Civic Intelligence

Iatse Local 16 Training Trust Fund

990 • Fiscal year 2017 • EIN 61-6335362

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 19, 2018

Organization ProfileN/A
240 2nd Street 1st FloorSan Francisco, CA 94105

(415) 441-6400

Siviq Scores

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

Liabilities / Assets

58th percentile

0.03x

Higher debt load relative to assets than 58% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

65th percentile

0.06x

Higher debt load relative to revenue than 65% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Net Margin

61st percentile

5.9%

Higher net margin than 61% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

53rd percentile

$1

Higher top officer pay than 53% of similar nonprofits.

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

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Asset Growth

43rd percentile

2.7%

Faster asset growth than 43% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

27th percentile

-4.6%

Faster revenue growth than 27% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$1,134,628

Up $30,071 (+2.7%) from 2016

Net Assets

Up

$1,105,747

Up $28,359 (+2.6%) from 2016

Liabilities

Up

$28,881

Up $1,712 (+6.3%) from 2016

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin61st percentile

Revenue

Down

$481,664

Down $23,462 (-4.6%) from 2016

Expenses

Up

$453,305

Up $101,170 (+29%) from 2016

Net Income

Down

$28,359

Down $124,632 (-81%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$1.5M$1.0M$500K$0Assets 2011: $418,962Liabilities 2011: $22,759Net Assets 2011: $396,2032011Assets 2012: $507,110Liabilities 2012: $26,646Net Assets 2012: $480,4642012Assets 2013: $651,177Liabilities 2013: $19,403Net Assets 2013: $631,7742013Assets 2014: $806,302Liabilities 2014: $33,497Net Assets 2014: $772,8052014Assets 2015: $960,054Liabilities 2015: $35,657Net Assets 2015: $924,3972015Assets 2016: $1,104,557Liabilities 2016: $27,169Net Assets 2016: $1,077,3882016Assets 2017: $1,134,628Liabilities 2017: $28,881Net Assets 2017: $1,105,7472017Assets 2018: $1,247,983Liabilities 2018: $9,367Net Assets 2018: $1,238,6162018Assets 2019: $1,412,873Liabilities 2019: $18,508Net Assets 2019: $1,394,3652019Assets 2020: $1,255,108Liabilities 2020: $2,184Net Assets 2020: $1,252,9242020Assets 2021: $1,133,511Liabilities 2021: $5,381Net Assets 2021: $1,128,1302021Assets 2022: $1,286,404Liabilities 2022: $3,542Net Assets 2022: $1,282,8622022Assets 2023: $1,410,131Liabilities 2023: $19,778Net Assets 2023: $1,390,3532023Assets 2024: $1,396,373Liabilities 2024: $4,096Net Assets 2024: $1,392,2772024

Highlighted filing

2017

Assets$1,134,628
Liabilities$28,881
Net Assets$1,105,747
Open 2017 Filing

Operations Trend

Revenue Growth27th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $253,981Expenses 2011: $181,546Net Income 2011: $72,4352011Revenue 2012: $267,694Expenses 2012: $183,433Net Income 2012: $84,2612012Revenue 2013: $307,873Expenses 2013: $156,563Net Income 2013: $151,3102013Revenue 2014: $383,546Expenses 2014: $242,515Net Income 2014: $141,0312014Revenue 2015: $504,199Expenses 2015: $352,607Net Income 2015: $151,5922015Revenue 2016: $505,126Expenses 2016: $352,135Net Income 2016: $152,9912016Revenue 2017: $481,664Expenses 2017: $453,305Net Income 2017: $28,3592017Revenue 2018: $480,892Expenses 2018: $348,023Net Income 2018: $132,8692018Revenue 2019: $546,624Expenses 2019: $390,875Net Income 2019: $155,7492019Revenue 2020: $207,910Expenses 2020: $349,351Net Income 2020: -$141,4412020Revenue 2021: $201,119Expenses 2021: $325,913Net Income 2021: -$124,7942021Revenue 2022: $495,797Expenses 2022: $341,065Net Income 2022: $154,7322022Revenue 2023: $490,845Expenses 2023: $383,354Net Income 2023: $107,4912023Revenue 2024: $489,749Expenses 2024: $487,825Net Income 2024: $1,9242024

Highlighted filing

2017

Revenue$481,664
Expenses$453,305
Net Income$28,359
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 19, 2018
Return Version
2017v2.2
Gross Receipts
$481,664
Mission and Program Overview

Mission

To provide education & training to those working under local 16 collective bargaining agreements.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,077,388$1,105,747▲ $28,359
Savings and Temporary Cash Investments$679,350$680,263▲ $913
Cash and Non-Interest-Bearing Accounts$309,725$331,231▲ $21,506
Accounts Receivable$32,517$45,432▲ $12,915
Land, Buildings, and Equipment, Net$50,962$40,014▼ $10,948
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,104,557$1,134,628▲ $30,071
Other Assets Total$32,003$37,688▲ $5,685
Liabilities
Other Liabilities$22,416$17,163▼ $5,253
Accounts Payable and Accrued Expenses$4,753$11,718▲ $6,965
Total Liabilities$27,169$28,881▲ $1,712
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,077,388$1,105,747▲ $28,359
Total Liabilities and Net Assets / Fund Balance$1,104,557$1,134,628▲ $30,071

