Montgomery Electrical Joint Apprenticeship & Training Trust Fund

990EZ • Fiscal year 2013 • EIN 63-1284558

Jul 01, 2012 to Jun 30, 2013 • Filed on May 14, 2014

Organization Profile N/A

PO Box 320436109-3204

Siviq Scores

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

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

-31%

Higher net margin than 12% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

No value available

This filing does not contain officer compensation rows.

Source year 2013

-10%

Faster asset growth than 29% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

-38%

Faster revenue growth than 12% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets55th percentile

Assets

Down

$191,810

Down $21,862 (-10%) from 2012

Net Assets

Down

$191,810

Down $21,862 (-10%) from 2012

Liabilities

Flat

Flat from 2012

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin12th percentile

Revenue

Down

$70,851

Down $43,084 (-38%) from 2012

Expenses

Down

$92,713

Down $36,706 (-28%) from 2012

Net Income

Down

-$21,862

Down $6,378 (-41%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

Highlighted filing

2013

Assets$191,810

Liabilities$0

Net Assets$191,810

Open 2013 Filing

Operations Trend

Revenue Growth12th percentile

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

Highlighted filing

2013

Revenue$70,851

Expenses$92,713

Net Income-$21,862

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2012 to Jun 30, 2013
Signed: May 14, 2014
Return Version: 2012v2.1

Mission and Program Overview

Mission

Provide educational & training programs for electrical apprentices and journeymen.

