Civic Intelligence

Local 817 I B T Scholarship Training Fund

990 • Fiscal year 2015 • EIN 11-2602554

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 14, 2016

Organization ProfileN/A

View Organization Page

817 Old Cuttermill RoadGreat Neck, NY 11021

(516) 365-3470

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.05x

Higher debt load relative to assets than 53% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

75th percentile

0.16x

Higher debt load relative to revenue than 75% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Net Margin

93rd percentile

60%

Higher net margin than 93% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

95th percentile

$363,423

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 6.5% of source-year revenue.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Asset Growth

80th percentile

14%

Faster asset growth than 80% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

93rd percentile

33%

Faster revenue growth than 93% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$17,127,672

Up $2,092,752 (+14%) from 2014

Net Assets

Up

$16,225,077

Up $2,859,358 (+21%) from 2014

Liabilities

Down

$902,595

Down $766,606 (-46%) from 2014

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin93rd percentile

Revenue

Up

$5,569,401

Up $1,366,834 (+33%) from 2014

Expenses

Up

$2,216,957

Up $41,408 (+1.9%) from 2014

Net Income

Up

$3,352,444

Up $1,325,426 (+65%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$80M$60M$40M$20M$0Assets 2010: $7,348,171Liabilities 2010: $13,845Net Assets 2010: $7,334,3262010Assets 2011: $8,678,822Liabilities 2011: $75,311Net Assets 2011: $8,603,5112011Assets 2012: $10,435,392Liabilities 2012: $1,441,103Net Assets 2012: $8,994,2892012Assets 2013: $12,607,230Liabilities 2013: $1,502,210Net Assets 2013: $11,105,0202013Assets 2014: $15,034,920Liabilities 2014: $1,669,201Net Assets 2014: $13,365,7192014Assets 2015: $17,127,672Liabilities 2015: $902,595Net Assets 2015: $16,225,0772015Assets 2016: $19,250,936Liabilities 2016: $171,250Net Assets 2016: $19,079,6862016Assets 2017: $22,994,908Liabilities 2017: $203,401Net Assets 2017: $22,791,5072017Assets 2018: $25,308,221Liabilities 2018: $175,911Net Assets 2018: $25,132,3102018Assets 2019: $32,397,630Liabilities 2019: $176,366Net Assets 2019: $32,221,2642019Assets 2020: $35,488,144Liabilities 2020: $168,302Net Assets 2020: $35,319,8422020Assets 2021: $44,057,838Liabilities 2021: $30,154Net Assets 2021: $44,027,6842021Assets 2022: $43,972,084Liabilities 2022: $38,531Net Assets 2022: $43,933,5532022Assets 2023: $50,000,709Liabilities 2023: $89,125Net Assets 2023: $49,911,5842023Assets 2024: $63,396,971Liabilities 2024: $59,108Net Assets 2024: $63,337,8632024

Highlighted filing

2015

Assets$17,127,672
Liabilities$902,595
Net Assets$16,225,077
Open 2015 Filing

Operations Trend

Revenue Growth93rd percentile

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

$10M$5.0M$0Expenses 2010: $1,702,3402010Expenses 2011: $1,958,3332011Revenue 2012: $3,315,583Expenses 2012: $2,899,297Net Income 2012: $416,2862012Revenue 2013: $3,559,934Expenses 2013: $2,029,432Net Income 2013: $1,530,5022013Revenue 2014: $4,202,567Expenses 2014: $2,175,549Net Income 2014: $2,027,0182014Revenue 2015: $5,569,401Expenses 2015: $2,216,957Net Income 2015: $3,352,4442015Revenue 2016: $5,259,241Expenses 2016: $2,395,290Net Income 2016: $2,863,9512016Revenue 2017: $4,969,888Expenses 2017: $2,438,863Net Income 2017: $2,531,0252017Revenue 2018: $6,196,669Expenses 2018: $2,746,141Net Income 2018: $3,450,5282018Revenue 2019: $7,702,453Expenses 2019: $2,804,859Net Income 2019: $4,897,5942019Revenue 2020: $3,571,872Expenses 2020: $3,034,699Net Income 2020: $537,1732020Revenue 2021: $8,627,430Expenses 2021: $3,035,183Net Income 2021: $5,592,2472021Revenue 2022: $8,981,637Expenses 2022: $3,327,747Net Income 2022: $5,653,8902022Revenue 2023: $4,161,097Expenses 2023: $3,508,534Net Income 2023: $652,5632023Revenue 2024: $8,133,743Expenses 2024: $3,600,741Net Income 2024: $4,533,0022024

