Civic Intelligence

Steamfitters' Industry Educational Fund

EIN 13-1919703 • 501(c)5 • Long Island City, NY

View Organization Page

Profile

The Fund is an employee welfare benefit fund established to accumulate funds to pay or provide for the payment of the cost of maintenance and supervision of the apprentice and post-apprentice training programs for members.

27-08 40th Avenue 2nd flLong Island City, NY 11101-3725

www.steamfitters.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

75th percentile

0.13x

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

501(c)5 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

92nd percentile

0.69x

Higher debt load relative to revenue than 92% of similar nonprofits.

501(c)5 • $10M-$25M nonprofits • Source year 2024

Net Margin

5th percentile

-21%

Higher net margin than 5% of similar nonprofits.

501(c)5 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

95th percentile

$493,126

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 13.5% of source-year revenue.

$10M-$25M nonprofits • Source year 2023

Asset Growth

9th percentile

-5.8%

Faster asset growth than 9% of similar nonprofits.

501(c)5 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

67th percentile

13%

Faster revenue growth than 67% of similar nonprofits.

501(c)5 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$22,687,137

Down $1,384,431 (-5.8%) from 2023

Liabilities

Down

$2,862,731

Down $491,045 (-15%) from 2023

Net Assets

Down

$19,824,406

Down $893,386 (-4.3%) from 2023

Operations
Liabilities / Revenue92nd percentileNet Margin5th percentile

Revenue

Up

$4,126,559

Up $485,071 (+13%) from 2023

Expenses

Up

$5,007,935

Up $169,348 (+3.5%) from 2023

Net Income

Up

-$881,376

Up $315,723 (+26%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2011: $1,977,720Liabilities 2011: $45,713Net Assets 2011: $1,932,0072011Assets 2012: $4,905,147Liabilities 2012: $41,088Net Assets 2012: $4,864,0592012Assets 2013: $7,734,906Liabilities 2013: $53,235Net Assets 2013: $7,681,6712013Assets 2014: $10,627,858Liabilities 2014: $47,377Net Assets 2014: $10,580,4812014Assets 2015: $13,169,266Liabilities 2015: $60,479Net Assets 2015: $13,108,7872015Assets 2016: $16,737,056Liabilities 2016: $43,089Net Assets 2016: $16,693,9672016Assets 2017: $20,510,633Liabilities 2017: $55,738Net Assets 2017: $20,454,8952017Assets 2018: $23,577,860Liabilities 2018: $52,010Net Assets 2018: $23,525,8502018Assets 2019: $26,095,826Liabilities 2019: $118,170Net Assets 2019: $25,977,6562019Assets 2020: $25,592,488Liabilities 2020: $266,162Net Assets 2020: $25,326,3262020Assets 2021: $24,707,289Liabilities 2021: $46,540Net Assets 2021: $24,660,7492021Assets 2022: $25,496,285Liabilities 2022: $3,732,100Net Assets 2022: $21,764,1852022Assets 2023: $24,071,568Liabilities 2023: $3,353,776Net Assets 2023: $20,717,7922023Assets 2024: $22,687,137Liabilities 2024: $2,862,731Net Assets 2024: $19,824,4062024

