Civic Intelligence

Instrument Technicians Labor-Mgmt Coop

990EZ • Fiscal year 2016 • EIN 52-1532980

May 01, 2015 to Apr 30, 2016 • Filed on Jul 12, 2016

6916 Thrush PlaceCarlsbad, CA 92011

(440) 821-6745

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

53rd percentile

0.00x

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

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Net Margin

20th percentile

-8.8%

Higher net margin than 20% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Asset Growth

26th percentile

-5.5%

Faster asset growth than 26% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

28th percentile

-5.3%

Faster revenue growth than 28% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$204,677

Down $11,855 (-5.5%) from 2015

Net Assets

Down

$204,677

Down $11,855 (-5.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$135,096

Down $7,535 (-5.3%) from 2015

Expenses

Down

$146,951

Down $151,609 (-51%) from 2015

Net Income

Up

-$11,855

Up $144,074 (+92%) from 2015

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $351,649Liabilities 2010: $0Net Assets 2010: $351,6492010Assets 2011: $382,815Liabilities 2011: $0Net Assets 2011: $382,8152011Assets 2012: $380,902Liabilities 2012: $0Net Assets 2012: $380,9022012Assets 2013: $362,459Liabilities 2013: $0Net Assets 2013: $362,4592013Assets 2014: $372,461Liabilities 2014: $0Net Assets 2014: $372,4612014Assets 2015: $216,532Liabilities 2015: $0Net Assets 2015: $216,5322015Assets 2016: $204,677Liabilities 2016: $0Net Assets 2016: $204,6772016Assets 2017: $168,172Liabilities 2017: $0Net Assets 2017: $168,1722017Assets 2018: $179,579Liabilities 2018: $0Net Assets 2018: $179,5792018Assets 2019: $173,062Liabilities 2019: $0Net Assets 2019: $173,0622019Assets 2020: $211,414Liabilities 2020: $0Net Assets 2020: $211,4142020Assets 2021: $216,978Liabilities 2021: $0Net Assets 2021: $216,9782021Assets 2022: $227,543Liabilities 2022: $0Net Assets 2022: $227,5432022Assets 2023: $237,265Liabilities 2023: $0Net Assets 2023: $237,2652023Assets 2024: $220,443Liabilities 2024: $0Net Assets 2024: $220,4432024Assets 2025: $214,354Liabilities 2025: $0Net Assets 2025: $214,3542025

Highlighted filing

2016

Assets$204,677
Liabilities$0
Net Assets$204,677

Operations Trend

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

$400K$200K$0-$200KRevenue 2010: $140,348Expenses 2010: $130,813Net Income 2010: $9,5352010Revenue 2011: $147,719Expenses 2011: $116,553Net Income 2011: $31,1662011Revenue 2012: $145,192Expenses 2012: $147,105Net Income 2012: -$1,9132012Revenue 2013: $110,190Expenses 2013: $128,633Net Income 2013: -$18,4432013Revenue 2014: $95,176Expenses 2014: $85,174Net Income 2014: $10,0022014Revenue 2015: $142,631Expenses 2015: $298,560Net Income 2015: -$155,9292015Revenue 2016: $135,096Expenses 2016: $146,951Net Income 2016: -$11,8552016Revenue 2017: $100,085Expenses 2017: $136,590Net Income 2017: -$36,5052017Revenue 2018: $152,580Expenses 2018: $141,173Net Income 2018: $11,4072018Revenue 2019: $120,075Expenses 2019: $126,592Net Income 2019: -$6,5172019Revenue 2020: $160,083Expenses 2020: $121,731Net Income 2020: $38,3522020Revenue 2021: $80,093Expenses 2021: $74,529Net Income 2021: $5,5642021Revenue 2022: $120,101Expenses 2022: $109,536Net Income 2022: $10,5652022Revenue 2023: $125,105Expenses 2023: $115,383Net Income 2023: $9,7222023Revenue 2024: $122,258Expenses 2024: $139,080Net Income 2024: -$16,8222024Revenue 2025: $115,203Expenses 2025: $121,292Net Income 2025: -$6,0892025

Highlighted filing

2016

Revenue$135,096
Expenses$146,951
Net Income-$11,855
Jump To
Filing Snapshot
Filing Period
May 1, 2015 to Apr 30, 2016
Signed
Jul 12, 2016
Return Version
2015v2.1
Gross Receipts
$135,096
Mission and Program Overview

Mission

To promote the instrumentation industry.

