Civic Intelligence

Intl Operating Engrs Loc 926 Apprentice Engineers Local 926 Joint Apprenticeship

990 • Fiscal year 2016 • EIN 58-1050936

Jul 01, 2015 to Jun 30, 2016 • Filed on Apr 10, 2017

Organization ProfileWWW.IUOE926.ORG
PO Box 130Ellenwood, GA 30294

(770) 363-2764

Siviq Scores

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

Liabilities / Assets

70th percentile

0.04x

Higher debt load relative to assets than 70% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

75th percentile

0.04x

Higher debt load relative to revenue than 75% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

27th percentile

-7.1%

Higher net margin than 27% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

96th percentile

$70,188

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 17.8% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

35th percentile

-5.3%

Faster asset growth than 35% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

74th percentile

21%

Faster revenue growth than 74% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$430,951

Down $23,898 (-5.3%) from 2015

Net Assets

Down

$414,493

Down $28,098 (-6.3%) from 2015

Liabilities

Up

$16,458

Up $4,200 (+34%) from 2015

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin27th percentile

Revenue

Up

$393,435

Up $69,011 (+21%) from 2015

Expenses

Up

$421,533

Up $47,118 (+13%) from 2015

Net Income

Up

-$28,098

Up $21,893 (+44%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $522,518Liabilities 2011: $5,590Net Assets 2011: $516,9282011Assets 2012: $523,840Liabilities 2012: $4,134Net Assets 2012: $519,7062012Assets 2013: $508,433Liabilities 2013: $8,847Net Assets 2013: $499,5862013Assets 2014: $499,789Liabilities 2014: $7,207Net Assets 2014: $492,5822014Assets 2015: $454,849Liabilities 2015: $12,258Net Assets 2015: $442,5912015Assets 2016: $430,951Liabilities 2016: $16,458Net Assets 2016: $414,4932016Assets 2017: $651,582Liabilities 2017: $9,653Net Assets 2017: $641,9292017Assets 2018: $818,062Liabilities 2018: $7,685Net Assets 2018: $810,3772018Assets 2019: $2,836,884Liabilities 2019: $10,476Net Assets 2019: $2,826,4082019Assets 2020: $4,060,383Liabilities 2020: $1,378,481Net Assets 2020: $2,681,9022020Assets 2021: $3,830,460Liabilities 2021: $1,210,642Net Assets 2021: $2,619,8182021Assets 2022: $3,714,324Liabilities 2022: $1,133,076Net Assets 2022: $2,581,2482022Assets 2023: $3,579,634Liabilities 2023: $1,010,339Net Assets 2023: $2,569,2952023Assets 2024: $3,424,428Liabilities 2024: $871,523Net Assets 2024: $2,552,9052024

Highlighted filing

2016

Assets$430,951
Liabilities$16,458
Net Assets$414,493
Open 2016 Filing

Operations Trend

Revenue Growth74th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $290,249Expenses 2011: $332,161Net Income 2011: -$41,9122011Revenue 2012: $248,514Expenses 2012: $245,736Net Income 2012: $2,7782012Expenses 2013: $340,0112013Revenue 2014: $337,243Expenses 2014: $344,247Net Income 2014: -$7,0042014Revenue 2015: $324,424Expenses 2015: $374,415Net Income 2015: -$49,9912015Revenue 2016: $393,435Expenses 2016: $421,533Net Income 2016: -$28,0982016Revenue 2017: $606,332Expenses 2017: $378,896Net Income 2017: $227,4362017Revenue 2018: $612,944Expenses 2018: $465,567Net Income 2018: $147,3772018Revenue 2019: $2,524,730Expenses 2019: $514,024Net Income 2019: $2,010,7062019Revenue 2020: $771,615Expenses 2020: $862,632Net Income 2020: -$91,0172020Revenue 2021: $823,957Expenses 2021: $886,041Net Income 2021: -$62,0842021Revenue 2022: $893,423Expenses 2022: $931,993Net Income 2022: -$38,5702022Revenue 2023: $994,699Expenses 2023: $1,006,652Net Income 2023: -$11,9532023Revenue 2024: $1,137,056Expenses 2024: $1,153,446Net Income 2024: -$16,3902024

