Civic Intelligence

Florida Carpenters Training Trust Fund

990 • Fiscal year 2018 • EIN 59-1300080

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 08, 2019

Organization Profile
2840 Northwest 27th AvenueFt Lauderdale, FL 33311

(954) 739-9200

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Higher debt load relative to assets than 33% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

35th percentile

0.00x

Higher debt load relative to revenue than 35% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Net Margin

27th percentile

-0.9%

Higher net margin than 27% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

52nd percentile

$113,905

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Asset Growth

33rd percentile

-0.7%

Faster asset growth than 33% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

19th percentile

-5.5%

Faster revenue growth than 19% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$4,077,244

Down $29,255 (-0.7%) from 2017

Net Assets

Up

$4,069,244

Up $1,285 (+0.0%) from 2017

Liabilities

Down

$8,000

Down $30,540 (-79%) from 2017

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin27th percentile

Revenue

Down

$2,284,399

Down $133,636 (-5.5%) from 2017

Expenses

Down

$2,304,990

Down $123,788 (-5.1%) from 2017

Net Income

Down

-$20,591

Down $9,848 (-92%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$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

2018

Assets$4,077,244
Liabilities$8,000
Net Assets$4,069,244
Open 2018 Filing

Operations Trend

Revenue Growth19th percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$2,284,399
Expenses$2,304,990
Net Income-$20,591
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 8, 2019
Return Version
2017v2.3
Gross Receipts
$2,331,171
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$1,829,021$1,922,653▲ $93,632
Land, Buildings, and Equipment, Net$1,298,757$1,187,455▼ $111,302
Cash and Non-Interest-Bearing Accounts$875,467$902,987▲ $27,520
Savings and Temporary Cash Investments$91,829$52,724▼ $39,105
Total Assets$4,106,499$4,077,244▼ $29,255
Other Assets Total$11,425$11,425→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$30,540--
Accounts Payable and Accrued Expenses$8,000$8,000→ $0
Total Liabilities$38,540$8,000▼ $30,540
Net Assets / Fund Balance
Unrestricted Net Assets$4,067,959$4,069,244▲ $1,285
Total Net Assets Fund Balance$4,067,959$4,069,244▲ $1,285
Total Liabilities and Net Assets / Fund Balance$4,106,499$4,077,244▼ $29,255

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$810,597$1,651,328$2,460,925
Leasehold Improvements$262,068$241,568$503,636
Equipment$49,440$392,841$433,554
Other Land Buildings-$50,316$105,316
Land$65,350-$65,350
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jimmie JordanDirectorFT$113,905$113,905
Franklin GrayDirectorFT$15,234$15,234

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
$502,938
Program Service Revenue
$1,727,720
Investment Income
$35,021
Other Revenue
$18,720
Change in Net Assets
$-20,591

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,269,706
Revenue Not Reported on Financial Statements
$14,693
Revenue Not Reported on Form 990
$51,231
Total Revenue per Audited Statements
$2,320,937
Total Revenue per Form 990
$2,284,399
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,615,035
Other Expenses$689,955
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$976,656--$976,656
Other Employee Benefits$439,458--$439,458
Advertising$118,814--$118,814
Current Officers, Directors, Trustees, and Key Employees$113,905--$113,905
Occupancy$105,344--$105,344
Depreciation Depletion$103,611--$103,611
Payroll Taxes$85,016--$85,016
Conferences and Meetings$63,237--$63,237
Insurance$57,842--$57,842
Other Expenses$24,740--$24,740
All Other Expenses$24,516--$24,516
Fees for Services Accounting$19,459--$19,459
Office Expenses$15,785--$15,785
Fees for Service Investment Mgmnt Fees$14,693--$14,693
Fees for Services Legal$8,434--$8,434
Interest$483--$483
Total Functional Expenses$2,304,990$0$0$2,304,990

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,319,652
Total Expenses per Form 990$2,304,990
Expenses per Audited Statements$2,290,297
Expenses Not Reported on Form 990$29,355
Expenses Not Reported on Financial Statements$14,693
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-
Payroll Withholdings-
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 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 qualified 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
2019-04-08
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
39

