Civic Intelligence

Local 891 Iuoe School Custodian And

EIN 13-3015202 • 501(c)9 • Brooklyn, NY

Profile

The fund shall be used for the exclusive purpose of providing either on an insured and/or entirely self-insured basis, health and welfare benefits which may include, but not be limited to: life insurance, accidental death and dismemberment benefits, disability benefits and hospitalization, dental benefits, surgical and medical benefits for eligible employees of the employer as well as their families and dependents, as may be determined from time to time by the board of trustees within the fiscal means of the trust fund and for the financing of the reasonable and necessary expenses of the trustees and the operation and administration of the fund, in accordance with the agreement and declaration of trust, and in compliance with the applicable laws and regulations.

Brooklyn Navy Yard Bldg 292 401Brooklyn, NY 11205

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

48th percentile

0.02x

Higher debt load relative to assets than 48% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.04x

Higher debt load relative to revenue than 61% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Net Margin

24th percentile

-6.6%

Higher net margin than 24% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

69th percentile

$53,933

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Asset Growth

31st percentile

-1.8%

Faster asset growth than 31% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

48th percentile

5.2%

Faster revenue growth than 48% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Down

$7,441,830

Down $132,733 (-1.8%) from 2023

Liabilities

Down

$120,103

Down $14,065 (-10%) from 2023

Net Assets

Down

$7,321,727

Down $118,668 (-1.6%) from 2023

Revenue

Up

$2,716,116

Up $135,373 (+5.2%) from 2023

Expenses

Down

$2,894,567

Down $77,273 (-2.6%) from 2023

Net Income

Up

-$178,451

Up $212,646 (+54%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2010: $4,755,441Liabilities 2010: $152,208Net Assets 2010: $4,603,2332010Assets 2011: $4,904,494Liabilities 2011: $113,050Net Assets 2011: $4,791,4442011Assets 2012: $5,283,461Liabilities 2012: $75,717Net Assets 2012: $5,207,7442012Assets 2013: $5,212,454Liabilities 2013: $160,858Net Assets 2013: $5,051,5962013Assets 2014: $5,359,866Liabilities 2014: $87,967Net Assets 2014: $5,271,8992014Assets 2015: $5,523,579Liabilities 2015: $98,040Net Assets 2015: $5,425,5392015Assets 2016: $5,903,539Liabilities 2016: $67,635Net Assets 2016: $5,835,9042016Assets 2017: $6,563,263Liabilities 2017: $65,264Net Assets 2017: $6,497,9992017Assets 2018: $6,943,592Liabilities 2018: $63,673Net Assets 2018: $6,879,9192018Assets 2019: $7,443,036Liabilities 2019: $72,197Net Assets 2019: $7,370,8392019Assets 2020: $7,847,587Liabilities 2020: $84,665Net Assets 2020: $7,762,9222020Assets 2021: $8,391,163Liabilities 2021: $147,980Net Assets 2021: $8,243,1832021Assets 2022: $7,631,362Liabilities 2022: $107,726Net Assets 2022: $7,523,6362022Assets 2023: $7,574,563Liabilities 2023: $134,168Net Assets 2023: $7,440,3952023Assets 2024: $7,441,830Liabilities 2024: $120,103Net Assets 2024: $7,321,7272024

Highlighted filing

2024

Assets$7,441,830
Liabilities$120,103
Net Assets$7,321,727

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $2,722,076Expenses 2010: $2,460,025Net Income 2010: $262,0512010Revenue 2011: $2,565,798Expenses 2011: $2,415,205Net Income 2011: $150,5932011Revenue 2012: $2,566,513Expenses 2012: $2,232,336Net Income 2012: $334,1772012Revenue 2013: $2,325,310Expenses 2013: $2,283,691Net Income 2013: $41,6192013Revenue 2014: $2,358,717Expenses 2014: $2,175,162Net Income 2014: $183,5552014Revenue 2015: $2,340,902Expenses 2015: $2,106,399Net Income 2015: $234,5032015Revenue 2016: $2,547,376Expenses 2016: $2,261,084Net Income 2016: $286,2922016Revenue 2017: $2,520,397Expenses 2017: $1,971,760Net Income 2017: $548,6372017Revenue 2018: $2,792,816Expenses 2018: $2,323,559Net Income 2018: $469,2572018Revenue 2019: $2,801,188Expenses 2019: $2,678,842Net Income 2019: $122,3462019Revenue 2020: $2,687,586Expenses 2020: $2,529,366Net Income 2020: $158,2202020Revenue 2021: $2,941,131Expenses 2021: $2,542,612Net Income 2021: $398,5192021Revenue 2022: $2,887,112Expenses 2022: $2,791,159Net Income 2022: $95,9532022Revenue 2023: $2,580,743Expenses 2023: $2,971,840Net Income 2023: -$391,0972023Revenue 2024: $2,716,116Expenses 2024: $2,894,567Net Income 2024: -$178,4512024