Filing and Contact Details

Filer

EIN: 63-1284558

Raw XML Appendix173 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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IRS990EZ/AmountOfTaxReimbursedByOrg	0	0
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IRS990EZ/CashSavingsAndInvestments/EOY	0	95928
IRS990EZ/DirectIndirectPoliticalExpend	0	0
IRS990EZ/DoesOrgHaveHospital	0	0
IRS990EZ/EngagedInExcessBenefitTrans	0	0
IRS990EZ/EngageInLobbyingActivities	0	0
IRS990EZ/EngagePoliticalCmpgnActivities	0	0
IRS990EZ/ExcessOrDeficitForYear	0	-21862
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IRS990EZ/InfoInScheduleOPartI	0	X
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IRS990EZ/InfoInScheduleOPartV	0	X
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IRS990EZ/MadeLoansToFromOfficers	0	0
IRS990EZ/MaintainAnyDonorAdvisedFunds	0	0
IRS990EZ/MethodOfAccountingOther	0	MODIFIED CASH
IRS990EZ/NetAssetsOrFundBalances/BOY	0	213672
IRS990EZ/NetAssetsOrFundBalancesBOY	0	213672
IRS990EZ/NetAssetsOrFundBalances/EOY	0	191810
IRS990EZ/NetAssetsOrFundBalancesEOY	0	191810
IRS990EZ/OccupancyRentUtilitiesAndMaint	0	5500
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	0	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	1	1.00
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	3	15.00
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	2	11604
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	3	10577
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	0	ANDREW VARVOUTIS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	1	ROBERT T MOSELEY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	2	JAMES B CARDWELL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	3	DEANDRE LEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	0	CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	1	SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	2	VOTING MBR/TRAINING DIRECT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	3	VOTING MEMBER/TRAINING INS
IRS990EZ/OperatingSchool	0	0
IRS990EZ/Organization501c3	0	X
IRS990EZ/OrganizationDissolvedEtc	0	0
IRS990EZ/OrganizationHadUBI	0	0
IRS990EZ/OtherAssetsTotal/BOY	0	132007
IRS990EZ/OtherAssetsTotal/EOY	0	95882
IRS990EZ/OtherChangesInNetAssets	0	0
IRS990EZ/OtherExpensesTotal	0	51632
IRS990EZ/PartVIAHghstPaidCntrctProfSer	0	NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl	0	NONE
IRS990EZ/PrimaryExemptPurpose	0	PROVIDE EDUCATIONAL & TRAINING PROGRAMS FOR ELECTRICAL APPRENTICES AND JOURNEYMEN.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	0	TRAINING COURSES FOR APPRENTICE ELECTRICIANS IN ORGANIZED LABOR LOCALS.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations	0	0
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses	0	84881
IRS990EZ/ProgramServiceRevenue	0	69193
IRS990EZ/ProhibitedTaxShelterTrans	0	0
IRS990EZ/RelatedOrgControlledEntity	0	0
IRS990EZ/SalariesOtherCompEmplBenefits	0	31735
IRS990EZ/ScheduleBNotRequired	0	X
IRS990EZ/SubjectToProxyTax	0	0
IRS990EZ/SumOfTotalLiabilities/BOY	0	0
IRS990EZ/SumOfTotalLiabilities/EOY	0	0
IRS990EZ/TanningServicesProvided	0	0
IRS990EZ/TaxImposedUnderIRC4911	0	0
IRS990EZ/TaxImposedUnderIRC4912	0	0
IRS990EZ/TaxImposedUnderIRC4955	0	0
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1	0	1469 JEAN STREET
IRS990EZ/TheBooksAreInCareOf/AddressUS/City	0	MONTGOMERY
IRS990EZ/TheBooksAreInCareOf/AddressUS/State	0	AL
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode	0	361073125
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine1	0	JAMES B CARDWELL
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber	0	3342728830
IRS990EZ/TotalAssets/BOY	0	213672
IRS990EZ/TotalAssets/EOY	0	191810
IRS990EZ/TotalExpenses	0	92713
IRS990EZ/TotalProgramServiceExpenses	0	84881
IRS990EZ/TotalRevenue	0	70851
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg	0	0
IRS990EZ/WebSite	0	N/A
IRS990ScheduleA/AmtsFromSubstContributors/Total	0	0
IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total	0	0
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear	0	1658
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year	0	1554
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years	0	2976
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years	0	4563
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years	0	5249
IRS990ScheduleA/GrossInvestmentIncome509/Total	0	16000
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear	0	69193
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year	0	112381
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years	0	113241
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus3Years	0	84164
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus4Years	0	45169
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total	0	424148
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear	0	1658
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year	0	1554
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years	0	2976
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years	0	4563
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years	0	5249
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total	0	16000
IRS990ScheduleA/InvestmentIncomePercentage	0	0.03640
IRS990ScheduleA/PriorYearSupportPercentage	0	0.93740
IRS990ScheduleA/PriorYrInvestIncomePercentage	0	0.06260
IRS990ScheduleA/PubliclySupportedOrg509a2	0	X
IRS990ScheduleA/PublicSupportPercentage509	0	0.96360
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IRS990ScheduleA/SupportFromDQPsEtc/Total	0	0
IRS990ScheduleA/ThirtyThreePercntTestsCY509	0	X
IRS990ScheduleA/Total509/CurrentTaxYear	0	69193
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year	0	112381
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years	0	113241
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years	0	84164
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years	0	45169
IRS990ScheduleA/Total509/Total	0	424148
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IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year	0	113935
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years	0	116217
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years	0	88727
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years	0	50418
IRS990ScheduleA/TotalSupportTotal/Total	0	440148
IRS990ScheduleO/GeneralExplanation/Explanation	0	INTEREST INCOME 1,658..
IRS990ScheduleO/GeneralExplanation/Explanation	1	DESCRIPTION: OFFICE EXPENSE. AMOUNT: 133. DESCRIPTION: DEPRECIATION EXPENSE. AMOUNT: 3,483. DESCRIPTION: INSURANCE. AMOUNT: 370. DESCRIPTION: TRAINING EXPENSE. AMOUNT: 44,291. DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 460. DESCRIPTION: COMMITTEE MEETING EXPENSE. AMOUNT: 2,895. TOTAL TO FORM 990-EZ, LINE 16: 51,632.
IRS990ScheduleO/GeneralExplanation/Explanation	2	DESCRIPTION: DUE FROM IBEW LOCAL 443. BEG. OF YEAR AMOUNT: 2,645. END OF YEAR AMOUNT: 0. DESCRIPTION: INVESTMENTS. BEG. OF YEAR AMOUNT: 79,997. END OF YEAR AMOUNT: 50,000. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 49,365. END OF YEAR AMOUNT: 45,882.
IRS990ScheduleO/GeneralExplanation/Identifier	0	OTHER INVESTMENT INCOME
IRS990ScheduleO/GeneralExplanation/Identifier	1	OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier	2	OTHER ASSETS
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IRS990ScheduleO/GeneralExplanation/ReturnReference	1	FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference	2	FORM 990-EZ, PART II, LINE 24
TransferPrsnlBnftContractsDecl/Declaration	0	THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/Filer/EIN	0	631284558
ReturnHeader/Filer/Name/BusinessNameLine1	0	MONTGOMERY ELECTRICAL JOINT
ReturnHeader/Filer/Name/BusinessNameLine2	0	APPRENTICESHIP & TRAINING TRUST FUND
ReturnHeader/Filer/NameControl	0	MONT
ReturnHeader/Filer/Phone	0	3342728830
ReturnHeader/Filer/USAddress/AddressLine1	0	PO BOX 3204
ReturnHeader/Filer/USAddress/City	0	MONTGOMERY
ReturnHeader/Filer/USAddress/State	0	AL
ReturnHeader/Filer/USAddress/ZIPCode	0	361093204
ReturnHeader/Officer/AuthorizeThirdParty	0	1
ReturnHeader/Officer/DateSigned	0	2014-05-14
ReturnHeader/Officer/Name	0	JAMES B CARDWELL
ReturnHeader/Officer/Phone	0	3342728830
ReturnHeader/Officer/Title	0	TRAINING DIRECTOR
ReturnHeader/Preparer/DatePrepared	0	2014-05-14
ReturnHeader/PreparerFirm/EIN	0	453250593
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	NORRIS & COMPANY LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	8124 OLD FEDERAL RD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	MONTGOMERY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	AL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	361178007
ReturnHeader/Preparer/Name	0	DAVID NORRIS
ReturnHeader/Preparer/Phone	0	3343565239
ReturnHeader/Preparer/SelfEmployed	0	X
ReturnHeader/ReturnType	0	990EZ
ReturnHeader/TaxPeriodBeginDate	0	2012-07-01
ReturnHeader/TaxPeriodEndDate	0	2013-06-30
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2014-05-14T16:13:57-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing