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, 2018, 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

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

XII 2D

“Expenses incurred 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/AccountsPayableAccrExpnssGrp/BOYAmt08000
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt08000
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/ProgramServicesAmt0118814
IRS990/AdvertisingGrp/TotalAmt0118814
IRS990/AllOtherExpensesGrp/ProgramServicesAmt024516
IRS990/AllOtherExpensesGrp/TotalAmt024516
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Jimmie Jordan
IRS990/BooksInCareOfDetail/PhoneNum09547399200
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02840 NW 27th Avenue
IRS990/BooksInCareOfDetail/USAddress/CityNm0Fort Lauderdale
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd033311
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0875467
IRS990/CashNonInterestBearingGrp/EOYAmt0902987
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0113905
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0113905
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt063237
IRS990/ConferencesMeetingsGrp/TotalAmt063237
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0502938
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt035021
IRS990/CYOtherExpensesAmt0689955
IRS990/CYOtherRevenueAmt018720
IRS990/CYProgramServiceRevenueAmt01727720
IRS990/CYRevenuesLessExpensesAmt0-20591
IRS990/CYSalariesCompEmpBnftPaidAmt01615035
IRS990/CYTotalExpensesAmt02304990
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02284399
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0103611
IRS990/DepreciationDepletionGrp/TotalAmt0103611
IRS990/Desc0Education and training for journeymen and apprentices. As well as administrative expenses.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt039
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/ExpenseAmt02304990
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt019459
IRS990/FeesForServicesAccountingGrp/TotalAmt019459
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt08434
IRS990/FeesForServicesLegalGrp/TotalAmt08434
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt014693
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt014693
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt0001.00
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/AverageHoursPerWeekRt13040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14040.00
IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd0X
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/KeyEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
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/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/PersonNm0Preston Taylor
IRS990/Form990PartVIISectionAGrp/PersonNm1James Banks
IRS990/Form990PartVIISectionAGrp/PersonNm2Randy Page
IRS990/Form990PartVIISectionAGrp/PersonNm3Doug Walker
IRS990/Form990PartVIISectionAGrp/PersonNm4Karl Lampinen
IRS990/Form990PartVIISectionAGrp/PersonNm5Matt Swanson
IRS990/Form990PartVIISectionAGrp/PersonNm6Harold Richardson
IRS990/Form990PartVIISectionAGrp/PersonNm7Paul French
IRS990/Form990PartVIISectionAGrp/PersonNm8Conrad Varnum
IRS990/Form990PartVIISectionAGrp/PersonNm9Scott Alfele
IRS990/Form990PartVIISectionAGrp/PersonNm10Frank D'Angelo
IRS990/Form990PartVIISectionAGrp/PersonNm11Joseph Crews
IRS990/Form990PartVIISectionAGrp/PersonNm12Cliff Tucker
IRS990/Form990PartVIISectionAGrp/PersonNm13Franklin Gray
IRS990/Form990PartVIISectionAGrp/PersonNm14Jimmie Jordan
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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/ReportableCompFromOrgAmt1315234
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14113905
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/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee. Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee, Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee, Vice Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee, Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0true
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd0true
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt0-3173
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GovernmentGrantsAmt0502938
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt014244
IRS990/GrossReceiptsAmt02331171
IRS990/GrossRentsGrp/RealAmt048000
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ProgramServicesAmt057842
IRS990/InsuranceGrp/TotalAmt057842
IRS990/InterestGrp/ProgramServicesAmt0483
IRS990/InterestGrp/TotalAmt0483
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt038194
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01829021
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01922653
IRS990/IRPDocumentCnt097
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02381326
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01298757
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01187455
IRS990/LandBldgEquipCostOrOtherBssAmt03568781
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt017417
IRS990/LessRentalExpensesGrp/RealAmt029355
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt075
IRS990/MissionDesc0The Fund provides education and training to apprentices and journeymen as provided by the collective bargaining agreements.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt030540
