Civic Intelligence

Shreveport Bossier Plmbrs & Stmftrs Apprntcship & Journym Trng Tr Fund

990 • Fiscal year 2017 • EIN 72-6035779

Jul 01, 2016 to Jun 30, 2017 • Filed on May 09, 2018

7109 West Bert KounsShreveport, LA 71129

(318) 683-1664

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.02x

Higher debt load relative to assets than 63% of similar nonprofits.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

68th percentile

0.04x

Higher debt load relative to revenue than 68% of similar nonprofits.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2017

Net Margin

11th percentile

-9.9%

Higher net margin than 11% of similar nonprofits.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

75th percentile

$93,223

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 21.3% of source-year revenue.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2017

Asset Growth

11th percentile

-9.3%

Faster asset growth than 11% of similar nonprofits.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

29th percentile

-3.0%

Faster revenue growth than 29% of similar nonprofits.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Down

$782,006

Down $80,293 (-9.3%) from 2016

Net Assets

Down

$764,332

Down $43,319 (-5.4%) from 2016

Liabilities

Down

$17,674

Down $36,974 (-68%) from 2016

Revenue

Down

$437,421

Down $13,441 (-3.0%) from 2016

Expenses

Up

$480,739

Up $80,003 (+20%) from 2016

Net Income

Down

-$43,318

Down $93,444 (-186%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $944,191Liabilities 2011: $144,452Net Assets 2011: $799,7392011Assets 2012: $929,582Liabilities 2012: $129,083Net Assets 2012: $800,4992012Assets 2013: $881,693Liabilities 2013: $119,058Net Assets 2013: $762,6352013Assets 2014: $827,322Liabilities 2014: $103,785Net Assets 2014: $723,5372014Assets 2015: $843,122Liabilities 2015: $85,597Net Assets 2015: $757,5252015Assets 2016: $862,299Liabilities 2016: $54,648Net Assets 2016: $807,6512016Assets 2017: $782,006Liabilities 2017: $17,674Net Assets 2017: $764,3322017Assets 2018: $720,824Liabilities 2018: $23,568Net Assets 2018: $697,2562018Assets 2019: $745,123Liabilities 2019: $23,431Net Assets 2019: $721,6922019Assets 2020: $833,601Liabilities 2020: $10,146Net Assets 2020: $823,4552020Assets 2021: $979,378Liabilities 2021: $59,500Net Assets 2021: $919,8782021Assets 2022: $999,246Liabilities 2022: $36,434Net Assets 2022: $962,8122022Assets 2023: $1,095,595Liabilities 2023: $25,282Net Assets 2023: $1,070,3132023

Highlighted filing

2017

Assets$782,006
Liabilities$17,674
Net Assets$764,332

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $315,899Expenses 2011: $240,651Net Income 2011: $75,2482011Revenue 2012: $272,207Expenses 2012: $271,447Net Income 2012: $7602012Revenue 2013: $262,011Expenses 2013: $299,875Net Income 2013: -$37,8642013Revenue 2014: $285,832Expenses 2014: $324,930Net Income 2014: -$39,0982014Revenue 2015: $387,078Expenses 2015: $348,471Net Income 2015: $38,6072015Revenue 2016: $450,862Expenses 2016: $400,736Net Income 2016: $50,1262016Revenue 2017: $437,421Expenses 2017: $480,739Net Income 2017: -$43,3182017Revenue 2018: $399,506Expenses 2018: $466,582Net Income 2018: -$67,0762018Revenue 2019: $454,287Expenses 2019: $429,851Net Income 2019: $24,4362019Revenue 2020: $498,819Expenses 2020: $397,056Net Income 2020: $101,7632020Revenue 2021: $514,490Expenses 2021: $418,067Net Income 2021: $96,4232021Revenue 2022: $518,816Expenses 2022: $475,883Net Income 2022: $42,9332022Revenue 2023: $630,877Expenses 2023: $523,376Net Income 2023: $107,5012023

Highlighted filing

2017

Revenue$437,421
Expenses$480,739
Net Income-$43,318
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 9, 2018
Return Version
2016v3.0
Gross Receipts
$437,421
Mission and Program Overview

Mission

TO TRAIN SKILLED LABOR.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$501,743$468,060▼ $33,683
Savings and Temporary Cash Investments$204,460$205,196▲ $736
Cash and Non-Interest-Bearing Accounts$124,536$71,709▼ $52,827
Accounts Receivable$31,434$36,916▲ $5,482
Total Assets$862,298$782,006▼ $80,292
Other Assets Total$125$125→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$39,814--
Accounts Payable and Accrued Expenses$14,834$17,674▲ $2,840
Total Liabilities$54,648$17,674▼ $36,974
Net Assets / Fund Balance
Unrestricted Net Assets$807,650$764,332▼ $43,318
Total Net Assets Fund Balance$807,650$764,332▼ $43,318
Total Liabilities and Net Assets / Fund Balance$862,298$782,006▼ $80,292

