Civic Intelligence

Florida Carpenters Training Trust Fund

EIN 59-1300080 • 501(c)5 • Ft Lauderdale, FL

Profile

The Fund provides education and training to apprentices and journeymen as provided by the collective bargaining agreements.

2840 NW 27th AveFt Lauderdale, FL 33311
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

62nd percentile

0.02x

Higher debt load relative to assets than 62% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.04x

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

501(c)5 • $1M-$5M nonprofits • Source year 2024

Net Margin

11th percentile

-10%

Higher net margin than 11% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

65th percentile

$140,000

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

501(c)5 • $1M-$5M nonprofits • Source year 2024

Asset Growth

13th percentile

-6.1%

Faster asset growth than 13% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

57th percentile

8.2%

Faster revenue growth than 57% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$4,335,686

Down $280,473 (-6.1%) from 2023

Liabilities

Down

$96,845

Down $13,357 (-12%) from 2023

Net Assets

Down

$4,238,841

Down $267,116 (-5.9%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin11th percentile

Revenue

Up

$2,594,263

Up $196,460 (+8.2%) from 2023

Expenses

Up

$2,861,379

Up $150,586 (+5.6%) from 2023

Net Income

Up

-$267,116

Up $45,874 (+15%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth13th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $3,764,613Liabilities 2011: $61,101Net Assets 2011: $3,703,5122011Assets 2012: $4,053,973Liabilities 2012: $37,057Net Assets 2012: $4,016,9162012Assets 2013: $4,439,028Liabilities 2013: $27,949Net Assets 2013: $4,411,0792013Assets 2014: $4,309,250Liabilities 2014: $26,744Net Assets 2014: $4,282,5062014Assets 2015: $4,020,553Liabilities 2015: $64,594Net Assets 2015: $3,955,9592015Assets 2016: $4,126,193Liabilities 2016: $47,491Net Assets 2016: $4,078,7022016Assets 2017: $4,106,499Liabilities 2017: $38,540Net Assets 2017: $4,067,9592017Assets 2018: $4,077,244Liabilities 2018: $8,000Net Assets 2018: $4,069,2442018Assets 2019: $4,352,772Liabilities 2019: $89,579Net Assets 2019: $4,263,1932019Assets 2020: $4,668,484Liabilities 2020: $74,189Net Assets 2020: $4,594,2952020Assets 2021: $5,143,507Liabilities 2021: $61,792Net Assets 2021: $5,081,7152021Assets 2022: $4,860,653Liabilities 2022: $41,706Net Assets 2022: $4,818,9472022Assets 2023: $4,616,159Liabilities 2023: $110,202Net Assets 2023: $4,505,9572023Assets 2024: $4,335,686Liabilities 2024: $96,845Net Assets 2024: $4,238,8412024

Highlighted filing

2024

Assets$4,335,686
Liabilities$96,845
Net Assets$4,238,841
Open 2024 Filing

Operations Trend

Revenue Growth57th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $2,076,385Expenses 2011: $2,734,903Net Income 2011: -$658,5182011Revenue 2012: $2,492,217Expenses 2012: $2,178,363Net Income 2012: $313,8542012Revenue 2013: $2,337,584Expenses 2013: $1,943,421Net Income 2013: $394,1632013Revenue 2014: $1,745,814Expenses 2014: $1,874,387Net Income 2014: -$128,5732014Revenue 2015: $1,756,013Expenses 2015: $2,082,560Net Income 2015: -$326,5472015Revenue 2016: $2,328,149Expenses 2016: $2,205,406Net Income 2016: $122,7432016Revenue 2017: $2,418,035Expenses 2017: $2,428,778Net Income 2017: -$10,7432017Revenue 2018: $2,284,399Expenses 2018: $2,304,990Net Income 2018: -$20,5912018Revenue 2019: $2,515,701Expenses 2019: $2,375,830Net Income 2019: $139,8712019Revenue 2020: $2,764,278Expenses 2020: $2,374,980Net Income 2020: $389,2982020Revenue 2021: $2,434,736Expenses 2021: $2,147,719Net Income 2021: $287,0172021Revenue 2022: $2,107,026Expenses 2022: $2,265,985Net Income 2022: -$158,9592022Revenue 2023: $2,397,803Expenses 2023: $2,710,793Net Income 2023: -$312,9902023Revenue 2024: $2,594,263Expenses 2024: $2,861,379Net Income 2024: -$267,1162024

