Liabilities / Assets
54th percentile
Tied with the lowest-debt nonprofits in its peer group.
Instrument Technicians Labor-Mgmt Coop
990EZ • Fiscal year 2015 • EIN 52-1532980
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
54th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
1st percentile
Higher net margin than 1% of similar nonprofits.
Top Officer Pay
44th percentile
Higher top officer pay than 44% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
4th percentile
Faster asset growth than 4% of similar nonprofits.
Revenue Growth
96th percentile
Faster revenue growth than 96% of similar nonprofits.
Balance Sheet
Assets
Down$216,532
Down $155,929 (-42%) from 2014
Net Assets
Down$216,532
Down $155,929 (-42%) from 2014
Liabilities
Flat$0
Flat from 2014
Revenue And Expenses
Revenue
Up$142,631
Up $47,455 (+50%) from 2014
Expenses
Up$298,560
Up $213,386 (+251%) from 2014
Net Income
Down-$155,929
Down $165,931 (-1659%) from 2014
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- May 1, 2014 to Apr 30, 2015
- Signed
- Jul 15, 2015
- Return Version
- 2014v5.0
- Gross Receipts
- $142,631
Mission and Program Overview
Mission
To promote the instrumentation industry.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| PARTICIPATED IN THE EXHIBITION AT THE INSTRUMENT SOCIETY OF AMERICA ANNUAL MEETING AND EXHIBITION AND PROMOTED THE UNIONIZED INSTRUMENTATION INDUSTRY AND THE SERVICES OF APPROXIMATELY 39 CONTRACTORS SIGNATORY TO THE JOINT NATIONAL INDUSTRIAL AGREEMENT FOR THE INSTRUMENT TECHNICIANS. | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JERRY WESTERHOLM - IBEW | Trustee - Labor | - | $0 | - | - |
| JAMES ROSS - IBEW | Trustee - Labor | - | $0 | - | - |
| MARK MCMANUS - UNITED ASSOCIATION | Trustee - Labor | - | $0 | - | - |
| TIM REDDINGTON - DAY ZIMMERMANN N | Trustee - Management | - | $0 | - | - |
| RICHARD SCHECK - SCHECK TECHNICAL S | Trustee - Management | - | $0 | - | - |
| JOEL E GIVNER - INSTRUMENT CONTRO | Trustee - Management | - | $0 | - | - |
| MARK MCNALLY - MATRIX SERV INDUSTRI | Trustee - Management | - | $0 | - | - |
| MIKE PLEASANT - UNITED ASSOCIATION | Trustee - Labor | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Instrument Technicians Labor-mgmt Coop
- EIN
- 52-1532980
- Phone
- 4408216745
- Address
- 6916 THRUSH PLACE, CARLSBAD, CA 92011
Signing Officer
- Name
- Thomas G Pagan
- Title
- Fund Administrator
- Phone
- 4403569764
- Signed
- 2015-07-15
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Corrigan Krause
- Address
- 2055 CROCKER RD SUITE 300, WESTLAKE, OH 44145-1964
- Preparer
- Albert S Harsar CPA
- Phone
- 4404710800
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 4 - Other Investment Income
“Description: interest income. Amount: 131.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: non-profit contractor assn. Grantee name: instrument contracting & engineering assn. Grantee address: 4312 rochard lane fort mill, sc 29707. Amount given: 61,000.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: fund administrator fee. Amount: 28,800. Description: conferences and meeting. Amount: 19,640. Description: conference sponsorship. Amount: 30,000. Description: insurance. Amount: 6,367. Description: preparation of training modules. Amount: 150,000. Total to form 990-ez, line 16: 234,807.”
Raw XML Appendix137 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | THOMAS G PAGAN |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4408216745 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 6916 THRUSH PLACE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | CARLSBAD |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 92011 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 372461 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 216532 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -155929 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 2537 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 372461 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 216532 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 61000 |
| IRS990EZ/GrossReceiptsAmt | 0 | 142631 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 131 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 142500 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 372461 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 216532 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 372461 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 216532 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JERRY WESTERHOLM - IBEW |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JAMES ROSS - IBEW |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | MARK MCMANUS - UNITED ASSOCIATION |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | TIM REDDINGTON - DAY ZIMMERMANN N |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | RICHARD SCHECK - SCHECK TECHNICAL S |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | JOEL E GIVNER - INSTRUMENT CONTRO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | MARK MCNALLY - MATRIX SERV INDUSTRI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | MIKE PLEASANT - UNITED ASSOCIATION |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | TRUSTEE - LABOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TRUSTEE - LABOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TRUSTEE - LABOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TRUSTEE - MANAGEMENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | TRUSTEE - MANAGEMENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | TRUSTEE - MANAGEMENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | TRUSTEE - MANAGEMENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | TRUSTEE - LABOR |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 234807 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO PROMOTE THE INSTRUMENTATION INDUSTRY. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 216 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PARTICIPATED IN THE EXHIBITION AT THE INSTRUMENT SOCIETY OF AMERICA ANNUAL MEETING AND EXHIBITION AND PROMOTED THE UNIONIZED INSTRUMENTATION INDUSTRY AND THE SERVICES OF APPROXIMATELY 39 CONTRACTORS SIGNATORY TO THE JOINT NATIONAL INDUSTRIAL AGREEMENT FOR THE INSTRUMENT TECHNICIANS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 298560 |
| IRS990EZ/TotalRevenueAmt | 0 | 142631 |
| IRS990EZ/TypeOfOrganizationTrustInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST INCOME. AMOUNT: 131. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ACTIVITY CLASSIFICATION: NON-PROFIT CONTRACTOR ASSN. GRANTEE NAME: INSTRUMENT CONTRACTING & ENGINEERING ASSN. GRANTEE ADDRESS: 4312 ROCHARD LANE FORT MILL, SC 29707. AMOUNT GIVEN: 61,000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: FUND ADMINISTRATOR FEE. AMOUNT: 28,800. DESCRIPTION: CONFERENCES AND MEETING. AMOUNT: 19,640. DESCRIPTION: CONFERENCE SPONSORSHIP. AMOUNT: 30,000. DESCRIPTION: INSURANCE. AMOUNT: 6,367. DESCRIPTION: PREPARATION OF TRAINING MODULES. AMOUNT: 150,000. TOTAL TO FORM 990-EZ, LINE 16: 234,807. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/BuildTS | 0 | 2016-03-07 17:11:31Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | THOMAS G PAGAN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | FUND ADMINISTRATOR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4403569764 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2015-07-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | INSTRUMENT TECHNICIANS LABOR-MGMT COOP |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | INST |
| ReturnHeader/Filer/EIN | 0 | 521532980 |
| ReturnHeader/Filer/PhoneNum | 0 | 4408216745 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 6916 THRUSH PLACE |
| ReturnHeader/Filer/USAddress/CityNm | 0 | CARLSBAD |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 92011 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 371574855 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | CORRIGAN KRAUSE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 2055 CROCKER RD SUITE 300 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | WESTLAKE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | OH |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 441451964 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4404710800 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2015-07-15 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | ALBERT S HARSAR CPA |
| ReturnHeader/ReturnTs | 0 | 2015-08-06T13:38:56-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2014-05-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2015-04-30 |
| ReturnHeader/TaxYr | 0 | 2014 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $216,532
- Liabilities
- $0
- Net assets
- $216,532
- Revenue
- $142,631
- Expenses
- $298,560
- Net income
- -$155,929