Civic Intelligence

Iuoe Local 25

990 • Fiscal year 2018 • EIN 11-1903743

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 21, 2019

463 Highway 33Millstone Township, NJ 08535

(732) 446-6262

Siviq Scores

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

Liabilities / Assets

15th percentile

0.01x

Higher debt load relative to assets than 15% of similar nonprofits.

2018 filings • NTEE J • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

15th percentile

0.01x

Higher debt load relative to revenue than 15% of similar nonprofits.

2018 filings • NTEE J • $1M-$5M nonprofits • Source year 2018

Net Margin

63rd percentile

11%

Higher net margin than 63% of similar nonprofits.

2018 filings • NTEE J • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

85th percentile

$245,752

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 8.8% of source-year revenue.

2018 filings • NTEE J • $1M-$5M nonprofits • Source year 2018

Asset Growth

52nd percentile

6.2%

Faster asset growth than 52% of similar nonprofits.

2018 filings • NTEE J • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

78th percentile

19%

Faster revenue growth than 78% of similar nonprofits.

2018 filings • NTEE J • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$4,558,955

Up $264,877 (+6.2%) from 2017

Net Assets

Up

$4,529,372

Up $295,938 (+7.0%) from 2017

Liabilities

Down

$29,583

Down $31,061 (-51%) from 2017

Revenue

Up

$2,777,859

Up $440,258 (+19%) from 2017

Expenses

Up

$2,483,161

Up $300,539 (+14%) from 2017

Net Income

Up

$294,698

Up $139,719 (+90%) from 2017

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $1,434,057Liabilities 2011: $40,701Net Assets 2011: $1,393,3562011Assets 2012: $1,648,987Liabilities 2012: $31,364Net Assets 2012: $1,617,6232012Assets 2013: $1,855,398Liabilities 2013: $22,027Net Assets 2013: $1,833,3712013Assets 2014: $2,982,072Liabilities 2014: $94,646Net Assets 2014: $2,887,4262014Assets 2015: $3,792,248Liabilities 2015: $118,333Net Assets 2015: $3,673,9152015Assets 2016: $4,141,649Liabilities 2016: $90,227Net Assets 2016: $4,051,4222016Assets 2017: $4,294,078Liabilities 2017: $60,644Net Assets 2017: $4,233,4342017Assets 2018: $4,558,955Liabilities 2018: $29,583Net Assets 2018: $4,529,3722018Assets 2019: $4,931,522Liabilities 2019: $1,478Net Assets 2019: $4,930,0442019Assets 2020: $5,109,386Liabilities 2020: $0Net Assets 2020: $5,109,3862020Assets 2021: $5,915,759Liabilities 2021: $256,067Net Assets 2021: $5,659,6922021Assets 2022: $6,016,910Liabilities 2022: $0Net Assets 2022: $6,016,9102022Assets 2023: $6,247,758Liabilities 2023: $0Net Assets 2023: $6,247,7582023Assets 2024: $6,553,800Liabilities 2024: $0Net Assets 2024: $6,553,8002024Assets 2025: $7,228,697Liabilities 2025: $0Net Assets 2025: $7,228,6972025

Highlighted filing

2018

Assets$4,558,955
Liabilities$29,583
Net Assets$4,529,372

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0Expenses 2011: $1,627,8792011Expenses 2012: $1,680,7962012Revenue 2013: $1,906,531Expenses 2013: $1,693,996Net Income 2013: $212,5352013Revenue 2014: $2,753,685Expenses 2014: $1,711,137Net Income 2014: $1,042,5482014Revenue 2015: $2,641,192Expenses 2015: $1,808,934Net Income 2015: $832,2582015Revenue 2016: $2,262,533Expenses 2016: $1,942,223Net Income 2016: $320,3102016Revenue 2017: $2,337,601Expenses 2017: $2,182,622Net Income 2017: $154,9792017Revenue 2018: $2,777,859Expenses 2018: $2,483,161Net Income 2018: $294,6982018Revenue 2019: $2,961,425Expenses 2019: $2,626,327Net Income 2019: $335,0982019Revenue 2020: $2,852,472Expenses 2020: $2,730,641Net Income 2020: $121,8312020Revenue 2021: $3,186,598Expenses 2021: $2,744,531Net Income 2021: $442,0672021Revenue 2022: $3,420,843Expenses 2022: $2,835,921Net Income 2022: $584,9222022Revenue 2023: $2,873,622Expenses 2023: $2,688,180Net Income 2023: $185,4422023Revenue 2024: $2,715,890Expenses 2024: $2,535,214Net Income 2024: $180,6762024Revenue 2025: $2,987,419Expenses 2025: $2,454,133Net Income 2025: $533,2862025

