Civic Intelligence

International Associations of Smart Workers LCL 137 Apprenticeship Train Fd

990 • Fiscal year 2017 • EIN 13-2728844

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 23, 2018

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

26th percentile

0.02x

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

2017 filings • NTEE J • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

28th percentile

0.03x

Higher debt load relative to revenue than 28% of similar nonprofits.

2017 filings • NTEE J • $1M-$5M nonprofits • Source year 2017

Net Margin

88th percentile

31%

Higher net margin than 88% of similar nonprofits.

2017 filings • NTEE J • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

80th percentile

$211,248

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 20.5% of source-year revenue.

2017 filings • NTEE J • $1M-$5M nonprofits • Source year 2017

Asset Growth

81st percentile

25%

Faster asset growth than 81% of similar nonprofits.

2017 filings • NTEE J • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

60th percentile

6.6%

Faster revenue growth than 60% of similar nonprofits.

2017 filings • NTEE J • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$1,606,702

Up $322,435 (+25%) from 2016

Net Assets

Up

$1,579,202

Up $316,386 (+25%) from 2016

Liabilities

Up

$27,500

Up $6,049 (+28%) from 2016

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin88th percentile

Revenue

Up

$1,032,464

Up $64,251 (+6.6%) from 2016

Expenses

Up

$716,078

Up $100,571 (+16%) from 2016

Net Income

Down

$316,386

Down $36,320 (-10%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth81st 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

2017

Assets$1,606,702
Liabilities$27,500
Net Assets$1,579,202
Open 2017 Filing

Operations Trend

Revenue Growth60th 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

2017

Revenue$1,032,464
Expenses$716,078
Net Income$316,386
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 23, 2018
Return Version
2017v2.2
Gross Receipts
$1,032,464
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$1,262,816$1,579,202▲ $316,386
Savings and Temporary Cash Investments-$1,284,186-
Investments in Publicly Traded Securities$769,438$0▼ $769,438
Accounts Receivable$162,870$155,854▼ $7,016
Land, Buildings, and Equipment, Net$132,563$95,595▼ $36,968
Cash and Non-Interest-Bearing Accounts$210,653$62,324▼ $148,329
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$1,284,267$1,606,702▲ $322,435
Other Assets Total$8,743$8,743→ $0
Liabilities
Accounts Payable and Accrued Expenses$21,451$27,500▲ $6,049
Total Liabilities$21,451$27,500▲ $6,049
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,262,816$1,579,202▲ $316,386
Total Liabilities and Net Assets / Fund Balance$1,284,267$1,606,702▲ $322,435

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$16,457$151,847$168,304
Leasehold Improvements$73,421$64,244$137,665
Other Land Buildings$5,717$32,064$37,781
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleOtherTotal
Russell CapaldoUnion Trustee$489$489

Board Members and Trustees

NameTitle
Jonathan BragoliEmplyr Trustee
Kevin GoingEmplyr Trustee
Shanna PerasEmplyr Trustee
Peter ScaglioneTraining Director
Dante Dano JrUnion Trustee
George Lsenior JrUnion Trustee
Richard Basulto Eff 917Associate Admin
LOIS a FUSCO thru 817Fund Admin
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,016,737
Investment Income
$2,594
Other Revenue
$13,133
Change in Net Assets
$316,386

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,032,464
Total Revenue per Audited Statements
$1,032,464
Total Revenue per Form 990
$1,032,464
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$606,742
Salaries, Compensation, and Employee Benefits$109,336
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$97,473--$97,473
Other Expenses$80,781$115,283-$80,781
Occupancy$41,691$7,633-$49,324
Depreciation Depletion$35,172$3,735-$38,907
Insurance$36,078--$36,078
Fees for Services Accounting-$19,500-$19,500
Conferences and Meetings$17,327--$17,327
Payroll Taxes$8,569--$8,569
Office Expenses$3,665$1,283-$4,948
Fees for Services Legal-$4,179-$4,179
Information Technology-$2,415-$2,415
Other Employee Benefits$2,111--$2,111
Pension Plan Contributions$1,183--$1,183
Total Functional Expenses$562,050$154,028$0$716,078

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$716,078
Total Expenses per Audited Statements$716,078
Total Expenses per Form 990$716,078
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. Once complete, the form was provided to and 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
Richard Basulto
Title
Associate Admin
Signed
2018-07-23
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
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0115283
IRS990/OtherExpensesGrp/ProgramServicesAmt0238000
IRS990/OtherExpensesGrp/ProgramServicesAmt180781
IRS990/OtherExpensesGrp/TotalAmt0353283
IRS990/OtherExpensesGrp/TotalAmt180781
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0Other income
IRS990/OtherRevenueMiscGrp/Desc1REIMBURSED EXPENSES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt08233
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt14900
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt08233
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt14900
IRS990/OtherRevenueTotalAmt013133
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt097473
IRS990/OtherSalariesAndWagesGrp/TotalAmt097473
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt08569
IRS990/PayrollTaxesGrp/TotalAmt08569
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01183
IRS990/PensionPlanContributionsGrp/TotalAmt01183
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYERS CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01016737
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01016737
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0507581
IRS990/PYOtherRevenueAmt04684
IRS990/PYProgramServiceRevenueAmt0963529
IRS990/PYRevenuesLessExpensesAmt0352706
IRS990/PYSalariesCompEmpBnftPaidAmt0107926
IRS990/PYTotalExpensesAmt0615507
IRS990/PYTotalRevenueAmt0968213
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0316386
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01262816
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01579202
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01284186
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt016457
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0151847
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0168304
IRS990ScheduleD/ExpensesSubtotalAmt0716078
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt073421
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt064244
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0137665
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt05717
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt032064
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt037781
IRS990ScheduleD/RevenueSubtotalAmt01032464
IRS990ScheduleD/TotalBookValueLandBuildingsAmt095595
IRS990ScheduleD/TotalExpensesPerForm990Amt0716078
IRS990ScheduleD/TotalRevenuePerForm990Amt01032464
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01032464
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0716078
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/CompensationBasedOnRltdOrgsAmt0136430
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt189883
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt052291
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt145260
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt022527
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt121400
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0LOIS a FUSCO thru 817
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1PETER SCAGLIONE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2RICHARD BASULTO EFF 917
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0FUND ADMIN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRAINING DIR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2ASSOCIATE ADMIN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0211248
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1156543
IRS990ScheduleJ/SeverancePaymentInd0true
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0PART I, LINE 1A, RELEVANT INFORMATION REGARDING COMPENSATION AND BENEFITS - LOIS A. FUSCO RECEIVED COMPENSATION AND BENEFITS IN HER CAPACITY AS FUND ADMINISTRATOR OF THIS ENTITY AND THE RELATED INSURANCE, ANNUITY, AND SCHOLARSHIP FUNDS. RICHARD BASULTO RECEIVES COMPENSATION AND BENEFITS IN HIS CAPACITY AS CURRENT ASSOCIATE 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 13% 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 $162,863 AND BENEFITS OF $122,634 ARE PAID BY THE LOCAL UNION OF WHICH 80% 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. ONCE COMPLETE, THE FORM WAS PROVIDED TO AND 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 FD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0132866830
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1113281606
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2135520944
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(A)

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,606,702
Liabilities
$27,500
Net assets
$1,579,202
Revenue
$1,032,464
Expenses
$716,078
Net income
$316,386
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
2017Detailed filing. Detailed filing data is available for this year.$1.61$0.03$1.58$1.03$0.72$0.32
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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