Civic Intelligence

Local 355 Usw Joint Apprenticeship and Training Fund

990 • Fiscal year 2015 • EIN 11-3522006

May 01, 2014 to Apr 30, 2015 • Filed on Mar 12, 2016

138-50 Queens BlvdBriarwood, NY 11435

(718) 658-4848

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.09x

Higher debt load relative to assets than 62% of similar nonprofits.

2015 filings • NTEE B • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

65th percentile

0.08x

Higher debt load relative to revenue than 65% of similar nonprofits.

2015 filings • NTEE B • $500k-$1M nonprofits • Source year 2015

Net Margin

53rd percentile

4.3%

Higher net margin than 53% of similar nonprofits.

2015 filings • NTEE B • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

94th percentile

$160,513

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 25.1% of source-year revenue.

2015 filings • NTEE B • $500k-$1M nonprofits • Source year 2015

Asset Growth

62nd percentile

7.6%

Faster asset growth than 62% of similar nonprofits.

2015 filings • NTEE B • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

61st percentile

7.6%

Faster revenue growth than 61% of similar nonprofits.

2015 filings • NTEE B • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Up

$576,655

Up $40,642 (+7.6%) from 2014

Net Assets

Up

$526,784

Up $27,241 (+5.5%) from 2014

Liabilities

Up

$49,871

Up $13,401 (+37%) from 2014

Revenue

Up

$639,896

Up $44,944 (+7.6%) from 2014

Expenses

Down

$612,655

Down $22,366 (-3.5%) from 2014

Net Income

Up

$27,241

Up $67,310 (+168%) from 2014

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $699,028Liabilities 2010: $49,609Net Assets 2010: $649,4192010Assets 2011: $660,140Liabilities 2011: $55,751Net Assets 2011: $604,3892011Assets 2012: $620,007Liabilities 2012: $32,054Net Assets 2012: $587,9532012Assets 2013: $583,933Liabilities 2013: $44,321Net Assets 2013: $539,6122013Assets 2014: $536,013Liabilities 2014: $36,470Net Assets 2014: $499,5432014Assets 2015: $576,655Liabilities 2015: $49,871Net Assets 2015: $526,7842015Assets 2016: $720,359Liabilities 2016: $62,208Net Assets 2016: $658,1512016Assets 2017: $910,858Liabilities 2017: $65,771Net Assets 2017: $845,0872017Assets 2018: $1,112,573Liabilities 2018: $45,507Net Assets 2018: $1,067,0662018Assets 2019: $1,404,797Liabilities 2019: $59,871Net Assets 2019: $1,344,9262019Assets 2020: $1,499,836Liabilities 2020: $36,620Net Assets 2020: $1,463,2162020Assets 2021: $1,619,906Liabilities 2021: $97,114Net Assets 2021: $1,522,7922021Assets 2022: $1,667,110Liabilities 2022: $44,369Net Assets 2022: $1,622,7412022Assets 2023: $1,752,560Liabilities 2023: $55,783Net Assets 2023: $1,696,7772023Assets 2024: $2,531,733Liabilities 2024: $638,145Net Assets 2024: $1,893,5882024Assets 2025: $2,634,067Liabilities 2025: $513,424Net Assets 2025: $2,120,6432025

Highlighted filing

2015

Assets$576,655
Liabilities$49,871
Net Assets$526,784

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $575,0322010Expenses 2011: $487,5662011Expenses 2012: $508,1662012Revenue 2013: $528,536Expenses 2013: $576,877Net Income 2013: -$48,3412013Revenue 2014: $594,952Expenses 2014: $635,021Net Income 2014: -$40,0692014Revenue 2015: $639,896Expenses 2015: $612,655Net Income 2015: $27,2412015Revenue 2016: $887,347Expenses 2016: $755,980Net Income 2016: $131,3672016Revenue 2017: $882,019Expenses 2017: $695,083Net Income 2017: $186,9362017Revenue 2018: $1,008,071Expenses 2018: $786,092Net Income 2018: $221,9792018Revenue 2019: $1,181,859Expenses 2019: $903,999Net Income 2019: $277,8602019Revenue 2020: $997,828Expenses 2020: $879,538Net Income 2020: $118,2902020Revenue 2021: $899,663Expenses 2021: $840,087Net Income 2021: $59,5762021Revenue 2022: $938,023Expenses 2022: $850,989Net Income 2022: $87,0342022Revenue 2023: $1,031,288Expenses 2023: $957,252Net Income 2023: $74,0362023Revenue 2024: $1,151,082Expenses 2024: $945,622Net Income 2024: $205,4602024Revenue 2025: $1,133,847Expenses 2025: $939,302Net Income 2025: $194,5452025

