Civic Intelligence

Ohio Teamsters Apprenticeship and Journeyman Training Fund

EIN 72-1580377 • 501(c)5 • Toledo, OH

Profile

To provide the proper method of learning a skilled trade through a well organized apprenticeship program which provides good practical trade practices in the shop and on the job and essential related technical instruction recognized as applicable to the operation of the trucks and other motor vehicles in the teamster contruction industry.

435 S Hawley StToledo, OH 43609

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

98th percentile

0.69x

Higher debt load relative to assets than 98% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

99th percentile

1.82x

Higher debt load relative to revenue than 99% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Source year 2024

Net Margin

1st percentile

-205%

Higher net margin than 1% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

501(c)5 • $500k-$1M nonprofits • Source year 2024

Asset Growth

28th percentile

-1.8%

Faster asset growth than 28% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

66%

Faster revenue growth than 97% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$413,952

Down $7,624 (-1.8%) from 2023

Liabilities

Up

$285,022

Up $243,370 (+584%) from 2023

Net Assets

Down

$128,930

Down $250,994 (-66%) from 2023

Operations
Liabilities / Revenue99th percentileNet Margin1st percentile

Revenue

Up

$156,572

Up $62,064 (+66%) from 2023

Expenses

Up

$477,315

Up $55,689 (+13%) from 2023

Net Income

Up

-$320,743

Up $6,375 (+1.9%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $603,873Liabilities 2011: $2,562Net Assets 2011: $601,3112011Assets 2012: $475,582Liabilities 2012: $4,539Net Assets 2012: $471,0432012Assets 2013: $475,620Liabilities 2013: $46,0132013Assets 2014: $405,051Liabilities 2014: $7,530Net Assets 2014: $397,5212014Assets 2015: $392,499Liabilities 2015: $9,801Net Assets 2015: $382,6982015Assets 2016: $396,317Liabilities 2016: $2,738Net Assets 2016: $393,5792016Assets 2017: $796,586Liabilities 2017: $6,919Net Assets 2017: $789,6672017Assets 2018: $1,056,209Liabilities 2018: $10,357Net Assets 2018: $1,045,8522018Assets 2019: $1,162,463Liabilities 2019: $12,576Net Assets 2019: $1,149,8872019Assets 2020: $1,136,475Liabilities 2020: $10,675Net Assets 2020: $1,125,8002020Assets 2021: $1,033,355Liabilities 2021: $29,976Net Assets 2021: $1,003,3792021Assets 2022: $686,513Liabilities 2022: $26,583Net Assets 2022: $659,9302022Assets 2023: $421,576Liabilities 2023: $41,652Net Assets 2023: $379,9242023Assets 2024: $413,952Liabilities 2024: $285,022Net Assets 2024: $128,9302024

Highlighted filing

2024

Assets$413,952
Liabilities$285,022
Net Assets$128,930
Open 2024 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2011: $161,9902011Revenue 2012: $47,563Expenses 2012: $177,831Net Income 2012: -$130,2682012Revenue 2013: $126,354Expenses 2013: $167,790Net Income 2013: -$41,4362013Revenue 2014: $155,545Expenses 2014: $187,631Net Income 2014: -$32,0862014Revenue 2015: $202,652Expenses 2015: $217,475Net Income 2015: -$14,8232015Revenue 2016: $166,113Expenses 2016: $155,232Net Income 2016: $10,8812016Revenue 2017: $514,622Expenses 2017: $117,890Net Income 2017: $396,7322017Revenue 2018: $444,013Expenses 2018: $187,828Net Income 2018: $256,1852018Revenue 2019: $302,437Expenses 2019: $198,402Net Income 2019: $104,0352019Revenue 2020: $163,557Expenses 2020: $187,644Net Income 2020: -$24,0872020Revenue 2021: $106,461Expenses 2021: $242,464Net Income 2021: -$136,0032021Revenue 2022: $101,772Expenses 2022: $315,476Net Income 2022: -$213,7042022Revenue 2023: $94,508Expenses 2023: $421,626Net Income 2023: -$327,1182023Revenue 2024: $156,572Expenses 2024: $477,315Net Income 2024: -$320,7432024

