Civic Intelligence

Agc International Union of Oprtng Engnrs 701 Trng Trust Fund

990 • Fiscal year 2019 • EIN 93-0634959

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 10, 2020

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

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

14th percentile

0.02x

Higher debt load relative to revenue than 14% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

65th percentile

9.2%

Higher net margin than 65% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

58th percentile

$140,130

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 7.5% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

69th percentile

10%

Faster asset growth than 69% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

79th percentile

22%

Faster revenue growth than 79% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$6,599,117

Up $612,612 (+10%) from 2018

Net Assets

Up

$6,567,559

Up $607,947 (+10%) from 2018

Liabilities

Up

$31,558

Up $4,665 (+17%) from 2018

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin65th percentile

Revenue

Up

$1,872,448

Up $342,634 (+22%) from 2018

Expenses

Up

$1,700,536

Up $103,037 (+6.4%) from 2018

Net Income

Up

$171,912

Up $239,597 (+354%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth69th 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

2019

Assets$6,599,117
Liabilities$31,558
Net Assets$6,567,559
Open 2019 Filing

Operations Trend

Revenue Growth79th 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

2019

Revenue$1,872,448
Expenses$1,700,536
Net Income$171,912
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 10, 2020
Return Version
2019v5.0
Gross Receipts
$4,518,099
Mission and Program Overview

Mission

Provide occupational training benefits for participants

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$5,959,612$6,567,559▲ $607,947
Investments in Publicly Traded Securities$3,229,218$3,909,800▲ $680,582
Land, Buildings, and Equipment, Net$1,553,404$1,621,093▲ $67,689
Investments Other Securities$734,460$565,610▼ $168,850
Cash and Non-Interest-Bearing Accounts$154,137$189,265▲ $35,128
Accounts Receivable$138,257$157,662▲ $19,405
Savings and Temporary Cash Investments$112,770$86,920▼ $25,850
Prepaid Expenses and Deferred Charges$64,259$68,767▲ $4,508
Total Assets$5,986,505$6,599,117▲ $612,612
Liabilities
Accounts Payable and Accrued Expenses$26,893$31,558▲ $4,665
Total Liabilities$26,893$31,558▲ $4,665
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,959,612$6,567,559▲ $607,947
Total Liabilities and Net Assets / Fund Balance$5,986,505$6,599,117▲ $612,612

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,621,093$1,826,448$3,447,541
Other Securities$565,610--
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lonnie LandTraining DirectorFT$109,202$30,928$140,130

Board Members and Trustees

NameTitle
Bob TimmonsTrustee
Jack MillerTrustee
James AndersonTrustee
John AndersonTrustee
Kyle IzattTrustee
Ron LeeTrustee
Ryan McdonaldTrustee
Scott AndersonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$269,747
Program Service Revenue
$1,433,015
Investment Income
$169,686
Other Revenue
$0
Change in Net Assets
$171,912

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,851,909
Revenue Not Reported on Financial Statements
$20,539
Revenue Not Reported on Form 990
$436,035
Total Revenue per Audited Statements
$2,287,944
Total Revenue per Form 990
$1,872,448
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$882,410
Other Expenses$818,126
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$604,058--$604,058
Depreciation Depletion$245,998--$245,998
Other Employee Benefits$111,607--$111,607
Pension Plan Contributions$94,042--$94,042
Insurance$83,553--$83,553
Payroll Taxes$72,703--$72,703
Office Expenses$35,779--$35,779
Fees for Services Accounting$31,952--$31,952
Other Expenses$24,264--$24,264
Occupancy$22,761--$22,761
Fees for Service Investment Mgmnt Fees$20,539--$20,539
All Other Expenses$19,140--$19,140
Fees for Services Other$19,069--$19,069
Fees for Services Legal$18,444--$18,444
Travel$7,161--$7,161
Information Technology$4,462--$4,462
Total Functional Expenses$1,700,536$0$0$1,700,536

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,700,536
Expenses per Audited Statements$1,679,997
Total Expenses per Audited Statements$1,679,997
Expenses Not Reported on Financial Statements$20,539
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 35% controlled entity
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
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
2020-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Anderson
Voting Board Members
8
Independent Board Members
8
Employees
14