Highlighted filing

2024

Assets$22,687,137
Liabilities$2,862,731
Net Assets$19,824,406
Open 2024 Filing

Operations Trend

Revenue Growth67th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $3,516,012Expenses 2011: $2,256,166Net Income 2011: $1,259,8462011Revenue 2012: $4,922,312Expenses 2012: $1,990,260Net Income 2012: $2,932,0522012Revenue 2013: $4,871,443Expenses 2013: $2,053,831Net Income 2013: $2,817,6122013Revenue 2014: $5,197,863Expenses 2014: $2,299,053Net Income 2014: $2,898,8102014Revenue 2015: $5,487,537Expenses 2015: $2,567,999Net Income 2015: $2,919,5382015Revenue 2016: $6,175,406Expenses 2016: $2,575,764Net Income 2016: $3,599,6422016Revenue 2017: $6,496,069Expenses 2017: $2,502,288Net Income 2017: $3,993,7812017Revenue 2018: $6,505,156Expenses 2018: $2,981,368Net Income 2018: $3,523,7882018Revenue 2019: $5,177,249Expenses 2019: $3,928,434Net Income 2019: $1,248,8152019Revenue 2020: $3,417,368Expenses 2020: $4,079,821Net Income 2020: -$662,4532020Revenue 2021: $3,704,991Expenses 2021: $4,068,524Net Income 2021: -$363,5332021Revenue 2022: $3,410,897Expenses 2022: $4,761,886Net Income 2022: -$1,350,9892022Revenue 2023: $3,641,488Expenses 2023: $4,838,587Net Income 2023: -$1,197,0992023Revenue 2024: $4,126,559Expenses 2024: $5,007,935Net Income 2024: -$881,3762024

Highlighted filing

2024

Revenue$4,126,559
Expenses$5,007,935
Net Income-$881,376
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$22,687,137
Liabilities
$2,862,731
Net assets
$19,824,406
Revenue
$4,126,559
Expenses
$5,007,935
Net income
-$881,376
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.7$2.86$19.8$4.13$5.01$0.88
2023Detailed filing. Detailed filing data is available for this year.$24.1$3.35$20.7$3.64$4.84$1.20
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.5$3.73$21.8$3.41$4.76$1.35
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.7$0.05$24.7$3.70$4.07$0.36
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.6$0.27$25.3$3.42$4.08$0.66
2019Summary only. Only limited summary data is available for this year.$26.1$0.12$26.0$5.18$3.93$1.25
2018Summary only. Only limited summary data is available for this year.$23.6$0.05$23.5$6.51$2.98$3.52
2017Summary only. Only limited summary data is available for this year.$20.5$0.06$20.5$6.50$2.50$3.99
2016Summary only. Only limited summary data is available for this year.$16.7$0.04$16.7$6.18$2.58$3.60
2015Summary only. Only limited summary data is available for this year.$13.2$0.06$13.1$5.49$2.57$2.92
2014Summary only. Only limited summary data is available for this year.$10.6$0.05$10.6$5.20$2.30$2.90
2013Summary only. Only limited summary data is available for this year.$7.73$0.05$7.68$4.87$2.05$2.82
2012Summary only. Only limited summary data is available for this year.$4.91$0.04$4.86$4.92$1.99$2.93
2011Summary only. Only limited summary data is available for this year.$1.98$0.05$1.93$3.52$2.26$1.26
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 6, 2024
Return Version
2023v5.1
Gross Receipts
$3,641,488
Mission and Program Overview

Mission

The Fund is an employee welfare benefit fund established to accumulate funds to pay or provide for the payment of the cost of maintenance and supervision of the apprentice and post-apprentice training programs for members.

The Fund is an employee welfare benefit fund established to accumulate funds to pay or provide for the pmt of the cost of maintenance and supervision of the apprentice and post-apprentice training programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$21,764,185$20,717,792▼ $1,046,393
Investments Other Securities$19,039,748$18,985,208▼ $54,540
Land, Buildings, and Equipment, Net$2,527,709$1,584,905▼ $942,804
Accounts Receivable$125,311$121,811▼ $3,500
Cash and Non-Interest-Bearing Accounts$123,412$86,660▼ $36,752
Prepaid Expenses and Deferred Charges$3,568$5,063▲ $1,495
Savings and Temporary Cash Investments$3,583$3,623▲ $40
Total Assets$25,496,285$24,071,568▼ $1,424,717
Other Assets Total$3,672,954$3,284,298▼ $388,656
Liabilities
Other Liabilities$3,712,765$3,333,173▼ $379,592
Accounts Payable and Accrued Expenses$19,335$20,603▲ $1,268
Total Liabilities$3,732,100$3,353,776▼ $378,324
Net Assets / Fund Balance
Total Net Assets Fund Balance$21,764,185$20,717,792▼ $1,046,393
Total Liabilities and Net Assets / Fund Balance$25,496,285$24,071,568▼ $1,424,717

