Civic Intelligence

District Council 5 Apprenticeship and Training Trust Fund

990 • Fiscal year 2014 • EIN 91-6065393

Sep 01, 2013 to Aug 31, 2014 • Filed on Jul 15, 2015

Organization Profilewww.apprenticeship.net
201 Queen Anne Avenue N98109

(206) 282-4100

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.39x

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

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

91st percentile

3.22x

Higher debt load relative to revenue than 91% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

42nd percentile

1.2%

Higher net margin than 42% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

23rd percentile

$101,194

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 5.7% of source-year revenue.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

29th percentile

-1.1%

Faster asset growth than 29% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

62nd percentile

8.7%

Faster revenue growth than 62% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2011 to 2014

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$14,651,130

Down $170,224 (-1.1%) from 2013

Net Assets

Up

$8,898,378

Up $33,744 (+0.4%) from 2013

Liabilities

Down

$5,752,752

Down $203,968 (-3.4%) from 2013

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin42nd percentile

Revenue

$1,785,835

No earlier filing loaded for comparison.

Expenses

Up

$1,763,635

Up $47,899 (+2.8%) from 2013

Net Income

$22,200

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $16,648,391Liabilities 2010: $6,975,888Net Assets 2010: $9,672,5032010Assets 2011: $16,040,559Liabilities 2011: $6,716,237Net Assets 2011: $9,324,3222011Assets 2012: $15,280,887Liabilities 2012: $6,178,261Net Assets 2012: $9,102,6262012Assets 2013: $14,821,354Liabilities 2013: $5,956,720Net Assets 2013: $8,864,6342013Assets 2014: $14,651,130Liabilities 2014: $5,752,752Net Assets 2014: $8,898,3782014Assets 2015: $14,484,368Liabilities 2015: $5,526,896Net Assets 2015: $8,957,4722015Assets 2016: $14,438,309Liabilities 2016: $5,338,378Net Assets 2016: $9,099,9312016Assets 2017: $10,039,425Liabilities 2017: $58,049Net Assets 2017: $9,981,3762017Assets 2018: $10,820,056Liabilities 2018: $67,020Net Assets 2018: $10,753,0362018Assets 2019: $12,111,110Liabilities 2019: $71,970Net Assets 2019: $12,039,1402019Assets 2020: $12,838,486Liabilities 2020: $101,085Net Assets 2020: $12,737,4012020Assets 2021: $13,517,788Liabilities 2021: $126,521Net Assets 2021: $13,391,2672021Assets 2022: $13,540,521Liabilities 2022: $124,898Net Assets 2022: $13,415,6232022Assets 2023: $13,365,843Liabilities 2023: $234,811Net Assets 2023: $13,131,0322023Assets 2024: $13,411,220Liabilities 2024: $119,889Net Assets 2024: $13,291,3312024

Highlighted filing

2014

Assets$14,651,130
Liabilities$5,752,752
Net Assets$8,898,378
Open 2014 Filing

Operations Trend

Revenue Growth62nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,967,6492010Revenue 2011: $1,388,532Expenses 2011: $1,729,233Net Income 2011: -$340,7012011Expenses 2012: $1,702,8202012Expenses 2013: $1,715,7362013Revenue 2014: $1,785,835Expenses 2014: $1,763,635Net Income 2014: $22,2002014Revenue 2015: $1,978,474Expenses 2015: $1,911,208Net Income 2015: $67,2662015Revenue 2016: $2,526,886Expenses 2016: $2,390,418Net Income 2016: $136,4682016Revenue 2017: $3,109,431Expenses 2017: $2,227,640Net Income 2017: $881,7912017Revenue 2018: $3,002,620Expenses 2018: $2,228,914Net Income 2018: $773,7062018Revenue 2019: $2,920,141Expenses 2019: $1,915,091Net Income 2019: $1,005,0502019Revenue 2020: $2,459,405Expenses 2020: $1,766,577Net Income 2020: $692,8282020Revenue 2021: $2,823,571Expenses 2021: $2,145,364Net Income 2021: $678,2072021Revenue 2022: $2,386,103Expenses 2022: $2,289,095Net Income 2022: $97,0082022Revenue 2023: $2,678,035Expenses 2023: $2,969,430Net Income 2023: -$291,3952023Revenue 2024: $2,596,129Expenses 2024: $2,542,805Net Income 2024: $53,3242024

