Civic Intelligence

International Associations of Smart Workers LCL 137 Apprenticeship Train Fd

990 • Fiscal year 2016 • EIN 13-2728844

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 22, 2017

Organization ProfileN/A

Refreshing map…

50-02 5th St Ste ALong Island City, NY 11101

(718) 937-4514

Siviq Scores

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

Liabilities / Assets

29th percentile

0.02x

Higher debt load relative to assets than 29% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.02x

Higher debt load relative to revenue than 26% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

89th percentile

36%

Higher net margin than 89% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

82nd percentile

20%

Faster asset growth than 82% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

70th percentile

13%

Faster revenue growth than 70% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$1,284,267

Up $209,781 (+20%) from 2015

Net Assets

Up

$1,262,816

Up $352,706 (+39%) from 2015

Liabilities

Down

$21,451

Down $142,925 (-87%) from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin89th percentile

Revenue

Up

$968,213

Up $111,318 (+13%) from 2015

Expenses

Down

$615,507

Down $84,244 (-12%) from 2015

Net Income

Up

$352,706

Up $195,562 (+124%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $282,204Liabilities 2011: $16,000Net Assets 2011: $266,2042011Assets 2012: $445,933Liabilities 2012: $22,047Net Assets 2012: $423,8862012Assets 2013: $580,775Liabilities 2013: $17,500Net Assets 2013: $563,2752013Assets 2014: $775,075Liabilities 2014: $22,109Net Assets 2014: $752,9662014Assets 2015: $1,074,486Liabilities 2015: $164,376Net Assets 2015: $910,1102015Assets 2016: $1,284,267Liabilities 2016: $21,451Net Assets 2016: $1,262,8162016Assets 2017: $1,606,702Liabilities 2017: $27,500Net Assets 2017: $1,579,2022017Assets 2018: $1,867,255Liabilities 2018: $22,218Net Assets 2018: $1,845,0372018Assets 2019: $2,250,510Liabilities 2019: $20,000Net Assets 2019: $2,230,5102019Assets 2020: $2,423,186Liabilities 2020: $89,411Net Assets 2020: $2,333,7752020Assets 2021: $2,583,071Liabilities 2021: $22,250Net Assets 2021: $2,560,8212021Assets 2022: $2,930,795Liabilities 2022: $145,311Net Assets 2022: $2,785,4842022Assets 2023: $3,267,720Liabilities 2023: $176,429Net Assets 2023: $3,091,2912023Assets 2024: $3,504,462Liabilities 2024: $176,449Net Assets 2024: $3,328,0132024

Highlighted filing

2016

Assets$1,284,267
Liabilities$21,451
Net Assets$1,262,816
Open 2016 Filing

Operations Trend

Revenue Growth70th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $606,974Expenses 2011: $607,541Net Income 2011: -$5672011Expenses 2012: $630,8782012Revenue 2013: $795,371Expenses 2013: $655,982Net Income 2013: $139,3892013Revenue 2014: $859,157Expenses 2014: $669,466Net Income 2014: $189,6912014Revenue 2015: $856,895Expenses 2015: $699,751Net Income 2015: $157,1442015Revenue 2016: $968,213Expenses 2016: $615,507Net Income 2016: $352,7062016Revenue 2017: $1,032,464Expenses 2017: $716,078Net Income 2017: $316,3862017Revenue 2018: $979,989Expenses 2018: $715,780Net Income 2018: $264,2092018Revenue 2019: $1,105,890Expenses 2019: $722,582Net Income 2019: $383,3082019Revenue 2020: $811,602Expenses 2020: $701,748Net Income 2020: $109,8542020Revenue 2021: $955,288Expenses 2021: $695,098Net Income 2021: $260,1902021Revenue 2022: $1,007,702Expenses 2022: $668,071Net Income 2022: $339,6312022Revenue 2023: $996,257Expenses 2023: $773,199Net Income 2023: $223,0582023Revenue 2024: $939,031Expenses 2024: $761,796Net Income 2024: $177,2352024

Highlighted filing

2016

Revenue$968,213
Expenses$615,507
Net Income$352,706
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 22, 2017
Return Version
2016v3.0
Gross Receipts
$968,213
Mission and Program Overview

