Civic Intelligence

Ibew-Neca Joint Apprenticeship Training Trust Fund

990EZ • Fiscal year 2019 • EIN 64-0535585

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 07, 2020

Organization ProfileN/A
P O Box 721077Byram, MS 39272-1077

(601) 372-4650

Siviq Scores

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

Liabilities / Assets

91st percentile

0.16x

Higher debt load relative to assets than 91% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

93rd percentile

0.21x

Higher debt load relative to revenue than 93% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Net Margin

30th percentile

-2.6%

Higher net margin than 30% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Top Officer Pay

97th percentile

$103,807

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 68.6% of source-year revenue.

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Asset Growth

36th percentile

-1.0%

Faster asset growth than 36% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

36th percentile

-3.2%

Faster revenue growth than 36% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$197,792

Down $2,080 (-1.0%) from 2018

Net Assets

$166,727

No earlier filing loaded for comparison.

Liabilities

Up

$31,065

Up $1,823 (+6.2%) from 2018

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin30th percentile

Revenue

Down

$151,250

Down $4,936 (-3.2%) from 2018

Expenses

Down

$155,153

Down $5,234 (-3.3%) from 2018

Net Income

Up

-$3,903

Up $298 (+7.1%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$300K$200K$100K$0Assets 2011: $145,848Liabilities 2011: $13,5752011Assets 2012: $200,404Liabilities 2012: $5,770Net Assets 2012: $194,6342012Assets 2013: $182,223Liabilities 2013: $7,047Net Assets 2013: $175,1762013Assets 2014: $132,627Liabilities 2014: $20,8492014Assets 2015: $122,001Liabilities 2015: $20,6752015Assets 2016: $175,680Liabilities 2016: $41,8282016Assets 2017: $201,791Liabilities 2017: $26,960Net Assets 2017: $174,8312017Assets 2018: $199,872Liabilities 2018: $29,2422018Assets 2019: $197,792Liabilities 2019: $31,065Net Assets 2019: $166,7272019Assets 2020: $249,852Liabilities 2020: $32,116Net Assets 2020: $217,7362020Assets 2021: $236,811Liabilities 2021: $33,447Net Assets 2021: $203,3642021Assets 2022: $253,675Liabilities 2022: $33,346Net Assets 2022: $220,3292022Assets 2023: $248,886Liabilities 2023: $23,630Net Assets 2023: $225,2562023Assets 2024: $269,524Liabilities 2024: $21,133Net Assets 2024: $248,3912024

Highlighted filing

2019

Assets$197,792
Liabilities$31,065
Net Assets$166,727
Open 2019 Filing

Operations Trend

Revenue Growth36th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $134,309Expenses 2011: $137,739Net Income 2011: -$3,4302011Revenue 2012: $189,215Expenses 2012: $126,854Net Income 2012: $62,3612012Revenue 2013: $100,507Expenses 2013: $119,965Net Income 2013: -$19,4582013Revenue 2014: $60,808Expenses 2014: $124,206Net Income 2014: -$63,3982014Revenue 2015: $121,324Expenses 2015: $131,776Net Income 2015: -$10,4522015Revenue 2016: $167,845Expenses 2016: $135,319Net Income 2016: $32,5262016Revenue 2017: $188,778Expenses 2017: $147,799Net Income 2017: $40,9792017Revenue 2018: $156,186Expenses 2018: $160,387Net Income 2018: -$4,2012018Revenue 2019: $151,250Expenses 2019: $155,153Net Income 2019: -$3,9032019Revenue 2020: $260,366Expenses 2020: $209,357Net Income 2020: $51,0092020Revenue 2021: $201,397Expenses 2021: $215,769Net Income 2021: -$14,3722021Revenue 2022: $224,145Expenses 2022: $207,180Net Income 2022: $16,9652022Revenue 2023: $221,428Expenses 2023: $226,203Net Income 2023: -$4,7752023Revenue 2024: $245,888Expenses 2024: $225,090Net Income 2024: $20,7982024

Highlighted filing

2019

Revenue$151,250
Expenses$155,153
Net Income-$3,903
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 7, 2020
Return Version
2018v3.2
Gross Receipts
$190,697
Mission and Program Overview

Mission

Training electrical apprentices and journeymen.

Program Services

DescriptionGrantsExpenses
TRAINING AND EDUCATION OF ELECTRICAL APPRENTICES AND JOURNEYMEN.-$104,336
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JIM STEPHENSTraining DirectorFT$83,608$20,199$103,807
JASON STRINGERChairman-$0--
DAVID KELLYSecretary-$0--
JOHN FORTENBERRYTrustee-$0--
CHRIS FOUNTAINTrustee-$0--
MIKE WHATLEYTrustee-$0--
RONALD WALLACETrustee-$0--
MIKE MORGANTrustee-$0--
REED NELSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Ibew-neca Joint Apprenticeship
EIN
64-0535585
Phone
6013724650
Address
P O BOX 721077, BYRAM, MS 39272-1077

Signing Officer

Name
Jim Stephens
Title
Training Director
Phone
6013724650
Signed
2020-02-07
Discuss with paid preparer
Yes

Preparer

Firm
Tann Brown & Russ Co Pllc
Address
1501 LAKELAND DRIVE SUITE 300, JACKSON, MS 39216-4841
Preparer
W Burdette Russ
Phone
6013544926
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses conferences/meetings 340 insurance 4,031 office expense 2,690 maintenance-build & groun 2,009 utilities 2,347 instructional materials 3,255 5,155 telephone 3,302 interviews 456 test fees 682 banquet expense 409 business expense 425 travel/conferences 1,682 non-investment depreciation 13,374 total 40,157”

