Civic Intelligence

Agc International Union of Oprtng Engnrs 701 Trng Trust Fund

990 • Fiscal year 2016 • EIN 93-0634959

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 07, 2017

Organization ProfileWWW.OETRAINING.ORG
PO Box 34203Seattle, WA 98124

(206) 441-7574

Siviq Scores

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

Liabilities / Assets

16th percentile

0.01x

Higher debt load relative to assets than 16% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

20th percentile

0.05x

Higher debt load relative to revenue than 20% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

6th percentile

-52%

Higher net margin than 6% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

12th percentile

-8.4%

Faster asset growth than 12% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

47th percentile

1.8%

Faster revenue growth than 47% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets16th percentile

Assets

Down

$6,459,845

Down $593,512 (-8.4%) from 2015

Net Assets

Down

$6,406,389

Down $613,485 (-8.7%) from 2015

Liabilities

Up

$53,456

Up $19,973 (+60%) from 2015

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin6th percentile

Revenue

Up

$1,173,064

Up $20,743 (+1.8%) from 2015

Expenses

Up

$1,777,759

Up $271,046 (+18%) from 2015

Net Income

Down

-$604,695

Down $250,303 (-71%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$15M$10M$5.0M$0Assets 2010: $6,607,498Liabilities 2010: $18,597Net Assets 2010: $6,588,9012010Assets 2011: $7,074,144Liabilities 2011: $26,479Net Assets 2011: $7,047,6652011Assets 2012: $7,105,967Liabilities 2012: $22,673Net Assets 2012: $7,083,2942012Assets 2013: $7,336,473Liabilities 2013: $16,407Net Assets 2013: $7,320,0662013Assets 2014: $7,389,889Liabilities 2014: $46,777Net Assets 2014: $7,343,1122014Assets 2015: $7,053,357Liabilities 2015: $33,483Net Assets 2015: $7,019,8742015Assets 2016: $6,459,845Liabilities 2016: $53,456Net Assets 2016: $6,406,3892016Assets 2017: $6,228,176Liabilities 2017: $24,756Net Assets 2017: $6,203,4202017Assets 2018: $5,986,505Liabilities 2018: $26,893Net Assets 2018: $5,959,6122018Assets 2019: $6,599,117Liabilities 2019: $31,558Net Assets 2019: $6,567,5592019Assets 2020: $7,324,656Liabilities 2020: $48,442Net Assets 2020: $7,276,2142020Assets 2021: $8,383,544Liabilities 2021: $248,208Net Assets 2021: $8,135,3362021Assets 2022: $9,068,662Liabilities 2022: $920,944Net Assets 2022: $8,147,7182022Assets 2023: $9,818,960Liabilities 2023: $805,536Net Assets 2023: $9,013,4242023Assets 2024: $10,362,977Liabilities 2024: $756,565Net Assets 2024: $9,606,4122024

Highlighted filing

2016

Assets$6,459,845
Liabilities$53,456
Net Assets$6,406,389
Open 2016 Filing

Operations Trend

Revenue Growth47th 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: $856,8692010Revenue 2011: $1,325,505Expenses 2011: $818,733Net Income 2011: $506,7722011Expenses 2012: $981,3202012Revenue 2013: $1,030,522Expenses 2013: $981,922Net Income 2013: $48,6002013Revenue 2014: $1,159,430Expenses 2014: $1,109,785Net Income 2014: $49,6452014Revenue 2015: $1,152,321Expenses 2015: $1,506,713Net Income 2015: -$354,3922015Revenue 2016: $1,173,064Expenses 2016: $1,777,759Net Income 2016: -$604,6952016Revenue 2017: $1,355,605Expenses 2017: $1,558,574Net Income 2017: -$202,9692017Revenue 2018: $1,529,814Expenses 2018: $1,597,499Net Income 2018: -$67,6852018Revenue 2019: $1,872,448Expenses 2019: $1,700,536Net Income 2019: $171,9122019Revenue 2020: $2,207,225Expenses 2020: $1,764,004Net Income 2020: $443,2212020Revenue 2021: $2,432,235Expenses 2021: $1,856,728Net Income 2021: $575,5072021Revenue 2022: $3,159,141Expenses 2022: $1,995,337Net Income 2022: $1,163,8042022Revenue 2023: $2,617,489Expenses 2023: $2,296,792Net Income 2023: $320,6972023Revenue 2024: $2,789,548Expenses 2024: $2,565,174Net Income 2024: $224,3742024

