Montana Carpenters Joint Apprenticeship & Training Trust Fu
EIN: 816028543 · Bothell, WA
| Metric | Value |
|---|---|
| Total Revenue | $822K |
| Total Expenses | $413K |
| Net Assets | $855K |
Is Montana Carpenters Joint Apprenticeship & Training Trust Fu Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Montana Carpenters Joint Apprenticeship & Training Trust Fu
Montana Carpenters Joint Apprenticeship & Training Trust Fu (EIN: 816028543) is a nonprofit organization based in Bothell, WA. The organization reported total revenue of $822K and total assets of $646K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Montana Carpenters Joint Apprenticeship & Training Trust Fu's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Montana Carpenters Joint Apprenticeship & Training Trust Fu is a small nonprofit that has been operating for 53 years, with 11 years of IRS 990 filings on record (2011–2021). Revenue has grown at a compound annual rate of 0.2%.
Key Financial Metrics (2021)
From the most recent IRS 990 filing on record:
| Total Revenue | $479K |
| Total Expenses | $413K |
| Surplus / Deficit | +$66K |
| Total Assets | $878K |
| Total Liabilities | $23K |
| Net Assets | $855K |
| Operating Margin | 13.8% |
| Debt-to-Asset Ratio | 2.6% |
| Months of Reserves | 25.5 months |
Financial Health Grade: A
In 2021, Montana Carpenters Joint Apprenticeship & Training Trust Fu reported a surplus of $66K with revenue exceeding expenses, holds 25.5 months of operating reserves (strong position), has a debt-to-asset ratio of 2.6% (very low leverage).
Financial Trends
Over 11 years of filings (2011–2021), Montana Carpenters Joint Apprenticeship & Training Trust Fu's revenue has grown at a compound annual growth rate (CAGR) of 0.2%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2021 | +2.3% | +5.0% | +5.8% |
| 2020 | +42.3% | +1.6% | +13.7% |
| 2019 | +19.4% | -25.9% | -10.3% |
| 2018 | +9.2% | +62.4% | -20.4% |
| 2017 | -2.1% | +4.5% | -7.9% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 3000 |
| IRS Ruling Date | 1973 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Montana Carpenters Joint Apprenticeship & Training Trust Fu has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Montana Carpenters Joint Apprenticeship & Training Trust Fu with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2021)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $66K, with revenue exceeding expenses.
- Debt-to-asset ratio: 2.6%.
Frequently Asked Questions about Montana Carpenters Joint Apprenticeship & Training Trust Fu
Is Montana Carpenters Joint Apprenticeship & Training Trust Fu a legitimate charity?
Montana Carpenters Joint Apprenticeship & Training Trust Fu (EIN: 816028543) is a registered tax-exempt nonprofit based in Washington. It has 11 years of IRS 990 filings on record. Total revenue: $822K. No red flags identified. Financial health grade: A.
How does Montana Carpenters Joint Apprenticeship & Training Trust Fu spend its money?
Montana Carpenters Joint Apprenticeship & Training Trust Fu reported $822K in total revenue in IRS 990 filings. 11 years of filing data available. Revenue exceeded expenses in the most recent year. Review the full spending breakdown on NonprofitSpending.
Are donations to Montana Carpenters Joint Apprenticeship & Training Trust Fu tax-deductible?
Montana Carpenters Joint Apprenticeship & Training Trust Fu is registered as a tax-exempt nonprofit (EIN: 816028543). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Montana Carpenters Joint Apprenticeship & Training Trust Fu located?
Montana Carpenters Joint Apprenticeship & Training Trust Fu is headquartered in Bothell, Washington and files with the IRS under EIN 816028543.
How many years of IRS 990 filings does Montana Carpenters Joint Apprenticeship & Training Trust Fu have?
Montana Carpenters Joint Apprenticeship & Training Trust Fu has 11 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $822K in total revenue.
Filing History
IRS 990 filing history for Montana Carpenters Joint Apprenticeship & Training Trust Fu showing financial trends over 11 years of public records:
Over 11 years of IRS 990 filings (2011–2021), Montana Carpenters Joint Apprenticeship & Training Trust Fu's revenue has grown by 1.9%, moving from $470K to $479K. Total assets decreased by 11.8% over the same period, from $996K to $878K. Total functional expenses rose by 47.7%, from $280K to $413K. In its most recent filing year (2021), Montana Carpenters Joint Apprenticeship & Training Trust Fu reported a surplus of $66K, with revenue exceeding expenses. The organization holds $23K in liabilities against $878K in assets (debt-to-asset ratio: 2.6%), resulting in net assets of $855K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2021 | $479K | $413K | $878K | $23K | — | View 990 |
| 2020 | $469K | $393K | $831K | $46K | — | — |
| 2019 | $329K | $387K | $731K | $23K | — | View 990 |
| 2018 | $276K | $523K | $815K | $47K | — | View 990 |
| 2017 | $253K | $322K | $1.0M | $12K | — | View 990 |
| 2016 | $258K | $308K | $1.1M | $49K | — | View 990 |
| 2015 | $234K | $264K | $1.1M | $13K | — | View 990 |
| 2014 | $216K | $242K | $999K | $11K | — | View 990 |
| 2013 | $211K | $206K | $1.0M | $11K | — | View 990 |
| 2012 | $267K | $245K | $1.0M | $633 | — | View 990 |
| 2011 | $470K | $280K | $996K | $4K | — | View 990 |
Year-by-Year Financial Summary
- 2021: Revenue of $479K, expenses of $413K, and assets of $878K (revenue +2.3% year-over-year).
- 2020: Revenue of $469K, expenses of $393K, and assets of $831K (revenue +42.3% year-over-year).
- 2019: Revenue of $329K, expenses of $387K, and assets of $731K (revenue +19.4% year-over-year).
- 2018: Revenue of $276K, expenses of $523K, and assets of $815K (revenue +9.2% year-over-year).
- 2017: Revenue of $253K, expenses of $322K, and assets of $1.0M (revenue -2.1% year-over-year).
- 2016: Revenue of $258K, expenses of $308K, and assets of $1.1M (revenue +10.4% year-over-year).
- 2015: Revenue of $234K, expenses of $264K, and assets of $1.1M (revenue +8.1% year-over-year).
- 2014: Revenue of $216K, expenses of $242K, and assets of $999K (revenue +2.5% year-over-year).
- 2013: Revenue of $211K, expenses of $206K, and assets of $1.0M (revenue -21.0% year-over-year).
- 2012: Revenue of $267K, expenses of $245K, and assets of $1.0M (revenue -43.2% year-over-year).
- 2011: Revenue of $470K, expenses of $280K, and assets of $996K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Montana Carpenters Joint Apprenticeship & Training Trust Fu:
Data Sources and Methodology
This transparency report for Montana Carpenters Joint Apprenticeship & Training Trust Fu is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.