Civic Intelligence

Division 726 Funeral Benefit Trust

990EZ • Fiscal year 2013 • EIN 13-3201820

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 30, 2014

40 Yukon AvenueStaten Island, NY 10314

(718) 698-7700

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)9 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)9 • <$500k nonprofits • Source year 2013

Net Margin

20th percentile

-39%

Higher net margin than 20% of similar nonprofits.

2013 filings • 501(c)9 • <$500k nonprofits • Source year 2013

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)9 • <$500k nonprofits • Source year 2013

Asset Growth

41st percentile

-4.0%

Faster asset growth than 41% of similar nonprofits.

2013 filings • 501(c)9 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

41st percentile

-5.7%

Faster revenue growth than 41% of similar nonprofits.

2013 filings • 501(c)9 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Down

$407,398

Down $16,757 (-4.0%) from 2012

Net Assets

Down

$407,398

Down $16,757 (-4.0%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

Down

$43,106

Down $2,622 (-5.7%) from 2012

Expenses

Up

$59,863

Up $34,337 (+135%) from 2012

Net Income

Down

-$16,757

Down $36,959 (-183%) from 2012

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $398,784Net Assets 2010: $398,7842010Assets 2011: $403,953Liabilities 2011: $0Net Assets 2011: $403,9532011Assets 2012: $424,155Liabilities 2012: $0Net Assets 2012: $424,1552012Assets 2013: $407,398Liabilities 2013: $0Net Assets 2013: $407,3982013Assets 2014: $397,446Liabilities 2014: $0Net Assets 2014: $397,4462014Assets 2015: $371,351Liabilities 2015: $0Net Assets 2015: $371,3512015Assets 2016: $350,273Liabilities 2016: $0Net Assets 2016: $350,2732016Assets 2017: $335,820Liabilities 2017: $0Net Assets 2017: $335,8202017Assets 2018: $333,946Liabilities 2018: $0Net Assets 2018: $333,9462018Assets 2019: $302,237Liabilities 2019: $0Net Assets 2019: $302,2372019Assets 2020: $242,787Liabilities 2020: $0Net Assets 2020: $242,7872020Assets 2021: $207,814Liabilities 2021: $0Net Assets 2021: $207,8142021Assets 2022: $184,164Liabilities 2022: $0Net Assets 2022: $184,1642022Assets 2023: $158,328Liabilities 2023: $0Net Assets 2023: $158,3282023Assets 2024: $180,118Liabilities 2024: $0Net Assets 2024: $180,1182024

Highlighted filing

2013

Assets$407,398
Liabilities$0
Net Assets$407,398

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2010: $45,970Expenses 2010: $26,500Net Income 2010: $19,4702010Revenue 2011: $45,669Expenses 2011: $40,500Net Income 2011: $5,1692011Revenue 2012: $45,728Expenses 2012: $25,526Net Income 2012: $20,2022012Revenue 2013: $43,106Expenses 2013: $59,863Net Income 2013: -$16,7572013Revenue 2014: $43,167Expenses 2014: $53,119Net Income 2014: -$9,9522014Revenue 2015: $40,905Expenses 2015: $67,000Net Income 2015: -$26,0952015Revenue 2016: $38,977Expenses 2016: $60,055Net Income 2016: -$21,0782016Revenue 2017: $33,547Expenses 2017: $48,000Net Income 2017: -$14,4532017Revenue 2018: $48,126Expenses 2018: $50,000Net Income 2018: -$1,8742018Revenue 2019: $44,316Expenses 2019: $76,025Net Income 2019: -$31,7092019Revenue 2020: $44,550Expenses 2020: $104,000Net Income 2020: -$59,4502020Revenue 2021: $45,027Expenses 2021: $80,000Net Income 2021: -$34,9732021Revenue 2022: $41,017Expenses 2022: $64,667Net Income 2022: -$23,6502022Revenue 2023: $36,289Expenses 2023: $62,125Net Income 2023: -$25,8362023Revenue 2024: $63,790Expenses 2024: $42,000Net Income 2024: $21,7902024

Highlighted filing

2013

Revenue$43,106
Expenses$59,863
Net Income-$16,757
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 30, 2014
Return Version
2013v3.0
Gross Receipts
$43,106
Mission and Program Overview

Mission

Funeral benefits for union members

Program Services

DescriptionGrantsExpenses
FUNERAL BENEFITS$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS CARNEYTrustee-$0--
DANIEL CASSELLATrustee-$0--
Filing and Contact Details

Filer

EIN
13-3201820
Phone
7186987700

Signing Officer

Name
Thomas Carney
Title
Trustee
Phone
7186987700
Signed
2014-10-30
Discuss with paid preparer
Yes

Preparer

Preparer
Harry White
Phone
2125575666
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: investment income. Amount: 2,242.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: local 726 funeral fund. Amount: 113.

Raw XML Appendix95 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt059750
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10ATU LOCAL 726
IRS990EZ/BooksInCareOfDetail/PhoneNum07186987700
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1040 YUKON AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/City0STATEN ISLAND
IRS990EZ/BooksInCareOfDetail/USAddress/State0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode010314
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0424155
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0407398
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-16757
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0424155
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0407398
IRS990EZ/GrossReceiptsAmt043106
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt02242
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt040864
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0424155
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0407398
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0424155
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0407398
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0THOMAS CARNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DANIEL CASSELLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0113
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0FUNERAL BENEFITS FOR UNION MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNERAL BENEFITS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt059863
IRS990EZ/TotalRevenueAmt043106
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 2,242.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: LOCAL 726 FUNERAL FUND. AMOUNT: 113.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS CARNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07186987700
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine10DIVISION 726 FUNERAL BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DIVI
ReturnHeader/Filer/EIN0133201820
ReturnHeader/Filer/PhoneNum07186987700
ReturnHeader/Filer/USAddress/AddressLine1040 YUKON AVENUE
ReturnHeader/Filer/USAddress/City0STATEN ISLAND
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode010314
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0132688836
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ROGOFF & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10355 LEXINGTON AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0100176603
ReturnHeader/PreparerPersonGrp/PhoneNum02125575666
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HARRY WHITE
ReturnHeader/ReturnTs02014-11-12T09:54:40-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.64$0.42$0.22
2023Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.36$0.62$0.26
2022Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.41$0.65$0.24
2021Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.45$0.80$0.35
2020Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.45$1.04$0.59
2019Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.44$0.76$0.32
2018Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.48$0.50$0.02
2017Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.34$0.48$0.14
2016Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.39$0.60$0.21
2015Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.41$0.67$0.26
2014Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.43$0.53$0.10
2013Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.43$0.60$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.24$0.00$4.24$0.46$0.26$0.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.04$0.00$4.04$0.46$0.41$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.99$3.99$0.46$0.27$0.19