Highlighted filing

2016

Revenue$393,435
Expenses$421,533
Net Income-$28,098
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Apr 10, 2017
Return Version
2015v3.0
Gross Receipts
$393,435
Mission and Program Overview

Mission

The organization's purpose is to provide instruction and training in the industry as an operating engineer

To provide funds, materials and instructing for training apprentices in the operation engineers

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$276,865$255,516▼ $21,349
Savings and Temporary Cash Investments$103,616$103,616→ $0
Cash and Non-Interest-Bearing Accounts$44,724$42,478▼ $2,246
Pledges and Grants Receivable$29,644$29,341▼ $303
Total Assets$454,849$430,951▼ $23,898
Liabilities
Accounts Payable and Accrued Expenses$12,258$16,458▲ $4,200
Total Liabilities$12,258$16,458▲ $4,200
Net Assets / Fund Balance
Unrestricted Net Assets$442,591$414,493▼ $28,098
Total Net Assets Fund Balance$442,591$414,493▼ $28,098
Total Liabilities and Net Assets / Fund Balance$454,849$430,951▼ $23,898

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$134,227$252,214$386,441
Land$120,683-$120,683
Buildings$606$56,673$57,279
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Richard ShakespeareDirectorFT$70,188$70,188

Board Members and Trustees

NameTitle
Denver TaylorTrustee
Jeff HaireTrustee
Jim WilkersonTrustee
Mark TempletonTrustee
Mitch ByrdTrustee
Tip PirkleTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$329,471
Investment Income
$964
Other Revenue
$63,000
Change in Net Assets
$-28,098

Audited Revenue Reconciliation

Revenue per Audited Statements
$393,435
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$393,435
Total Revenue per Form 990
$393,435
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$228,252
Other Expenses$193,281
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$70,188--$70,188
Other Salaries and Wages$69,940--$69,940
Pension Plan Contributions-$53,227-$53,227
Other Employee Benefits-$24,059-$24,059
Depreciation Depletion$23,028--$23,028
Insurance$16,762--$16,762
Payroll Taxes$10,838--$10,838
All Other Expenses$1,331$8,919-$10,250
Other Expenses$9,511$96,257-$9,511
Office Expenses$8,361--$8,361
Fees for Services Accounting$5,500--$5,500
Conferences and Meetings-$2,377-$2,377
Fees for Service Investment Mgmnt Fees$260--$260
Total Functional Expenses$236,694$184,839$0$421,533

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$421,532
Total Expenses per Audited Statements$421,532
Total Expenses per Form 990$421,532
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$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
Annual disclosure for covered persons
Yes
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
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 reviewed by the trustees before it is filed.”

Form 990, Part VI, Section B, Line 12C

“Conflict of interest policy is reviewed each year and annual disclosures are signed.”

Form 990, Part VI, Section C, Line 19

“Governing documents are made available to the public upon request at the training center.”

Filing and Contact Details

Filer

Filer Name
Intl Operating Engrs Loc 926 Apprentice
EIN
58-1050936
Phone
7703632764
Address
PO BOX 130, ELLENWOOD, GA 30294

Signing Officer

Name
Richard Shakespeare
Title
Coordinator
Phone
7703632764
Signed
2017-04-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Shakespeare
Formed
1967
Legal Domicile
Ga
Voting Board Members
6
Independent Board Members
6
Employees
8
Volunteers
0

Preparer

Firm
Agh LLC
Address
3500 PIEDMONT RD SUITE 500, ATLANTA, GA 30305
Preparer
K Shannon Clack
Phone
4042335486
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The trust established under the fund to hold the fund's assets is qualified pursuant to section 501(c)(9) of the internal revenue code ("irc") as a tax-exempt organization. The trust has obtained a favorable tax determination letter from the internal revenue service ("irs"), and the board and fund's legal counsel believe that the trust and the fund, as amended, continue to qualify and to operate in accordance with applicable provisions of the irc. U.s. Gaap requires plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the entity has taken an uncertain position that more likely than not will not be sustained upon examination by irs. The plan is subject to routine audits by taxing jurisdictions; there are currently no audits for any tax periods in progress. The plan sponsor believes the plan is no longer subject to income tax examination for years ended prior to june 30, 2013.”

