Civic Intelligence

International Union of Oprtng Engnr Loc137 137A B&C Appr & Skl Imp Fnd

990 • Fiscal year 2014 • EIN 13-1968055

Jan 01, 2014 to Dec 31, 2014 • Filed on May 01, 2015

Organization Profileiuoelocal137.com
1360 Pleasantville RoadBriarcliff Manor, NY 10510

(914) 762-1268

Siviq Scores

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

Liabilities / Assets

36th percentile

0.04x

Higher debt load relative to assets than 36% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

35th percentile

0.05x

Higher debt load relative to revenue than 35% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

76th percentile

17%

Higher net margin than 76% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

92nd percentile

$244,879

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 25.6% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

80th percentile

18%

Faster asset growth than 80% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

42nd percentile

1.1%

Faster revenue growth than 42% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$1,264,640

Up $192,097 (+18%) from 2013

Net Assets

Up

$1,214,800

Up $161,871 (+15%) from 2013

Liabilities

Up

$49,840

Up $30,226 (+154%) from 2013

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin76th percentile

Revenue

Up

$956,936

Up $9,979 (+1.1%) from 2013

Expenses

Up

$797,602

Up $35,074 (+4.6%) from 2013

Net Income

Down

$159,334

Down $25,095 (-14%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,263,265Liabilities 2010: $16,488Net Assets 2010: $1,246,7772010Assets 2011: $1,000,489Liabilities 2011: $16,756Net Assets 2011: $983,7332011Assets 2012: $871,590Liabilities 2012: $21,793Net Assets 2012: $849,7972012Assets 2013: $1,072,543Liabilities 2013: $19,614Net Assets 2013: $1,052,9292013Assets 2014: $1,264,640Liabilities 2014: $49,840Net Assets 2014: $1,214,8002014Assets 2015: $1,658,791Liabilities 2015: $178,636Net Assets 2015: $1,480,1552015Assets 2016: $2,206,420Liabilities 2016: $195,998Net Assets 2016: $2,010,4222016Assets 2017: $2,491,566Liabilities 2017: $216,711Net Assets 2017: $2,274,8552017Assets 2018: $2,870,198Liabilities 2018: $210,379Net Assets 2018: $2,659,8192018Assets 2019: $3,135,161Liabilities 2019: $111,594Net Assets 2019: $3,023,5672019Assets 2020: $3,115,376Liabilities 2020: $81,323Net Assets 2020: $3,034,0532020Assets 2021: $3,334,009Liabilities 2021: $120,420Net Assets 2021: $3,213,5892021Assets 2022: $3,049,873Liabilities 2022: $41,697Net Assets 2022: $3,008,1762022Assets 2023: $3,238,486Liabilities 2023: $62,364Net Assets 2023: $3,176,1222023Assets 2024: $3,274,440Liabilities 2024: $46,099Net Assets 2024: $3,228,3412024

Highlighted filing

2014

Assets$1,264,640
Liabilities$49,840
Net Assets$1,214,800
Open 2014 Filing

Operations Trend

Revenue Growth42nd percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $1,096,3412010Expenses 2011: $876,0612011Expenses 2012: $810,7452012Revenue 2013: $946,957Expenses 2013: $762,528Net Income 2013: $184,4292013Revenue 2014: $956,936Expenses 2014: $797,602Net Income 2014: $159,3342014Revenue 2015: $1,114,241Expenses 2015: $831,803Net Income 2015: $282,4382015Revenue 2016: $1,255,232Expenses 2016: $745,271Net Income 2016: $509,9612016Revenue 2017: $1,203,056Expenses 2017: $965,144Net Income 2017: $237,9122017Revenue 2018: $1,480,869Expenses 2018: $1,015,288Net Income 2018: $465,5812018Revenue 2019: $1,304,256Expenses 2019: $1,058,964Net Income 2019: $245,2922019Revenue 2020: $1,081,123Expenses 2020: $1,157,468Net Income 2020: -$76,3452020Revenue 2021: $1,184,742Expenses 2021: $1,110,504Net Income 2021: $74,2382021Revenue 2022: $1,196,132Expenses 2022: $1,188,660Net Income 2022: $7,4722022Revenue 2023: $1,191,008Expenses 2023: $1,165,265Net Income 2023: $25,7432023Revenue 2024: $1,134,829Expenses 2024: $1,202,858Net Income 2024: -$68,0292024

Highlighted filing

2014

Revenue$956,936
Expenses$797,602
Net Income$159,334
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 1, 2015
Return Version
2014v5.0
Gross Receipts
$1,004,205
Mission and Program Overview

