Civic Intelligence

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

990 • Fiscal year 2017 • EIN 13-1968055

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 19, 2018

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

49th percentile

0.09x

Higher debt load relative to assets than 49% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

62nd percentile

0.18x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

78th percentile

20%

Higher net margin than 78% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

93rd percentile

$259,095

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 21.5% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

73rd percentile

13%

Faster asset growth than 73% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

28th percentile

-4.2%

Faster revenue growth than 28% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$2,491,566

Up $285,146 (+13%) from 2016

Net Assets

Up

$2,274,855

Up $264,433 (+13%) from 2016

Liabilities

Up

$216,711

Up $20,713 (+11%) from 2016

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin78th percentile

Revenue

Down

$1,203,056

Down $52,176 (-4.2%) from 2016

Expenses

Up

$965,144

Up $219,873 (+30%) from 2016

Net Income

Down

$237,912

Down $272,049 (-53%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2017

Assets$2,491,566
Liabilities$216,711
Net Assets$2,274,855
Open 2017 Filing

Operations Trend

Revenue Growth28th 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

2017

Revenue$1,203,056
Expenses$965,144
Net Income$237,912
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 19, 2018
Return Version
2017v2.2
Gross Receipts
$1,313,006
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$2,010,422$2,274,855▲ $264,433
Land, Buildings, and Equipment, Net$814,325$922,442▲ $108,117
Investments in Publicly Traded Securities$835,717$893,524▲ $57,807
Cash and Non-Interest-Bearing Accounts$393,429$487,684▲ $94,255
Accounts Receivable$142,567$165,438▲ $22,871
Prepaid Expenses and Deferred Charges$20,382$22,478▲ $2,096
Savings and Temporary Cash Investments-$0-
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$2,206,420$2,491,566▲ $285,146
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$169,111$187,493▲ $18,382
Accounts Payable and Accrued Expenses$26,887$29,218▲ $2,331
Total Liabilities$195,998$216,711▲ $20,713
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,010,422$2,274,855▲ $264,433
Total Liabilities and Net Assets / Fund Balance$2,206,420$2,491,566▲ $285,146

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$576,477$1,329,604$1,906,081
Buildings$287,832$113,519$401,351
Other Land Buildings-$77,841$77,841
Land$58,133-$58,133
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
joseph w schneider JrFund DirectorFT$161,252$97,843$259,095

Board Members and Trustees

NameTitle
Mark FanteEmplyr Trustee
Richard LombardiEmplyr Trustee
Ross PepeEmplyr Trustee
Anthony J Braccio JrUnion Trustee
Jeffrey LoughlinUnion Trustee
John McGill thru 917Union Trustee
james sasso eff 917Union Trustee
Rita KostikFund Manager
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,140,201
Investment Income
$34,855
Other Revenue
$28,000
Change in Net Assets
$237,912

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,198,361
Revenue Not Reported on Financial Statements
$4,695
Revenue Not Reported on Form 990
$26,521
Total Revenue per Audited Statements
$1,224,882
Total Revenue per Form 990
$1,203,056
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$537,810
Salaries, Compensation, and Employee Benefits$427,334
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$259,095--$259,095
Depreciation Depletion$130,349$1,753-$132,102
Other Salaries and Wages$110,323--$110,323
Fees for Services Accounting-$39,625-$39,625
Insurance$30,692$1,314-$32,006
Other Employee Benefits$31,046--$31,046
Other Expenses$30,123$70,125-$30,123
Payroll Taxes$21,069--$21,069
Fees for Services Legal-$12,319-$12,319
Interest$7,577--$7,577
Occupancy-$7,529-$7,529
Pension Plan Contributions$5,801--$5,801
Conferences and Meetings$4,789--$4,789
Fees for Service Investment Mgmnt Fees-$4,695-$4,695
Office Expenses-$4,134-$4,134
Travel$3,667--$3,667
Information Technology-$2,722-$2,722
Total Functional Expenses$820,928$144,216$0$965,144