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$1,406,963$4,582,088$5,989,051
Equipment$177,942$647,885$825,827
Other Assets Org$18,386--
Other Securities$18,985,208--
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephen PowersEducation InstructorFT$186,250$56,420$242,670
Daniel KnightsEducation InstructorFT$183,947$56,466$240,413
Jason GreccoEducation InstructorFT$183,879$56,420$240,299
Matthew PizzoEducation InstructorFT$176,818$56,420$233,238
Steve CuadraEducation DirectorPT$117,355$56,420$160,549
William J TurnbullExecutive Administrator-$44,455$43,194$44,455
James IppolitoAssistant Administrator-$15,234$56,420$15,234
James C WhiteAssistant Administrator-$10,811$56,466$10,811
Sean DriscollIT Director-$9,325$203,449$9,325

Board Members and Trustees

NameTitle
Anthony SaporitoTrustee
Brian Kearney JrTrustee
Daniel MulliganTrustee
James SheeranTrustee
Janet PowersTrustee
Michael MulvaneyTrustee
Richard ThompsonTrustee
Robert Bartels JrTrustee
Robert McMorrowTrustee
Timothy BoweTrustee
Vinny GaynorTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,614,838
Investment Income
$968,080
Other Revenue
$58,570
Change in Net Assets
$-1,197,099

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,573,202
Revenue Not Reported on Financial Statements
$68,286
Revenue Not Reported on Form 990
$150,706
Total Revenue per Audited Statements
$3,723,908
Total Revenue per Form 990
$3,641,488
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,185,008
Salaries, Compensation, and Employee Benefits$563,544
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$3,090,035--$3,090,035
Depreciation Depletion-$998,211-$998,211
Other Salaries and Wages-$190,434-$190,434
Current Officers, Directors, Trustees, and Key Employees$117,355$70,499-$187,854
Pension Plan Contributions-$86,627-$86,627
Other Employee Benefits-$74,046-$74,046
Fees for Service Investment Mgmnt Fees-$68,286-$68,286
Information Technology-$28,788-$28,788
Payroll Taxes-$24,583-$24,583
Occupancy-$21,515-$21,515
Fees for Services Accounting-$16,500-$16,500
Office Expenses-$12,938-$12,938
Other Expenses-$11,270-$11,270
Fees for Services Legal-$11,191-$11,191
Travel-$8,244-$8,244
Insurance-$7,453-$7,453
Conferences and Meetings-$612-$612
Total Functional Expenses$3,207,390$1,631,197$0$4,838,587

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,838,587
Expenses per Audited Statements$4,770,301
Total Expenses per Audited Statements$4,770,301
Expenses Not Reported on Financial Statements$68,286
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to/from related funds$3,265,912
Federal income taxes$48,349
Operating lease liability$18,912
Finance lease liability-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
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
Yes
Other officer compensation reviewed
Yes
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 B, Line 11A

“This tax return was prepared by staff and reviewed by the Funds Executive Administrator, who is a CPA. Then, it was provided to the Funds auditors for review and approval. Lastly, it is provided to a member of the Board of Directors for review and signature.”

Form 990, Part VI, Section B, Line 15AB

“The Executive Administrator of the Trust Funds negotiates with the Chairman and Co-Chairman of each Fund and agree to an increase in wages for all staff within the parameters set by the collective bargaining agreement.”

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

“The Fund is subject to ERISA and the Trustees conform to its regulations. Each year, Trustees sign a statement which affirms that such person has received a copy of the Conflict of Interest Policy and has read and understands the Policy. Also, the Trustees agree to comply with the Policy and understands that the Plan is a tax-exempt organization.”

Form 990, Part VI, Section C, Line 19

“As required by ERISA, the Funds governing documents, policies, financial statements and tax returns are available upon request by writing to the Fund Office and requesting a copy. This return was not filed on time and granted an extension to acquire all information needed to complete and file an accurate return.”

