Civic Intelligence

Ibew Local 1049 Line Clearance Tree Trimming Skill Improvement Fund

990 • Fiscal year 2018 • EIN 11-6404396

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 27, 2019

Organization ProfileWWW.IBEW1049.ORG

Refreshing map…

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

57th percentile

0.01x

Higher debt load relative to assets than 57% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

75th percentile

0.07x

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

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Net Margin

90th percentile

28%

Higher net margin than 90% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Asset Growth

60th percentile

5.1%

Faster asset growth than 60% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

23rd percentile

-5.1%

Faster revenue growth than 23% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$857,729

Up $42,009 (+5.1%) from 2017

Net Assets

Up

$847,915

Up $41,300 (+5.1%) from 2017

Liabilities

Up

$9,814

Up $709 (+7.8%) from 2017

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin90th percentile

Revenue

Down

$146,554

Down $7,808 (-5.1%) from 2017

Expenses

Up

$105,254

Up $46,135 (+78%) from 2017

Net Income

Down

$41,300

Down $53,943 (-57%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$1.0M$500K$0Assets 2010: $317,117Liabilities 2010: $9,516Net Assets 2010: $307,6012010Assets 2011: $368,415Liabilities 2011: $7,433Net Assets 2011: $360,9822011Assets 2012: $559,107Liabilities 2012: $10,137Net Assets 2012: $548,9702012Assets 2013: $589,213Liabilities 2013: $13,615Net Assets 2013: $575,5982013Assets 2014: $629,061Liabilities 2014: $10,580Net Assets 2014: $618,4812014Assets 2015: $636,994Liabilities 2015: $5,376Net Assets 2015: $631,6182015Assets 2016: $726,315Liabilities 2016: $14,943Net Assets 2016: $711,3722016Assets 2017: $815,720Liabilities 2017: $9,105Net Assets 2017: $806,6152017Assets 2018: $857,729Liabilities 2018: $9,814Net Assets 2018: $847,9152018Assets 2019: $900,392Liabilities 2019: $10,287Net Assets 2019: $890,1052019Assets 2020: $955,305Liabilities 2020: $8,151Net Assets 2020: $947,1542020Assets 2021: $909,923Liabilities 2021: $11,105Net Assets 2021: $898,8182021Assets 2022: $872,908Liabilities 2022: $6,187Net Assets 2022: $866,7212022Assets 2023: $928,839Liabilities 2023: $7,567Net Assets 2023: $921,2722023Assets 2024: $986,876Liabilities 2024: $43,339Net Assets 2024: $943,5372024

Highlighted filing

2018

Assets$857,729
Liabilities$9,814
Net Assets$847,915
Open 2018 Filing

Operations Trend

Revenue Growth23rd percentile

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

$200K$100K$0-$100KRevenue 2010: $123,947Expenses 2010: $61,953Net Income 2010: $61,9942010Revenue 2011: $121,689Expenses 2011: $68,308Net Income 2011: $53,3812011Expenses 2012: $67,4792012Revenue 2013: $126,612Expenses 2013: $99,984Net Income 2013: $26,6282013Revenue 2014: $118,707Expenses 2014: $75,824Net Income 2014: $42,8832014Revenue 2015: $100,429Expenses 2015: $87,292Net Income 2015: $13,1372015Revenue 2016: $171,105Expenses 2016: $91,351Net Income 2016: $79,7542016Revenue 2017: $154,362Expenses 2017: $59,119Net Income 2017: $95,2432017Revenue 2018: $146,554Expenses 2018: $105,254Net Income 2018: $41,3002018Revenue 2019: $135,707Expenses 2019: $93,517Net Income 2019: $42,1902019Revenue 2020: $145,036Expenses 2020: $87,987Net Income 2020: $57,0492020Revenue 2021: $69,864Expenses 2021: $118,200Net Income 2021: -$48,3362021Revenue 2022: $134,393Expenses 2022: $101,675Net Income 2022: $32,7182022Revenue 2023: $96,786Expenses 2023: $108,265Net Income 2023: -$11,4792023Revenue 2024: $167,803Expenses 2024: $131,941Net Income 2024: $35,8622024

Highlighted filing

2018

Revenue$146,554
Expenses$105,254
Net Income$41,300
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 27, 2019
Return Version
2018v3.1
Gross Receipts
$146,554
Mission and Program Overview

Mission

To provide training, retraining, improvement of skills and other benefits to eligible clearance tree trimmers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$806,615$847,915▲ $41,300
Savings and Temporary Cash Investments$411,832$550,487▲ $138,655
Cash and Non-Interest-Bearing Accounts$383,967$272,961▼ $111,006
Accounts Receivable$2,912$11,486▲ $8,574
Land, Buildings, and Equipment, Net$6,160$4,480▼ $1,680
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-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$815,720$857,729▲ $42,009
Other Assets Total$10,849$18,315▲ $7,466
Liabilities
Accounts Payable and Accrued Expenses$3,000$6,720▲ $3,720
Other Liabilities$6,105$3,094▼ $3,011
Total Liabilities$9,105$9,814▲ $709
Net Assets / Fund Balance
Total Net Assets Fund Balance$806,615$847,915▲ $41,300
Total Liabilities and Net Assets / Fund Balance$815,720$857,729▲ $42,009