Assets: $191,810
Liabilities: $0
Net assets: $191,810
Revenue: $70,851
Expenses: $92,713
Net income: -$21,862

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$2.21	$0.00	$2.21	$1.80	$1.59	$0.21
2023Detailed filing. Detailed filing data is available for this year.	$2.00	$0.00	$2.00	$1.80	$1.56	$0.24
2022Detailed filing. Detailed filing data is available for this year.	$1.76	$0.00	$1.76	$0.85	$1.22	$0.37
2021Detailed filing. Detailed filing data is available for this year.	$2.13	$0.00	$2.13	$1.11	$1.10	$0.01
2020Detailed filing. Detailed filing data is available for this year.	$2.12	$0.00	$2.12	$0.64	$1.02	$0.38
2019Detailed filing. Detailed filing data is available for this year.	$2.50	$0.00	$2.50	$0.76	$0.91	$0.15
2018Detailed filing. Detailed filing data is available for this year.	$2.64	$0.00	$2.64	$1.86	$1.52	$0.34
2017Detailed filing. Detailed filing data is available for this year.	$2.30	$0.00	$2.30	$1.23	$1.29	$0.06
2016Detailed filing. Detailed filing data is available for this year.	$2.37	$0.00	$2.37	$1.51	$0.88	$0.63
2015Detailed filing. Detailed filing data is available for this year.	$1.74	$0.00	$1.74	$0.86	$0.85	$0.01
2014Detailed filing. Detailed filing data is available for this year.	$1.73	$0.00	$1.73	$0.67	$0.86	$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$1.92	$0.00	$1.92	$0.71	$0.93	$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$2.14	$0.00	$2.14	$1.14	$1.29	$0.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$2.29	$0.00	$2.29	$1.27	$1.18	$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.	$2.20	$0.00	$2.20	$0.93	$0.67	$0.26