Highlighted filing

2015

Revenue$639,896
Expenses$612,655
Net Income$27,241
Jump To
Filing Snapshot
Filing Period
May 1, 2014 to Apr 30, 2015
Signed
Mar 12, 2016
Return Version
2014v6.0
Gross Receipts
$639,896
Mission and Program Overview

Mission

To provide apprenticeship training, skill improvement and safety education to eligible participants.

To provide apprenticeship training, skill improvement and safety education to eligible participants

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$499,543$526,784▲ $27,241
Savings and Temporary Cash Investments$332,406$403,665▲ $71,259
Accounts Receivable$123,862$121,900▼ $1,962
Cash and Non-Interest-Bearing Accounts$27,032$22,025▼ $5,007
Land, Buildings, and Equipment, Net$40,934$17,299▼ $23,635
Prepaid Expenses and Deferred Charges$11,779$11,766▼ $13
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$536,013$576,655▲ $40,642
Liabilities
Accounts Payable and Accrued Expenses$36,470$34,871▼ $1,599
Other Liabilities$0$15,000▲ $15,000
Total Liabilities$36,470$49,871▲ $13,401
Net Assets / Fund Balance
Total Net Assets Fund Balance$499,543$526,784▲ $27,241
Total Liabilities and Net Assets / Fund Balance$536,013$576,655▲ $40,642

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$5,415$397,790$403,205
Equipment$8,404$187,941$196,345
Other Land Buildings$3,480$15,404$18,884
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brian KeatingDirectorFT$120,000$40,513$160,513

Board Members and Trustees

NameTitle
Gandolfo SchiavoneEmployer Trustee
Joseph LorussoEmployer Trustee
Walter J PrydatkoEmployer Trustee
Jonathan S AmesUnion Trustee
Kevin BarryUnion Trustee
Lori AmesUnion Trustee
Edward L Byrne SrFund Administrator
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$639,877
Investment Income
$19
Other Revenue
$0
Change in Net Assets
$27,241

Audited Revenue Reconciliation

Revenue per Audited Statements
$639,896
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$639,896
Total Revenue per Form 990
$639,896
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$355,099
Salaries, Compensation, and Employee Benefits$257,556
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$168,734--$168,734
Occupancy$132,485--$132,485
Other Salaries and Wages$72,148--$72,148
Fees for Services Legal-$30,188-$30,188
Depreciation Depletion$21,966$1,670-$23,636
Fees for Services Accounting-$21,600-$21,600
Office Expenses-$20,545-$20,545
Payroll Taxes$16,674--$16,674
Insurance$11,839$3,529-$15,368
Other Expenses$11,775$2,072-$13,847
Travel-$1,534-$1,534
Advertising$168--$168
Total Functional Expenses$469,333$143,322$0$612,655

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$612,655
Total Expenses per Audited Statements$612,655
Total Expenses per Form 990$612,655
Expenses Not Reported on Financial Statements$0
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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Education Fees Payable$15,000
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
Yes
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, Section A, Line 2

Jonathan s. Ames and lori ames - family relationship

Form 990, Part VI, Section B, Line 11

A draft of the form 990 was prepared by the outside accounting firm with assistance from fund personnel and legal counsel and presented to the controller for initial review. The controller then circulated a copy of the draft form 990 to the fund administrator, fund's trustees, officers and legal counsel. After further review and completion of any open items, the final document was circulated to all of the officers and trustees, who, after their own review, were canvassed for approval, acceptance and authorization to file the form 990 before its due date.

Form 990, Part VI, Section B, Line 12C

The trustees of the fund at their regular meetings take up the business of the organization which may include instances where a conflict of interest may have occurred or is subject of discussion. If a conflict of interest is presented, the trustees take appropriate action with any conflicted member abstaining from participation in the discussion and vote. All trustees, officers and employees are covered by conflict of interest policy.