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,480$3,920$8,400
Compensation and Service Providers
Top Officer Pay31st percentile

Board Members and Trustees

NameTitle
Brian FugeTrustee
Frank GiordanoTrustee
James BogenTrustee
Ronald BauerTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$144,493
Investment Income
$2,061
Other Revenue
$0
Change in Net Assets
$41,300

Audited Revenue Reconciliation

Revenue per Audited Statements
$146,554
Total Revenue per Audited Statements
$146,554
Total Revenue per Form 990
$146,554
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$57,472
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---$47,782
Other Expenses---$29,523
Fees for Services Accounting---$16,872
Information Technology---$3,203
Fees for Services Legal---$2,804
Depreciation Depletion---$1,680
Insurance---$1,570
Office Expenses---$938
Occupancy---$532
Fees for Services Other---$350
Total Functional Expenses$0$0$0$105,254

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$108,265
Total Expenses per Audited Statements$108,265
Total Expenses per Form 990$105,254
Expenses Not Reported on Financial Statements$-3,011
Other Expense Adjustments$-3,011
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
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
benefits payable$3,094
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 presented to 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 annually signs a statement which affirms that such person;a) Has received a copy of the Conflict of Interest Policy,b) Has read and understood the Policy,c) Has agreed to comply with the Policy, andd) Understands that 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 Line Clearance
EIN
11-6404396
Phone
6312341803
Address
100 CORPORATE DRIVE, HOLTSVILLE, NY 11742

Signing Officer

Name
Ronald Bauer
Title
Trustee
Signed
2019-09-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ronald Bauer
Formed
1992
Legal Domicile
Ny
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
Gould Kobrick & Schlapp PC
Address
3 Park Ave 14th Floor, New York, NY 10016-5902
Preparer
Steven T Schlapp
Phone
2125649451
Raw XML Appendix359 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 PRESENTED TO THE BOARD OF TRUSTEES BEFORE IT IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Each employee annually signs a statement which affirms that such person;a) Has received a copy of the Conflict of Interest Policy,b) Has read and understood the Policy,c) Has agreed to comply with the Policy, andd) Understands that 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/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
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IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0IBEW LOCAL 1049 VACATION FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0113322904
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDES VACATION & OTHER BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0100 CORPORATE DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0HOLTSVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd011742
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0815720
IRS990/TotalAssetsEOYAmt0857729
IRS990/TotalAssetsGrp/BOYAmt0815720
IRS990/TotalAssetsGrp/EOYAmt0857729
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0105254
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt09105
IRS990/TotalLiabilitiesEOYAmt09814
IRS990/TotalLiabilitiesGrp/BOYAmt09105
IRS990/TotalLiabilitiesGrp/EOYAmt09814
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0806615
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0847915
IRS990/TotalProgramServiceRevenueAmt0144493
IRS990/TotalRevenueGrp/ExclusionAmt02061
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0144493
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0146554
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0815720
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0857729
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0100 CORPORATE DRIVE
IRS990/USAddress/CityNm0HOLTSVILLE
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd011742
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.IBEW1049.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RONALD BAUER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IBEW LOCAL 1049 LINE CLEARANCE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TREE TRIMMING SKILL IMPROVEMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0IBEW
ReturnHeader/Filer/EIN0116404396
ReturnHeader/Filer/PhoneNum06312341803
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 CORPORATE DRIVE
ReturnHeader/Filer/USAddress/CityNm0HOLTSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011742
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133082707
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gould Kobrick & Schlapp PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03 Park Ave 14th Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New York
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100165902
ReturnHeader/PreparerPersonGrp/PhoneNum02125649451
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven T Schlapp
ReturnHeader/ReturnTs02019-11-14T14:10:10-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$857,729
Liabilities
$9,814
Net assets
$847,915
Revenue
$146,554
Expenses
$105,254
Net income
$41,300
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.87$0.43$9.44$1.68$1.32$0.36
2023Detailed filing. Detailed filing data is available for this year.$9.29$0.08$9.21$0.97$1.08$0.11
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.73$0.06$8.67$1.34$1.02$0.33
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.10$0.11$8.99$0.70$1.18$0.48
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.55$0.08$9.47$1.45$0.88$0.57
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.00$0.10$8.90$1.36$0.94$0.42
2018Detailed filing. Detailed filing data is available for this year.$8.58$0.10$8.48$1.47$1.05$0.41
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.16$0.09$8.07$1.54$0.59$0.95
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.26$0.15$7.11$1.71$0.91$0.80
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.37$0.05$6.32$1.00$0.87$0.13
2014Detailed filing. Detailed filing data is available for this year.$6.29$0.11$6.18$1.19$0.76$0.43
2013Detailed filing. Detailed filing data is available for this year.$5.89$0.14$5.76$1.27$1.00$0.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.59$0.10$5.49$0.67
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.68$0.07$3.61$1.22$0.68$0.53
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.17$0.10$3.08$1.24$0.62$0.62