Civic Intelligence

Coastal Oper Eng Local No653 App & Tran Fund

990EZ • Fiscal year 2016 • EIN 63-0804416

Jan 01, 2016 to Dec 31, 2016 • Filed on Feb 13, 2017

801 St Francis StreetMobile, AL 36602

(251) 344-8220

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

9th percentile

-22%

Higher net margin than 9% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Top Officer Pay

92nd percentile

$66,440

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 48.1% of source-year revenue.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Asset Growth

18th percentile

-10%

Faster asset growth than 18% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

71st percentile

7.7%

Faster revenue growth than 71% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$263,987

Down $29,967 (-10%) from 2015

Net Assets

Down

$263,987

Down $29,967 (-10%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$138,094

Up $9,871 (+7.7%) from 2015

Expenses

Up

$168,061

Up $8,176 (+5.1%) from 2015

Net Income

Up

-$29,967

Up $1,695 (+5.4%) from 2015

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $542,247Liabilities 2011: $2,414Net Assets 2011: $539,8332011Assets 2012: $455,642Liabilities 2012: $1,535Net Assets 2012: $454,1072012Assets 2013: $380,384Liabilities 2013: $2,5982013Assets 2014: $325,616Net Assets 2014: $325,6162014Assets 2015: $293,954Net Assets 2015: $293,9542015Assets 2016: $263,987Net Assets 2016: $263,9872016Assets 2017: $287,853Net Assets 2017: $287,8532017Assets 2018: $414,067Liabilities 2018: $2,846Net Assets 2018: $411,2212018Assets 2019: $479,021Liabilities 2019: $3,460Net Assets 2019: $475,5612019Assets 2020: $397,116Liabilities 2020: $3,430Net Assets 2020: $393,6862020Assets 2021: $344,850Liabilities 2021: $2,581Net Assets 2021: $342,2692021Assets 2022: $396,930Liabilities 2022: $3,311Net Assets 2022: $393,6192022Assets 2023: $456,853Liabilities 2023: $2,816Net Assets 2023: $454,0372023Assets 2024: $464,587Liabilities 2024: $3,705Net Assets 2024: $460,8822024

Highlighted filing

2016

Assets$263,987
Liabilities-
Net Assets$263,987

Operations Trend

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

$400K$300K$200K$100K$0-$100KExpenses 2011: $244,8282011Revenue 2012: $97,582Expenses 2012: $183,312Net Income 2012: -$85,7302012Revenue 2013: $99,172Expenses 2013: $175,493Net Income 2013: -$76,3212013Revenue 2014: $104,585Expenses 2014: $159,353Net Income 2014: -$54,7682014Revenue 2015: $128,223Expenses 2015: $159,885Net Income 2015: -$31,6622015Revenue 2016: $138,094Expenses 2016: $168,061Net Income 2016: -$29,9672016Revenue 2017: $193,812Expenses 2017: $169,946Net Income 2017: $23,8662017Revenue 2018: $301,889Expenses 2018: $175,888Net Income 2018: $126,0012018Revenue 2019: $259,092Expenses 2019: $194,751Net Income 2019: $64,3412019Revenue 2020: $115,204Expenses 2020: $197,079Net Income 2020: -$81,8752020Revenue 2021: $155,742Expenses 2021: $207,159Net Income 2021: -$51,4172021Revenue 2022: $248,205Expenses 2022: $196,855Net Income 2022: $51,3502022Revenue 2023: $266,789Expenses 2023: $206,371Net Income 2023: $60,4182023Revenue 2024: $248,317Expenses 2024: $241,472Net Income 2024: $6,8452024

Highlighted filing

2016

Revenue$138,094
Expenses$168,061
Net Income-$29,967
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Feb 13, 2017
Return Version
2016v3.0
Gross Receipts
$138,094
Mission and Program Overview

Mission

Training for local 653 members.

Training for local #653 members

Program Services

DescriptionGrantsExpenses
TRAINING ON CERTAIN EQUIPMENT FOR MEMBERS OF LOCAL UNION 653--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACK WHITEApprentice CoordinatorFT$66,440-$66,440
ALLEN STEADHAMTrustee-$0--
LEE BAILEYTrustee-$0--
ALLEN STEADHAMTrustee-$0--
THOMAS DOBSONTrustee-$0--
PAUL REYNOLDSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
COASTAL OPER ENG LOCAL No653 APP & TRAN FUND
EIN
63-0804416
Phone
2513448220
Address
801 ST FRANCIS STREET, MOBILE, AL 36602

Signing Officer

Name
Allen Steadham
Title
Trustee
Phone
2513448220
Signed
2017-02-13
Discuss with paid preparer
Yes

Preparer

Firm
Kalifeh Bedsole Adams PC
Address
3224 Executive Park Cir, Mobile, AL 36606
Preparer
Timothy M Adams
Phone
2514760314
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

PAYROLL TAXES 5643.

