Civic Intelligence

Ibew Local 25 Vht Fund

990 • Fiscal year 2016 • EIN 11-1730718

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 20, 2017

Organization ProfileN/A

View Organization Page

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

40th percentile

0.02x

Higher debt load relative to assets than 40% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.01x

Higher debt load relative to revenue than 26% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Net Margin

36th percentile

-0.0%

Higher net margin than 36% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Asset Growth

33rd percentile

-0.2%

Faster asset growth than 33% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

82nd percentile

16%

Faster revenue growth than 82% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$3,299,338

Down $5,262 (-0.2%) from 2015

Net Assets

Down

$3,245,581

Down $13,677 (-0.4%) from 2015

Liabilities

Up

$53,757

Up $8,415 (+19%) from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin36th percentile

Revenue

Up

$7,689,606

Up $1,036,192 (+16%) from 2015

Expenses

Up

$7,689,910

Up $1,020,783 (+15%) from 2015

Net Income

Up

-$304

Up $15,409 (+98%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

2016

Assets$3,299,338
Liabilities$53,757
Net Assets$3,245,581
Open 2016 Filing

Operations Trend

Revenue Growth82nd percentile

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

2016

Revenue$7,689,606
Expenses$7,689,910
Net Income-$304
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 20, 2017
Return Version
2016v3.0
Gross Receipts
$32,499,694
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$3,259,258$3,245,581▼ $13,677
Investments in Publicly Traded Securities$2,179,399$2,186,241▲ $6,842
Accounts Receivable$675,357$736,645▲ $61,288
Cash and Non-Interest-Bearing Accounts$449,844$376,452▼ $73,392
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$3,304,600$3,299,338▼ $5,262
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$45,342$53,757▲ $8,415
Total Liabilities$45,342$53,757▲ $8,415
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,259,258$3,245,581▼ $13,677
Total Liabilities and Net Assets / Fund Balance$3,304,600$3,299,338▼ $5,262
Compensation and Service Providers
Top Officer Pay41st percentile

Board Members and Trustees

NameTitle
Clifford SeamanEmplyr Trustee
Pat SantoroEmplyr Trustee
Paul Dunnemplyr TRUSTEE
Steven Cadieuxemplyr TRUSTEE
Godfrey King Eff 040516Union Trustee
James MalleyUnion Trustee
Kevin Casey Eff 120916Union Trustee
Kevin Mharvey Thru 100216Union Trustee
Sean Meehan Thru 020416Union Trustee
sean plantUnion Trustee
John Gilday Thru 123116Fund Manager
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,627,904
Investment Income
$61,702
Other Revenue
$0
Change in Net Assets
$-304

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,674,605
Revenue Not Reported on Financial Statements
$15,001
Revenue Not Reported on Form 990
$-13,373
Total Revenue per Audited Statements
$7,661,232
Total Revenue per Form 990
$7,689,606
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$178,633
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---$7,511,277
Other Expenses---$104,926
Fees for Services Accounting---$22,850
Fees for Service Investment Mgmnt Fees---$15,001
Fees for Services Legal---$11,000
Conferences and Meetings---$10,364
Information Technology---$9,372
Office Expenses---$4,770
Insurance---$350
Total Functional Expenses$0$0$0$7,689,910

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,689,910
Expenses per Audited Statements$7,674,909
Total Expenses per Audited Statements$7,674,909
Expenses Not Reported on Financial Statements$15,001
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
Kevin Casey
Title
Union Trustee
Signed
2017-07-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Owen Rumelt
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/PYTotalExpensesAmt06669127
IRS990/PYTotalRevenueAmt06653414
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03259258
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03245581
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
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IRS990ScheduleD/RevenueSubtotalAmt07674605
IRS990ScheduleD/TotalExpensesPerForm990Amt07689910
IRS990ScheduleD/TotalRevenuePerForm990Amt07689606
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07661232
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JOHN GILDAY THRU 123116
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 6.75% 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)
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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
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd111788
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
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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:
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IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalGrossUBIAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03245581
IRS990/TotalProgramServiceRevenueAmt07627904
IRS990/TotalRevenueGrp/ExclusionAmt061702
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07627904
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07689606
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03304600
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03299338
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,299,338
Liabilities
$53,757
Net assets
$3,245,581
Revenue
$7,689,606
Expenses
$7,689,910
Net income
-$304
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
2016Detailed filing. Detailed filing data is available for this year.$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
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)9 • $25M-$50M nonprofits