Highlighted filing

2024

Revenue$156,572
Expenses$477,315
Net Income-$320,743
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$413,952
Liabilities
$285,022
Net assets
$128,930
Revenue
$156,572
Expenses
$477,315
Net income
-$320,743
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.29$0.13$0.16$0.48$0.32
2023Detailed filing. Detailed filing data is available for this year.$0.42$0.04$0.38$0.09$0.42$0.33
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.03$0.66$0.10$0.32$0.21
2021Detailed filing. Detailed filing data is available for this year.$1.03$0.03$1.00$0.11$0.24$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.14$0.01$1.13$0.16$0.19$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.16$0.01$1.15$0.30$0.20$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.06$0.01$1.05$0.44$0.19$0.26
2017Detailed filing. Detailed filing data is available for this year.$0.80$0.01$0.79$0.51$0.12$0.40
2016Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.39$0.17$0.16$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.39$0.01$0.38$0.20$0.22$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.41$0.01$0.40$0.16$0.19$0.03
2013Summary only. Only limited summary data is available for this year.$0.48$0.05$0.13$0.17$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.00$0.47$0.05$0.18$0.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.00$0.60$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2023 to Oct 31, 2024
Signed
Sep 11, 2025
Return Version
2023v6.0
Gross Receipts
$689,931
Mission and Program Overview

Mission

To provide the proper method of learning a skilled trade through a well organized apprenticeship program which provides good practical trade practices in the shop and on the job and essential related technical instruction recognized as applicable to the operation of the trucks and other motor vehicles in the teamster contruction industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$59,645$303,486▲ $243,841
Rtn Earn Endowment Incm Other Fnds$379,924$128,930▼ $250,994
Investments in Publicly Traded Securities$271,772$47,279▼ $224,493
Accounts Receivable$19,400$21,610▲ $2,210
Cash and Non-Interest-Bearing Accounts$20,115$21,079▲ $964
Prepaid Expenses and Deferred Charges$18,146$16,541▼ $1,605
Savings and Temporary Cash Investments$32,498$3,957▼ $28,541
Total Assets$421,576$413,952▼ $7,624
Liabilities
Other Liabilities-$217,117-
Accounts Payable and Accrued Expenses$41,652$67,905▲ $26,253
Total Liabilities$41,652$285,022▲ $243,370
Net Assets / Fund Balance
Total Net Assets Fund Balance$379,924$128,930▼ $250,994
Total Liabilities and Net Assets / Fund Balance$421,576$413,952▼ $7,624

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$303,486$189,332$492,818
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Brian BarwickTrustee
David ConiglioTrustee
Doyle BairdTrustee
Michael CiammaichellaTrustee
Ralph Sam CookTrustee
Scott WilsonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$181,678
Investment Income
$-25,190
Other Revenue
$84
Change in Net Assets
$-320,743

Audited Revenue Reconciliation

Revenue per Audited Statements
$156,572
Revenue Not Reported on Form 990
$69,749
Total Revenue per Audited Statements
$226,321
Total Revenue per Form 990
$156,572
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$280,317
Salaries, Compensation, and Employee Benefits$196,998
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$123,236
Fees for Services Management---$87,152
Pension Plan Contributions---$51,590
Depreciation Depletion---$45,617
Fees for Services Legal---$38,495
Insurance---$25,831
Travel---$22,902
Conferences and Meetings---$18,760
Interest---$17,808
Other Employee Benefits---$12,400
Payroll Taxes---$9,772
Fees for Services Accounting---$8,100
Information Technology---$3,368
All Other Expenses---$1,828
Other Expenses---$1,585
Fees for Service Investment Mgmnt Fees---$1,000
Office Expenses---$345
Total Functional Expenses$0$0$0$477,315

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$477,315
Total Expenses per Audited Statements$477,315
Total Expenses per Form 990$477,315
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
N/p Huntington$217,117
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
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

“The return is reviewed by all trustees and the fund attorney prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“Annually each trustee and applicable person working with the fund files a known conflict of interest document with the fund.”

Form 990, Page 6, Part VI, Line 19

“The return is available during normal business hours and the funds business address is available by written request.”