Highlighted filing

2024

Revenue$2,594,263
Expenses$2,861,379
Net Income-$267,116
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$4,335,686
Liabilities
$96,845
Net assets
$4,238,841
Revenue
$2,594,263
Expenses
$2,861,379
Net income
-$267,116
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.34$0.10$4.24$2.59$2.86$0.27
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.62$0.11$4.51$2.40$2.71$0.31
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.86$0.04$4.82$2.11$2.27$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.14$0.06$5.08$2.43$2.15$0.29
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.67$0.07$4.59$2.76$2.37$0.39
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.35$0.09$4.26$2.52$2.38$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.08$0.01$4.07$2.28$2.30$0.02
2017Summary only. Only limited summary data is available for this year.$4.11$0.04$4.07$2.42$2.43$0.01
2016Summary only. Only limited summary data is available for this year.$4.13$0.05$4.08$2.33$2.21$0.12
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.02$0.06$3.96$1.76$2.08$0.33
2014Summary only. Only limited summary data is available for this year.$4.31$0.03$4.28$1.75$1.87$0.13
2013Summary only. Only limited summary data is available for this year.$4.44$0.03$4.41$2.34$1.94$0.39
2012Summary only. Only limited summary data is available for this year.$4.05$0.04$4.02$2.49$2.18$0.31
2011Summary only. Only limited summary data is available for this year.$3.76$0.06$3.70$2.08$2.73$0.66
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 13, 2021
Return Version
2019v5.1
Gross Receipts
$2,793,326
Mission and Program Overview

Mission

The fund provides education and training to apprentices and journeymen as provided by the collective bargaining agreements.

The Funds purpose is to provide training and education benefits to eligible participants under terms of collective bargaining agreements between the various employers and the Florida Carpenters Regional Council.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,975,501$2,000,070▲ $24,569
Cash and Non-Interest-Bearing Accounts$931,412$1,371,424▲ $440,012
Land, Buildings, and Equipment, Net$1,354,271$1,285,153▼ $69,118
Savings and Temporary Cash Investments$80,163$412▼ $79,751
Total Assets$4,352,772$4,668,484▲ $315,712
Other Assets Total$11,425$11,425→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$81,579$66,189▼ $15,390
Other Liabilities$8,000$8,000→ $0
Total Liabilities$89,579$74,189▼ $15,390
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,263,193$4,594,295▲ $331,102
Total Net Assets Fund Balance$4,263,193$4,594,295▲ $331,102
Total Liabilities and Net Assets / Fund Balance$4,352,772$4,668,484▲ $315,712

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$717,675$1,768,729$2,486,404
Equipment$145,411$458,360$603,771
Leasehold Improvements$298,111$277,127$575,238
Other Land Buildings$58,606$138,839$197,445
Land$65,350-$65,350
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jimmie Jordan JrDirectorFT$126,542$126,542

Board Members and Trustees

NameTitle
James BanksTrustee, Chairman
Matt SwansonTrustee, Vice Chair
Cliff TuckerTrustee
Conrad VarnumTrustee
Frank D'AngeloTrustee
Harold RichardsonTrustee
Joseph CrewsTrustee
Karl LampinenTrustee
Paul FrenchTrustee
Randy PageTrustee
Scott AlfeleTrustee
Doug WalkerTrustee, Vice Secretary
Preston TaylorTrustee. Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$439,789
Program Service Revenue
$1,960,757
Investment Income
$29,445
Other Revenue
$334,287
Change in Net Assets
$389,298

