Civic Intelligence

International Associations of Smart Workers LCL 137 Apprenticeship Train Fd

990 • Fiscal year 2022 • EIN 13-2728844

Jan 01, 2022 to Dec 31, 2022 • Filed on Jul 31, 2023

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

44th percentile

0.05x

Higher debt load relative to assets than 44% of similar nonprofits.

2022 filings • NTEE J • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

64th percentile

0.14x

Higher debt load relative to revenue than 64% of similar nonprofits.

2022 filings • NTEE J • $1M-$5M nonprofits • Source year 2022

Net Margin

88th percentile

34%

Higher net margin than 88% of similar nonprofits.

2022 filings • NTEE J • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

81st percentile

$225,438

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 22.4% of source-year revenue.

2022 filings • NTEE J • $1M-$5M nonprofits • Source year 2022

Asset Growth

71st percentile

13%

Faster asset growth than 71% of similar nonprofits.

2022 filings • NTEE J • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

55th percentile

5.5%

Faster revenue growth than 55% of similar nonprofits.

2022 filings • NTEE J • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$2,930,795

Up $347,724 (+13%) from 2021

Net Assets

Up

$2,785,484

Up $224,663 (+8.8%) from 2021

Liabilities

Up

$145,311

Up $123,061 (+553%) from 2021

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin88th percentile

Revenue

Up

$1,007,702

Up $52,414 (+5.5%) from 2021

Expenses

Down

$668,071

Down $27,027 (-3.9%) from 2021

Net Income

Up

$339,631

Up $79,441 (+31%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2022

Assets$2,930,795
Liabilities$145,311
Net Assets$2,785,484
Open 2022 Filing

Operations Trend

Revenue Growth55th 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

2022

Revenue$1,007,702
Expenses$668,071
Net Income$339,631
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 31, 2023
Return Version
2022v5.0
Gross Receipts
$1,167,360
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$2,560,821$2,785,484▲ $224,663
Investments in Publicly Traded Securities$1,481,534$2,127,288▲ $645,754
Savings and Temporary Cash Investments$762,441$429,625▼ $332,816
Accounts Receivable$150,933$110,378▼ $40,555
Cash and Non-Interest-Bearing Accounts$145,176$109,326▼ $35,850
Land, Buildings, and Equipment, Net$31,307$22,182▼ $9,125
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,583,071$2,930,795▲ $347,724
Other Assets Total$11,680$131,996▲ $120,316
Liabilities
Other Liabilities$0$122,061▲ $122,061
Accounts Payable and Accrued Expenses$22,250$23,250▲ $1,000
Total Liabilities$22,250$145,311▲ $123,061
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,560,821$2,785,484▲ $224,663
Total Liabilities and Net Assets / Fund Balance$2,583,071$2,930,795▲ $347,724

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$22,182$190,933$213,115
Leasehold Improvements$0$137,665$137,665
Other Land Buildings$0$37,781$37,781
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleOtherTotal
Russell CapaldoUnion Trustee$2,499$2,499

Board Members and Trustees

NameTitle
Jonathan BragoliEmplyr Trustee
Kevin GoingEmplyr Trustee
Shanna PerasEmplyr Trustee
Peter ScaglioneTraining Director
Anthony FotiadisUnion Trustee
Dante Dano JrUnion Trustee
Richard BasultoFund Administrator
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$991,451
Investment Income
$15,375
Other Revenue
$876
Change in Net Assets
$339,631

Audited Revenue Reconciliation

Revenue per Audited Statements
$997,770
Revenue Not Reported on Financial Statements
$9,932
Revenue Not Reported on Form 990
$-114,968
Total Revenue per Audited Statements
$882,802
Total Revenue per Form 990
$1,007,702
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$608,526
Salaries, Compensation, and Employee Benefits$59,545
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$64,419$6,292-$70,711
Other Expenses$67,601$102,454-$67,601
Other Salaries and Wages$52,236--$52,236
Insurance$39,151--$39,151
Fees for Services Accounting-$22,000-$22,000
Fees for Services Legal-$11,883-$11,883
Fees for Service Investment Mgmnt Fees-$9,932-$9,932
Depreciation Depletion$9,124--$9,124
Payroll Taxes$5,213--$5,213
Office Expenses$3,839$644-$4,483
Conferences and Meetings$3,247--$3,247
Information Technology-$1,940-$1,940
Other Employee Benefits$1,348--$1,348
Pension Plan Contributions$748--$748
Total Functional Expenses$512,926$155,145$0$668,071

