Civic Intelligence

Local 817 I B T Scholarship Training Fund

990 • Fiscal year 2018 • EIN 11-2602554

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

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

35th percentile

0.01x

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

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

42nd percentile

0.03x

Higher debt load relative to revenue than 42% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Net Margin

93rd percentile

56%

Higher net margin than 93% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

94th percentile

$364,807

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 5.9% of source-year revenue.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Asset Growth

71st percentile

10%

Faster asset growth than 71% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

90th percentile

25%

Faster revenue growth than 90% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$25,308,221

Up $2,313,313 (+10%) from 2017

Net Assets

Up

$25,132,310

Up $2,340,803 (+10%) from 2017

Liabilities

Down

$175,911

Down $27,490 (-14%) from 2017

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin93rd percentile

Revenue

Up

$6,196,669

Up $1,226,781 (+25%) from 2017

Expenses

Up

$2,746,141

Up $307,278 (+13%) from 2017

Net Income

Up

$3,450,528

Up $919,503 (+36%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2018

Assets$25,308,221
Liabilities$175,911
Net Assets$25,132,310
Open 2018 Filing

Operations Trend

Revenue Growth90th 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

2018

Revenue$6,196,669
Expenses$2,746,141
Net Income$3,450,528
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$13,508,543
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$22,791,507$25,132,310▲ $2,340,803
Investments in Publicly Traded Securities$18,672,460$22,950,726▲ $4,278,266
Cash and Non-Interest-Bearing Accounts$3,348,740$940,556▼ $2,408,184
Savings and Temporary Cash Investments$516,010$921,167▲ $405,157
Accounts Receivable$438,748$471,809▲ $33,061
Prepaid Expenses and Deferred Charges$16,485$17,916▲ $1,431
Land, Buildings, and Equipment, Net$2,465$6,047▲ $3,582
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$22,994,908$25,308,221▲ $2,313,313
Liabilities
Other Liabilities$173,143$150,738▼ $22,405
Accounts Payable and Accrued Expenses$30,258$25,173▼ $5,085
Total Liabilities$203,401$175,911▼ $27,490
Net Assets / Fund Balance
Total Net Assets Fund Balance$22,791,507$25,132,310▲ $2,340,803
Total Liabilities and Net Assets / Fund Balance$22,994,908$25,308,221▲ $2,313,313

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$4,513$25,741$30,254
Equipment$1,534$710$2,244
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleBaseOtherTotal
CHRISTOPHER O'DONNELLAssociate Fund Administrator$3,063$139,392$142,455
Kathleen KreinbihlFund Administrator$11,638$3,841$15,479

Board Members and Trustees

NameTitle
James FanningFormer Trustee
Allan KrahiehTrustee
Brian SalomoneTrustee
Francis J Connolly JrTrustee
Gregg CarlesimoTrustee
THOMAS J O'DONNELLTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,371,138
Investment Income
$819,772
Other Revenue
$5,759
Change in Net Assets
$3,450,528

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,151,391
Revenue Not Reported on Financial Statements
$45,278
Revenue Not Reported on Form 990
$-1,109,725
Total Revenue per Audited Statements
$5,041,666
Total Revenue per Form 990
$6,196,669
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,399,001
Salaries, Compensation, and Employee Benefits$221,259
Other Expenses$125,881
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals---$2,399,001
Payroll Taxes---$185,376
Fees for Service Investment Mgmnt Fees---$45,278
Fees for Services Accounting---$25,715
Fees for Services Legal---$18,294
Insurance---$16,767
Current Officers, Directors, Trustees, and Key Employees---$14,780
Occupancy---$11,842
Other Salaries and Wages---$11,080
Other Employee Benefits---$6,920
Office Expenses---$4,165
Pension Plan Contributions---$3,103
Information Technology---$1,288
Depreciation Depletion---$597
Other Expenses---$181
Travel---$94
Total Functional Expenses$0$0$0$2,746,141

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,746,141
Expenses per Audited Statements$2,700,863
Total Expenses per Audited Statements$2,700,863
Expenses Not Reported on Financial Statements$45,278
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Family MemberEmployee CompensationNo$3,063
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Taxes Payable- Scholarships$140,000
Due to Related Funds$10,738
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

“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 11B

“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
2019-11-14
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
89
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 a board of trustees that assumes responsibility for the oversight of the audit and the selection of teh 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 been an uncertain position thtat more likely than not would not be sustained upon exmination by the irs. The plan has analyzed the tax positions taken by the plan and has concluded that as of december 31, 2018 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 employment taxes and income tax withholdings. The fund engaged outside council 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 otherwise 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 have been resolved. Based upon the above, the financial statements include a provision for the estimated payroll tax liability of $140,000 representing federal, ny state and city taxes. The plan is subject to routine audits by taxing jurisdicitons. However, there are currently no audits for any tax period in progress.”