IRS990/NetAssetsOrFundBalancesBOYAmt04067959
IRS990/NetAssetsOrFundBalancesEOYAmt04069244
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-3173
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt018645
IRS990/NetUnrelatedBusTxblIncmAmt017645
IRS990/NetUnrlzdGainsLossesInvstAmt021876
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt0105344
IRS990/OccupancyGrp/TotalAmt0105344
IRS990/OfficeExpensesGrp/ProgramServicesAmt015785
IRS990/OfficeExpensesGrp/TotalAmt015785
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt011425
IRS990/OtherAssetsTotalGrp/EOYAmt011425
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0439458
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0439458
IRS990/OtherExpensesGrp/Desc0Repair and Maintenance
IRS990/OtherExpensesGrp/Desc1Dues and Subscriptions
IRS990/OtherExpensesGrp/Desc2Education Materials
IRS990/OtherExpensesGrp/Desc3Auto Expense
IRS990/OtherExpensesGrp/ProgramServicesAmt042858
IRS990/OtherExpensesGrp/ProgramServicesAmt17167
IRS990/OtherExpensesGrp/ProgramServicesAmt282972
IRS990/OtherExpensesGrp/ProgramServicesAmt324740
IRS990/OtherExpensesGrp/TotalAmt042858
IRS990/OtherExpensesGrp/TotalAmt17167
IRS990/OtherExpensesGrp/TotalAmt282972
IRS990/OtherExpensesGrp/TotalAmt324740
IRS990/OtherRevenueTotalAmt075
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0976656
IRS990/OtherSalariesAndWagesGrp/TotalAmt0976656
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt085016
IRS990/PayrollTaxesGrp/TotalAmt085016
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0James Banks
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0Employer Contributions
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01727720
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01727720
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0636481
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt057753
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0767002
IRS990/PYOtherRevenueAmt039853
IRS990/PYProgramServiceRevenueAmt01683948
IRS990/PYRevenuesLessExpensesAmt0-10743
IRS990/PYSalariesCompEmpBnftPaidAmt01661776
IRS990/PYTotalExpensesAmt02428778
IRS990/PYTotalRevenueAmt02418035
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-20591
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt018645
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt091829
IRS990/SavingsAndTempCashInvstGrp/EOYAmt052724
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0810597
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01651328
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02460925
IRS990ScheduleD/EquipmentGrp/BookValueAmt049440
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0392841
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0433554
IRS990ScheduleD/ExpensesNotReportedAmt029355
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt014693
IRS990ScheduleD/ExpensesSubtotalAmt02290297
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt014693
IRS990ScheduleD/InvestmentExpensesNotIncldAmt014693
IRS990ScheduleD/LandGrp/BookValueAmt065350
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt065350
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0262068
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0241568
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0503636
IRS990ScheduleD/NetUnrealizedGainsInvstAmt021876
IRS990ScheduleD/OtherExpensesIncludedAmt029355
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt050316
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0105316
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Payroll Withholdings
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Security Deposit
IRS990ScheduleD/OtherRevenueAmt029355
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/RevenueNotReportedAmt051231
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt014693
IRS990ScheduleD/RevenueSubtotalAmt02269706
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Trustees have evaluated the tax positions taken by the Fund and have concluded that as of June 30, 2018, 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/ExplanationTxt1Expenses incurred during the year to maintain rental property.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Expenses incurred during the year to maintain rental property.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0X 2
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1XI 2d
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2XII 2d
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01187455
IRS990ScheduleD/TotalExpensesPerForm990Amt02304990
IRS990ScheduleD/TotalRevenuePerForm990Amt02284399
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02320937
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02319652
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
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt015234
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Franklin Gray
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Director
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt015234
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SubstantiationRequiredInd0true
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,077,244
Liabilities
$8,000
Net assets
$4,069,244
Revenue
$2,284,399
Expenses
$2,304,990
Net income
-$20,591
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
2018Detailed filing. Detailed filing data is available for this year.$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