Mission

The purpose of the plan is to provide training, skill improvement and safety education to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,052,929$1,214,800▲ $161,871
Land, Buildings, and Equipment, Net$383,287$465,724▲ $82,437
Investments in Publicly Traded Securities$436,933$406,862▼ $30,071
Cash and Non-Interest-Bearing Accounts-$211,405-
Accounts Receivable$120,232$110,938▼ $9,294
Savings and Temporary Cash Investments$119,026$54,280▼ $64,746
Prepaid Expenses and Deferred Charges$13,065$15,431▲ $2,366
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$1,072,543$1,264,640▲ $192,097
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$19,614$49,840▲ $30,226
Total Liabilities$19,614$49,840▲ $30,226
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,052,929$1,214,800▲ $161,871
Total Liabilities and Net Assets / Fund Balance$1,072,543$1,264,640▲ $192,097

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$358,390$1,120,429$1,478,819
Buildings$32,925$192,803$225,728
Other Land Buildings$16,276$61,565$77,841
Land$58,133-$58,133
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
joseph w schneider JrFund DirectorFT$156,052$88,827$244,879

Board Members and Trustees

NameTitle
Edward Kelly- Thru 514emplyr trustee
Mark Fante- Eff 614Emplyr Trustee
Richard LombardiEmplyr Trustee
Ross PepeEmplyr Trustee
Anthony BraccioUnion Trustee
Jeffrey LoughlinUnion Trustee
John McGillUnion Trustee
Rita KostikFund Manager
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$931,689
Investment Income
$21,179
Other Revenue
$4,068
Change in Net Assets
$159,334

Audited Revenue Reconciliation

Revenue per Audited Statements
$953,176
Revenue Not Reported on Financial Statements
$3,760
Revenue Not Reported on Form 990
$2,537
Total Revenue per Audited Statements
$955,713
Total Revenue per Form 990
$956,936
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$471,383
Salaries, Compensation, and Employee Benefits$326,219
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$244,879--$244,879
Depreciation Depletion$157,422$886-$158,308
Other Salaries and Wages$44,062--$44,062
Other Expenses$29,700$53,783-$29,700
Insurance$23,692$1,064-$24,756
Payroll Taxes$19,519--$19,519
Fees for Services Accounting-$17,884-$17,884
Office Expenses-$14,972-$14,972
Other Employee Benefits$13,671--$13,671
Fees for Services Legal-$13,102-$13,102
Conferences and Meetings$12,688--$12,688
Occupancy-$5,898-$5,898
Pension Plan Contributions$4,088--$4,088
Fees for Service Investment Mgmnt Fees-$3,760-$3,760
Information Technology-$2,022-$2,022
Travel$205--$205
Total Functional Expenses$684,231$113,371$0$797,602

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$797,602
Expenses per Audited Statements$793,842
Total Expenses per Audited Statements$793,842
Expenses Not Reported on Financial Statements$3,760
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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
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

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

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Review of the conflict of interest policy is done annually at a trustees meeting and with the employees.”

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

“The organization's governing documents, policies and financial statements are available to the public to the extent required by law.”

Filing and Contact Details

Filer

Filer Name
Apprenticeship Skill Improvement and Saf
EIN
13-1968055
Phone
9147621268
Address
1360 PLEASANTVILLE ROAD, BRIARCLIFF MANOR, NY 10510

Signing Officer

Name
Rita Kostik
Title
Fund Manager
Signed
2015-05-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rita Kostik
Formed
1961
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
6
Employees
16

