Civic Intelligence

Ibew Local 1049 Vacation Fund

990 • Fiscal year 2014 • EIN 11-3322904

Jul 01, 2013 to Jun 30, 2014 • Filed on Mar 12, 2015

Organization ProfileWWW.IBEW1049.ORG

View Organization Page

745 Old Willets PathHoltsville, NY 11788

(631) 234-1803

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.14x

Higher debt load relative to assets than 72% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

90th percentile

0.45x

Higher debt load relative to revenue than 90% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2014

Net Margin

32nd percentile

-2.7%

Higher net margin than 32% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2014 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2014

Asset Growth

46th percentile

1.1%

Faster asset growth than 46% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

5th percentile

-57%

Faster revenue growth than 5% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$2,404,437

Up $25,156 (+1.1%) from 2013

Net Assets

Down

$2,058,479

Down $6,830 (-0.3%) from 2013

Liabilities

Up

$345,958

Up $31,986 (+10%) from 2013

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin32nd percentile

Revenue

Down

$766,696

Down $1,015,895 (-57%) from 2013

Expenses

Up

$787,098

Up $46,558 (+6.3%) from 2013

Net Income

Down

-$20,402

Down $1,062,453 (-102%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,544,679Liabilities 2010: $322,819Net Assets 2010: $1,221,8602010Assets 2011: $1,505,396Liabilities 2011: $327,111Net Assets 2011: $1,178,2852011Assets 2012: $1,325,416Liabilities 2012: $294,756Net Assets 2012: $1,030,6602012Assets 2013: $2,379,281Liabilities 2013: $313,972Net Assets 2013: $2,065,3092013Assets 2014: $2,404,437Liabilities 2014: $345,958Net Assets 2014: $2,058,4792014Assets 2015: $1,978,589Liabilities 2015: $357,146Net Assets 2015: $1,621,4432015Assets 2016: $1,970,944Liabilities 2016: $402,538Net Assets 2016: $1,568,4062016Assets 2017: $2,175,148Liabilities 2017: $521,705Net Assets 2017: $1,653,4432017Assets 2018: $1,694,987Liabilities 2018: $496,152Net Assets 2018: $1,198,8352018Assets 2019: $1,857,196Liabilities 2019: $997,443Net Assets 2019: $859,7532019Assets 2020: $1,771,082Liabilities 2020: $1,042,665Net Assets 2020: $728,4172020Assets 2021: $1,636,688Liabilities 2021: $842,035Net Assets 2021: $794,6532021Assets 2022: $858,552Liabilities 2022: $297,812Net Assets 2022: $560,7402022Assets 2023: $502,880Liabilities 2023: $8,589Net Assets 2023: $494,2912023Assets 2024: $481,611Liabilities 2024: $9,008Net Assets 2024: $472,6032024

Highlighted filing

2014

Assets$2,404,437
Liabilities$345,958
Net Assets$2,058,479
Open 2014 Filing

Operations Trend

Revenue Growth5th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $729,9922010Expenses 2011: $780,2332011Expenses 2012: $800,1772012Revenue 2013: $1,782,591Expenses 2013: $740,540Net Income 2013: $1,042,0512013Revenue 2014: $766,696Expenses 2014: $787,098Net Income 2014: -$20,4022014Revenue 2015: $606,378Expenses 2015: $979,960Net Income 2015: -$373,5822015Revenue 2016: $873,060Expenses 2016: $929,446Net Income 2016: -$56,3862016Revenue 2017: $1,109,889Expenses 2017: $1,082,694Net Income 2017: $27,1952017Revenue 2018: $894,989Expenses 2018: $1,340,892Net Income 2018: -$445,9032018Revenue 2019: $891,615Expenses 2019: $1,705,110Net Income 2019: -$813,4952019Revenue 2020: $1,084,467Expenses 2020: $1,254,694Net Income 2020: -$170,2272020Revenue 2021: $1,201,230Expenses 2021: $1,063,727Net Income 2021: $137,5032021Revenue 2022: $284,104Expenses 2022: $505,617Net Income 2022: -$221,5132022Revenue 2023: $7,335Expenses 2023: $83,323Net Income 2023: -$75,9882023Revenue 2024: $17,146Expenses 2024: $38,821Net Income 2024: -$21,6752024

Highlighted filing

2014

Revenue$766,696
Expenses$787,098
Net Income-$20,402
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Mar 12, 2015
Return Version
2013v4.0
Gross Receipts
$1,475,329
Mission and Program Overview

