Civic Intelligence

Non-Destructive Testing Joint Training Fund Tr

990 • Fiscal year 2023 • EIN 86-1071554

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 25, 2023

Organization Profile
12200 N Ambassador Drive Suite 303Kansas City, MO 64163

(913) 281-8164

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

23rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2023

Net Margin

90th percentile

32%

Higher net margin than 90% of similar nonprofits.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2023 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2023

Asset Growth

33rd percentile

0.7%

Faster asset growth than 33% of similar nonprofits.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

94th percentile

47%

Faster revenue growth than 94% of similar nonprofits.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$1,561,119

Up $11,049 (+0.7%) from 2022

Net Assets

Up

$1,561,119

Up $11,049 (+0.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin90th percentile

Revenue

Up

$34,830

Up $11,095 (+47%) from 2022

Expenses

Up

$23,781

Up $6,909 (+41%) from 2022

Net Income

Up

$11,049

Up $4,186 (+61%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $335,697Liabilities 2011: $0Net Assets 2011: $335,6972011Assets 2012: $547,796Liabilities 2012: $0Net Assets 2012: $547,7962012Assets 2013: $749,732Liabilities 2013: $0Net Assets 2013: $749,7322013Assets 2014: $934,086Liabilities 2014: $0Net Assets 2014: $934,0862014Assets 2015: $1,086,397Liabilities 2015: $0Net Assets 2015: $1,086,3972015Assets 2016: $1,238,320Liabilities 2016: $0Net Assets 2016: $1,238,3202016Assets 2017: $1,419,342Liabilities 2017: $0Net Assets 2017: $1,419,3422017Assets 2018: $1,540,079Liabilities 2018: $0Net Assets 2018: $1,540,0792018Assets 2019: $1,530,719Liabilities 2019: $0Net Assets 2019: $1,530,7192019Assets 2020: $1,529,490Liabilities 2020: $0Net Assets 2020: $1,529,4902020Assets 2021: $1,543,207Liabilities 2021: $0Net Assets 2021: $1,543,2072021Assets 2022: $1,550,070Liabilities 2022: $0Net Assets 2022: $1,550,0702022Assets 2023: $1,561,119Liabilities 2023: $0Net Assets 2023: $1,561,1192023Assets 2024: $1,604,556Liabilities 2024: $0Net Assets 2024: $1,604,5562024Assets 2025: $1,679,854Liabilities 2025: $0Net Assets 2025: $1,679,8542025

Highlighted filing

2023

Assets$1,561,119
Liabilities$0
Net Assets$1,561,119
Open 2023 Filing

Operations Trend

Revenue Growth94th percentile

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

$300K$200K$100K$0-$100KExpenses 2011: $114,6142011Expenses 2012: $101,2112012Expenses 2013: $125,7522013Revenue 2014: $276,246Expenses 2014: $91,892Net Income 2014: $184,3542014Revenue 2015: $218,652Expenses 2015: $66,341Net Income 2015: $152,3112015Revenue 2016: $232,731Expenses 2016: $80,808Net Income 2016: $151,9232016Revenue 2017: $248,865Expenses 2017: $67,843Net Income 2017: $181,0222017Revenue 2018: $202,819Expenses 2018: $82,082Net Income 2018: $120,7372018Revenue 2019: $39,127Expenses 2019: $48,487Net Income 2019: -$9,3602019Revenue 2020: $33,597Expenses 2020: $34,826Net Income 2020: -$1,2292020Revenue 2021: $29,718Expenses 2021: $16,001Net Income 2021: $13,7172021Revenue 2022: $23,735Expenses 2022: $16,872Net Income 2022: $6,8632022Revenue 2023: $34,830Expenses 2023: $23,781Net Income 2023: $11,0492023Revenue 2024: $64,250Expenses 2024: $20,813Net Income 2024: $43,4372024Revenue 2025: $92,315Expenses 2025: $17,017Net Income 2025: $75,2982025

Highlighted filing

2023

Revenue$34,830
Expenses$23,781
Net Income$11,049
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 25, 2023
Return Version
2022v5.0
Gross Receipts
$34,830
Mission and Program Overview