Highlighted filing

2015

Revenue$5,569,401
Expenses$2,216,957
Net Income$3,352,444
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 14, 2016
Return Version
2015v2.1
Gross Receipts
$17,167,744
Mission and Program Overview

Mission

To provide scholarship benefits to eligible dependents and members of international brotherhood of teamsters local 817.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$13,365,719$16,225,077▲ $2,859,358
Investments in Publicly Traded Securities$11,994,261$14,185,451▲ $2,191,190
Cash and Non-Interest-Bearing Accounts$0$1,826,344▲ $1,826,344
Savings and Temporary Cash Investments$2,787,074$799,673▼ $1,987,401
Accounts Receivable$243,632$310,527▲ $66,895
Land, Buildings, and Equipment, Net$9,953$5,677▼ $4,276
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$15,034,920$17,127,672▲ $2,092,752
Liabilities
Other Liabilities$1,640,000$865,795▼ $774,205
Accounts Payable and Accrued Expenses$29,201$36,800▲ $7,599
Total Liabilities$1,669,201$902,595▼ $766,606
Net Assets / Fund Balance
Total Net Assets Fund Balance$13,365,719$16,225,077▲ $2,859,358
Total Liabilities and Net Assets / Fund Balance$15,034,920$17,127,672▲ $2,092,752

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,662$21,670$25,332
Other Land Buildings$2,015$224$2,239
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleBaseOtherTotal
Kathleen KreinbihlFund Admin$9,225$3,045$12,270
James FanningTrustee-$1,730$1,730

Board Members and Trustees

NameTitle
Allan KrahiehTrustee
Eugene W WaltonTrustee
Francis J Connolly JrTrustee
Nadine SchrammTrustee
THOMAS J O'DONNELLTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,142,501
Investment Income
$645,841
Other Revenue
$781,059
Change in Net Assets
$3,352,444

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,747,649
Revenue Not Reported on Financial Statements
$821,752
Revenue Not Reported on Form 990
$-493,086
Other Revenue Adjustments
$780,000
Total Revenue per Audited Statements
$4,254,563
Total Revenue per Form 990
$5,569,401
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,930,292
Salaries, Compensation, and Employee Benefits$170,793
Other Expenses$115,872
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals---$1,930,292
Payroll Taxes---$149,682
Fees for Service Investment Mgmnt Fees---$41,752
Fees for Services Accounting---$18,619
Insurance---$17,844
Fees for Services Legal---$16,063
Occupancy---$11,496
Current Officers, Directors, Trustees, and Key Employees---$9,225
Other Salaries and Wages---$6,648
Depreciation Depletion---$5,312
Other Employee Benefits---$3,334
Pension Plan Contributions---$1,904
Office Expenses---$1,455
Fees for Services Other---$1,000
Information Technology---$613
Other Expenses---$326
Interest---$186
Total Functional Expenses$0$0$0$2,216,957

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,216,957
Expenses per Audited Statements$2,175,205
Total Expenses per Audited Statements$1,395,205
Expenses Not Reported on Financial Statements$41,752
Expenses Not Reported on Form 990$-780,000
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
Payroll Taxes Payable- Scholarships$860,000
Due to Related Funds$5,795
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
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 A, Line 2

“Christine harkerss who is a clerical/office assistant is the sister of thomas j. O'donnell, trustee. The employer trustees are employed by companies that have collective bargaining agreements with theatrical teamsters local union no. 817. In which the employee trustees are officers. Members of the local union are employed by the employer trustees' companies and the terms and conditions of that employment are negotiated by the employers and the local union in the collective bargaining process.”

