Civic Intelligence

Montgomery Electrical Joint Apprenticeship & Training Trust Fund

990 • Fiscal year 2023 • EIN 63-1284558

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 07, 2023

Organization ProfileN/A
PO Box 3204Montgomery, AL 36109-3204

(334) 272-8830

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

66th percentile

13%

Higher net margin than 66% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

82nd percentile

$10,422

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 5.8% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

67th percentile

14%

Faster asset growth than 67% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

91st percentile

112%

Faster revenue growth than 91% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$199,972

Up $23,839 (+14%) from 2022

Net Assets

Up

$199,972

Up $23,839 (+14%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin66th percentile

Revenue

Up

$179,866

Up $94,868 (+112%) from 2022

Expenses

Up

$156,027

Up $34,515 (+28%) from 2022

Net Income

Up

$23,839

Up $60,353 (+165%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$300K$200K$100K$0Assets 2010: $220,403Liabilities 2010: $0Net Assets 2010: $220,4032010Assets 2011: $229,156Liabilities 2011: $0Net Assets 2011: $229,1562011Assets 2012: $213,672Liabilities 2012: $0Net Assets 2012: $213,6722012Assets 2013: $191,810Liabilities 2013: $0Net Assets 2013: $191,8102013Assets 2014: $172,998Liabilities 2014: $0Net Assets 2014: $172,9982014Assets 2015: $174,178Liabilities 2015: $0Net Assets 2015: $174,1782015Assets 2016: $236,817Liabilities 2016: $0Net Assets 2016: $236,8172016Assets 2017: $230,436Liabilities 2017: $0Net Assets 2017: $230,4362017Assets 2018: $264,283Liabilities 2018: $0Net Assets 2018: $264,2832018Assets 2019: $249,597Liabilities 2019: $0Net Assets 2019: $249,5972019Assets 2020: $211,655Liabilities 2020: $0Net Assets 2020: $211,6552020Assets 2021: $212,647Liabilities 2021: $0Net Assets 2021: $212,6472021Assets 2022: $176,133Liabilities 2022: $0Net Assets 2022: $176,1332022Assets 2023: $199,972Liabilities 2023: $0Net Assets 2023: $199,9722023Assets 2024: $221,295Liabilities 2024: $0Net Assets 2024: $221,2952024

Highlighted filing

2023

Assets$199,972
Liabilities$0
Net Assets$199,972
Open 2023 Filing

Operations Trend

Revenue Growth91st percentile

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

$200K$100K$0-$100KRevenue 2010: $93,300Expenses 2010: $67,211Net Income 2010: $26,0892010Revenue 2011: $127,189Expenses 2011: $118,436Net Income 2011: $8,7532011Revenue 2012: $113,935Expenses 2012: $129,419Net Income 2012: -$15,4842012Revenue 2013: $70,851Expenses 2013: $92,713Net Income 2013: -$21,8622013Revenue 2014: $67,334Expenses 2014: $86,146Net Income 2014: -$18,8122014Revenue 2015: $85,976Expenses 2015: $84,796Net Income 2015: $1,1802015Revenue 2016: $150,758Expenses 2016: $88,119Net Income 2016: $62,6392016Revenue 2017: $122,913Expenses 2017: $129,294Net Income 2017: -$6,3812017Revenue 2018: $185,894Expenses 2018: $152,047Net Income 2018: $33,8472018Revenue 2019: $76,246Expenses 2019: $90,932Net Income 2019: -$14,6862019Revenue 2020: $64,308Expenses 2020: $102,250Net Income 2020: -$37,9422020Revenue 2021: $110,836Expenses 2021: $109,844Net Income 2021: $9922021Revenue 2022: $84,998Expenses 2022: $121,512Net Income 2022: -$36,5142022Revenue 2023: $179,866Expenses 2023: $156,027Net Income 2023: $23,8392023Revenue 2024: $179,875Expenses 2024: $158,552Net Income 2024: $21,3232024

Highlighted filing

2023

Revenue$179,866
Expenses$156,027
Net Income$23,839
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 7, 2023
Return Version
2022v5.0
Gross Receipts
$303,895
Mission and Program Overview

Mission

Provide educational & training programs for electrical apprentices and journeymen.

