Civic Intelligence

Texas Ironworkers Employers &

990 • Fiscal year 2016 • EIN 74-2520403

Jul 01, 2015 to Jun 30, 2016 • Filed on May 09, 2017

Organization ProfileN/A
9555 W Sam Houston Pkwy S Ste400Houston, TX 77099

(713) 219-1200

Siviq Scores

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

Liabilities / Assets

86th percentile

0.27x

Higher debt load relative to assets than 86% of similar nonprofits.

2016 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

94th percentile

0.64x

Higher debt load relative to revenue than 94% of similar nonprofits.

2016 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2016

Net Margin

41st percentile

2.6%

Higher net margin than 41% of similar nonprofits.

2016 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

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

2016 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2016

Asset Growth

32nd percentile

0.3%

Faster asset growth than 32% of similar nonprofits.

2016 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

9th percentile

-13%

Faster revenue growth than 9% of similar nonprofits.

2016 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$3,561,983

Up $10,329 (+0.3%) from 2015

Net Assets

Up

$2,590,679

Up $39,025 (+1.5%) from 2015

Liabilities

Down

$971,304

Down $28,696 (-2.9%) from 2015

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin41st percentile

Revenue

Down

$1,524,633

Down $237,473 (-13%) from 2015

Expenses

Up

$1,485,608

Up $146,923 (+11%) from 2015

Net Income

Down

$39,025

Down $384,396 (-91%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,844,238Liabilities 2011: $0Net Assets 2011: $1,844,2382011Assets 2012: $1,531,639Liabilities 2012: $0Net Assets 2012: $1,531,6392012Assets 2013: $1,597,910Liabilities 2013: $0Net Assets 2013: $1,597,9102013Assets 2014: $2,128,233Liabilities 2014: $0Net Assets 2014: $2,128,2332014Assets 2015: $3,551,654Liabilities 2015: $1,000,000Net Assets 2015: $2,551,6542015Assets 2016: $3,561,983Liabilities 2016: $971,304Net Assets 2016: $2,590,6792016Assets 2017: $3,506,949Liabilities 2017: $923,300Net Assets 2017: $2,583,6492017

Highlighted filing

2016

Assets$3,561,983
Liabilities$971,304
Net Assets$2,590,679
Open 2016 Filing

Operations Trend

Revenue Growth9th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $869,1842011Expenses 2012: $936,0552012Expenses 2013: $859,2402013Revenue 2014: $1,536,161Expenses 2014: $1,005,838Net Income 2014: $530,3232014Revenue 2015: $1,762,106Expenses 2015: $1,338,685Net Income 2015: $423,4212015Revenue 2016: $1,524,633Expenses 2016: $1,485,608Net Income 2016: $39,0252016Revenue 2017: $1,361,015Expenses 2017: $1,368,045Net Income 2017: -$7,0302017

Highlighted filing

2016

Revenue$1,524,633
Expenses$1,485,608
Net Income$39,025
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 9, 2017
Return Version
2015v3.0
Gross Receipts
$1,524,633
Mission and Program Overview

Mission

Provide apprenticeship and journyman training, testing, education and job skill development and enhancement for ironworkers trades.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,811,079$2,451,016▲ $639,937
Investments in Publicly Traded Securities$1,025,245$766,394▼ $258,851
Savings and Temporary Cash Investments$715,330$344,573▼ $370,757
Total Assets$3,551,654$3,561,983▲ $10,329
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,000,000$971,304▼ $28,696
Total Liabilities$1,000,000$971,304▼ $28,696
Net Assets / Fund Balance
Unrestricted Net Assets$2,551,654$2,590,679▲ $39,025
Total Net Assets Fund Balance$2,551,654$2,590,679▲ $39,025
Total Liabilities and Net Assets / Fund Balance$3,551,654$3,561,983▲ $10,329

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,975,496$271,223$2,246,719
Equipment$151,449$246,038$397,487
Land$278,482-$278,482
Other Land Buildings$45,589$16,994$62,583
Compensation and Service Providers
Top Officer Pay16th percentile

Board Members and Trustees

NameTitle
Ed VargockoTrustee
Jim SwinkendorfTrustee
Keith ColvinTrustee
Ron SmithermanTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,296,878
Investment Income
$11,785
Other Revenue
$215,970
Change in Net Assets
$39,025

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,524,633
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,524,633
Total Revenue per Form 990
$1,524,633
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$897,504
Salaries, Compensation, and Employee Benefits$588,104
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$450,673--$450,673
Occupancy$336,959--$336,959
Other Employee Benefits$100,818--$100,818
Depreciation Depletion$89,007--$89,007
Office Expenses$53,896--$53,896
Travel$51,566--$51,566
Insurance$48,160--$48,160
Interest$44,703--$44,703
Payroll Taxes$36,613--$36,613
Fees for Services Management$26,400--$26,400
Fees for Services Legal$7,323--$7,323
Fees for Services Accounting$7,000--$7,000
Other Expenses$300--$300
Total Functional Expenses$1,485,608$0$0$1,485,608

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,485,608
Total Expenses per Audited Statements$1,485,608
Total Expenses per Form 990$1,485,608
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
Yes
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 11

“A copy of the form 990 is provided to the local's governing body prior to filing with the irs.”

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

“The local's policies and procedures are monitored and reviewed on an annual basis at fund meetings.”

Form 990, Part VI, Section B, Line 15

“Compensation for officers and employees is negotiated in the collective bargaining agreement and the union constitution and bylaws. All compensation is approved by the board of trustees at the local's business office.”

Form 990, Part VI, Section C, Line 19

“All documents are available for inspection at the local's business office.”

Filing and Contact Details

Filer

Filer Name
Texas Ironworkers Employers &
EIN
74-2520403
Phone
7132191200
Address
9555 W SAM HOUSTON PKWY S STE400, HOUSTON, TX 77099

Signing Officer

Name
Ron Smitherman
Title
Trustee Signer
Phone
7132191200
Signed
2017-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ron Smitherman
Formed
1992
Legal Domicile
TX
Voting Board Members
4
Independent Board Members
4
Employees
55
Volunteers
0

Preparer

Firm
Harper & Pearson Company Pc
Address
ONE RIVERWAY SUITE 1900, HOUSTON, TX 77056
Preparer
Kevin E Bienvenu CPA
Phone
7136222310
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 2C

“Financial audit conducted in the current year. This is the same process as the prior year.”

Financial Statement Notes

PART X, LINE 2:

“Part x, line 2: the internal revenue service has ruled that the apprenticeship fund qualified under section 501(c)(5) of the internal revenue code and is, therefore, not subject to tax under present income tax laws. The trustees are of the opinion that the apprenticeship fund continues to be exempt from federal income taxes. However, the apprenticeship fund is subject to taxes on unrelated business income. During 2016 and 2015, there were no unrelated business activities; thus, no provision has been made for income taxes. As of june 30, 2016, the tax years that remain subject to examination by the major tax jurisdictions under the statute of limitations are from the year 2013 forward (with limited exceptions). Tax penalties and interest, if any, would be recorded when paid and would be classified as tax expense in the statements of revenues and expenses and changes in net assets - modified cash basis.”

