Iuoe Local No 158 Charitable Trust

990EZ • Fiscal year 2012 • EIN 02-0599792

Jan 01, 2012 to Dec 31, 2012 • Filed on Mar 22, 2013

Organization Profile N/A

44 Hannay Lane12077

Siviq Scores

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

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2012

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

71%

Higher net margin than 84% of similar nonprofits.

2012 filings • NTEE T • <$500k nonprofits • Source year 2012

No value available

This filing does not contain officer compensation rows.

Source year 2012

70%

Faster asset growth than 89% of similar nonprofits.

2012 filings • NTEE T • <$500k nonprofits • Annualized from 2011 to 2012

62%

Faster revenue growth than 80% of similar nonprofits.

2012 filings • NTEE T • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet

Liabilities / AssetsScore unavailable

Assets

$39,504

Up $16,300 (+70%) from 2011

Net Assets

$39,504

No earlier filing loaded for comparison.

Liabilities

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / RevenueScore unavailable Net Margin84th percentile

Revenue

$22,932

Up $8,775 (+62%) from 2011

Expenses

Down

$6,632

Down $3,128 (-32%) from 2011

Net Income

$16,300

Up $11,903 (+271%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

Highlighted filing

2012

Assets$39,504

Liabilities-

Net Assets$39,504

Open 2012 Filing

Operations Trend

Revenue Growth80th percentile

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

Highlighted filing

2012

Revenue$22,932

Expenses$6,632

Net Income$16,300

Open 2012 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2012 to Dec 31, 2012
Signed: Mar 22, 2013
Return Version: 2012v2.0

Mission and Program Overview

Mission

To provide charitable donations to private and public individuals and organizations for purposes that are beneficial to public interest which include, but are not limited to relief of the poor, distressed and or underprivileged; advancement of education or science; lessening of neighborhood tensions; elimination of prejudice and discrimination; defense of human and civil rights secured by law; and combating community deterioration and juvenile delinquency.

Filing and Contact Details

Filer

EIN: 02-0599792

Raw XML Appendix164 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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IRS990EZ/NetAssetsOrFundBalancesEOY	0	39504
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	1	0
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	4	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	0	RICHARD ROSS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	1	DEBORAH SPAULDING
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	2	DANIEL MCGRAW
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	3	DANIEL P HARRIGAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	4	THERON HOGLE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	0	Trustee
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	1	Trustee
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	2	Trustee
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	3	TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	4	TRUSTEE
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IRS990EZ/OtherExpensesTotal	0	5500
IRS990EZ/PartVIAHghstPaidCntrctProfSer	0	NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl	0	NONE
IRS990EZ/PrimaryExemptPurpose	0	TO PROVIDE CHARITABLE DONATIONS TO PRIVATE AND PUBLIC INDIVIDUALS AND ORGANIZATIONS FOR PURPOSES THAT ARE BENEFICIAL TO PUBLIC INTEREST WHICH INCLUDE, BUT ARE NOT LIMITED TO RELIEF OF THE POOR, DISTRESSED AND OR UNDERPRIVILEGED; ADVANCEMENT OF EDUCATION OR SCIENCE; LESSENING OF NEIGHBORHOOD TENSIONS; ELIMINATION OF PREJUDICE AND DISCRIMINATION; DEFENSE OF HUMAN AND CIVIL RIGHTS SECURED BY LAW; AND COMBATING COMMUNITY DETERIORATION AND JUVENILE DELINQUENCY.
IRS990EZ/PrintingPublicationsPostage	0	132
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IRS990EZ/ProhibitedTaxShelterTrans	0	false
IRS990EZ/RelatedOrgControlledEntity	0	false
IRS990EZ/RelatedOrgSection527Org	0	false
IRS990EZ/ScheduleBNotRequired	0	X
IRS990EZ/SpecialEventsDirectExpenses	0	31806
IRS990EZ/SubjectToProxyTax	0	false
IRS990EZ/TanningServicesProvided	0	false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1	0	44 HANNAY LANE
IRS990EZ/TheBooksAreInCareOf/AddressUS/City	0	GLENMONT
IRS990EZ/TheBooksAreInCareOf/AddressUS/State	0	NY
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode	0	12077
IRS990EZ/TheBooksAreInCareOf/NamePerson	0	DANIEL MCGRAW
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber	0	5184310600
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IRS990EZ/TotalAssets/EOY	0	39504
IRS990EZ/TotalExpenses	0	6632
IRS990EZ/TotalRevenue	0	22932
IRS990EZ/TransactionWithControlEntity	0	false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg	0	false
IRS990EZ/WebSite	0	N/A
IRS990ScheduleA/AmtsFromSubstContributors/Total	0	0
IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total	0	0
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear	0	22932
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year	0	14157
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years	0	25990
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years	0	24565
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years	0	17315
IRS990ScheduleA/GiftsGrantsContribReceived509/Total	0	104959
IRS990ScheduleA/GrossInvestmentIncome509/Total	0	0
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear	0	31806
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year	0	3084
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total	0	34890
IRS990ScheduleA/GrossReceiptsFromNonUBI/Total	0	0
IRS990ScheduleA/InvestmentIncomePercentage	0	0.00000
IRS990ScheduleA/NetIncomeFromOtherUBI/Total	0	0
IRS990ScheduleA/OtherIncome509/Total	0	0
IRS990ScheduleA/Post1975UBTI/Total	0	0
IRS990ScheduleA/PriorYearSupportPercentage	0	1.00000
IRS990ScheduleA/PubliclySupportedOrg509a2	0	X
IRS990ScheduleA/PublicSupportPercentage509	0	1.00000
IRS990ScheduleA/PublicSupportTotal509	0	139849
IRS990ScheduleA/TaxRevLeviedForOrgBenefit509/Total	0	0
IRS990ScheduleA/ThirtyThreePercntTestsCY509	0	X
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IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years	0	24565
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years	0	17315
IRS990ScheduleA/TotalSupportTotal/Total	0	139849
IRS990ScheduleA/ValueOfSvcsFcltsFurnishdByGovt/Total	0	0
IRS990ScheduleG/EventsInformation/CharitableContributionsEvent1	0	22932
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IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents	0	31806
IRS990ScheduleG/EventsInformation/EntertainmentEvent1	0	535
IRS990ScheduleG/EventsInformation/EntertainmentTotalEvents	0	535
IRS990ScheduleG/EventsInformation/FoodAndBeverageEvent1	0	6257
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IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent1	0	2893
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IRS990ScheduleG/EventsInformation/RentFacilityCostsEvent1	0	16698
IRS990ScheduleG/EventsInformation/RentFacilityCostsTotalEvents	0	16698
IRS990ScheduleO/GeneralExplanation/Explanation	0	CHARITABLE DONATIONS $5500
IRS990ScheduleO/GeneralExplanation/Identifier	0	Form 990-EZ, Part I, Line 16.1
IRS990ScheduleO/GeneralExplanation/ReturnReference	0	Other Expenses.1
ReturnHeader/BuildTS	0	2016-02-25 16:41:14Z
ReturnHeader/Filer/EIN	0	020599792
ReturnHeader/Filer/Name/BusinessNameLine1	0	IUOE LOCAL NO 158 CHARITABLE TRUST
ReturnHeader/Filer/NameControl	0	IUOE
ReturnHeader/Filer/Phone	0	5184310600
ReturnHeader/Filer/USAddress/AddressLine1	0	44 HANNAY LANE
ReturnHeader/Filer/USAddress/City	0	GLENMONT
ReturnHeader/Filer/USAddress/State	0	NY
ReturnHeader/Filer/USAddress/ZIPCode	0	12077
ReturnHeader/Officer/AuthorizeThirdParty	0	true
ReturnHeader/Officer/DateSigned	0	2013-03-22
ReturnHeader/Officer/Name	0	DANIEL MCGRAW
ReturnHeader/Officer/Title	0	Trustee
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	Schultheis & Panettieri LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	210 Marcus Boulevard
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	Hauppauge
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	117883740
ReturnHeader/Preparer/Name	0	SCHULTHEIS PANETTIERI LLP
ReturnHeader/Preparer/Phone	0	6312734778
ReturnHeader/ReturnType	0	990EZ
ReturnHeader/TaxPeriodBeginDate	0	2012-01-01
ReturnHeader/TaxPeriodEndDate	0	2012-12-31
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2013-03-22T13:17:36-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing

Assets: $39,504
Liabilities: -
Net assets: $39,504
Revenue: $22,932
Expenses: $6,632
Net income: $16,300

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$0.70	$0.00	$0.70	$0.98	$0.80	$0.19
2024Detailed filing. Detailed filing data is available for this year.	$0.52	$0.00	$0.52	$0.35	$0.25	$0.09
2023Detailed filing. Detailed filing data is available for this year.	$0.42	$0.00	$0.42	$0.31	$0.80	$0.50
2022Detailed filing. Detailed filing data is available for this year.	$0.92	$0.00	$0.92	$0.33	$0.76	$0.43
2021Detailed filing. Detailed filing data is available for this year.	$1.35	$0.00	$1.35	$0.44	$0.31	$0.13
2020Detailed filing. Detailed filing data is available for this year.	$1.22	$0.00	$1.22	$0.01	$0.15	$0.14
2019Detailed filing. Detailed filing data is available for this year.	$1.36	$0.00	$1.36	$0.34	$0.34	$0.00
2018Detailed filing. Detailed filing data is available for this year.	$1.36	$0.00	$1.36	$0.40	$0.22	$0.18
2017Detailed filing. Detailed filing data is available for this year.	$1.18	$0.00	$1.18	$0.28	$0.17	$0.11
2016Detailed filing. Detailed filing data is available for this year.	$1.08	$0.00	$1.08	$0.28	$0.18	$0.10
2015Detailed filing. Detailed filing data is available for this year.	$0.97	$0.00	$0.97	$0.30	$0.13	$0.16
2014Detailed filing. Detailed filing data is available for this year.	$0.81	$0.00	$0.81	$0.31	$0.12	$0.18
2013Detailed filing. Detailed filing data is available for this year.	$0.63	$0.00	$0.63	$0.32	$0.09	$0.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.40		$0.40	$0.23	$0.07	$0.16
2011Summary only. Only limited summary data is available for this year.	$0.23	$0.00		$0.14	$0.10	$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.19		$0.19	$0.22	$0.25	$0.03