Highlighted filing

2016

Revenue$1,173,064
Expenses$1,777,759
Net Income-$604,695
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 7, 2017
Return Version
2016v3.0
Gross Receipts
$1,269,731
Mission and Program Overview

Mission

Provide occupational training benefits for participants

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$7,019,874$6,406,389▼ $613,485
Investments Other Securities$4,764,166$4,371,901▼ $392,265
Land, Buildings, and Equipment, Net$1,911,397$1,719,815▼ $191,582
Accounts Receivable$187,021$122,233▼ $64,788
Savings and Temporary Cash Investments$89,626$101,792▲ $12,166
Cash and Non-Interest-Bearing Accounts$50,020$98,485▲ $48,465
Prepaid Expenses and Deferred Charges$51,127$45,619▼ $5,508
Total Assets$7,053,357$6,459,845▼ $593,512
Liabilities
Accounts Payable and Accrued Expenses$33,483$53,456▲ $19,973
Total Liabilities$33,483$53,456▲ $19,973
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,019,874$6,406,389▼ $613,485
Total Liabilities and Net Assets / Fund Balance$7,053,357$6,459,845▼ $593,512

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,719,815$1,403,299$3,123,114
Other Securities$313,151--
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Darren GlebeTrustee
Dave AlexanderTrustee
Jack MillerTrustee
James AndersonTrustee
James WrightTrustee
John AndersonTrustee
Kyle IzattTrustee
Robert CraneTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,113,357
Investment Income
$59,707
Other Revenue
$0
Change in Net Assets
$-604,695

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,173,064
Revenue Not Reported on Form 990
$-8,790
Total Revenue per Audited Statements
$1,164,274
Total Revenue per Form 990
$1,173,064
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$940,397
Salaries, Compensation, and Employee Benefits$837,362
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$559,965--$559,965
Depreciation Depletion$203,915--$203,915
Fees for Services Legal$178,085--$178,085
Other Employee Benefits$117,231--$117,231
Pension Plan Contributions$100,119--$100,119
Insurance$73,098--$73,098
Payroll Taxes$60,047--$60,047
Occupancy$37,163--$37,163
Fees for Services Accounting$31,852--$31,852
Fees for Services Other$24,702--$24,702
Office Expenses$24,107--$24,107
All Other Expenses$13,737--$13,737
Other Expenses$12,301--$12,301
Travel$11,857--$11,857
Information Technology$1,330--$1,330
Total Functional Expenses$1,777,759$0$0$1,777,759

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,777,759
Total Expenses per Audited Statements$1,777,759
Total Expenses per Form 990$1,777,759
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, Page 6, Part VI, Line 11B

“A draft of form 990 is given to the board of trustees for review prior to filing. Any questions that the chairman has are answered before the return is finalized.”

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

“Trustees are required to disclose to the board of trustees any conclict or potential conflict that arises upon discovery. It is left up to individual trustees to come forward with such information.”

Form 990, Page 6, Part VI, Line 15A

“Trust management personel do not receive compensation.”

Form 990, Page 6, Part VI, Line 15B

“The board of trustees reviews the conpensation of all instructors annually.”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request at the trust office and at guidestar.org.”

Filing and Contact Details

Filer

Filer Name
Agc-iuoe Local 701 Training Trust
EIN
93-0634959
Phone
2064417574
Address
PO BOX 34203, SEATTLE, WA 98124

Signing Officer

Name
James Anderson
Title
Trustee
Phone
2064417574
Signed
2017-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Anderson
Voting Board Members
8
Independent Board Members
8
Employees
13

Preparer

Firm
BJORKLUND & MONTPLAISIR CPA'S
Address
9020 SW WASHINGTON SQ RD SUITE 46, PORTLAND, OR 97223
Preparer
Richard a Layne
Phone
5036436400
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Provide occupational training benefits for participants”

