Civic Intelligence

Service Workers Training and Education Partnership

990 • Fiscal year 2022 • EIN 81-2503587

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

Organization ProfileN/A

View Organization Page

7130 Columbia Gateway Drive Suite AColumbia, MD 21046

(888) 490-8800

Siviq Scores

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

Liabilities / Assets

41st percentile

0.03x

Higher debt load relative to assets than 41% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

57th percentile

0.12x

Higher debt load relative to revenue than 57% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

73rd percentile

23%

Higher net margin than 73% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

16th percentile

-12%

Faster asset growth than 16% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

91st percentile

107%

Faster revenue growth than 91% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets41st percentile

Assets

Down

$3,688,859

Down $518,642 (-12%) from 2021

Net Assets

Down

$3,576,393

Down $261,810 (-6.8%) from 2021

Liabilities

Down

$112,466

Down $256,832 (-70%) from 2021

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin73rd percentile

Revenue

Up

$926,727

Up $477,983 (+107%) from 2021

Expenses

Up

$715,571

Up $238,257 (+50%) from 2021

Net Income

Up

$211,156

Up $239,726 (+839%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020Assets 2021: $4,207,501Liabilities 2021: $369,298Net Assets 2021: $3,838,2032021Assets 2022: $3,688,859Liabilities 2022: $112,466Net Assets 2022: $3,576,3932022Assets 2023: $4,833,856Liabilities 2023: $941,739Net Assets 2023: $3,892,1172023Assets 2024: $7,371,870Liabilities 2024: $2,438,382Net Assets 2024: $4,933,4882024

Highlighted filing

2022

Assets$3,688,859
Liabilities$112,466
Net Assets$3,576,393
Open 2022 Filing

Operations Trend

Revenue Growth91st percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $0Expenses 2018: $0Net Income 2018: $02018Revenue 2019: $28,545Expenses 2019: $28,545Net Income 2019: $02019Revenue 2020: $100,625Expenses 2020: $100,625Net Income 2020: $02020Revenue 2021: $448,744Expenses 2021: $477,314Net Income 2021: -$28,5702021Revenue 2022: $926,727Expenses 2022: $715,571Net Income 2022: $211,1562022Revenue 2023: $1,143,376Expenses 2023: $991,298Net Income 2023: $152,0782023Revenue 2024: $1,869,340Expenses 2024: $861,948Net Income 2024: $1,007,3922024

Highlighted filing

2022

Revenue$926,727
Expenses$715,571
Net Income$211,156
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$926,727
Mission and Program Overview

Mission

Provides 1) education and training to apprentices, allowing them to acquire the necessary skills to execute their employement duties and 2) scholarship opportunities to eligible dependents.

Pursuant to collectively bargained agreements the plan provides education and training to apparentices, allowing them to acquire the necessary skills to execute their

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,838,203$3,576,393▼ $261,810
Investments in Publicly Traded Securities$3,315,446$2,415,672▼ $899,774
Cash and Non-Interest-Bearing Accounts$823,653$577,999▼ $245,654
Savings and Temporary Cash Investments$0$408,905▲ $408,905
Accounts Receivable$60,448$276,001▲ $215,553
Prepaid Expenses and Deferred Charges$7,954$8,982▲ $1,028
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$4,207,501$3,688,859▼ $518,642
Other Assets Total$0$1,300▲ $1,300
Liabilities
Other Liabilities$330,159$64,802▼ $265,357
Accounts Payable and Accrued Expenses$39,139$47,664▲ $8,525
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$369,298$112,466▼ $256,832
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,838,203$3,576,393▼ $261,810
Total Liabilities and Net Assets / Fund Balance$4,207,501$3,688,859▼ $518,642
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Chuck HendricksChairman
Margaret SharpTrustee
Marlene patrick-coopertrustEE
Scott HochfelderTrustee
oliver zeidlertrustee
Harold TaegelSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$239,852
Program Service Revenue
$606,903
Investment Income
$79,972
Other Revenue
$0
All Other Contributions
$239,852
Change in Net Assets
$211,156

Audited Revenue Reconciliation

Revenue per Audited Statements
$925,245
Revenue Not Reported on Financial Statements
$1,482
Revenue Not Reported on Form 990
$-568,373
Total Revenue per Audited Statements
$356,872
Total Revenue per Form 990
$926,727
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$237,644
Salaries, Compensation, and Employee Benefits$230,135
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$247,792--$247,792
Other Salaries and Wages$196,882--$196,882
Fees for Services Accounting$63,157--$63,157
Occupancy$57,369--$57,369
Fees for Services Management$27,239--$27,239
Office Expenses$25,275--$25,275
Fees for Services Legal$25,077--$25,077
Other Employee Benefits$23,933--$23,933
Other Expenses$11,703--$11,703
Payroll Taxes$9,320--$9,320
Insurance$9,302--$9,302
Fees for Services Other$3,987--$3,987
Fees for Service Investment Mgmnt Fees$1,482--$1,482
Total Functional Expenses$715,571$0$0$715,571

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$715,571
Expenses per Audited Statements$714,089
Total Expenses per Audited Statements$714,089
Expenses Not Reported on Financial Statements$1,482
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Party$64,802
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes

Governance Explanations

FORM 990, PART VI, SECTION A, LINE 3:

“The fund has delegated control over management duties to an independent third party administrator. The administrator processes the daily transactions and performs other duties as needed for the fund.”