Form 990, Part VI, Section C, Line 19

The fund's governing documents, conflict of interest policy and financial statements are available to all members upon request. Documents are made available to the public to the extent required by law.

FORM 990, PART VII - COLUMN (B) AVG HOURS:

Hours recorded are an estimate of average hours worked per week amongst the tax exempt organizations that the individual holds position in, where work is assigned as a required component of the person's primary employment. As allocated, work time is devoted to provide necessary support and services needed by the respective organizations' programs.

Filing and Contact Details

Filer

Filer Name
Local 355 Usw Joint Apprenticeship and
EIN
11-3522006
Phone
7186584848
Address
138-50 QUEENS BLVD, BRIARWOOD, NY 11435

Signing Officer

Name
Lori Ames
Title
Union Trustee
Phone
7186584848
Signed
2016-03-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lori Ames
Formed
2002
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
6
Employees
13
Volunteers
0

Preparer

Firm
Saxbst Llp
Address
28 WEST 44TH STREET, NEW YORK, NY 10036
Preparer
Patrick C Stines
Phone
2126618640
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The plan is intended to be exempt from federal income tax under the provisions of section 501(c)(3) of the internal revenue code (irc), as amended and has obtained a favorable determination letter from the internal revenue service (irs) dated december, 2004. The plan has been amended since receiving the determination letter. However, the plan's trustees and the plan's legal counsel believe that the plan is currently designed and being operated in compliance with the applicable requirements of the irc. The plan's management evaluates tax positions taken by the plan and recognizes a tax liability or asset if an uncertain tax position was taken and it is more likely than not that the tax position would not be sustained upon examination by taxing authorities. The plan is subject to routine audits by taxing jurisdictions.

Raw XML AppendixShowing 400 of 422 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt036470
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt034871
IRS990/AccountsReceivableGrp/BOYAmt0123862
IRS990/AccountsReceivableGrp/EOYAmt0121900
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE APPRENTICESHIP TRAINING, SKILL IMPROVEMENT AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS
IRS990/AdvertisingGrp/ProgramServicesAmt0168
IRS990/AdvertisingGrp/TotalAmt0168
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0EDWARD L BYRNE SR
IRS990/BooksInCareOfDetail/PhoneNum07186584848
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0138-50 QUEENS BLVD
IRS990/BooksInCareOfDetail/USAddress/CityNm0BRIARWOOD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd011435
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt027032
IRS990/CashNonInterestBearingGrp/EOYAmt022025
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0168734
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0168734
IRS990/CompensationFromOtherSrcsInd01
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt019
IRS990/CYOtherExpensesAmt0355099
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0639877
IRS990/CYRevenuesLessExpensesAmt027241
IRS990/CYSalariesCompEmpBnftPaidAmt0257556
IRS990/CYTotalExpensesAmt0612655
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0639896
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt01670
IRS990/DepreciationDepletionGrp/ProgramServicesAmt021966
IRS990/DepreciationDepletionGrp/TotalAmt023636
IRS990/Desc0TO PROVIDE TRAINING, SKILL IMPROVEMENT AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt013
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0469333
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt021600
IRS990/FeesForServicesAccountingGrp/TotalAmt021600
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt030188
IRS990/FeesForServicesLegalGrp/TotalAmt030188
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt070.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt165.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt265.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt310.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt410.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt510.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt665.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt729897
IRS990/Form990PartVIISectionAGrp/PersonNm0JONATHAN S AMES
IRS990/Form990PartVIISectionAGrp/PersonNm1KEVIN BARRY
IRS990/Form990PartVIISectionAGrp/PersonNm2LORI AMES
IRS990/Form990PartVIISectionAGrp/PersonNm3GANDOLFO SCHIAVONE
IRS990/Form990PartVIISectionAGrp/PersonNm4WALTER J PRYDATKO
IRS990/Form990PartVIISectionAGrp/PersonNm5JOSEPH LORUSSO
IRS990/Form990PartVIISectionAGrp/PersonNm6EDWARD L BYRNE SR
IRS990/Form990PartVIISectionAGrp/PersonNm7BRIAN KEATING
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7130616
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6FUND ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0639896
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt03529
IRS990/InsuranceGrp/ProgramServicesAmt011839
IRS990/InsuranceGrp/TotalAmt015368
IRS990/InvestmentIncomeGrp/ExclusionAmt019
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt019
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0601135
IRS990/LandBldgEquipBasisNetGrp/BOYAmt040934
IRS990/LandBldgEquipBasisNetGrp/EOYAmt017299
IRS990/LandBldgEquipCostOrOtherBssAmt0618434
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE APPRENTICESHIP TRAINING, SKILL IMPROVEMENT AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0499543
IRS990/NetAssetsOrFundBalancesEOYAmt0526784
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0132485
IRS990/OccupancyGrp/TotalAmt0132485
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt020545
IRS990/OfficeExpensesGrp/TotalAmt020545
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0REIMB. P/R, TAXES & BEN
IRS990/OtherExpensesGrp/Desc1EDUCATIONAL COURSES
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt062184
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12072
IRS990/OtherExpensesGrp/ProgramServicesAmt033544
IRS990/OtherExpensesGrp/ProgramServicesAmt111775
IRS990/OtherExpensesGrp/TotalAmt062184
IRS990/OtherExpensesGrp/TotalAmt133544
IRS990/OtherExpensesGrp/TotalAmt213847
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt015000
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt072148
IRS990/OtherSalariesAndWagesGrp/TotalAmt072148
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt016674
IRS990/PayrollTaxesGrp/TotalAmt016674
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt011779
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt011766
IRS990/PrincipalOfficerNm0LORI AMES
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYERS CONTRIB.
IRS990/ProgramServiceRevenueGrp/Desc1EDUCATION SEMINARS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0611077
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt128800
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0611077
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt128800
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0386712
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0594952
IRS990/PYRevenuesLessExpensesAmt0-40069
IRS990/PYSalariesCompEmpBnftPaidAmt0248309
IRS990/PYTotalExpensesAmt0635021
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0594952
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt027241
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0639877
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0499543
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0526784
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0332406
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0403665
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt08404
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0187941
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0196345
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0612655
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt05415
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0397790
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0403205
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03480
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt015404
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt018884
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt015000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0EDUCATION FEES PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0639896
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN IS INTENDED TO BE EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC), AS AMENDED AND HAS OBTAINED A FAVORABLE DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED DECEMBER, 2004. THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN'S TRUSTEES AND THE PLAN'S LEGAL COUNSEL BELIEVE THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. THE PLAN'S MANAGEMENT EVALUATES TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZES A TAX LIABILITY OR ASSET IF AN UNCERTAIN TAX POSITION WAS TAKEN AND IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt017299
IRS990ScheduleD/TotalExpensesPerForm990Amt0612655
IRS990ScheduleD/TotalLiabilityAmt015000
IRS990ScheduleD/TotalRevenuePerForm990Amt0639896
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0639896
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0612655
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd00
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd00
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0PUBLISHED ANNUALLY IN LOCAL NEWSPAPER
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1(B) NO SCHOLARSHIPS OR FINANCIAL ASSISTANCE PROVIDED (D) NO CONTRIBUTIONS ARE SOLICITED
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0120000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount04616
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt029897
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt06000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0BRIAN KEATING
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0160513
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0COMPENSATION FROM UNRELATED ORGANIZATION: EDWARD L. BYRNE, SR. TOTAL COMPENSATION PAID BY UNITED SERVICE WORKERS UNION, IUJAT- NATIONAL UNION (UNRELATED ORGANIZATION) AMOUNTED TO $671,120 CONSISTING OF $455,606 IN REPORTABLE W-2 COMPENSATION AND $215,514 IN CONTRIBUTIONS TO EMPLOYEE BENEFIT PLANS. 1% OF SALARIES AND BENEFITS INCLUDED IN TOTAL COMPENSATION IS REIMBURSED BY THE FILING ORGANIZATION.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE J, PAGE 3, PART III
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JONATHAN S. AMES AND LORI AMES - FAMILY RELATIONSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT OF THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTING FIRM WITH ASSISTANCE FROM FUND PERSONNEL AND LEGAL COUNSEL AND PRESENTED TO THE CONTROLLER FOR INITIAL REVIEW. THE CONTROLLER THEN CIRCULATED A COPY OF THE DRAFT FORM 990 TO THE FUND ADMINISTRATOR, FUND'S TRUSTEES, OFFICERS AND LEGAL COUNSEL. AFTER FURTHER REVIEW AND COMPLETION OF ANY OPEN ITEMS, THE FINAL DOCUMENT WAS CIRCULATED TO ALL OF THE OFFICERS AND TRUSTEES, WHO, AFTER THEIR OWN REVIEW, WERE CANVASSED FOR APPROVAL, ACCEPTANCE AND AUTHORIZATION TO FILE THE FORM 990 BEFORE ITS DUE DATE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUSTEES OF THE FUND AT THEIR REGULAR MEETINGS TAKE UP THE BUSINESS OF THE ORGANIZATION WHICH MAY INCLUDE INSTANCES WHERE A CONFLICT OF INTEREST MAY HAVE OCCURRED OR IS SUBJECT OF DISCUSSION. IF A CONFLICT OF INTEREST IS PRESENTED, THE TRUSTEES TAKE APPROPRIATE ACTION WITH ANY CONFLICTED MEMBER ABSTAINING FROM PARTICIPATION IN THE DISCUSSION AND VOTE. ALL TRUSTEES, OFFICERS AND EMPLOYEES ARE COVERED BY CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FUND'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO ALL MEMBERS UPON REQUEST. DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4HOURS RECORDED ARE AN ESTIMATE OF AVERAGE HOURS WORKED PER WEEK AMONGST THE TAX EXEMPT ORGANIZATIONS THAT THE INDIVIDUAL HOLDS POSITION IN, WHERE WORK IS ASSIGNED AS A REQUIRED COMPONENT OF THE PERSON'S PRIMARY EMPLOYMENT. AS ALLOCATED, WORK TIME IS DEVOTED TO PROVIDE NECESSARY SUPPORT AND SERVICES NEEDED BY THE RESPECTIVE ORGANIZATIONS' PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII - COLUMN (B) AVG HOURS:
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0536013
IRS990/TotalAssetsEOYAmt0576655
IRS990/TotalAssetsGrp/BOYAmt0536013
IRS990/TotalAssetsGrp/EOYAmt0576655
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt013
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0143322
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0469333
IRS990/TotalFunctionalExpensesGrp/TotalAmt0612655
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt036470
IRS990/TotalLiabilitiesEOYAmt049871
IRS990/TotalLiabilitiesGrp/BOYAmt036470
IRS990/TotalLiabilitiesGrp/EOYAmt049871
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0499543
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0526784
IRS990/TotalOtherCompensationAmt029897
IRS990/TotalProgramServiceExpensesAmt0469333
IRS990/TotalProgramServiceRevenueAmt0639877
IRS990/TotalReportableCompFromOrgAmt0130616
IRS990/TotalRevenueGrp/ExclusionAmt019
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0639877
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0639896
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0536013
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0576655
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt01534
IRS990/TravelGrp/TotalAmt01534
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0138-50 QUEENS BLVD
IRS990/USAddress/CityNm0BRIARWOOD
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd011435
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LORI AMES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0UNION TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07186584848
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-12

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.63$0.51$2.12$1.13$0.94$0.19
2024Detailed filing. Detailed filing data is available for this year.$2.53$0.64$1.89$1.15$0.95$0.21
2023Detailed filing. Detailed filing data is available for this year.$1.75$0.06$1.70$1.03$0.96$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.67$0.04$1.62$0.94$0.85$0.09
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.62$0.10$1.52$0.90$0.84$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.50$0.04$1.46$1.00$0.88$0.12
2019Detailed filing. Detailed filing data is available for this year.$1.40$0.06$1.34$1.18$0.90$0.28
2018Detailed filing. Detailed filing data is available for this year.$1.11$0.05$1.07$1.01$0.79$0.22
2017Detailed filing. Detailed filing data is available for this year.$0.91$0.07$0.85$0.88$0.70$0.19
2016Detailed filing. Detailed filing data is available for this year.$0.72$0.06$0.66$0.89$0.76$0.13
2015Detailed filing. Detailed filing data is available for this year.$0.58$0.05$0.53$0.64$0.61$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.54$0.04$0.50$0.59$0.64$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.04$0.54$0.53$0.58$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.03$0.59$0.51
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.06$0.60$0.49
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.70$0.05$0.65$0.58