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$395,310$273,875$669,185
Equipment$53,843$82,500$136,343
Land$18,907-$18,907
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kenneth PearsonCoordinatorFT$66,847$26,376$93,223
Charles JolleyTrustee-$7,026-$7,026
Danny WalkerTrustee-$4,204-$4,204

Board Members and Trustees

NameTitle
Gerard RinchusoTrustee
Justin GreeneTrustee
Kyle PayneTrustee
Michael HaleTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$384,458
Investment Income
$736
Other Revenue
$52,227
Change in Net Assets
$-43,318

Audited Revenue Reconciliation

Revenue per Audited Statements
$437,421
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$437,421
Total Revenue per Form 990
$437,421
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$247,287
Other Expenses$233,452
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$80,216$26,816-$107,032
All Other Expenses$66,428$13,421-$79,849
Current Officers, Directors, Trustees, and Key Employees$47,268$15,756-$63,024
Depreciation Depletion$31,042$2,641-$33,683
Other Employee Benefits$25,090$8,363-$33,453
Pension Plan Contributions$21,567$7,189-$28,756
Other Expenses$16,577$2,328-$16,577
Payroll Taxes$11,218$3,804-$15,022
Office Expenses-$7,372-$7,372
Insurance$4,096$1,365-$5,461
Fees for Services Accounting-$4,380-$4,380
Interest-$932-$932
Fees for Services Legal-$285-$285
Total Functional Expenses$378,024$102,715$0$480,739

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$480,739
Total Expenses per Audited Statements$480,739
Total Expenses per Form 990$480,739
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
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
Yes
Other officer compensation reviewed
Yes
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, Part VI, Section B, Line 11B

The form 990 will be made available to all board members after filing. Management will review the form 990 before filing.

Form 990, Part VI, Section B, Line 12C

Board members are made aware of policies as needed during the year.

Form 990, Part VI, Section B, Line 15

The coordinator's salary will be determined by the governing board of directors. All other employees' salaries will be determined by the governing board of directors.

Form 990, Part VI, Section C, Line 19

All documents are available upon requests.

Filing and Contact Details

Filer

Filer Name
Shreveport Bossier Plmbrs & Stmftrs
EIN
72-6035779
Phone
3186831664
Address
7109 WEST BERT KOUNS, SHREVEPORT, LA 71129

Signing Officer

Name
Kenneth Pearson
Title
Coordinator
Phone
3186831664
Signed
2018-05-09

Organization Details

Principal Officer
Kenneth Pearson
Formed
1952
Legal Domicile
La
Voting Board Members
6
Independent Board Members
6
Employees
26
Volunteers
0

Preparer

Firm
COOK & MOREHART CPA'S
Address
1215 HAWN AVENUE, SHREVEPORT, LA 71107
Preparer
Travis H Morehart CPA
Phone
3182225415
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Continuing education-exit exams: program service expenses 15,490. Management and general expenses 0. Fundraising expenses 0. Total expenses 15,490. Miscellaneous expenses: program service expenses 9,330. Management and general expenses 3,109. Fundraising expenses 0. Total expenses 12,439. Utilities and telephone: program service expenses 9,148. Management and general expenses 3,050. Fundraising expenses 0. Total expenses 12,198. La technical college: program service expenses 12,120. Management and general expenses 0. Fundraising expenses 0. Total expenses 12,120. Building grounds and janitorial: program service expenses 7,799. Management and general expenses 2,600. Fundraising expenses 0. Total expenses 10,399. Auto allowance: program service expenses 4,050. Management and general expenses 1,350. Fundraising expenses 0. Total expenses 5,400. Computer expenses: program service expenses 0. Management and general expenses 3,312. Fundraising expenses 0. Total expenses 3,312. Supplies: program service expenses 3,275. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,275. Haz-mat and med-gas training: program service expenses 3,231. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,231. Apprentice licenses: program service expenses 1,985. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,985.

