Civic Intelligence

Ibew Local 25 Vht Fund

990 • Fiscal year 2014 • EIN 11-1730718

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 28, 2015

372 Vanderbilt Motor PkwyHauppauge, NY 11788

(631) 434-3344

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.01x

Higher debt load relative to assets than 43% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

30th percentile

0.01x

Higher debt load relative to revenue than 30% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Net Margin

40th percentile

0.2%

Higher net margin than 40% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Asset Growth

38th percentile

0.2%

Faster asset growth than 38% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

37th percentile

0.3%

Faster revenue growth than 37% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Assets

Up

$3,332,904

Up $5,146 (+0.2%) from 2013

Net Assets

Up

$3,289,425

Up $14,432 (+0.4%) from 2013

Liabilities

Down

$43,479

Down $9,286 (-18%) from 2013

Revenue

Up

$6,308,142

Up $20,970 (+0.3%) from 2013

Expenses

Down

$6,296,094

Down $328,048 (-5.0%) from 2013

Net Income

Up

$12,048

Up $349,018 (+104%) from 2013

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $10,447,233Liabilities 2010: $7,578,125Net Assets 2010: $2,869,1082010Assets 2011: $3,971,590Liabilities 2011: $1,973,738Net Assets 2011: $1,997,8522011Assets 2012: $3,695,940Liabilities 2012: $45,920Net Assets 2012: $3,650,0202012Assets 2013: $3,327,758Liabilities 2013: $52,765Net Assets 2013: $3,274,9932013Assets 2014: $3,332,904Liabilities 2014: $43,479Net Assets 2014: $3,289,4252014Assets 2015: $3,304,600Liabilities 2015: $45,342Net Assets 2015: $3,259,2582015Assets 2016: $3,299,338Liabilities 2016: $53,757Net Assets 2016: $3,245,5812016Assets 2017: $3,503,116Liabilities 2017: $50,193Net Assets 2017: $3,452,9232017Assets 2018: $3,527,133Liabilities 2018: $53,043Net Assets 2018: $3,474,0902018Assets 2019: $3,591,499Liabilities 2019: $62,436Net Assets 2019: $3,529,0632019Assets 2020: $3,790,268Liabilities 2020: $54,905Net Assets 2020: $3,735,3632020Assets 2021: $4,360,724Liabilities 2021: $79,996Net Assets 2021: $4,280,7282021Assets 2022: $3,376,587Liabilities 2022: $52,686Net Assets 2022: $3,323,9012022Assets 2023: $3,538,350Liabilities 2023: $68,153Net Assets 2023: $3,470,1972023Assets 2024: $3,980,143Liabilities 2024: $61,723Net Assets 2024: $3,918,4202024

Highlighted filing

2014

Assets$3,332,904
Liabilities$43,479
Net Assets$3,289,425

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $7,769,5992010Expenses 2011: $8,212,4362011Expenses 2012: $5,229,7492012Revenue 2013: $6,287,172Expenses 2013: $6,624,142Net Income 2013: -$336,9702013Revenue 2014: $6,308,142Expenses 2014: $6,296,094Net Income 2014: $12,0482014Revenue 2015: $6,653,414Expenses 2015: $6,669,127Net Income 2015: -$15,7132015Revenue 2016: $7,689,606Expenses 2016: $7,689,910Net Income 2016: -$3042016Revenue 2017: $8,591,810Expenses 2017: $8,384,509Net Income 2017: $207,3012017Revenue 2018: $8,905,016Expenses 2018: $8,869,207Net Income 2018: $35,8092018Revenue 2019: $9,497,228Expenses 2019: $9,495,640Net Income 2019: $1,5882019Revenue 2020: $9,373,489Expenses 2020: $9,229,164Net Income 2020: $144,3252020Revenue 2021: $11,503,462Expenses 2021: $10,893,072Net Income 2021: $610,3902021Revenue 2022: $9,905,715Expenses 2022: $10,776,686Net Income 2022: -$870,9712022Revenue 2023: $10,193,344Expenses 2023: $10,089,662Net Income 2023: $103,6822023Revenue 2024: $10,685,026Expenses 2024: $10,244,178Net Income 2024: $440,8482024

