Civic Intelligence

Associated General Cont Iron Worker Apprenticeship

990 • Fiscal year 2020 • EIN 61-6034594

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 02, 2020

Organization ProfileN/A
PO Box 289Ashland, KY 41105

(606) 929-9656

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.37x

Higher debt load relative to assets than 93% of similar nonprofits.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

96th percentile

1.19x

Higher debt load relative to revenue than 96% of similar nonprofits.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2020

Net Margin

5th percentile

-29%

Higher net margin than 5% of similar nonprofits.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

2020 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2020

Asset Growth

11th percentile

-6.9%

Faster asset growth than 11% of similar nonprofits.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

6th percentile

-38%

Faster revenue growth than 6% of similar nonprofits.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$607,161

Down $45,206 (-6.9%) from 2019

Net Assets

Up

$380,568

Up $16,811 (+4.6%) from 2019

Liabilities

Down

$226,593

Down $62,017 (-21%) from 2019

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin5th percentile

Revenue

Down

$191,102

Down $118,187 (-38%) from 2019

Expenses

Down

$246,832

Down $89,628 (-27%) from 2019

Net Income

Down

-$55,730

Down $28,559 (-105%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,127,659Liabilities 2011: $268,741Net Assets 2011: $858,9182011Assets 2012: $1,009,425Liabilities 2012: $215,487Net Assets 2012: $793,9382012Assets 2013: $886,114Liabilities 2013: $217,183Net Assets 2013: $668,9312013Assets 2014: $856,254Liabilities 2014: $215,025Net Assets 2014: $641,2292014Assets 2015: $862,893Liabilities 2015: $214,890Net Assets 2015: $648,0032015Assets 2016: $723,668Liabilities 2016: $220,842Net Assets 2016: $502,8262016Assets 2017: $698,180Liabilities 2017: $219,006Net Assets 2017: $479,1742017Assets 2018: $609,772Liabilities 2018: $218,844Net Assets 2018: $390,9282018Assets 2019: $652,367Liabilities 2019: $288,610Net Assets 2019: $363,7572019Assets 2020: $607,161Liabilities 2020: $226,593Net Assets 2020: $380,5682020Assets 2022: $624,180Liabilities 2022: $226,057Net Assets 2022: $398,1232022Assets 2023: $607,856Liabilities 2023: $230,619Net Assets 2023: $377,2372023Assets 2025: $577,288Liabilities 2025: $229,521Net Assets 2025: $347,7672025

Highlighted filing

2020

Assets$607,161
Liabilities$226,593
Net Assets$380,568
Open 2020 Filing

Operations Trend

Revenue Growth6th percentile

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

$600K$400K$200K$0-$200KExpenses 2011: $332,3312011Expenses 2012: $322,4942012Expenses 2013: $251,5512013Revenue 2014: $262,468Expenses 2014: $268,992Net Income 2014: -$6,5242014Revenue 2015: $321,735Expenses 2015: $293,211Net Income 2015: $28,5242015Revenue 2016: $195,443Expenses 2016: $313,245Net Income 2016: -$117,8022016Revenue 2017: $276,612Expenses 2017: $300,264Net Income 2017: -$23,6522017Revenue 2018: $232,467Expenses 2018: $320,713Net Income 2018: -$88,2462018Revenue 2019: $309,289Expenses 2019: $336,460Net Income 2019: -$27,1712019Revenue 2020: $191,102Expenses 2020: $246,832Net Income 2020: -$55,7302020Revenue 2022: $286,205Expenses 2022: $253,059Net Income 2022: $33,1462022Revenue 2023: $325,246Expenses 2023: $321,722Net Income 2023: $3,5242023Revenue 2025: $401,789Expenses 2025: $403,496Net Income 2025: -$1,7072025

Highlighted filing

2020

Revenue$191,102
Expenses$246,832
Net Income-$55,730
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 2, 2020
Return Version
2019v5.1
Gross Receipts
$191,102
Mission and Program Overview

Mission

NONE

Iron workers local #769 apprenticeship and training trust fund provides training for members of iron workers local #769.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$581,291$570,377▼ $10,914
Cash and Non-Interest-Bearing Accounts$69,935$35,891▼ $34,044
Savings and Temporary Cash Investments$1,141$892▼ $249
Total Assets$652,367$607,161▼ $45,206
Liabilities
Accounts Payable and Accrued Expenses$288,610$226,593▼ $62,017
Total Liabilities$288,610$226,593▼ $62,017
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$363,757$380,568▲ $16,811
Total Net Assets Fund Balance$363,757$380,568▲ $16,811
Total Liabilities and Net Assets / Fund Balance$652,367$607,161▼ $45,206

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$460,696$303,628-
Other Land Buildings$0$13,386-
Land$102,580--
Equipment$7,101$76,530-
Leasehold Improvements$0$23,125-
Compensation and Service Providers
Top Officer Pay33rd percentile

