Civic Intelligence

Sheet Metal Workers Union Local 38 Insurance and Welfare Fund

990 • Fiscal year 2017 • EIN 13-1739693

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 09, 2018

Organization ProfileN/A

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38 Starr Ridge RoadBrewster, NY 10509

(845) 278-9633

Siviq Scores

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

Liabilities / Assets

67th percentile

0.16x

Higher debt load relative to assets than 67% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

79th percentile

0.20x

Higher debt load relative to revenue than 79% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Net Margin

45th percentile

2.0%

Higher net margin than 45% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

88th percentile

$231,544

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Asset Growth

50th percentile

7.2%

Faster asset growth than 50% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

94th percentile

59%

Faster revenue growth than 94% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$15,973,595

Up $1,067,923 (+7.2%) from 2016

Net Assets

Up

$13,455,390

Up $469,144 (+3.6%) from 2016

Liabilities

Up

$2,518,205

Up $598,779 (+31%) from 2016

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin45th percentile

Revenue

Up

$12,391,216

Up $4,591,479 (+59%) from 2016

Expenses

Up

$12,137,718

Up $980,464 (+8.8%) from 2016

Net Income

Up

$253,498

Up $3,611,015 (+108%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$30M$20M$10M$0Assets 2010: $19,326,421Liabilities 2010: $24,174Net Assets 2010: $19,302,2472010Assets 2011: $19,241,591Liabilities 2011: $31,887Net Assets 2011: $19,209,7042011Assets 2012: $20,334,520Liabilities 2012: $25,124Net Assets 2012: $20,309,3962012Assets 2013: $20,515,893Liabilities 2013: $20,369Net Assets 2013: $20,495,5242013Assets 2014: $19,281,208Liabilities 2014: $88,344Net Assets 2014: $19,192,8642014Assets 2015: $18,382,451Liabilities 2015: $2,310,881Net Assets 2015: $16,071,5702015Assets 2016: $14,905,672Liabilities 2016: $1,919,426Net Assets 2016: $12,986,2462016Assets 2017: $15,973,595Liabilities 2017: $2,518,205Net Assets 2017: $13,455,3902017Assets 2018: $14,930,696Liabilities 2018: $1,749,445Net Assets 2018: $13,181,2512018Assets 2019: $17,783,279Liabilities 2019: $2,221,151Net Assets 2019: $15,562,1282019Assets 2020: $18,723,409Liabilities 2020: $2,599,182Net Assets 2020: $16,124,2272020Assets 2021: $18,248,029Liabilities 2021: $3,383,248Net Assets 2021: $14,864,7812021Assets 2022: $15,766,327Liabilities 2022: $1,725,384Net Assets 2022: $14,040,9432022Assets 2023: $17,237,889Liabilities 2023: $1,754,842Net Assets 2023: $15,483,0472023Assets 2024: $17,086,435Liabilities 2024: $1,950,108Net Assets 2024: $15,136,3272024

Highlighted filing

2017

Assets$15,973,595
Liabilities$2,518,205
Net Assets$13,455,390
Open 2017 Filing

Operations Trend

Revenue Growth94th percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $7,752,8242010Expenses 2011: $8,791,5052011Expenses 2012: $8,409,4422012Revenue 2013: $8,847,596Expenses 2013: $8,870,032Net Income 2013: -$22,4362013Revenue 2014: $8,618,938Expenses 2014: $9,790,249Net Income 2014: -$1,171,3112014Revenue 2015: $10,225,601Expenses 2015: $11,456,140Net Income 2015: -$1,230,5392015Revenue 2016: $7,799,737Expenses 2016: $11,157,254Net Income 2016: -$3,357,5172016Revenue 2017: $12,391,216Expenses 2017: $12,137,718Net Income 2017: $253,4982017Revenue 2018: $11,953,012Expenses 2018: $11,770,322Net Income 2018: $182,6902018Revenue 2019: $13,497,753Expenses 2019: $12,136,128Net Income 2019: $1,361,6252019Revenue 2020: $11,769,863Expenses 2020: $11,888,182Net Income 2020: -$118,3192020Revenue 2021: $12,876,452Expenses 2021: $13,855,278Net Income 2021: -$978,8262021Revenue 2022: $14,162,757Expenses 2022: $12,690,178Net Income 2022: $1,472,5792022Revenue 2023: $13,979,955Expenses 2023: $13,322,453Net Income 2023: $657,5022023Revenue 2024: $14,823,062Expenses 2024: $15,284,974Net Income 2024: -$461,9122024

Highlighted filing

2017

Revenue$12,391,216
Expenses$12,137,718
Net Income$253,498
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 9, 2018
Return Version
2017v2.2
Gross Receipts
$14,097,996
Mission and Program Overview

