Liabilities / Assets
85th percentile
Higher debt load relative to assets than 85% of similar nonprofits.
Iuoe Local 877 Apprentice Training & Skill Improvement Fund
990EZ • Fiscal year 2021 • EIN 04-6849959
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.06x
Liabilities / Revenue
88th percentile
Higher debt load relative to revenue than 88% of similar nonprofits.
Net Margin
72nd percentile
Higher net margin than 72% of similar nonprofits.
Top Officer Pay
46th percentile
Higher top officer pay than 46% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
70th percentile
Faster asset growth than 70% of similar nonprofits.
Revenue Growth
91st percentile
Faster revenue growth than 91% of similar nonprofits.
Balance Sheet
Assets
Up$196,410
Up $26,512 (+16%) from 2020
Net Assets
Up$183,700
Up $29,441 (+19%) from 2020
Liabilities
Down$12,710
Down $2,929 (-19%) from 2020
Revenue And Expenses
Revenue
Up$134,389
Up $39,602 (+42%) from 2020
Expenses
Down$104,948
Down $24,349 (-19%) from 2020
Net Income
Up$29,441
Up $63,951 (+185%) from 2020
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jun 1, 2020 to May 31, 2021
- Signed
- Nov 11, 2021
- Return Version
- 2020v4.1
- Gross Receipts
- $134,389
Mission and Program Overview
Mission
Provide vocational training to members and potential members of iuoe local 877.
The purpose of the fund is to maintain a school to train and improve the skills of students to provide a continuous and sufficient pool of skilled engineers.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| THE PURPOSE OF THE FUND IS TO MAINTAIN A SCHOOL TO TRAIN AND IMPROVE THE SKILLS OF STUDENTS TO PROVIDE A CONTINUOUS AND SUFFICIENT POOL OF SKILLED ENGINEERS. | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| ALAN PERO | International Supervisor | - | $0 | - | - |
| ANTHONY PISANO | Trustee | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Iuoe Local 877 Apprentice Training &
- EIN
- 04-6849959
- Phone
- 7817691877
- Address
- 89 ACCESS ROAD UNIT 4, NORWOOD, MA 02062-5233
Signing Officer
- Name
- Alan Pero
- Title
- International Supervisor
- Phone
- 7817691877
- Signed
- 2021-11-11
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Schultheis & Panettieri Llp
- Address
- 450 WIRELESS BLVD, HAUPPAUGE, NY 11788
- Preparer
- Carol Westfall
- Phone
- 6312734778
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 4 - Other Investment Income
“Description: interest income. Amount: 63.”
Form 990-ez, Part I, Line 8 - Other Revenue
“Description: rent income. Amount: 5,175.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: materials/supplies. Amount: 5,637. Description: textbooks/materials. Amount: 1,841. Description: insurance. Amount: 1,357. Description: educational courses. Amount: 375. Description: office. Amount: 4,873. Description: depreciation. Amount: 8,678. Total to form 990-ez, line 16: 22,761.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: security deposit lease. Beg. Of year amount: 7,000. End of year amount: 7,000. Description: other depreciable assets. Beg. Of year amount: 23,600. End of year amount: 52,070. Description: employer contributions receivable. Beg. Of year amount: 12,636. End of year amount: 7,131. Description: tuition receivable. Beg. Of year amount: 10,200. End of year amount: 550. Description: prepaid expenses. Beg. Of year amount: 4,075. End of year amount: 946.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: accrued expenses. Beg. Of year amount: 15,210. End of year amount: 12,710. Description: deferred contributions. Beg. Of year amount: 429. End of year amount: 0.”
Raw XML Appendix112 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | THE ORGANIZATION |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7817691877 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 89 ACCESS ROAD UNIT 4 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | NORWOOD |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 020625233 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 112387 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 128713 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 29441 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 12373 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 169898 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 196410 |
| IRS990EZ/GrossReceiptsAmt | 0 | 134389 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 63 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 154259 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 183700 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 154259 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 183700 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 54206 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | ALAN PERO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | ANTHONY PISANO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | INTERNATIONAL SUPERVISOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TRUSTEE |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 57511 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 67697 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 22761 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 5175 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE PURPOSE OF THE FUND IS TO MAINTAIN A SCHOOL TO TRAIN AND IMPROVE THE SKILLS OF STUDENTS TO PROVIDE A CONTINUOUS AND SUFFICIENT POOL OF SKILLED ENGINEERS. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 129151 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | THE PURPOSE OF THE FUND IS TO MAINTAIN A SCHOOL TO TRAIN AND IMPROVE THE SKILLS OF STUDENTS TO PROVIDE A CONTINUOUS AND SUFFICIENT POOL OF SKILLED ENGINEERS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 15608 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 15639 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 12710 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 104948 |
| IRS990EZ/TotalRevenueAmt | 0 | 134389 |
| IRS990EZ/TypeOfOrganizationTrustInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST INCOME. AMOUNT: 63. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: RENT INCOME. AMOUNT: 5,175. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: MATERIALS/SUPPLIES. AMOUNT: 5,637. DESCRIPTION: TEXTBOOKS/MATERIALS. AMOUNT: 1,841. DESCRIPTION: INSURANCE. AMOUNT: 1,357. DESCRIPTION: EDUCATIONAL COURSES. AMOUNT: 375. DESCRIPTION: OFFICE. AMOUNT: 4,873. DESCRIPTION: DEPRECIATION. AMOUNT: 8,678. TOTAL TO FORM 990-EZ, LINE 16: 22,761. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: SECURITY DEPOSIT LEASE. BEG. OF YEAR AMOUNT: 7,000. END OF YEAR AMOUNT: 7,000. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 23,600. END OF YEAR AMOUNT: 52,070. DESCRIPTION: EMPLOYER CONTRIBUTIONS RECEIVABLE. BEG. OF YEAR AMOUNT: 12,636. END OF YEAR AMOUNT: 7,131. DESCRIPTION: TUITION RECEIVABLE. BEG. OF YEAR AMOUNT: 10,200. END OF YEAR AMOUNT: 550. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 4,075. END OF YEAR AMOUNT: 946. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | DESCRIPTION: ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 15,210. END OF YEAR AMOUNT: 12,710. DESCRIPTION: DEFERRED CONTRIBUTIONS. BEG. OF YEAR AMOUNT: 429. END OF YEAR AMOUNT: 0. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 3 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ALAN PERO |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | INTERNATIONAL SUPERVISOR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7817691877 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2021-11-11 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | IUOE LOCAL 877 APPRENTICE TRAINING & |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | SKILL IMPROVEMENT FUND |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | IUOE |
| ReturnHeader/Filer/EIN | 0 | 046849959 |
| ReturnHeader/Filer/PhoneNum | 0 | 7817691877 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 89 ACCESS ROAD UNIT 4 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | NORWOOD |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 020625233 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 131577780 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | SCHULTHEIS & PANETTIERI LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 450 WIRELESS BLVD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | HAUPPAUGE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 11788 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6312734778 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | CAROL WESTFALL |
| ReturnHeader/ReturnTs | 0 | 2021-11-11T13:51:39-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | ALAN |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | PERO |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-06-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2021-05-31 |
| ReturnHeader/TaxYr | 0 | 2020 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $196,410
- Liabilities
- $12,710
- Net assets
- $183,700
- Revenue
- $134,389
- Expenses
- $104,948
- Net income
- $29,441