Civic Intelligence

Iron Workers Lu 397 Apprenticeship Trust Fund

EIN 59-6365948 • 501(c)5 • Mango, FL

Profile

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.

PO Box 18Mango, FL 33550

www.iwl397

Siviq Scores

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

Liabilities / Assets

54th percentile

0.01x

Higher debt load relative to assets than 54% of similar nonprofits.

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

Liabilities / Revenue

56th percentile

0.02x

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

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

Net Margin

73rd percentile

19%

Higher net margin than 73% of similar nonprofits.

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

Top Officer Pay

76th percentile

$174,314

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 18.4% of source-year revenue.

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

Asset Growth

54th percentile

6.4%

Faster asset growth than 54% of similar nonprofits.

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

Revenue Growth

86th percentile

26%

Faster revenue growth than 86% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$2,153,166

Up $128,806 (+6.4%) from 2023

Liabilities

Down

$22,712

Down $47,793 (-68%) from 2023

Net Assets

Up

$2,130,454

Up $176,599 (+9.0%) from 2023

Operations
Liabilities / Revenue56th percentileNet Margin73rd percentile

Revenue

Up

$947,033

Up $196,041 (+26%) from 2023

Expenses

Up

$770,434

Up $67,441 (+9.6%) from 2023

Net Income

Up

$176,599

Up $128,600 (+268%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth54th percentile

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

$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

2024

Assets$2,153,166
Liabilities$22,712
Net Assets$2,130,454
Open 2024 Filing

Operations Trend

Revenue Growth86th percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$947,033
Expenses$770,434
Net Income$176,599
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,153,166
Liabilities
$22,712
Net assets
$2,130,454
Revenue
$947,033
Expenses
$770,434
Net income
$176,599
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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Gross Receipts
$947,033
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$1,195,800$1,239,439▲ $43,639
Land, Buildings, and Equipment, Net$499,873$479,815▼ $20,058
Cash and Non-Interest-Bearing Accounts$223,643$255,558▲ $31,915
Accounts Receivable$98,456$131,709▲ $33,253
Prepaid Expenses and Deferred Charges$4,330$4,912▲ $582
Total Assets$2,024,360$2,153,166▲ $128,806
Other Assets Total$2,258$41,733▲ $39,475
Liabilities
Deferred Revenue$55,350--
Accounts Payable and Accrued Expenses$15,155$22,712▲ $7,557
Total Liabilities$70,505$22,712▼ $47,793
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,953,855$2,130,454▲ $176,599
Total Net Assets Fund Balance$1,953,855$2,130,454▲ $176,599
Total Liabilities and Net Assets / Fund Balance$2,024,360$2,153,166▲ $128,806

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$439,523$388,783$828,306
Equipment$31,614$185,170$216,784
Other Land Buildings$8,678$119,536$128,214
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleOtherTotal
Travis PhelpsChairman$149,889$149,889

Board Members and Trustees

NameTitle
Butch KinneyTrustee
Keven BarberCo-chariman
Preston TaylorSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$880,810
Program Service Revenue
$0
Investment Income
$44,026
Other Revenue
$22,197
All Other Contributions
$880,810
Change in Net Assets
$176,599

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$40,000Estimate
Total Noncash Contributions1$40,000-

Audited Revenue Reconciliation

Revenue per Audited Statements
$947,033
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$947,033
Total Revenue per Form 990
$947,033
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$433,198
Other Expenses$337,236
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$292,644
Payments to Affiliates---$75,258
Pension Plan Contributions---$71,660
Occupancy---$53,263
Other Employee Benefits---$45,943
Depreciation Depletion---$36,777
Payroll Taxes---$22,951
Fees for Services Accounting---$12,041
Insurance---$11,863
Office Expenses---$11,709
Travel---$11,055
Other Expenses---$8,935
Fees for Services Legal---$8,827
Information Technology---$6,791
Conferences and Meetings---$3,347
Total Functional Expenses$0$0$0$770,434

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$770,434
Total Expenses per Audited Statements$770,434
Total Expenses per Form 990$770,434
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
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 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

“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, Part VI, Section B, 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, Part VI, Section B, Line 15

“The top management officials are the chairman and co chairman. Both of these positions are unpaid positions. Additionally, the secretary and trustees are unpaid positions. If an officer or trustee receives pay, they are not paid for their work as officers or 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, Part VI, Section C, 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 Lu 397 Apprenticeship
EIN
59-6365948
Phone
8136231515
Address
PO BOX 18, MANGO, FL 33550