Program Services

DescriptionGrantsExpenses
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

NameTitleFull / Part TimeBaseOtherTotal
JERRY WESTERHOLM - IBEWTrustee - Labor-$0--
JAMES ROSS - IBEWTrustee - Labor-$0--
MARK MCMANUS - UNITED ASSOCIATIONTrustee - Labor-$0--
TIM REDDINGTON - DAY ZIMMERMANN NTrustee - Management-$0--
RICHARD SCHECK - SCHECK TECHNICAL STrustee - Management-$0--
JOEL E GIVNER - INSTRUMENT CONTROTrustee - Management-$0--
MARK MCNALLY - MATRIX SERV INDUSTRITrustee - Management-$0--
MIKE PLEASANT - UNITED ASSOCIATIONTrustee - 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
2016-07-12
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: 96.

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: 53,000.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: fund administrator fee. Amount: 28,800. Description: conferences and meeting. Amount: 23,745. Description: conference sponsorship. Amount: 35,000. Description: insurance. Amount: 3,721. Total to form 990-ez, line 16: 91,266.

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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THOMAS G PAGAN
IRS990EZ/BooksInCareOfDetail/PhoneNum04408216745
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06916 THRUSH PLACE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARLSBAD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092011
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0216532
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0204677
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-11855
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02640
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0216532
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0204677
IRS990EZ/GrantsAndSimilarAmountsPaidAmt053000
IRS990EZ/GrossReceiptsAmt0135096
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt096
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0135000
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0216532
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0204677
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0216532
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0204677
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JERRY WESTERHOLM - IBEW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMES ROSS - IBEW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARK MCMANUS - UNITED ASSOCIATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TIM REDDINGTON - DAY ZIMMERMANN N
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RICHARD SCHECK - SCHECK TECHNICAL S
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOEL E GIVNER - INSTRUMENT CONTRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARK MCNALLY - MATRIX SERV INDUSTRI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MIKE PLEASANT - UNITED ASSOCIATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE - LABOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE - LABOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE - LABOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE - MANAGEMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE - MANAGEMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE - MANAGEMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE - MANAGEMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TRUSTEE - LABOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt091266
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE THE INSTRUMENTATION INDUSTRY.
IRS990EZ/PrintingPublicationsPostageAmt045
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PARTICIPATED 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/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0146951
IRS990EZ/TotalRevenueAmt0135096
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 96.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: NON-PROFIT CONTRACTOR ASSN. GRANTEE NAME: INSTRUMENT CONTRACTING & ENGINEERING ASSN. GRANTEE ADDRESS: 4312 ROCHARD LANE FORT MILL, SC 29707. AMOUNT GIVEN: 53,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: FUND ADMINISTRATOR FEE. AMOUNT: 28,800. DESCRIPTION: CONFERENCES AND MEETING. AMOUNT: 23,745. DESCRIPTION: CONFERENCE SPONSORSHIP. AMOUNT: 35,000. DESCRIPTION: INSURANCE. AMOUNT: 3,721. TOTAL TO FORM 990-EZ, LINE 16: 91,266.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS G PAGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FUND ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04403569764
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INSTRUMENT TECHNICIANS LABOR-MGMT COOP
ReturnHeader/Filer/BusinessNameControlTxt0INST
ReturnHeader/Filer/EIN0521532980
ReturnHeader/Filer/PhoneNum04408216745
ReturnHeader/Filer/USAddress/AddressLine1Txt06916 THRUSH PLACE
ReturnHeader/Filer/USAddress/CityNm0CARLSBAD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092011
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371574855
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CORRIGAN KRAUSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02055 CROCKER RD SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTLAKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0441451964
ReturnHeader/PreparerPersonGrp/PhoneNum04404710800
ReturnHeader/PreparerPersonGrp/PreparationDt02016-06-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALBERT S HARSAR CPA
ReturnHeader/ReturnTs02016-07-25T14:01:13-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-05-01
ReturnHeader/TaxPeriodEndDt02016-04-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$1.15$1.21$0.06
2024Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$1.22$1.39$0.17
2023Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$1.25$1.15$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$1.20$1.10$0.11
2021Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.80$0.75$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$1.60$1.22$0.38
2019Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$1.20$1.27$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$1.53$1.41$0.11
2017Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$1.00$1.37$0.37
2016Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$1.35$1.47$0.12
2015Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$1.43$2.99$1.56
2014Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.95$0.85$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.62$0.00$3.62$1.10$1.29$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.81$0.00$3.81$1.45$1.47$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.83$0.00$3.83$1.48$1.17$0.31
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.52$0.00$3.52$1.40$1.31$0.10