Civic Intelligence

Teamsters Local 237 Training and Educational Fund

990 • Fiscal year 2017 • EIN 13-3017119

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 09, 2018

216 West 14th StNew York, NY 10011

(212) 924-2000

Siviq Scores

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

Liabilities / Assets

98th percentile

1.71x

Higher debt load relative to assets than 98% of similar nonprofits.

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

Liabilities / Revenue

98th percentile

1.86x

Higher debt load relative to revenue than 98% of similar nonprofits.

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

Net Margin

6th percentile

-25%

Higher net margin than 6% of similar nonprofits.

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

Top Officer Pay

85th percentile

$244,606

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 30.1% of source-year revenue.

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

Asset Growth

14th percentile

-11%

Faster asset growth than 14% of similar nonprofits.

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

Revenue Growth

32nd percentile

-1.0%

Faster revenue growth than 32% of similar nonprofits.

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

Assets

Down

$883,472

Down $104,516 (-11%) from 2016

Net Assets

Down

-$624,668

Down $258,017 (-70%) from 2016

Liabilities

Up

$1,508,140

Up $153,501 (+11%) from 2016

Revenue

Down

$812,905

Down $8,214 (-1.0%) from 2016

Expenses

Up

$1,012,100

Up $205,200 (+25%) from 2016

Net Income

Down

-$199,195

Down $213,414 (-1501%) from 2016

Historical Trend

Balance Sheet Trend

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

$2.0M$1.0M$0-$1.0M-$2.0MAssets 2010: $1,699,488Liabilities 2010: $1,093,112Net Assets 2010: $606,3762010Assets 2011: $1,504,577Liabilities 2011: $1,258,776Net Assets 2011: $245,8012011Assets 2012: $1,276,998Liabilities 2012: $1,445,577Net Assets 2012: -$168,5792012Assets 2013: $1,175,820Liabilities 2013: $956,739Net Assets 2013: $219,0812013Assets 2014: $1,171,709Liabilities 2014: $1,364,644Net Assets 2014: -$192,9352014Assets 2015: $1,031,043Liabilities 2015: $1,283,303Net Assets 2015: -$252,2602015Assets 2016: $987,988Liabilities 2016: $1,354,639Net Assets 2016: -$366,6512016Assets 2017: $883,472Liabilities 2017: $1,508,140Net Assets 2017: -$624,6682017Assets 2018: $851,509Liabilities 2018: $1,629,900Net Assets 2018: -$778,3912018Assets 2019: $736,674Liabilities 2019: $1,616,544Net Assets 2019: -$879,8702019Assets 2020: $760,467Liabilities 2020: $1,760,696Net Assets 2020: -$1,000,2292020Assets 2021: $857,330Liabilities 2021: $1,300,412Net Assets 2021: -$443,0822021Assets 2022: $742,670Liabilities 2022: $1,106,022Net Assets 2022: -$363,3522022Assets 2023: $746,888Liabilities 2023: $1,046,094Net Assets 2023: -$299,2062023Assets 2024: $706,684Liabilities 2024: $759,162Net Assets 2024: -$52,4782024

Highlighted filing

2017

Assets$883,472
Liabilities$1,508,140
Net Assets-$624,668

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $882,4742010Expenses 2011: $1,173,4982011Expenses 2012: $1,355,7482012Revenue 2013: $914,678Expenses 2013: $1,108,115Net Income 2013: -$193,4372013Revenue 2014: $885,824Expenses 2014: $839,847Net Income 2014: $45,9772014Revenue 2015: $850,910Expenses 2015: $979,613Net Income 2015: -$128,7032015Revenue 2016: $821,119Expenses 2016: $806,900Net Income 2016: $14,2192016Revenue 2017: $812,905Expenses 2017: $1,012,100Net Income 2017: -$199,1952017Revenue 2018: $834,970Expenses 2018: $942,724Net Income 2018: -$107,7542018Revenue 2019: $790,111Expenses 2019: $1,009,369Net Income 2019: -$219,2582019Revenue 2020: $783,010Expenses 2020: $880,897Net Income 2020: -$97,8872020Revenue 2021: $808,146Expenses 2021: $802,755Net Income 2021: $5,3912021Revenue 2022: $857,125Expenses 2022: $971,672Net Income 2022: -$114,5472022Revenue 2023: $791,918Expenses 2023: $867,611Net Income 2023: -$75,6932023Revenue 2024: $722,863Expenses 2024: $915,836Net Income 2024: -$192,9732024