Highlighted filing

2014

Revenue$6,308,142
Expenses$6,296,094
Net Income$12,048
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 28, 2015
Return Version
2014v5.0
Gross Receipts
$14,323,193
Mission and Program Overview

Mission

To provide vacation and holiday benefits to eligible participants

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,274,993$3,289,425▲ $14,432
Investments in Publicly Traded Securities$2,258,494$2,375,273▲ $116,779
Accounts Receivable$610,869$553,343▼ $57,526
Cash and Non-Interest-Bearing Accounts$458,395$404,288▼ $54,107
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$3,327,758$3,332,904▲ $5,146
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$52,765$43,479▼ $9,286
Total Liabilities$52,765$43,479▼ $9,286
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,274,993$3,289,425▲ $14,432
Total Liabilities and Net Assets / Fund Balance$3,327,758$3,332,904▲ $5,146
Compensation and Service Providers

Board Members and Trustees

NameTitle
Clifford Seaman - Eff 1114Emplyr Trustee
Pat SantoroEmplyr Trustee
Paul Dunnemplyr TRUSTEE
Steven Cadieuxemplyr TRUSTEE
BRIAN KEARNEY-thru 8114Union Trustee
James MalleyUnion Trustee
Kevin MharveyUnion Trustee
Sean Meehan - Eff 8114Union Trustee
sean plantUnion Trustee
John GildayFund Manager
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,264,658
Investment Income
$43,484
Other Revenue
$0
Change in Net Assets
$12,048

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,293,469
Revenue Not Reported on Financial Statements
$14,673
Revenue Not Reported on Form 990
$2,384
Total Revenue per Audited Statements
$6,295,853
Total Revenue per Form 990
$6,308,142
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$190,105
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---$6,105,989
Other Expenses---$108,950
Fees for Services Accounting---$22,150
Fees for Services Legal---$16,155
Fees for Service Investment Mgmnt Fees---$14,673
Information Technology---$10,880
Conferences and Meetings---$8,573
Office Expenses---$7,847
Insurance---$877
Total Functional Expenses$0$0$0$6,296,094

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,296,094
Expenses per Audited Statements$6,281,421
Total Expenses per Audited Statements$6,281,421
Expenses Not Reported on Financial Statements$14,673
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

The form 990 was prepared in coordination with the fund manager for the organization. Once completed the form was provided to and reviewed by the board of trustees prior to submission.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

The organization's conflict of interest policy dictates that any conflict must be disclosed immediately, therefore, the policy is regularly monitored by each member of the board.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

The organization's governing documents, policies & financial statements are available upon request. No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Ibew Local 25 Vht Fund
EIN
11-1730718
Phone
6314343344
Address
372 VANDERBILT MOTOR PKWY, HAUPPAUGE, NY 11788

Signing Officer

Name
James Malley
Title
Union Trustee
Signed
2015-07-28
Discuss with paid preparer
Yes

