Civic Intelligence

New England Carpenters Vacation Savings Fund

990 • Fiscal year 2013 • EIN 04-3322721

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 24, 2014

Organization ProfileWWW.CARPENTERSFUND.ORG

View Organization Page

350 Fordham RoadWilmington, MA 01887

(978) 694-1000

Siviq Scores

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

Liabilities / Assets

39th percentile

0.01x

Higher debt load relative to assets than 39% of similar nonprofits.

2013 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

28th percentile

0.00x

Higher debt load relative to revenue than 28% of similar nonprofits.

2013 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2013

Net Margin

52nd percentile

3.7%

Higher net margin than 52% of similar nonprofits.

2013 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

95th percentile

$380,561

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2013 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2013

Asset Growth

78th percentile

17%

Faster asset growth than 78% of similar nonprofits.

2013 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$2,428,519

Up $356,583 (+17%) from 2012

Net Assets

Up

$2,408,926

Up $358,556 (+17%) from 2012

Liabilities

Down

$19,593

Down $1,973 (-9.1%) from 2012

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin52nd percentile

Revenue

$9,778,206

No earlier filing loaded for comparison.

Expenses

Up

$9,419,650

Up $1,803,197 (+24%) from 2012

Net Income

$358,556

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $2,088,679Liabilities 2010: $34,032Net Assets 2010: $2,054,6472010Assets 2011: $2,032,241Liabilities 2011: $43,281Net Assets 2011: $1,988,9602011Assets 2012: $2,071,936Liabilities 2012: $21,566Net Assets 2012: $2,050,3702012Assets 2013: $2,428,519Liabilities 2013: $19,593Net Assets 2013: $2,408,9262013Assets 2014: $2,910,531Liabilities 2014: $48,017Net Assets 2014: $2,862,5142014Assets 2015: $3,638,653Liabilities 2015: $28,612Net Assets 2015: $3,610,0412015Assets 2016: $3,358,952Liabilities 2016: $25,094Net Assets 2016: $3,333,8582016Assets 2017: $4,085,836Liabilities 2017: $31,805Net Assets 2017: $4,054,0312017Assets 2018: $4,700,397Liabilities 2018: $12,764Net Assets 2018: $4,687,6332018Assets 2019: $5,059,927Liabilities 2019: $22,672Net Assets 2019: $5,037,2552019Assets 2020: $4,832,216Liabilities 2020: $27,526Net Assets 2020: $4,804,6902020Assets 2021: $5,812,734Liabilities 2021: $29,060Net Assets 2021: $5,783,6742021Assets 2022: $5,997,624Liabilities 2022: $25,154Net Assets 2022: $5,972,4702022Assets 2023: $6,108,318Liabilities 2023: $50,252Net Assets 2023: $6,058,0662023Assets 2024: $5,804,382Liabilities 2024: $53,305Net Assets 2024: $5,751,0772024

Highlighted filing

2013

Assets$2,428,519
Liabilities$19,593
Net Assets$2,408,926
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30M$20M$10M$0-$10MExpenses 2010: $7,445,5412010Expenses 2011: $7,608,3942011Expenses 2012: $7,616,4532012Revenue 2013: $9,778,206Expenses 2013: $9,419,650Net Income 2013: $358,5562013Revenue 2014: $10,575,884Expenses 2014: $10,122,296Net Income 2014: $453,5882014Revenue 2015: $14,045,556Expenses 2015: $13,298,029Net Income 2015: $747,5272015Revenue 2016: $13,647,257Expenses 2016: $13,923,440Net Income 2016: -$276,1832016Revenue 2017: $14,511,453Expenses 2017: $13,791,280Net Income 2017: $720,1732017Revenue 2018: $17,940,942Expenses 2018: $17,826,682Net Income 2018: $114,2602018Revenue 2019: $19,382,843Expenses 2019: $19,033,221Net Income 2019: $349,6222019Revenue 2020: $16,536,198Expenses 2020: $16,768,763Net Income 2020: -$232,5652020Revenue 2021: $20,849,073Expenses 2021: $19,870,089Net Income 2021: $978,9842021Revenue 2022: $23,282,520Expenses 2022: $23,093,724Net Income 2022: $188,7962022Revenue 2023: $23,875,050Expenses 2023: $23,789,454Net Income 2023: $85,5962023Revenue 2024: $23,107,926Expenses 2024: $23,414,915Net Income 2024: -$306,9892024