Highlighted filing

2024

Revenue$2,716,116
Expenses$2,894,567
Net Income-$178,451

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.44$0.12$7.32$2.72$2.89$0.18
2023Detailed filing. Detailed filing data is available for this year.$7.57$0.13$7.44$2.58$2.97$0.39
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.63$0.11$7.52$2.89$2.79$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.39$0.15$8.24$2.94$2.54$0.40
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.85$0.08$7.76$2.69$2.53$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.44$0.07$7.37$2.80$2.68$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.94$0.06$6.88$2.79$2.32$0.47
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.56$0.07$6.50$2.52$1.97$0.55
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.90$0.07$5.84$2.55$2.26$0.29
2015Detailed filing. Detailed filing data is available for this year.$5.52$0.10$5.43$2.34$2.11$0.23
2014Detailed filing. Detailed filing data is available for this year.$5.36$0.09$5.27$2.36$2.18$0.18
2013Summary only. Only limited summary data is available for this year.$5.21$0.16$5.05$2.33$2.28$0.04
2012Summary only. Only limited summary data is available for this year.$5.28$0.08$5.21$2.57$2.23$0.33
2011Summary only. Only limited summary data is available for this year.$4.90$0.11$4.79$2.57$2.42$0.15
2010Summary only. Only limited summary data is available for this year.$4.76$0.15$4.60$2.72$2.46$0.26
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 5, 2024
Return Version
2023v5.1
Gross Receipts
$5,616,500
Mission and Program Overview

Mission

The fund shall be used for the exclusive purpose of providing either on an insured and/or entirely self-insured basis, health and welfare benefits which may include, but not be limited to: life insurance, accidental death and dismemberment benefits, disability benefits and hospitalization, dental benefits, surgical and medical benefits for eligible employees of the employer as well as their families and dependents, as may be determined from time to time by the board of trustees within the fiscal means of the trust fund and for the financing of the reasonable and necessary expenses of the trustees and the operation and administration of the fund, in accordance with the agreement and declaration of trust, and in compliance with the applicable laws and regulations.

To provide welfare benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$7,523,636$7,440,395▼ $83,241
Investments in Publicly Traded Securities$6,634,719$6,958,182▲ $323,463
Savings and Temporary Cash Investments$649,744$412,037▼ $237,707
Accounts Receivable$344,235$160,228▼ $184,007
Prepaid Expenses and Deferred Charges$2,664$44,116▲ $41,452
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$7,631,362$7,574,563▼ $56,799
Liabilities
Other Liabilities$72,588$87,818▲ $15,230
Accounts Payable and Accrued Expenses$35,138$46,350▲ $11,212
Total Liabilities$107,726$134,168▲ $26,442
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,523,636$7,440,395▼ $83,241
Total Liabilities and Net Assets / Fund Balance$7,631,362$7,574,563▼ $56,799

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$0$177,908$177,908
Leasehold Improvements$0$57,300$57,300
Equipment$0$33,935$33,935
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Robert J TroellerTrusteePT$52,406$52,406
Richard GorgoglioneTrusteePT$39,558$39,558
Francis J ByrneTrusteePT$39,558$39,558

Board Members and Trustees

NameTitle
Andrew SambergFormer Trustee
Adele a McgrealTrustee
Jose a PerezTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,454,369
Investment Income
$126,374
Other Revenue
$0
Change in Net Assets
$-391,097

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,530,662
Revenue Not Reported on Financial Statements
$50,081
Revenue Not Reported on Form 990
$307,856
Total Revenue per Audited Statements
$2,838,518
Total Revenue per Form 990
$2,580,743
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$275,251
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$2,696,589
Fees for Services Other---$76,925
Other Expenses---$64,687
Fees for Service Investment Mgmnt Fees---$50,081
Fees for Services Accounting---$33,000
Office Expenses---$23,645
Fees for Services Legal---$22,000
Insurance---$4,913
Total Functional Expenses$0$0$0$2,971,840

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,971,840
Expenses per Audited Statements$2,921,759
Total Expenses per Audited Statements$2,921,759
Expenses Not Reported on Financial Statements$50,081
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Iuoe Local 891$66,681
Unclaimed Benefit Liability$21,137
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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 A, Line 8B

The organization does not have any committees with authority to act on behalf of the governing body.