Organization Details

Formed
1960
Legal Domicile
Ny
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Schultheis & Panettieri LLP
Address
210 Marcus Boulevard, Hauppauge, NY 11788-3740
Preparer
Carol Westfall
Phone
6312734778
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06264658
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06264658
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt06444841
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt039937
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0179301
IRS990/PYProgramServiceRevenueAmt06247235
IRS990/PYRevenuesLessExpensesAmt0-336970
IRS990/PYTotalExpensesAmt06624142
IRS990/PYTotalRevenueAmt06287172
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt012048
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03274993
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03289425
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt014673
IRS990ScheduleD/ExpensesSubtotalAmt06281421
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt014673
IRS990ScheduleD/InvestmentExpensesNotIncldAmt014673
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02384
IRS990ScheduleD/RevenueNotReportedAmt02384
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt014673
IRS990ScheduleD/RevenueSubtotalAmt06293469
IRS990ScheduleD/TotalExpensesPerForm990Amt06296094
IRS990ScheduleD/TotalRevenuePerForm990Amt06308142
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06295853
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06281421
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JOHN GILDAY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0FUND MANAGER
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0JOHN GILDAY RECEIVES COMPENSATION AND BENEFITS PAID BY AN UNRELATED ORGANIZATION IN HIS CAPACITY AS FUND MANAGER OF THE FILING ORGANIZATION. INFORMATION REGARDING TOTAL COMPENSATION AND BENEFITS CAN BE FOUND ON THE 990 OF THE UNRELATED ORGANIZATION, ELECTRICAL INDUSTRY BOARD OF NASSAU AND SUFFOLK COUNTIES NEW YORK (EIN 11-1704823). THE FILING ORGANIZATION REIMBURSES 6.19% OF TOTAL COMPENSATION AND BENEFITS.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Part II, Compensation from Unrelated Organizations
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WAS PREPARED IN COORDINATION WITH THE FUND MANAGER FOR THE ORGANIZATION. ONCE COMPLETED THE FORM WAS PROVIDED TO AND REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S CONFLICT OF INTEREST POLICY DICTATES THAT ANY CONFLICT MUST BE DISCLOSED IMMEDIATELY, THEREFORE, THE POLICY IS REGULARLY MONITORED BY EACH MEMBER OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES & FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. NO DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0IBEW LOCAL 25 HEALTH & BENEFIT FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1IBEW LOCAL UNION 25
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0111630810
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1110907965
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE HEALTH AND OTHER BENEFITS TO ELIG PARTICIPANTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1LABOR ORGANIZATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0372 VANDERBILT MOTOR PARKWAY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1370 MOTOR PARKWAY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0HAUPPAUGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1HAUPPAUGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0117885133
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd111788
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0CERTAIN TRUSTEES LISTED ON FORM 990 PART VII, SECTION A, SERVE AS VOLUNTEERS AND DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION OR RELATED ORGANIZATIONS IN THEIR CAPACITY AS TRUSTEES OF THIS ORGANIZATION.CERTAIN TRUSTEES LISTED ON FORM 990 PART VII, SECTION A, SERVE AS VOLUNTEERS AND DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION BUT DO RECEIVE COMPENSATION FROM I.B.E.W LOCAL 25 (THE "UNION") IN THEIR CAPACITY AS EMPLOYEES/OFFICERS OF THE UNION. THEIR COMPENSATION IS REPORTED ON THE FORM 990 OF THE UNION.THE INFORMATION DISCLOSED ON THE ATTACHED SCHEDULES OF RELATED PARTIES IS THAT WHICH WAS AVAILABLE TO THIS ORGANIZATION AT THE TIME OF THIS FILING.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R, PART II AND IV:
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03327758
IRS990/TotalAssetsEOYAmt03332904
IRS990/TotalAssetsGrp/BOYAmt03327758
IRS990/TotalAssetsGrp/EOYAmt03332904
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt06296094
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt052765
IRS990/TotalLiabilitiesEOYAmt043479
IRS990/TotalLiabilitiesGrp/BOYAmt052765
IRS990/TotalLiabilitiesGrp/EOYAmt043479
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03274993
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03289425
IRS990/TotalProgramServiceRevenueAmt06264658
IRS990/TotalRevenueGrp/ExclusionAmt043484
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06264658
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06308142
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03327758
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03332904
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES MALLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0UNION TRUSTEE

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.98$0.06$3.92$10.7$10.2$0.44
2023Detailed filing. Detailed filing data is available for this year.$3.54$0.07$3.47$10.2$10.1$0.10
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.38$0.05$3.32$9.91$10.8$0.87
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.36$0.08$4.28$11.5$10.9$0.61
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.79$0.05$3.74$9.37$9.23$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.59$0.06$3.53$9.50$9.50$0.00
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.53$0.05$3.47$8.91$8.87$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.50$0.05$3.45$8.59$8.38$0.21
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.30$0.05$3.25$7.69$7.69$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.30$0.05$3.26$6.65$6.67$0.02
2014Detailed filing. Detailed filing data is available for this year.$3.33$0.04$3.29$6.31$6.30$0.01
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.33$0.05$3.27$6.29$6.62$0.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.70$0.05$3.65$5.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.97$1.97$2.00$8.21
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.4$7.58$2.87$7.77