Civic Intelligence

Boilermakers Local 11 Apprenticeship and Training Fund

990EZ • Fiscal year 2023 • EIN 94-3479672

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 19, 2023

PO Box 1286East Helena, MT 59635-1286

(406) 227-7264

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

91st percentile

51%

Higher net margin than 91% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

59th percentile

6.7%

Faster asset growth than 59% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

83rd percentile

60%

Faster revenue growth than 83% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$357,250

Up $22,552 (+6.7%) from 2022

Net Assets

Up

$357,250

Up $22,552 (+6.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$43,928

Up $16,444 (+60%) from 2022

Expenses

Down

$21,376

Down $15,794 (-42%) from 2022

Net Income

Up

$22,552

Up $32,238 (+333%) from 2022

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $60,374Liabilities 2011: $0Net Assets 2011: $60,3742011Assets 2012: $147,488Liabilities 2012: $0Net Assets 2012: $147,4882012Assets 2013: $188,207Liabilities 2013: $0Net Assets 2013: $188,2072013Assets 2014: $183,243Liabilities 2014: $0Net Assets 2014: $183,2432014Assets 2015: $240,606Liabilities 2015: $0Net Assets 2015: $240,6062015Assets 2016: $250,762Liabilities 2016: $0Net Assets 2016: $250,7622016Assets 2017: $200,946Liabilities 2017: $0Net Assets 2017: $200,9462017Assets 2018: $220,327Liabilities 2018: $0Net Assets 2018: $220,3272018Assets 2019: $268,133Liabilities 2019: $0Net Assets 2019: $268,1332019Assets 2020: $261,937Liabilities 2020: $0Net Assets 2020: $261,9372020Assets 2021: $344,384Liabilities 2021: $0Net Assets 2021: $344,3842021Assets 2022: $334,698Liabilities 2022: $0Net Assets 2022: $334,6982022Assets 2023: $357,250Liabilities 2023: $0Net Assets 2023: $357,2502023Assets 2024: $364,130Liabilities 2024: $0Net Assets 2024: $364,1302024Assets 2025: $331,936Liabilities 2025: $0Net Assets 2025: $331,9362025

Highlighted filing

2023

Assets$357,250
Liabilities$0
Net Assets$357,250

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $62,816Expenses 2011: $18,850Net Income 2011: $43,9662011Revenue 2012: $102,370Expenses 2012: $15,256Net Income 2012: $87,1142012Revenue 2013: $65,455Expenses 2013: $24,736Net Income 2013: $40,7192013Revenue 2014: $71,223Expenses 2014: $76,187Net Income 2014: -$4,9642014Revenue 2015: $126,944Expenses 2015: $69,581Net Income 2015: $57,3632015Revenue 2016: $82,975Expenses 2016: $72,819Net Income 2016: $10,1562016Revenue 2017: $123,334Expenses 2017: $98,400Net Income 2017: $24,9342017Revenue 2018: $85,761Expenses 2018: $66,380Net Income 2018: $19,3812018Revenue 2019: $95,469Expenses 2019: $47,663Net Income 2019: $47,8062019Revenue 2020: $25,301Expenses 2020: $31,497Net Income 2020: -$6,1962020Revenue 2021: $94,692Expenses 2021: $12,245Net Income 2021: $82,4472021Revenue 2022: $27,484Expenses 2022: $37,170Net Income 2022: -$9,6862022Revenue 2023: $43,928Expenses 2023: $21,376Net Income 2023: $22,5522023Revenue 2024: $33,449Expenses 2024: $26,569Net Income 2024: $6,8802024Revenue 2025: $52,706Expenses 2025: $84,900Net Income 2025: -$32,1942025

Highlighted filing

2023

Revenue$43,928
Expenses$21,376
Net Income$22,552
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 19, 2023
Return Version
2022v5.0
Gross Receipts
$43,928
Mission and Program Overview

Mission

Provide apprentice training in the boilermaker trades for eligible participants within the apprenticeship area.

