Civic Intelligence

Iron Workers Lu 397 Apprenticeship

990 • Fiscal year 2020 • EIN 59-6365948

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

Organization ProfileWWW.IWL397
PO Box 18Mango, FL 33550

(813) 623-1515

Siviq Scores

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

Liabilities / Assets

51st percentile

0.01x

Higher debt load relative to assets than 51% of similar nonprofits.

2020 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

56th percentile

0.03x

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

2020 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2020

Net Margin

82nd percentile

24%

Higher net margin than 82% of similar nonprofits.

2020 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

18th percentile

$0

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2020

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2020 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

55th percentile

0.2%

Faster revenue growth than 55% of similar nonprofits.

2020 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$1,880,981

Up $187,168 (+11%) from 2019

Net Assets

Up

$1,855,766

Up $191,812 (+12%) from 2019

Liabilities

Down

$25,215

Down $4,644 (-16%) from 2019

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin82nd percentile

Revenue

Up

$789,074

Up $1,944 (+0.2%) from 2019

Expenses

Down

$597,262

Down $38,402 (-6.0%) from 2019

Net Income

Up

$191,812

Up $40,346 (+27%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,258,283Liabilities 2011: $14,617Net Assets 2011: $1,243,6662011Assets 2012: $1,189,847Liabilities 2012: $14,342Net Assets 2012: $1,175,5052012Assets 2013: $1,149,318Liabilities 2013: $22,611Net Assets 2013: $1,126,7072013Assets 2014: $1,020,576Liabilities 2014: $32,624Net Assets 2014: $987,9522014Assets 2015: $1,009,704Liabilities 2015: $19,247Net Assets 2015: $990,4572015Assets 2016: $1,172,367Liabilities 2016: $27,559Net Assets 2016: $1,144,8082016Assets 2017: $1,330,191Liabilities 2017: $26,940Net Assets 2017: $1,303,2512017Assets 2018: $1,556,875Liabilities 2018: $44,387Net Assets 2018: $1,512,4882018Assets 2019: $1,693,813Liabilities 2019: $29,859Net Assets 2019: $1,663,9542019Assets 2020: $1,880,981Liabilities 2020: $25,215Net Assets 2020: $1,855,7662020Assets 2021: $1,968,649Liabilities 2021: $26,647Net Assets 2021: $1,942,0022021Assets 2022: $1,993,125Liabilities 2022: $87,269Net Assets 2022: $1,905,8562022Assets 2023: $2,024,360Liabilities 2023: $70,505Net Assets 2023: $1,953,8552023Assets 2024: $2,153,166Liabilities 2024: $22,712Net Assets 2024: $2,130,4542024

Highlighted filing

2020

Assets$1,880,981
Liabilities$25,215
Net Assets$1,855,766
Open 2020 Filing

Operations Trend

Revenue Growth55th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $510,459Expenses 2011: $429,608Net Income 2011: $80,8512011Revenue 2012: $413,746Expenses 2012: $481,907Net Income 2012: -$68,1612012Revenue 2013: $492,687Expenses 2013: $541,485Net Income 2013: -$48,7982013Revenue 2014: $415,856Expenses 2014: $554,611Net Income 2014: -$138,7552014Revenue 2015: $466,479Expenses 2015: $463,974Net Income 2015: $2,5052015Revenue 2016: $644,018Expenses 2016: $489,667Net Income 2016: $154,3512016Revenue 2017: $690,393Expenses 2017: $531,950Net Income 2017: $158,4432017Revenue 2018: $810,387Expenses 2018: $601,150Net Income 2018: $209,2372018Revenue 2019: $787,130Expenses 2019: $635,664Net Income 2019: $151,4662019Revenue 2020: $789,074Expenses 2020: $597,262Net Income 2020: $191,8122020Revenue 2021: $712,946Expenses 2021: $626,710Net Income 2021: $86,2362021Revenue 2022: $714,315Expenses 2022: $750,461Net Income 2022: -$36,1462022Revenue 2023: $750,992Expenses 2023: $702,993Net Income 2023: $47,9992023Revenue 2024: $947,033Expenses 2024: $770,434Net Income 2024: $176,5992024

Highlighted filing

2020

Revenue$789,074
Expenses$597,262
Net Income$191,812
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.0
Gross Receipts
$789,074
Mission and Program Overview

Mission

To prepare apprentices to successfully navigate a career in the ironworking field and to instruct them in all aspects of the requirements to effectively become ironworkers.