Form 990, Part VI, Section A, Line 7A

“Employee trustees are appointed by the executive board of the ibt local union no. 817. Employer trustees are apppointed by the employers having collective bargaining agreements with ibt local union no. 817.”

Form 990, Part VI, Section A, Line 8B

“No other committees exist with the authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11

“The form 990 is reviewed by the fund administrator and several trustees prior to filing.”

Form 990, Part VI, Section C, Line 19

“The fund makes it's governing documents and financial statements available upon request at fund office. Arrangements must be made during normal business hours. The fund also mails out summary annual reports to all members as required by law.”

Filing and Contact Details

Filer

Filer Name
Local 817 Scholarship Training Fund
EIN
11-2602554
Phone
5163653470
Address
817 OLD CUTTERMILL ROAD, GREAT NECK, NY 11021

Signing Officer

Name
THOMAS J O'DONNELL
Title
Trustee
Phone
5163653470
Signed
2016-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
THOMAS J O'DONNELL
Formed
1965
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
6
Employees
74
Volunteers
0

Preparer

Firm
Mspc Cpas & Advisors Pc
Address
340 NORTH AVENUE EAST, CRANFORD, NJ 07016-2496
Preparer
Jon S Gagliardi
Phone
9082727000
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 1

“The organizations accounting method is accrual basis of accounting. There has been no changes from previous years.”

Form 990, Part XII, Line 2C

“The organization has an board of trustees that assumes responsibility for the oversight of the audit and the selection of independent accountants. The process has not changed from previous years.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america requires the plan 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 irs. The plan has analyzed the tax positions taken by the plan and has concluded that as of december 31, 2015 the following situation has occured. On the basis of its tax exemption under section 501(c)(9) of the internal revenue code of 1986 (the "code"), the fund operated with the understanding that benefits provided to members and their dependents were exempt from taxation, including emploment taxes and income tax withholdings. The fund engaged outside counsel to provide advice as to whether scholarship benefits qualify for exemption under code section 501(c)(3) or whether the benefits should be considered as employment based and subject to income tax, unless otherwhise excluded under code section 117 and 127. The fund has researched the matter and determined that it is appropriate to approach the internal revenue service to make a voluntary disclosure of the issue with a negotiated settlement to close out any potential tax liability. Negotiations with the irs are pending. Based upon the above, the financial statements include a provision for the estimated payroll tax liability of $860,000 representing federal, ny state and city taxes. The plan is subject to routine audits by taxing jurisdictions. However, there are currently no audits for any tax period in progress.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Reversal of payroll tax liability settlement 780,000.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Reversal of payroll tax liability settlement -780,000.”