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 977 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/BOYAmt026893
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt031558
IRS990/AccountsReceivableGrp/BOYAmt0138257
IRS990/AccountsReceivableGrp/EOYAmt0157662
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDE OCCUPATIONAL TRAINING BENEFITS FOR PARTICIPANTS
IRS990/AllOtherExpensesGrp/ProgramServicesAmt019140
IRS990/AllOtherExpensesGrp/TotalAmt019140
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/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0154137
IRS990/CashNonInterestBearingGrp/EOYAmt0189265
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0269747
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0169686
IRS990/CYOtherExpensesAmt0818126
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01433015
IRS990/CYRevenuesLessExpensesAmt0171912
IRS990/CYSalariesCompEmpBnftPaidAmt0882410
IRS990/CYTotalExpensesAmt01700536
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01872448
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0245998
IRS990/DepreciationDepletionGrp/TotalAmt0245998
IRS990/Desc0PROVIDE OCCUPATIONAL TRAINING BENEFITS FOR PARTICIPANTS
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt014
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01700536
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt031952
IRS990/FeesForServicesAccountingGrp/TotalAmt031952
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt018444
IRS990/FeesForServicesLegalGrp/TotalAmt018444
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt019069
IRS990/FeesForServicesOtherGrp/TotalAmt019069
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt020539
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt020539
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
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/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
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/OtherCompensationAmt030928
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/PersonNm0LONNIE LAND
IRS990/Form990PartVIISectionAGrp/PersonNm1JAMES ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm3SCOTT ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm4KYLE IZATT
IRS990/Form990PartVIISectionAGrp/PersonNm5RON LEE
IRS990/Form990PartVIISectionAGrp/PersonNm6RYAN MCDONALD
IRS990/Form990PartVIISectionAGrp/PersonNm7JACK MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm8BOB TIMMONS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0109202
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
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/TitleTxt0TRAINING DIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt013078
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02658729
IRS990/GrossReceiptsAmt04518099
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt04462
IRS990/InformationTechnologyGrp/TotalAmt04462
IRS990/InsuranceGrp/ProgramServicesAmt083553
IRS990/InsuranceGrp/TotalAmt083553
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0156608
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0156608
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0734460
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0565610
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03229218
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03909800
IRS990/IRPDocumentCnt085
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01826448
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01553404
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01621093
IRS990/LandBldgEquipCostOrOtherBssAmt03447541
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02645651
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/NetAssetsOrFundBalancesBOYAmt05959612
IRS990/NetAssetsOrFundBalancesEOYAmt06567559
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt013078
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt013078
IRS990/NetUnrlzdGainsLossesInvstAmt0436035
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt022761
IRS990/OccupancyGrp/TotalAmt022761
IRS990/OfficeExpensesGrp/ProgramServicesAmt035779
IRS990/OfficeExpensesGrp/TotalAmt035779
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0111607
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0111607
IRS990/OtherExpensesGrp/Desc0STUDENTS ROOM AND BOARD
IRS990/OtherExpensesGrp/Desc1EQUIPMENT REPAIR & MAINT.
IRS990/OtherExpensesGrp/Desc2TRAINING EXPENSES
IRS990/OtherExpensesGrp/Desc3CONSULTANT
IRS990/OtherExpensesGrp/ProgramServicesAmt0137734
IRS990/OtherExpensesGrp/ProgramServicesAmt190960
IRS990/OtherExpensesGrp/ProgramServicesAmt256310
IRS990/OtherExpensesGrp/ProgramServicesAmt324264
IRS990/OtherExpensesGrp/TotalAmt0137734
IRS990/OtherExpensesGrp/TotalAmt190960
IRS990/OtherExpensesGrp/TotalAmt256310
IRS990/OtherExpensesGrp/TotalAmt324264
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0604058
IRS990/OtherSalariesAndWagesGrp/TotalAmt0604058
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt072703
IRS990/PayrollTaxesGrp/TotalAmt072703
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt094042
IRS990/PensionPlanContributionsGrp/TotalAmt094042
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt064259
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt068767
IRS990/PrincipalOfficerNm0JAMES ANDERSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0CONTRIBUTIONS FROM EMPLOYERS
IRS990/ProgramServiceRevenueGrp/Desc1OUTSIDE TRAINING
IRS990/ProgramServiceRevenueGrp/Desc2SCRAP SALE AND OTHER
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01397416
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt134765
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2834
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01397416
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt134765
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2834
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PROVIDE OCCUPATIONAL TRAINING BENEFITS FOR PARTICIPANTS
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0173881
IRS990/PYOtherExpensesAmt0747816
IRS990/PYProgramServiceRevenueAmt01355933
IRS990/PYRevenuesLessExpensesAmt0-67685
IRS990/PYSalariesCompEmpBnftPaidAmt0849683
IRS990/PYTotalExpensesAmt01597499
IRS990/PYTotalRevenueAmt01529814
IRS990/ReconcilationRevenueExpnssAmt0171912
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt0269747
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt05959612
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt06567559
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0112770
IRS990/SavingsAndTempCashInvstGrp/EOYAmt086920
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01667163
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01335896
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01239855
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01059911
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01066558
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06369383
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0605721
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0-2242
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt029574
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt038435
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0362
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0671850
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt035599
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt020037
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt086176
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt053446
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt06718
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0201976
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0605721
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0-2242
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt029574
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt038435
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0362
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0671850
IRS990ScheduleA/InvestmentIncomeCYPct00.09000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.90720
IRS990ScheduleA/PublicSupportPY509Pct00.98880
IRS990ScheduleA/PublicSupportTotal509Amt06571359
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01702762
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01355933
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01326031
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01113357
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01073276
IRS990ScheduleA/Total509Grp/TotalAmt06571359
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02308483
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01353691
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01355605
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01151792
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01073638
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt07243209
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt01621093
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01826448
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03447541
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt020539
IRS990ScheduleD/ExpensesSubtotalAmt01679997
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt020539
IRS990ScheduleD/InvestmentExpensesNotIncldAmt020539
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0436035
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0565610
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MONEY MKT FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0436035
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt020539
IRS990ScheduleD/RevenueSubtotalAmt01851909
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01621093
IRS990ScheduleD/TotalBookValueSecuritiesAmt0565610
IRS990ScheduleD/TotalExpensesPerForm990Amt01700536
IRS990ScheduleD/TotalRevenuePerForm990Amt01872448
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02287944
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01679997
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,599,117
Liabilities
$31,558
Net assets
$6,567,559
Revenue
$1,872,448
Expenses
$1,700,536
Net income
$171,912
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