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$668,071
Expenses per Audited Statements$658,139
Total Expenses per Audited Statements$658,139
Expenses Not Reported on Financial Statements$9,932
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
Operating Lease Payable$122,061
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
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, Section B, Line 11B

“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, Section B, Line 12C

“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, Section C, Line 19

“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
Smart Local 137 Apprentice Training Fund
EIN
13-2728844
Phone
7189374514
Address
50-02 5TH ST STE A, LONG ISLAND CITY, NY 11101

Signing Officer

Name
Richard Basulto
Title
Fund Administrator
Phone
7189374514
Signed
2023-07-31
Discuss with paid preparer
Yes

Organization Details

Formed
1971
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
6
Employees
10
Volunteers
0

Preparer

Firm
Schultheis & Panettieri Llp
Address
450 WIRELESS BLVD, HAUPPAUGE, NY 11788
Preparer
Carol Westfall
Phone
6312734778
Raw XML AppendixShowing 400 of 511 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.

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IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt08970
IRS990/PYOtherExpensesAmt0633338
IRS990/PYOtherRevenueAmt08
IRS990/PYProgramServiceRevenueAmt0877899
IRS990/PYRevenuesLessExpensesAmt0260190
IRS990/PYSalariesCompEmpBnftPaidAmt061760
IRS990/PYTotalExpensesAmt0695098
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0955288
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0339631
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02560821
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02785484
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0762441
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0429625
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt022182
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0190933
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0213115
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt09932
IRS990ScheduleD/ExpensesSubtotalAmt0658139
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt09932
IRS990ScheduleD/InvestmentExpensesNotIncldAmt09932
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0137665
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0137665
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-114968
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt037781
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt037781
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0122061
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OPERATING LEASE PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt0-114968
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt09932
IRS990ScheduleD/RevenueSubtotalAmt0997770
IRS990ScheduleD/TotalBookValueLandBuildingsAmt022182
IRS990ScheduleD/TotalExpensesPerForm990Amt0668071
IRS990ScheduleD/TotalLiabilityAmt0122061
IRS990ScheduleD/TotalRevenuePerForm990Amt01007702
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0882802
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0658139
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/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, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0145713
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt049494
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt030231
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0RICHARD BASULTO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1PETER SCAGLIONE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0FUND ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRAINING DIR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0225438
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0PART I, LINE 1A,RELEVANT INFORMATION REGARDING COMPENSATION AND BENEFITS - RICHARD BASULTO RECEIVES COMPENSATION AND BENEFITS IN HIS CAPACITY AS CURRENT 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 8% 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 $179,404 AND BENEFITS OF $139,499 ARE PAID BY THE LOCAL UNION OF WHICH 80% IS REIMBURSED BY THE APPRENTICE FUND.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 SCHEDULE J
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
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, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SMART LOCAL 137 ANNUITY FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1PAUL COLLINS JR SCHOLARSHIP FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2SMART LOCAL 137 INSURANCE FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0132866830
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1113281606
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2135520944
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE RET BENEFITS TO PARTICIPANTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PROVIDE SCHOLARSHIP TO ELIGIBLE PARTICIPANTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2PROVIDE HEALTH CARE BENEEFITS TO ELIGIBLE PARTICIPANTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt110
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt050-02 5TH ST STE A

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,930,795
Liabilities
$145,311
Net assets
$2,785,484
Revenue
$1,007,702
Expenses
$668,071
Net income
$339,631
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
2022Detailed filing. Detailed filing data is available for this year.$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
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