Raw XML Appendix363 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
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0393435
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST ESTABLISHED UNDER THE FUND TO HOLD THE FUND'S ASSETS IS QUALIFIED PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE ("IRC") AS A TAX-EXEMPT ORGANIZATION. THE TRUST HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE ("IRS"), AND THE BOARD AND FUND'S LEGAL COUNSEL BELIEVE THAT THE TRUST AND THE FUND, AS AMENDED, CONTINUE TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. U.S. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ENTITY HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WILL NOT BE SUSTAINED UPON EXAMINATION BY IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN SPONSOR BELIEVES THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION FOR YEARS ENDED PRIOR TO JUNE 30, 2013.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0255516
IRS990ScheduleD/TotalExpensesPerForm990Amt0421532
IRS990ScheduleD/TotalRevenuePerForm990Amt0393435
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0393435
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0421532
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE TRUSTEES BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFLICT OF INTEREST POLICY IS REVIEWED EACH YEAR AND ANNUAL DISCLOSURES ARE SIGNED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE TRAINING CENTER.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0454849
IRS990/TotalAssetsEOYAmt0430951
IRS990/TotalAssetsGrp/BOYAmt0454849
IRS990/TotalAssetsGrp/EOYAmt0430951
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0184839
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0236694
IRS990/TotalFunctionalExpensesGrp/TotalAmt0421533
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt012258
IRS990/TotalLiabilitiesEOYAmt016458
IRS990/TotalLiabilitiesGrp/BOYAmt012258
IRS990/TotalLiabilitiesGrp/EOYAmt016458
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0442591
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0414493
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0236694
IRS990/TotalProgramServiceRevenueAmt0329471
IRS990/TotalReportableCompFromOrgAmt070188
IRS990/TotalRevenueGrp/ExclusionAmt0964
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0392471
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0393435
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0454849
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0430951
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0442591
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0414493
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.IUOE926.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD SHAKESPEARE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0COORDINATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07703632764
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INTL OPERATING ENGRS LOC 926 APPRENTICE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ENGINEERS LOCAL 926 JOINT APPRENTICESHIP
ReturnHeader/Filer/BusinessNameControlTxt0INTL
ReturnHeader/Filer/EIN0581050936
ReturnHeader/Filer/PhoneNum07703632764
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 130
ReturnHeader/Filer/USAddress/CityNm0ELLENWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030294
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582588678
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AGH LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03500 PIEDMONT RD SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030305
ReturnHeader/PreparerPersonGrp/PhoneNum04042335486
ReturnHeader/PreparerPersonGrp/PreparationDt02017-04-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0K SHANNON CLACK
ReturnHeader/ReturnTs02017-05-11T13:08:09-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$430,951
Liabilities
$16,458
Net assets
$414,493
Revenue
$393,435
Expenses
$421,533
Net income
-$28,098
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.42$0.87$2.55$1.14$1.15$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.58$1.01$2.57$0.99$1.01$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.71$1.13$2.58$0.89$0.93$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.83$1.21$2.62$0.82$0.89$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.06$1.38$2.68$0.77$0.86$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.84$0.01$2.83$2.52$0.51$2.01
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.01$0.81$0.61$0.47$0.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.01$0.64$0.61$0.38$0.23
2016Detailed filing. Detailed filing data is available for this year.$0.43$0.02$0.41$0.39$0.42$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.45$0.01$0.44$0.32$0.37$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.50$0.01$0.49$0.34$0.34$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.01$0.50$0.34
2012Summary only. Only limited summary data is available for this year.$0.52$0.00$0.52$0.25$0.25$0.00
2011Summary only. Only limited summary data is available for this year.$0.52$0.01$0.52$0.29$0.33$0.04
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits