Civic Intelligence

Ibew Local 1049 Vacation Fund

990 • Fiscal year 2016 • EIN 11-3322904

Jul 01, 2015 to Jun 30, 2016 • Filed on Apr 12, 2017

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

77th percentile

0.20x

Higher debt load relative to assets than 77% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

91st percentile

0.46x

Higher debt load relative to revenue than 91% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Net Margin

25th percentile

-6.5%

Higher net margin than 25% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

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.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Asset Growth

41st percentile

-0.4%

Faster asset growth than 41% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

92nd percentile

44%

Faster revenue growth than 92% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$1,970,944

Down $7,645 (-0.4%) from 2015

Net Assets

Down

$1,568,406

Down $53,037 (-3.3%) from 2015

Liabilities

Up

$402,538

Up $45,392 (+13%) from 2015

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin25th percentile

Revenue

Up

$873,060

Up $266,682 (+44%) from 2015

Expenses

Down

$929,446

Down $50,514 (-5.2%) from 2015

Net Income

Up

-$56,386

Up $317,196 (+85%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2016

Assets$1,970,944
Liabilities$402,538
Net Assets$1,568,406
Open 2016 Filing

Operations Trend

Revenue Growth92nd 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

2016

Revenue$873,060
Expenses$929,446
Net Income-$56,386
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Apr 12, 2017
Return Version
2015v3.0
Gross Receipts
$1,289,808
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$1,621,443$1,568,406▼ $53,037
Investments in Publicly Traded Securities$1,622,981$1,467,580▼ $155,401
Savings and Temporary Cash Investments$52,920$335,508▲ $282,588
Accounts Receivable$75,290$93,561▲ $18,271
Cash and Non-Interest-Bearing Accounts$225,889$62,740▼ $163,149
Intangible Assets-$9,600-
Prepaid Expenses and Deferred Charges$1,509$1,955▲ $446
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-
Inventories for Sale or Use-$0-
Total Assets$1,978,589$1,970,944▼ $7,645
Other Assets Total-$0-
Liabilities
Other Liabilities$339,849$393,262▲ $53,413
Accounts Payable and Accrued Expenses$17,297$9,276▼ $8,021
Total Liabilities$357,146$402,538▲ $45,392
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,621,443$1,568,406▼ $53,037
Total Liabilities and Net Assets / Fund Balance$1,978,589$1,970,944▼ $7,645
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Brian FugeTrustee
Bryan HughesTrustee
Donald Daley JrTrustee
Frank GiordanoTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$823,583
Investment Income
$49,477
Other Revenue
$0
Change in Net Assets
$-56,386

Audited Revenue Reconciliation

Revenue per Audited Statements
$873,048
Revenue Not Reported on Financial Statements
$12
Revenue Not Reported on Form 990
$3,349
Total Revenue per Audited Statements
$876,397
Total Revenue per Form 990
$873,060
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$59,050
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---$870,396
Insurance---$18,069
Other Expenses---$13,497
Fees for Services Accounting---$12,468
Occupancy---$6,385
Fees for Services Legal---$4,047
Information Technology---$2,795
Office Expenses---$1,777
Fees for Service Investment Mgmnt Fees---$12
Total Functional Expenses$0$0$0$929,446

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$929,446
Expenses per Audited Statements$877,949
Total Expenses per Audited Statements$877,949
Expenses Not Reported on Financial Statements$51,497
Other Expense Adjustments$51,485
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$390,722
Due to Related Organization$2,041
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 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 accomplish 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
Bryan Hughes
Title
Trustee
Signed
2017-04-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ronald Bauer
Formed
1996
Legal Domicile
Ny
Voting Board Members
4
Independent Board Members
4
Employees
184

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 participants.”

Financial Statement Notes

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

“Changes in benefit obligations $51485”

Raw XML AppendixShowing 400 of 460 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/TotalLiabilityAmt0393262
IRS990ScheduleD/TotalRevenuePerForm990Amt0873060
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0876397
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0877949
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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 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 ACCOMPLISH 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 PARTICIPANTS.
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/PrimaryActivitiesTxt2Contributing employer
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt3Contributing employer
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt4Contributing employer
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt5Contributing employer
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt6Contributing employer
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt7Contributing employer
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
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8ASPLUNDH BRUSH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9METROPOLIS HVACO CONTRACTORS
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd4N/A
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/DisregardedEntityName/BusinessNameLine1Txt4IBEW LOCAL 1049 SKILL IMPROV REALTY CORP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0116043757
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1113078707
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2116404396
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3113051862
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN4472071062
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt4501C2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd4NY
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/PrimaryActivitiesTxt4OWN & OPERATE LAND & BLDG.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0100 CORPORATE DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1100 CORPORATE DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2100 CORPORATE DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt3100 CORPORATE DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt4100 CORPORATE DRIVE
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1HOLTSVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2HOLTSVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3HOLTSVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm4HOLTSVILLE
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IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0true
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IRS990/SchoolOperatingInd0false
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,970,944
Liabilities
$402,538
Net assets
$1,568,406
Revenue
$873,060
Expenses
$929,446
Net income
-$56,386
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)9 • $1M-$5M nonprofits