Raw XML Appendix365 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/SupplementalInformationDetail/ExplanationTxt0PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS RULED THAT THE APPRENTICESHIP FUND QUALIFIED UNDER SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE AND IS, THEREFORE, NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. THE TRUSTEES ARE OF THE OPINION THAT THE APPRENTICESHIP FUND CONTINUES TO BE EXEMPT FROM FEDERAL INCOME TAXES. HOWEVER, THE APPRENTICESHIP FUND IS SUBJECT TO TAXES ON UNRELATED BUSINESS INCOME. DURING 2016 AND 2015, THERE WERE NO UNRELATED BUSINESS ACTIVITIES; THUS, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. AS OF JUNE 30, 2016, THE TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION BY THE MAJOR TAX JURISDICTIONS UNDER THE STATUTE OF LIMITATIONS ARE FROM THE YEAR 2013 FORWARD (WITH LIMITED EXCEPTIONS). TAX PENALTIES AND INTEREST, IF ANY, WOULD BE RECORDED WHEN PAID AND WOULD BE CLASSIFIED AS TAX EXPENSE IN THE STATEMENTS OF REVENUES AND EXPENSES AND CHANGES IN NET ASSETS - MODIFIED CASH BASIS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0PUBLISHED ON ALL LITERATURE AND MATERIALS MADE PUBLIC BY THE SCHOOL.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 IS PROVIDED TO THE LOCAL'S GOVERNING BODY PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE LOCAL'S POLICIES AND PROCEDURES ARE MONITORED AND REVIEWED ON AN ANNUAL BASIS AT FUND MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION FOR OFFICERS AND EMPLOYEES IS NEGOTIATED IN THE COLLECTIVE BARGAINING AGREEMENT AND THE UNION CONSTITUTION AND BYLAWS. ALL COMPENSATION IS APPROVED BY THE BOARD OF TRUSTEES AT THE LOCAL'S BUSINESS OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL DOCUMENTS ARE AVAILABLE FOR INSPECTION AT THE LOCAL'S BUSINESS OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FINANCIAL AUDIT CONDUCTED IN THE CURRENT YEAR. THIS IS THE SAME PROCESS AS THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
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 XI, LINE 2C
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03551654
IRS990/TotalAssetsEOYAmt03561983
IRS990/TotalAssetsGrp/BOYAmt03551654
IRS990/TotalAssetsGrp/EOYAmt03561983
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt055
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01485608
IRS990/TotalFunctionalExpensesGrp/TotalAmt01485608
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01000000
IRS990/TotalLiabilitiesEOYAmt0971304
IRS990/TotalLiabilitiesGrp/BOYAmt01000000
IRS990/TotalLiabilitiesGrp/EOYAmt0971304
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02551654
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02590679
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01485608
IRS990/TotalProgramServiceRevenueAmt01296878
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01524633
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01524633
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03551654
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03561983
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt051566
IRS990/TravelGrp/TotalAmt051566
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02551654
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02590679
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt09555 WEST SAM HOUSTON PKWY SOUTH
IRS990/USAddress/AddressLine2Txt0STE 4
IRS990/USAddress/CityNm0HOUSTON
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077099
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RON SMITHERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE SIGNER
ReturnHeader/BusinessOfficerGrp/PhoneNum07132191200
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TEXAS IRONWORKERS EMPLOYERS &
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0JOURNEYMAN UPGRADING FUND
ReturnHeader/Filer/BusinessNameControlTxt0TEXA
ReturnHeader/Filer/EIN0742520403
ReturnHeader/Filer/PhoneNum07132191200
ReturnHeader/Filer/USAddress/AddressLine1Txt09555 W SAM HOUSTON PKWY S STE400
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077099
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0741695589
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARPER & PEARSON COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE RIVERWAY SUITE 1900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077056
ReturnHeader/PreparerPersonGrp/PhoneNum07136222310
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN E BIENVENU CPA
ReturnHeader/ReturnTs02017-05-09T14:29:08-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,561,983
Liabilities
$971,304
Net assets
$2,590,679
Revenue
$1,524,633
Expenses
$1,485,608
Net income
$39,025
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$3.51$0.92$2.58$1.36$1.37$0.01
2016Detailed filing. Detailed filing data is available for this year.$3.56$0.97$2.59$1.52$1.49$0.04
2015Detailed filing. Detailed filing data is available for this year.$3.55$1.00$2.55$1.76$1.34$0.42
2014Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$1.54$1.01$0.53
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.60$0.00$1.60$0.86
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.53$0.00$1.53$0.94
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.84$0.00$1.84$0.87