Civic Intelligence

Local 817 I B T Scholarship Training Fund

990 • Fiscal year 2020 • EIN 11-2602554

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

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

0.00x

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

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

52nd percentile

0.05x

Higher debt load relative to revenue than 52% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Net Margin

69th percentile

15%

Higher net margin than 69% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

93rd percentile

$375,379

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 10.5% of source-year revenue.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Asset Growth

56th percentile

9.5%

Faster asset growth than 56% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

3rd percentile

-54%

Faster revenue growth than 3% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$35,488,144

Up $3,090,514 (+9.5%) from 2019

Net Assets

Up

$35,319,842

Up $3,098,578 (+9.6%) from 2019

Liabilities

Down

$168,302

Down $8,064 (-4.6%) from 2019

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin69th percentile

Revenue

Down

$3,571,872

Down $4,130,581 (-54%) from 2019

Expenses

Up

$3,034,699

Up $229,840 (+8.2%) from 2019

Net Income

Down

$537,173

Down $4,360,421 (-89%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2020

Assets$35,488,144
Liabilities$168,302
Net Assets$35,319,842
Open 2020 Filing

Operations Trend

Revenue Growth3rd 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

2020

Revenue$3,571,872
Expenses$3,034,699
Net Income$537,173
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v4.1
Gross Receipts
$19,688,717
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$32,221,264$35,319,842▲ $3,098,578
Investments in Publicly Traded Securities$30,760,359$33,572,408▲ $2,812,049
Cash and Non-Interest-Bearing Accounts$828,124$1,436,445▲ $608,321
Accounts Receivable$556,352$463,827▼ $92,525
Savings and Temporary Cash Investments$244,253$9,255▼ $234,998
Land, Buildings, and Equipment, Net$6,890$5,158▼ $1,732
Prepaid Expenses and Deferred Charges$1,652$1,051▼ $601
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$32,397,630$35,488,144▲ $3,090,514
Liabilities
Other Liabilities$140,000$141,574▲ $1,574
Accounts Payable and Accrued Expenses$36,366$26,728▼ $9,638
Total Liabilities$176,366$168,302▼ $8,064
Net Assets / Fund Balance
Total Net Assets Fund Balance$32,221,264$35,319,842▲ $3,098,578
Total Liabilities and Net Assets / Fund Balance$32,397,630$35,488,144▲ $3,090,514

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,092$16,413$19,505
Other Land Buildings$2,066$958$3,024
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleBaseOtherTotal
Kathleen KreinbihlFund Administrator$6,150$7,249$13,399
CHRISTOPHER O'DONNELLAssociate Fund Administrat$3,209$1,212$4,421

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
$3,248,414
Investment Income
$323,355
Other Revenue
$103
Change in Net Assets
$537,173

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,504,462
Revenue Not Reported on Financial Statements
$67,410
Revenue Not Reported on Form 990
$2,561,405
Total Revenue per Audited Statements
$6,065,867
Total Revenue per Form 990
$3,571,872
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,641,698
Salaries, Compensation, and Employee Benefits$255,119
Other Expenses$137,882
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals---$2,641,698
Payroll Taxes---$204,654
Fees for Service Investment Mgmnt Fees---$67,410
Other Salaries and Wages---$27,063
Fees for Services Accounting---$20,603
Insurance---$17,628
Occupancy---$16,386
Other Employee Benefits---$10,966
Current Officers, Directors, Trustees, and Key Employees---$9,359
Fees for Services Legal---$6,866
Office Expenses---$3,470
Pension Plan Contributions---$3,077
Information Technology---$2,427
Depreciation Depletion---$1,732
Other Expenses---$335
Travel---$136
Total Functional Expenses$0$0$0$3,034,699

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,034,699
Expenses per Audited Statements$2,967,289
Total Expenses per Audited Statements$2,967,289
Expenses Not Reported on Financial Statements$67,410
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$3,209
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Taxes Payable- Scholarships$140,000
Due to Related Funds$1,574
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
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
2021-11-10
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
105
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, 2020 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 1,913 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/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0103
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0103
IRS990/OtherRevenueTotalAmt0103
IRS990/OtherSalariesAndWagesGrp/TotalAmt027063
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0204654
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt03077
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01652
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01051
IRS990/PrincipalOfficerNm0THOMAS J O'DONNELL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CNTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03248414
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03248414
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt02425254
IRS990/PYInvestmentIncomeAmt01291807
IRS990/PYOtherExpensesAmt0143745
IRS990/PYOtherRevenueAmt0724
IRS990/PYProgramServiceRevenueAmt06409922
IRS990/PYRevenuesLessExpensesAmt04897594
IRS990/PYSalariesCompEmpBnftPaidAmt0235860
IRS990/PYTotalExpensesAmt02804859
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07702453
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0537173
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt032221264
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt035319842
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0244253
IRS990/SavingsAndTempCashInvstGrp/EOYAmt09255
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt03092
IRS990ScheduleD/EquipmentGrp/DepreciationAmt016413
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt019505
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt067410
IRS990ScheduleD/ExpensesSubtotalAmt02967289
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt067410
IRS990ScheduleD/InvestmentExpensesNotIncldAmt067410
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02561405
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02066
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0958
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt03024
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0140000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11574
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAXES PAYABLE- SCHOLARSHIPS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO RELATED FUNDS
IRS990ScheduleD/RevenueNotReportedAmt02561405
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt067410
IRS990ScheduleD/RevenueSubtotalAmt03504462
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, 2020 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/TotalBookValueLandBuildingsAmt05158
IRS990ScheduleD/TotalExpensesPerForm990Amt03034699
IRS990ScheduleD/TotalLiabilityAmt0141574
IRS990ScheduleD/TotalRevenuePerForm990Amt03571872
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06065867
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02967289
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 OF 15 CREDITS AND TO MAINTAIN A 2.50 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/BaseCompensationFilingOrgAmt26150
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt43209
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0270143
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1267156
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2239862
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3214000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt4125145
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt22636
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt4441
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt032417
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt132059
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt226885
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt325615
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt414961
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt24613
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt4771
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt072819
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt172012
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt247049
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt357547
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt426183
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0THOMAS J O'DONNELL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1FRANCIS J CONNOLLY JR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2KATHLEEN KREINBIHL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3BRIAN SALOMONE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm4CHRISTOPHER O'DONNELL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2FUND ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt4ASSOCIATE FUND ADMINISTRAT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt213399
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt44421
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0375379
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1371227
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2313796
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3297162
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt4166289
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0CHRISTOPHER O'DONNELL
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0FAMILY MEMBER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt03209
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0EMPLOYEE COMPENSATION
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0A SON OF AN OFFICER IS AND EMPLOYEE OF THE PLAN AND RECEIVED EMPLOYEE COMPENSATION OF $3,209 AND BENEFITS OF $1,212 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

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,488,144
Liabilities
$168,302
Net assets
$35,319,842
Revenue
$3,571,872
Expenses
$3,034,699
Net income
$537,173
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
2020Detailed filing. Detailed filing data is available for this year.$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
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
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