Amalgamated Cleaning Dyeing & Related Industries Trust

990 • Fiscal year 2013 • EIN 04-2017582

Oct 01, 2012 to Sep 30, 2013 • Filed on Dec 18, 2013

Organization Profile N/A

33 Harrison AvenueBoston, MA 02111

Siviq Scores

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

0.00x

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

2013 filings • 501(c)9 • <$500k nonprofits • Source year 2013

0.00x

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

2013 filings • 501(c)9 • <$500k nonprofits • Source year 2013

55%

Higher net margin than 91% of similar nonprofits.

2013 filings • 501(c)9 • <$500k nonprofits • Source year 2013

No value available

This filing does not contain officer compensation rows.

Source year 2013

18%

Faster asset growth than 80% of similar nonprofits.

2013 filings • 501(c)9 • <$500k nonprofits • Annualized from 2012 to 2013

20%

Faster revenue growth than 81% of similar nonprofits.

2013 filings • 501(c)9 • <$500k nonprofits • Annualized from 2010 to 2013

Balance Sheet

Liabilities / Assets58th percentile

Assets

$438,250

Up $65,385 (+18%) from 2012

Net Assets

$438,250

Up $65,385 (+18%) from 2012

Liabilities

Flat

Flat from 2012

Revenue And Expenses

Liabilities / Revenue60th percentile Net Margin91st percentile

Revenue

$118,579

No earlier filing loaded for comparison.

Expenses

Down

$53,194

Down $2,246 (-4.1%) from 2012

Net Income

$65,385

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

Highlighted filing

2013

Assets$438,250

Liabilities$0

Net Assets$438,250

Open 2013 Filing

Operations Trend

Revenue Growth81st percentile

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

Highlighted filing

2013

Revenue$118,579

Expenses$53,194

Net Income$65,385

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Oct 1, 2012 to Sep 30, 2013
Signed: Dec 18, 2013
Return Version: 2012v2.0
Gross Receipts: $173,432

Mission and Program Overview

Mission

Provide for vision & dental benefits to participants and their dependents.