Mission

To provide medical benefits to eligible participants and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$12,986,246$13,455,390▲ $469,144
Investments in Publicly Traded Securities$12,801,105$12,065,495▼ $735,610
Accounts Receivable$853,123$1,570,352▲ $717,229
Cash and Non-Interest-Bearing Accounts$217,539$1,210,497▲ $992,958
Savings and Temporary Cash Investments$1,033,905$1,094,539▲ $60,634
Land, Buildings, and Equipment, Net-$17,787-
Prepaid Expenses and Deferred Charges-$14,925-
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$14,905,672$15,973,595▲ $1,067,923
Other Assets Total-$0-
Liabilities
Other Liabilities$1,871,920$2,329,561▲ $457,641
Accounts Payable and Accrued Expenses$47,506$188,644▲ $141,138
Total Liabilities$1,919,426$2,518,205▲ $598,779
Net Assets / Fund Balance
Total Net Assets Fund Balance$12,986,246$13,455,390▲ $469,144
Total Liabilities and Net Assets / Fund Balance$14,905,672$15,973,595▲ $1,067,923

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$17,787--
Compensation and Service Providers
Top Officer Pay88th percentile

Board Members and Trustees

NameTitle
Gilbert Lester JrUnion Trustee
JOHN TARR - thru 617Union Trustee
Michael Colombo - Eff 717Union Trustee
Nicholas Colombo JrUnion Trustee
Dennis LavopaEmployer Trste
JAMES D'ANNIBALEEmployer Trste
Walter GreenwoodEmployer Trste
Richard P PaganoFund Manager

Highest Paid Contractors

ContractorServicesLocationCompensation
Sullivan Ward Asher & Patton PCLegal RepresentationPO BOX 222, Southfield, MI 48037$243,596
Meritain HealthClaims Admin100 PAINTERS MILL ROAD, Owings Mills, MD 21117$188,674
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$11,882,365
Investment Income
$472,373
Other Revenue
$36,478
Change in Net Assets
$253,498

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,378,871
Revenue Not Reported on Financial Statements
$12,345
Revenue Not Reported on Form 990
$215,646
Total Revenue per Audited Statements
$12,594,517
Total Revenue per Form 990
$12,391,216
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$500,941
Salaries, Compensation, and Employee Benefits$287,284
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$11,349,493
Fees for Services Legal---$225,248
Other Salaries and Wages---$169,202
Fees for Services Accounting---$143,426
Pension Plan Contributions---$83,625
Occupancy---$50,880
Other Employee Benefits---$20,773
Office Expenses---$19,934
Information Technology---$14,894
Payroll Taxes---$13,684
Fees for Service Investment Mgmnt Fees---$12,345
Fees for Services Other---$10,460
Conferences and Meetings---$10,431
Insurance---$9,598
Travel---$3,725
Total Functional Expenses$0$0$0$12,137,718

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$12,196,373
Total Expenses per Audited Statements$12,196,373
Total Expenses per Form 990$12,137,718
Expenses Not Reported on Financial Statements$-58,655
Other Expense Adjustments$-71,000
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
Bene Obligations Currently Payable$1,350,000
Due to Related Org.$825,872
Litigation Settlements$153,689
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
No
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
No
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

“The form 990 was prepared in coordination with the fund manager who works full time for the organization. Once completed the form was provided to and reviewed by the board of trustees prior to submission.”

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

“The organization's governing documents, policies and financial statements are available upon request. No documents are available to the public.”

Form 990, Part VII, Section A

“Compensation and benefits reported in part vii, section a, columns e and f and schedule j, part ii is paid to the fund manager of the filing organization and the sheet metal workers local no. 38 profit sharing plan where he works 45 hours per week. Compensation and benfits are paid by the profit sharing plan with reimbursements from the plan based on estimated benefits received.”

Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers Union Local 38
EIN
13-1739693
Phone
8452789633
Address
38 STARR RIDGE ROAD, BREWSTER, NY 10509

Signing Officer

Name
Walter Greenwood
Title
Employer Trustee
Signed
2018-10-09
Discuss with paid preparer
Yes