Program Services

DescriptionGrantsExpenses
PROVIDE APPRENTICE TRAINING IN THE BOILERMAKER TRADES.$0$21,376
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JASON SMALLTrustee-$0--
JERRY JEFFRIESTrustee-$0--
TOBY VIOLETTTrustee-$0--
AL GRAYTrustee-$0--
STEVE COXCo-Chair-$0--
CLINT PENNYCo-Chair-$0--
Filing and Contact Details

Filer

Filer Name
Boilermakers Local 11 Apprenticeship &
EIN
94-3479672
Phone
4062277264
Address
PO BOX 1286, EAST HELENA, MT 59635-1286

Signing Officer

Name
Clint Penny
Title
Chairman
Phone
4062277264
Signed
2023-10-19
Discuss with paid preparer
Yes

Preparer

Firm
Junkermierclarkcampanellastevenspc
Address
3060 CABERNET DR STE 2, HELENA, MT 59601
Preparer
Alex L Schillinger CPA
Phone
4064426901
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: meetings/travel expenses. Amount: 4,329. Description: insurance. Amount: 2,176. Description: promotional. Amount: 392. Description: training reimbursement. Amount: 2,229. Description: office staff. Amount: 1,875. Description: legal & professional fees. Amount: 3,500. Description: non-reimbursable expense. Amount: 3,275. Total to form 990-ez, line 16: 17,776.

Raw XML Appendix158 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0HEATHER IRELAND
IRS990EZ/BooksInCareOfDetail/PhoneNum04062278757
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1286
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EAST HELENA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059635
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0334698
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0357250
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt022552
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0334698
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0357250
IRS990EZ/GrossReceiptsAmt043928
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt043928
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0334698
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0357250
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0334698
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0357250
IRS990EZ/OccupancyRentUtltsAndMaintAmt03600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JASON SMALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JERRY JEFFRIES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TOBY VIOLETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AL GRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STEVE COX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CLINT PENNY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO-CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CO-CHAIR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt017776
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE APPRENTICE TRAINING IN THE BOILERMAKER TRADES FOR ELIGIBLE PARTICIPANTS WITHIN THE APPRENTICESHIP AREA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE APPRENTICE TRAINING IN THE BOILERMAKER TRADES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt021376
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt021376
IRS990EZ/TotalProgramServiceExpensesAmt021376
IRS990EZ/TotalRevenueAmt043928
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt043928
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt027484
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt094692
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt021796
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt089816
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0277716
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt03505
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt05653
IRS990ScheduleA/OtherIncome170Grp/TotalAmt09158
IRS990ScheduleA/PublicSupportCY170Pct00.96810
IRS990ScheduleA/PublicSupportPY170Pct00.95690
IRS990ScheduleA/PublicSupportTotal170Amt0277716
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt043928
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt027484
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt094692
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt021796
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt089816
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0277716
IRS990ScheduleA/TotalSupportAmt0286874
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MEETINGS/TRAVEL EXPENSES. AMOUNT: 4,329. DESCRIPTION: INSURANCE. AMOUNT: 2,176. DESCRIPTION: PROMOTIONAL. AMOUNT: 392. DESCRIPTION: TRAINING REIMBURSEMENT. AMOUNT: 2,229. DESCRIPTION: OFFICE STAFF. AMOUNT: 1,875. DESCRIPTION: LEGAL & PROFESSIONAL FEES. AMOUNT: 3,500. DESCRIPTION: NON-REIMBURSABLE EXPENSE. AMOUNT: 3,275. TOTAL TO FORM 990-EZ, LINE 16: 17,776.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CLINT PENNY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum04062277264
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BOILERMAKERS LOCAL 11 APPRENTICESHIP &
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRAINING TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BOIL
ReturnHeader/Filer/EIN0943479672
ReturnHeader/Filer/PhoneNum04062277264
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1286
ReturnHeader/Filer/USAddress/CityNm0EAST HELENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd0596351286
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810348775
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JUNKERMIERCLARKCAMPANELLASTEVENSPC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03060 CABERNET DR STE 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HELENA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059601
ReturnHeader/PreparerPersonGrp/PhoneNum04064426901
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALEX L SCHILLINGER CPA
ReturnHeader/ReturnTs02023-11-06T12:23:01-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CLINT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PENNY
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.53$0.85$0.32
2024Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.33$0.27$0.07
2023Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$0.44$0.21$0.23
2022Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$0.27$0.37$0.10
2021Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.95$0.12$0.82
2020Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.25$0.31$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.95$0.48$0.48
2018Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.86$0.66$0.19
2017Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$1.23$0.98$0.25
2016Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.83$0.73$0.10
2015Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$1.27$0.70$0.57
2014Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.71$0.76$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.88$0.00$1.88$0.65$0.25$0.41
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.47$0.00$1.47$1.02$0.15$0.87
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.00$0.60$0.63$0.19$0.44
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • <$500k nonprofits