Raw XML AppendixShowing 400 of 1,207 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/OtherRevenueMiscGrp/Desc1OTHER INCOME
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IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt11059
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0780000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11059
IRS990/OtherRevenueTotalAmt0781059
IRS990/OtherSalariesAndWagesGrp/TotalAmt06648
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0149682
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt01904
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0THOMAS J O'DONNELL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CNTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04142501
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04142501
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt01736521
IRS990/PYInvestmentIncomeAmt0640056
IRS990/PYOtherExpensesAmt0114556
IRS990/PYOtherRevenueAmt0249
IRS990/PYProgramServiceRevenueAmt03562262
IRS990/PYRevenuesLessExpensesAmt02027018
IRS990/PYSalariesCompEmpBnftPaidAmt0324472
IRS990/PYTotalExpensesAmt02175549
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04202567
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt03352444
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt013365719
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt016225077
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02787074
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0799673
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt03662
IRS990ScheduleD/EquipmentGrp/DepreciationAmt021670
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt025332
IRS990ScheduleD/ExpensesNotReportedAmt0-780000
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt041752
IRS990ScheduleD/ExpensesSubtotalAmt02175205
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt041752
IRS990ScheduleD/InvestmentExpensesNotIncldAmt041752
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-493086
IRS990ScheduleD/OtherExpensesIncludedAmt0-780000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02015
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0224
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02239
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0860000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt15795
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAXES PAYABLE- SCHOLARSHIPS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO RELATED FUNDS
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0780000
IRS990ScheduleD/RevenueNotReportedAmt0-493086
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0821752
IRS990ScheduleD/RevenueSubtotalAmt04747649
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES THE PLAN 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 IRS. THE PLAN HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2015 THE FOLLOWING SITUATION HAS OCCURED. ON THE BASIS OF ITS TAX EXEMPTION UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE OF 1986 (THE "CODE"), THE FUND OPERATED WITH THE UNDERSTANDING THAT BENEFITS PROVIDED TO MEMBERS AND THEIR DEPENDENTS WERE EXEMPT FROM TAXATION, INCLUDING EMPLOMENT TAXES AND INCOME TAX WITHHOLDINGS. THE FUND ENGAGED OUTSIDE COUNSEL TO PROVIDE ADVICE AS TO WHETHER SCHOLARSHIP BENEFITS QUALIFY FOR EXEMPTION UNDER CODE SECTION 501(C)(3) OR WHETHER THE BENEFITS SHOULD BE CONSIDERED AS EMPLOYMENT BASED AND SUBJECT TO INCOME TAX, UNLESS OTHERWHISE EXCLUDED UNDER CODE SECTION 117 AND 127. THE FUND HAS RESEARCHED THE MATTER AND DETERMINED THAT IT IS APPROPRIATE TO APPROACH THE INTERNAL REVENUE SERVICE TO MAKE A VOLUNTARY DISCLOSURE OF THE ISSUE WITH A NEGOTIATED SETTLEMENT TO CLOSE OUT ANY POTENTIAL TAX LIABILITY. NEGOTIATIONS WITH THE IRS ARE PENDING. BASED UPON THE ABOVE, THE FINANCIAL STATEMENTS INCLUDE A PROVISION FOR THE ESTIMATED PAYROLL TAX LIABILITY OF $860,000 REPRESENTING FEDERAL, NY STATE AND CITY TAXES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIOD IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1REVERSAL OF PAYROLL TAX LIABILITY SETTLEMENT 780,000.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2REVERSAL OF PAYROLL TAX LIABILITY SETTLEMENT -780,000.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05677
IRS990ScheduleD/TotalExpensesPerForm990Amt02216957
IRS990ScheduleD/TotalLiabilityAmt0865795
IRS990ScheduleD/TotalRevenuePerForm990Amt05569401
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04254563
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01395205
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt01930292
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP AWARDS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt074
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0LOCAL 817 SCHOLARSHIP TRAINING FUND MAINTAINS RECORDS OF ALL SCHOLARSHIP RECEIPIENTS INCLUDING THE DOLLAR AMOUNT AWARDED AND THE ACCREDITED EDUCATIONAL INSTITUTION THE RECIPIENT ATTENDS. SCHOLARSHIP RECIPIENTS ARE REQUIRED TO REGISTER FOR A MINIMUM NUMBER OF CREDITS AND TO MAINTAIN A CERTAIN GRADE POINT AVERAGE EACH SEMESTER.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PART I LINE 2
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt29225
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0275092
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1246130
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2189470
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt23045
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt088331
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt178550
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt262524
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0THOMAS J O'DONNELL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1FRANCIS J CONNOLLY JR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2KATHLEEN KREINBIHL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2FUND ADMIN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt212270
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0363423
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1324680
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2251994
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/CashGrantAmt014190
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/PersonNm0MEGAN O'NEILL
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/RelationshipWithOrgTxt0DAUGHTER- UNION TRUSTEE
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/TypeOfAssistanceTxt0SCHOLARSHIP
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHRISTINE HARKERSS WHO IS A CLERICAL/OFFICE ASSISTANT IS THE SISTER OF THOMAS J. O'DONNELL, TRUSTEE. THE EMPLOYER TRUSTEES ARE EMPLOYED BY COMPANIES THAT HAVE COLLECTIVE BARGAINING AGREEMENTS WITH THEATRICAL TEAMSTERS LOCAL UNION NO. 817. IN WHICH THE EMPLOYEE TRUSTEES ARE OFFICERS. MEMBERS OF THE LOCAL UNION ARE EMPLOYED BY THE EMPLOYER TRUSTEES' COMPANIES AND THE TERMS AND CONDITIONS OF THAT EMPLOYMENT ARE NEGOTIATED BY THE EMPLOYERS AND THE LOCAL UNION IN THE COLLECTIVE BARGAINING PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EMPLOYEE TRUSTEES ARE APPOINTED BY THE EXECUTIVE BOARD OF THE IBT LOCAL UNION NO. 817. EMPLOYER TRUSTEES ARE APPPOINTED BY THE EMPLOYERS HAVING COLLECTIVE BARGAINING AGREEMENTS WITH IBT LOCAL UNION NO. 817.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO OTHER COMMITTEES EXIST WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 IS REVIEWED BY THE FUND ADMINISTRATOR AND SEVERAL TRUSTEES PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FUND MAKES IT'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST AT FUND OFFICE. ARRANGEMENTS MUST BE MADE DURING NORMAL BUSINESS HOURS. THE FUND ALSO MAILS OUT SUMMARY ANNUAL REPORTS TO ALL MEMBERS AS REQUIRED BY LAW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATIONS ACCOUNTING METHOD IS ACCRUAL BASIS OF ACCOUNTING. THERE HAS BEEN NO CHANGES FROM PREVIOUS YEARS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION HAS AN BOARD OF TRUSTEES THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND THE SELECTION OF INDEPENDENT ACCOUNTANTS. THE PROCESS HAS NOT CHANGED FROM PREVIOUS YEARS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd60
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd70
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd80
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd90
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd100
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd110
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd120
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd130
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd140
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd150
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd160
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd170
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd180
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd190
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd200
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd210
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd220
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd230
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd240
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd250
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd260
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd270
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd280
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd290
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd300
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd310
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd320
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd330
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd340
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd350
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd360
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd370
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd380