Highlighted filing

2018

Revenue$2,777,859
Expenses$2,483,161
Net Income$294,698
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 21, 2019
Return Version
2017v2.2
Gross Receipts
$2,884,981
Mission and Program Overview

Mission

see schedule o

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,357,268$2,143,168▼ $214,100
Investments in Publicly Traded Securities$1,234,848$1,274,012▲ $39,164
Other Notes and Loans Receivable, Net$632,046$1,032,046▲ $400,000
Land, Buildings, and Equipment, Net$68,517$108,419▲ $39,902
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$4,294,078$4,558,955▲ $264,877
Other Assets Total$1,399$1,310▼ $89
Liabilities
Mortgage Notes Payable Secured by Investment Property$60,644$29,583▼ $31,061
Total Liabilities$60,644$29,583▼ $31,061
Net Assets / Fund Balance
Unrestricted Net Assets$4,233,434$4,529,372▲ $295,938
Total Net Assets Fund Balance$4,233,434$4,529,372▲ $295,938
Total Liabilities and Net Assets / Fund Balance$4,294,078$4,558,955▲ $264,877

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$229,325$229,325
Equipment$108,419$48,118$156,537
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul J AbellPres/bus MgrFT$164,545$81,207$245,752
Anthony StewartFin SecretaryFT$128,128$58,651$186,779
Anthony GonsiewskiVice PresidentFT$132,852$52,703$185,555
Scott Reeves SrRec SecretaryFT$132,852$52,703$185,555
George M GoodloeTreasurerFT$130,623$53,779$184,402
Greg Tantimonico - Eff 118Auditor-$4,245-$4,245
James Mcdonnell - Thru 1217Guard-$1,600-$1,600
Ryan Wells - Eff 61218Trustee-$1,500-$1,500
William WalkerExec Bd Member-$1,400-$1,400
John Zappala - Thru 618Trustee-$1,300-$1,300
Bryan JohansonAuditor-$1,000-$1,000
William HemphillExec Bd Emritus-$1,000-$1,000
Art Fulton - Eff 118Guard-$900-$900
Peter Gibson - Thru 618Trustee-$900-$900
Mike Cuthbert - Eff 118Trustee-$600-$600
Revenue and Support

Revenue Composition

Contributions and Grants
$11,791
Program Service Revenue
$2,712,340
Investment Income
$41,378
Other Revenue
$12,350
All Other Contributions
$11,791
Change in Net Assets
$294,698
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,553,690
Other Expenses$929,471
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$1,084,721
Payments to Affiliates---$243,013
Other Salaries and Wages---$235,797
Office Expenses---$150,253
Conferences and Meetings---$111,748
Advertising---$111,371
Occupancy---$85,077
Other Employee Benefits---$83,089
Payroll Taxes---$81,263
Pension Plan Contributions---$68,820
Travel---$54,410
Fees for Services Legal---$54,090
Information Technology---$39,675
Fees for Services Accounting---$26,775
Insurance---$22,593
Depreciation Depletion---$13,297
Other Expenses---$9,106
Fees for Service Investment Mgmnt Fees---$8,063
Total Functional Expenses$0$0$0$2,483,161
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
L BarfieldFamily MemberPayroll & BenefitsNo$90,126

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
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

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

The form was prepared in coordination with an officer of the organization. Once complete, the form was provided to and reviewed by the executive board prior to submission.

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

The organization regularly and consistently monitors and enforces compliance with the policy by distributing the policy annually at a board meeting and requesting disclosure of any conflicts from board members.

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

The union's governing documents, policies and financial statements are available to all members upon request.

Filing and Contact Details

Filer

Filer Name
Iuoe Local 25
EIN
11-1903743
Phone
7324466262
Address
463 HIGHWAY 33, MILLSTONE TOWNSHIP, NJ 08535

Signing Officer

Name
Paul J Abell
Title
Pres/bus Mgr
Signed
2019-01-21
Discuss with paid preparer
Yes

Organization Details

Formed
1959
Legal Domicile
Nj
Voting Board Members
15
Independent Board Members
1
Employees
10

Preparer

Firm
Schultheis & Panettieri LLP
Address
210 Marcus Boulevard, Hauppauge, NY 11788-3740
Preparer
Carol Westfall
Phone
6312734778
Supplemental Narrative

Additional Explanations

form 990, part I, line 1- organization'S mission

the objectives of the union as the representative of its members, are to improve working conditions and living standards of members through collective bargaining, education, training and employee benefits and to establish necessary procedures for the amicable adjustment of all disputes which may arise between employers and employees.

form 990, part III, line 1 - organization'S mission

the objectives of the union as the representative of its members, are to improve working conditions and living standards of members through collective bargaining, education, training and employee benefits and to establish necessary procedures for the amicable adjustment of all disputes which may arise between employers and employees.