Board Members and Trustees

NameTitle
Michael BlakemanPresident
Brett ShipmanExecutive Board
Chris GeorgeExecutive Board
Clint McnealExecutive Board
Kevin MeredithExecutive Board
TomnicholsExecutive Board
Billy DaltonTrustee
Cody McnealTrustee
Mike WyantTrustee
Russell MontgomeryBusiness Manager
Rodney VanceSecretary
Anthony JohnsonSgt of Arms
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$182,927
Investment Income
$2
Other Revenue
$8,173
Change in Net Assets
$-55,730
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$162,820
Salaries, Compensation, and Employee Benefits$84,012
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$75,000--$75,000
All Other Expenses$22,137--$22,137
Depreciation Depletion$19,091--$19,091
Occupancy$17,173--$17,173
Insurance$10,765--$10,765
Fees for Services Accounting$7,046--$7,046
Payroll Taxes$6,126--$6,126
Other Expenses$6,003--$6,003
Comp Disqual Persons$2,886--$2,886
Office Expenses$2,182--$2,182
Fees for Service Investment Mgmnt Fees$250--$250
Total Functional Expenses$246,832$0$0$246,832
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
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 draft is provided to management prior to filing. The completed and filed form 990 is reviewed in the regularly scheduled meeting with the members.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Iron Workers Local No 769
EIN
61-6034594
Phone
6069299656
Address
PO BOX 289, ASHLAND, KY 41105

Signing Officer

Name
Russell Montgomery
Title
Chairman
Phone
6063240415
Signed
2020-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Russell Montgomery
Formed
1996
Legal Domicile
Ky
Voting Board Members
13
Independent Board Members
0
Employees
2
Volunteers
0

Preparer

Firm
Griffith Delaney Hillman & Lett
Address
PO BOX 1360, ASHLAND, KY 41105-1360
Preparer
P David Griffith CPA
Phone
6063291656
Supplemental Narrative

Additional Explanations

Form 990 Part X11 Line 2 (C)

“The audit committee reviews the reviewed financial statements.”

Raw XML AppendixShowing 400 of 418 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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IRS990/Form990PartVIISectionAGrp/TitleTxt2EXECUTIVE BOARD
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt0303628
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0764324
IRS990ScheduleD/EquipmentGrp/BookValueAmt07101
IRS990ScheduleD/EquipmentGrp/DepreciationAmt076530
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt083631
IRS990ScheduleD/LandGrp/BookValueAmt0102580
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0102580
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt023125
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt023125
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt013386
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt013386
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0570377
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 DRAFT IS PROVIDED TO MANAGEMENT PRIOR TO FILING. THE COMPLETED AND FILED FORM 990 IS REVIEWED IN THE REGULARLY SCHEDULED MEETING WITH THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE AUDIT COMMITTEE REVIEWS THE REVIEWED FINANCIAL STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990 PART X11 LINE 2 (C)
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0IRON WORKERS LOCAL #769
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0610517366
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0KY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LABOR UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 289
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ASHLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0KY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd041105
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0INT'L ASSN OF BRIDGE STRUCTURAL ORNAMENTAL & REINFORCING IW UNION 769
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0P
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0652367
IRS990/TotalAssetsEOYAmt0607161
IRS990/TotalAssetsGrp/BOYAmt0652367
IRS990/TotalAssetsGrp/EOYAmt0607161
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0246832
IRS990/TotalFunctionalExpensesGrp/TotalAmt0246832
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0288610
IRS990/TotalLiabilitiesEOYAmt0226593
IRS990/TotalLiabilitiesGrp/BOYAmt0288610
IRS990/TotalLiabilitiesGrp/EOYAmt0226593
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0363757
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0380568
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0246832
IRS990/TotalProgramServiceRevenueAmt0182927
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0191102
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0191102
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0652367
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0607161
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02421 BIG RUN ROAD
IRS990/USAddress/CityNm0LUCASVILLE
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd045648
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
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ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RUSSELL MONTGOMERY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum06063240415
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IRON WORKERS LOCAL NO 769
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0APPRENTICESHIP AND TRAINING TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0IRON
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ReturnHeader/Filer/PhoneNum06069299656
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 289
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$607,161
Liabilities
$226,593
Net assets
$380,568
Revenue
$191,102
Expenses
$246,832
Net income
-$55,730
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.23$0.35$0.40$0.40$0.00
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.23$0.38$0.33$0.32$0.00
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.23$0.40$0.29$0.25$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.61$0.23$0.38$0.19$0.25$0.06
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.29$0.36$0.31$0.34$0.03
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.22$0.39$0.23$0.32$0.09
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.70$0.22$0.48$0.28$0.30$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.72$0.22$0.50$0.20$0.31$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.86$0.21$0.65$0.32$0.29$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.86$0.22$0.64$0.26$0.27$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.22$0.67$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.22$0.79$0.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.27$0.86$0.33