Filing and Contact Details

Filer

EIN: 04-2017582

Raw XML Appendix266 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/ActivitiesConductedPartnership	0	false
IRS990/ActivityOrMissionDescription	0	PROVIDE FOR VISION & LIFE BENEFITS
IRS990/AddressPrincipalOfficerUS/AddressLine1	0	33 HARRISON AVENUE
IRS990/AddressPrincipalOfficerUS/City	0	BOSTON
IRS990/AddressPrincipalOfficerUS/State	0	MA
IRS990/AddressPrincipalOfficerUS/ZIPCode	0	02111
IRS990/AuditCommittee	0	false
IRS990/BenefitsPaidToMembersCY	0	43035
IRS990/BenefitsPaidToMembersPriorYear	0	46292
IRS990/BenefitsToMembers/ProgramServices	0	43035
IRS990/BenefitsToMembers/Total	0	43035
IRS990/BsnssRltnshpThruFamilyMember	0	false
IRS990/BsnssRltnshpWithOrganization	0	false
IRS990/CashNonInterestBearing/BOY	0	27559
IRS990/CashNonInterestBearing/EOY	0	23311
IRS990/ChangesToOrganizingDocs	0	false
IRS990/CollectionsOfArt	0	false
IRS990/CompensationFromOtherSources	0	false
IRS990/CompensationProcessCEO	0	false
IRS990/CompensationProcessOther	0	false
IRS990/ConflictOfInterestPolicy	0	false
IRS990/ConservationEasements	0	false
IRS990/ConsolidatedAuditFinancialStmt	0	false
IRS990/ContributionsGrantsCurrentYear	0	85269
IRS990/ContributionsGrantsPriorYear	0	74095
IRS990/CreditCounseling	0	false
IRS990/DecisionsSubjectToApproval	0	false
IRS990/DeductibleContributionsOfArt	0	false
IRS990/DeductibleNonCashContributions	0	false
IRS990/DelegationOfManagementDuties	0	false
IRS990/DescribedIn501C3	0	false
IRS990/Description	0	THE TRUST PROVIDES VISION CARE BENEFITS COVERING EMPLOYEES AND THEIR ELIGIBLE DEPENDENTS. THEIR ARE APPROXIMATELY 6030 PARTICIPATING EMPLOYEES. DEATH BENEFITS PROVIDED TO 4 MEMBERS.
IRS990/DisregardedEntity	0	false
IRS990/DocumentRetentionPolicy	0	false
IRS990/DonorAdvisedFunds	0	false
IRS990/DoNotFollowSFAS117	0	X
IRS990/ElectionOfBoardMembers	0	false
IRS990/ExcessBenefitTransaction	0	false
IRS990/Expense	0	53194
IRS990/FamilyOrBusinessRelationship	0	false
IRS990/FederalGrantAuditRequired	0	false
IRS990/ForeignActivities	0	false
IRS990/ForeignFinancialAccount	0	false
IRS990/ForeignOffice	0	false
IRS990/Form8282PropertyDisposedOf	0	false
IRS990/Form990PartVIISectionA/AverageHoursPerWeek	0	1.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek	1	1.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek	2	1.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector	0	X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector	1	X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector	2	X
IRS990/Form990PartVIISectionA/NamePerson	0	ANDREW PRESS
IRS990/Form990PartVIISectionA/NamePerson	1	WARREN PEPICELLI
IRS990/Form990PartVIISectionA/NamePerson	2	RICHARD MOTTA
IRS990/Form990PartVIISectionA/OtherCompensation	0	0
IRS990/Form990PartVIISectionA/OtherCompensation	1	0
IRS990/Form990PartVIISectionA/OtherCompensation	2	0
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization	0	0
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization	1	0
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization	2	0
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs	0	0
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs	1	0
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs	2	0
IRS990/Form990PartVIISectionA/Title	0	TRUSTEE
IRS990/Form990PartVIISectionA/Title	1	TRUSTEE
IRS990/Form990PartVIISectionA/Title	2	TRUSTEE
IRS990/Form990ProvidedToGoverningBody	0	false
IRS990/FormersListed	0	false
IRS990/FSAudited	0	true
IRS990/FSAuditedBasis/FinancialStatementSeparate	0	X
IRS990/FundraisingActivities	0	false
IRS990/FundsToPayPremiums	0	false
IRS990/GainOrLoss/Securities	0	5467
IRS990/Gaming	0	false
IRS990/GrantsAndSimilarAmntsCY	0	0
IRS990/GrantsToIndividuals	0	false
IRS990/GrantsToOrganizations	0	false
IRS990/GrantToRelatedPerson	0	false
IRS990/GrossAmountSalesAssets/Securities	0	60320
IRS990/GrossReceipts	0	173432
IRS990/GroupReturnForAffiliates	0	false
IRS990/Hospital	0	false
IRS990/IndependentAuditFinancialStmt	0	true
IRS990/IndoorTanningServices	0	false
IRS990/InfoInScheduleOPartVI	0	X
IRS990/InvestmentIncomeCurrentYear	0	13799
IRS990/InvestmentIncomePriorYear	0	14976
IRS990/InvestmentIncome/TotalRevenueColumn	0	8332
IRS990/InvestmentInJointVenture	0	false
IRS990/InvestmentsPubTradedSecurities/BOY	0	345306
IRS990/InvestmentsPubTradedSecurities/EOY	0	414939
IRS990/LessCostOthBasisSalesExpenses/Securities	0	54853
IRS990/LoanToOfficerOrDQP	0	false
IRS990/LobbyingActivities	0	false
IRS990/LocalChapters	0	false
IRS990/MaterialDiversionOrMisuse	0	false
IRS990/MembershipDues	0	85269
IRS990/MembersOrStockholders	0	false
IRS990/MethodOfAccountingCash	0	X
IRS990/MinutesOfCommittees	0	true
IRS990/MinutesOfGoverningBody	0	true
IRS990/MissionDescription	0	PROVIDE FOR VISION & LIFE BENEFITS
IRS990/MoreThan5000KToIndividuals	0	false
IRS990/MoreThan5000KToOrganizations	0	false
IRS990/NameOfPrincipalOfficerPerson	0	WARREN PEPICELLI
IRS990/NbrIndependentVotingMembers	0	1
IRS990/NbrVotingGoverningBodyMembers	0	3
IRS990/NbrVotingMembersGoverningBody	0	3
IRS990/NetAssetsOrFundBalancesBOY	0	372865
IRS990/NetAssetsOrFundBalancesEOY	0	438250
IRS990/NetGainOrLossInvestments/RelatedOrExemptFunctionIncome	0	5467
IRS990/NetGainOrLossInvestments/TotalRevenueColumn	0	5467
IRS990/NoListedPersonsCompensated	0	X
IRS990/NonDeductibleContributions	0	false
IRS990/NumberFormsTransmittedWith1096	0	0
IRS990/NumberIndependentVotingMembers	0	1
IRS990/NumberOfEmployees	0	0
IRS990/NumberW2GIncluded	0	0
IRS990/OfficerEntityWithBsnssRltnshp	0	false
IRS990/OfficerMailingAddress	0	false
IRS990/Organization501c	0	X
IRS990/OtherExpensePriorYear	0	9148
IRS990/OtherExpensesCurrentYear	0	10159
IRS990/OtherExpenses/Description	0	INVESTMENT ADVISORY FEES
IRS990/OtherExpenses/Description	1	INSURANCE
IRS990/OtherExpenses/Description	2	PROFESSIONAL FEES
IRS990/OtherExpenses/Description	3	MISCELLANEOUS EXPENSE
IRS990/OtherExpenses/Fundraising	0	0
IRS990/OtherExpenses/Fundraising	1	0
IRS990/OtherExpenses/Fundraising	2	0
IRS990/OtherExpenses/Fundraising	3	0
