Civic Intelligence

Agc Teamsters Joint Council 37 Training Trust

990 • Fiscal year 2013 • EIN 93-6095992

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 05, 2014

Organization ProfileN/A
PO Box 414897208-4148

(503) 251-2305

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)5 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)5 • <$500k nonprofits • Source year 2013

Net Margin

2nd percentile

-99%

Higher net margin than 2% of similar nonprofits.

2013 filings • 501(c)5 • <$500k nonprofits • Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2013 filings • 501(c)5 • <$500k nonprofits • Source year 2013

Asset Growth

33rd percentile

-3.0%

Faster asset growth than 33% of similar nonprofits.

2013 filings • 501(c)5 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$254,550

Down $7,797 (-3.0%) from 2012

Net Assets

Down

$254,550

Down $7,797 (-3.0%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin2nd percentile

Revenue

$5,793

No earlier filing loaded for comparison.

Expenses

Up

$11,515

Up $2,377 (+26%) from 2012

Net Income

-$5,722

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$300K$200K$100K$0Assets 2010: $226,794Liabilities 2010: $0Net Assets 2010: $226,7942010Assets 2011: $263,198Liabilities 2011: $0Net Assets 2011: $263,1982011Assets 2012: $262,347Liabilities 2012: $0Net Assets 2012: $262,3472012Assets 2013: $254,550Liabilities 2013: $0Net Assets 2013: $254,5502013Assets 2014: $252,608Liabilities 2014: $1,800Net Assets 2014: $250,8082014Assets 2015: $247,547Net Assets 2015: $247,5472015Assets 2016: $246,525Liabilities 2016: $50Net Assets 2016: $246,4752016Assets 2017: $231,881Net Assets 2017: $231,8812017Assets 2018: $231,059Net Assets 2018: $231,0592018Assets 2019: $233,059Net Assets 2019: $231,9082019Assets 2020: $223,784Net Assets 2020: $223,7842020Assets 2021: $207,917Net Assets 2021: $207,9172021Assets 2022: $0Net Assets 2022: $02022

Highlighted filing

2013

Assets$254,550
Liabilities$0
Net Assets$254,550
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20K-$40KExpenses 2010: $24,4112010Expenses 2011: $8,8282011Expenses 2012: $9,1382012Revenue 2013: $5,793Expenses 2013: $11,515Net Income 2013: -$5,7222013Revenue 2014: $5,776Expenses 2014: $8,457Net Income 2014: -$2,6812014Revenue 2015: $7,867Expenses 2015: $8,657Net Income 2015: -$7902015Revenue 2016: $7,338Expenses 2016: $5,446Net Income 2016: $1,8922016Revenue 2017: $2,922Expenses 2017: $17,516Net Income 2017: -$14,5942017Revenue 2018: $5,530Expenses 2018: $6,352Net Income 2018: -$8222018Revenue 2019: $5,906Expenses 2019: $5,057Net Income 2019: $8492019Revenue 2020: $2,420Expenses 2020: $11,695Net Income 2020: -$9,2752020Revenue 2021: $46Expenses 2021: $15,913Net Income 2021: -$15,8672021Revenue 2022: $2,082Expenses 2022: $34,236Net Income 2022: -$32,1542022

Highlighted filing

2013

Revenue$5,793
Expenses$11,515
Net Income-$5,722
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 5, 2014
Return Version
2013v3.1
Gross Receipts
$5,793
Mission and Program Overview

Mission

The organization provides job training in the operation of heavy construction vehicles.

To provide job training for participating members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$228,489$229,201▲ $712
Cash and Non-Interest-Bearing Accounts$33,858$25,349▼ $8,509
Total Assets$262,347$254,550▼ $7,797
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$262,347$254,550▼ $7,797
Total Net Assets Fund Balance$262,347$254,550▼ $7,797
Total Liabilities and Net Assets / Fund Balance$262,347$254,550▼ $7,797
Compensation and Service Providers
Top Officer Pay46th percentile

Board Members and Trustees

NameTitle
Bob HuntTrustee
Jerry StuartTrustee
Larry ThompsonTrustee
Tony AndrewsTrustee
Tony UrbanekTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,865
Investment Income
$3,928
Other Revenue
$0
Change in Net Assets
$-5,722
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$11,515
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$5,000-$5,000
Insurance-$2,773-$2,773
Fees for Services Management-$2,600-$2,600
Fees for Service Investment Mgmnt Fees-$1,142-$1,142
Total Functional Expenses$0$11,515$0$11,515
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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

“For 990 is reviewed by a trustee prior to filing. It is made available for review by the entire board at the next scheduled board meeting.”