Mission

To provide training, skill improvement and safety education to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$910,110$1,262,816▲ $352,706
Investments in Publicly Traded Securities$669,367$769,438▲ $100,071
Cash and Non-Interest-Bearing Accounts$160,250$210,653▲ $50,403
Accounts Receivable$92,000$162,870▲ $70,870
Land, Buildings, and Equipment, Net$144,126$132,563▼ $11,563
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-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,074,486$1,284,267▲ $209,781
Other Assets Total$8,743$8,743→ $0
Liabilities
Other Liabilities$145,876--
Accounts Payable and Accrued Expenses$18,500$21,451▲ $2,951
Total Liabilities$164,376$21,451▼ $142,925
Net Assets / Fund Balance
Total Net Assets Fund Balance$910,110$1,262,816▲ $352,706
Total Liabilities and Net Assets / Fund Balance$1,074,486$1,284,267▲ $209,781

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$23,581$144,723$168,304
Leasehold Improvements$100,955$36,710$137,665
Other Land Buildings$8,027$29,377$37,404
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
FRANK LETTERA thru 616Emplyr Trustee
Jonathan BragoliEmplyr Trustee
Kevin GoingEmplyr Trustee
SHANNA PERAS eff 716Emplyr Trustee
Peter ScaglioneTraining Director
CHRISTOPHER VILLIANI thru 916Union Trustee
Dante Dano JrUnion Trustee
George Lsenior JrUnion Trustee
RUSSELL CAPALDO eff 916Union Trustee
LOIS a FUSCOFund Admin.
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$963,529
Investment Income
$0
Other Revenue
$4,684
Change in Net Assets
$352,706

Audited Revenue Reconciliation

Revenue per Audited Statements
$968,213
Total Revenue per Audited Statements
$968,213
Total Revenue per Form 990
$968,213
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$507,581
Salaries, Compensation, and Employee Benefits$107,926
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$93,520--$93,520
Occupancy$42,996$8,192-$51,188
Other Expenses$43,306$119,000-$43,306
Depreciation Depletion$33,249$3,974-$37,223
Fees for Services Accounting-$19,000-$19,000
Insurance$10,807--$10,807
Payroll Taxes$8,693--$8,693
Office Expenses$3,641$2,479-$6,120
Conferences and Meetings$5,927--$5,927
Fees for Services Legal-$4,209-$4,209
Other Employee Benefits$3,686--$3,686
Information Technology-$2,801-$2,801
Pension Plan Contributions$2,027--$2,027
Total Functional Expenses$455,852$159,655$0$615,507

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$615,507
Total Expenses per Audited Statements$615,507
Total Expenses per Form 990$615,507
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
Yes
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 administrator and was reviewed with the organization's board of trustees prior to submission.”

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

“As required by the fund's policy and by erisa, officers, directors, and key employees have a continuous obligation to report potential conflicts of interest.”

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

“The organization's governing documents are available to the public to the extent required by law and may be viewed by all participants at the fund office upon request.”

Filing and Contact Details

Filer

Filer Name
International Associations of Smart
EIN
13-2728844
Phone
7189374514
Address
50-02 5TH ST STE A, LONG ISLAND CITY, NY 11101

Signing Officer

Name
LOIS a FUSCO
Title
Fund Admin.
Signed
2017-06-22
Discuss with paid preparer
Yes

