Civic Intelligence

Local 26 Educational Development Trust

990 • Fiscal year 2016 • EIN 91-6293856

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 21, 2017

Organization ProfileN/A
8501 Zenith Court NELacey, WA 98516

(360) 486-9400

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.37x

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

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

82nd percentile

1.23x

Higher debt load relative to revenue than 82% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

82nd percentile

22%

Higher net margin than 82% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

61st percentile

4.5%

Faster asset growth than 61% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

40th percentile

-0.0%

Faster revenue growth than 40% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$11,951,144

Up $516,893 (+4.5%) from 2015

Net Assets

Up

$7,511,249

Up $786,359 (+12%) from 2015

Liabilities

Down

$4,439,895

Down $269,466 (-5.7%) from 2015

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin82nd percentile

Revenue

Down

$3,614,177

Down $676 (-0.0%) from 2015

Expenses

Up

$2,827,818

Up $67,240 (+2.4%) from 2015

Net Income

Down

$786,359

Down $67,916 (-8.0%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$15M$10M$5.0M$0Assets 2011: $11,358,341Liabilities 2011: $5,788,170Net Assets 2011: $5,570,1712011Assets 2012: $11,423,780Liabilities 2012: $5,579,521Net Assets 2012: $5,844,2592012Assets 2013: $11,269,166Liabilities 2013: $5,359,056Net Assets 2013: $5,910,1102013Assets 2014: $10,920,358Liabilities 2014: $5,049,743Net Assets 2014: $5,870,6152014Assets 2015: $11,434,251Liabilities 2015: $4,709,361Net Assets 2015: $6,724,8902015Assets 2016: $11,951,144Liabilities 2016: $4,439,895Net Assets 2016: $7,511,2492016Assets 2017: $11,866,256Liabilities 2017: $4,128,104Net Assets 2017: $7,738,1522017Assets 2018: $11,824,692Liabilities 2018: $3,791,792Net Assets 2018: $8,032,9002018Assets 2019: $10,964,951Liabilities 2019: $1,910,168Net Assets 2019: $9,054,7832019Assets 2020: $11,432,225Liabilities 2020: $2,101,800Net Assets 2020: $9,330,4252020Assets 2021: $9,881,835Liabilities 2021: $63,575Net Assets 2021: $9,818,2602021Assets 2022: $10,025,612Liabilities 2022: $21,131Net Assets 2022: $10,004,4812022Assets 2023: $10,282,818Liabilities 2023: $17,105Net Assets 2023: $10,265,7132023Assets 2024: $10,670,257Liabilities 2024: $29,204Net Assets 2024: $10,641,0532024

Highlighted filing

2016

Assets$11,951,144
Liabilities$4,439,895
Net Assets$7,511,249
Open 2016 Filing

Operations Trend

Revenue Growth40th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $3,086,285Expenses 2011: $3,037,606Net Income 2011: $48,6792011Expenses 2012: $2,622,4052012Revenue 2013: $2,788,902Expenses 2013: $2,723,051Net Income 2013: $65,8512013Revenue 2014: $2,675,168Expenses 2014: $2,714,663Net Income 2014: -$39,4952014Revenue 2015: $3,614,853Expenses 2015: $2,760,578Net Income 2015: $854,2752015Revenue 2016: $3,614,177Expenses 2016: $2,827,818Net Income 2016: $786,3592016Revenue 2017: $3,336,895Expenses 2017: $3,109,992Net Income 2017: $226,9032017Revenue 2018: $3,859,680Expenses 2018: $3,564,932Net Income 2018: $294,7482018Revenue 2019: $4,618,066Expenses 2019: $3,596,183Net Income 2019: $1,021,8832019Revenue 2020: $3,141,896Expenses 2020: $2,866,255Net Income 2020: $275,6412020Revenue 2021: $3,415,935Expenses 2021: $2,928,100Net Income 2021: $487,8352021Revenue 2022: $3,615,092Expenses 2022: $3,476,583Net Income 2022: $138,5092022Revenue 2023: $4,065,897Expenses 2023: $3,804,665Net Income 2023: $261,2322023Revenue 2024: $4,087,158Expenses 2024: $3,711,818Net Income 2024: $375,3402024

Highlighted filing

2016

Revenue$3,614,177
Expenses$2,827,818
Net Income$786,359
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 21, 2017
Return Version
2016v3.0
Gross Receipts
$3,614,177
Mission and Program Overview