Form 990, Page 6, Part VI, Line 19

“Form 990 is provided upon written request.”

Filing and Contact Details

Filer

EIN
93-6095992
Phone
5032512305

Signing Officer

Name
Tony Andrews
Title
Trustee
Phone
5032512305
Signed
2014-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tony Andrews
Legal Domicile
Or
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Preparer
David C Chvatal CPA
Phone
5032446333
Raw XML Appendix243 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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IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE JOB TRAINING FOR PARTICIPATING MEMBERS.
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10WILLIAM C EARHART CO INC
IRS990/BooksInCareOfDetail/PhoneNum05035351432
IRS990/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 4148
IRS990/BooksInCareOfDetail/USAddress/City0PORTLAND
IRS990/BooksInCareOfDetail/USAddress/State0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCode0972084148
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IRS990/CreditCounselingInd0false
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IRS990/CYRevenuesLessExpensesAmt0-5722
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IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
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IRS990/Desc0THE ORGANIZATION PROVIDES JOB TRAINING TO DRIVE HEAVY TRUCKS USED IN THE CONSTRUCTION INDUSTRY. AT PRESENT, THERE ARE NO ENROLLED APPRENTICES.
IRS990/DescribedInSection501c3Ind0false
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
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IRS990/Form990PartVIISectionAGrp/PersonNm1TONY URBANEK
IRS990/Form990PartVIISectionAGrp/PersonNm2BOB HUNT
IRS990/Form990PartVIISectionAGrp/PersonNm3JERRY STUART
IRS990/Form990PartVIISectionAGrp/PersonNm4TONY ANDREWS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt034
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt034
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IRS990/GroupReturnForAffiliatesInd0false
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IRS990/IndependentVotingMemberCnt04
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02773
IRS990/InsuranceGrp/TotalAmt02773
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03894
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0228489
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0229201
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OR
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE JOB TRAINING FOR PARTICIPATING MEMBERS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0262347
IRS990/NetAssetsOrFundBalancesEOYAmt0254550
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt034
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt034
IRS990/NetUnrlzdGainsLossesInvstAmt0-2075
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0TONY ANDREWS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01865
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01865
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0-2113
IRS990/PYOtherExpensesAmt09138
IRS990/PYProgramServiceRevenueAmt02125
IRS990/PYRevenuesLessExpensesAmt0-9126
IRS990/PYTotalExpensesAmt09138
IRS990/PYTotalRevenueAmt012
IRS990/ReconcilationRevenueExpnssAmt0-5722
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FOR 990 IS REVIEWED BY A TRUSTEE PRIOR TO FILING. IT IS MADE AVAILABLE FOR REVIEW BY THE ENTIRE BOARD AT THE NEXT SCHEDULED BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS PROVIDED UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
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IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalEmployeeCnt00
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IRS990/VotingMembersIndependentCnt04
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum05032512305
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine10AGC TEAMSTERS JOINT COUNCIL
ReturnHeader/Filer/BusinessName/BusinessNameLine2037 TRAINING TRUST
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ReturnHeader/Filer/EIN0936095992
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102427 SW VERMONT ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OR
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ReturnHeader/PreparerPersonGrp/PhoneNum05032446333
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID C CHVATAL CPA
ReturnHeader/ReturnTs02014-11-07T18:27:52-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$254,550
Liabilities
$0
Net assets
$254,550
Revenue
$5,793
Expenses
$11,515
Net income
-$5,722
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.02$0.34$0.32
2021Detailed filing. Detailed filing data is available for this year.$2.08$2.08$0.00$0.16$0.16
2020Detailed filing. Detailed filing data is available for this year.$2.24$2.24$0.02$0.12$0.09
2019Detailed filing. Detailed filing data is available for this year.$2.33$2.32$0.06$0.05$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.31$2.31$0.06$0.06$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.32$2.32$0.03$0.18$0.15
2016Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.46$0.07$0.05$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.48$2.48$0.08$0.09$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.53$0.02$2.51$0.06$0.08$0.03
2013Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.06$0.12$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.62$0.00$2.62$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.63$0.00$2.63$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.27$0.00$2.27$0.24