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,749,111
Revenue Not Reported on Financial Statements
$15,167
Revenue Not Reported on Form 990
$-29,148
Total Revenue per Audited Statements
$2,719,963
Total Revenue per Form 990
$2,764,278
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,434,609
Other Expenses$940,371
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$829,042--$829,042
Other Employee Benefits$404,973--$404,973
Conferences and Meetings$249,554--$249,554
Depreciation Depletion$136,968--$136,968
Current Officers, Directors, Trustees, and Key Employees$126,542--$126,542
Occupancy$112,993--$112,993
Advertising$104,648--$104,648
Insurance$75,918--$75,918
Payroll Taxes$74,052--$74,052
All Other Expenses$28,711--$28,711
Other Expenses$25,632--$25,632
Fees for Services Accounting$24,104--$24,104
Office Expenses$18,340--$18,340
Fees for Service Investment Mgmnt Fees$15,167--$15,167
Fees for Services Legal$2,872--$2,872
Interest$2,615--$2,615
Total Functional Expenses$2,374,980$0$0$2,374,980

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,388,861
Total Expenses per Form 990$2,374,980
Expenses per Audited Statements$2,359,813
Expenses Not Reported on Form 990$29,048
Expenses Not Reported on Financial Statements$15,167
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$8,000
Security Deposit-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
Yes
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 11B

“The return is prepared by the Funds independent certified public accountants which also perform an audit of the Funds books and records. The return is then provided to the Trustees for review and signature.”

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

“The Fund is subject to ERISA and the Trustees conform to its regulations. Section 404 and 406 of ERISA contain strict fiduciary rules and conflicts of interest prohibitions. The Trustees monitor and enforce the Funds compliance with ERISA with the assistance of the Funds professionals.”

Form 990, Part VI, Section B, Line 15A

“Salary is discussed, proposed and negotiated by the Board of Trustee.”

Form 990, Part VI, Section C, Line 19

“As required by ERISA the Funds governing documents, policies, financial statements and tax returns are available upon written request.”

Filing and Contact Details

Filer

Filer Name
Florida Carpenters Training Trust Fund
EIN
59-1300080
Phone
9547399200
Address
2840 Northwest 27th Avenue, Ft Lauderdale, FL 33311

Signing Officer

Name
James Banks
Title
Chairman
Signed
2021-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Banks
Formed
2002
Legal Domicile
Fl
Voting Board Members
15
Independent Board Members
15
Employees
37

Preparer

Firm
LaPadula Carlson Co
Address
550 Biltmore Way Suite 1200, Coral Gables, FL 33134
Preparer
Sharon Carlson
Phone
3055299300
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 1

“The Fund uses The modified cash basis of accounting in which certain revenues and the related assets are recognized when received rather than when earned, certain expenses and the related liabilities are recognized when paid rather than when the obligation is incurred, and depreciation is recorded on capitalized assets.”

Financial Statement Notes

X 2

“The Trustees have evaluated the tax positions taken by the Fund and have concluded that as of June 30, 2020, there are no uncertain positions taken or expected to be taken, that would require the recognition of a liability or asset or disclosure in the financial statements.”

XI 2D

“Income received during the year for rental property.”

XII 2D

“Expenses incured during the year to maintain rental property.”

