Civic Intelligence

Utah Agc Teamsters Apprentice & Training Trust

EIN 87-0300921 • 501(c)3 • Salt Lake City, UT

Profile

A taft-hartley collectively bargained apprenticeship program

PO Box 30749Salt Lake City, UT 84130

n/A

Siviq Scores

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

Liabilities / Assets

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

83rd percentile

0.12x

Higher debt load relative to revenue than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

55th percentile

4.0%

Higher net margin than 55% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

51st percentile

-0.8%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

71st percentile

18%

Faster revenue growth than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets65th percentile

Assets

Down

$337,390

Down $2,583 (-0.8%) from 2014

Liabilities

Up

$2,276

Up $126 (+5.9%) from 2014

Net Assets

Down

$335,114

Down $2,709 (-0.8%) from 2014

Operations
Liabilities / Revenue83rd percentileNet Margin55th percentile

Revenue

Up

$19,173

Up $2,902 (+18%) from 2014

Expenses

Down

$18,400

Down $4,159 (-18%) from 2014

Net Income

Up

$773

Up $7,061 (+112%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

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

$400K$300K$200K$100K$0Assets 2010: $259,796Net Assets 2010: $259,7962010Assets 2011: $327,794Liabilities 2011: $02011Assets 2012: $344,739Liabilities 2012: $603Net Assets 2012: $344,1362012Assets 2013: $348,166Liabilities 2013: $2,457Net Assets 2013: $345,7092013Assets 2014: $339,973Liabilities 2014: $2,150Net Assets 2014: $337,8232014Assets 2015: $337,390Liabilities 2015: $2,276Net Assets 2015: $335,1142015

Highlighted filing

2015

Assets$337,390
Liabilities$2,276
Net Assets$335,114
Open 2015 Filing

Operations Trend

Revenue Growth71st percentile

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

$100K$50K$0-$50KRevenue 2010: $23,961Expenses 2010: $13,950Net Income 2010: $10,0112010Revenue 2011: $81,195Expenses 2011: $14,567Net Income 2011: $66,6282011Revenue 2012: $32,670Expenses 2012: $18,573Net Income 2012: $14,0972012Revenue 2013: $20,493Expenses 2013: $17,396Net Income 2013: $3,0972013Revenue 2014: $16,271Expenses 2014: $22,559Net Income 2014: -$6,2882014Revenue 2015: $19,173Expenses 2015: $18,400Net Income 2015: $7732015

Highlighted filing

2015

Revenue$19,173
Expenses$18,400
Net Income$773
Open 2015 Filing

Filings

Most recent year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$337,390
Liabilities
$2,276
Net assets
$335,114
Revenue
$19,173
Expenses
$18,400
Net income
$773
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$3.37$0.02$3.35$0.19$0.18$0.01
2014Detailed filing. Detailed filing data is available for this year.$3.40$0.02$3.38$0.16$0.23$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.48$0.02$3.46$0.20$0.17$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.45$0.01$3.44$0.33$0.19$0.14
2011Summary only. Only limited summary data is available for this year.$3.28$0.00$0.81$0.15$0.67
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.60$2.60$0.24$0.14$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 12, 2016
Return Version
2014v6.0
Gross Receipts
$19,173
Mission and Program Overview

Mission

A taft-hartley collectively bargained apprenticeship program

Program Services

DescriptionGrantsExpenses
TRAINING PROGRAMS FOR TRUCK DRIVERS-$18,400
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JIM JACKETTATrustee-$0--
MARTY COWINTrustee-$0--
BRYAN FLAKETrustee-$0--
RICHARD THORNTrustee-$0--
SPENCER HOGUETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Utah Agc Teamsters Apprentice &
EIN
87-0300921
Phone
8019721177
Address
PO BOX 30749, SALT LAKE CITY, UT 84130

Signing Officer

Name
Jim Jacketta
Title
Trustee
Phone
8019721177
Signed
2016-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Wsrp LLC
Address
155 N 400 W STE 400, SALT LAKE CITY, UT 84103
Preparer
Scott a Czaja CPA
Phone
8013282011
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses administrative fee 4,200 coordinator's fee 4,200 other 527 training expenses 6,473 total 15,400”

Form 990-ez, Part I, Line 20

“OTHER DECREASES -3,482”

Form 990-ez, Part II, Line 24

“Prepaid bond and insurance 489 321 employer contribution receivable 996 1,456 interest receivable 677 677 refundable deposits 140 140 total 2,302 2,594”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 2,150 2,276”

Raw XML Appendix147 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SOUTHWEST SERVICE ADMINISTRATORS I
IRS990EZ/BooksInCareOfDetail/PhoneNum06023240545
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02400 W DUNLOP AVE STE 250
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PHOENIX
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085021
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0337671
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0334796
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IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0773
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03000
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0339973
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0337390
IRS990EZ/GrossReceiptsAmt019173
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt07635
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0337823
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0335114
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0337823
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0335114
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JIM JACKETTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARTY COWIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRYAN FLAKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RICHARD THORN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SPENCER HOGUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02302
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02594
IRS990EZ/OtherChangesInNetAssetsAmt0-3482
IRS990EZ/OtherExpensesTotalAmt015400
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0A TAFT-HARTLEY COLLECTIVELY BARGAINED APPRENTICESHIP PROGRAM
IRS990EZ/ProgramServiceRevenueAmt011538
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TRAINING PROGRAMS FOR TRUCK DRIVERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018400
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02150
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02276
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt018400
IRS990EZ/TotalProgramServiceExpensesAmt018400
IRS990EZ/TotalRevenueAmt019173
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt01,950
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt011538
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt09630
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt015882
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt026657
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt070558
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0134265
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt07635
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt06291
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04611
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt06013
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt08687
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt033237
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt019173
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt01950
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01950
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.79230
IRS990ScheduleA/PublicSupportPY170Pct00.79430
IRS990ScheduleA/PublicSupportTotal170Amt0134265
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt011538
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt09630
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt015882
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt026657
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt070558
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0134265
IRS990ScheduleA/TotalSupportAmt0169452
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADMINISTRATIVE FEE 4,200 COORDINATOR'S FEE 4,200 OTHER 527 TRAINING EXPENSES 6,473 TOTAL 15,400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER DECREASES -3,482
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PREPAID BOND AND INSURANCE 489 321 EMPLOYER CONTRIBUTION RECEIVABLE 996 1,456 INTEREST RECEIVABLE 677 677 REFUNDABLE DEPOSITS 140 140 TOTAL 2,302 2,594
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 2,150 2,276
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM JACKETTA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08019721177
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UTAH AGC TEAMSTERS APPRENTICE &
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRAINING TRUST
ReturnHeader/Filer/BusinessNameControlTxt0UTAH
ReturnHeader/Filer/EIN0870300921
ReturnHeader/Filer/PhoneNum08019721177
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 30749
ReturnHeader/Filer/USAddress/CityNm0SALT LAKE CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084130
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870517754
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WSRP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 N 400 W STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALT LAKE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084103
ReturnHeader/PreparerPersonGrp/PhoneNum08013282011
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT A CZAJA CPA
ReturnHeader/ReturnTs02016-05-16T08:09:49-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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