Highlighted filing

2013

Revenue$9,778,206
Expenses$9,419,650
Net Income$358,556
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 24, 2014
Return Version
2013v3.0
Gross Receipts
$9,778,206
Mission and Program Overview

Mission

To provide participants with vacation benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,050,370$2,408,926▲ $358,556
Cash and Non-Interest-Bearing Accounts$1,200,315$1,460,445▲ $260,130
Accounts Receivable$869,329$965,782▲ $96,453
Prepaid Expenses and Deferred Charges$2,292$2,292→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,071,936$2,428,519▲ $356,583
Liabilities
Accounts Payable and Accrued Expenses$21,566$19,593▼ $1,973
Total Liabilities$21,566$19,593▼ $1,973
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,050,370$2,408,926▲ $358,556
Total Liabilities and Net Assets / Fund Balance$2,071,936$2,428,519▲ $356,583
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Todd SawyerHighly Compensated EmployeePT$145,914$145,914

Board Members and Trustees

NameTitle
Mark LerlichChairman
Harry R DowExecutive Director
Brian RichardsonTrustee
Bryan BouchardTrustee
C Joseph WilliamsTrustee
Gary DecostaTrustee
George AllenTrustee
George BidgoodTrustee
Jack DonahueTrustee
Jason GarandTrustee
John DarginTrustee
John MurphyTrustee
Joseph Gangi JrTrustee
Michael ShaughnessyTrustee
Rick BracciaTrustee
THOMAS O'CONNOR IIITrustee
Thomas J GunningTrustee
William SheaTrustee
Joel ConnerHighly Compensated Employee
Suzanne SmithHighly Compensated Employee
Thomas SteevesSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,767,280
Investment Income
$10,926
Other Revenue
$0
Change in Net Assets
$358,556

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,778,206
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$9,778,206
Total Revenue per Form 990
$9,778,206
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$84,319
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$9,335,331
Office Expenses---$16,909
Fees for Services Accounting---$9,862
Information Technology---$7,900
Insurance---$5,750
Other Expenses---$1,978
Total Functional Expenses$0$0$0$9,419,650

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$9,421,683
Expenses per Audited Statements$9,419,650
Total Expenses per Form 990$9,419,650
Expenses Not Reported on Form 990$2,033
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“Union trustees are appointed by the union regional council. The employer trustees are appointed by the employer group.”

Form 990, Part VI, Section B, Line 11

“The form 990 is reviewed and approved by the fund's management, including the executive director, controller and accounting manager before the form is filed.”

Form 990, Part VI, Section B, Line 15

“Part vi, section c, line 19: external salary surveys are used for all management and non-collectively bargained employees.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available upon request.”

Filing and Contact Details

Filer

EIN
04-3322721
Phone
9786941000

Signing Officer

Name
Jeffrey W Werner
Title
Executive Director
Phone
9786941000
Signed
2014-07-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey W Werner
Formed
1996
Legal Domicile
Ma
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
0

Preparer

Preparer
Craig D Winters CPA
Phone
6103582000
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“There have been no changes made during the year.”

Financial Statement Notes

PART X, LINE 2:

“As of january 1, 2009, the plan adopted topic 740 - income taxes and accordingly determined that no provision for income taxes was deemed necessary in the plan's financial statements.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Change in vacation benefits payable 2033.”

