Civic Intelligence

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

990 • Fiscal year 2019 • EIN 13-1968055

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 24, 2020

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

39th percentile

0.04x

Higher debt load relative to assets than 39% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

50th percentile

0.09x

Higher debt load relative to revenue than 50% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

76th percentile

19%

Higher net margin than 76% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

93rd percentile

$253,961

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 19.5% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

65th percentile

9.2%

Faster asset growth than 65% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

20th percentile

-12%

Faster revenue growth than 20% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$3,135,161

Up $264,963 (+9.2%) from 2018

Net Assets

Up

$3,023,567

Up $363,748 (+14%) from 2018

Liabilities

Down

$111,594

Down $98,785 (-47%) from 2018

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin76th percentile

Revenue

Down

$1,304,256

Down $176,613 (-12%) from 2018

Expenses

Up

$1,058,964

Up $43,676 (+4.3%) from 2018

Net Income

Down

$245,292

Down $220,289 (-47%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2019

Assets$3,135,161
Liabilities$111,594
Net Assets$3,023,567
Open 2019 Filing

Operations Trend

Revenue Growth20th 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

2019

Revenue$1,304,256
Expenses$1,058,964
Net Income$245,292
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 24, 2020
Return Version
2019v5.1
Gross Receipts
$1,551,640
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$2,659,819$3,023,567▲ $363,748
Investments in Publicly Traded Securities$1,114,689$1,270,399▲ $155,710
Land, Buildings, and Equipment, Net$986,481$1,206,691▲ $220,210
Cash and Non-Interest-Bearing Accounts$547,500$496,933▼ $50,567
Accounts Receivable$200,660$140,225▼ $60,435
Prepaid Expenses and Deferred Charges$20,868$20,913▲ $45
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,870,198$3,135,161▲ $264,963
Liabilities
Mortgage Notes Payable Secured by Investment Property$144,875$80,272▼ $64,603
Other Liabilities$33,767$0▼ $33,767
Accounts Payable and Accrued Expenses$31,737$31,322▼ $415
Total Liabilities$210,379$111,594▼ $98,785
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,659,819$3,023,567▲ $363,748
Total Liabilities and Net Assets / Fund Balance$2,870,198$3,135,161▲ $264,963

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$887,396$1,418,006$2,305,402
Buildings$247,164$154,187$401,351
Other Land Buildings$13,998$60,756$74,754
Land$58,133-$58,133
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joseph W Schneider JrFund DirectorFT$170,613$61,740$232,353
David RyanAsst Fund DirectorFT$137,514$54,776$192,290

Board Members and Trustees

NameTitle
Mark FanteEmplyr Trustee
Richard LombardiEmplyr Trustee
Ross PepeEmplyr Trustee
Anthony J Braccio JrUnion Trustee
James SassoUnion Trustee
Jeffrey LoughlinUnion Trustee
Rita KostikFund Manager
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,254,269
Investment Income
$49,987
Other Revenue
$0
Change in Net Assets
$245,292

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,298,339
Revenue Not Reported on Financial Statements
$5,917
Revenue Not Reported on Form 990
$118,456
Total Revenue per Audited Statements
$1,416,795
Total Revenue per Form 990
$1,304,256
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$551,264
Salaries, Compensation, and Employee Benefits$507,700
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$232,353--$232,353
Other Salaries and Wages$152,012--$152,012
Depreciation Depletion$135,832$916-$136,748
Pension Plan Contributions$61,314--$61,314
Insurance$39,783$1,426-$41,209
Other Employee Benefits$39,666--$39,666
Other Expenses$33,209$74,804-$33,209
Fees for Services Accounting-$32,325-$32,325
Payroll Taxes$22,355--$22,355
Conferences and Meetings$15,527--$15,527
Fees for Services Legal-$12,333-$12,333
Occupancy-$10,060-$10,060
Fees for Service Investment Mgmnt Fees-$5,917-$5,917
Office Expenses-$4,894-$4,894
Interest$4,820--$4,820
Information Technology-$2,835-$2,835
Travel$1,616--$1,616
Total Functional Expenses$913,454$145,510$0$1,058,964