Mission

To provide vacation and other benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,065,309$2,058,479▼ $6,830
Investments in Publicly Traded Securities$1,780,916$1,946,004▲ $165,088
Savings and Temporary Cash Investments$465,274$327,023▼ $138,251
Cash and Non-Interest-Bearing Accounts$33,048$77,809▲ $44,761
Accounts Receivable$98,788$52,346▼ $46,442
Prepaid Expenses and Deferred Charges$1,255$1,255→ $0
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$2,379,281$2,404,437▲ $25,156
Other Assets Total-$0-
Liabilities
Other Liabilities$301,543$340,838▲ $39,295
Accounts Payable and Accrued Expenses$12,429$5,120▼ $7,309
Total Liabilities$313,972$345,958▲ $31,986
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,065,309$2,058,479▼ $6,830
Total Liabilities and Net Assets / Fund Balance$2,379,281$2,404,437▲ $25,156
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Brian FugeTrustee
Donald DaleyTrustee
Frank GiordanoTrustee
Pierce BrennanTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$631,755
Investment Income
$134,941
Other Revenue
$0
Change in Net Assets
$-20,402

Audited Revenue Reconciliation

Revenue per Audited Statements
$766,696
Revenue Not Reported on Form 990
$13,572
Total Revenue per Audited Statements
$780,268
Total Revenue per Form 990
$766,696
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$35,318
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$751,780
Other Expenses---$16,694
Fees for Services Accounting---$6,690
Fees for Services Other---$4,500
Fees for Services Legal---$4,423
Insurance---$1,529
Information Technology---$950
Office Expenses---$532
Total Functional Expenses$0$0$0$787,098

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$787,098
Expenses per Audited Statements$746,721
Total Expenses per Audited Statements$746,721
Expenses Not Reported on Financial Statements$40,377
Other Expense Adjustments$40,377
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefit Obligations$338,829
Due to Related Organization$1,510
Unclaimed Benefit Checks$499
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Federal form 990 is reviewed and approved by the board of trustees before it is filed with the irs.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Each employee and officer annually signs a statement which affirms that such person: a.) has received a copy of the conflict of interest policy; b.) has read and understands the policy; c.) has agrred to comply with the policy; and d.) understands the fund is a tax-exempt organization and that in order to maintain their federal tax exemption, it must engage primarily in activities which accomplishes one or more of its tax-exempt purposes.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Not made available to the general public.”

Filing and Contact Details

Filer

EIN
11-3322904
Phone
6312341803

Signing Officer

Name
Donald Daley
Title
Trustee
Signed
2015-03-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donald Daley
Formed
1996
Legal Domicile
Ny
Voting Board Members
4
Independent Board Members
4
Employees
160

Preparer

Preparer
Steven T Schlapp
Phone
2125649451
Supplemental Narrative

Additional Explanations

W-2 (S)

“The plan has no employees; w-2's are issued to plan participants to report taxable benefits paid to such particpants.”

Financial Statement Notes

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Changes in benefit obligations $40377”