Highlighted filing

2017

Revenue$812,905
Expenses$1,012,100
Net Income-$199,195
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 9, 2018
Return Version
2017v2.3
Gross Receipts
$2,383,909
Mission and Program Overview

Mission

To provide training and educational benefits to participants for the purpose of increasing job efficency of participants for job advancement

To provide training and educational benefits to participants

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$302,751$351,980▲ $49,229
Investments in Publicly Traded Securities$367,275$304,536▼ $62,739
Savings and Temporary Cash Investments$198,309$106,225▼ $92,084
Land, Buildings, and Equipment, Net$65,487$50,019▼ $15,468
Cash and Non-Interest-Bearing Accounts$14,587$29,234▲ $14,647
Prepaid Expenses and Deferred Charges$17,711$15,177▼ $2,534
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-366,651$-624,668▼ $258,017
Total Assets$987,988$883,472▼ $104,516
Other Assets Total$21,868$26,301▲ $4,433
Liabilities
Other Liabilities$1,311,782$1,464,739▲ $152,957
Accounts Payable and Accrued Expenses$42,857$43,401▲ $544
Total Liabilities$1,354,639$1,508,140▲ $153,501
Net Assets / Fund Balance
Total Net Assets Fund Balance$-366,651$-624,668▼ $258,017
Total Liabilities and Net Assets / Fund Balance$987,988$883,472▼ $104,516

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$34,636$146,101$180,737
Other Land Buildings$4,300$137,974$142,274
Equipment$11,083$121,229$132,312
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bertha AikenProgram DirectorFT$167,279-$167,279
Ruben TorresTrustee--$130,124$130,124
Edmund KaneTrustee--$101,970$101,970

Board Members and Trustees

NameTitle
Gregory FloydTrustee/chairman
Patricia StrykerTrustee
Richard HendershotTrustee
Robert KissaneController
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$771,292
Investment Income
$4,113
Other Revenue
$37,500
Change in Net Assets
$-199,195

Audited Revenue Reconciliation

Revenue per Audited Statements
$774,779
Revenue Not Reported on Financial Statements
$38,126
Revenue Not Reported on Form 990
$-255
Other Revenue Adjustments
$37,500
Total Revenue per Audited Statements
$774,524
Total Revenue per Form 990
$812,905
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$708,758
Other Expenses$303,342
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$56,720$226,521-$283,241
Current Officers, Directors, Trustees, and Key Employees$50,184$117,095-$167,279
Other Employee Benefits-$155,374-$155,374
Occupancy$5,437$89,096-$94,533
Pension Plan Contributions-$69,549-$69,549
Office Expenses$54,799$13,238-$68,037
Fees for Services Other$65,904--$65,904
Payroll Taxes$6,455$26,860-$33,315
Fees for Services Accounting-$20,389-$20,389
Insurance$1,726$17,064-$18,790
Depreciation Depletion$2,997$12,471-$15,468
Fees for Services Legal-$12,285-$12,285
Conferences and Meetings$1,416$5,894-$7,310
Fees for Service Investment Mgmnt Fees-$626-$626
Total Functional Expenses$245,638$766,462$0$1,012,100

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,012,100
Expenses per Audited Statements$973,974
Total Expenses per Audited Statements$973,974
Expenses Not Reported on Financial Statements$38,126
Other Expense Adjustments$37,500
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
Accumulated Postretirement Benefits, Pension$746,950
Accumulated Postretirement Benefits Other Than Pension$717,789
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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 fund has no committees with authority to act on behalf of the board of trustees.

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

The fund's 990 is prepared by an independent public accountant and is submitted and reviewed with the controller. The controller then reviews it with chairperson of the board of trustees. A copy of the 990 is provided to the board of trustees prior to filing.

Form 990, Part VI, Section C, Line 19

The documents are made available upon request and can be examined at the fund office.

Filing and Contact Details

Filer

Filer Name
Teamsters Local 237 Training & Education
EIN
13-3017119
Phone
2129242000
Address
216 WEST 14TH ST, NEW YORK, NY 10011

Signing Officer

Name
Gregory Floyd
Title
Trustee
Phone
2129242000
Signed
2018-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gregory Floyd
Formed
1979
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
0
Employees
47
Volunteers
0

Preparer

Firm
Novak Francella LLC
Address
ONE PRESIDENTIAL BLVD SUITE 330, BALA CYNWYD, PA 19004
Preparer
Louis Verzella CPA
Phone
6106689400
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Postretirement benefit adjustments -58,567.