To provide up-to-date training and instruction for apprentices in the field of ironworking

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$972,782$985,134▲ $12,352
Land, Buildings, and Equipment, Net$398,372$389,680▼ $8,692
Cash and Non-Interest-Bearing Accounts$162,456$328,446▲ $165,990
Accounts Receivable$151,679$168,958▲ $17,279
Prepaid Expenses and Deferred Charges$943$1,182▲ $239
Total Assets$1,693,813$1,880,981▲ $187,168
Other Assets Total$7,581$7,581→ $0
Liabilities
Accounts Payable and Accrued Expenses$29,859$25,215▼ $4,644
Total Liabilities$29,859$25,215▼ $4,644
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,663,954$1,855,766▲ $191,812
Total Net Assets Fund Balance$1,663,954$1,855,766▲ $191,812
Total Liabilities and Net Assets / Fund Balance$1,693,813$1,880,981▲ $187,168

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$345,590$305,897$651,487
Equipment$30,552$126,220$156,772
Other Land Buildings$13,538$104,155$117,693
Compensation and Service Providers
Top Officer Pay18th percentile

Board Members and Trustees

NameTitle
Travis PhelpsChairman
Keven BarberCo-chairman
Butch KinneyTrustee
Chad MorrowTrustee
Greg GianakosTrustee
Preston TaylorSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$772,574
Investment Income
$12,353
Other Revenue
$4,147
Change in Net Assets
$191,812

Audited Revenue Reconciliation

Revenue per Audited Statements
$789,074
Total Revenue per Audited Statements
$789,074
Total Revenue per Form 990
$789,074
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$336,269
Other Expenses$260,993
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$210,966
Pension Plan Contributions---$64,334
Other Employee Benefits---$44,476
Occupancy---$39,437
Depreciation Depletion---$31,291
Payroll Taxes---$16,493
Conferences and Meetings---$11,528
Fees for Services Accounting---$11,150
All Other Expenses---$9,651
Office Expenses---$9,510
Fees for Services Legal---$8,833
Insurance---$6,918
Other Expenses---$6,564
Information Technology---$2,643
Advertising---$1,873
Interest---$53
Total Functional Expenses$0$0$0$597,262

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$597,262
Total Expenses per Audited Statements$597,262
Total Expenses per Form 990$597,262
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
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, Page 6, Part VI, Line 11B

“Form 990 is presented to the officers at a board meeting prior to its filing date. If no meeting is scheduled, all officers are notified that the form is available in the office.”

Form 990, Page 6, Part VI, Line 12C

“The trustees complete the checklist for monitoring your conflict of interest policy annually. In addition all employees, officers and trustees complete the conflict of interest certification and disclosure form annually after receipt and review of the conflict of interest policy.”

Form 990, Page 6, Part VI, Line 15A

“The top management officials are the chairman and vice chairman. Both of these positions are unpaid positions.”

Form 990, Page 6, Part VI, Line 15B

“The secretary and trustees are unpaid positions. The trustees that receive pay are not paid for their work as trustees but are paid for other duties performed for the apprenticeship fund. Their wages are determined using the industrial journeyman scale of the local union and the foreman wage scale.”

Form 990, Page 6, Part VI, Line 19

“A copy of the governing documents, policies and financial statements are available for inspection at all times in the office.”

Filing and Contact Details

Filer

Filer Name
Iron Workers Local 397
EIN
59-6365948
Phone
8136231515
Address
PO BOX 18, MANGO, FL 33550

Signing Officer

Name
Keven Barber
Title
Co-chairman
Phone
8136231515
Signed
2021-11-11

Organization Details

Principal Officer
Keven Barber
Formed
1971
Legal Domicile
Fl
Voting Board Members
6
Independent Board Members
6
Employees
5