Raw XML AppendixShowing 400 of 917 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt033483
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt053456
IRS990/AccountsReceivableGrp/BOYAmt0187021
IRS990/AccountsReceivableGrp/EOYAmt0122233
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDE OCCUPATIONAL TRAINING BENEFITS FOR PARTICIPANTS
IRS990/AllOtherExpensesGrp/ProgramServicesAmt013737
IRS990/AllOtherExpensesGrp/TotalAmt013737
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0WELFARE AND PENSION ADMIN
IRS990/BooksInCareOfDetail/PhoneNum02064417574
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 34203
IRS990/BooksInCareOfDetail/USAddress/CityNm0SEATTLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd098124
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt050020
IRS990/CashNonInterestBearingGrp/EOYAmt098485
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt059707
IRS990/CYOtherExpensesAmt0940397
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01113357
IRS990/CYRevenuesLessExpensesAmt0-604695
IRS990/CYSalariesCompEmpBnftPaidAmt0837362
IRS990/CYTotalExpensesAmt01777759
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01173064
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0203915
IRS990/DepreciationDepletionGrp/TotalAmt0203915
IRS990/Desc0PROVIDE OCCUPATIONAL TRAINING BENEFITS FOR PARTICIPANTS
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt013
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01777759
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt031852
IRS990/FeesForServicesAccountingGrp/TotalAmt031852
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0178085
IRS990/FeesForServicesLegalGrp/TotalAmt0178085
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt024702
IRS990/FeesForServicesOtherGrp/TotalAmt024702
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
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/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/OfficerInd3X
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/PersonNm0DAVE ALEXANDER
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm2ROBERT CRANE
IRS990/Form990PartVIISectionAGrp/PersonNm3JAMES WRIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm4JACK MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm5JAMES ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm6DARREN GLEBE
IRS990/Form990PartVIISectionAGrp/PersonNm7KYLE IZATT
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/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt027865
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0124532
IRS990/GrossReceiptsAmt01269731
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt08
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt01330
IRS990/InformationTechnologyGrp/TotalAmt01330
IRS990/InsuranceGrp/ProgramServicesAmt073098
IRS990/InsuranceGrp/TotalAmt073098
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt031842
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt031842
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt04764166
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt04371901
IRS990/IRPDocumentCnt080
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01403299
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01911397
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01719815
IRS990/LandBldgEquipCostOrOtherBssAmt03123114
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt096667
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDE OCCUPATIONAL TRAINING BENEFITS FOR PARTICIPANTS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt07019874
IRS990/NetAssetsOrFundBalancesEOYAmt06406389
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt027865
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt027865
IRS990/NetUnrlzdGainsLossesInvstAmt0-8790
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt037163
IRS990/OccupancyGrp/TotalAmt037163
IRS990/OfficeExpensesGrp/ProgramServicesAmt024107
IRS990/OfficeExpensesGrp/TotalAmt024107
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0117231
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0117231
IRS990/OtherExpensesGrp/Desc0STUDENTS ROOM AND BOARD
IRS990/OtherExpensesGrp/Desc1EQUIPMENT REPAIR & MAINT.
IRS990/OtherExpensesGrp/Desc2TRAINING EXPENSES
IRS990/OtherExpensesGrp/Desc3CONSULTANT
IRS990/OtherExpensesGrp/ProgramServicesAmt0149636
IRS990/OtherExpensesGrp/ProgramServicesAmt1141292
IRS990/OtherExpensesGrp/ProgramServicesAmt237322
IRS990/OtherExpensesGrp/ProgramServicesAmt312301
IRS990/OtherExpensesGrp/TotalAmt0149636
IRS990/OtherExpensesGrp/TotalAmt1141292
IRS990/OtherExpensesGrp/TotalAmt237322
IRS990/OtherExpensesGrp/TotalAmt312301
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0559965
IRS990/OtherSalariesAndWagesGrp/TotalAmt0559965
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt060047
IRS990/PayrollTaxesGrp/TotalAmt060047
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0100119
IRS990/PensionPlanContributionsGrp/TotalAmt0100119
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt051127
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt045619
IRS990/PrincipalOfficerNm0JAMES ANDERSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0CONTRIBUTIONS FROM EMPLOYERS
IRS990/ProgramServiceRevenueGrp/Desc1OUTSIDE TRAINING
IRS990/ProgramServiceRevenueGrp/Desc2OTHER
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01059911
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt153259
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2187
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01059911
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt153259
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2187
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PROVIDE OCCUPATIONAL TRAINING BENEFITS FOR PARTICIPANTS
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt079045
IRS990/PYOtherExpensesAmt0781425
IRS990/PYProgramServiceRevenueAmt01073276
IRS990/PYRevenuesLessExpensesAmt0-354392
IRS990/PYSalariesCompEmpBnftPaidAmt0725288
IRS990/PYTotalExpensesAmt01506713
IRS990/PYTotalRevenueAmt01152321
IRS990/ReconcilationRevenueExpnssAmt0-604695
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt07019874
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt06406389
IRS990/SavingsAndTempCashInvstGrp/BOYAmt089626
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0101792
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01059911
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01066558
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0995378
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01024016
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0960727
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05106590
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01750
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0362
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0372
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0537
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0484
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03505
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt053446
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt06718
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt06836
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt05969
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt06254
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt079223
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01750
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0362
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0372
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0537
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0484
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03505
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99930
IRS990ScheduleA/PublicSupportPY509Pct00.99960
IRS990ScheduleA/PublicSupportTotal509Amt05185813
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01113357
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01073276
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01002214
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01029985
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0966981
IRS990ScheduleA/Total509Grp/TotalAmt05185813
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01115107
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01073638
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01002586
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01030522
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0967465
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt05189318
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt01719815
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01403299
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03123114
IRS990ScheduleD/ExpensesSubtotalAmt01777759
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-8790
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt04058750
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1313151
IRS990ScheduleD/OtherSecuritiesGrp/Desc0BLUE ROCK CAPITAL FUND LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc1MONEY MKT FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/RevenueNotReportedAmt0-8790
IRS990ScheduleD/RevenueSubtotalAmt01173064
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01719815
IRS990ScheduleD/TotalBookValueSecuritiesAmt04371901
IRS990ScheduleD/TotalExpensesPerForm990Amt01777759
IRS990ScheduleD/TotalRevenuePerForm990Amt01173064
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01164274
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01777759
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDE OCCUPATIONAL TRAINING BENEFITS FOR PARTICIPANTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT OF FORM 990 IS GIVEN TO THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO FILING. ANY QUESTIONS THAT THE CHAIRMAN HAS ARE ANSWERED BEFORE THE RETURN IS FINALIZED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRUSTEES ARE REQUIRED TO DISCLOSE TO THE BOARD OF TRUSTEES ANY CONCLICT OR POTENTIAL CONFLICT THAT ARISES UPON DISCOVERY. IT IS LEFT UP TO INDIVIDUAL TRUSTEES TO COME FORWARD WITH SUCH INFORMATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRUST MANAGEMENT PERSONEL DO NOT RECEIVE COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF TRUSTEES REVIEWS THE CONPENSATION OF ALL INSTRUCTORS ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE TRUST OFFICE AND AT GUIDESTAR.ORG.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd3false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd4false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd5false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd6false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd7false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd8false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd9false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd11false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd12false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd13false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd14false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd15false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd16false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd17false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd18false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd19false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd20false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd21false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd22false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd23false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd24false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd25false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd26false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd27false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd28false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd29false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd30false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd31false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd32false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd33false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd34false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd35false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd36false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd37false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd38false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd39false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd40false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd41false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd42false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd43false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd44false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd45false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd46false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd47false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd48false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd49false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd50false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd51false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd52false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd53false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd54false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd55false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd56false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd57false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd58false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd59false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd60false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd61false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd62false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd63false