Organization Details

Formed
1948
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
6
Employees
3

Preparer

Firm
Schultheis & Panettieri LLP
Address
210 Marcus Boulevard, Hauppauge, NY 11788-3740
Preparer
Carol Westfall
Phone
6312734778
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IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0ADMIN FEE INCOME
IRS990/OtherRevenueMiscGrp/Desc1SETTLEMENT
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt15188
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IRS990/OtherSalariesAndWagesGrp/TotalAmt0169202
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt013684
IRS990/PensionPlanContributionsGrp/TotalAmt083625
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt014925
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13193415
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08688950
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13193415
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IRS990/PYBenefitsPaidToMembersAmt010515138
IRS990/PYInvestmentIncomeAmt0677452
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IRS990/PYOtherRevenueAmt051043
IRS990/PYProgramServiceRevenueAmt07071242
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IRS990/PYTotalExpensesAmt011157254
IRS990/PYTotalRevenueAmt07799737
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
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IRS990/RelatedEntityInd0true
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/ReportProgramRelatedInvstInd0false
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt012986246
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt013455390
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01033905
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01094539
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IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt017787
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IRS990ScheduleD/ExpensesSubtotalAmt012196373
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IRS990ScheduleD/InvestmentExpensesNotIncldAmt012345
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0215646
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-71000
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1825872
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2153689
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENE OBLIGATIONS CURRENTLY PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO RELATED ORG.
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2LITIGATION SETTLEMENTS
IRS990ScheduleD/RevenueNotReportedAmt0215646
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt012345
IRS990ScheduleD/RevenueSubtotalAmt012378871
IRS990ScheduleD/TotalBookValueLandBuildingsAmt017787
IRS990ScheduleD/TotalExpensesPerForm990Amt012137718
IRS990ScheduleD/TotalLiabilityAmt02329561
IRS990ScheduleD/TotalRevenuePerForm990Amt012391216
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt012594517
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt012196373
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IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0126977
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt085611
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt018956
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0RICHARD P PAGANO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0FUND MANAGER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0231544
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0RICHARD PAGANO RECEIVES COMPENSATION AND BENFITS PAID BY THE SHEET METAL WORKERS LOCAL NO. 38 PROFIT SHARING PLAN IN HIS CAPACITY AS FUND MANAGER OF THE FILING ORGANIZATION WITH REIMBURSEMENTS MADE ACCORDINGLY. THE FILING ORGANIZATION REIMBURSES 59% OF COMPENSATION AND BENEFITS.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Part III, Additional Information
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WAS PREPARED IN COORDINATION WITH THE FUND MANAGER WHO WORKS FULL TIME FOR THE ORGANIZATION. ONCE COMPLETED THE FORM WAS PROVIDED TO AND REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION AND BENEFITS REPORTED IN PART VII, SECTION A, COLUMNS E AND F AND SCHEDULE J, PART II IS PAID TO THE FUND MANAGER OF THE FILING ORGANIZATION AND THE SHEET METAL WORKERS LOCAL NO. 38 PROFIT SHARING PLAN WHERE HE WORKS 45 HOURS PER WEEK. COMPENSATION AND BENFITS ARE PAID BY THE PROFIT SHARING PLAN WITH REIMBURSEMENTS FROM THE PLAN BASED ON ESTIMATED BENEFITS RECEIVED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VII, SECTION A
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SHEET METAL WORKERS UNION LOCAL 38
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SMW LOCAL 38 PROFIT SHARING PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0131739691
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1133319782
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1401
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LABOR UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1TO PROVIDE RETIREMENT BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt038 STARR RIDGE ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt138 STARR RIDGE ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BREWSTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1BREWSTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NY
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd110509
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0true
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0CERTAIN TRUSTEES LISTED ON FORM 990 PART VII, SECTION A, SERVE AS VOLUNTEERS AND DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION OR RELATED ORGANIZATIONS IN THEIR CAPACITY AS TRUSTEES OF THIS ORGANIZATION.CERTAIN TRUSTEES LISTED ON FORM 990 PART VII, SECTION A, SERVE AS VOLUNTEERS AND DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION BUT DO RECEIVE COMPENSATION FROM SHEET METAL WORKERS UNION LOCAL 38 (THE "UNION") IN THEIR CAPACITY AS EMPLOYEES/OFFICERS OF THE UNION. THEIR COMPENSATION IS REPORTED ON THE FORM 990 OF THE UNION.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R, PART II AND IV:
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IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/EOYAmt015973595
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt012137718
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01919426
IRS990/TotalLiabilitiesEOYAmt02518205

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,973,595
Liabilities
$2,518,205
Net assets
$13,455,390
Revenue
$12,391,216
Expenses
$12,137,718
Net income
$253,498
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.1$1.95$15.1$14.8$15.3$0.46
2023Detailed filing. Detailed filing data is available for this year.$17.2$1.75$15.5$14.0$13.3$0.66
2022Detailed filing. Detailed filing data is available for this year.$15.8$1.73$14.0$14.2$12.7$1.47
2021Detailed filing. Detailed filing data is available for this year.$18.2$3.38$14.9$12.9$13.9$0.98
2020Detailed filing. Detailed filing data is available for this year.$18.7$2.60$16.1$11.8$11.9$0.12
2019Detailed filing. Detailed filing data is available for this year.$17.8$2.22$15.6$13.5$12.1$1.36
2018Detailed filing. Detailed filing data is available for this year.$14.9$1.75$13.2$12.0$11.8$0.18
2017Detailed filing. Detailed filing data is available for this year.$16.0$2.52$13.5$12.4$12.1$0.25
2016Detailed filing. Detailed filing data is available for this year.$14.9$1.92$13.0$7.80$11.2$3.36
2015Detailed filing. Detailed filing data is available for this year.$18.4$2.31$16.1$10.2$11.5$1.23
2014Detailed filing. Detailed filing data is available for this year.$19.3$0.09$19.2$8.62$9.79$1.17
2013Detailed filing. Detailed filing data is available for this year.$20.5$0.02$20.5$8.85$8.87$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.3$0.03$20.3$8.41
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.2$0.03$19.2$8.79
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.3$0.02$19.3$7.75