Civic Intelligence

Local 463 Educational Vocational and Cultural Fund

EIN 11-2585652 • 501(c)9 • Melville, NY

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Profile

The education fund's mission is to deliver educational benefits to its members and dependents which further the common interests of the membership.

40 Marcus Drive Ste 212Melville, NY 11747

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

76th percentile

0.02x

Higher debt load relative to assets than 76% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

93rd percentile

0.41x

Higher debt load relative to revenue than 93% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2024

Net Margin

41st percentile

-40%

Higher net margin than 41% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2024

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

501(c)9 • <$500k nonprofits • Source year 2024

Asset Growth

81st percentile

4.0%

Faster asset growth than 81% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

76th percentile

5.6%

Faster revenue growth than 76% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$342,395

Up $13,200 (+4.0%) from 2023

Liabilities

Up

$7,789

Up $2,107 (+37%) from 2023

Net Assets

Up

$334,606

Up $11,093 (+3.4%) from 2023

Operations
Liabilities / Revenue93rd percentileNet Margin41st percentile

Revenue

Up

$18,982

Up $1,006 (+5.6%) from 2023

Expenses

Up

$26,551

Up $8,747 (+49%) from 2023

Net Income

Down

-$7,569

Down $7,741 (-4501%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2011: $377,918Liabilities 2011: $9,3692011Assets 2012: $376,976Liabilities 2012: $16,841Net Assets 2012: $360,1352012Assets 2013: $366,908Liabilities 2013: $28,330Net Assets 2013: $338,5782013Assets 2014: $332,700Liabilities 2014: $17,406Net Assets 2014: $315,2942014Assets 2015: $307,271Liabilities 2015: $5,247Net Assets 2015: $302,0242015Assets 2016: $302,916Liabilities 2016: $8,479Net Assets 2016: $294,4372016Assets 2017: $345,185Liabilities 2017: $63,801Net Assets 2017: $281,3842017Assets 2018: $347,399Liabilities 2018: $8,040Net Assets 2018: $339,3592018Assets 2019: $338,931Liabilities 2019: $9,205Net Assets 2019: $329,7262019Assets 2020: $349,386Liabilities 2020: $432Net Assets 2020: $348,9542020Assets 2021: $360,946Liabilities 2021: $0Net Assets 2021: $360,9462021Assets 2022: $303,319Liabilities 2022: $3,569Net Assets 2022: $299,7502022Assets 2023: $329,195Liabilities 2023: $5,682Net Assets 2023: $323,5132023Assets 2024: $342,395Liabilities 2024: $7,789Net Assets 2024: $334,6062024

Highlighted filing

2024

Assets$342,395
Liabilities$7,789
Net Assets$334,606
Open 2024 Filing

Operations Trend

Revenue Growth76th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20K-$40KRevenue 2011: $8,533Expenses 2011: $18,744Net Income 2011: -$10,2112011Revenue 2012: $8,007Expenses 2012: $16,200Net Income 2012: -$8,1932012Revenue 2013: $3,002Expenses 2013: $27,524Net Income 2013: -$24,5222013Revenue 2014: $8,192Expenses 2014: $31,084Net Income 2014: -$22,8922014Revenue 2015: $8,582Expenses 2015: $21,352Net Income 2015: -$12,7702015Revenue 2016: $9,197Expenses 2016: $15,160Net Income 2016: -$5,9632016Revenue 2017: $7,850Expenses 2017: $19,476Net Income 2017: -$11,6262017Revenue 2018: $7,475Expenses 2018: $13,522Net Income 2018: -$6,0472018Revenue 2019: $16,407Expenses 2019: $35,701Net Income 2019: -$19,2942019Revenue 2020: $15,911Expenses 2020: $14,126Net Income 2020: $1,7852020Revenue 2021: $15,157Expenses 2021: $15,469Net Income 2021: -$3122021Revenue 2022: $15,749Expenses 2022: $22,167Net Income 2022: -$6,4182022Revenue 2023: $17,976Expenses 2023: $17,804Net Income 2023: $1722023Revenue 2024: $18,982Expenses 2024: $26,551Net Income 2024: -$7,5692024

