Civic Intelligence

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

990 • Fiscal year 2021 • EIN 13-1968055

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 19, 2022

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

42nd percentile

0.04x

Higher debt load relative to assets than 42% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

52nd percentile

0.10x

Higher debt load relative to revenue than 52% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

38th percentile

6.3%

Higher net margin than 38% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

94th percentile

$266,048

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 22.5% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

45th percentile

7.0%

Faster asset growth than 45% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

47th percentile

9.6%

Faster revenue growth than 47% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$3,334,009

Up $218,633 (+7.0%) from 2020

Net Assets

Up

$3,213,589

Up $179,536 (+5.9%) from 2020

Liabilities

Up

$120,420

Up $39,097 (+48%) from 2020

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin38th percentile

Revenue

Up

$1,184,742

Up $103,619 (+9.6%) from 2020

Expenses

Down

$1,110,504

Down $46,964 (-4.1%) from 2020

Net Income

Up

$74,238

Up $150,583 (+197%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2021

Assets$3,334,009
Liabilities$120,420
Net Assets$3,213,589
Open 2021 Filing

Operations Trend

Revenue Growth47th 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

2021

Revenue$1,184,742
Expenses$1,110,504
Net Income$74,238
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 19, 2022
Return Version
2021v4.2
Gross Receipts
$1,507,737
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$3,034,053$3,213,589▲ $179,536
Investments in Publicly Traded Securities$1,374,916$1,545,522▲ $170,606
Land, Buildings, and Equipment, Net$1,107,868$1,118,006▲ $10,138
Cash and Non-Interest-Bearing Accounts$457,302$487,799▲ $30,497
Accounts Receivable$147,870$164,265▲ $16,395
Prepaid Expenses and Deferred Charges$27,420$18,417▼ $9,003
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,115,376$3,334,009▲ $218,633
Liabilities
Mortgage Notes Payable Secured by Investment Property$47,912$84,013▲ $36,101
Accounts Payable and Accrued Expenses$33,411$35,854▲ $2,443
Other Liabilities$0$553▲ $553
Total Liabilities$81,323$120,420▲ $39,097
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,034,053$3,213,589▲ $179,536
Total Liabilities and Net Assets / Fund Balance$3,115,376$3,334,009▲ $218,633

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$763,601$1,661,812$2,425,413
Buildings$252,527$204,362$456,889
Other Land Buildings$43,745$58,059$101,804
Land$58,133-$58,133
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joseph W Schneider JrFund DirectorFT$174,878$66,279$241,157
David RyanAsst Fund DirectorFT$142,045$59,467$201,512

Board Members and Trustees

NameTitle
John CooneyEmplyr Trustee
Mark FanteEmplyr Trustee
Richard LombardiEmplyr Trustee
James SassoUnion Trustee
Jeffrey LoughlinUnion Trustee
Michael MillerUnion Trustee
Rita KostikFund Manager
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,117,345
Investment Income
$61,217
Other Revenue
$6,180
Change in Net Assets
$74,238

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,177,941
Revenue Not Reported on Financial Statements
$6,801
Revenue Not Reported on Form 990
$105,298
Total Revenue per Audited Statements
$1,283,239
Total Revenue per Form 990
$1,184,742
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$617,724
Other Expenses$492,780
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$241,157--$241,157
Other Salaries and Wages$177,799--$177,799
Depreciation Depletion$136,110$587-$136,697
Pension Plan Contributions$121,543--$121,543
Other Employee Benefits$50,867--$50,867
Insurance$37,573$2,138-$39,711
Fees for Services Accounting-$37,540-$37,540
Other Expenses$30,956$82,010-$30,956
Payroll Taxes$26,358--$26,358
Fees for Services Legal-$12,216-$12,216
Occupancy-$9,557-$9,557
Fees for Service Investment Mgmnt Fees-$6,801-$6,801
Office Expenses-$5,603-$5,603
Information Technology-$4,029-$4,029
Conferences and Meetings$3,469--$3,469
Interest$1,648--$1,648
Travel$1,009--$1,009
All Other Expenses-$-4,723-$-4,723
Total Functional Expenses$954,746$155,758$0$1,110,504