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
$6,459,845
Liabilities
$53,456
Net assets
$6,406,389
Revenue
$1,173,064
Expenses
$1,777,759
Net income
-$604,695
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.4$0.76$9.61$2.79$2.57$0.22
2023Detailed filing. Detailed filing data is available for this year.$9.82$0.81$9.01$2.62$2.30$0.32
2022Detailed filing. Detailed filing data is available for this year.$9.07$0.92$8.15$3.16$2.00$1.16
2021Detailed filing. Detailed filing data is available for this year.$8.38$0.25$8.14$2.43$1.86$0.58
2020Detailed filing. Detailed filing data is available for this year.$7.32$0.05$7.28$2.21$1.76$0.44
2019Detailed filing. Detailed filing data is available for this year.$6.60$0.03$6.57$1.87$1.70$0.17
2018Detailed filing. Detailed filing data is available for this year.$5.99$0.03$5.96$1.53$1.60$0.07
2017Detailed filing. Detailed filing data is available for this year.$6.23$0.02$6.20$1.36$1.56$0.20
2016Detailed filing. Detailed filing data is available for this year.$6.46$0.05$6.41$1.17$1.78$0.60
2015Detailed filing. Detailed filing data is available for this year.$7.05$0.03$7.02$1.15$1.51$0.35
2014Detailed filing. Detailed filing data is available for this year.$7.39$0.05$7.34$1.16$1.11$0.05
2013Detailed filing. Detailed filing data is available for this year.$7.34$0.02$7.32$1.03$0.98$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.11$0.02$7.08$0.98
2011Summary only. Only limited summary data is available for this year.$7.07$0.03$7.05$1.33$0.82$0.51
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.61$0.02$6.59$0.86