Raw XML AppendixShowing 400 of 2,601 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/RelatedOrExemptFuncIncomeAmt05759
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05759
IRS990/OtherRevenueTotalAmt05759
IRS990/OtherSalariesAndWagesGrp/TotalAmt011080
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0185376
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt03103
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt016485
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt017916
IRS990/PrincipalOfficerNm0THOMAS J O'DONNELL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CNTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05371138
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05371138
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt02110402
IRS990/PYInvestmentIncomeAmt0425261
IRS990/PYOtherExpensesAmt0127837
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt04544627
IRS990/PYRevenuesLessExpensesAmt02531025
IRS990/PYSalariesCompEmpBnftPaidAmt0200624
IRS990/PYTotalExpensesAmt02438863
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04969888
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt03450528
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt022791507
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt025132310
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0516010
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0921167
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt01534
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0710
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02244
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt045278
IRS990ScheduleD/ExpensesSubtotalAmt02700863
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt045278
IRS990ScheduleD/InvestmentExpensesNotIncldAmt045278
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-1109725
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04513
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt025741
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt030254
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0140000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt110738
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAXES PAYABLE- SCHOLARSHIPS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO RELATED FUNDS
IRS990ScheduleD/RevenueNotReportedAmt0-1109725
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt045278
IRS990ScheduleD/RevenueSubtotalAmt06151391
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 BEEN AN UNCERTAIN POSITION THTAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXMINATION BY THE IRS. THE PLAN HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2018 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 EMPLOYMENT TAXES AND INCOME TAX WITHHOLDINGS. THE FUND ENGAGED OUTSIDE COUNCIL 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 OTHERWISE 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 HAVE BEEN RESOLVED. BASED UPON THE ABOVE, THE FINANCIAL STATEMENTS INCLUDE A PROVISION FOR THE ESTIMATED PAYROLL TAX LIABILITY OF $140,000 REPRESENTING FEDERAL, NY STATE AND CITY TAXES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICITONS. HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIOD IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06047
IRS990ScheduleD/TotalExpensesPerForm990Amt02746141
IRS990ScheduleD/TotalLiabilityAmt0150738
IRS990ScheduleD/TotalRevenuePerForm990Amt06196669
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05041666
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02700863
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP AWARDS
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0LOCAL 817 SCHOLARSHIP TRAINING FUND MAINTAINS RECORDS OF ALL SCHOLARSHIP RECIPIENTS 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 1 LINE 2
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt311638
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0261418
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1252779
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2197566
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3205481
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt31397
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt031932
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt130857
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt224095
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt324657
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt32444
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt071457
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt169064
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt253942
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt343151
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0THOMAS J O'DONNELL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1FRANCIS J CONNOLLY JR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2BRIAN SALOMONE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3KATHLEEN KREINBIHL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3FUND ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt315479
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0364807
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1352700
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2275603
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3273289
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0CHRISTOPHER O'DONNELL
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0FAMILY MEMBER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt03063
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0EMPLOYEE COMPENSATION
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0A SON OF AN OFFICER IS AND EMPLOYEE OF THE PLAN AND RECEIVED EMPLOYEE COMPENSATION OF $3,063 AND BENEFITS OF $1,012 WERE PAID ON HIS BEHALF DURING THE YEAR.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART IV, LINE 1
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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 A BOARD OF TRUSTEES THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND THE SELECTION OF TEH 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 11B
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,308,221
Liabilities
$175,911
Net assets
$25,132,310
Revenue
$6,196,669
Expenses
$2,746,141
Net income
$3,450,528
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
2018Detailed filing. Detailed filing data is available for this year.$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
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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