Raw XML AppendixShowing 400 of 1,023 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/Desc0THE EXEMPT PURPOSE OF THE NEW ENGLAND CARPENTERS VACATION SAVINGS FUND IS TO PROVIDE VACATION BENEFITS TO THE PARTICIPANTS. MONIES ARE WITHHELD FROM PARTICIPANTS WAGES AND REMITTED TO THE FUND BY THE EMPLOYERS, AND ARE THEN DISTRIBUTED AS VACATION BENEFITS. THIS IS ESSENTIALLY THE ONLY PROGRAM SERVICE OF THE ORGANIZATION AND ALL OF THE REVENUES AND EXPENSES ARE CONSIDERED TO BE FOR THIS PURPOSE.
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IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt20HIGHLY COMPENSATED EMPLOYEE
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IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt09778206
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt07900
IRS990/InsuranceGrp/TotalAmt05750
IRS990/InvestmentIncomeGrp/ExclusionAmt010926
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt010926
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE PARTICIPANTS WITH VACATION BENEFITS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02050370
IRS990/NetAssetsOrFundBalancesEOYAmt02408926
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt016909
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE FEE
IRS990/OtherExpensesGrp/Desc1BANK CHARGES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS OTHER
IRS990/OtherExpensesGrp/TotalAmt038632
IRS990/OtherExpensesGrp/TotalAmt13288
IRS990/OtherExpensesGrp/TotalAmt21978
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02292
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02292
IRS990/PrincipalOfficerNm0JEFFREY W WERNER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0PARTICIPANT CONTRIBUTI
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt09767280
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt09767280
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt07549223
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt011760
IRS990/PYOtherExpensesAmt067230
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt07666103
IRS990/PYRevenuesLessExpensesAmt061410
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt07616453
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07677863
IRS990/ReconcilationRevenueExpnssAmt0358556
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02050370
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02408926
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt02033
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt09419650
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesIncludedAmt02033
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt09778206
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0AS OF JANUARY 1, 2009, THE PLAN ADOPTED TOPIC 740 - INCOME TAXES AND ACCORDINGLY DETERMINED THAT NO PROVISION FOR INCOME TAXES WAS DEEMED NECESSARY IN THE PLAN'S FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN VACATION BENEFITS PAYABLE 2033.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt09419650
IRS990ScheduleD/TotalRevenuePerForm990Amt09778206
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt09778206
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt09421683
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0338934
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1132919
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2106981
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt026280
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt128172
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt226768
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt015347
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt116509
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt216509
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0HARRY R DOW
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1SUZANNE SMITH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2JOEL CONNER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1HIGHLY COMPENSATED EMPLOYEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2HIGHLY COMPENSATED EMPLOYEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0380561
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1177600
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2150258
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0HARRY R. DOW PARTICIPATED IN A NON-QUALIFIED DEFERRED COMPENSATION PLAN.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 4B
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UNION TRUSTEES ARE APPOINTED BY THE UNION REGIONAL COUNCIL. THE EMPLOYER TRUSTEES ARE APPOINTED BY THE EMPLOYER GROUP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED AND APPROVED BY THE FUND'S MANAGEMENT, INCLUDING THE EXECUTIVE DIRECTOR, CONTROLLER AND ACCOUNTING MANAGER BEFORE THE FORM IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PART VI, SECTION C, LINE 19: EXTERNAL SALARY SURVEYS ARE USED FOR ALL MANAGEMENT AND NON-COLLECTIVELY BARGAINED EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THERE HAVE BEEN NO CHANGES MADE DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine10A & A WINDOW PRODUCTS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine11A & J WINDOW INC

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,428,519
Liabilities
$19,593
Net assets
$2,408,926
Revenue
$9,778,206
Expenses
$9,419,650
Net income
$358,556
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.80$0.05$5.75$23.1$23.4$0.31
2023Detailed filing. Detailed filing data is available for this year.$6.11$0.05$6.06$23.9$23.8$0.09
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.00$0.03$5.97$23.3$23.1$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.81$0.03$5.78$20.8$19.9$0.98
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.83$0.03$4.80$16.5$16.8$0.23
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.06$0.02$5.04$19.4$19.0$0.35
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.70$0.01$4.69$17.9$17.8$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.09$0.03$4.05$14.5$13.8$0.72
2016Detailed filing. Detailed filing data is available for this year.$3.36$0.03$3.33$13.6$13.9$0.28
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.64$0.03$3.61$14.0$13.3$0.75
2014Detailed filing. Detailed filing data is available for this year.$2.91$0.05$2.86$10.6$10.1$0.45
2013Detailed filing. Detailed filing data is available for this year.$2.43$0.02$2.41$9.78$9.42$0.36
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.07$0.02$2.05$7.62
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.03$0.04$1.99$7.61
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.09$0.03$2.05$7.45