Civic Intelligence

Agc International Union of Oprtng Engnrs 701 Trng Trust Fund

990 • Fiscal year 2020 • EIN 93-0634959

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

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.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.02x

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

75th percentile

20%

Higher net margin than 75% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

61st percentile

$146,968

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 6.7% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

61st percentile

11%

Faster asset growth than 61% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

75th percentile

18%

Faster revenue growth than 75% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$7,324,656

Up $725,539 (+11%) from 2019

Net Assets

Up

$7,276,214

Up $708,655 (+11%) from 2019

Liabilities

Up

$48,442

Up $16,884 (+54%) from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin75th percentile

Revenue

Up

$2,207,225

Up $334,777 (+18%) from 2019

Expenses

Up

$1,764,004

Up $63,468 (+3.7%) from 2019

Net Income

Up

$443,221

Up $271,309 (+158%) from 2019

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 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

2020

Assets$7,324,656
Liabilities$48,442
Net Assets$7,276,214
Open 2020 Filing

Operations Trend

Revenue Growth75th 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

2020

Revenue$2,207,225
Expenses$1,764,004
Net Income$443,221
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.0
Gross Receipts
$5,502,274
Mission and Program Overview

Mission

Provide occupational training benefits for participants

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$6,567,559$7,276,214▲ $708,655
Investments in Publicly Traded Securities$3,909,800$4,246,826▲ $337,026
Land, Buildings, and Equipment, Net$1,621,093$1,533,345▼ $87,748
Investments Other Securities$565,610$916,792▲ $351,182
Accounts Receivable$157,662$274,758▲ $117,096
Cash and Non-Interest-Bearing Accounts$189,265$232,039▲ $42,774
Prepaid Expenses and Deferred Charges$68,767$67,075▼ $1,692
Savings and Temporary Cash Investments$86,920$53,821▼ $33,099
Total Assets$6,599,117$7,324,656▲ $725,539
Liabilities
Accounts Payable and Accrued Expenses$31,558$48,442▲ $16,884
Total Liabilities$31,558$48,442▲ $16,884
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,567,559$7,276,214▲ $708,655
Total Liabilities and Net Assets / Fund Balance$6,599,117$7,324,656▲ $725,539

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,533,345$1,940,689$3,474,034
Other Securities$916,792--
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleBaseOtherTotal
Lonnie LandTraining Director$115,000$31,968$146,968

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,969,128
Investment Income
$238,097
Other Revenue
$0
Change in Net Assets
$443,221

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,188,461
Revenue Not Reported on Financial Statements
$18,764
Revenue Not Reported on Form 990
$265,434
Total Revenue per Audited Statements
$2,453,895
Total Revenue per Form 990
$2,207,225
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$913,349
Other Expenses$850,655
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$650,433--$650,433
Depreciation Depletion$280,659--$280,659
Other Employee Benefits$115,710--$115,710
Pension Plan Contributions$96,550--$96,550
Insurance$86,944--$86,944
Payroll Taxes$50,656--$50,656
Office Expenses$33,412--$33,412
Fees for Services Accounting$31,952--$31,952
Fees for Services Other$27,744--$27,744
Occupancy$23,021--$23,021
Fees for Service Investment Mgmnt Fees$18,764--$18,764
Fees for Services Legal$14,806--$14,806
Other Expenses$10,442--$10,442
All Other Expenses$9,356--$9,356
Information Technology$6,334--$6,334
Travel$5,006--$5,006
Total Functional Expenses$1,764,004$0$0$1,764,004

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,764,004
Expenses per Audited Statements$1,745,240
Total Expenses per Audited Statements$1,745,240
Expenses Not Reported on Financial Statements$18,764
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
2021-11-12
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
10300 SW GREENBURG ROAD STE 470, 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 955 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.

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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
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,324,656
Liabilities
$48,442
Net assets
$7,276,214
Revenue
$2,207,225
Expenses
$1,764,004
Net income
$443,221
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