Preparer

Firm
Gramling & Haya CPA Pa
Address
PO BOX 290069, TAMPA, FL 33687
Preparer
Daniel Haya
Phone
8139889171
Raw XML Appendix354 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PRESENTED TO THE OFFICERS AT A BOARD MEETING PRIOR TO ITS FILING DATE. IF NO MEETING IS SCHEDULED, ALL OFFICERS ARE NOTIFIED THAT THE FORM IS AVAILABLE IN THE OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEES COMPLETE THE CHECKLIST FOR MONITORING YOUR CONFLICT OF INTEREST POLICY ANNUALLY. IN ADDITION ALL EMPLOYEES, OFFICERS AND TRUSTEES COMPLETE THE CONFLICT OF INTEREST CERTIFICATION AND DISCLOSURE FORM ANNUALLY AFTER RECEIPT AND REVIEW OF THE CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TOP MANAGEMENT OFFICIALS ARE THE CHAIRMAN AND VICE CHAIRMAN. BOTH OF THESE POSITIONS ARE UNPAID POSITIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE SECRETARY AND TRUSTEES ARE UNPAID POSITIONS. THE TRUSTEES THAT RECEIVE PAY ARE NOT PAID FOR THEIR WORK AS TRUSTEES BUT ARE PAID FOR OTHER DUTIES PERFORMED FOR THE APPRENTICESHIP FUND. THEIR WAGES ARE DETERMINED USING THE INDUSTRIAL JOURNEYMAN SCALE OF THE LOCAL UNION AND THE FOREMAN WAGE SCALE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A COPY OF THE GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE FOR INSPECTION AT ALL TIMES IN THE OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0IRON WORKERS LOCAL UNION 397
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0590481747
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 18
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MANGO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd033550
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0true
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt068742
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0SHARED SERVICE AGREEMENT
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0IRON WORKERS LOCAL UNION 397
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0P
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01693813
IRS990/TotalAssetsEOYAmt01880981
IRS990/TotalAssetsGrp/BOYAmt01693813
IRS990/TotalAssetsGrp/EOYAmt01880981
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0597262
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt029859
IRS990/TotalLiabilitiesEOYAmt025215
IRS990/TotalLiabilitiesGrp/BOYAmt029859
IRS990/TotalLiabilitiesGrp/EOYAmt025215
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01663954
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01855766
IRS990/TotalProgramServiceRevenueAmt0772574
IRS990/TotalRevenueGrp/ExclusionAmt016500
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0772574
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0789074
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01693813
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01880981
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 18
IRS990/USAddress/CityNm0MANGO
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033550
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.IWL397
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVEN BARBER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum08136231515
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IRON WORKERS LOCAL 397
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0APPRENTICESHIP TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0IRON
ReturnHeader/Filer/EIN0596365948
ReturnHeader/Filer/PhoneNum08136231515
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 18
ReturnHeader/Filer/USAddress/CityNm0MANGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033550
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591891796
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRAMLING & HAYA CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 290069
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TAMPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033687
ReturnHeader/PreparerPersonGrp/PhoneNum08139889171
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL HAYA
ReturnHeader/ReturnTs02021-11-12T13:42:22-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KEVEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BARBER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,880,981
Liabilities
$25,215
Net assets
$1,855,766
Revenue
$789,074
Expenses
$597,262
Net income
$191,812
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.15$0.02$2.13$0.95$0.77$0.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.02$0.07$1.95$0.75$0.70$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.99$0.09$1.91$0.71$0.75$0.04
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.97$0.03$1.94$0.71$0.63$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.88$0.03$1.86$0.79$0.60$0.19
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.69$0.03$1.66$0.79$0.64$0.15
2018Summary only. Only limited summary data is available for this year.$1.56$0.04$1.51$0.81$0.60$0.21
2017Summary only. Only limited summary data is available for this year.$1.33$0.03$1.30$0.69$0.53$0.16
2016Summary only. Only limited summary data is available for this year.$1.17$0.03$1.14$0.64$0.49$0.15
2015Summary only. Only limited summary data is available for this year.$1.01$0.02$0.99$0.47$0.46$0.00
2014Summary only. Only limited summary data is available for this year.$1.02$0.03$0.99$0.42$0.55$0.14
2013Summary only. Only limited summary data is available for this year.$1.15$0.02$1.13$0.49$0.54$0.05
2012Summary only. Only limited summary data is available for this year.$1.19$0.01$1.18$0.41$0.48$0.07
2011Summary only. Only limited summary data is available for this year.$1.26$0.01$1.24$0.51$0.43$0.08