Raw XML AppendixShowing 400 of 490 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0The Funds purpose is to provide training and education benefits to eligible participants under terms of collective bargaining agreements between the various employers and the Florida Carpenters Regional Council.
IRS990/AdvertisingGrp/ProgramServicesAmt0104648
IRS990/AdvertisingGrp/TotalAmt0104648
IRS990/AllOtherExpensesGrp/ProgramServicesAmt028711
IRS990/AllOtherExpensesGrp/TotalAmt028711
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Jimmie Jordan Jr
IRS990/BooksInCareOfDetail/PhoneNum09547399200
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02840 NW 27th Avenue
IRS990/BooksInCareOfDetail/USAddress/CityNm0Fort Lauderdale
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd033311
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0931412
IRS990/CashNonInterestBearingGrp/EOYAmt01371424
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0126542
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0126542
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0249554
IRS990/ConferencesMeetingsGrp/TotalAmt0249554
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0439789
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt029445
IRS990/CYOtherExpensesAmt0940371
IRS990/CYOtherRevenueAmt0334287
IRS990/CYProgramServiceRevenueAmt01960757
IRS990/CYRevenuesLessExpensesAmt0389298
IRS990/CYSalariesCompEmpBnftPaidAmt01434609
IRS990/CYTotalExpensesAmt02374980
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02764278
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0136968
IRS990/DepreciationDepletionGrp/TotalAmt0136968
IRS990/Desc0Education and training for journeymen and apprentices. As well as administrative expenses.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt037
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/ExpenseAmt02374980
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt024104
IRS990/FeesForServicesAccountingGrp/TotalAmt024104
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt02872
IRS990/FeesForServicesLegalGrp/TotalAmt02872
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt015167
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt015167
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt0040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt5001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt6001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt7001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt8001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt9001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13001.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0Jimmie Jordan Jr
IRS990/Form990PartVIISectionAGrp/PersonNm1Preston Taylor
IRS990/Form990PartVIISectionAGrp/PersonNm2James Banks
IRS990/Form990PartVIISectionAGrp/PersonNm3Randy Page
IRS990/Form990PartVIISectionAGrp/PersonNm4Doug Walker
IRS990/Form990PartVIISectionAGrp/PersonNm5Karl Lampinen
IRS990/Form990PartVIISectionAGrp/PersonNm6Matt Swanson
IRS990/Form990PartVIISectionAGrp/PersonNm7Harold Richardson
IRS990/Form990PartVIISectionAGrp/PersonNm8Paul French
IRS990/Form990PartVIISectionAGrp/PersonNm9Conrad Varnum
IRS990/Form990PartVIISectionAGrp/PersonNm10Scott Alfele
IRS990/Form990PartVIISectionAGrp/PersonNm11Frank D'Angelo
IRS990/Form990PartVIISectionAGrp/PersonNm12Joseph Crews
IRS990/Form990PartVIISectionAGrp/PersonNm13Cliff Tucker
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0126542
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee. Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee, Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee, Vice Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee, Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0true
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GovernmentGrantsAmt0439789
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt02793326
IRS990/GrossRentsGrp/RealAmt048000
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ProgramServicesAmt075918
IRS990/InsuranceGrp/TotalAmt075918
IRS990/InterestGrp/ProgramServicesAmt02615
IRS990/InterestGrp/TotalAmt02615
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt029445
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01975501
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02000070
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02643055
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01354271
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01285153
IRS990/LandBldgEquipCostOrOtherBssAmt03928208
IRS990/LegalDomicileStateCd0FL
IRS990/LessRentalExpensesGrp/RealAmt029048
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt010083
IRS990/MissionDesc0The Fund provides education and training to apprentices and journeymen as provided by the collective bargaining agreements.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt081579
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt066189
IRS990/NetAssetsOrFundBalancesBOYAmt04263193
IRS990/NetAssetsOrFundBalancesEOYAmt04594295
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt018952
IRS990/NetUnrelatedBusTxblIncmAmt017952
IRS990/NetUnrlzdGainsLossesInvstAmt0-58196
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04263193
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04594295
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt0112993
IRS990/OccupancyGrp/TotalAmt0112993
IRS990/OfficeExpensesGrp/ProgramServicesAmt018340
IRS990/OfficeExpensesGrp/TotalAmt018340
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt011425
IRS990/OtherAssetsTotalGrp/EOYAmt011425
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0404973
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0404973
IRS990/OtherExpensesGrp/Desc0Repair and Maintenance
IRS990/OtherExpensesGrp/Desc1Dues and Subscriptions
IRS990/OtherExpensesGrp/Desc2Education Materials
IRS990/OtherExpensesGrp/Desc3Auto Expense
IRS990/OtherExpensesGrp/ProgramServicesAmt054717
IRS990/OtherExpensesGrp/ProgramServicesAmt15249
