Civic Intelligence

Plumbers Jatc Fund Local 521

990 • Fiscal year 2022 • EIN 55-0718500

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 14, 2023

Organization ProfileN/A
137 Fifth AvenueHuntington, WV 25701

(304) 523-8489

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Higher debt load relative to assets than 56% of similar nonprofits.

2022 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

61st percentile

0.01x

Higher debt load relative to revenue than 61% of similar nonprofits.

2022 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2022

Net Margin

84th percentile

25%

Higher net margin than 84% of similar nonprofits.

2022 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

94th percentile

$169,957

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 79.5% of source-year revenue.

2022 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2022

Asset Growth

77th percentile

11%

Faster asset growth than 77% of similar nonprofits.

2022 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

96th percentile

83%

Faster revenue growth than 96% of similar nonprofits.

2022 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$550,505

Up $53,890 (+11%) from 2021

Net Assets

Up

$547,822

Up $52,465 (+11%) from 2021

Liabilities

Up

$2,683

Up $1,425 (+113%) from 2021

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin84th percentile

Revenue

Up

$213,762

Up $96,739 (+83%) from 2021

Expenses

Up

$161,297

Up $33,165 (+26%) from 2021

Net Income

Up

$52,465

Up $63,574 (+572%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$600K$400K$200K$0-$200KAssets 2010: $247,424Liabilities 2010: $519Net Assets 2010: $246,9052010Assets 2011: $244,577Liabilities 2011: $1,727Net Assets 2011: $242,8502011Assets 2012: $258,167Liabilities 2012: $183Net Assets 2012: $257,9842012Assets 2013: $545,531Liabilities 2013: $563Net Assets 2013: $544,9682013Assets 2014: $574,942Liabilities 2014: -$622Net Assets 2014: $575,5642014Assets 2015: $594,943Liabilities 2015: -$460Net Assets 2015: $595,4032015Assets 2016: $555,930Liabilities 2016: $1,143Net Assets 2016: $554,7872016Assets 2017: $502,010Liabilities 2017: $2,284Net Assets 2017: $499,7262017Assets 2018: $461,479Liabilities 2018: $1,560Net Assets 2018: $459,9192018Assets 2019: $530,684Liabilities 2019: $5,244Net Assets 2019: $525,4402019Assets 2020: $506,833Liabilities 2020: $367Net Assets 2020: $506,4662020Assets 2021: $496,615Liabilities 2021: $1,258Net Assets 2021: $495,3572021Assets 2022: $550,505Liabilities 2022: $2,683Net Assets 2022: $547,8222022Assets 2023: $497,699Liabilities 2023: $1,861Net Assets 2023: $495,8382023Assets 2024: $477,914Liabilities 2024: $3,144Net Assets 2024: $474,7702024

Highlighted filing

2022

Assets$550,505
Liabilities$2,683
Net Assets$547,822
Open 2022 Filing

Operations Trend

Revenue Growth96th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $216,1742010Expenses 2011: $224,0622011Expenses 2012: $165,2042012Revenue 2013: $467,797Expenses 2013: $180,813Net Income 2013: $286,9842013Revenue 2014: $182,915Expenses 2014: $152,319Net Income 2014: $30,5962014Revenue 2015: $179,625Expenses 2015: $159,787Net Income 2015: $19,8382015Revenue 2016: $120,573Expenses 2016: $161,189Net Income 2016: -$40,6162016Revenue 2017: $200,180Expenses 2017: $255,241Net Income 2017: -$55,0612017Revenue 2018: $158,882Expenses 2018: $198,689Net Income 2018: -$39,8072018Revenue 2019: $238,336Expenses 2019: $172,815Net Income 2019: $65,5212019Revenue 2020: $128,739Expenses 2020: $147,713Net Income 2020: -$18,9742020Revenue 2021: $117,023Expenses 2021: $128,132Net Income 2021: -$11,1092021Revenue 2022: $213,762Expenses 2022: $161,297Net Income 2022: $52,4652022Revenue 2023: $146,813Expenses 2023: $198,797Net Income 2023: -$51,9842023Revenue 2024: $180,906Expenses 2024: $201,974Net Income 2024: -$21,0682024

Highlighted filing

2022

Revenue$213,762
Expenses$161,297
Net Income$52,465
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$213,762
Mission and Program Overview

Mission

The fund is a joint effort between the Huntington Master Plumbers and Local Union 521 Plumbers & Fitters. The purpose is to improve the skills of local plumbers and fitters through education and training.

To improve the skills of local plumbers and fitters through education and training.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$268,793$335,313▲ $66,520
Land, Buildings, and Equipment, Net$227,822$215,192▼ $12,630
Total Assets$496,615$550,505▲ $53,890
Liabilities
Accounts Payable and Accrued Expenses$1,258$2,683▲ $1,425
Total Liabilities$1,258$2,683▲ $1,425
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$495,357$547,822▲ $52,465
Total Net Assets Fund Balance$495,357$547,822▲ $52,465
Total Liabilities and Net Assets / Fund Balance$496,615$550,505▲ $53,890

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$212,630$117,140$329,770
Equipment$2,562$188,215$190,777
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Mark TraylorTrusteePT$21,755$21,755

Board Members and Trustees

NameTitle
Frank R FergusonTrustee
George A KisorTrustee
James L JohnsonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$188,498
Investment Income
$103
Other Revenue
$25,161
Change in Net Assets
$52,465
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$86,497
Salaries, Compensation, and Employee Benefits$74,800
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$38,365$7,318-$45,683
Current Officers, Directors, Trustees, and Key Employees$18,375$3,500-$21,875
Occupancy$15,685$2,991-$18,676
Depreciation Depletion$10,607$2,022-$12,629
Conferences and Meetings$7,148$1,363-$8,511
Payroll Taxes$6,082$1,160-$7,242
Fees for Services Accounting-$6,372-$6,372
Other Expenses$4,471$852-$5,323
Insurance$3,552$677-$4,229
Office Expenses-$3,967-$3,967
Total Functional Expenses$131,075$30,222$0$161,297
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
Yes
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
Backup withholding compliance
Yes
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
No
Other officer compensation reviewed
No
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 11B

“Line 11a explanation - A copy of 990 is provided to all Trustees at the monthly meeting prior to its' filing, or as soon as possible.”

