Civic Intelligence

Joint Apprentice Education Fund Local Union No 760

990 • Fiscal year 2023 • EIN 63-0420266

Jun 01, 2022 to May 31, 2023 • Filed on Sep 22, 2023

Organization ProfileN/A
PO Box 3749Muscle Shoals, AL 35662

(256) 383-6237

Siviq Scores

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

Liabilities / Assets

50th percentile

0.01x

Higher debt load relative to assets than 50% of similar nonprofits.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

54th percentile

0.02x

Higher debt load relative to revenue than 54% of similar nonprofits.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2023

Net Margin

89th percentile

30%

Higher net margin than 89% of similar nonprofits.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2023 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2023

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

91st percentile

34%

Faster revenue growth than 91% of similar nonprofits.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$2,626,637

Up $261,111 (+11%) from 2022

Net Assets

Up

$2,603,970

Up $277,573 (+12%) from 2022

Liabilities

Down

$22,667

Down $16,462 (-42%) from 2022

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin89th percentile

Revenue

Up

$930,122

Up $235,064 (+34%) from 2022

Expenses

Up

$652,549

Up $20,377 (+3.2%) from 2022

Net Income

Up

$277,573

Up $214,687 (+341%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2023

Assets$2,626,637
Liabilities$22,667
Net Assets$2,603,970
Open 2023 Filing

Operations Trend

Revenue Growth91st 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

2023

Revenue$930,122
Expenses$652,549
Net Income$277,573
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Sep 22, 2023
Return Version
2022v5.0
Gross Receipts
$934,498
Mission and Program Overview

Mission

To provide education to pipefitters

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$701,356$1,001,747▲ $300,391
Investments in Publicly Traded Securities$955,348$886,279▼ $69,069
Land, Buildings, and Equipment, Net$632,025$643,188▲ $11,163
Accounts Receivable$62,981$57,037▼ $5,944
Investments Other Securities$10,030$34,804▲ $24,774
Prepaid Expenses and Deferred Charges$3,786$3,582▼ $204
Total Assets$2,365,526$2,626,637▲ $261,111
Liabilities
Accounts Payable and Accrued Expenses$35,270$18,032▼ $17,238
Other Liabilities$3,859$4,635▲ $776
Total Liabilities$39,129$22,667▼ $16,462
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,326,397$2,603,970▲ $277,573
Total Net Assets Fund Balance$2,326,397$2,603,970▲ $277,573
Total Liabilities and Net Assets / Fund Balance$2,365,526$2,626,637▲ $261,111

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$641,188$879,416$1,520,604
Land$2,000-$2,000
Compensation and Service Providers
Top Officer Pay21st 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
$922,209
Investment Income
$3,713
Other Revenue
$4,200
Change in Net Assets
$277,573

Audited Revenue Reconciliation

Revenue per Audited Statements
$930,122
Total Revenue per Audited Statements
$930,122
Total Revenue per Form 990
$930,122
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$386,869
Other Expenses$265,680
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$247,757--$247,757
Other Employee Benefits$115,600--$115,600
Depreciation Depletion$59,097--$59,097
Occupancy$47,241--$47,241
Office Expenses$27,708--$27,708
Payroll Taxes$23,512--$23,512
Insurance$16,815--$16,815
All Other Expenses$14,631--$14,631
Fees for Services Accounting$14,547--$14,547
Other Expenses$9,048--$9,048
Fees for Service Investment Mgmnt Fees$8,099--$8,099
Total Functional Expenses$652,549$0$0$652,549

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$652,549
Total Expenses per Audited Statements$652,549
Total Expenses per Form 990$652,549
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$4,635
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
PO BOX 3749, MUSCLE SHOALS, AL 35662

Signing Officer

Name
William Strickland
Title
Chairman
Phone
2563837900
Signed
2023-09-22
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
19