Form 990, Part VI, Section B, Line 11B

The organization's board of trustees reviews the form 990 prior to its filing.

Form 990, Part VI, Section B, Line 12C

Each trustee shall annually sign a statement, which affirms such person: - has received a copy of the conflict of interest policy. - has read and understands the policy. - has agreed to comply with the policy

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents and financial statements available to the public upon receipt of a participant's written request.

Filing and Contact Details

Filer

Filer Name
Local 891 Iuoe School Custodian and
EIN
13-3015202
Phone
7184559731
Address
BROOKLYN NAVY YARD BLDG 292 401, BROOKLYN, NY 11205

Signing Officer

Name
Richard Gorgoglione
Title
Chairman
Phone
7184559731
Signed
2024-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Gorgoglione
Formed
1969
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
Weaver and Tidwell Llp
Address
ONE PENNSYLVANIA PLAZA SUITE 3200, NEW YORK, NY 10119
Preparer
Ted Kirshenbaum
Phone
2126955003
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

Accounting principles generally accepted in the united states of america require fund management to evaluate tax positions taken by the fund and recognize a tax liability (or asset) if the fund has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The fund administrator has analyzed the tax positions taken by the fund, and has concluded that as of december 31, 2023, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. Employee benefit funds are subject to routine audits by taxing jurisdictions; however there are currently no audits for any tax periods in progress for the fund. The fund administrator believes it is no longer subject to income tax examinations for years prior to 2020.