Organization Details

Formed
1971
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
6
Employees
11

Preparer

Firm
Schultheis & Panettieri LLP
Address
210 Marcus Boulevard, Hauppauge, NY 11788-3740
Preparer
Carol Westfall
Phone
6312734778
Raw XML AppendixShowing 400 of 513 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt018500
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt021451
IRS990/AccountsReceivableGrp/BOYAmt092000
IRS990/AccountsReceivableGrp/EOYAmt0162870
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE TRAINING, SKILL IMPROVEMENT AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0LOIS A FUSCO
IRS990/BooksInCareOfDetail/PhoneNum07189374514
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt050-02 5TH ST STE A
IRS990/BooksInCareOfDetail/USAddress/CityNm0LONG ISLAND CITY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd011101
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0160250
IRS990/CashNonInterestBearingGrp/EOYAmt0210653
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0true
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt05927
IRS990/ConferencesMeetingsGrp/TotalAmt05927
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0507581
IRS990/CYOtherRevenueAmt04684
IRS990/CYProgramServiceRevenueAmt0963529
IRS990/CYRevenuesLessExpensesAmt0352706
IRS990/CYSalariesCompEmpBnftPaidAmt0107926
IRS990/CYTotalExpensesAmt0615507
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0968213
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt03974
IRS990/DepreciationDepletionGrp/ProgramServicesAmt033249
IRS990/DepreciationDepletionGrp/TotalAmt037223
IRS990/Desc0TO PROVIDE TRAINING, SKILL IMPROVEMENT AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt011
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0455852
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt019000
IRS990/FeesForServicesAccountingGrp/TotalAmt019000
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt04209
IRS990/FeesForServicesLegalGrp/TotalAmt04209
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt845.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt950.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt877290
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0DANTE DANO JR
IRS990/Form990PartVIISectionAGrp/PersonNm1GEORGE LSENIOR JR
IRS990/Form990PartVIISectionAGrp/PersonNm2FRANK LETTERA thru 616
IRS990/Form990PartVIISectionAGrp/PersonNm3KEVIN GOING
IRS990/Form990PartVIISectionAGrp/PersonNm4JONATHAN BRAGOLI
IRS990/Form990PartVIISectionAGrp/PersonNm5CHRISTOPHER VILLIANI thru 916
IRS990/Form990PartVIISectionAGrp/PersonNm6RUSSELL CAPALDO eff 916
IRS990/Form990PartVIISectionAGrp/PersonNm7SHANNA PERAS eff 716
IRS990/Form990PartVIISectionAGrp/PersonNm8LOIS a FUSCO
IRS990/Form990PartVIISectionAGrp/PersonNm9PETER SCAGLIONE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt8143989
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2EMPLYR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3EMPLYR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4EMPLYR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7EMPLYR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8FUND ADMIN.
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRAINING DIR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01971
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0968213
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02801
IRS990/InformationTechnologyGrp/TotalAmt02801
IRS990/InsuranceGrp/ProgramServicesAmt010807
IRS990/InsuranceGrp/TotalAmt010807
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0669367
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0769438
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0210810
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0144126
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0132563
IRS990/LandBldgEquipCostOrOtherBssAmt0343373
IRS990/LegalDomicileStateCd0NY
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE TRAINING, SKILL IMPROVEMENT AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0910110
IRS990/NetAssetsOrFundBalancesEOYAmt01262816
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt08192
IRS990/OccupancyGrp/ProgramServicesAmt042996
IRS990/OccupancyGrp/TotalAmt051188
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02479
IRS990/OfficeExpensesGrp/ProgramServicesAmt03641
IRS990/OfficeExpensesGrp/TotalAmt06120
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt08743
IRS990/OtherAssetsTotalGrp/EOYAmt08743
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt03686
IRS990/OtherEmployeeBenefitsGrp/TotalAmt03686
IRS990/OtherExpensesGrp/Desc0REIMBURSED EXPENSES
IRS990/OtherExpensesGrp/Desc1MATERIALS & SUPPLIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0119000
IRS990/OtherExpensesGrp/ProgramServicesAmt0208000
IRS990/OtherExpensesGrp/ProgramServicesAmt143306
IRS990/OtherExpensesGrp/TotalAmt0327000
IRS990/OtherExpensesGrp/TotalAmt143306
IRS990/OtherLiabilitiesGrp/BOYAmt0145876
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0Other income
IRS990/OtherRevenueMiscGrp/Desc1REIMBURSED EXPENSES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0184
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt14500
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0184
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt14500
IRS990/OtherRevenueTotalAmt04684
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt093520
IRS990/OtherSalariesAndWagesGrp/TotalAmt093520
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt08693
IRS990/PayrollTaxesGrp/TotalAmt08693
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt02027
IRS990/PensionPlanContributionsGrp/TotalAmt02027