IRS990/OtherExpensesGrp/ProgramServicesAmt282883
IRS990/OtherExpensesGrp/ProgramServicesAmt325632
IRS990/OtherExpensesGrp/TotalAmt054717
IRS990/OtherExpensesGrp/TotalAmt15249
IRS990/OtherExpensesGrp/TotalAmt282883
IRS990/OtherExpensesGrp/TotalAmt325632
IRS990/OtherLiabilitiesGrp/BOYAmt08000
IRS990/OtherLiabilitiesGrp/EOYAmt08000
IRS990/OtherRevenueMiscGrp/Desc0Reimbursed Expenses
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0305252
IRS990/OtherRevenueTotalAmt0315335
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0829042
IRS990/OtherSalariesAndWagesGrp/TotalAmt0829042
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt074052
IRS990/PayrollTaxesGrp/TotalAmt074052
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0James Banks
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0Employer Contributions
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01960757
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0465430
IRS990/PYInvestmentIncomeAmt041680
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0854684
IRS990/PYOtherRevenueAmt0279116
IRS990/PYProgramServiceRevenueAmt01729475
IRS990/PYRevenuesLessExpensesAmt0139871
IRS990/PYSalariesCompEmpBnftPaidAmt01521146
IRS990/PYTotalExpensesAmt02375830
IRS990/PYTotalRevenueAmt02515701
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0389298
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt018952
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt080163
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0412
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0717675
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01768729
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02486404
IRS990ScheduleD/EquipmentGrp/BookValueAmt0145411
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0458360
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0603771
IRS990ScheduleD/ExpensesNotReportedAmt029048
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt015167
IRS990ScheduleD/ExpensesSubtotalAmt02359813
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt015167
IRS990ScheduleD/InvestmentExpensesNotIncldAmt015167
IRS990ScheduleD/LandGrp/BookValueAmt065350
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt065350
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0298111
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0277127
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0575238
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-58196
IRS990ScheduleD/OtherExpensesIncludedAmt029048
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt058606
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0138839
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0197445
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt08000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Security Deposit
IRS990ScheduleD/OtherRevenueAmt029048
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/RevenueNotReportedAmt0-29148
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt015167
IRS990ScheduleD/RevenueSubtotalAmt02749111
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Trustees have evaluated the tax positions taken by the Fund and have concluded that as of June 30, 2020, there are no uncertain positions taken or expected to be taken, that would require the recognition of a liability or asset or disclosure in the financial statements.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Income received during the year for rental property.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Expenses incured during the year to maintain rental property.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0X 2
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1XI 2d
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2XII 2d
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01285153
IRS990ScheduleD/TotalExpensesPerForm990Amt02374980
IRS990ScheduleD/TotalLiabilityAmt08000
IRS990ScheduleD/TotalRevenuePerForm990Amt02764278
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02719963
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02388861
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0false
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0false
IRS990ScheduleE/MaintainScholarshipsRecsInd0false
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0School Board subsidies are received in connection with the number of participants trained and is based upon completion.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc06a
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The return is prepared by the Funds independent certified public accountants which also perform an audit of the Funds books and records. The return is then provided to the Trustees for review and signature.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Fund is subject to ERISA and the Trustees conform to its regulations. Section 404 and 406 of ERISA contain strict fiduciary rules and conflicts of interest prohibitions. The Trustees monitor and enforce the Funds compliance with ERISA with the assistance of the Funds professionals.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Salary is discussed, proposed and negotiated by the Board of Trustee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3As required by ERISA the Funds governing documents, policies, financial statements and tax returns are available upon written request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Fund uses The modified cash basis of accounting in which certain revenues and the related assets are recognized when received rather than when earned, certain expenses and the related liabilities are recognized when paid rather than when the obligation is incurred, and depreciation is recorded on capitalized assets.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XII, Line 1
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0x

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)5 • $1M-$5M nonprofits