Form 990, Part VI, Section C, line 19

“A current 990, plus the previous four years filed are kept at the Training Funds physical address and are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Plumbers JATC Fund Local 521
EIN
55-0718500
Phone
3045238489
Address
137 Fifth Avenue, Huntington, WV 25701

Signing Officer

Name
George A Kisor
Title
Trustee
Phone
3045238489
Signed
2023-11-14
Discuss with paid preparer
Yes

Organization Details

Formed
1976
Legal Domicile
Wv
Voting Board Members
4
Independent Board Members
2
Employees
7
Volunteers
0

Preparer

Firm
Harris Hardin & Company AC
Address
404 Ninth Street - Suite 201, Huntington, WV 25701
Preparer
Steven P Hardin CPA
Phone
3046975720
Supplemental Narrative

Additional Explanations

Part XII, Line 1

“The Fund uses the Modified Cash Basis of Accounting.”

Raw XML Appendix367 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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IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0The Training Fund site shares its' facilities with Local #521, which allows political candidates to place their signs in the lot.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Line 11a explanation - A copy of 990 is provided to all Trustees at the monthly meeting prior to its' filing, or as soon as possible.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A current 990, plus the previous four years filed are kept at the Training Funds physical address and are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Fund uses the Modified Cash Basis of Accounting.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XII, Line 1
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IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt01908
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Actual Cost
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Plumbers Local 521
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0496615
IRS990/TotalAssetsEOYAmt0550505
IRS990/TotalAssetsGrp/BOYAmt0496615
IRS990/TotalAssetsGrp/EOYAmt0550505
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt030222
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0131075
IRS990/TotalFunctionalExpensesGrp/TotalAmt0161297
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01258
IRS990/TotalLiabilitiesEOYAmt02683
IRS990/TotalLiabilitiesGrp/BOYAmt01258
IRS990/TotalLiabilitiesGrp/EOYAmt02683
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0495357
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0547822
IRS990/TotalOtherCompensationAmt078541
IRS990/TotalProgramServiceExpensesAmt0131075
IRS990/TotalProgramServiceRevenueAmt0188498
IRS990/TotalReportableCompFromOrgAmt021755
IRS990/TotalRevenueGrp/ExclusionAmt0103
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0213659
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0213762
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0496615
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0550505
IRS990/TotReportableCompRltdOrgAmt091416
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0137 Fifth Avenue
IRS990/USAddress/CityNm0Huntington
IRS990/USAddress/StateAbbreviationCd0WV
IRS990/USAddress/ZIPCd025701
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0George A Kisor
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum03045238489
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Plumbers JATC Fund Local 521
ReturnHeader/Filer/BusinessNameControlTxt0PLUM
ReturnHeader/Filer/EIN0550718500
ReturnHeader/Filer/PhoneNum03045238489
ReturnHeader/Filer/USAddress/AddressLine1Txt0137 Fifth Avenue
ReturnHeader/Filer/USAddress/CityNm0Huntington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WV
ReturnHeader/Filer/USAddress/ZIPCd025701
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0550756523
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Harris Hardin & Company AC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0404 Ninth Street - Suite 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Huntington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd025701
ReturnHeader/PreparerPersonGrp/PhoneNum03046975720
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven P Hardin CPA
ReturnHeader/ReturnTs02023-11-14T22:01:17-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0George
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Kisor
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$550,505
Liabilities
$2,683
Net assets
$547,822
Revenue
$213,762
Expenses
$161,297
Net income
$52,465
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.78$0.03$4.75$1.81$2.02$0.21
2023Detailed filing. Detailed filing data is available for this year.$4.98$0.02$4.96$1.47$1.99$0.52
2022Detailed filing. Detailed filing data is available for this year.$5.51$0.03$5.48$2.14$1.61$0.52
2021Detailed filing. Detailed filing data is available for this year.$4.97$0.01$4.95$1.17$1.28$0.11
2020Detailed filing. Detailed filing data is available for this year.$5.07$0.00$5.06$1.29$1.48$0.19
2019Detailed filing. Detailed filing data is available for this year.$5.31$0.05$5.25$2.38$1.73$0.66
2018Detailed filing. Detailed filing data is available for this year.$4.61$0.02$4.60$1.59$1.99$0.40
2017Detailed filing. Detailed filing data is available for this year.$5.02$0.02$5.00$2.00$2.55$0.55
2016Detailed filing. Detailed filing data is available for this year.$5.56$0.01$5.55$1.21$1.61$0.41
2015Detailed filing. Detailed filing data is available for this year.$5.95$0.00$5.95$1.80$1.60$0.20
2014Detailed filing. Detailed filing data is available for this year.$5.75$0.01$5.76$1.83$1.52$0.31
2013Detailed filing. Detailed filing data is available for this year.$5.46$0.01$5.45$4.68$1.81$2.87
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.58$0.00$2.58$1.65
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.45$0.02$2.43$2.24
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.47$0.01$2.47$2.16