Preparer

Firm
Norvell & Scott 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 Appendix322 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt035270
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt018032
IRS990/AccountsReceivableGrp/BOYAmt062981
IRS990/AccountsReceivableGrp/EOYAmt057037
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE EDUCATION TO PIPEFITTERS
IRS990/AllOtherExpensesGrp/ProgramServicesAmt014631
IRS990/AllOtherExpensesGrp/TotalAmt014631
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0JULIE BURNS
IRS990/BooksInCareOfDetail/PhoneNum02563836237
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02803 EAST AVALON AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0MUSCLE SHOALS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd035661
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt03713
IRS990/CYOtherExpensesAmt0265680
IRS990/CYOtherRevenueAmt04200
IRS990/CYProgramServiceRevenueAmt0922209
IRS990/CYRevenuesLessExpensesAmt0277573
IRS990/CYSalariesCompEmpBnftPaidAmt0386869
IRS990/CYTotalExpensesAmt0652549
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0930122
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt059097
IRS990/DepreciationDepletionGrp/TotalAmt059097
IRS990/Desc0THE MAIN PURPOSES ARE THE EDUCATION AND TRAINING OF APPRENTICE PIPEFITTERS AND CONTINUING EDUCATION OF JOURNEYMAN PIPEFITTERS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt019
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/ExpenseAmt0644450
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt014547
IRS990/FeesForServicesAccountingGrp/TotalAmt014547
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt08099
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt08099
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0JOSEPH CHITTAM
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN EMBRY
IRS990/Form990PartVIISectionAGrp/PersonNm2GROVER JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm3TIM MARDIS
IRS990/Form990PartVIISectionAGrp/PersonNm4GREG EZELL
IRS990/Form990PartVIISectionAGrp/PersonNm5WILLIAM STRICKLAND
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIRMAN
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01919
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt013124
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt017500
IRS990/GrossReceiptsAmt0934498
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt06
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt016815
IRS990/InsuranceGrp/TotalAmt016815
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0-9411
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0-9411
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt010030
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt034804
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0955348
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0886279
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0879416
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0632025
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0643188
IRS990/LandBldgEquipCostOrOtherBssAmt01522604
IRS990/LegalDomicileStateCd0AL
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt04376
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE EDUCATION TO PIPEFITTERS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02326397
IRS990/NetAssetsOrFundBalancesEOYAmt02603970
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt013124
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt013124
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02326397
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02603970
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt047241
IRS990/OccupancyGrp/TotalAmt047241
IRS990/OfficeExpensesGrp/ProgramServicesAmt027708
IRS990/OfficeExpensesGrp/TotalAmt027708
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0115600
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0115600
IRS990/OtherExpensesGrp/Desc0WELD SHOP MATERIALS
IRS990/OtherExpensesGrp/Desc1APPRENTICE PROGRAM
IRS990/OtherExpensesGrp/Desc2TEXTBOOKS
IRS990/OtherExpensesGrp/Desc3VEHICLE EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt031481
IRS990/OtherExpensesGrp/ProgramServicesAmt124981
IRS990/OtherExpensesGrp/ProgramServicesAmt212032
IRS990/OtherExpensesGrp/ProgramServicesAmt39048
IRS990/OtherExpensesGrp/TotalAmt031481
IRS990/OtherExpensesGrp/TotalAmt124981
IRS990/OtherExpensesGrp/TotalAmt212032
IRS990/OtherExpensesGrp/TotalAmt39048
IRS990/OtherLiabilitiesGrp/BOYAmt03859
IRS990/OtherLiabilitiesGrp/EOYAmt04635
IRS990/OtherRevenueMiscGrp/Desc0RENTAL INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04200
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04200
IRS990/OtherRevenueTotalAmt04200
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0247757
IRS990/OtherSalariesAndWagesGrp/TotalAmt0247757
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt023512
IRS990/PayrollTaxesGrp/TotalAmt023512
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03786
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03582
IRS990/PrincipalOfficerNm0WILLIAM STRICKLAND
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0CONTRACTOR CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1TEXTBOOK INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0909004
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt113205
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0909004
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt113205
IRS990/ProgSrvcAccomActyOtherGrp/Desc0INVESTMENT FEES
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt08099
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0-44585
IRS990/PYOtherExpensesAmt0249415
IRS990/PYOtherRevenueAmt04200
IRS990/PYProgramServiceRevenueAmt0735443
IRS990/PYRevenuesLessExpensesAmt062886
IRS990/PYSalariesCompEmpBnftPaidAmt0382757
IRS990/PYTotalExpensesAmt0632172
IRS990/PYTotalRevenueAmt0695058
IRS990/ReconcilationRevenueExpnssAmt0277573
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0701356
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01001747
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0652549
IRS990ScheduleD/LandGrp/BookValueAmt02000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt02000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0641188
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0879416
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01520604
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04635
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAXES PAYABLE
IRS990ScheduleD/RevenueSubtotalAmt0930122
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0643188
IRS990ScheduleD/TotalExpensesPerForm990Amt0652549
IRS990ScheduleD/TotalLiabilityAmt04635
IRS990ScheduleD/TotalRevenuePerForm990Amt0930122
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0930122
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0652549
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INVESTMENT FEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEWED BY THE BOARD OF TRUSTEES AT THEIR MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS DISCLOSURE EXPLANATION- ANNUAL AUDIT IS REVIEWED BY THE GOVERNING BODY ANNUALLY AND IS AVAILABLE FOR MEMBER INSPECTION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02365526
IRS990/TotalAssetsEOYAmt02626637
IRS990/TotalAssetsGrp/BOYAmt02365526
IRS990/TotalAssetsGrp/EOYAmt02626637
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt019
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0652549
IRS990/TotalFunctionalExpensesGrp/TotalAmt0652549
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt039129
IRS990/TotalLiabilitiesEOYAmt022667
IRS990/TotalLiabilitiesGrp/BOYAmt039129
IRS990/TotalLiabilitiesGrp/EOYAmt022667
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02326397
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02603970
IRS990/TotalOtherProgSrvcExpenseAmt08099
IRS990/TotalProgramServiceExpensesAmt0652549
IRS990/TotalProgramServiceRevenueAmt0922209
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0930122
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0930122
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02365526
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02626637
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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM STRICKLAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02563837900
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-22
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/AddressLine1Txt0PO BOX 3749
ReturnHeader/Filer/USAddress/CityNm0MUSCLE SHOALS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035662
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0452574444
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NORVELL & SCOTT PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02009 DARBY DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FLORENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035630
ReturnHeader/PreparerPersonGrp/PhoneNum02567649591
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARTER C NORVELL
ReturnHeader/ReturnTs02023-10-10T16:08:06-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STRICKLAND
ReturnHeader/TaxPeriodBeginDt02022-06-01
ReturnHeader/TaxPeriodEndDt02023-05-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,626,637
Liabilities
$22,667
Net assets
$2,603,970
Revenue
$930,122
Expenses
$652,549
Net income
$277,573
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
2023Detailed filing. Detailed filing data is available for this year.$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
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