Highlighted filing

2014

Revenue$1,785,835
Expenses$1,763,635
Net Income$22,200
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Jul 15, 2015
Return Version
2013v4.0
Gross Receipts
$2,595,934
Mission and Program Overview

Mission

The Trust provides apprentice and journeyman training programs to participants in the painting, drywall, floor covering, glaziers, and sign painter/paint makers industries.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$9,067,100$8,808,948▼ $258,152
Savings and Temporary Cash Investments$4,147,380$4,111,473▼ $35,907
Investments in Publicly Traded Securities$1,448,984$1,477,040▲ $28,056
Accounts Receivable$156,047$164,875▲ $8,828
Pledges and Grants Receivable-$85,000-
Cash and Non-Interest-Bearing Accounts$522$294▼ $228
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$14,821,354$14,651,130▼ $170,224
Other Assets Total$1,321$3,500▲ $2,179
Liabilities
Mortgage Notes Payable Secured by Investment Property$5,885,000$5,655,000▼ $230,000
Accounts Payable and Accrued Expenses$71,720$72,752▲ $1,032
Grants Payable-$25,000-
Total Liabilities$5,956,720$5,752,752▼ $203,968
Net Assets / Fund Balance
Unrestricted Net Assets$8,864,634$8,898,378▲ $33,744
Total Net Assets Fund Balance$8,864,634$8,898,378▲ $33,744
Total Liabilities and Net Assets / Fund Balance$14,821,354$14,651,130▼ $170,224

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$8,784,682$1,746,606$10,531,288
Equipment$24,266$368,727$392,993
Other Land Buildings-$17,271$17,271
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Mark BeaufaitDirector of TrainingFT$101,194$101,194
Sarah M SwarthoutAssistant DirecFT$65,801$65,801

Board Members and Trustees

NameTitle
Doug WagnerCo-Chairman
Mike CassidyCo-Chairman
Bud BartunekTrustee
Gary LilesTrustee
Geoff GoldfinchTrustee
Greg FlatmoTrustee
Jim McDadeTrustee
John BouffordTrustee
Kevin SutherlandTrustee
Larry JergensTrustee
Phil LindquistTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$173,523
Program Service Revenue
$1,406,257
Investment Income
$27,855
Other Revenue
$178,200
All Other Contributions
$173,523
Change in Net Assets
$22,200

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,724,404
Revenue Not Reported on Financial Statements
$61,431
Revenue Not Reported on Form 990
$11,544
Other Revenue Adjustments
$60,598
Total Revenue per Audited Statements
$1,735,948
Total Revenue per Form 990
$1,785,835
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$986,355
Salaries, Compensation, and Employee Benefits$727,280
Grants and Similar Amounts Paid$50,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$339,422--$339,422
Occupancy$311,975--$311,975
Current Officers, Directors, Trustees, and Key Employees$166,995--$166,995
Other Employee Benefits-$164,995-$164,995
All Other Expenses$79,785$52,978-$132,763
Fees for Services Management-$60,000-$60,000
Payroll Taxes-$55,868-$55,868
Other Expenses$54,763--$54,763
Office Expenses-$51,767-$51,767
Grants to Domestic Orgs$50,000--$50,000
Travel-$38,866-$38,866
Insurance-$26,324-$26,324
Depreciation Depletion-$21,514-$21,514
Fees for Services Other-$18,924-$18,924
Fees for Services Legal-$17,070-$17,070
Fees for Services Accounting-$16,416-$16,416
Fees for Service Investment Mgmnt Fees-$833-$833
Total Functional Expenses$1,238,080$525,555$0$1,763,635

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,763,635
Expenses per Audited Statements$1,702,204
Total Expenses per Audited Statements$1,702,204
Expenses Not Reported on Financial Statements$61,431
Other Expense Adjustments$60,598
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
---Allocation to industrial training$50,000
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Mike CassidyTrusteeEmployer Cont.No$85,800
Geoff GoldfinchTrusteeEmployer Cont.No$37,763
Kevin SutherlandTrusteeEmployer Cont.No$5,139