FORM 990, PART XII, LINE 2C:

The board of trustees assumes responsibility for oversight of the audit and the selection of the independent auditor. This process has not changed since the prior year.

Financial Statement Notes

PART X, LINE 2:

Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken an uncertain position that, more likely than not, would not be sustained upon examination by the u.s. Federal, state, or local taxing authorities. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Typically, plan tax years will remain open for three years; however, this may differ depending upon the circumstances of the plan.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Reimbursement of training expenses 37,500.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Reimbursement of training expenses reversal 37,500.

Raw XML AppendixShowing 400 of 671 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/BOYAmt042857
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt043401
IRS990/AccountsReceivableGrp/BOYAmt0302751
IRS990/AccountsReceivableGrp/EOYAmt0351980
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE TRAINING AND EDUCATIONAL BENEFITS TO PARTICIPANTS
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0GREGORY FLOYD TRUSTEE CHAIRMAN
IRS990/BooksInCareOfDetail/PhoneNum02129242000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0216 WEST 14TH ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0NEW YORK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd010011
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt014587
IRS990/CashNonInterestBearingGrp/EOYAmt029234
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0117095
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt050184
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0167279
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt05894
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt01416
IRS990/ConferencesMeetingsGrp/TotalAmt07310
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt04113
IRS990/CYOtherExpensesAmt0303342
IRS990/CYOtherRevenueAmt037500
IRS990/CYProgramServiceRevenueAmt0771292
IRS990/CYRevenuesLessExpensesAmt0-199195
IRS990/CYSalariesCompEmpBnftPaidAmt0708758
IRS990/CYTotalExpensesAmt01012100
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0812905
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt012471
IRS990/DepreciationDepletionGrp/ProgramServicesAmt02997
IRS990/DepreciationDepletionGrp/TotalAmt015468
IRS990/Desc0TO PROVIDE TRAINING AND EDUCATIONAL BENEFITS TO PARTICIPANTS FOR THE PURPOSE OF INCREASING JOB EFFICENCY OF PARTICIPANTS FOR JOB ADVANCEMENT
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt047
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0245638
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt020389
IRS990/FeesForServicesAccountingGrp/TotalAmt020389
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt012285
IRS990/FeesForServicesLegalGrp/TotalAmt012285
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt065904
IRS990/FeesForServicesOtherGrp/TotalAmt065904
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0626
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0626
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt61.00
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/AverageHoursPerWeekRt640.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt011771
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt112154
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt27434
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt32234
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt42234
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt523767
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0GREGORY FLOYD
IRS990/Form990PartVIISectionAGrp/PersonNm1RICHARD HENDERSHOT
IRS990/Form990PartVIISectionAGrp/PersonNm2RUBEN TORRES
IRS990/Form990PartVIISectionAGrp/PersonNm3PATRICIA STRYKER
IRS990/Form990PartVIISectionAGrp/PersonNm4EDMUND KANE
IRS990/Form990PartVIISectionAGrp/PersonNm5ROBERT KISSANE
IRS990/Form990PartVIISectionAGrp/PersonNm6BERTHA AIKEN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6167279
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0230253
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1232452
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2122690
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3191029
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt499736
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5165322
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE/CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5CONTROLLER
IRS990/Form990PartVIISectionAGrp/TitleTxt6PROGRAM DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01979
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-36
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01570968
IRS990/GrossReceiptsAmt02383909
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt017064
IRS990/InsuranceGrp/ProgramServicesAmt01726
IRS990/InsuranceGrp/TotalAmt018790
IRS990/InvestmentIncomeGrp/ExclusionAmt04149
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04149
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0367275
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0304536
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0405304
IRS990/LandBldgEquipBasisNetGrp/BOYAmt065487
IRS990/LandBldgEquipBasisNetGrp/EOYAmt050019
IRS990/LandBldgEquipCostOrOtherBssAmt0455323
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01571004
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE TRAINING AND EDUCATIONAL BENEFITS TO PARTICIPANTS FOR THE PURPOSE OF INCREASING JOB EFFICENCY OF PARTICIPANTS FOR JOB ADVANCEMENT
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0-366651
IRS990/NetAssetsOrFundBalancesEOYAmt0-624668
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-36
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-36
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-255
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt089096
IRS990/OccupancyGrp/ProgramServicesAmt05437
IRS990/OccupancyGrp/TotalAmt094533
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt013238
IRS990/OfficeExpensesGrp/ProgramServicesAmt054799
IRS990/OfficeExpensesGrp/TotalAmt068037
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt021868
IRS990/OtherAssetsTotalGrp/EOYAmt026301
IRS990/OtherChangesInNetAssetsAmt0-58567
