Civic Intelligence

The Tri-State Labor Education and Development Trust Fund

990 • Fiscal year 2013 • EIN 61-6204343

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 18, 2014

Organization ProfileN/A

View Organization Page

P O Box 102741105

(606) 324-9880

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2013

Net Margin

41st percentile

1.0%

Higher net margin than 41% of similar nonprofits.

2013 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2013 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2013

Asset Growth

58th percentile

5.4%

Faster asset growth than 58% of similar nonprofits.

2013 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$2,259,404

Up $115,074 (+5.4%) from 2012

Net Assets

Up

$2,259,404

Up $115,074 (+5.4%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin41st percentile

Revenue

$596,998

No earlier filing loaded for comparison.

Expenses

Up

$590,934

Up $53,075 (+9.9%) from 2012

Net Income

$6,064

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,910,390Liabilities 2010: $0Net Assets 2010: $1,910,3902010Assets 2011: $2,013,298Liabilities 2011: $0Net Assets 2011: $2,013,2982011Assets 2012: $2,144,330Liabilities 2012: $0Net Assets 2012: $2,144,3302012Assets 2013: $2,259,404Liabilities 2013: $0Net Assets 2013: $2,259,4042013Assets 2014: $2,328,981Liabilities 2014: $0Net Assets 2014: $2,328,9812014Assets 2015: $2,237,153Liabilities 2015: $0Net Assets 2015: $2,237,1532015Assets 2016: $2,049,913Liabilities 2016: $0Net Assets 2016: $2,049,9132016Assets 2017: $2,070,298Liabilities 2017: $0Net Assets 2017: $2,070,2982017Assets 2018: $1,823,060Liabilities 2018: $0Net Assets 2018: $1,823,0602018Assets 2019: $1,890,847Liabilities 2019: $0Net Assets 2019: $1,890,8472019Assets 2020: $1,800,594Liabilities 2020: $0Net Assets 2020: $1,800,5942020Assets 2021: $1,725,248Liabilities 2021: $0Net Assets 2021: $1,725,2482021Assets 2022: $1,671,677Liabilities 2022: $0Net Assets 2022: $1,671,6772022Assets 2023: $1,655,555Liabilities 2023: $0Net Assets 2023: $1,655,5552023Assets 2024: $1,564,264Liabilities 2024: $0Net Assets 2024: $1,564,2642024

Highlighted filing

2013

Assets$2,259,404
Liabilities$0
Net Assets$2,259,404
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2010: $636,6752010Expenses 2011: $544,1712011Expenses 2012: $537,8592012Revenue 2013: $596,998Expenses 2013: $590,934Net Income 2013: $6,0642013Revenue 2014: $750,769Expenses 2014: $688,446Net Income 2014: $62,3232014Revenue 2015: $647,334Expenses 2015: $615,908Net Income 2015: $31,4262015Revenue 2016: $541,994Expenses 2016: $752,814Net Income 2016: -$210,8202016Revenue 2017: $477,725Expenses 2017: $565,456Net Income 2017: -$87,7312017Revenue 2018: $550,391Expenses 2018: $640,693Net Income 2018: -$90,3022018Revenue 2019: $796,495Expenses 2019: $645,887Net Income 2019: $150,6082019Revenue 2020: $458,860Expenses 2020: $549,113Net Income 2020: -$90,2532020Revenue 2021: $467,835Expenses 2021: $558,291Net Income 2021: -$90,4562021Revenue 2022: $591,884Expenses 2022: $618,133Net Income 2022: -$26,2492022Revenue 2023: $543,683Expenses 2023: $570,257Net Income 2023: -$26,5742023Revenue 2024: $485,021Expenses 2024: $576,312Net Income 2024: -$91,2912024

Highlighted filing

2013

Revenue$596,998
Expenses$590,934
Net Income$6,064
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 18, 2014
Return Version
2013v3.0
Gross Receipts
$597,469
Mission and Program Overview

