Civic Intelligence

S E I U Local 74 Training and Training and Scholarship Fund

990 • Fiscal year 2020 • EIN 11-2651721

Jul 01, 2019 to Jun 30, 2020 • Filed on Mar 15, 2021

Organization ProfileN/A

View Organization Page

36-36 33rd Street Suite 202Long Island City, NY 11106

(718) 729-7400

Siviq Scores

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

Liabilities / Assets

80th percentile

0.14x

Higher debt load relative to assets than 80% of similar nonprofits.

2020 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

95th percentile

0.49x

Higher debt load relative to revenue than 95% of similar nonprofits.

2020 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2020

Net Margin

15th percentile

-24%

Higher net margin than 15% of similar nonprofits.

2020 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

96th percentile

$360,431

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 219.5% of source-year revenue.

2020 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2020

Asset Growth

15th percentile

-9.0%

Faster asset growth than 15% of similar nonprofits.

2020 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

16th percentile

-24%

Faster revenue growth than 16% of similar nonprofits.

2020 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$588,480

Down $58,250 (-9.0%) from 2019

Net Assets

Down

$507,314

Down $38,786 (-7.1%) from 2019

Liabilities

Down

$81,166

Down $19,464 (-19%) from 2019

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin15th percentile

Revenue

Down

$164,240

Down $53,072 (-24%) from 2019

Expenses

Down

$203,026

Down $56,084 (-22%) from 2019

Net Income

Up

-$38,786

Up $3,012 (+7.2%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$1.0M$500K$0Assets 2010: $840,228Liabilities 2010: $91,799Net Assets 2010: $748,4292010Assets 2011: $799,908Liabilities 2011: $55,826Net Assets 2011: $744,0822011Assets 2012: $845,310Liabilities 2012: $82,662Net Assets 2012: $762,6482012Assets 2013: $859,899Liabilities 2013: $112,063Net Assets 2013: $747,8362013Assets 2014: $783,558Liabilities 2014: $81,189Net Assets 2014: $702,3692014Assets 2015: $721,773Liabilities 2015: $68,446Net Assets 2015: $653,3272015Assets 2017: $746,738Liabilities 2017: $141,748Net Assets 2017: $604,9902017Assets 2018: $674,457Liabilities 2018: $90,559Net Assets 2018: $583,8982018Assets 2019: $646,730Liabilities 2019: $100,630Net Assets 2019: $546,1002019Assets 2020: $588,480Liabilities 2020: $81,166Net Assets 2020: $507,3142020Assets 2021: $543,293Liabilities 2021: $90,955Net Assets 2021: $452,3382021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2020

Assets$588,480
Liabilities$81,166
Net Assets$507,314
Open 2020 Filing

Operations Trend

Revenue Growth16th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $414,3002010Revenue 2011: $142,423Expenses 2011: $188,270Net Income 2011: -$45,8472011Expenses 2012: $163,2402012Revenue 2013: $177,018Expenses 2013: $191,830Net Income 2013: -$14,8122013Revenue 2014: $170,132Expenses 2014: $215,599Net Income 2014: -$45,4672014Revenue 2015: $154,715Expenses 2015: $209,757Net Income 2015: -$55,0422015Revenue 2017: $196,604Expenses 2017: $370,200Net Income 2017: -$173,5962017Revenue 2018: $221,107Expenses 2018: $329,902Net Income 2018: -$108,7952018Revenue 2019: $217,312Expenses 2019: $259,110Net Income 2019: -$41,7982019Revenue 2020: $164,240Expenses 2020: $203,026Net Income 2020: -$38,7862020Revenue 2021: $152,744Expenses 2021: $207,720Net Income 2021: -$54,9762021Revenue 2022: $133,467Expenses 2022: $155,453Net Income 2022: -$21,9862022

Highlighted filing

2020

Revenue$164,240
Expenses$203,026
Net Income-$38,786
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 15, 2021
Return Version
2019v5.0
Gross Receipts
$164,240
Mission and Program Overview

Mission

To provide training and scholarship benefits for members and eligible dependents. As well as to provide legal service benefits for members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$506,404$508,420▲ $2,016
Rtn Earn Endowment Incm Other Fnds$546,100$507,314▼ $38,786
Cash and Non-Interest-Bearing Accounts$105,592$65,190▼ $40,402
Accounts Receivable$28,733$12,316▼ $16,417
Prepaid Expenses and Deferred Charges$5,228$1,947▼ $3,281
Land, Buildings, and Equipment, Net$773$607▼ $166
Total Assets$646,730$588,480▼ $58,250
Liabilities
Other Liabilities$95,630$76,166▼ $19,464
Accounts Payable and Accrued Expenses$5,000$5,000→ $0
Total Liabilities$100,630$81,166▼ $19,464
Net Assets / Fund Balance
Total Net Assets Fund Balance$546,100$507,314▼ $38,786
Total Liabilities and Net Assets / Fund Balance$646,730$588,480▼ $58,250

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$607$149,958$150,565
Compensation and Service Providers
Top Officer Pay96th percentile

Board Members and Trustees

NameTitle
Fred SuraceTrustee
Sal AlladeenTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$161,320
Investment Income
$1,971
Other Revenue
$949
Change in Net Assets
$-38,786

Audited Revenue Reconciliation

Revenue per Audited Statements
$164,240
Total Revenue per Audited Statements
$164,240
Total Revenue per Form 990
$164,240
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$143,292
Salaries, Compensation, and Employee Benefits$59,559
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$72,697--$72,697
Other Salaries and Wages$35,610--$35,610
Fees for Services Accounting$21,000--$21,000
Fees for Services Legal$20,000--$20,000
Occupancy$16,376--$16,376
Pension Plan Contributions$15,215--$15,215
Office Expenses$6,600--$6,600
Other Employee Benefits$6,349--$6,349
Insurance$6,255--$6,255
Payroll Taxes$2,385--$2,385
Conferences and Meetings$198--$198
Benefits to Members$175--$175
Depreciation Depletion$166--$166
Total Functional Expenses$203,026$0$0$203,026

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$203,026
Total Expenses per Audited Statements$203,026
Total Expenses per Form 990$203,026
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
Due to Local 74 Welfare Fund$47,103
Due to Local 74 Pension Fund$22,294
Due to Joint Council$4,769
Benefit Obligations$2,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The organization's policy requires the signatory board member to review the irs form 990 that is prepared on the organization's behalf before it is filed with the irs. The means of delivery shall be hard copy.”

Form 990, Page 6, Part VI, Line 12C

“Discussed in quarterly trustee board meetings.”

Form 990, Page 6, Part VI, Line 19

“If the governing documents of our organization are subject to the federal public disclosure rules, these documents will be made publicly available as applicable law may require. Otherwise, the governing documents will be provided to the public at the discretion of management.”

Form 990, Part VII

“Compensation from realted entities was not available for employer trustee fred surace.”

Filing and Contact Details

Filer

Filer Name
Uswu Local 74 Supplemental
EIN
11-2651721
Phone
7187297400
Address
36-36 33RD STREET SUITE 202, LONG ISLAND CITY, NY 11106

Signing Officer

Name
Sal Alladeen
Title
Trustee
Phone
7187297400
Signed
2021-03-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sal Alladeen
Formed
1984
Legal Domicile
Ny
Voting Board Members
2
Independent Board Members
0
Employees
0

Preparer

Firm
Fitzsimmons Abrams Llp
Address
7600 JERICHO TPKE STE 210, WOODBURY, NY 11797-1705
Preparer
David J Fitzsimmons
Phone
5166820100
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Provide training courses, scholarships benefits and legal services benefits to eligible members of contributing employers or their dependents (for scholarship purposes).”

Form 990, Part IX, Line 11G

“Consulting fees 205 0 0 data processing 52,859 0 0 payroll audit fees 19,633 0 0 total 72,697 0 0”

Form 990, Part XI, Line 9

“Provision for benefit obligations payable 0 scholarship forefitures 0 prior period adjustments 0”

Financial Statement Notes

Schedule D, Page 3, Part X

“The internal revenue service has ruled that the fund is an exempt organization under section 501 (c) (9) of the internal revenue code, and is therefore not subject to federal income taxes. The fund is required to operate in conformity with the irc to maintain its tax exempt status. The board is not aware of any course of action or series of events that have occurred that might adversely affect the fund's tax exempt status. Accounting principles generally accepted in the united states of america requires fund management to evaluate tax positions taken by the fund and recognize a tax liability or asset if the fund has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The fund's management has analyzed the tax positions taken by the fund, and has concluded that at june 30, 2020, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or asset or disclosure in the financial statements. The fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The fund administrator believes it is no longer subject to income tax examinations for years prior to 2017.”

Schedule D, Page 4, Part XII, Line 4B

“Provision for benefit obligations payable 0 scholarship forefitures 0 prior period adjustments 0”