Filing and Contact Details

Filer

Filer Name
Steamfitters' Industry Educational Fund
EIN
13-1919703
Phone
2124658888
Address
27-08 40th Avenue 2nd fl, Long Island City, NY 11101-3725

Signing Officer

Name
Robert Bartels
Title
Employee Trustee
Phone
2124658888
Signed
2024-11-06
Discuss with paid preparer
No

Organization Details

Formed
1960
Legal Domicile
Ny
Voting Board Members
8
Independent Board Members
8
Employees
17
Supplemental Narrative

Financial Statement Notes

X 2

“The Trustees have evaluated the tax positions taken by the Fund and have concluded that as of December 31, 2023, there are no uncertain positions taken or expected to be taken, that would require the recognition of a liability or asset or disclosure in the financial statements. The Fund is subject to routine audits by taxing jurisdictions until the applicable statue of limitations expires however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 660 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
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IRS990/Form990PartVIISectionAGrp/PersonNm1Steve Cuadra
IRS990/Form990PartVIISectionAGrp/PersonNm2James Ippolito
IRS990/Form990PartVIISectionAGrp/PersonNm3James C White
IRS990/Form990PartVIISectionAGrp/PersonNm4Stephen Powers
IRS990/Form990PartVIISectionAGrp/PersonNm5Daniel Knights
IRS990/Form990PartVIISectionAGrp/PersonNm6Jason Grecco
IRS990/Form990PartVIISectionAGrp/PersonNm7Matthew Pizzo
IRS990/Form990PartVIISectionAGrp/PersonNm8Sean Driscoll
IRS990/Form990PartVIISectionAGrp/PersonNm9Daniel Mulligan
IRS990/Form990PartVIISectionAGrp/PersonNm10James Sheeran
IRS990/Form990PartVIISectionAGrp/PersonNm11Michael Mulvaney
IRS990/Form990PartVIISectionAGrp/PersonNm12Robert Bartels Jr
IRS990/Form990PartVIISectionAGrp/PersonNm13Anthony Saporito
IRS990/Form990PartVIISectionAGrp/PersonNm14Robert McMorrow
IRS990/Form990PartVIISectionAGrp/PersonNm15Richard Thompson
IRS990/Form990PartVIISectionAGrp/PersonNm16Timothy Bowe
IRS990/Form990PartVIISectionAGrp/PersonNm17Brian Kearney Jr
IRS990/Form990PartVIISectionAGrp/PersonNm18Janet Powers
IRS990/Form990PartVIISectionAGrp/PersonNm19Vinny Gaynor
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Administrator
IRS990/Form990PartVIISectionAGrp/TitleTxt1Education Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Assistant Administrator
IRS990/Form990PartVIISectionAGrp/TitleTxt3Assistant Administrator
IRS990/Form990PartVIISectionAGrp/TitleTxt4Education Instructor
IRS990/Form990PartVIISectionAGrp/TitleTxt5Education Instructor
IRS990/Form990PartVIISectionAGrp/TitleTxt6Education Instructor
IRS990/Form990PartVIISectionAGrp/TitleTxt7Education Instructor
IRS990/Form990PartVIISectionAGrp/TitleTxt8IT Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt15Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt16Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt17Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt18Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt19Trustee
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IRS990/MissionDesc0The Fund is an employee welfare benefit fund established to accumulate funds to pay or provide for the payment of the cost of maintenance and supervision of the apprentice and post-apprentice training programs for members.
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Operating lease assets
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Due to/from related funds
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IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
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IRS990ScheduleD/OtherSecuritiesGrp/Desc2Lord Abbett Short Duration
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt068286
IRS990ScheduleD/RevenueSubtotalAmt03573202
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Trustees have evaluated the tax positions taken by the Fund and have concluded that as of December 31, 2023, there are no uncertain positions taken or expected to be taken, that would require the recognition of a liability or asset or disclosure in the financial statements. The Fund is subject to routine audits by taxing jurisdictions until the applicable statue of limitations expires however, there are currently no audits for any tax periods in progress.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0X 2
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IRS990ScheduleD/TotalBookValueSecuritiesAmt018985208
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