Raw XML AppendixShowing 400 of 437 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt012429
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt05120
IRS990/AccountsReceivableGrp/BOYAmt098788
IRS990/AccountsReceivableGrp/EOYAmt052346
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE VACATION AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt0751780
IRS990/BooksInCareOfDetail/PersonNm0DAWN LANGE BENEFITS MNGR
IRS990/BooksInCareOfDetail/PhoneNum06312341803
IRS990/BooksInCareOfDetail/USAddress/AddressLine10745 OLD WILLETS PATH
IRS990/BooksInCareOfDetail/USAddress/City0HAUPPAUGE
IRS990/BooksInCareOfDetail/USAddress/State0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCode0117884100
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt033048
IRS990/CashNonInterestBearingGrp/EOYAmt077809
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt0751780
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0134941
IRS990/CYOtherExpensesAmt035318
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0631755
IRS990/CYRevenuesLessExpensesAmt0-20402
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0787098
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0766696
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0PROVIDED VACATION AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0160
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExcessBusinessHoldingsInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt06690
IRS990/FeesForServicesLegalGrp/TotalAmt04423
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt04500
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt34.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0DONALD DALEY
IRS990/Form990PartVIISectionAGrp/PersonNm1FRANK GIORDANO
IRS990/Form990PartVIISectionAGrp/PersonNm2BRIAN FUGE
IRS990/Form990PartVIISectionAGrp/PersonNm3PIERCE BRENNAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01996
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt098933
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0807566
IRS990/GrossReceiptsAmt01475329
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0950
IRS990/InsuranceGrp/TotalAmt01529
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt036008
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt036008
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01780916
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01946004
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0708633
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE VACATION AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02065309
IRS990/NetAssetsOrFundBalancesEOYAmt02058479
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt098933
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt098933
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt013572
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt0532
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0O/H REIMB OF SHARED EXPENSES
IRS990/OtherExpensesGrp/TotalAmt016694
IRS990/OtherLiabilitiesGrp/BOYAmt0301543
IRS990/OtherLiabilitiesGrp/EOYAmt0340838
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01255
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01255
IRS990/PrincipalOfficerNm0DONALD DALEY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0631755
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0631755
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0697180
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt022836
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt043360
IRS990/PYProgramServiceRevenueAmt01759755
IRS990/PYRevenuesLessExpensesAmt01042051
IRS990/PYTotalExpensesAmt0740540
IRS990/PYTotalRevenueAmt01782591
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-20402
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02065309
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02058479
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0465274
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0327023
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt040377
IRS990ScheduleD/ExpensesSubtotalAmt0746721
IRS990ScheduleD/NetUnrealizedGainsInvstAmt013572
IRS990ScheduleD/OtherExpensesNotIncludedAmt040377
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0338829
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11510
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2499
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO RELATED ORGANIZATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2UNCLAIMED BENEFIT CHECKS
IRS990ScheduleD/RevenueNotReportedAmt013572
IRS990ScheduleD/RevenueSubtotalAmt0766696
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CHANGES IN BENEFIT OBLIGATIONS $40377
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S
IRS990ScheduleD/TotalExpensesPerForm990Amt0787098
IRS990ScheduleD/TotalLiabilityAmt0340838
IRS990ScheduleD/TotalRevenuePerForm990Amt0766696
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0780268
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0746721
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FEDERAL FORM 990 IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES BEFORE IT IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH EMPLOYEE AND OFFICER ANNUALLY SIGNS A STATEMENT WHICH AFFIRMS THAT SUCH PERSON: A.) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY; B.) HAS READ AND UNDERSTANDS THE POLICY; C.) HAS AGRRED TO COMPLY WITH THE POLICY; AND D.) UNDERSTANDS THE FUND IS A TAX-EXEMPT ORGANIZATION AND THAT IN ORDER TO MAINTAIN THEIR FEDERAL TAX EXEMPTION, IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISHES ONE OR MORE OF ITS TAX-EXEMPT PURPOSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NOT MADE AVAILABLE TO THE GENERAL PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PLAN HAS NO EMPLOYEES; W-2'S ARE ISSUED TO PLAN PARTICIPANTS TO REPORT TAXABLE BENEFITS PAID TO SUCH PARTICPANTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3W-2 (S)
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd3false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd4false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd5false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd6false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine10NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine11NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine12NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine13NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine14NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine15NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine16NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd2NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd3NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd4NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd5NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd6NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0CONTREML
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1CONTREML
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt2CONTREML
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt3CONTREML
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt4CONTREML
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt5CONTREML
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt6CONTREML
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine10ASPLUNDH TREE EXPERT COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine11HARDER TREE SERVICE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine12Pro-Line Clearance
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine13IPC CLEAN UP INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine14IPC CONTRACTING CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine15LEWIS TREE SERVICE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine16LOOKS GREAT SERVICES INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd3false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10IBEW LOCAL 1049 HEALTH & WELFARE FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine11IBEW LOCAL 1049 SKILL IMPROVEMENT FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine12IBEW LOCAL 1049 CLEAR TREE TRIMMING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine13IBEW LOCAL 1049 CRAFT ANNUITY FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0116043757
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1113078707
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2116404396
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3113051862
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROV HEALTH AND WEL BEN TO ELIG PART.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1TO ESTAB AND PROMOTE TRAINING PROGRAMS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2TO PROVIDE EDUCATIONAL TRAINING.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3TO PROV ANN BENEFITS TO ELIGIBLE PART.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10745 OLD WILLETS PATH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine11745 OLD WILLETS PATH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine12745 OLD WILLETS PATH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine13745 OLD WILLETS PATH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0HAUPPAUGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City1HAUPPAUGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City2HAUPPAUGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City3HAUPPAUGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State2NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State3NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode0117884100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode1117884100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode2117884100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode3117884100
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02379281
IRS990/TotalAssetsEOYAmt02404437
IRS990/TotalAssetsGrp/BOYAmt02379281
IRS990/TotalAssetsGrp/EOYAmt02404437
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt0160
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0787098
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0313972
IRS990/TotalLiabilitiesEOYAmt0345958
IRS990/TotalLiabilitiesGrp/BOYAmt0313972
IRS990/TotalLiabilitiesGrp/EOYAmt0345958
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02065309
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02058479
IRS990/TotalProgramServiceRevenueAmt0631755
IRS990/TotalRevenueGrp/ExclusionAmt0134941
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0631755
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0766696
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02379281
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02404437
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,404,437
Liabilities
$345,958
Net assets
$2,058,479
Revenue
$766,696
Expenses
$787,098
Net income
-$20,402
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.48$0.01$0.47$0.02$0.04$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.50$0.01$0.49$0.01$0.08$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.86$0.30$0.56$0.28$0.51$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.84$0.79$1.20$1.06$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.77$1.04$0.73$1.08$1.25$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$1.00$0.86$0.89$1.71$0.81
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$0.50$1.20$0.89$1.34$0.45
2017Detailed filing. Detailed filing data is available for this year.$2.18$0.52$1.65$1.11$1.08$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.97$0.40$1.57$0.87$0.93$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$0.36$1.62$0.61$0.98$0.37
2014Detailed filing. Detailed filing data is available for this year.$2.40$0.35$2.06$0.77$0.79$0.02
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.38$0.31$2.07$1.78$0.74$1.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.29$1.03$0.80
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.51$0.33$1.18$0.78
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.54$0.32$1.22$0.73