The purpose of the association is the support of educational and training programs for electrical apprentices and journeymen in the area covered by the collective bargaining agreeement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$116,519$104,885▼ $11,634
Cash and Non-Interest-Bearing Accounts$46,447$60,133▲ $13,686
Land, Buildings, and Equipment, Net$12,222$32,909▲ $20,687
Savings and Temporary Cash Investments$945$2,045▲ $1,100
Total Assets$176,133$199,972▲ $23,839
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$176,133$199,972▲ $23,839
Total Net Assets Fund Balance$176,133$199,972▲ $23,839
Total Liabilities and Net Assets / Fund Balance$176,133$199,972▲ $23,839

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$32,909$79,245$112,154
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
James B CardwellTraining DirectorPT$10,422$10,422

Board Members and Trustees

NameTitle
Andrew VarvoutisChairman
Justin WardCommittee Member
Tracorey HardamonCommittee Member
James DavisSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$72,132
Program Service Revenue
$118,593
Investment Income
$-10,859
Other Revenue
$0
Change in Net Assets
$23,839
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$145,512
Salaries, Compensation, and Employee Benefits$10,515
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$43,581--$43,581
Occupancy$24,000--$24,000
Current Officers, Directors, Trustees, and Key Employees$10,515--$10,515
Depreciation Depletion$6,771--$6,771
Conferences and Meetings$2,590--$2,590
Fees for Service Investment Mgmnt Fees-$367-$367
Insurance-$262-$262
Other Expenses$67,934$7-$7
Total Functional Expenses$155,391$636$0$156,027
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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, Part VI, Section B, Line 11B

“The organization's form 990 is reviewed by the training director/bus.mgr. Prior to filing. The executive board reviews the form 990 at its meeting subsequent to its filing.”

Form 990, Part VI, Section C, Line 19

“The organization makes all governing documents, written policies, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Montgomery Electrical Joint
EIN
63-1284558
Phone
3342728830
Address
PO BOX 3204, MONTGOMERY, AL 36109-3204

Signing Officer

Name
James B Cardwell
Title
Training Director
Phone
3342728830
Signed
2023-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James B Cardwell
Formed
2001
Legal Domicile
Al
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Parker Gill Eisen & Stevenson Pc
Address
4228 LOMAC STREET, MONTGOMERY, AL 36106
Preparer
W David Norris
Phone
3342708061
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Professional fees: program service expenses 6,518. Management and general expenses 0. Fundraising expenses 0. Total expenses 6,518. Contract instructor fees: program service expenses 37,063. Management and general expenses 0. Fundraising expenses 0. Total expenses 37,063.”

Part XII, Line 1 (accounting Method)

“The organization uses the cash bais of accounting with a modification to recognize capitalization and depreciation of property and equipment.”

Raw XML AppendixShowing 400 of 414 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/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt032909
IRS990ScheduleD/EquipmentGrp/DepreciationAmt079245
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0112154
IRS990ScheduleD/TotalBookValueLandBuildingsAmt032909
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S FORM 990 IS REVIEWED BY THE TRAINING DIRECTOR/BUS.MGR. PRIOR TO FILING. THE EXECUTIVE BOARD REVIEWS THE FORM 990 AT ITS MEETING SUBSEQUENT TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ALL GOVERNING DOCUMENTS, WRITTEN POLICIES, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 6,518. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,518. CONTRACT INSTRUCTOR FEES: PROGRAM SERVICE EXPENSES 37,063. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 37,063.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION USES THE CASH BAIS OF ACCOUNTING WITH A MODIFICATION TO RECOGNIZE CAPITALIZATION AND DEPRECIATION OF PROPERTY AND EQUIPMENT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 1 (ACCOUNTING METHOD)
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS - LOCAL 443
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS - LOCAL 443
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1MONTGOMERY ELECTRICIANS FRATERNAL ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0630108362
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0REPRESENTATION BEFORE THE VARIOUS EMPLOYERS OF THE LOCAL'S MEMBERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PROMOTE MORE ENLARGED AND FRIENDLY RELATIONS AMONG ELECTRICAL WORKERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01469 JEAN STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11469 JEAN STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MONTGOMERY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1MONTGOMERY
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1AL
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd1361073125
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd01
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt024000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CURRENT MARKET RENT
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0MONTGOMERY ELECTRICIANS FRATERNAL ASSOCIATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0K
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt0199972
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0MONTGOMERY
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IRS990/USAddress/ZIPCd0361093204
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES B CARDWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRAINING DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03342728830
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTGOMERY ELECTRICAL JOINT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0APPRENTICESHIP & TRAINING TRUST FUND
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ReturnHeader/Filer/USAddress/CityNm0MONTGOMERY
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ReturnHeader/Filer/USAddress/ZIPCd0361093204
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PARKER GILL EISEN & STEVENSON PC

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$199,972
Liabilities
$0
Net assets
$199,972
Revenue
$179,866
Expenses
$156,027
Net income
$23,839
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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