Mission

Assure maintenance and improvement of employment through training in specialized areas.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$8,923,756$8,617,001▼ $306,755
Rtn Earn Endowment Incm Other Fnds$6,724,890$7,511,249▲ $786,359
Savings and Temporary Cash Investments$2,510,495$3,334,143▲ $823,648
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$11,434,251$11,951,144▲ $516,893
Liabilities
Mortgage Notes Payable Secured by Investment Property$4,675,896$4,383,887▼ $292,009
Accounts Payable and Accrued Expenses$33,465$56,008▲ $22,543
Total Liabilities$4,709,361$4,439,895▼ $269,466
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,724,890$7,511,249▲ $786,359
Total Liabilities and Net Assets / Fund Balance$11,434,251$11,951,144▲ $516,893

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,990,470$3,383,023$10,373,493
Land$1,239,121-$1,239,121
Equipment$127,858$973,635$1,101,493
Leasehold Improvements$259,552$145,106$404,658
Other Land Buildings$0$137,197$137,197
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
David McMichaelTrust AdministratorFT$122,195$122,195
Jay ClevengerVIP InstructorFT$111,105$111,105
Ryan J SantefordInstructorFT$104,332$104,332

Board Members and Trustees

NameTitle
Jerry BushChairman/Management Member
Jason Howardlabor Member
Larry DurdahlLabor Member
Larry JamesLabor Member
Ed KommersManagement Member
Steve StirrettManagement Member
Terry MajorManagement Member
Jeff LippertSecretary, Labor Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,535,378
Investment Income
$1,546
Other Revenue
$77,253
Change in Net Assets
$786,359

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,614,177
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,614,177
Total Revenue per Form 990
$3,614,177
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,501,662
Other Expenses$1,326,156
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$874,056$36,536-$910,592
Depreciation Depletion$326,540$17,186-$343,726
Occupancy$288,759$15,200-$303,959
Pension Plan Contributions$221,549$23,123-$244,672
Other Employee Benefits$109,055$11,382-$120,437
Current Officers, Directors, Trustees, and Key Employees$60,057$60,058-$120,115
Payroll Taxes$95,843$10,003-$105,846
Office Expenses$81,928$6,324-$88,252
Interest$75,844$3,992-$79,836
Insurance$66,865$5,814-$72,679
Other Expenses$54,431$7,728-$54,431
All Other Expenses$46,196--$46,196
Fees for Services Legal-$24,649-$24,649
Fees for Services Accounting-$18,774-$18,774
Travel$9,686$2,422-$12,108
Total Functional Expenses$2,584,310$243,508$0$2,827,818

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,827,818
Total Expenses per Audited Statements$2,827,818
Total Expenses per Form 990$2,827,818
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“A draft copy of the Form 990 is submitted to the Board of Trustees for review before filing and any questions are resolved.”

Form 990, Part VI, Section B, line 12C

“The Board of Trustees reviews annually and they are aware of potential conflicts and consider them in their decision making process.”

Form 990, Part VI, Section B, line 15

“The Board of Trustees established the Administrator's salary based on union pay scale for journeyman.”

Form 990, Part VI, Section C, line 19

“Available on request.”

Filing and Contact Details

Filer

Filer Name
Local 26 Educational Development Trust
EIN
91-6293856
Phone
3604869400
Address
8501 Zenith Court NE, Lacey, WA 98516

Signing Officer

Name
Wendy Burnett
Title
Administrator
Phone
3604869400
Signed
2017-04-21

Organization Details

Principal Officer
Wendy Burnett
Formed
1987
Legal Domicile
Wa
Voting Board Members
8
Independent Board Members
8
Employees
72
Volunteers
8

Preparer

Firm
Frost & Company PS
Address
2412 North 30th St Suite 201, Tacoma, WA 98407
Preparer
Gwynne L Glavicic CPA
Phone
2532721555
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 1

“Modified cash.”

Form 990, Part XII, Line 2C

“The organization has not changed its oversight process or selection process during the tax year.”

Financial Statement Notes

Part X, Line 2:

“The Trust is exempt from federal income tax pursuant to Section 501(c) (3) of the Internal Revenue Code. Only unrelated business income, if any, is subject to federal income tax. The Trust has evaluated its tax positions and determined that it did not have any material unrecognized tax benefits or obligations as of December 31, 2016 and 2015. Accordingly, no provision for income taxes has been recorded. The Trust recognizes interest and penalties related to income taxes in interest expense. During the years ended December 31, 2016 and 2015, the Trust had no penalties or interest related to income taxes.”

