Civic Intelligence

Joint Apprentice Education Fund Local Union No 760

990 • Fiscal year 2021 • EIN 63-0420266

Jun 01, 2020 to May 31, 2021 • Filed on Feb 07, 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

49th percentile

0.01x

Higher debt load relative to assets than 49% of similar nonprofits.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

49th percentile

0.02x

Higher debt load relative to revenue than 49% of similar nonprofits.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2021

Net Margin

95th percentile

52%

Higher net margin than 95% of similar nonprofits.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2021 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2021

Asset Growth

91st percentile

34%

Faster asset growth than 91% of similar nonprofits.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

89th percentile

34%

Faster revenue growth than 89% of similar nonprofits.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$2,285,451

Up $582,646 (+34%) from 2020

Net Assets

Up

$2,263,511

Up $577,774 (+34%) from 2020

Liabilities

Up

$21,940

Up $4,872 (+29%) from 2020

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin95th percentile

Revenue

Up

$1,114,297

Up $284,543 (+34%) from 2020

Expenses

Down

$536,523

Down $67,449 (-11%) from 2020

Net Income

Up

$577,774

Up $351,992 (+156%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth91st 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

2021

Assets$2,285,451
Liabilities$21,940
Net Assets$2,263,511
Open 2021 Filing

Operations Trend

Revenue Growth89th 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

2021

Revenue$1,114,297
Expenses$536,523
Net Income$577,774
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Feb 7, 2022
Return Version
2020v4.0
Gross Receipts
$1,114,297
Mission and Program Overview

Mission

To provide education to pipefitters

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$366,479$1,021,001▲ $654,522
Land, Buildings, and Equipment, Net$619,409$634,718▲ $15,309
Savings and Temporary Cash Investments$638,558$542,662▼ $95,896
Accounts Receivable$56,256$66,359▲ $10,103
Investments Other Securities$10,841$10,721▼ $120
Cash and Non-Interest-Bearing Accounts$7,274$5,980▼ $1,294
Prepaid Expenses and Deferred Charges$3,988$4,010▲ $22
Total Assets$1,702,805$2,285,451▲ $582,646
Liabilities
Accounts Payable and Accrued Expenses$15,244$15,269▲ $25
Other Liabilities$1,824$6,671▲ $4,847
Total Liabilities$17,068$21,940▲ $4,872
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,685,737$2,263,511▲ $577,774
Total Net Assets Fund Balance$1,685,737$2,263,511▲ $577,774
Total Liabilities and Net Assets / Fund Balance$1,702,805$2,285,451▲ $582,646

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$632,718$783,079$1,415,797
Land$2,000-$2,000
Compensation and Service Providers
Top Officer Pay19th 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
$7,000
Program Service Revenue
$983,448
Investment Income
$119,649
Other Revenue
$4,200
Change in Net Assets
$577,774

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,114,297
Total Revenue per Audited Statements
$1,114,297
Total Revenue per Form 990
$1,114,297
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$318,294
Other Expenses$218,229
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$194,077--$194,077
Other Employee Benefits$104,990--$104,990
Depreciation Depletion$58,919--$58,919
Occupancy$54,911--$54,911
Payroll Taxes$19,227--$19,227
Insurance$16,238--$16,238
Fees for Services Accounting$13,954--$13,954
Office Expenses$12,464--$12,464
All Other Expenses$7,540--$7,540
Fees for Service Investment Mgmnt Fees$5,083--$5,083
Other Expenses$4,762--$4,762
Total Functional Expenses$536,523$0$0$536,523

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$536,523
Total Expenses per Audited Statements$536,523
Total Expenses per Form 990$536,523
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$6,671
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
2022-02-07
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 Appendix334 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/TotalAssetsEOYAmt02285451
IRS990/TotalAssetsGrp/BOYAmt01702805
IRS990/TotalAssetsGrp/EOYAmt02285451
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt07000
IRS990/TotalEmployeeCnt021
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0536523
IRS990/TotalFunctionalExpensesGrp/TotalAmt0536523
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt017068
IRS990/TotalLiabilitiesEOYAmt021940
IRS990/TotalLiabilitiesGrp/BOYAmt017068
IRS990/TotalLiabilitiesGrp/EOYAmt021940
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01685737
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02263511
IRS990/TotalOtherProgSrvcExpenseAmt05083
IRS990/TotalProgramServiceExpensesAmt0536523
IRS990/TotalProgramServiceRevenueAmt0983448
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01107297
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01114297
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01702805
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02285451
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/SignatureDt02022-02-07
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/PreparationDt02022-03-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARTER C NORVELL
ReturnHeader/ReturnTs02022-03-18T13:33:41-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STRICKLAND
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,285,451
Liabilities
$21,940
Net assets
$2,263,511
Revenue
$1,114,297
Expenses
$536,523
Net income
$577,774
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
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.37$0.04$2.33$0.70$0.63$0.06
2021Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)5 • $1M-$5M nonprofits