Civic Intelligence

Ibew Local 25 Vht Fund

990 • Fiscal year 2017 • EIN 11-1730718

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 23, 2018

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

46th percentile

0.01x

Higher debt load relative to assets than 46% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.01x

Higher debt load relative to revenue than 35% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2017

Net Margin

44th percentile

2.4%

Higher net margin than 44% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2017

Asset Growth

42nd percentile

6.2%

Faster asset growth than 42% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$3,503,116

Up $203,778 (+6.2%) from 2016

Net Assets

Up

$3,452,923

Up $207,342 (+6.4%) from 2016

Liabilities

Down

$50,193

Down $3,564 (-6.6%) from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin44th percentile

Revenue

Up

$8,591,810

Up $902,204 (+12%) from 2016

Expenses

Up

$8,384,509

Up $694,599 (+9.0%) from 2016

Net Income

Up

$207,301

Up $207,605 (+68291%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2017

Assets$3,503,116
Liabilities$50,193
Net Assets$3,452,923
Open 2017 Filing

Operations Trend

Revenue Growth66th 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

2017

Revenue$8,591,810
Expenses$8,384,509
Net Income$207,301
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 23, 2018
Return Version
2017v2.2
Gross Receipts
$76,020,287
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$3,245,581$3,452,923▲ $207,342
Investments in Publicly Traded Securities$2,186,241$2,230,026▲ $43,785
Accounts Receivable$736,645$845,300▲ $108,655
Cash and Non-Interest-Bearing Accounts$376,452$427,790▲ $51,338
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$3,299,338$3,503,116▲ $203,778
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$53,757$50,193▼ $3,564
Total Liabilities$53,757$50,193▼ $3,564
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,245,581$3,452,923▲ $207,342
Total Liabilities and Net Assets / Fund Balance$3,299,338$3,503,116▲ $203,778
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Clifford SeamanEmplyr Trustee
Pat SantoroEmplyr Trustee
Paul Dunnemplyr TRUSTEE
Steven Cadieuxemplyr TRUSTEE
Godfrey KingUnion Trustee
James MalleyUnion Trustee
Kevin CaseyUnion Trustee
sean plantUnion Trustee
Owen Rumelt Eff 010117Fund Manager
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,518,300
Investment Income
$73,510
Other Revenue
$0
Change in Net Assets
$207,301

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,575,797
Revenue Not Reported on Financial Statements
$16,013
Revenue Not Reported on Form 990
$41
Total Revenue per Audited Statements
$8,575,838
Total Revenue per Form 990
$8,591,810
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$176,608
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---$8,207,901
Other Expenses---$112,485
Fees for Services Accounting---$23,200
Fees for Service Investment Mgmnt Fees---$16,013
Fees for Services Legal---$11,000
Information Technology---$5,858
Office Expenses---$3,769
Conferences and Meetings---$3,344
Insurance---$939
Total Functional Expenses$0$0$0$8,384,509

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$8,384,509
Expenses per Audited Statements$8,368,496
Total Expenses per Audited Statements$8,368,496
Expenses Not Reported on Financial Statements$16,013
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
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 P Malley
Title
Union Trustee
Signed
2018-08-23
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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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
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R, PART II AND IV:
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Schultheis & Panettieri LLP

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,503,116
Liabilities
$50,193
Net assets
$3,452,923
Revenue
$8,591,810
Expenses
$8,384,509
Net income
$207,301
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
2017Detailed filing. Detailed filing data is available for this year.$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
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