Civic Intelligence

Instrument Technicians Labor-Mgmt Coop

990EZ • Fiscal year 2021 • EIN 52-1532980

May 01, 2020 to Apr 30, 2021 • Filed on Jun 04, 2021

Organization ProfileN/A
6916 Thrush PlaceCarlsbad, CA 92011

(440) 356-9764

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.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

53rd percentile

0.00x

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

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Net Margin

44th percentile

6.9%

Higher net margin than 44% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Asset Growth

38th percentile

2.6%

Faster asset growth than 38% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

4th percentile

-50%

Faster revenue growth than 4% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$216,978

Up $5,564 (+2.6%) from 2020

Net Assets

Up

$216,978

Up $5,564 (+2.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin44th percentile

Revenue

Down

$80,093

Down $79,990 (-50%) from 2020

Expenses

Down

$74,529

Down $47,202 (-39%) from 2020

Net Income

Down

$5,564

Down $32,788 (-85%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

2021

Assets$216,978
Liabilities$0
Net Assets$216,978
Open 2021 Filing

Operations Trend

Revenue Growth4th percentile

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

2021

Revenue$80,093
Expenses$74,529
Net Income$5,564
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2020 to Apr 30, 2021
Signed
Jun 4, 2021
Return Version
2020v4.1
Gross Receipts
$80,093
Mission and Program Overview

Mission

To promote the instrumentation industry.

Program Services

DescriptionGrantsExpenses
PARTICIPATED IN THE IBEW NATIONAL CONSTRUCTION & MAINTENANCE CONFERENCE. PROMOTED THE INSTRUMENT CONTRACTING & ENGINEERING ASSOCIATION AS THE MANAGEMENT ORGANIZATION OF CONTRACTORS SIGNATORY TO THE JOINT NATIONAL INDUSTRIAL AGREEMENT FOR INSTRUMENT AND CONTROL SYSTEMS TECHNICIANS.$40,500$2,549
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MIKE RICHARD - IBEWTrustee - Labor-$0--
ANTHONY GALLAGHER-UNITED ASSOCIATIOTrustee - Labor-$0--
TIM REDDINGTON - DAY ZIMMERMANN NTrustee - Management-$0--
RICHARD SCHECK - SCHECK TECHNICAL STrustee - Management-$0--
JOEL E GIVNER - INSTRUMENT CONTROTrustee - Management-$0--
BOB HOOVERTrustee - Management-$0--
MIKE PLEASANT - UNITED ASSOCIATIONTrustee - Labor-$0--
Filing and Contact Details

Filer

Filer Name
Instrument Technicians Labor-mgmt Coop
EIN
52-1532980
Phone
4403569764
Address
6916 THRUSH PLACE, CARLSBAD, CA 92011

Signing Officer

Name
Thomas G Pagan
Title
Fund Administrator
Phone
4403569764
Signed
2021-06-04
Discuss with paid preparer
Yes

Preparer

Firm
Corrigan Krause
Address
2055 CROCKER RD SUITE 300, WESTLAKE, OH 44145-1964
Preparer
Aaron C Apathy CPA
Phone
4404710800
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 93.”

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: 40,500.”

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

“Description: fund administrator fee. Amount: 28,800. Description: insurance. Amount: 2,513. Total to form 990-ez, line 16: 31,313.”

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/PhoneNum04403569764
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06916 THRUSH PLACE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARLSBAD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092011
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0211414
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0216978
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt05564
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02680
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0211414
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0216978
IRS990EZ/GrantsAndSimilarAmountsPaidAmt040500
IRS990EZ/GrossReceiptsAmt080093
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt093
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt080000
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0211414
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0216978
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0211414
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0216978
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/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MIKE RICHARD - IBEW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANTHONY GALLAGHER-UNITED ASSOCIATIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TIM REDDINGTON - DAY ZIMMERMANN N
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RICHARD SCHECK - SCHECK TECHNICAL S
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOEL E GIVNER - INSTRUMENT CONTRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BOB HOOVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MIKE PLEASANT - UNITED ASSOCIATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE - LABOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE - LABOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE - MANAGEMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE - MANAGEMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE - MANAGEMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE - MANAGEMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE - LABOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt031313
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE THE INSTRUMENTATION INDUSTRY.
IRS990EZ/PrintingPublicationsPostageAmt036
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PARTICIPATED IN THE IBEW NATIONAL CONSTRUCTION & MAINTENANCE CONFERENCE. PROMOTED THE INSTRUMENT CONTRACTING & ENGINEERING ASSOCIATION AS THE MANAGEMENT ORGANIZATION OF CONTRACTORS SIGNATORY TO THE JOINT NATIONAL INDUSTRIAL AGREEMENT FOR INSTRUMENT AND CONTROL SYSTEMS TECHNICIANS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt040500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02549
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt074529
IRS990EZ/TotalProgramServiceExpensesAmt02549
IRS990EZ/TotalRevenueAmt080093
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 93.
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: 40,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: FUND ADMINISTRATOR FEE. AMOUNT: 28,800. DESCRIPTION: INSURANCE. AMOUNT: 2,513. TOTAL TO FORM 990-EZ, LINE 16: 31,313.
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS G PAGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FUND ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04403569764
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INSTRUMENT TECHNICIANS LABOR-MGMT COOP
ReturnHeader/Filer/BusinessNameControlTxt0INST
ReturnHeader/Filer/EIN0521532980
ReturnHeader/Filer/PhoneNum04403569764
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/PreparationDt02021-06-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AARON C APATHY CPA
ReturnHeader/ReturnTs02021-06-14T08:10:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THOMAS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PAGAN
ReturnHeader/TaxPeriodBeginDt02020-05-01
ReturnHeader/TaxPeriodEndDt02021-04-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$216,978
Liabilities
$0
Net assets
$216,978
Revenue
$80,093
Expenses
$74,529
Net income
$5,564
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