Loans and Receivables

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

Bond Issues

BondIssuerIssuedIssue PricePurpose
A91-18747302006-11-02$7,225,000To finance const of facility

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$7,305,459-$1,570,000-

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
Yes
Exception to rebate
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

EIN
91-6065393
Phone
2062824100

Signing Officer

Name
Mike Cassidy
Title
Co-chairman
Signed
2015-07-15
Discuss with paid preparer
Yes

Organization Details

Formed
1965
Legal Domicile
Wa
Voting Board Members
13
Independent Board Members
11
Employees
36
Volunteers
11

Preparer

Preparer
Paul J Anastasi CPA
Phone
5093230272
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The Trust is exempt from federal income taxes under section 501(c)(3) of the Internal Revenue Code (IRC). The Trust obtained its latest tax determination letter on January 22, 2001, in which the Internal Revenue Service stated that the Trust, as then designed, was in compliance with the applicable requirements of the IRC. The Board of Trustees believes the Trust continues to qualify and to operate in accordance with applicable provisions of the IRC. However, the Trust is subject to unrelated business income tax on the rental activity of the Trust.The Trust has adopted FASB ASC 740-10, relating to accounting for uncertain tax positions. ASC 740-10 prescribes a recognition threshold and measurement process for accounting for uncertain tax positions and also provides guidance on various related matters such as derecognition, interest, penalties, and disclosures required. The Trust does not have any uncertain tax positions. The Trust file Form 990, Return of Trust Exempt from Income Tax, and is no longer subject to U.S. federal tax examinations by tax authorities for years before 2010.”

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

“UBI $60598”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“UBI $60598”

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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/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
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IRS990/MissionDesc0The Trust provides apprentice and journeyman training programs to participants in the painting, drywall, floor covering, glaziers, and sign painter/paint makers industries.
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IRS990/OtherExpensesGrp/Desc3Instructors
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Trust is exempt from federal income taxes under section 501(c)(3) of the Internal Revenue Code (IRC). The Trust obtained its latest tax determination letter on January 22, 2001, in which the Internal Revenue Service stated that the Trust, as then designed, was in compliance with the applicable requirements of the IRC. The Board of Trustees believes the Trust continues to qualify and to operate in accordance with applicable provisions of the IRC. However, the Trust is subject to unrelated business income tax on the rental activity of the Trust.The Trust has adopted FASB ASC 740-10, relating to accounting for uncertain tax positions. ASC 740-10 prescribes a recognition threshold and measurement process for accounting for uncertain tax positions and also provides guidance on various related matters such as derecognition, interest, penalties, and disclosures required. The Trust does not have any uncertain tax positions. The Trust file Form 990, Return of Trust Exempt from Income Tax, and is no longer subject to U.S. federal tax examinations by tax authorities for years before 2010.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1UBI $60598
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2UBI $60598
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S
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Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,651,130
Liabilities
$5,752,752
Net assets
$8,898,378
Revenue
$1,785,835
Expenses
$1,763,635
Net income
$22,200
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.4$0.12$13.3$2.60$2.54$0.05
2023Summary only. Only limited summary data is available for this year.$13.4$0.23$13.1$2.68$2.97$0.29
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.5$0.12$13.4$2.39$2.29$0.10
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.5$0.13$13.4$2.82$2.15$0.68
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.8$0.10$12.7$2.46$1.77$0.69
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.1$0.07$12.0$2.92$1.92$1.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.8$0.07$10.8$3.00$2.23$0.77
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.0$0.06$9.98$3.11$2.23$0.88
2016Detailed filing. Detailed filing data is available for this year.$14.4$5.34$9.10$2.53$2.39$0.14
2015Detailed filing. Detailed filing data is available for this year.$14.5$5.53$8.96$1.98$1.91$0.07
2014Detailed filing. Detailed filing data is available for this year.$14.7$5.75$8.90$1.79$1.76$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.8$5.96$8.86$1.72
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.3$6.18$9.10$1.70
2011Summary only. Only limited summary data is available for this year.$16.0$6.72$9.32$1.39$1.73$0.34
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.6$6.98$9.67$1.97