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0155374
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0155374
IRS990/OtherLiabilitiesGrp/BOYAmt01311782
IRS990/OtherLiabilitiesGrp/EOYAmt01464739
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0REIMBURSEMENT OF TRAINING EXPENSE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt037500
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt037500
IRS990/OtherRevenueTotalAmt037500
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0226521
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt056720
IRS990/OtherSalariesAndWagesGrp/TotalAmt0283241
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt026860
IRS990/PayrollTaxesGrp/ProgramServicesAmt06455
IRS990/PayrollTaxesGrp/TotalAmt033315
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt069549
IRS990/PensionPlanContributionsGrp/TotalAmt069549
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt017711
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt015177
IRS990/PrincipalOfficerNm0GREGORY FLOYD
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTION
IRS990/ProgramServiceRevenueGrp/Desc1LOCAL 237 CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0448139
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1323153
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0448139
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1323153
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02822
IRS990/PYOtherExpensesAmt0293018
IRS990/PYOtherRevenueAmt054737
IRS990/PYProgramServiceRevenueAmt0763560
IRS990/PYRevenuesLessExpensesAmt014219
IRS990/PYSalariesCompEmpBnftPaidAmt0513882
IRS990/PYTotalExpensesAmt0806900
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0821119
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-199195
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0808756
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-366651
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-624668
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0198309
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0106225
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt011083
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0121229
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0132312
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt038126
IRS990ScheduleD/ExpensesSubtotalAmt0973974
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0626
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0626
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt034636
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0146101
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0180737
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-255
IRS990ScheduleD/OtherExpensesNotIncludedAmt037500
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04300
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0137974
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0142274
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0746950
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1717789
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCUMULATED POSTRETIREMENT BENEFITS, PENSION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCUMULATED POSTRETIREMENT BENEFITS OTHER THAN PENSION
IRS990ScheduleD/OtherRevenuesNotIncludedAmt037500
IRS990ScheduleD/RevenueNotReportedAmt0-255
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt038126
IRS990ScheduleD/RevenueSubtotalAmt0774779
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, PLAN TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE PLAN.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1REIMBURSEMENT OF TRAINING EXPENSES 37,500.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2REIMBURSEMENT OF TRAINING EXPENSES REVERSAL 37,500.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt050019
IRS990ScheduleD/TotalExpensesPerForm990Amt01012100
IRS990ScheduleD/TotalLiabilityAmt01464739
IRS990ScheduleD/TotalRevenuePerForm990Amt0812905
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0774524
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0973974
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/PlcyPblczdViaBroadcastMediaInd00
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd00
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION REGULARLY PROMOTES ATTENDANCE FOR ITS EDUCATIONAL PROGRAMS TO ALL UNION MEMEBERS THROUGH THE UNION NEWSPAPER AND OTHER PUBLISHED FORMS OF COMMUNICATION.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1N/A
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt4167279
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0230253
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1232452
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2191029
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3165322
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt011771
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt19920
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt12234
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt22234
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt323767
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0GREGORY FLOYD

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.76$0.05$0.72$0.92$0.19
2023Detailed filing. Detailed filing data is available for this year.$0.75$1.05$0.30$0.79$0.87$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.74$1.11$0.36$0.86$0.97$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.86$1.30$0.44$0.81$0.80$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.76$1.76$1.00$0.78$0.88$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.74$1.62$0.88$0.79$1.01$0.22
2018Detailed filing. Detailed filing data is available for this year.$0.85$1.63$0.78$0.83$0.94$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.88$1.51$0.62$0.81$1.01$0.20
2016Detailed filing. Detailed filing data is available for this year.$0.99$1.35$0.37$0.82$0.81$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.03$1.28$0.25$0.85$0.98$0.13
2014Detailed filing. Detailed filing data is available for this year.$1.17$1.36$0.19$0.89$0.84$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.18$0.96$0.22$0.91$1.11$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$1.45$0.17$1.36
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.50$1.26$0.25$1.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.70$1.09$0.61$0.88