Civic Intelligence

Ibew Local 1049 Vacation Fund

990 • Fiscal year 2015 • EIN 11-3322904

Jul 01, 2014 to Jun 30, 2015 • Filed on Mar 15, 2016

Organization ProfileWWW.IBEW1049.ORG

View Organization Page

100 Corporate DriveHoltsville, NY 11742

(631) 234-1803

Siviq Scores

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

Liabilities / Assets

75th percentile

0.18x

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

2015 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

93rd percentile

0.59x

Higher debt load relative to revenue than 93% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2015

Net Margin

8th percentile

-62%

Higher net margin than 8% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2015 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2015

Asset Growth

17th percentile

-18%

Faster asset growth than 17% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

15th percentile

-21%

Faster revenue growth than 15% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$1,978,589

Down $425,848 (-18%) from 2014

Net Assets

Down

$1,621,443

Down $437,036 (-21%) from 2014

Liabilities

Up

$357,146

Up $11,188 (+3.2%) from 2014

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin8th percentile

Revenue

Down

$606,378

Down $160,318 (-21%) from 2014

Expenses

Up

$979,960

Up $192,862 (+25%) from 2014

Net Income

Down

-$373,582

Down $353,180 (-1731%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth17th 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

2015

Assets$1,978,589
Liabilities$357,146
Net Assets$1,621,443
Open 2015 Filing

Operations Trend

Revenue Growth15th 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

2015

Revenue$606,378
Expenses$979,960
Net Income-$373,582
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Mar 15, 2016
Return Version
2014v6.0
Gross Receipts
$1,701,638
Mission and Program Overview

Mission

To provide vacation and other benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,946,004$1,622,981▼ $323,023
Rtn Earn Endowment Incm Other Fnds$2,058,479$1,621,443▼ $437,036
Cash and Non-Interest-Bearing Accounts$77,809$225,889▲ $148,080
Accounts Receivable$52,346$75,290▲ $22,944
Savings and Temporary Cash Investments$327,023$52,920▼ $274,103
Prepaid Expenses and Deferred Charges$1,255$1,509▲ $254
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$2,404,437$1,978,589▼ $425,848
Other Assets Total-$0-
Liabilities
Other Liabilities$340,838$339,849▼ $989
Accounts Payable and Accrued Expenses$5,120$17,297▲ $12,177
Total Liabilities$345,958$357,146▲ $11,188
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,058,479$1,621,443▼ $437,036
Total Liabilities and Net Assets / Fund Balance$2,404,437$1,978,589▼ $425,848
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Brian FugeTrustee
Donald Daley JrTrustee
Frank GiordanoTrustee
Pierce BrennanTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$523,354
Investment Income
$83,024
Other Revenue
$0
Change in Net Assets
$-373,582

Audited Revenue Reconciliation

Revenue per Audited Statements
$606,378
Revenue Not Reported on Form 990
$-63,454
Total Revenue per Audited Statements
$542,924
Total Revenue per Form 990
$606,378
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$46,812
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---$933,148
Other Expenses---$25,458
Insurance---$8,408
Fees for Services Accounting---$7,530
Fees for Services Legal---$4,085
Office Expenses---$781
Information Technology---$550
Total Functional Expenses$0$0$0$979,960

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$979,960
Expenses per Audited Statements$979,551
Total Expenses per Audited Statements$979,551
Expenses Not Reported on Financial Statements$409
Other Expense Adjustments$409
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$339,238
Unclaimed Benefit Checks$499
Due to Related Organization$112
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 its federal tax exemption, it must engage primarily in activities which accomplishe 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

Filer Name
Ibew Local 1049 Vacation Fund
EIN
11-3322904
Phone
6312341803
Address
100 CORPORATE DRIVE, HOLTSVILLE, NY 11742

Signing Officer

Name
Donald Daley Jr
Title
Trustee
Signed
2016-03-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donald Daley Jr
Formed
1996
Legal Domicile
Ny
Voting Board Members
4
Independent Board Members
4
Employees
254

Preparer

Firm
Gould Kobrick & Schlapp Pc
Address
3 PARK AVE 14TH FL, NEW YORK, NY 10016-5902
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 $409”

Raw XML AppendixShowing 400 of 442 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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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 ITS FEDERAL TAX EXEMPTION, IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISHE 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)
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0ASPLUNDH TREE EXPERT COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1HARDER TREE SERVICE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2IPC CLEAN UP INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3IPC CONTRACTING CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4LEWIS TREE SERVICE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5GREEN VELVET LANDSCAPING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6ZIZZA HIGHWAY SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7ALL RELIABLE SERVICES
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0IBEW LOCAL 1049 HEALTH & WELFARE FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1IBEW LOCAL 1049 SKILL IMPROVEMENT FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2IBEW LOCAL 1049 CLEAR TREE TRIMMING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3IBEW LOCAL 1049 CRAFT ANNUITY FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0116043757
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1113078707
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2116404396
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(5)
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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/AddressLine1Txt0745 OLD WILLETS PATH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1745 OLD WILLETS PATH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2745 OLD WILLETS PATH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt3745 OLD WILLETS PATH
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,978,589
Liabilities
$357,146
Net assets
$1,621,443
Revenue
$606,378
Expenses
$979,960
Net income
-$373,582
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
2015Detailed filing. Detailed filing data is available for this year.$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