Preparer

Firm
Schultheis & Panettieri LLP
Address
210 Marcus Boulevard, Hauppauge, NY 11788-3740
Preparer
Carol Westfall
Phone
6312734778
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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02537
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt05898
IRS990/OccupancyGrp/TotalAmt05898
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt014972
IRS990/OfficeExpensesGrp/TotalAmt014972
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt013671
IRS990/OtherEmployeeBenefitsGrp/TotalAmt013671
IRS990/OtherExpensesGrp/Desc0EQUIPMENT REPairs & rentals
IRS990/OtherExpensesGrp/Desc1MATERIALS & SUPPLIES
IRS990/OtherExpensesGrp/Desc2REIMB PAYROLL, BEN, & TAXES
IRS990/OtherExpensesGrp/Desc3EDUCATIONAL COURSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt053783
IRS990/OtherExpensesGrp/ProgramServicesAmt067727
IRS990/OtherExpensesGrp/ProgramServicesAmt166578
IRS990/OtherExpensesGrp/ProgramServicesAmt229700
IRS990/OtherExpensesGrp/TotalAmt067727
IRS990/OtherExpensesGrp/TotalAmt166578
IRS990/OtherExpensesGrp/TotalAmt253783
IRS990/OtherExpensesGrp/TotalAmt329700
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04068
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04068
IRS990/OtherRevenueTotalAmt04068
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt044062
IRS990/OtherSalariesAndWagesGrp/TotalAmt044062
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt019519
IRS990/PayrollTaxesGrp/TotalAmt019519
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt04088
IRS990/PensionPlanContributionsGrp/TotalAmt04088
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt013065
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt015431
IRS990/PrincipalOfficerNm0RITA KOSTIK
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYERS' CONTRIB
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0931689
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0931689
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt090709
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0393659
IRS990/PYOtherRevenueAmt05259
IRS990/PYProgramServiceRevenueAmt0850989
IRS990/PYRevenuesLessExpensesAmt0184429
IRS990/PYSalariesCompEmpBnftPaidAmt0368869
IRS990/PYTotalExpensesAmt0762528
IRS990/PYTotalRevenueAmt0946957
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0159334
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01052929
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01214800
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0119026
IRS990/SavingsAndTempCashInvstGrp/EOYAmt054280
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt032925
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0192803
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0225728
IRS990ScheduleD/EquipmentGrp/BookValueAmt0358390
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01120429
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01478819
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt03760
IRS990ScheduleD/ExpensesSubtotalAmt0793842
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt03760
IRS990ScheduleD/InvestmentExpensesNotIncldAmt03760
IRS990ScheduleD/LandGrp/BookValueAmt058133
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt058133
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02537
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt016276
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt061565
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt077841
IRS990ScheduleD/RevenueNotReportedAmt02537
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt03760
IRS990ScheduleD/RevenueSubtotalAmt0953176
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0465724
IRS990ScheduleD/TotalExpensesPerForm990Amt0797602
IRS990ScheduleD/TotalRevenuePerForm990Amt0956936
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0955713
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0793842
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0false
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0false
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0NONDISCRIMINATORY POLICY IS PUBLISHED ANNUALLY IN THE "NORTH COUNTY NEWS," A LOCAL NEWSPAPER
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt14(B) NO SCHOLARSHIPS OR FINANCIAL ASSISTANCE4(D) NO CONTRIBUTIONS ARE SOLICITED
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990ScheduleJ/RebuttablePresumptionProcInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0156052
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0131650
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt057900
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt066367
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt028362
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt023487
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt02565
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0joseph w schneider Jr
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1RITA KOSTIK
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Fund Director
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1FUND MANAGER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0244879
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0221504
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0RITA KOSTIK RECEIVES COMPENSATION AND BENEFITS IN HER CAPACITY AS FUND MANAGER OF THIS ENTITY AND THE RELATED UNION, PENSION, WELFARE AND ANNUITY FUNDS. COMPENSATION AND BENEFITS ARE PAID BY THE WELFARE FUND WITH REIMBURSEMENTS MADE ACCORDINGLY. THE APPRENTICE FUND PORTION OF THESE EXPENSES IS 11% OF THE GROSS AMOUNTS DETAILED ON SCHEDULE J, PART II.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Part II, Compensation from Unrelated Organizations
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WAS PREPARED IN COORDINATION WITH THE FUND MANAGER WHO WORKS FOR THE ORGANIZATION. ONCE COMPLETE, THE FORM WAS PROVIDED TO AND REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEW OF THE CONFLICT OF INTEREST POLICY IS DONE ANNUALLY AT A TRUSTEES MEETING AND WITH THE EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,264,640
Liabilities
$49,840
Net assets
$1,214,800
Revenue
$956,936
Expenses
$797,602
Net income
$159,334
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.27$0.05$3.23$1.13$1.20$0.07
2023Detailed filing. Detailed filing data is available for this year.$3.24$0.06$3.18$1.19$1.17$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.05$0.04$3.01$1.20$1.19$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.33$0.12$3.21$1.18$1.11$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.12$0.08$3.03$1.08$1.16$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.14$0.11$3.02$1.30$1.06$0.25
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$0.21$2.66$1.48$1.02$0.47
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.49$0.22$2.27$1.20$0.97$0.24
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.21$0.20$2.01$1.26$0.75$0.51
2015Detailed filing. Detailed filing data is available for this year.$1.66$0.18$1.48$1.11$0.83$0.28
2014Detailed filing. Detailed filing data is available for this year.$1.26$0.05$1.21$0.96$0.80$0.16
2013Detailed filing. Detailed filing data is available for this year.$1.07$0.02$1.05$0.95$0.76$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.02$0.85$0.81
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.02$0.98$0.88
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$0.02$1.25$1.10