Form 990-ez, Part II, Line 24

“Accounts receivable 29,468 28,371 prepaid expenses and deferred charges 4,419 3,550 furniture & equipment 58,323 58,323 less accumulated depreciation 36,416 43,025 leasehold improvements 17,556 17,556 less accumulated depreciation 3,963 4,543 vehicle 30,925 30,925 less accumulated depreciation 18,555 24,740 due from ibew local 480 9,265 6,751 due from nebf 204 0 total 91,226 73,168”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 6,690 6,763 deferred revenue 22,552 24,302”

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
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IRS990EZ/BooksInCareOfDetail/PersonNm0CLINTON JIM STEPHENS
IRS990EZ/BooksInCareOfDetail/PhoneNum06013724650
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04767 I-55 SOUTH
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BYRAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MS
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0392721077
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0108646
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0143909
IRS990EZ/CostOfGoodsSoldAmt039447
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3903
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04445
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0199872
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0197792
IRS990EZ/GrossProfitLossSlsOfInvntryAmt06216
IRS990EZ/GrossReceiptsAmt0190697
IRS990EZ/GrossSalesOfInventoryAmt045663
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0170630
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0166727
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0170630
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0166727
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt020199
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JASON STRINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID KELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JIM STEPHENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHN FORTENBERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHRIS FOUNTAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MIKE WHATLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6RONALD WALLACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MIKE MORGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8REED NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRAINING DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt091226
IRS990EZ/OtherAssetsTotalDetail/EOYAmt073168
IRS990EZ/OtherExpensesTotalAmt040157
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TRAINING ELECTRICAL APPRENTICES AND JOURNEYMEN.
IRS990EZ/ProgramServiceRevenueAmt01125
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TRAINING AND EDUCATION OF ELECTRICAL APPRENTICES AND JOURNEYMEN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0104336
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0110551
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MS
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt029242
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt031065
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0155153
IRS990EZ/TotalProgramServiceExpensesAmt0104336
IRS990EZ/TotalRevenueAmt0151250
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CONFERENCES/MEETINGS 340 INSURANCE 4,031 OFFICE EXPENSE 2,690 MAINTENANCE-BUILD & GROUN 2,009 UTILITIES 2,347 INSTRUCTIONAL MATERIALS 3,255 5,155 TELEPHONE 3,302 INTERVIEWS 456 TEST FEES 682 BANQUET EXPENSE 409 BUSINESS EXPENSE 425 TRAVEL/CONFERENCES 1,682 NON-INVESTMENT DEPRECIATION 13,374 TOTAL 40,157
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 29,468 28,371 PREPAID EXPENSES AND DEFERRED CHARGES 4,419 3,550 FURNITURE & EQUIPMENT 58,323 58,323 LESS ACCUMULATED DEPRECIATION 36,416 43,025 LEASEHOLD IMPROVEMENTS 17,556 17,556 LESS ACCUMULATED DEPRECIATION 3,963 4,543 VEHICLE 30,925 30,925 LESS ACCUMULATED DEPRECIATION 18,555 24,740 DUE FROM IBEW LOCAL 480 9,265 6,751 DUE FROM NEBF 204 0 TOTAL 91,226 73,168
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 6,690 6,763 DEFERRED REVENUE 22,552 24,302
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02020-11-06 18:47:13Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JIM STEPHENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRAINING DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06013724650
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IBEW-NECA JOINT APPRENTICESHIP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRAINING TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0IBEW
ReturnHeader/Filer/EIN0640535585
ReturnHeader/Filer/PhoneNum06013724650
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 721077
ReturnHeader/Filer/USAddress/CityNm0BYRAM
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.246.141.133
ReturnHeader/FilingSecurityInformation/IPDt02020-02-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm019:08:49
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205630688
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TANN BROWN & RUSS CO PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01501 LAKELAND DRIVE SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JACKSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0392164841
ReturnHeader/PreparerPersonGrp/PhoneNum06013544926
ReturnHeader/PreparerPersonGrp/PreparationDt02020-02-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0W BURDETTE RUSS
ReturnHeader/ReturnTs02020-02-19T19:08:49-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$197,792
Liabilities
$31,065
Net assets
$166,727
Revenue
$151,250
Expenses
$155,153
Net income
-$3,903
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.70$0.21$2.48$2.46$2.25$0.21
2023Summary only. Only limited summary data is available for this year.$2.49$0.24$2.25$2.21$2.26$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.54$0.33$2.20$2.24$2.07$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.37$0.33$2.03$2.01$2.16$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.50$0.32$2.18$2.60$2.09$0.51
2019Detailed filing. Detailed filing data is available for this year.$1.98$0.31$1.67$1.51$1.55$0.04
2018Summary only. Only limited summary data is available for this year.$2.00$0.29$1.56$1.60$0.04
2017Summary only. Only limited summary data is available for this year.$2.02$0.27$1.75$1.89$1.48$0.41
2016Summary only. Only limited summary data is available for this year.$1.76$0.42$1.68$1.35$0.33
2015Summary only. Only limited summary data is available for this year.$1.22$0.21$1.21$1.32$0.10
2014Summary only. Only limited summary data is available for this year.$1.33$0.21$0.61$1.24$0.63
2013Summary only. Only limited summary data is available for this year.$1.82$0.07$1.75$1.01$1.20$0.19
2012Summary only. Only limited summary data is available for this year.$2.00$0.06$1.95$1.89$1.27$0.62
2011Summary only. Only limited summary data is available for this year.$1.46$0.14$1.34$1.38$0.03