Form 990EZ, Part I, Line 16

Administrative services 14900.

Form 990EZ, Part I, Line 16

INSURANCE EXPENSE 11048.

Form 990EZ, Part I, Line 16

MATERIALS 11872.

Form 990EZ, Part I, Line 16

OTHER EXPENSES 717.

Form 990EZ, Part I, Line 16

EQUIPMENT RENTAL 5251.

Form 990EZ, Part I, Line 16

OFFICE EXPENSE 4677.

Form 990EZ, Part I, Line 16

Depreciation 7123.

Form 990EZ, Part II, Line 24

EQUIPMENT 14682. 7559.

Form 990, Part IX, Line 24E

TESTING,REPAIRS,ETC

Raw XML Appendix137 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LAURI KING
IRS990EZ/BooksInCareOfDetail/PhoneNum02514384765
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0801 SAINT FRANCIS ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MOBILE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd036602
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0279272
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0256428
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0137797
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-29967
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03086
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0293954
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0263987
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0138094
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0297
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0293954
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0263987
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0293954
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0263987
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt54.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt366440
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALLEN STEADHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LEE BAILEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALLEN STEADHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JACK WHITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4THOMAS DOBSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PAUL REYNOLDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3APPRENTICE COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt014682
IRS990EZ/OtherAssetsTotalDetail/EOYAmt07559
IRS990EZ/OtherExpensesTotalAmt061231
IRS990EZ/PrimaryExemptPurposeTxt0TRAINING FOR LOCAL #653 MEMBERS
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TRAINING ON CERTAIN EQUIPMENT FOR MEMBERS OF LOCAL UNION 653
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0103744
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0168061
IRS990EZ/TotalRevenueAmt0138094
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PAYROLL TAXES 5643.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADMINISTRATIVE SERVICES 14900.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INSURANCE EXPENSE 11048.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MATERIALS 11872.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHER EXPENSES 717.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EQUIPMENT RENTAL 5251.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OFFICE EXPENSE 4677.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Depreciation 7123.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8EQUIPMENT 14682. 7559.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TESTING,REPAIRS,ETC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALLEN STEADHAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02513448220
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COASTAL OPER ENG LOCAL No653 APP & TRAN FUND
ReturnHeader/Filer/BusinessNameControlTxt0COAS
ReturnHeader/Filer/EIN0630804416
ReturnHeader/Filer/PhoneNum02513448220
ReturnHeader/Filer/USAddress/AddressLine1Txt0801 ST FRANCIS STREET
ReturnHeader/Filer/USAddress/CityNm0MOBILE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036602
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04128DAF30A8E0CBD503CEABEFA19556E532E05BC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04128DAF30A8E0CBD503CEABEFA19556E532E05BC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.248.125.49
ReturnHeader/FilingSecurityInformation/IPDt02017-02-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm011:42:57
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kalifeh Bedsole Adams PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03224 Executive Park Cir
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Mobile
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036606
ReturnHeader/PreparerPersonGrp/PhoneNum02514760314
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY M ADAMS
ReturnHeader/ReturnTs02017-02-14T11:43:04-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.65$0.04$4.61$2.48$2.41$0.07
2023Detailed filing. Detailed filing data is available for this year.$4.57$0.03$4.54$2.67$2.06$0.60
2022Detailed filing. Detailed filing data is available for this year.$3.97$0.03$3.94$2.48$1.97$0.51
2021Detailed filing. Detailed filing data is available for this year.$3.45$0.03$3.42$1.56$2.07$0.51
2020Detailed filing. Detailed filing data is available for this year.$3.97$0.03$3.94$1.15$1.97$0.82
2019Detailed filing. Detailed filing data is available for this year.$4.79$0.03$4.76$2.59$1.95$0.64
2018Detailed filing. Detailed filing data is available for this year.$4.14$0.03$4.11$3.02$1.76$1.26
2017Detailed filing. Detailed filing data is available for this year.$2.88$2.88$1.94$1.70$0.24
2016Detailed filing. Detailed filing data is available for this year.$2.64$2.64$1.38$1.68$0.30
2015Detailed filing. Detailed filing data is available for this year.$2.94$2.94$1.28$1.60$0.32
2014Detailed filing. Detailed filing data is available for this year.$3.26$3.26$1.05$1.59$0.55
2013Summary only. Only limited summary data is available for this year.$3.80$0.03$0.99$1.75$0.76
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.56$0.02$4.54$0.98$1.83$0.86
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.42$0.02$5.40$2.45