Civic Intelligence

Laborers Agc Apprenticeship Training & Work Preparedness Trust of Montana

990EZ • Fiscal year 2019 • EIN 91-6095385

Apr 01, 2018 to Mar 31, 2019 • Filed on Jan 30, 2020

P O Box 5434Spokane, WA 99205

(509) 328-0300

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$49,579

Down $296,320 (-86%) from 2018

Net Assets

Flat

$333,971

Flat from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Down

$0

Down $332,275 (-100%) from 2018

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $550,425Liabilities 2011: $7,815Net Assets 2011: $542,6102011Assets 2012: $631,886Liabilities 2012: $5,953Net Assets 2012: $625,9332012Assets 2013: $632,615Liabilities 2013: $5,698Net Assets 2013: $626,9172013Assets 2014: $526,364Liabilities 2014: $5,960Net Assets 2014: $520,4042014Assets 2015: $478,623Liabilities 2015: $9,141Net Assets 2015: $469,4822015Assets 2016: $451,230Liabilities 2016: $2,721Net Assets 2016: $448,5092016Assets 2017: $399,110Liabilities 2017: $3,278Net Assets 2017: $395,8322017Assets 2018: $345,899Liabilities 2018: $11,928Net Assets 2018: $333,9712018Assets 2019: $363,477Liabilities 2019: $28,449Net Assets 2019: $335,0282019Assets 2019: $49,579Net Assets 2019: $333,9712019Assets 2020: $243,980Liabilities 2020: $9,906Net Assets 2020: $234,0742020Assets 2021: $252,774Liabilities 2021: $2,077Net Assets 2021: $250,6972021Assets 2022: $152,907Liabilities 2022: $9,548Net Assets 2022: $143,3592022Assets 2023: $127,819Liabilities 2023: $13,381Net Assets 2023: $114,4382023Assets 2024: $118,138Liabilities 2024: $11,020Net Assets 2024: $107,1182024Assets 2025: $115,191Liabilities 2025: $7,927Net Assets 2025: $107,2642025

Highlighted filing

2019

Assets$49,579
Liabilities-
Net Assets$333,971

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $473,9882011Expenses 2012: $468,9772012Expenses 2013: $441,0312013Revenue 2014: $303,718Expenses 2014: $410,231Net Income 2014: -$106,5132014Revenue 2015: $355,869Expenses 2015: $406,484Net Income 2015: -$50,6152015Revenue 2016: $384,052Expenses 2016: $399,190Net Income 2016: -$15,1382016Revenue 2017: $341,061Expenses 2017: $395,577Net Income 2017: -$54,5162017Revenue 2018: $332,275Expenses 2018: $396,131Net Income 2018: -$63,8562018Revenue 2019: $453,131Expenses 2019: $449,556Net Income 2019: $3,5752019Revenue 2019: $02019Revenue 2020: $363,493Expenses 2020: $453,781Net Income 2020: -$90,2882020Revenue 2021: $388,456Expenses 2021: $388,508Net Income 2021: -$522021Revenue 2022: $276,716Expenses 2022: $376,341Net Income 2022: -$99,6252022Revenue 2023: $294,944Expenses 2023: $323,894Net Income 2023: -$28,9502023Revenue 2024: $337,413Expenses 2024: $344,733Net Income 2024: -$7,3202024Revenue 2025: $354,060Expenses 2025: $333,030Net Income 2025: $21,0302025

Highlighted filing

2019

Revenue$0
Expenses-
Net Income-
Jump To
Filing Snapshot
Filing Period
Apr 1, 2018 to Mar 31, 2019
Signed
Jan 30, 2020
Return Version
2018v3.1
Mission and Program Overview

Mission

Training for apprentices and journeymen

Program Services

DescriptionGrantsExpenses
The Trust operates training and retraining programs for beginning and experienced laborers working in the construction trades in Montana.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nick NeumanTrustee-$0--
Kim RickardSecretary-$0--
Jo PerkinsTrustee-$0--
Mickey MulhollandTrustee-$0--
Richard J MorrisonChairman-$0--
Warren SmeltzerTraining DirectorFT$0--
Becky RiedlTrusteeFT$0--
Filing and Contact Details

Filer

Filer Name
Laborers AGC Apprenticeship Training &
EIN
91-6095385
Phone
5093280300
Address
P O Box 5434, Spokane, WA 99205

Signing Officer

Name
Richard J Morrison
Title
Chairman
Signed
2020-01-30
Discuss with paid preparer
Yes