Highlighted filing

2024

Revenue$18,982
Expenses$26,551
Net Income-$7,569
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$342,395
Liabilities
$7,789
Net assets
$334,606
Revenue
$18,982
Expenses
$26,551
Net income
-$7,569
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.42$0.08$3.35$0.19$0.27$0.08
2023Detailed filing. Detailed filing data is available for this year.$3.29$0.06$3.24$0.18$0.18$0.00
2022Detailed filing. Detailed filing data is available for this year.$3.03$0.04$3.00$0.16$0.22$0.06
2021Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.15$0.15$0.00
2020Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.16$0.14$0.02
2019Detailed filing. Detailed filing data is available for this year.$3.39$0.09$3.30$0.16$0.36$0.19
2018Detailed filing. Detailed filing data is available for this year.$3.47$0.08$3.39$0.07$0.14$0.06
2017Detailed filing. Detailed filing data is available for this year.$3.45$0.64$2.81$0.08$0.19$0.12
2016Detailed filing. Detailed filing data is available for this year.$3.03$0.08$2.94$0.09$0.15$0.06
2015Detailed filing. Detailed filing data is available for this year.$3.07$0.05$3.02$0.09$0.21$0.13
2014Detailed filing. Detailed filing data is available for this year.$3.33$0.17$3.15$0.08$0.31$0.23
2013Detailed filing. Detailed filing data is available for this year.$3.67$0.28$3.39$0.03$0.28$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.77$0.17$3.60$0.08$0.16$0.08
2011Summary only. Only limited summary data is available for this year.$3.78$0.09$0.09$0.19$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 20, 2025
Return Version
2024v5.2
Gross Receipts
$18,982
Mission and Program Overview

Mission

To deliver educational benefits to its members and dependents which further the common interests of the membership.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$323,513$334,606▲ $11,093
Investments Other Securities$297,526$327,785▲ $30,259
Cash and Non-Interest-Bearing Accounts$23,026$6,185▼ $16,841
Prepaid Expenses and Deferred Charges-$500-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$329,195$342,395▲ $13,200
Other Assets Total$8,643$7,925▼ $718
Liabilities
Other Liabilities$4,983$5,649▲ $666
Accounts Payable and Accrued Expenses$699$2,140▲ $1,441
Total Liabilities$5,682$7,789▲ $2,107
Net Assets / Fund Balance
Total Net Assets Fund Balance$323,513$334,606▲ $11,093
Total Liabilities and Net Assets / Fund Balance$329,195$342,395▲ $13,200

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$327,785--
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
JOHN O'MEARATrustee
Ken IrvingTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,384
Investment Income
$11,598
Other Revenue
$0
Change in Net Assets
$-7,569

Audited Revenue Reconciliation

Revenue per Audited Statements
$17,669
Revenue Not Reported on Financial Statements
$1,313
Revenue Not Reported on Form 990
$18,662
Total Revenue per Audited Statements
$36,331
Total Revenue per Form 990
$18,982
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$16,610
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---$9,941
Fees for Services Accounting---$8,441
Fees for Services Legal---$4,499
Fees for Service Investment Mgmnt Fees---$1,313
Occupancy---$585
Office Expenses---$510
Other Expenses---$163
Insurance---$130
Total Functional Expenses$0$0$0$26,551

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$26,551
Expenses per Audited Statements$25,238
Total Expenses per Audited Statements$25,238
Expenses Not Reported on Financial Statements$1,313
Expenses Not Reported on Form 990$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$4,510
Due to Affiliates, Net$1,139
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 is emailed to trustees prior to filing return.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Local 463 Educational Vocational and
EIN
11-2585652
Phone
6313932963
Address
40 MARCUS DRIVE STE 212, MELVILLE, NY 11747

Signing Officer

Name
Kenneth Irving
Title
Trustee
Phone
6313932963
Signed
2025-10-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kenneth Irving
Legal Domicile
Ny
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
Rogoff & Company Pc
Address
355 LEXINGTON AVENUE 6TH FLOOR, NEW YORK, NY 10017-6603
Preparer
Harry White
Phone
2125575666
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The funds board is responsible for oversight of the audit and selection of independent auditors.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if it has taken an uncertain position that more likely than not would not be sustained upon examination by the appropriate taxing authority. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix328 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.

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IRS990/IndependentAuditFinclStmtInd01
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS EMAILED TO TRUSTEES PRIOR TO FILING RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FUNDS BOARD IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND SELECTION OF INDEPENDENT AUDITORS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1COMMUNICATION WORKERS OF AMERICA IUE-CWA LOCAL 463-81463
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt040 MARCUS DRIVE STE 212
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt140 MARCUS DRIVE STE 212
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IRS990/TotalProgramServiceRevenueAmt07384
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IRS990/TotalRevenueGrp/ExclusionAmt011598
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07384
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt018982
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KENNETH IRVING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06313932963
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCAL 463 EDUCATIONAL VOCATIONAL AND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CULTURAL FUND
ReturnHeader/Filer/BusinessNameControlTxt0LOCA
ReturnHeader/Filer/EIN0112585652
ReturnHeader/Filer/PhoneNum06313932963
ReturnHeader/Filer/USAddress/AddressLine1Txt040 MARCUS DRIVE STE 212
ReturnHeader/Filer/USAddress/CityNm0MELVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011747
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0132688836
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROGOFF & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0355 LEXINGTON AVENUE 6TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100176603
ReturnHeader/PreparerPersonGrp/PhoneNum02125575666
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HARRY WHITE
ReturnHeader/ReturnTs02025-10-20T15:40:32-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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