480
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01556987
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-65961
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt03721914
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ADVANCES TO AFFILIATE
IRS990ScheduleD/OtherExpensesIncludedAmt0198480
IRS990ScheduleD/OtherRevenueAmt0198480
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt053089
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1750663
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2170355
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3644878
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt415160
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CASH AND CASH EQUIVALENTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1TREASURY BONDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2AGENCY BONDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc3CORPORATE BONDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc4MORTGAGES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/RevenueNotReportedAmt0132519
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01850992
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0NO UNCERTAIN TAX POSITIONS UNDER FIN 48 EXIST.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INVENTORY COST OF GOODS SOLD 198,480.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2INVENTORY COST OF GOOD SOLD 198,480.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt046247
IRS990ScheduleD/TotalBookValueOtherAssetsAmt03721914
IRS990ScheduleD/TotalBookValueSecuritiesAmt01634145
IRS990ScheduleD/TotalExpensesPerForm990Amt01556987
IRS990ScheduleD/TotalRevenuePerForm990Amt01850992
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01983511
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01755467
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd00
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0A NOTICE OF NON-DISCRIMINATION POLICY IS PUBLISHED TWICE A YEAR IN LOCAL NEWSPAPERS, AND A NOTICE IS MAILED TO LOCAL AREA HIGH SCHOOLS.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE TRAINING FUND DOES NOT SOLICIT CONTRIBUTIONS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt097989
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt181922
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DAVID W NORFOLK
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1NEIL E WILFORD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1ASSISTANT DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt097989
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt181922
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS MADE AVAILABLE TO ALL BOARD MEMEBERS AT A MEETING AT WHICH THEY CONDUCT THEIR USUAL BUSINESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMPENSATION FOR THE TRAINING DIRECTOR AND OTHER EMPLOYEES OF THE TRUST FUND ARE BASED ON THE PAY SCALE OF JOURNEYMEN AS OUTLINED IN THE COLLECTIVE BARGAINING AGREEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INFORMATION IN THIS SECTION IS MADE AVAILABLE TO THE PUBLIC BASED ON SPECIFIC REQUESTS FROM THE PUBLIC. FORM 990 IS AVAILABLE ON THE INTERNET SINCE THE TRUST FUND IS AN EXEMPT ORGANIZATION UNDER 501(C)(3) OF THE CODE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUSTEE TAKE RESPONSIBILITY TO REVIEW THE AUDITED FINANCIAL STATEMENTS AND APPOINT THE INDEPENDENT AUDITORS.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,270,578
Liabilities
$0
Net assets
$7,270,578
Revenue
$1,850,992
Expenses
$1,556,987
Net income
$294,005
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.3$0.02$11.3$2.96$2.60$0.35
2023Detailed filing. Detailed filing data is available for this year.$10.9$0.01$10.9$2.64$2.55$0.09
2022Detailed filing. Detailed filing data is available for this year.$10.6$0.05$10.5$2.36$2.12$0.24
2021Detailed filing. Detailed filing data is available for this year.$10.7$0.01$10.7$2.33$1.99$0.34
2020Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$2.29$1.70$0.59
2019Detailed filing. Detailed filing data is available for this year.$9.41$0.00$9.41$2.18$1.85$0.33
2018Detailed filing. Detailed filing data is available for this year.$8.83$0.00$8.83$2.19$1.69$0.51
2017Detailed filing. Detailed filing data is available for this year.$8.36$0.00$8.36$1.98$1.74$0.23
2016Detailed filing. Detailed filing data is available for this year.$8.01$0.00$8.01$1.94$1.70$0.24
2015Detailed filing. Detailed filing data is available for this year.$7.73$0.00$7.73$1.83$1.61$0.22
2014Detailed filing. Detailed filing data is available for this year.$7.54$0.00$7.54$1.82$1.61$0.21
2013Detailed filing. Detailed filing data is available for this year.$7.27$0.00$7.27$1.85$1.56$0.29
2012Summary only. Only limited summary data is available for this year.$7.04$0.00$7.04$2.21$1.63$0.58
2011Summary only. Only limited summary data is available for this year.$6.47$0.00$6.47$1.91$1.67$0.24