Civic Intelligence

Joint Apprentice Education Fund Local Union No 760

990 • Fiscal year 2022 • EIN 63-0420266

Jun 01, 2021 to May 31, 2022 • Filed on Nov 09, 2022

Organization ProfileN/A
P O Box 2678Muscle Shoals, AL 35662

(256) 383-6237

Siviq Scores

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

Liabilities / Assets

55th percentile

0.02x

Higher debt load relative to assets than 55% of similar nonprofits.

2022 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

66th percentile

0.06x

Higher debt load relative to revenue than 66% of similar nonprofits.

2022 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2022

Net Margin

58th percentile

9.0%

Higher net margin than 58% of similar nonprofits.

2022 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2022 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2022

Asset Growth

57th percentile

3.5%

Faster asset growth than 57% of similar nonprofits.

2022 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

4th percentile

-38%

Faster revenue growth than 4% of similar nonprofits.

2022 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$2,365,526

Up $80,075 (+3.5%) from 2021

Net Assets

Up

$2,326,397

Up $62,886 (+2.8%) from 2021

Liabilities

Up

$39,129

Up $17,189 (+78%) from 2021

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin58th percentile

Revenue

Down

$695,058

Down $419,239 (-38%) from 2021

Expenses

Up

$632,172

Up $95,649 (+18%) from 2021

Net Income

Down

$62,886

Down $514,888 (-89%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2013: $1,308,966Liabilities 2013: $21,177Net Assets 2013: $1,287,7892013Assets 2014: $1,231,826Liabilities 2014: $21,081Net Assets 2014: $1,210,7452014Assets 2015: $1,125,526Liabilities 2015: $11,368Net Assets 2015: $1,114,1582015Assets 2016: $1,215,066Liabilities 2016: $13,937Net Assets 2016: $1,201,1292016Assets 2017: $1,225,300Liabilities 2017: $17,669Net Assets 2017: $1,207,6312017Assets 2018: $1,348,805Liabilities 2018: $21,594Net Assets 2018: $1,327,2112018Assets 2019: $1,473,672Liabilities 2019: $24,308Net Assets 2019: $1,449,3642019Assets 2020: $1,702,805Liabilities 2020: $17,068Net Assets 2020: $1,685,7372020Assets 2021: $2,285,451Liabilities 2021: $21,940Net Assets 2021: $2,263,5112021Assets 2022: $2,365,526Liabilities 2022: $39,129Net Assets 2022: $2,326,3972022Assets 2023: $2,626,637Liabilities 2023: $22,667Net Assets 2023: $2,603,9702023Assets 2024: $3,044,009Liabilities 2024: $22,033Net Assets 2024: $3,021,9762024Assets 2025: $3,359,784Liabilities 2025: $40,135Net Assets 2025: $3,319,6492025

Highlighted filing

2022

Assets$2,365,526
Liabilities$39,129
Net Assets$2,326,397
Open 2022 Filing

Operations Trend

Revenue Growth4th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2013: $387,5672013Revenue 2014: $326,768Expenses 2014: $403,812Net Income 2014: -$77,0442014Revenue 2015: $458,755Expenses 2015: $555,342Net Income 2015: -$96,5872015Revenue 2016: $547,160Expenses 2016: $678,046Net Income 2016: -$130,8862016Revenue 2017: $628,238Expenses 2017: $631,259Net Income 2017: -$3,0212017Revenue 2018: $666,901Expenses 2018: $546,614Net Income 2018: $120,2872018Revenue 2019: $672,015Expenses 2019: $555,313Net Income 2019: $116,7022019Revenue 2020: $829,754Expenses 2020: $603,972Net Income 2020: $225,7822020Revenue 2021: $1,114,297Expenses 2021: $536,523Net Income 2021: $577,7742021Revenue 2022: $695,058Expenses 2022: $632,172Net Income 2022: $62,8862022Revenue 2023: $930,122Expenses 2023: $652,549Net Income 2023: $277,5732023Revenue 2024: $1,055,278Expenses 2024: $637,272Net Income 2024: $418,0062024Revenue 2025: $1,034,601Expenses 2025: $736,928Net Income 2025: $297,6732025

Highlighted filing

2022

Revenue$695,058
Expenses$632,172
Net Income$62,886
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Nov 9, 2022
Return Version
2021v4.0
Gross Receipts
$695,058
Mission and Program Overview