Signing Officer

Name
Keven Barber
Title
Co-chairman
Phone
8136231515
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Keven Barber
Formed
1971
Legal Domicile
Fl
Voting Board Members
4
Independent Board Members
4
Employees
8
Volunteers
0

Preparer

Firm
Bates CPA Pllc
Address
610 E ZACK ST STE 504, TAMPA, FL 33602
Preparer
Brennan Bates CPA
Phone
8138030025
Supplemental Narrative

Additional Explanations

Part XII, Line 2C

“There has been no change in the process from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“Income not directly related to the fund's tax-exempt purpose is subject to taxation as unrelated business income. For the years ended december 31, 2024 and 2023, the fund has determined that no material uncertain tax positions qualify for either recognition or disclosure in the financial statements. Additionally, the fund believes it has conducted its operations in accordance with, and has properly maintained, its tax-exempt status. Tax returns for the years 2022 through 2024 are subject to examination by the internal revenue service.”

Raw XML Appendix377 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt015155
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IRS990/ActivitiesConductedPrtshpInd00
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IRS990/AllOtherContributionsAmt0880810
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IRS990/AuditCommitteeInd01
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IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 18
IRS990/BooksInCareOfDetail/USAddress/CityNm0MANGO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd033550
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IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
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IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
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IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt036777
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IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
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IRS990/FeesForServicesAccountingGrp/TotalAmt012041
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IRS990/Form990PartVIISectionAGrp/PersonNm0TRAVIS PHELPS
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IRS990/Form990PartVIISectionAGrp/PersonNm2PRESTON TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm3BUTCH KINNEY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-CHARIMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
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IRS990/FSAuditedInd01
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IRS990/GrantsToOrganizationsInd00
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IRS990/GroupReturnForAffiliatesInd00
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IRS990/InfoInScheduleOPartXIIInd0X
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt044026
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/PoliticalCampaignActyInd00
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IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
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IRS990/ScheduleBRequiredInd00
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IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0770434
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt08678
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0119536
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0128214
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0947033
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INCOME NOT DIRECTLY RELATED TO THE FUND'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023, THE FUND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. ADDITIONALLY, THE FUND BELIEVES IT HAS CONDUCTED ITS OPERATIONS IN ACCORDANCE WITH, AND HAS PROPERLY MAINTAINED, ITS TAX-EXEMPT STATUS. TAX RETURNS FOR THE YEARS 2022 THROUGH 2024 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0479815
IRS990ScheduleD/TotalExpensesPerForm990Amt0770434
IRS990ScheduleD/TotalRevenuePerForm990Amt0947033
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0947033
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0770434
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0111273
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt051521
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt011520
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0KEVEN BARBER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CO-CHARIMAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0174314
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt01
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0EQUIPMENT
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0ESTIMATE
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt040000
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
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 CO CHAIRMAN. BOTH OF THESE POSITIONS ARE UNPAID POSITIONS. ADDITIONALLY, THE SECRETARY AND TRUSTEES ARE UNPAID POSITIONS. IF AN OFFICER OR TRUSTEE RECEIVES PAY, THEY ARE NOT PAID FOR THEIR WORK AS OFFICERS OR 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/ExplanationTxt3A COPY OF THE GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE FOR INSPECTION AT ALL TIMES IN THE OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THERE HAS BEEN NO CHANGE IN THE PROCESS FROM THE PRIOR YEAR.
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 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0IRON WORKERS LOCAL UNION 397
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0590481747
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
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/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt072898
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0SHARED SERVICE AGREEMENT
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IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0O
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IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02024360
IRS990/TotalAssetsEOYAmt02153166
IRS990/TotalAssetsGrp/BOYAmt02024360
IRS990/TotalAssetsGrp/EOYAmt02153166
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0880810
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/TotalAmt0770434
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt070505
IRS990/TotalLiabilitiesEOYAmt022712
IRS990/TotalLiabilitiesGrp/BOYAmt070505
IRS990/TotalLiabilitiesGrp/EOYAmt022712
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01953855
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02130454
IRS990/TotalOtherCompensationAmt0119136
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt044026
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt022197
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0947033
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02024360
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02153166
IRS990/TotReportableCompRltdOrgAmt0205067
IRS990/TravelGrp/TotalAmt011055
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 18
IRS990/USAddress/CityNm0MANGO
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033550
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.IWL397
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVEN BARBER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum08136231515
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IRON WORKERS LU 397 APPRENTICESHIP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST 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/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823948764
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BATES CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0610 E ZACK ST STE 504
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TAMPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033602
ReturnHeader/PreparerPersonGrp/PhoneNum08138030025
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRENNAN BATES CPA
ReturnHeader/ReturnTs02025-05-13T13:33:09-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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