Mission

Training, safety and drug awareness

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,144,330$2,259,404▲ $115,074
Investments Other Securities$779,152$904,609▲ $125,457
Savings and Temporary Cash Investments$898,337$790,039▼ $108,298
Cash and Non-Interest-Bearing Accounts$385,760$471,468▲ $85,708
Investments in Publicly Traded Securities$77,209$92,493▲ $15,284
Land, Buildings, and Equipment, Net$3,872$795▼ $3,077
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,144,330$2,259,404▲ $115,074
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,144,330$2,259,404▲ $115,074
Total Liabilities and Net Assets / Fund Balance$2,144,330$2,259,404▲ $115,074

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$795$67,967$68,762
Other Securities$304,995--
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Bob ElliottTrustee
Chad JohnsonTrustee
Don BradleyTrustee
Jamie RuckerTrustee
Jason TolliverTrustee
Kevin LibbyTrustee
Mike GullettTrustee
Ralph ColeTrustee
Randy FergusonTrustee
Shane WolfeTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$554,721
Investment Income
$42,277
Other Revenue
$0
Change in Net Assets
$6,064
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$211,100
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$379,834--$379,834
Office Expenses$14,780--$14,780
Other Expenses$12,493--$12,493
Fees for Service Investment Mgmnt Fees$8,117--$8,117
Occupancy$8,116--$8,116
Insurance$8,016--$8,016
Fees for Services Accounting$6,960--$6,960
Depreciation Depletion$3,524--$3,524
Fees for Services Legal$1,500--$1,500
Total Functional Expenses$590,934$0$0$590,934
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
Audit committee
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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 11

“A Trustee reviews the Form 990 prior to filing.”

Form 990, Part VI, Section C, line 19

“It is not the policy of the Fund to make any items public. Upon request, such items will be provided to the participants of the Fund, contributing employers and governmental agencies.”

Filing and Contact Details

Filer

EIN
61-6204343
Phone
6063249880

Signing Officer

Name
Mike Gullett
Title
Trustee
Phone
6063249880
Signed
2014-07-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ralph Cole
Formed
1992
Legal Domicile
Ky
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
0

Preparer

Preparer
Wallace B Harris CPA
Phone
3046975720
Raw XML Appendix345 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/ExplanationTxt0A Trustee reviews the Form 990 prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1It is not the policy of the Fund to make any items public. Upon request, such items will be provided to the participants of the Fund, contributing employers and governmental agencies.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
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IRS990/TotalProgramServiceRevenueAmt0554721
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt042748
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0554250
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0596998
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02144330
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02259404
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10P O Box 1027
IRS990/USAddress/City0Ashland
IRS990/USAddress/State0KY
IRS990/USAddress/ZIPCode041105
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Mike Gullett
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06063249880
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-18
ReturnHeader/Filer/BusinessName/BusinessNameLine10The Tri-State Labor Education and
ReturnHeader/Filer/BusinessName/BusinessNameLine20Development Trust Fund
ReturnHeader/Filer/BusinessNameControlTxt0TRI-
ReturnHeader/Filer/EIN0616204343
ReturnHeader/Filer/PhoneNum06063249880
ReturnHeader/Filer/USAddress/AddressLine10P O Box 1027
ReturnHeader/Filer/USAddress/City0Ashland
ReturnHeader/Filer/USAddress/State0KY
ReturnHeader/Filer/USAddress/ZIPCode041105
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0550756523
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Harris Hardin & Company AC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10404 Ninth Street - Suite 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Huntington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode025701
ReturnHeader/PreparerPersonGrp/PhoneNum03046975720
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Wallace B Harris CPA
ReturnHeader/ReturnTs02014-07-18T13:11:24-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,259,404
Liabilities
$0
Net assets
$2,259,404
Revenue
$596,998
Expenses
$590,934
Net income
$6,064
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.49$0.58$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.00$1.66$0.54$0.57$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.00$1.67$0.59$0.62$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.73$0.00$1.73$0.47$0.56$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$0.00$1.80$0.46$0.55$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$0.00$1.89$0.80$0.65$0.15
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.82$0.00$1.82$0.55$0.64$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.00$2.07$0.48$0.57$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.05$0.00$2.05$0.54$0.75$0.21
2015Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.65$0.62$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.75$0.69$0.06
2013Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.60$0.59$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.14$0.00$2.14$0.54
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.01$0.00$2.01$0.54
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.91$0.00$1.91$0.64