Raw XML Appendix388 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTERNAL REVENUE SERVICE HAS RULED THAT THE FUND IS AN EXEMPT ORGANIZATION UNDER SECTION 501 (C) (9) OF THE INTERNAL REVENUE CODE, AND IS THEREFORE NOT SUBJECT TO FEDERAL INCOME TAXES. THE FUND IS REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN ITS TAX EXEMPT STATUS. THE BOARD IS NOT AWARE OF ANY COURSE OF ACTION OR SERIES OF EVENTS THAT HAVE OCCURRED THAT MIGHT ADVERSELY AFFECT THE FUND'S TAX EXEMPT STATUS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY OR ASSET IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE FUND'S MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND, AND HAS CONCLUDED THAT AT JUNE 30, 2020, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR ASSET OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FUND ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2017.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1PROVISION FOR BENEFIT OBLIGATIONS PAYABLE 0 SCHOLARSHIP FOREFITURES 0 PRIOR PERIOD ADJUSTMENTS 0
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt013304
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDE TRAINING COURSES, SCHOLARSHIPS BENEFITS AND LEGAL SERVICES BENEFITS TO ELIGIBLE MEMBERS OF CONTRIBUTING EMPLOYERS OR THEIR DEPENDENTS (FOR SCHOLARSHIP PURPOSES).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S POLICY REQUIRES THE SIGNATORY BOARD MEMBER TO REVIEW THE IRS FORM 990 THAT IS PREPARED ON THE ORGANIZATION'S BEHALF BEFORE IT IS FILED WITH THE IRS. THE MEANS OF DELIVERY SHALL BE HARD COPY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DISCUSSED IN QUARTERLY TRUSTEE BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3IF THE GOVERNING DOCUMENTS OF OUR ORGANIZATION ARE SUBJECT TO THE FEDERAL PUBLIC DISCLOSURE RULES, THESE DOCUMENTS WILL BE MADE PUBLICLY AVAILABLE AS APPLICABLE LAW MAY REQUIRE. OTHERWISE, THE GOVERNING DOCUMENTS WILL BE PROVIDED TO THE PUBLIC AT THE DISCRETION OF MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION FROM REALTED ENTITIES WAS NOT AVAILABLE FOR EMPLOYER TRUSTEE FRED SURACE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CONSULTING FEES 205 0 0 DATA PROCESSING 52,859 0 0 PAYROLL AUDIT FEES 19,633 0 0 TOTAL 72,697 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PROVISION FOR BENEFIT OBLIGATIONS PAYABLE 0 SCHOLARSHIP FOREFITURES 0 PRIOR PERIOD ADJUSTMENTS 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LABOR ORGA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1LABOR ORG
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2LABOR ORG
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3RETIREMENT
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt136-36 33RD STREET SUITE 202
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt236-36 33RD STREET SUITE 202
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LONG ISLAND CITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1LONG ISLAND CITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2LONG ISLAND CITY
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0true
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0646730
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IRS990/TotalAssetsGrp/BOYAmt0646730
IRS990/TotalAssetsGrp/EOYAmt0588480
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0203026
IRS990/TotalGrossUBIAmt00
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IRS990/TotalOtherCompensationAmt064118
IRS990/TotalProgramServiceRevenueAmt0161320
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0164240
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IRS990/USAddress/ZIPCd011106
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SAL ALLADEEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07187297400
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0USWU LOCAL 74 SUPPLEMENTAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SUPPLEMENTAL BENEFITS FUND
ReturnHeader/Filer/BusinessNameControlTxt0USWU
ReturnHeader/Filer/EIN0112651721
ReturnHeader/Filer/PhoneNum07187297400
ReturnHeader/Filer/USAddress/AddressLine1Txt036-36 33RD STREET SUITE 202
ReturnHeader/Filer/USAddress/CityNm0LONG ISLAND CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011106
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0132858927
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FITZSIMMONS ABRAMS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07600 JERICHO TPKE STE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOODBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0117971705
ReturnHeader/PreparerPersonGrp/PhoneNum05166820100
ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID J FITZSIMMONS
ReturnHeader/ReturnTs02021-03-18T10:32:15-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$588,480
Liabilities
$81,166
Net assets
$507,314
Revenue
$164,240
Expenses
$203,026
Net income
-$38,786
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.33$1.55$0.22
2021Detailed filing. Detailed filing data is available for this year.$5.43$0.91$4.52$1.53$2.08$0.55
2020Detailed filing. Detailed filing data is available for this year.$5.88$0.81$5.07$1.64$2.03$0.39
2019Detailed filing. Detailed filing data is available for this year.$6.47$1.01$5.46$2.17$2.59$0.42
2018Detailed filing. Detailed filing data is available for this year.$6.74$0.91$5.84$2.21$3.30$1.09
2017Detailed filing. Detailed filing data is available for this year.$7.47$1.42$6.05$1.97$3.70$1.74
2015Detailed filing. Detailed filing data is available for this year.$7.22$0.68$6.53$1.55$2.10$0.55
2014Detailed filing. Detailed filing data is available for this year.$7.84$0.81$7.02$1.70$2.16$0.45
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.60$1.12$7.48$1.77$1.92$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.45$0.83$7.63$1.63
2011Summary only. Only limited summary data is available for this year.$8.00$0.56$7.44$1.42$1.88$0.46
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.40$0.92$7.48$4.14