Raw XML AppendixShowing 400 of 446 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt033465
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt056008
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0Assure maintenance and improvement of employment through training in specialized areas.
IRS990/AllOtherExpensesGrp/ProgramServicesAmt046196
IRS990/AllOtherExpensesGrp/TotalAmt046196
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Wendy Burnett
IRS990/BooksInCareOfDetail/PhoneNum03604869400
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt08501 Zenith Court NE
IRS990/BooksInCareOfDetail/USAddress/CityNm0Lacey
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd098516
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt060058
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt060057
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0120115
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01546
IRS990/CYOtherExpensesAmt01326156
IRS990/CYOtherRevenueAmt077253
IRS990/CYProgramServiceRevenueAmt03535378
IRS990/CYRevenuesLessExpensesAmt0786359
IRS990/CYSalariesCompEmpBnftPaidAmt01501662
IRS990/CYTotalExpensesAmt02827818
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03614177
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt017186
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0326540
IRS990/DepreciationDepletionGrp/TotalAmt0343726
IRS990/Desc0Assure maintenance and improvement of employment through providing apprentice-journeymen program to recruit and train individuals in the skills necessary to enter the plumbing and pipefitting industry, as well as to provide continuing professional education to plumbers and pipefitters.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt072
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02584310
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt018774
IRS990/FeesForServicesAccountingGrp/TotalAmt018774
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt024649
IRS990/FeesForServicesLegalGrp/TotalAmt024649
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0Steve Stirrett
IRS990/Form990PartVIISectionAGrp/PersonNm1Jerry Bush
IRS990/Form990PartVIISectionAGrp/PersonNm2Ed Kommers
IRS990/Form990PartVIISectionAGrp/PersonNm3Terry Major
IRS990/Form990PartVIISectionAGrp/PersonNm4Larry James
IRS990/Form990PartVIISectionAGrp/PersonNm5Jeff Lippert
IRS990/Form990PartVIISectionAGrp/PersonNm6Larry Durdahl
IRS990/Form990PartVIISectionAGrp/PersonNm7Jason Howard
IRS990/Form990PartVIISectionAGrp/PersonNm8David McMichael
IRS990/Form990PartVIISectionAGrp/PersonNm9Jay Clevenger
IRS990/Form990PartVIISectionAGrp/PersonNm10Ryan J Santeford
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8122195
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9111105
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10104332
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0Management Member
IRS990/Form990PartVIISectionAGrp/TitleTxt1Chairman/Management Member
IRS990/Form990PartVIISectionAGrp/TitleTxt2Management Member
IRS990/Form990PartVIISectionAGrp/TitleTxt3Management Member
IRS990/Form990PartVIISectionAGrp/TitleTxt4Labor Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Secretary, Labor Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Labor Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7labor Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trust Administrator
IRS990/Form990PartVIISectionAGrp/TitleTxt9VIP Instructor
IRS990/Form990PartVIISectionAGrp/TitleTxt10Instructor
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01987
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03614177
IRS990/GrossRentsGrp/RealAmt077253
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt05814
IRS990/InsuranceGrp/ProgramServicesAmt066865
IRS990/InsuranceGrp/TotalAmt072679
IRS990/InterestGrp/ManagementAndGeneralAmt03992
IRS990/InterestGrp/ProgramServicesAmt075844
IRS990/InterestGrp/TotalAmt079836
IRS990/InvestmentIncomeGrp/ExclusionAmt01546
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01546
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04638961
IRS990/LandBldgEquipBasisNetGrp/BOYAmt08923756
IRS990/LandBldgEquipBasisNetGrp/EOYAmt08617001
IRS990/LandBldgEquipCostOrOtherBssAmt013255962
IRS990/LegalDomicileStateCd0WA
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Assure maintenance and improvement of employment through training in specialized areas.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt04675896
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt04383887
IRS990/NetAssetsOrFundBalancesBOYAmt06724890
IRS990/NetAssetsOrFundBalancesEOYAmt07511249
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt077253
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt077253
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt015200
IRS990/OccupancyGrp/ProgramServicesAmt0288759
IRS990/OccupancyGrp/TotalAmt0303959
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06324
IRS990/OfficeExpensesGrp/ProgramServicesAmt081928
IRS990/OfficeExpensesGrp/TotalAmt088252
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt011382
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0109055
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0120437
IRS990/OtherExpensesGrp/Desc0Operating materials
IRS990/OtherExpensesGrp/Desc1Books
IRS990/OtherExpensesGrp/Desc2Bank and bond fees
IRS990/OtherExpensesGrp/Desc3VIP welding program
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0317
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt17728
IRS990/OtherExpensesGrp/ProgramServicesAmt0142516
IRS990/OtherExpensesGrp/ProgramServicesAmt170646
IRS990/OtherExpensesGrp/ProgramServicesAmt260339
IRS990/OtherExpensesGrp/ProgramServicesAmt354431
IRS990/OtherExpensesGrp/TotalAmt0142833
IRS990/OtherExpensesGrp/TotalAmt170646
IRS990/OtherExpensesGrp/TotalAmt268067
IRS990/OtherExpensesGrp/TotalAmt354431
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt036536
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0874056
IRS990/OtherSalariesAndWagesGrp/TotalAmt0910592
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010003
IRS990/PayrollTaxesGrp/ProgramServicesAmt095843
IRS990/PayrollTaxesGrp/TotalAmt0105846
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt023123
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0221549
IRS990/PensionPlanContributionsGrp/TotalAmt0244672
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Wendy Burnett
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2611600
IRS990/ProgramServiceRevenueGrp/Desc0Employer contributions
IRS990/ProgramServiceRevenueGrp/Desc1Program Cost Reimburse
IRS990/ProgramServiceRevenueGrp/Desc2Books/tuition/class fe
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03167338
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1327746
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt240294
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03167338
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1327746
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt240294
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt012236
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01124
IRS990/PYOtherExpensesAmt01485777
IRS990/PYOtherRevenueAmt091299
IRS990/PYProgramServiceRevenueAmt03510194
IRS990/PYRevenuesLessExpensesAmt0854275
IRS990/PYSalariesCompEmpBnftPaidAmt01274801
IRS990/PYTotalExpensesAmt02760578
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03614853
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0786359
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt077253
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03612631
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt06724890
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt07511249
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02510495
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03334143
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt06990470
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03383023
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt010373493
IRS990ScheduleD/EquipmentGrp/BookValueAmt0127858
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0973635
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01101493
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02827818
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt01239121
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01239121
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0259552
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0145106
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0404658
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0137197
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0137197
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03614177
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Trust is exempt from federal income tax pursuant to Section 501(c) (3) of the Internal Revenue Code. Only unrelated business income, if any, is subject to federal income tax. The Trust has evaluated its tax positions and determined that it did not have any material unrecognized tax benefits or obligations as of December 31, 2016 and 2015. Accordingly, no provision for income taxes has been recorded. The Trust recognizes interest and penalties related to income taxes in interest expense. During the years ended December 31, 2016 and 2015, the Trust had no penalties or interest related to income taxes.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt08617001
IRS990ScheduleD/TotalExpensesPerForm990Amt02827818
IRS990ScheduleD/TotalRevenuePerForm990Amt03614177
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03614177
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02827818
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0Published through local newspapers and all high school papers within our service area
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Part I, Line 3
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A draft copy of the Form 990 is submitted to the Board of Trustees for review before filing and any questions are resolved.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Board of Trustees reviews annually and they are aware of potential conflicts and consider them in their decision making process.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Board of Trustees established the Administrator's salary based on union pay scale for journeyman.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Available on request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Modified cash.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The organization has not changed its oversight process or selection process during the tax year.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XI, Line 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part XII, Line 2c
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt011434251
IRS990/TotalAssetsEOYAmt011951144
IRS990/TotalAssetsGrp/BOYAmt011434251
IRS990/TotalAssetsGrp/EOYAmt011951144
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt072
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0243508
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02584310
IRS990/TotalFunctionalExpensesGrp/TotalAmt02827818
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04709361
IRS990/TotalLiabilitiesEOYAmt04439895
IRS990/TotalLiabilitiesGrp/BOYAmt04709361
IRS990/TotalLiabilitiesGrp/EOYAmt04439895
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06724890
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07511249
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02584310
IRS990/TotalProgramServiceRevenueAmt03535378
IRS990/TotalReportableCompFromOrgAmt0337632
IRS990/TotalRevenueGrp/ExclusionAmt01546
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03612631
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03614177
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt011434251
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt011951144
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt02422
IRS990/TravelGrp/ProgramServicesAmt09686
IRS990/TravelGrp/TotalAmt012108

