Civic Intelligence

Iuoe Local No 158 Charitable Trust

990EZ • Fiscal year 2016 • EIN 02-0599792

Jan 01, 2016 to Dec 31, 2016 • Filed on Feb 22, 2017

Organization ProfileN/A
44 Hannay LaneGlenmont, NY 12077

(518) 431-0600

Siviq Scores

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

Liabilities / Assets

80th percentile

0.00x

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

2016 filings • NTEE T12 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

80th percentile

0.00x

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

2016 filings • NTEE T12 • <$500k nonprofits • Source year 2016

Net Margin

79th percentile

37%

Higher net margin than 79% of similar nonprofits.

2016 filings • NTEE T12 • <$500k nonprofits • Source year 2016

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

2016 filings • NTEE T12 • <$500k nonprofits • Source year 2016

Asset Growth

59th percentile

10%

Faster asset growth than 59% of similar nonprofits.

2016 filings • NTEE T12 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

38th percentile

-5.6%

Faster revenue growth than 38% of similar nonprofits.

2016 filings • NTEE T12 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$107,678

Up $10,200 (+10%) from 2015

Net Assets

Up

$107,678

Up $10,200 (+10%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin79th percentile

Revenue

Down

$27,875

Down $1,640 (-5.6%) from 2015

Expenses

Up

$17,675

Up $4,650 (+36%) from 2015

Net Income

Down

$10,200

Down $6,290 (-38%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$150K$100K$50K$0Assets 2010: $18,807Net Assets 2010: $18,8072010Assets 2011: $23,204Liabilities 2011: $02011Assets 2012: $39,504Net Assets 2012: $39,5042012Assets 2013: $62,734Liabilities 2013: $0Net Assets 2013: $62,7342013Assets 2014: $80,988Liabilities 2014: $0Net Assets 2014: $80,9882014Assets 2015: $97,478Liabilities 2015: $0Net Assets 2015: $97,4782015Assets 2016: $107,678Liabilities 2016: $0Net Assets 2016: $107,6782016Assets 2017: $118,331Liabilities 2017: $0Net Assets 2017: $118,3312017Assets 2018: $136,090Liabilities 2018: $0Net Assets 2018: $136,0902018Assets 2019: $136,254Liabilities 2019: $0Net Assets 2019: $136,2542019Assets 2020: $121,922Liabilities 2020: $0Net Assets 2020: $121,9222020Assets 2021: $134,666Liabilities 2021: $0Net Assets 2021: $134,6662021Assets 2022: $92,093Liabilities 2022: $0Net Assets 2022: $92,0932022Assets 2023: $42,350Liabilities 2023: $0Net Assets 2023: $42,3502023Assets 2024: $51,502Liabilities 2024: $0Net Assets 2024: $51,5022024Assets 2025: $70,024Liabilities 2025: $0Net Assets 2025: $70,0242025

Highlighted filing

2016

Assets$107,678
Liabilities$0
Net Assets$107,678
Open 2016 Filing

Operations Trend

Revenue Growth38th percentile

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

$100K$50K$0-$50KRevenue 2010: $21,662Expenses 2010: $25,153Net Income 2010: -$3,4912010Revenue 2011: $14,157Expenses 2011: $9,760Net Income 2011: $4,3972011Revenue 2012: $22,932Expenses 2012: $6,632Net Income 2012: $16,3002012Revenue 2013: $32,265Expenses 2013: $9,035Net Income 2013: $23,2302013Revenue 2014: $30,504Expenses 2014: $12,250Net Income 2014: $18,2542014Revenue 2015: $29,515Expenses 2015: $13,025Net Income 2015: $16,4902015Revenue 2016: $27,875Expenses 2016: $17,675Net Income 2016: $10,2002016Revenue 2017: $27,918Expenses 2017: $17,265Net Income 2017: $10,6532017Revenue 2018: $39,984Expenses 2018: $22,225Net Income 2018: $17,7592018Revenue 2019: $34,039Expenses 2019: $33,875Net Income 2019: $1642019Revenue 2020: $725Expenses 2020: $15,057Net Income 2020: -$14,3322020Revenue 2021: $43,968Expenses 2021: $31,224Net Income 2021: $12,7442021Revenue 2022: $33,252Expenses 2022: $75,825Net Income 2022: -$42,5732022Revenue 2023: $30,632Expenses 2023: $80,375Net Income 2023: -$49,7432023Revenue 2024: $34,567Expenses 2024: $25,415Net Income 2024: $9,1522024Revenue 2025: $98,328Expenses 2025: $79,806Net Income 2025: $18,5222025

Highlighted filing

2016

Revenue$27,875
Expenses$17,675
Net Income$10,200
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Feb 22, 2017
Return Version
2016v3.0
Gross Receipts
$57,487
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.

Program Services

DescriptionGrantsExpenses
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.$16,100-
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THERON h HOGLETrustee-$0--
DANIEL P HARRIGANTrustee-$0--
DANIEL j MCGRAWTrustee-$0--
DEBORAH SPAULDINGTrustee-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$57,487$29,612-$29,612
Total Events$57,487$29,612$29,612-
Filing and Contact Details

Filer

Filer Name
Iuoe Local No 158 Charitable Trust
EIN
02-0599792
Phone
5184310600
Address
44 HANNAY LANE, GLENMONT, NY 12077

Signing Officer

Name
THERON h HOGLE
Title
Trustee
Signed
2017-02-22
Discuss with paid preparer
Yes

Preparer

Firm
Schultheis & Panettieri LLP
Address
210 Marcus Boulevard, Hauppauge, NY 11788-3740
Preparer
Carol Westfall
Phone
6312734778
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Charitable donations $16100”

Raw XML Appendix146 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0DANIEL MCGRAW
IRS990EZ/BooksInCareOfDetail/PhoneNum05184310600
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GLENMONT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0120774806
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt097478
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0107678
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IRS990EZ/ContributionsGiftsGrantsEtcAmt027875
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010200
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01500
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt029612
IRS990EZ/GrossReceiptsAmt057487
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt097478
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0107678
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt097478
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0THERON h HOGLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DANIEL P HARRIGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DANIEL j MCGRAW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DEBORAH SPAULDING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt016100
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO 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/PrintingPublicationsPostageAmt075
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO 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/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt016100
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt029612
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt017675
IRS990EZ/TotalProgramServiceExpensesAmt016100
IRS990EZ/TotalRevenueAmt027875
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt057487
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt067496
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt059228
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt058875
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt054738
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0297824
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
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IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt057487
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt059228
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt058875
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt054738
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0297824
IRS990ScheduleA/TotalSupportAmt0297824
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt027875
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt027875
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt029612
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Outing
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt013035
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt013035
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt057487
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt057487
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt029612
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt029612
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt02423
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt02423
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt014154
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt014154
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHARITABLE DONATIONS $16100
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THERON h HOGLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IUOE LOCAL NO 158 CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0IUOE
ReturnHeader/Filer/EIN0020599792
ReturnHeader/Filer/PhoneNum05184310600
ReturnHeader/Filer/USAddress/AddressLine1Txt044 HANNAY LANE
ReturnHeader/Filer/USAddress/CityNm0GLENMONT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012077
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Schultheis & Panettieri LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0210 Marcus Boulevard
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Hauppauge
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0117883740
ReturnHeader/PreparerPersonGrp/PhoneNum06312734778
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAROL WESTFALL
ReturnHeader/ReturnTs02017-02-22T13:56:06-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$107,678
Liabilities
$0
Net assets
$107,678
Revenue
$27,875
Expenses
$17,675
Net income
$10,200
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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