FORM 990, PART VI, SECTION A, LINE 8B:

“The fund records detailed minutes of every board of trustees meeting.”

FORM 990, PART VI, SECTION B, LINE 11B:

“The fund's board of trustees and relevant professionals review the form 990.”

FORM 990, PART VI, SECTION B, LINE 12:

“Every year the fund administrator inquires of all board members as to their knowledge of any interests that could give rise to a conflict.”

FORM 990, PART VI, SECTION C, LINE 19:

“The fund makes its governing documents, conflict of interest policy, and financial statements available to the public upon request, consistent with the applicable law, including erisa.”

Filing and Contact Details

Filer

Filer Name
Service Workers Training and Education
EIN
81-2503587
In Care Of
% CARDAY ASSOCIATION INC
Phone
8884908800
Address
7130 Columbia Gateway Drive Suite A, Columbia, MD 21046

Signing Officer

Name
Charles Hendricks
Title
Chairman
Phone
4108729500
Signed
2023-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles Hendricks
Formed
2015
Legal Domicile
Md
Voting Board Members
6
Independent Board Members
6
Employees
2
Volunteers
0

Preparer

Firm
Withumsmithbrownpc
Address
1800 DIAGONAL RD STE 495, ALEXANDRIA, VA 22314
Preparer
Richard L Ruvelson
Phone
7036840600
Supplemental Narrative

Additional Explanations

FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:

“Execute their employement duties and provides scholarship opportunities to eligible dependents.”

Financial Statement Notes

PART X, LINE 2:

“The trust funding the plan has received an exemption letter from the internal revenue service("irs") dated january 31, 2017, stating that the trust is tax-exempt under the provisions of section 501(c)(3) of the irc. The plan and trust are required to operate in conformity with the irc to maintain the tax-exempt status of the trust. The board of trustees believe that the plan, as amended, is being operated in compliance with the applicable requirements of the irc and, therefore, believe that the related trust is tax exempt. Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

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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/PrincipalOfficerNm0Charles Hendricks
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IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
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IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
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IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03838203
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03576393
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0408905
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt028545
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0154096
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IRS990ScheduleA/InvestmentIncomeCYPct00.10391
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt028545
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01483018
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt064802
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED PARTY
IRS990ScheduleD/RevenueNotReportedAmt0-568373
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST FUNDING THE PLAN HAS RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE("IRS") DATED JANUARY 31, 2017, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE IRC. THE PLAN AND TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE BOARD OF TRUSTEES BELIEVE THAT THE PLAN, AS AMENDED, IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVE THAT THE RELATED TRUST IS TAX EXEMPT. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalLiabilityAmt064802
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXECUTE THEIR EMPLOYEMENT DUTIES AND PROVIDES SCHOLARSHIP OPPORTUNITIES TO ELIGIBLE DEPENDENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FUND HAS DELEGATED CONTROL OVER MANAGEMENT DUTIES TO AN INDEPENDENT THIRD PARTY ADMINISTRATOR. THE ADMINISTRATOR PROCESSES THE DAILY TRANSACTIONS AND PERFORMS OTHER DUTIES AS NEEDED FOR THE FUND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FUND RECORDS DETAILED MINUTES OF EVERY BOARD OF TRUSTEES MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FUND'S BOARD OF TRUSTEES AND RELEVANT PROFESSIONALS REVIEW THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EVERY YEAR THE FUND ADMINISTRATOR INQUIRES OF ALL BOARD MEMBERS AS TO THEIR KNOWLEDGE OF ANY INTERESTS THAT COULD GIVE RISE TO A CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE FUND MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST, CONSISTENT WITH THE APPLICABLE LAW, INCLUDING ERISA.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 3:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd5false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd6false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,688,859
Liabilities
$112,466
Net assets
$3,576,393
Revenue
$926,727
Expenses
$715,571
Net income
$211,156
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.37$2.44$4.93$1.87$0.86$1.01
2023Summary only. Only limited summary data is available for this year.$4.83$0.94$3.89$1.14$0.99$0.15
2022Detailed filing. Detailed filing data is available for this year.$3.69$0.11$3.58$0.93$0.72$0.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.21$0.37$3.84$0.45$0.48$0.03
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.10$0.10$0.00
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.03$0.03$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.00$0.00$0.00
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.00$0.00$0.00