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,058,964
Expenses per Audited Statements$1,053,047
Total Expenses per Audited Statements$1,053,047
Expenses Not Reported on Financial Statements$5,917
Expenses Not Reported on Form 990$0
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
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 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
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, Section B, Line 11B

“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, Section B, Line 12C

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

Form 990, Part VI, Section C, Line 19

“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
Jeffrey Loughlin
Title
Union Trustee
Phone
9147621268
Signed
2020-07-24
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
Volunteers
0

Preparer

Firm
Schultheis & Panettieri Llp
Address
450 WIRELESS BLVD, HAUPPAUGE, NY 11788
Preparer
Carol Westfall
Phone
6312734778
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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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IRS990/OtherExpensesGrp/Desc2EQUIPMENT REPAIRS & REN
IRS990/OtherExpensesGrp/Desc3EDUCATIONAL COURSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt074804
IRS990/OtherExpensesGrp/ProgramServicesAmt0134781
IRS990/OtherExpensesGrp/ProgramServicesAmt140186
IRS990/OtherExpensesGrp/ProgramServicesAmt233209
IRS990/OtherExpensesGrp/TotalAmt0134781
IRS990/OtherExpensesGrp/TotalAmt174804
IRS990/OtherExpensesGrp/TotalAmt240186
IRS990/OtherExpensesGrp/TotalAmt333209
IRS990/OtherLiabilitiesGrp/BOYAmt033767
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0152012
IRS990/OtherSalariesAndWagesGrp/TotalAmt0152012
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt022355
IRS990/PayrollTaxesGrp/TotalAmt022355
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt061314
IRS990/PensionPlanContributionsGrp/TotalAmt061314
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt020868
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt020913
IRS990/PrincipalOfficerNm0RITA KOSTIK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYERS' CONTRIB
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01254269
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01254269
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt059344
IRS990/PYOtherExpensesAmt0512803
IRS990/PYOtherRevenueAmt0100
IRS990/PYProgramServiceRevenueAmt01421425
IRS990/PYRevenuesLessExpensesAmt0465581
IRS990/PYSalariesCompEmpBnftPaidAmt0502485
IRS990/PYTotalExpensesAmt01015288
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01480869
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0245292
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02659819
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03023567
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0247164
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0154187
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0401351
IRS990ScheduleD/EquipmentGrp/BookValueAmt0887396
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01418006
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02305402
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt05917
IRS990ScheduleD/ExpensesSubtotalAmt01053047
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt05917
IRS990ScheduleD/InvestmentExpensesNotIncldAmt05917
IRS990ScheduleD/LandGrp/BookValueAmt058133
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt058133
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0118456
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt013998
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt060756
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt074754
IRS990ScheduleD/RevenueNotReportedAmt0118456
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt05917
IRS990ScheduleD/RevenueSubtotalAmt01298339
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01206691
IRS990ScheduleD/TotalExpensesPerForm990Amt01058964
IRS990ScheduleD/TotalRevenuePerForm990Amt01304256
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01416795
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01053047
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd00
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd00
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0NONDISCRIMINATORY POLICY IS PUBLISHED ANNUALLY IN "THE JOURNAL NEWS". IT IS ALSO ON LOCAL 137'S WEBSITE NOW.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt14(B) NO SCHOLARSHIPS OR FINANCIAL ASSISTANCE 4(D) NO CONTRIBUTIONS ARE SOLICITED
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0170613
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2137514
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1153770
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt025592
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt220627
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt171972
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt034416
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt234149
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt128219
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt01732
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JOSEPH W SCHNEIDER JR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1RITA KOSTIK
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2DAVID RYAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0FUND DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1FUND MANAGER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2ASST FUND DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0232353
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt2192290
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1253961
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt20
IRS990ScheduleJ/SeverancePaymentInd00
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 17% OF THE GROSS AMOUNTS DETAILED ON SCHEDULE J, PART II.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0SUPPLEMENTAL INFORMATION
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
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, SECTION B, LINE 11B

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,135,161
Liabilities
$111,594
Net assets
$3,023,567
Revenue
$1,304,256
Expenses
$1,058,964
Net income
$245,292
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
2019Detailed filing. Detailed filing data is available for this year.$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