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYERS CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0963529
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0963529
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0591625
IRS990/PYOtherRevenueAmt01020
IRS990/PYProgramServiceRevenueAmt0855875
IRS990/PYRevenuesLessExpensesAmt0157144
IRS990/PYSalariesCompEmpBnftPaidAmt0108126
IRS990/PYTotalExpensesAmt0699751
IRS990/PYTotalRevenueAmt0856895
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0352706
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0910110
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01262816
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt023581
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0144723
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0168304
IRS990ScheduleD/ExpensesSubtotalAmt0615507
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0100955
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt036710
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0137665
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt08027
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt029377
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt037404
IRS990ScheduleD/RevenueSubtotalAmt0968213
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0132563
IRS990ScheduleD/TotalExpensesPerForm990Amt0615507
IRS990ScheduleD/TotalRevenuePerForm990Amt0968213
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0968213
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0615507
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/ExplanationTxt0PUBLISHED ANNUALLY IN A LOCAL NEWSPAPER
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1(B)-NO SCHOLARSHIP OR FINANCIAL ASSISTANCE PROVIDED(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/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990ScheduleJ/RebuttablePresumptionProcInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0143989
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt053696
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt023594
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0LOIS a FUSCO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1PETER SCAGLIONE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0FUND ADMIN.
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRAINING DIR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0221279
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0PART I, LINE 1A, RELEVANT INFORMATION REGARDING COMPENSATION AND BENEFITS - LOIS A. FUSCO RECEIVES COMPENSATION AND BENEFITS IN HER CAPACITY AS FUND ADMINISTRATOR OF THIS ENTITY AND THE RELATED INSURANCE, ANNUITY, AND SCHOLARSHIP FUNDS. COMPENSATION AND BENEFITS ARE PAID BY THE INSURANCE FUND WITH REIMBURSEMENTS MADE ACCORDINGLY. THE APPRENTICE FUND'S PORTION OF THESE EXPENSES IS 15% OF THE GROSS AMOUNTS DETAILED ON SCHEDULE J, PART II.PART I, LINE 2A, RELEVANT INFORMATION REGARDING COMPENSATION AND BENEFITS - PETER SCAGLIONE RECEIVES COMPENSATION AND BENEFITS IN HIS CAPACITY AS TRAINING DIRECTOR OF THIS ENTITY AND WORK PERFORMED FOR THE LOCAL UNION (UNRELATED ORGANIZATION). COMPENSATION OF $151,544 AND BENEFITS OF $113,804 ARE PAID BY THE LOCAL UNION OF WHICH 75% IS REIMBURSED BY THE APPRENTICE FUND.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Part III, Additional Information
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WAS PREPARED IN COORDINATION WITH THE FUND ADMINISTRATOR AND WAS REVIEWED WITH THE ORGANIZATION'S BOARD OF TRUSTEES PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AS REQUIRED BY THE FUND'S POLICY AND BY ERISA, OFFICERS, DIRECTORS, AND KEY EMPLOYEES HAVE A CONTINUOUS OBLIGATION TO REPORT POTENTIAL CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW AND MAY BE VIEWED BY ALL PARTICIPANTS AT THE FUND OFFICE UPON REQUEST.
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
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0INTL ASSOC SMART 137 ANNUITY FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1PAUL COLLINS JR SCHOLARSHIP FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2INTL ASSOC SMART 137 INSURANCE FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0132866830
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1113281606

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,284,267
Liabilities
$21,451
Net assets
$1,262,816
Revenue
$968,213
Expenses
$615,507
Net income
$352,706
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.50$0.18$3.33$0.94$0.76$0.18
2023Detailed filing. Detailed filing data is available for this year.$3.27$0.18$3.09$1.00$0.77$0.22
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.93$0.15$2.79$1.01$0.67$0.34
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.02$2.56$0.96$0.70$0.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.42$0.09$2.33$0.81$0.70$0.11
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.25$0.02$2.23$1.11$0.72$0.38
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$0.02$1.85$0.98$0.72$0.26
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.03$1.58$1.03$0.72$0.32
2016Detailed filing. Detailed filing data is available for this year.$1.28$0.02$1.26$0.97$0.62$0.35
2015Detailed filing. Detailed filing data is available for this year.$1.07$0.16$0.91$0.86$0.70$0.16
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.78$0.02$0.75$0.86$0.67$0.19
2013Detailed filing. Detailed filing data is available for this year.$0.58$0.02$0.56$0.80$0.66$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.02$0.42$0.63
2011Summary only. Only limited summary data is available for this year.$0.28$0.02$0.27$0.61$0.61$0.00