IRS990/OtherExpenses/ManagementAndGeneral	0	0
IRS990/OtherExpenses/ManagementAndGeneral	1	0
IRS990/OtherExpenses/ManagementAndGeneral	2	0
IRS990/OtherExpenses/ManagementAndGeneral	3	0
IRS990/OtherExpenses/ProgramServices	0	3677
IRS990/OtherExpenses/ProgramServices	1	2979
IRS990/OtherExpenses/ProgramServices	2	3400
IRS990/OtherExpenses/ProgramServices	3	103
IRS990/OtherExpenses/Total	0	3677
IRS990/OtherExpenses/Total	1	2979
IRS990/OtherExpenses/Total	2	3400
IRS990/OtherExpenses/Total	3	103
IRS990/OtherRevenueCurrentYear	0	19511
IRS990/OtherRevenueMisc/BusinessCode	0	900099
IRS990/OtherRevenueMisc/Description	0	APPRECIATED VALUE IN FAIR VALUE OF INVESTMENTS
IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome	0	19511
IRS990/OtherRevenueMisc/TotalRevenueColumn	0	19511
IRS990/OtherRevenuePriorYear	0	26131
IRS990/PartialLiquidation	0	false
IRS990/PoliticalActivities	0	false
IRS990/PremiumsPaid	0	false
IRS990/PriorExcessBenefitTransaction	0	false
IRS990/ProfessionalFundraising	0	false
IRS990/ProgramServiceRevenueCY	0	0
IRS990/ProhibitedTaxShelterTrans	0	false
IRS990/QuidProQuoContributions	0	false
IRS990/ReconcilationRevenueExpenses	0	65385
IRS990/RelatedEntity	0	false
IRS990/RelatedOrgControlledEntity	0	false
IRS990/ReportFin48Footnote	0	false
IRS990/ReportInvestOthSecurities	0	false
IRS990/ReportLandBldgEquip	0	false
IRS990/ReportOtherAssets	0	false
IRS990/ReportOtherLiabilities	0	false
IRS990/ReportProgRelInvest	0	false
IRS990/RetainedEarningsEndowmentEtc/BOY	0	372865
IRS990/RetainedEarningsEndowmentEtc/EOY	0	438250
IRS990/Revenue	0	87927
IRS990/RevenuesLessExpensesCY	0	65385
IRS990/RevenuesLessExpensesPriorYear	0	59762
IRS990/SalariesEtcCurrentYear	0	0
IRS990/ScheduleBRequired	0	false
IRS990ScheduleD/ExpensesSubtotal	0	53194
IRS990ScheduleD/RevenueSubtotal	0	118579
IRS990ScheduleD/TotalExpensesPerForm990	0	53194
IRS990ScheduleD/TotalRevenuePerForm990	0	118579
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt	0	53194
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt	0	118579
IRS990/ScheduleJRequired	0	false
IRS990ScheduleO/GeneralExplanation/Explanation	0	THE TRUSTS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS
IRS990ScheduleO/GeneralExplanation/Explanation	1	WILL BE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation	2	990 IS REVIEWED BY SOME OF THE TRUSTEES WITH THE AUDITOR.
IRS990ScheduleO/GeneralExplanation/Identifier	0	Pt VI, Line 19
IRS990ScheduleO/GeneralExplanation/Identifier	1	Pt VI, Line 11b
IRS990/ScheduleORequired	0	true
IRS990/School	0	false
IRS990/SignificantChange	0	false
IRS990/SignificantNewProgramServices	0	false
IRS990/StateLegalDomicile	0	MA
IRS990/SubjectToProxyTax	0	false
IRS990/TaxablePartyNotification	0	false
IRS990/TaxExemptBonds	0	false
IRS990/Terminated	0	false
IRS990/TermOrPermanentEndowments	0	false
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine1	0	33 HARRISON AVENUE 4TH FLOOR
IRS990/TheBooksAreInCareOf/AddressUS/City	0	BOSTON
IRS990/TheBooksAreInCareOf/AddressUS/State	0	MA
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode	0	02111
IRS990/TheBooksAreInCareOf/NamePerson	0	WARREN PEPICELLI
IRS990/TheBooksAreInCareOf/TelephoneNumber	0	5089972931
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IRS990/TotalAssetsBOY	0	372865
IRS990/TotalAssets/EOY	0	438250
IRS990/TotalAssetsEOY	0	438250
IRS990/TotalCompGT150K	0	false
IRS990/TotalContributions	0	85269
IRS990/TotalExpensesCurrentYear	0	53194
IRS990/TotalExpensesPriorYear	0	55440
IRS990/TotalFunctionalExpenses/Fundraising	0	0
IRS990/TotalFunctionalExpenses/ManagementAndGeneral	0	0
IRS990/TotalFunctionalExpenses/ProgramServices	0	53194
IRS990/TotalFunctionalExpenses/Total	0	53194
IRS990/TotalFundrsngExpCurrentYear	0	0
IRS990/TotalGrossUBI	0	0
IRS990/TotalLiabilities/BOY	0	0
IRS990/TotalLiabilities/EOY	0	0
IRS990/TotalLiabilitiesEOY	0	0
IRS990/TotalLiabNetAssetsFundBalances/BOY	0	372865
IRS990/TotalLiabNetAssetsFundBalances/EOY	0	438250
IRS990/TotalNbrEmployees	0	0
IRS990/TotalNbrVolunteers	0	0
IRS990/TotalNetAssetsFundBalances/BOY	0	372865
IRS990/TotalNetAssetsFundBalances/EOY	0	438250
IRS990/TotalOtherRevenue	0	19511
IRS990/TotalProfFundrsngExpCY	0	0
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IRS990/TotalRevenuePriorYear	0	115202
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome	0	33310
IRS990/TotalRevenue/TotalRevenueColumn	0	118579
IRS990/TransactionRelatedEntity	0	false
IRS990/TypeOfOrganizationCorporation	0	X
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IRS990/UponRequest	0	X
IRS990/WebSite	0	N/A
IRS990/WhistleblowerPolicy	0	false
IRS990/YearFormation	0	1958
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/Filer/EIN	0	042017582
ReturnHeader/Filer/Name/BusinessNameLine1	0	AMALGAMATED CLEANING DYEING & RELATED INDUSTRIES TRUST
ReturnHeader/Filer/NameControl	0	AMAL
ReturnHeader/Filer/Phone	0	6174261515
ReturnHeader/Filer/USAddress/AddressLine1	0	33 HARRISON AVENUE
ReturnHeader/Filer/USAddress/City	0	BOSTON
ReturnHeader/Filer/USAddress/State	0	MA
ReturnHeader/Filer/USAddress/ZIPCode	0	02111
ReturnHeader/Officer/AuthorizeThirdParty	0	true
ReturnHeader/Officer/DateSigned	0	2013-12-18
ReturnHeader/Officer/Name	0	WARREN PEPICELLI
ReturnHeader/Officer/Phone	0	6174261515
ReturnHeader/Officer/Title	0	TRUSTEE
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	OREFICE & CALIRI CPA'S
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	1445 WAMPANOAG TRAIL SUITE 117
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	EAST PROVIDENCE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	RI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	029151000
ReturnHeader/Preparer/Name	0	ROBERT A CALIRI
ReturnHeader/Preparer/Phone	0	4014333636
ReturnHeader/Preparer/SelfEmployed	0	X
ReturnHeader/ReturnType	0	990
ReturnHeader/TaxPeriodBeginDate	0	2012-10-01
ReturnHeader/TaxPeriodEndDate	0	2013-09-30
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2014-01-21T08:46:52-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing