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,127,672
Liabilities
$902,595
Net assets
$16,225,077
Revenue
$5,569,401
Expenses
$2,216,957
Net income
$3,352,444
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$63.4$0.06$63.3$8.13$3.60$4.53
2023Detailed filing. Detailed filing data is available for this year.$50.0$0.09$49.9$4.16$3.51$0.65
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$44.0$0.04$43.9$8.98$3.33$5.65
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$44.1$0.03$44.0$8.63$3.04$5.59
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$35.5$0.17$35.3$3.57$3.03$0.54
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.4$0.18$32.2$7.70$2.80$4.90
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.3$0.18$25.1$6.20$2.75$3.45
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.0$0.20$22.8$4.97$2.44$2.53
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.3$0.17$19.1$5.26$2.40$2.86
2015Detailed filing. Detailed filing data is available for this year.$17.1$0.90$16.2$5.57$2.22$3.35
2014Detailed filing. Detailed filing data is available for this year.$15.0$1.67$13.4$4.20$2.18$2.03
2013Detailed filing. Detailed filing data is available for this year.$12.6$1.50$11.1$3.56$2.03$1.53
2012Summary only. Only limited summary data is available for this year.$10.4$1.44$8.99$3.32$2.90$0.42
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.68$0.08$8.60$1.96
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.35$0.01$7.33$1.70
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)9 • $10M-$25M nonprofits