Mission

To provide education to pipefitters

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,021,001$955,348▼ $65,653
Savings and Temporary Cash Investments$542,662$701,356▲ $158,694
Land, Buildings, and Equipment, Net$634,718$632,025▼ $2,693
Accounts Receivable$66,359$62,981▼ $3,378
Investments Other Securities$10,721$10,030▼ $691
Cash and Non-Interest-Bearing Accounts$5,980--
Prepaid Expenses and Deferred Charges$4,010$3,786▼ $224
Total Assets$2,285,451$2,365,526▲ $80,075
Liabilities
Accounts Payable and Accrued Expenses$15,269$35,270▲ $20,001
Other Liabilities$6,671$3,859▼ $2,812
Total Liabilities$21,940$39,129▲ $17,189
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,263,511$2,326,397▲ $62,886
Total Net Assets Fund Balance$2,263,511$2,326,397▲ $62,886
Total Liabilities and Net Assets / Fund Balance$2,285,451$2,365,526▲ $80,075

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$630,025$842,201$1,472,226
Land$2,000-$2,000
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
William StricklandChairman
Greg EzellCo-chair
Grover JohnsonTrustee
John EmbryTrustee
Joseph ChittamTrustee
Tim MardisTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$735,443
Investment Income
$-44,585
Other Revenue
$4,200
Change in Net Assets
$62,886

Audited Revenue Reconciliation

Revenue per Audited Statements
$695,058
Total Revenue per Audited Statements
$695,058
Total Revenue per Form 990
$695,058
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$382,757
Other Expenses$249,415
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$262,590--$262,590
Other Employee Benefits$96,007--$96,007
Occupancy$73,130--$73,130
Depreciation Depletion$59,122--$59,122
Payroll Taxes$24,160--$24,160
Office Expenses$22,729--$22,729
Insurance$16,503--$16,503
Fees for Services Accounting$13,800--$13,800
All Other Expenses$12,881--$12,881
Fees for Service Investment Mgmnt Fees$9,147--$9,147
Other Expenses$4,868--$4,868
Total Functional Expenses$632,172$0$0$632,172

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$632,172
Total Expenses per Audited Statements$632,172
Total Expenses per Form 990$632,172
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
Payroll Taxes Payable$3,859
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
No
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

“Reviewed by the board of trustees at their meeting.”

Form 990, Page 6, Part VI, Line 19

“Governing documents disclosure explanation- annual audit is reviewed by the governing body annually and is available for member inspection.”

Filing and Contact Details

Filer

Filer Name
Joint Apprentice Education Fund
EIN
63-0420266
Phone
2563836237
Address
P O BOX 2678, MUSCLE SHOALS, AL 35662

Signing Officer

Name
William Strickland
Title
Chairman
Phone
2563830313
Signed
2022-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Strickland
Formed
1919
Legal Domicile
Al
Voting Board Members
6
Independent Board Members
6
Employees
21

Preparer

Firm
Norvell & Associates Pc
Address
2009 DARBY DRIVE, FLORENCE, AL 35630
Preparer
Carter C Norvell
Phone
2567649591
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“INVESTMENT FEES”

Raw XML Appendix318 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/TotLiabNetAssetsFundBalanceGrp/BOYAmt02285451
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02365526
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02803 E AVALON AVENUE
IRS990/USAddress/CityNm0MUSCLE SHOALS
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd035661
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM STRICKLAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02563830313
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOINT APPRENTICE EDUCATION FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LOCAL UNION NO 760
ReturnHeader/Filer/BusinessNameControlTxt0JOIN
ReturnHeader/Filer/EIN0630420266
ReturnHeader/Filer/PhoneNum02563836237
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 2678
ReturnHeader/Filer/USAddress/CityNm0MUSCLE SHOALS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035662
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0452574444
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NORVELL & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02009 DARBY DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FLORENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035630
ReturnHeader/PreparerPersonGrp/PhoneNum02567649591
ReturnHeader/PreparerPersonGrp/PreparationDt02022-12-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARTER C NORVELL
ReturnHeader/ReturnTs02022-12-13T10:24:31-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STRICKLAND
ReturnHeader/TaxPeriodBeginDt02021-06-01
ReturnHeader/TaxPeriodEndDt02022-05-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,365,526
Liabilities
$39,129
Net assets
$2,326,397
Revenue
$695,058
Expenses
$632,172
Net income
$62,886
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.36$0.04$3.32$1.03$0.74$0.30
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.04$0.02$3.02$1.06$0.64$0.42
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.63$0.02$2.60$0.93$0.65$0.28
2022Detailed filing. Detailed filing data is available for this year.$2.37$0.04$2.33$0.70$0.63$0.06
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.29$0.02$2.26$1.11$0.54$0.58
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.70$0.02$1.69$0.83$0.60$0.23
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.47$0.02$1.45$0.67$0.56$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.35$0.02$1.33$0.67$0.55$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.02$1.21$0.63$0.63$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.01$1.20$0.55$0.68$0.13
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.01$1.11$0.46$0.56$0.10
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.02$1.21$0.33$0.40$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.31$0.02$1.29$0.39