Raw XML Appendix364 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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IRS990ScheduleD/EquipmentGrp/DepreciationAmt082500
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0136343
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0480739
IRS990ScheduleD/LandGrp/BookValueAmt018907
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt018907
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0437421
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0468060
IRS990ScheduleD/TotalExpensesPerForm990Amt0480739
IRS990ScheduleD/TotalRevenuePerForm990Amt0437421
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0437421
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0480739
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WILL BE MADE AVAILABLE TO ALL BOARD MEMBERS AFTER FILING. MANAGEMENT WILL REVIEW THE FORM 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS ARE MADE AWARE OF POLICIES AS NEEDED DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE COORDINATOR'S SALARY WILL BE DETERMINED BY THE GOVERNING BOARD OF DIRECTORS. ALL OTHER EMPLOYEES' SALARIES WILL BE DETERMINED BY THE GOVERNING BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL DOCUMENTS ARE AVAILABLE UPON REQUESTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONTINUING EDUCATION-EXIT EXAMS: PROGRAM SERVICE EXPENSES 15,490. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,490. MISCELLANEOUS EXPENSES: PROGRAM SERVICE EXPENSES 9,330. MANAGEMENT AND GENERAL EXPENSES 3,109. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,439. UTILITIES AND TELEPHONE: PROGRAM SERVICE EXPENSES 9,148. MANAGEMENT AND GENERAL EXPENSES 3,050. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,198. LA TECHNICAL COLLEGE: PROGRAM SERVICE EXPENSES 12,120. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,120. BUILDING GROUNDS AND JANITORIAL: PROGRAM SERVICE EXPENSES 7,799. MANAGEMENT AND GENERAL EXPENSES 2,600. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,399. AUTO ALLOWANCE: PROGRAM SERVICE EXPENSES 4,050. MANAGEMENT AND GENERAL EXPENSES 1,350. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,400. COMPUTER EXPENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,312. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,312. SUPPLIES: PROGRAM SERVICE EXPENSES 3,275. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,275. HAZ-MAT AND MED-GAS TRAINING: PROGRAM SERVICE EXPENSES 3,231. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,231. APPRENTICE LICENSES: PROGRAM SERVICE EXPENSES 1,985. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,985.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0862298
IRS990/TotalAssetsEOYAmt0782006
IRS990/TotalAssetsGrp/BOYAmt0862298
IRS990/TotalAssetsGrp/EOYAmt0782006
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt026
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0102715
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0378024
IRS990/TotalFunctionalExpensesGrp/TotalAmt0480739
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt054648
IRS990/TotalLiabilitiesEOYAmt017674
IRS990/TotalLiabilitiesGrp/BOYAmt054648
IRS990/TotalLiabilitiesGrp/EOYAmt017674
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0807650
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0764332
IRS990/TotalOtherCompensationAmt026376
IRS990/TotalProgramServiceExpensesAmt0378024
IRS990/TotalProgramServiceRevenueAmt0384458
IRS990/TotalReportableCompFromOrgAmt078077
IRS990/TotalRevenueGrp/ExclusionAmt052963
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0384458
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0437421
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0862298
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0782006
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0807650
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0764332
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KENNETH PEARSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0COORDINATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03186831664
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHREVEPORT BOSSIER PLMBRS & STMFTRS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0APPRNTCSHIP & JOURNYM TRNG TR FUND
ReturnHeader/Filer/BusinessNameControlTxt0SHRE
ReturnHeader/Filer/EIN0726035779
ReturnHeader/Filer/PhoneNum03186831664
ReturnHeader/Filer/USAddress/AddressLine1Txt07109 WEST BERT KOUNS
ReturnHeader/Filer/USAddress/CityNm0SHREVEPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd071129
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E7449D9958271F8B1D907520EF4E7BA73A8A9814
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F67A51C3DBADB17BF63B2769292523D5226226B0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.76.210.145
ReturnHeader/FilingSecurityInformation/IPDt02018-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:11:07
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0720917129
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COOK & MOREHART CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01215 HAWN AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHREVEPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd071107
ReturnHeader/PreparerPersonGrp/PhoneNum03182225415
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRAVIS H MOREHART CPA
ReturnHeader/ReturnTs02018-05-09T10:12:25-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.10$0.03$1.07$0.63$0.52$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.04$0.96$0.52$0.48$0.04
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.06$0.92$0.51$0.42$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.01$0.82$0.50$0.40$0.10
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.02$0.72$0.45$0.43$0.02
2018Summary only. Only limited summary data is available for this year.$0.72$0.02$0.70$0.40$0.47$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.78$0.02$0.76$0.44$0.48$0.04
2016Summary only. Only limited summary data is available for this year.$0.86$0.05$0.81$0.45$0.40$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.84$0.09$0.76$0.39$0.35$0.04
2014Summary only. Only limited summary data is available for this year.$0.83$0.10$0.72$0.29$0.32$0.04
2013Summary only. Only limited summary data is available for this year.$0.88$0.12$0.76$0.26$0.30$0.04
2012Summary only. Only limited summary data is available for this year.$0.93$0.13$0.80$0.27$0.27$0.00
2011Summary only. Only limited summary data is available for this year.$0.94$0.14$0.80$0.32$0.24$0.08