Filing and Contact Details

Filer

Filer Name
Ohio Teamsters Apprenticeship and
EIN
72-1580377
Phone
4192543322
Address
435 S HAWLEY ST, TOLEDO, OH 43609

Signing Officer

Name
Doyle Baird
Title
Trustee
Phone
4192543322
Signed
2025-09-11

Organization Details

Principal Officer
Doyle Baird
Formed
2005
Legal Domicile
Oh
Voting Board Members
6
Independent Board Members
6
Employees
2

Preparer

Firm
Swallen Lawhun & Company
Address
1201 30TH ST NW STE 101A, CANTON, OH 44709
Preparer
Sara a Studeny CPA
Phone
3304924422
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To provide the proper method of learning a skilled trade through a well organized apprenticeship program which provides good practical trade practices in the shop and on the job and essential related technical instruction recognized as applicable to the operation of the trucks and other motor vehicles in the teamster contruction industry.”

Raw XML Appendix348 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/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0128930
IRS990/SavingsAndTempCashInvstGrp/BOYAmt032498
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03957
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0303486
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0189332
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0492818
IRS990ScheduleD/ExpensesSubtotalAmt0477315
IRS990ScheduleD/NetUnrealizedGainsInvstAmt069749
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0217117
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0N/P HUNTINGTON
IRS990ScheduleD/RevenueNotReportedAmt069749
IRS990ScheduleD/RevenueSubtotalAmt0156572
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0303486
IRS990ScheduleD/TotalExpensesPerForm990Amt0477315
IRS990ScheduleD/TotalLiabilityAmt0217117
IRS990ScheduleD/TotalRevenuePerForm990Amt0156572
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0226321
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0477315
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE THE PROPER METHOD OF LEARNING A SKILLED TRADE THROUGH A WELL ORGANIZED APPRENTICESHIP PROGRAM WHICH PROVIDES GOOD PRACTICAL TRADE PRACTICES IN THE SHOP AND ON THE JOB AND ESSENTIAL RELATED TECHNICAL INSTRUCTION RECOGNIZED AS APPLICABLE TO THE OPERATION OF THE TRUCKS AND OTHER MOTOR VEHICLES IN THE TEAMSTER CONTRUCTION INDUSTRY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE RETURN IS REVIEWED BY ALL TRUSTEES AND THE FUND ATTORNEY PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUALLY EACH TRUSTEE AND APPLICABLE PERSON WORKING WITH THE FUND FILES A KNOWN CONFLICT OF INTEREST DOCUMENT WITH THE FUND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE RETURN IS AVAILABLE DURING NORMAL BUSINESS HOURS AND THE FUNDS BUSINESS ADDRESS IS AVAILABLE BY WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0TEAMSTERS - OCA HEALTH PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0316043761
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0435 S HAWLEY ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0TOLEDO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd043609
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0421576
IRS990/TotalAssetsEOYAmt0413952
IRS990/TotalAssetsGrp/BOYAmt0421576
IRS990/TotalAssetsGrp/EOYAmt0413952
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0477315
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt041652
IRS990/TotalLiabilitiesEOYAmt0285022
IRS990/TotalLiabilitiesGrp/BOYAmt041652
IRS990/TotalLiabilitiesGrp/EOYAmt0285022
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0379924
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0128930
IRS990/TotalProgramServiceExpensesAmt0477315
IRS990/TotalProgramServiceRevenueAmt0181678
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0156572
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0156572
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0421576
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0413952
IRS990/TravelGrp/TotalAmt022902
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 4216
IRS990/USAddress/CityNm0TOLEDO
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd043609
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DOYLE BAIRD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04192543322
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OHIO TEAMSTERS APPRENTICESHIP AND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0JOURNEYMAN TRAINING FUND
ReturnHeader/Filer/BusinessNameControlTxt0OHIO
ReturnHeader/Filer/EIN0721580377
ReturnHeader/Filer/PhoneNum04192543322
ReturnHeader/Filer/USAddress/AddressLine1Txt0435 S HAWLEY ST
ReturnHeader/Filer/USAddress/CityNm0TOLEDO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043609
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341172572
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SWALLEN LAWHUN & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01201 30TH ST NW STE 101A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CANTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044709
ReturnHeader/PreparerPersonGrp/PhoneNum03304924422
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SARA A STUDENY CPA
ReturnHeader/ReturnTs02025-09-11T13:39:42-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-11-01
ReturnHeader/TaxPeriodEndDt02024-10-31
ReturnHeader/TaxYr02023

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