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IRS990/Form990PartVIISectionAGrp/PersonNm1ANTHONY GONSIEWSKI
IRS990/Form990PartVIISectionAGrp/PersonNm2SCOTT REEVES SR
IRS990/Form990PartVIISectionAGrp/PersonNm3ANTHONY STEWART
IRS990/Form990PartVIISectionAGrp/PersonNm4GEORGE M GOODLOE
IRS990/Form990PartVIISectionAGrp/PersonNm5LARRY SCHLEYER - THRU 1217
IRS990/Form990PartVIISectionAGrp/PersonNm6JAMES MCDONNELL - THRU 1217
IRS990/Form990PartVIISectionAGrp/PersonNm7JAMES MCDONNELL - EFF 118
IRS990/Form990PartVIISectionAGrp/PersonNm8ARTHUR FULTON - THRU 1217
IRS990/Form990PartVIISectionAGrp/PersonNm9ART FULTON - EFF 118
IRS990/Form990PartVIISectionAGrp/PersonNm10JOHN ZAPPALA - THRU 618
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRES/BUS MGR
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2REC SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3FIN SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5CONDUCTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6GUARD
IRS990/Form990PartVIISectionAGrp/TitleTxt7CONDUCTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9GUARD
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12AUDITOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14AUDITOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt16AUDITOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17EXEC BD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18AUDITOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19EXEC BD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20AUDITOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21EXEC BD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt22EXEC BD EMRITUS
IRS990/Form990PartVIISectionAGrp/TitleTxt23EXEC BD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt24EXEC BD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01959
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt013348
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0120470
IRS990/GrossReceiptsAmt02884981
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
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IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt039675
IRS990/InsuranceGrp/TotalAmt022593
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt028030
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt028030
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt0108419
IRS990/LandBldgEquipCostOrOtherBssAmt0385862
IRS990/LegalDomicileStateCd0NJ
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0107122
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0see schedule o
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt060644
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt029583
IRS990/NetAssetsOrFundBalancesBOYAmt04233434
IRS990/NetAssetsOrFundBalancesEOYAmt04529372
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt013348
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt013348
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OfficeExpensesGrp/TotalAmt0150253
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IRS990/OperateHospitalInd0false
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IRS990/OtherAssetsTotalGrp/EOYAmt01310
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IRS990/OtherExpensesGrp/Desc0DUES TO AFFILIATE
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IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0SALE OF SUPPLIES
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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt01032046
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IRS990/PaymentsToAffiliatesGrp/TotalAmt0243013
IRS990/PayrollTaxesGrp/TotalAmt081263
IRS990/PensionPlanContributionsGrp/TotalAmt068820
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0813930
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERS DUES & ASSESSMENT
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02712340
IRS990/ProgSrvcAccomActy2Grp/Desc0THE SPECIAL VOLUNTARY FUND WAS ESTABLISHED TO SUPPORT CHARITABLE, CIVIC & PUBLIC INTERESTS FAVORABLE TO LABOR.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt012901
IRS990/PYInvestmentIncomeAmt023361
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0802586
IRS990/PYOtherRevenueAmt04350
IRS990/PYProgramServiceRevenueAmt02296989
IRS990/PYRevenuesLessExpensesAmt0154979
IRS990/PYSalariesCompEmpBnftPaidAmt01380036
IRS990/PYTotalExpensesAmt02182622
IRS990/PYTotalRevenueAmt02337601
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0294698
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.23$0.00$7.23$2.99$2.45$0.53
2024Detailed filing. Detailed filing data is available for this year.$6.55$0.00$6.55$2.72$2.54$0.18
2023Detailed filing. Detailed filing data is available for this year.$6.25$0.00$6.25$2.87$2.69$0.19
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.02$0.00$6.02$3.42$2.84$0.58
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.92$0.26$5.66$3.19$2.74$0.44
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.11$0.00$5.11$2.85$2.73$0.12
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.93$0.00$4.93$2.96$2.63$0.34
2018Detailed filing. Detailed filing data is available for this year.$4.56$0.03$4.53$2.78$2.48$0.29
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.29$0.06$4.23$2.34$2.18$0.15
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.14$0.09$4.05$2.26$1.94$0.32
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.79$0.12$3.67$2.64$1.81$0.83
2014Summary only. Only limited summary data is available for this year.$2.98$0.09$2.89$2.75$1.71$1.04
2013Summary only. Only limited summary data is available for this year.$1.86$0.02$1.83$1.91$1.69$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.65$0.03$1.62$1.68
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.43$0.04$1.39$1.63
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)5 • $1M-$5M nonprofits