Mission

To establish, implement, maintain and operate training opportunities for employees in the field of non-destructive testing.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$929,844$923,559▼ $6,285
Savings and Temporary Cash Investments$620,226$637,560▲ $17,334
Total Assets$1,550,070$1,561,119▲ $11,049
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,550,070$1,561,119▲ $11,049
Total Net Assets Fund Balance$1,550,070$1,561,119▲ $11,049
Total Liabilities and Net Assets / Fund Balance$1,550,070$1,561,119▲ $11,049
Compensation and Service Providers
Top Officer Pay21st percentile

Board Members and Trustees

NameTitle
George MclachlanChairman
Danny WatsonTrustee
Melinda Mclachlan-laddTrustee
Tracey EixenbergerAlternate Tr
Tracy BuckFund Adminis
Christopher HaslingerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$17,496
Investment Income
$17,334
Other Revenue
$0
Change in Net Assets
$11,049

Audited Revenue Reconciliation

Revenue per Audited Statements
$34,830
Total Revenue per Audited Statements
$34,830
Total Revenue per Form 990
$34,830
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$23,781
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$13,706--$13,706
Fees for Services Accounting$3,615--$3,615
Fees for Services Legal$3,470--$3,470
Insurance$2,749--$2,749
Office Expenses$241--$241
Total Functional Expenses$23,781$0$0$23,781

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$23,781
Total Expenses per Audited Statements$23,781
Total Expenses per Form 990$23,781
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
In-house lobbying only
No
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“The members of both the unions and contractors association formed this fund and it is further ratified through a collective bargaining agreement.”

Form 990, Page 6, Part VI, Line 7A

“2 union trustees are appointed by the "appointing authority" which consists of an elected executive board comprised of members from the 2 unions that collaborate to achieve non-destructive testing goals. The other 2 trustees are appointed by the "contractors association" which consists of contractor representatives who elect the trustees at their discretion.”

Form 990, Page 6, Part VI, Line 7B

“Members give indirect approval of the fund's decisions through election of those who appoint their fund's trustees. Through meetings and reports members are kept abreast of fund activity.”

Form 990, Page 6, Part VI, Line 11B

“X”

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

“Conflicts of interest must be disclosed on an on-going basis.”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Non-destructive Testing Joint
EIN
86-1071554
Phone
9132818164
Address
12200 N AMBASSADOR DRIVE SUITE 303, KANSAS CITY, MO 64163

Signing Officer

Name
Tracy Buck
Title
Fund Administrator
Phone
9132818164
Signed
2023-10-25

Organization Details

Principal Officer
George Mclachlan
Formed
2003
Legal Domicile
Ks
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
Novak Birks Pc
Address
4435 MAIN ST STE 500, KANSAS CITY, MO 64111-1858
Preparer
William J Miller CPA
Phone
8169316111
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12 UNION TRUSTEES ARE APPOINTED BY THE "APPOINTING AUTHORITY" WHICH CONSISTS OF AN ELECTED EXECUTIVE BOARD COMPRISED OF MEMBERS FROM THE 2 UNIONS THAT COLLABORATE TO ACHIEVE NON-DESTRUCTIVE TESTING GOALS. THE OTHER 2 TRUSTEES ARE APPOINTED BY THE "CONTRACTORS ASSOCIATION" WHICH CONSISTS OF CONTRACTOR REPRESENTATIVES WHO ELECT THE TRUSTEES AT THEIR DISCRETION.
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd064163
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431122456
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NOVAK BIRKS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04435 MAIN ST STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0641111858
ReturnHeader/PreparerPersonGrp/PhoneNum08169316111
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM J MILLER CPA
ReturnHeader/ReturnTs02023-11-07T17:04:07-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TRACY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BUCK
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,561,119
Liabilities
$0
Net assets
$1,561,119
Revenue
$34,830
Expenses
$23,781
Net income
$11,049
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.68$0.00$1.68$0.09$0.02$0.08
2024Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.06$0.02$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.03$0.02$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.02$0.02$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.03$0.02$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.03$0.03$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.04$0.05$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.20$0.08$0.12
2017Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.25$0.07$0.18
2016Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.23$0.08$0.15
2015Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.22$0.07$0.15
2014Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.28$0.09$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.00$0.75$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.55$0.00$0.55$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.00$0.34$0.11