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$40,014$93,878$133,892
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleOtherTotal
See Schedule O for CompensationPaid by Related Organizations$1$1

Board Members and Trustees

NameTitle
Bob SauterTrustee
Debra BernardTrustee
James BeaumonteTrustee
Steve LutgeTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$479,062
Investment Income
$913
Other Revenue
$1,689
Change in Net Assets
$28,359

Audited Revenue Reconciliation

Revenue per Audited Statements
$481,664
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$481,664
Total Revenue per Form 990
$481,664
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$453,305
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
Fees for Services Other---$235,336
Fees for Services Management---$126,806
Occupancy---$33,463
Depreciation Depletion---$24,840
Fees for Services Accounting---$14,834
Insurance---$11,353
Fees for Services Legal---$5,632
Other Expenses---$794
Conferences and Meetings---$247
Total Functional Expenses$0$0$0$453,305

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$453,305
Total Expenses per Audited Statements$453,305
Total Expenses per Form 990$453,305
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Organization$17,163
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
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 A, Line 8B

“There is no committee with the authority to act on behalf of the governing body.”

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

“The form was reviewed by the governing body prior to filing.”

Form 990, Part VI, Section C, Line 19

“The trust will make its governing documents and financial statements available to participants upon request.”

Form 990, Part VII, Line 2C

“The board of trustees maintains oversight over the audit and the selection of the independent accountants on an annual basis. This process has not changed.”

Part VII, Section A, Line 1A

“Trustees are not compensated by the trust. Compensation paid to the trustees employed by other related organizations are reported on the form 990 filed with the internal revenue service by the related tax-exempt organization. If you would like additional information, please contact iatse local 16.”

Filing and Contact Details

Filer

Filer Name
Iatse Local 16 Training Trust Fund
EIN
61-6335362
Phone
4154416400
Address
240 2ND STREET 1ST FLOOR, SAN FRANCISCO, CA 94105

Signing Officer

Name
Steve Lutge
Title
Trustee
Phone
4154416400
Signed
2018-10-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Lutge
Formed
2007
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Lindquist Llp
Address
5000 EXECUTIVE PARKWAY SUITE 400, SAN RAMON, CA 94583
Preparer
Jasmine S Baker
Phone
9252779100
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Education expenses 235,336.”

Financial Statement Notes

PART X, LINE 2:

“The trustees have analyzed the tax positions taken by the trust and have concluded that, as of december 31, 2017, there are no uncertain positions taken, or expected to be taken, that would require recognition of a liability or disclosure in the financial statements. The trust is subject to routine audits by the taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The trustees believe the trust is no longer subject to income tax examinations for the fiscal years prior to 2014.”

Raw XML Appendix348 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEES HAVE ANALYZED THE TAX POSITIONS TAKEN BY THE TRUST AND HAVE CONCLUDED THAT, AS OF DECEMBER 31, 2017, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE TRUSTEES BELIEVE THE TRUST IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2014.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE IS NO COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM WAS REVIEWED BY THE GOVERNING BODY PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUST WILL MAKE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EDUCATION EXPENSES 235,336.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF TRUSTEES MAINTAINS OVERSIGHT OVER THE AUDIT AND THE SELECTION OF THE INDEPENDENT ACCOUNTANTS ON AN ANNUAL BASIS. THIS PROCESS HAS NOT CHANGED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO THE TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS ARE REPORTED ON THE FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT IATSE LOCAL 16.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII, LINE 2C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART VII, SECTION A, LINE 1A
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IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE R. IDENTIFICATION OF RELATED ORGANIZATIONS:
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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,134,628
Liabilities
$28,881
Net assets
$1,105,747
Revenue
$481,664
Expenses
$453,305
Net income
$28,359
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.39$0.49$0.49$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.41$0.02$1.39$0.49$0.38$0.11
2022Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.28$0.50$0.34$0.15
2021Detailed filing. Detailed filing data is available for this year.$1.13$0.01$1.13$0.20$0.33$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.25$0.21$0.35$0.14
2019Detailed filing. Detailed filing data is available for this year.$1.41$0.02$1.39$0.55$0.39$0.16
2018Detailed filing. Detailed filing data is available for this year.$1.25$0.01$1.24$0.48$0.35$0.13
2017Detailed filing. Detailed filing data is available for this year.$1.13$0.03$1.11$0.48$0.45$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.10$0.03$1.08$0.51$0.35$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.96$0.04$0.92$0.50$0.35$0.15
2014Detailed filing. Detailed filing data is available for this year.$0.81$0.03$0.77$0.38$0.24$0.14
2013Summary only. Only limited summary data is available for this year.$0.65$0.02$0.63$0.31$0.16$0.15
2012Summary only. Only limited summary data is available for this year.$0.51$0.03$0.48$0.27$0.18$0.08
2011Summary only. Only limited summary data is available for this year.$0.42$0.02$0.40$0.25$0.18$0.07