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,951,144
Liabilities
$4,439,895
Net assets
$7,511,249
Revenue
$3,614,177
Expenses
$2,827,818
Net income
$786,359
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.7$0.03$10.6$4.09$3.71$0.38
2023Summary only. Only limited summary data is available for this year.$10.3$0.02$10.3$4.07$3.80$0.26
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.0$0.02$10.0$3.62$3.48$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.88$0.06$9.82$3.42$2.93$0.49
2020Summary only. Only limited summary data is available for this year.$11.4$2.10$9.33$3.14$2.87$0.28
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.0$1.91$9.05$4.62$3.60$1.02
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.8$3.79$8.03$3.86$3.56$0.29
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.9$4.13$7.74$3.34$3.11$0.23
2016Detailed filing. Detailed filing data is available for this year.$12.0$4.44$7.51$3.61$2.83$0.79
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.4$4.71$6.72$3.61$2.76$0.85
2014Detailed filing. Detailed filing data is available for this year.$10.9$5.05$5.87$2.68$2.71$0.04
2013Detailed filing. Detailed filing data is available for this year.$11.3$5.36$5.91$2.79$2.72$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.4$5.58$5.84$2.62
2011Summary only. Only limited summary data is available for this year.$11.4$5.79$5.57$3.09$3.04$0.05