Preparer

Firm
Anastasi Moore & Martin Pllc
Address
9 South Washington St STE 600, Spokane, WA 99201-3709
Preparer
Paul J Anastasi CPA
Phone
5093230272
Supplemental Narrative

Additional Explanations

Other Assets.1001

Automobiles - Beginning $3759 Automobiles - Ending $3759

Other Assets.1002

Furniture and Fixtures - Beginning $561 Furniture and Fixtures - Ending $561

Other Assets.1003

Machinery and Equipment - Beginning $16565 Machinery and Equipment - Ending $16565

Other Assets.1005

Accounts Receivable - Beginning $15221 Accounts Receivable - Ending $0

Other Assets.1006

Pledges and Grants Receivable - Beginning $10244 Pledges and Grants Receivable - Ending $0

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $5191 Prepaid Expenses and Deferred Charges - Ending $0

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $11307 Accounts Payable and Accrued Expenses - Ending $0

Total Liabilities.1

accrued payroll tax liabilities - Beginning $621 accrued payroll tax liabilities - Ending $0

Raw XML Appendix172 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0Zenith American Solutions
IRS990EZ/BooksInCareOfDetail/PhoneNum05093280300
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SPOKANE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0333971
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0333971
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Nick Neuman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kim Rickard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jo Perkins
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Mickey Mulholland
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Richard J Morrison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Warren Smeltzer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Becky Riedl
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Training Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt051541
IRS990EZ/OtherAssetsTotalDetail/EOYAmt020885
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TRAINING FOR APPRENTICES AND JOURNEYMEN
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Trust operates training and retraining programs for beginning and experienced laborers working in the construction trades in Montana.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt011928
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0302140
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0319122
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0362741
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0354797
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01338800
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt06856
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt06400
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0-1482
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04044
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt015818
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt06856
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt06400
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0-1482
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04044
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt015818
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt022213
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt016583
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt016256
IRS990ScheduleA/OtherIncome509Grp/TotalAmt055052
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt01338800
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0302140
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IRS990ScheduleA/Total509Grp/TotalAmt01338800
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0331209
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0342105
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0377515
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0358841
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01409670
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Automobiles - Beginning $3759 Automobiles - Ending $3759
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Furniture and Fixtures - Beginning $561 Furniture and Fixtures - Ending $561
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Machinery and Equipment - Beginning $16565 Machinery and Equipment - Ending $16565
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Accounts Receivable - Beginning $15221 Accounts Receivable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Pledges and Grants Receivable - Beginning $10244 Pledges and Grants Receivable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Prepaid Expenses and Deferred Charges - Beginning $5191 Prepaid Expenses and Deferred Charges - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Accounts Payable and Accrued Expenses - Beginning $11307 Accounts Payable and Accrued Expenses - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7accrued payroll tax liabilities - Beginning $621 accrued payroll tax liabilities - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Assets.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Assets.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Assets.1006
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Total Liabilities.1
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Richard J Morrison
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Laborers AGC Apprenticeship Training &
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Work Preparedness Trust of Montana
ReturnHeader/Filer/BusinessNameControlTxt0LABO
ReturnHeader/Filer/EIN0916095385
ReturnHeader/Filer/PhoneNum05093280300
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 5434
ReturnHeader/Filer/USAddress/CityNm0Spokane
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd099205
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208149084
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANASTASI MOORE & MARTIN PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09 South Washington St STE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Spokane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0992013709
ReturnHeader/PreparerPersonGrp/PhoneNum05093230272
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Paul J Anastasi CPA
ReturnHeader/ReturnTs02020-01-30T13:04:32-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-04-01
ReturnHeader/TaxPeriodEndDt02019-03-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.15$0.08$1.07$3.54$3.33$0.21
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.11$1.07$3.37$3.45$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.13$1.14$2.95$3.24$0.29
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.53$0.10$1.43$2.77$3.76$1.00
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.53$0.02$2.51$3.88$3.89$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$0.10$2.34$3.63$4.54$0.90
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.63$0.28$3.35$4.53$4.50$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.50$3.34$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.46$0.12$3.34$3.32$3.96$0.64
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.99$0.03$3.96$3.41$3.96$0.55
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.51$0.03$4.49$3.84$3.99$0.15
2015Detailed filing. Detailed filing data is available for this year.$4.79$0.09$4.69$3.56$4.06$0.51
2014Detailed filing. Detailed filing data is available for this year.$5.26$0.06$5.20$3.04$4.10$1.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.33$0.06$6.27$4.41
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.32$0.06$6.26$4.69
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.50$0.08$5.43$4.74