Raw XML Appendix392 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt035138
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt046350
IRS990/AccountsReceivableGrp/BOYAmt0344235
IRS990/AccountsReceivableGrp/EOYAmt0160228
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt02696589
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0RICHARD GORGOGLIONE
IRS990/BooksInCareOfDetail/PhoneNum07184559731
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0BROOKLYN NAVY YARD BLDG 292 401
IRS990/BooksInCareOfDetail/USAddress/CityNm0BROOKLYN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd011205
IRS990/BusinessRlnWith35CtrlEntInd00
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IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt02696589
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0126374
IRS990/CYOtherExpensesAmt0275251
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt02454369
IRS990/CYRevenuesLessExpensesAmt0-391097
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt02971840
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02580743
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE PLAN PROVIDES DENTAL, LIFE INSURANCE, VISION, PRESCRIPTION DRUG AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. NUMBER OF PARTICIPANTS IS APPROXIMATELY 1,475.
IRS990/DescribedInSection501c3Ind00
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IRS990/DonorAdvisedFundInd00
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IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt033000
IRS990/FeesForServicesLegalGrp/TotalAmt022000
IRS990/FeesForServicesOtherGrp/TotalAmt076925
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt050081
IRS990/ForeignActivitiesInd00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt17262
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0RICHARD GORGOGLIONE
IRS990/Form990PartVIISectionAGrp/PersonNm1ROBERT J TROELLER
IRS990/Form990PartVIISectionAGrp/PersonNm2ADELE A MCGREAL
IRS990/Form990PartVIISectionAGrp/PersonNm3FRANCIS J BYRNE
IRS990/Form990PartVIISectionAGrp/PersonNm4JOSE A PEREZ
IRS990/Form990PartVIISectionAGrp/PersonNm5ANDREW SAMBERG
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5FORMER TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01969
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-51129
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02984628
IRS990/GrossReceiptsAmt05616500
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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
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IRS990/LoanOutstandingInd00
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IRS990/MissionDesc0THE FUND SHALL BE USED FOR THE EXCLUSIVE PURPOSE OF PROVIDING EITHER ON AN INSURED AND/OR ENTIRELY SELF-INSURED BASIS, HEALTH AND WELFARE BENEFITS WHICH MAY INCLUDE, BUT NOT BE LIMITED TO: LIFE INSURANCE, ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS, DISABILITY BENEFITS AND HOSPITALIZATION, DENTAL BENEFITS, SURGICAL AND MEDICAL BENEFITS FOR ELIGIBLE EMPLOYEES OF THE EMPLOYER AS WELL AS THEIR FAMILIES AND DEPENDENTS, AS MAY BE DETERMINED FROM TIME TO TIME BY THE BOARD OF TRUSTEES WITHIN THE FISCAL MEANS OF THE TRUST FUND AND FOR THE FINANCING OF THE REASONABLE AND NECESSARY EXPENSES OF THE TRUSTEES AND THE OPERATION AND ADMINISTRATION OF THE FUND, IN ACCORDANCE WITH THE AGREEMENT AND DECLARATION OF TRUST, AND IN COMPLIANCE WITH THE APPLICABLE LAWS AND REGULATIONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-51129
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0307856
IRS990/NondeductibleContributionsInd00
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IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0REIMB. OF SHARED SVCS
IRS990/OtherExpensesGrp/TotalAmt064687
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IRS990/PartialLiquidationInd00
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IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02664
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt044116
IRS990/PrincipalOfficerNm0RICHARD GORGOGLIONE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT COBRA CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02437016
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt117353
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02437016
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt117353
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt02552280
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0506614
IRS990/PYOtherExpensesAmt0238879
IRS990/PYOtherRevenueAmt0315
IRS990/PYProgramServiceRevenueAmt02380183
IRS990/PYRevenuesLessExpensesAmt095953
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02791159
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02887112
IRS990/ReconcilationRevenueExpnssAmt0-391097
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt07523636
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt07440395
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0649744
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0412037
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt00
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0177908
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0177908
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt033935
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt033935
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt050081
IRS990ScheduleD/ExpensesSubtotalAmt02921759
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt050081
IRS990ScheduleD/InvestmentExpensesNotIncldAmt050081
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt057300
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt057300
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0307856
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt021137
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt166681
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0UNCLAIMED BENEFIT LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO IUOE LOCAL 891
IRS990ScheduleD/RevenueNotReportedAmt0307856
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt050081
IRS990ScheduleD/RevenueSubtotalAmt02530662
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE FUND ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. EMPLOYEE BENEFIT FUNDS ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS FOR THE FUND. THE FUND ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2020.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt02971840
IRS990ScheduleD/TotalLiabilityAmt087818
IRS990ScheduleD/TotalRevenuePerForm990Amt02580743
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02838518
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02921759
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S BOARD OF TRUSTEES REVIEWS THE FORM 990 PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH TRUSTEE SHALL ANNUALLY SIGN A STATEMENT, WHICH AFFIRMS SUCH PERSON: - HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY. - HAS READ AND UNDERSTANDS THE POLICY. - HAS AGREED TO COMPLY WITH THE POLICY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON RECEIPT OF A PARTICIPANT'S WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 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/BusinessNameLine1Txt0IUOE LOCAL 891 ANNUITY FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1IUOE LOCAL 891 EDUCATION AND TRAINING FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2IUOR LOCAL UNION 891
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0710877527
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1300480358
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2136165509
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0401(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EMPLOYEE BENEFIT PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1EMPLOYEE BENEFIT PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2LABOR ORGANIZATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1PUBLIC CHARITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2N/A
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1BROOKLYN NAVY YARD BLDG 292 SUITE 4
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2BROOKLYN NAVY YARD BLDG 292 SUITE 4
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BROOKLYN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1BROOKLYN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2BROOKLYN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd011205
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd111205
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd211205
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt066681
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt160539
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACTUAL COST ALLOCATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1REIMBURSEMENT FOR COST ALLOCATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0IUOE LOCAL UNION 891
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1IUOE LOCAL UNION 891
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0N
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1P
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt07631362
IRS990/TotalAssetsEOYAmt07574563
IRS990/TotalAssetsGrp/BOYAmt07631362
IRS990/TotalAssetsGrp/EOYAmt07574563
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt02971840
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0107726
IRS990/TotalLiabilitiesEOYAmt0134168
IRS990/TotalLiabilitiesGrp/BOYAmt0107726
IRS990/TotalLiabilitiesGrp/EOYAmt0134168
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07523636
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07440395
IRS990/TotalOtherCompensationAmt07262
IRS990/TotalProgramServiceRevenueAmt02454369
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0126374
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02454369
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02580743
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07631362
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07574563
IRS990/TotReportableCompRltdOrgAmt0124260
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0BROOKLYN NAVY YARD BLDG 292 401
IRS990/USAddress/CityNm0BROOKLYN
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd011205
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD GORGOGLIONE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum07184559731
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCAL 891 IUOE SCHOOL CUSTODIAN AND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOOL CUSTODIAN ENGINEERS WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0LOCA
ReturnHeader/Filer/EIN0133015202
ReturnHeader/Filer/PhoneNum07184559731
ReturnHeader/Filer/USAddress/AddressLine1Txt0BROOKLYN NAVY YARD BLDG 292 401
ReturnHeader/Filer/USAddress/CityNm0BROOKLYN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011205
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0750786316
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEAVER AND TIDWELL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE PENNSYLVANIA PLAZA SUITE 3200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010119
ReturnHeader/PreparerPersonGrp/PhoneNum02126955003
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TED KIRSHENBAUM
ReturnHeader/ReturnTs02024-11-07T13:39:53-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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