Liabilities / Assets
87th percentile
Higher debt load relative to assets than 87% of similar nonprofits.
Iuoe Local 877 Apprentice Training & Skill Improvement Fund
990EZ • Fiscal year 2020 • EIN 04-6849959
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.09x
Liabilities / Revenue
91st percentile
Higher debt load relative to revenue than 91% of similar nonprofits.
Net Margin
6th percentile
Higher net margin than 6% of similar nonprofits.
Top Officer Pay
48th percentile
Higher top officer pay than 48% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
18th percentile
Faster asset growth than 18% of similar nonprofits.
Revenue Growth
73rd percentile
Faster revenue growth than 73% of similar nonprofits.
Balance Sheet
Assets
Down$169,898
Down $11,935 (-6.6%) from 2019
Net Assets
Down$154,259
Down $24,039 (-13%) from 2019
Liabilities
Up$15,639
Up $12,104 (+342%) from 2019
Revenue And Expenses
Revenue
Up$94,787
Up $4,125 (+4.5%) from 2019
Expenses
Down$129,297
Down $341 (-0.3%) from 2019
Net Income
Up-$34,510
Up $4,466 (+11%) from 2019
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jun 1, 2019 to May 31, 2020
- Signed
- Feb 16, 2021
- Return Version
- 2019v5.2
- Gross Receipts
- $94,787
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
- 2021-02-16
- 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: 67.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: materials/supplies. Amount: 1,928. Description: textbooks/materials. Amount: 2,432. Description: insurance. Amount: 1,150. Description: educational courses. Amount: 5,162. Description: office. Amount: 9,340. Description: depreciation. Amount: 6,081. Total to form 990-ez, line 16: 26,093.”
Form 990-ez, Part I, Line 20 - Other Changes in Net Assets
“Description: to adjust beginning of year net assets to reflect audited balances. Amount: 10,471.”
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: 29,074. End of year amount: 23,600. Description: deferred lease expense. Beg. Of year amount: 3,337. End of year amount: 0. Description: employer contributions receivable. Beg. Of year amount: 0. End of year amount: 12,636. Description: tuition receivable. Beg. Of year amount: 0. End of year amount: 10,200. Description: prepaid expenses. Beg. Of year amount: 0. End of year amount: 4,075.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: accrued expenses. Beg. Of year amount: 3,535. End of year amount: 15,210. Description: deferred contributions. Beg. Of year amount: 0. End of year amount: 429.”
Raw XML Appendix106 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 | 142422 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 112387 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -34510 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 10000 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 181833 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 169898 |
| IRS990EZ/GrossReceiptsAmt | 0 | 94787 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 67 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 178298 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 154259 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 178298 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 154259 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 48804 |
| 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 | 39411 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 57511 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 10471 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 26093 |
| 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 | 94720 |
| 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 | 44400 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 3535 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 15639 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 129297 |
| IRS990EZ/TotalRevenueAmt | 0 | 94787 |
| IRS990EZ/TypeOfOrganizationTrustInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST INCOME. AMOUNT: 67. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: MATERIALS/SUPPLIES. AMOUNT: 1,928. DESCRIPTION: TEXTBOOKS/MATERIALS. AMOUNT: 2,432. DESCRIPTION: INSURANCE. AMOUNT: 1,150. DESCRIPTION: EDUCATIONAL COURSES. AMOUNT: 5,162. DESCRIPTION: OFFICE. AMOUNT: 9,340. DESCRIPTION: DEPRECIATION. AMOUNT: 6,081. TOTAL TO FORM 990-EZ, LINE 16: 26,093. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: TO ADJUST BEGINNING OF YEAR NET ASSETS TO REFLECT AUDITED BALANCES. AMOUNT: 10,471. |
| 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: 29,074. END OF YEAR AMOUNT: 23,600. DESCRIPTION: DEFERRED LEASE EXPENSE. BEG. OF YEAR AMOUNT: 3,337. END OF YEAR AMOUNT: 0. DESCRIPTION: EMPLOYER CONTRIBUTIONS RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 12,636. DESCRIPTION: TUITION RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 10,200. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 4,075. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | DESCRIPTION: ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 3,535. END OF YEAR AMOUNT: 15,210. DESCRIPTION: DEFERRED CONTRIBUTIONS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 429. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS |
| 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/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 | 2021-02-16 |
| 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 | 2021-02-16T15:48:08-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2019-06-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-05-31 |
| ReturnHeader/TaxYr | 0 | 2019 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $169,898
- Liabilities
- $15,639
- Net assets
- $154,259
- Revenue
- $94,787
- Expenses
- $129,297
- Net income
- -$34,510