Assets: $438,250
Liabilities: $0
Net assets: $438,250
Revenue: $118,579
Expenses: $53,194
Net income: $65,385

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.	$2.64	$0.00	$2.64	$1.72	$1.41	$0.31
2023Detailed filing. Detailed filing data is available for this year.	$2.19	$0.00	$2.19	$1.53	$1.29	$0.23
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.84	$0.00	$1.84	$1.24	$0.74	$0.50
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.	$1.52	$0.00	$1.52	$0.83	$0.56	$0.27
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.	$1.13	$0.00	$1.13	$0.85	$0.63	$0.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.87	$0.00	$0.87	$0.83	$0.68	$0.16
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.68	$0.00	$0.68	$0.78	$0.71	$0.07
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.59	$0.00	$0.59	$0.75	$0.69	$0.06
2016Detailed filing. Detailed filing data is available for this year.	$0.50	$0.00	$0.50	$0.51	$0.51	$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.48	$0.00	$0.48	$0.29	$0.26	$0.03
2014Detailed filing. Detailed filing data is available for this year.	$0.50	$0.00	$0.50	$0.10	$0.06	$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.44	$0.00	$0.44	$0.12	$0.05	$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.37	$0.00	$0.37		$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.31	$0.00	$0.31		$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.32		$0.32	$0.07	$0.04	$0.03