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$965,144
Expenses per Audited Statements$960,449
Total Expenses per Audited Statements$960,449
Expenses Not Reported on Financial Statements$4,695
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
2018-07-19
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
7

Preparer

Firm
Schultheis & Panettieri LLP
Address
210 Marcus Boulevard, Hauppauge, NY 11788-3740
Preparer
Carol Westfall
Phone
6312734778
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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0187493
IRS990/NetAssetsOrFundBalancesBOYAmt02010422
IRS990/NetAssetsOrFundBalancesEOYAmt02274855
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt07117
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt08693
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt01576
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt0-2439
IRS990/NetUnrlzdGainsLossesInvstAmt026521
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt07529
IRS990/OccupancyGrp/TotalAmt07529
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04134
IRS990/OfficeExpensesGrp/TotalAmt04134
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt031046
IRS990/OtherEmployeeBenefitsGrp/TotalAmt031046
IRS990/OtherExpensesGrp/Desc0MATERIALS & SUPPLIES
IRS990/OtherExpensesGrp/Desc1REIMB PAYROLL, BEN, & TAXES
IRS990/OtherExpensesGrp/Desc2EQUIPMENT REPairs & rentals
IRS990/OtherExpensesGrp/Desc3EDUCATIONAL COURSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt070125
IRS990/OtherExpensesGrp/ProgramServicesAmt0123917
IRS990/OtherExpensesGrp/ProgramServicesAmt162480
IRS990/OtherExpensesGrp/ProgramServicesAmt230123
IRS990/OtherExpensesGrp/TotalAmt0123917
IRS990/OtherExpensesGrp/TotalAmt170125
IRS990/OtherExpensesGrp/TotalAmt262480
IRS990/OtherExpensesGrp/TotalAmt330123
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt028000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt028000
IRS990/OtherRevenueTotalAmt028000
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0110323
IRS990/OtherSalariesAndWagesGrp/TotalAmt0110323
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt021069
IRS990/PayrollTaxesGrp/TotalAmt021069
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt05801
IRS990/PensionPlanContributionsGrp/TotalAmt05801
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt020382
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt022478
IRS990/PrincipalOfficerNm0RITA KOSTIK
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYERS' CONTRIB
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01140201
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01140201
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt017176
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0434779
IRS990/PYOtherRevenueAmt023700
IRS990/PYProgramServiceRevenueAmt01214356
IRS990/PYRevenuesLessExpensesAmt0509961
IRS990/PYSalariesCompEmpBnftPaidAmt0310492
IRS990/PYTotalExpensesAmt0745271
IRS990/PYTotalRevenueAmt01255232
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0237912
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02010422
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02274855
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0287832
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0113519
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0401351
IRS990ScheduleD/EquipmentGrp/BookValueAmt0576477
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01329604
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01906081
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt04695
IRS990ScheduleD/ExpensesSubtotalAmt0960449
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt04695
IRS990ScheduleD/InvestmentExpensesNotIncldAmt04695
IRS990ScheduleD/LandGrp/BookValueAmt058133
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt058133
IRS990ScheduleD/NetUnrealizedGainsInvstAmt026521
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt077841
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt077841
IRS990ScheduleD/RevenueNotReportedAmt026521
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt04695
IRS990ScheduleD/RevenueSubtotalAmt01198361
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0922442
IRS990ScheduleD/TotalExpensesPerForm990Amt0965144
IRS990ScheduleD/TotalRevenuePerForm990Amt01203056
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01224882
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0960449
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/BaseCompensationFilingOrgAmt0161252
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0144020
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt063793
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt066393
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt032236
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt026387
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt01814
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0joseph w schneider Jr
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1RITA KOSTIK
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Fund Director
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1FUND MANAGER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0259095
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0236800
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 10% 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.

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Filings

Displayed year

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

Open filing
Assets
$2,491,566
Liabilities
$216,711
Net assets
$2,274,855
Revenue
$1,203,056
Expenses
$965,144
Net income
$237,912
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
2017Detailed filing. Detailed filing data is available for this year.$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