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,110,504
Expenses per Audited Statements$1,103,703
Total Expenses per Audited Statements$1,103,703
Expenses Not Reported on Financial Statements$6,801
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Organizations$553
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 full time 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
2022-07-19
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
8
Volunteers
0

Preparer

Firm
Schultheis & Panettieri Llp
Address
450 WIRELESS BLVD, HAUPPAUGE, NY 11788
Preparer
Carol Westfall
Phone
6312734778
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IRS990/OtherExpensesGrp/Desc0REIMB PR. BEN & TAXES
IRS990/OtherExpensesGrp/Desc1MATERIALS & SUPPLIES
IRS990/OtherExpensesGrp/Desc2EQUIPMENT REPAIRS & REN
IRS990/OtherExpensesGrp/Desc3EDUCATIONAL COURSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt082010
IRS990/OtherExpensesGrp/ProgramServicesAmt078352
IRS990/OtherExpensesGrp/ProgramServicesAmt147905
IRS990/OtherExpensesGrp/ProgramServicesAmt230956
IRS990/OtherExpensesGrp/TotalAmt082010
IRS990/OtherExpensesGrp/TotalAmt178352
IRS990/OtherExpensesGrp/TotalAmt247905
IRS990/OtherExpensesGrp/TotalAmt330956
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0553
IRS990/OtherRevenueMiscGrp/BusinessCd0237310
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt06180
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt06180
IRS990/OtherRevenueTotalAmt06180
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0177799
IRS990/OtherSalariesAndWagesGrp/TotalAmt0177799
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt026358
IRS990/PayrollTaxesGrp/TotalAmt026358
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0121543
IRS990/PensionPlanContributionsGrp/TotalAmt0121543
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt027420
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt018417
IRS990/PrincipalOfficerNm0RITA KOSTIK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0237310
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYERS' CONTRIB
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01117345
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01117345
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt026895
IRS990/PYOtherExpensesAmt0548202
IRS990/PYOtherRevenueAmt065213
IRS990/PYProgramServiceRevenueAmt0989015
IRS990/PYRevenuesLessExpensesAmt0-76345
IRS990/PYSalariesCompEmpBnftPaidAmt0609266
IRS990/PYTotalExpensesAmt01157468
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01081123
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt074238
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03034053
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03213589
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0252527
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0204362
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0456889
IRS990ScheduleD/EquipmentGrp/BookValueAmt0763601
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01661812
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02425413
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt06801
IRS990ScheduleD/ExpensesSubtotalAmt01103703
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt06801
IRS990ScheduleD/InvestmentExpensesNotIncldAmt06801
IRS990ScheduleD/LandGrp/BookValueAmt058133
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt058133
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0105298
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt043745
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt058059
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0101804
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0553
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED ORGANIZATIONS
IRS990ScheduleD/RevenueNotReportedAmt0105298
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt06801
IRS990ScheduleD/RevenueSubtotalAmt01177941
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01118006
IRS990ScheduleD/TotalExpensesPerForm990Amt01110504
IRS990ScheduleD/TotalLiabilityAmt0553
IRS990ScheduleD/TotalRevenuePerForm990Amt01184742
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01283239
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01103703
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/ExplanationTxt0THE NONDISCRIMINATORY POLICY IS ON LOCAL 137'S WEBSITE.
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/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1174878
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2142045
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0158815
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt126232
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt221307
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt076111
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt138160
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt238160
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt031122
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt11887
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0RITA KOSTIK
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1JOSEPH W SCHNEIDER JR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2DAVID RYAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0FUND MANAGER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1FUND DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2ASST FUND DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1241157
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt2201512
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0266048
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
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 AND LABOR MANAGEMENT COOPERATIVE TRUST. 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.

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,334,009
Liabilities
$120,420
Net assets
$3,213,589
Revenue
$1,184,742
Expenses
$1,110,504
Net income
$74,238
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
2021Detailed filing. Detailed filing data is available for this year.$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