Civic Intelligence

Ibew Local 363 Labor Management Cooperative Fund

990EZ • Fiscal year 2016 • EIN 13-3800212

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

67 Commerce Drive SouthHarriman, NY 10926

(845) 783-3500

Siviq Scores

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

Liabilities / Assets

76th percentile

0.03x

Higher debt load relative to assets than 76% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

72nd percentile

0.02x

Higher debt load relative to revenue than 72% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Net Margin

74th percentile

14%

Higher net margin than 74% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Asset Growth

88th percentile

30%

Faster asset growth than 88% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

81st percentile

14%

Faster revenue growth than 81% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$40,584

Up $9,284 (+30%) from 2015

Net Assets

Up

$39,484

Up $9,284 (+31%) from 2015

Liabilities

Flat

$1,100

Flat from 2015

Revenue

Up

$68,210

Up $8,127 (+14%) from 2015

Expenses

Down

$58,926

Down $7,930 (-12%) from 2015

Net Income

Up

$9,284

Up $16,057 (+237%) from 2015

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0-$50KAssets 2010: $65,210Liabilities 2010: $1,750Net Assets 2010: $63,4602010Assets 2011: $84,917Liabilities 2011: $5,883Net Assets 2011: $79,0342011Assets 2012: $55,455Liabilities 2012: $1,100Net Assets 2012: $54,3552012Assets 2013: $42,033Liabilities 2013: $5,663Net Assets 2013: $36,3702013Assets 2014: $38,073Liabilities 2014: $1,100Net Assets 2014: $36,9732014Assets 2015: $31,300Liabilities 2015: $1,100Net Assets 2015: $30,2002015Assets 2016: $40,584Liabilities 2016: $1,100Net Assets 2016: $39,4842016Assets 2017: $124,804Liabilities 2017: $1,100Net Assets 2017: $123,7042017Assets 2018: $130,181Liabilities 2018: $1,100Net Assets 2018: $129,0812018Assets 2019: $144,942Liabilities 2019: $1,100Net Assets 2019: $143,8422019Assets 2020: $117,109Liabilities 2020: $10,160Net Assets 2020: $106,9492020Assets 2021: $78,988Liabilities 2021: $15,802Net Assets 2021: $63,1862021Assets 2022: $16,122Liabilities 2022: $18,799Net Assets 2022: -$2,6772022Assets 2023: $8,795Liabilities 2023: $11,752Net Assets 2023: -$2,9572023Assets 2024: $6,721Liabilities 2024: $14,703Net Assets 2024: -$7,9822024

Highlighted filing

2016

Assets$40,584
Liabilities$1,100
Net Assets$39,484

Operations Trend

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

$200K$100K$0-$100KRevenue 2010: $56,310Expenses 2010: $42,512Net Income 2010: $13,7982010Revenue 2011: $53,113Expenses 2011: $37,539Net Income 2011: $15,5742011Revenue 2012: $44,974Expenses 2012: $69,653Net Income 2012: -$24,6792012Revenue 2013: $55,900Expenses 2013: $73,885Net Income 2013: -$17,9852013Revenue 2014: $55,092Expenses 2014: $54,489Net Income 2014: $6032014Revenue 2015: $60,083Expenses 2015: $66,856Net Income 2015: -$6,7732015Revenue 2016: $68,210Expenses 2016: $58,926Net Income 2016: $9,2842016Revenue 2017: $147,576Expenses 2017: $63,356Net Income 2017: $84,2202017Revenue 2018: $68,165Expenses 2018: $62,788Net Income 2018: $5,3772018Revenue 2019: $93,964Expenses 2019: $79,203Net Income 2019: $14,7612019Revenue 2020: $37,384Expenses 2020: $74,277Net Income 2020: -$36,8932020Revenue 2021: $30,814Expenses 2021: $74,577Net Income 2021: -$43,7632021Revenue 2022: $17,934Expenses 2022: $83,797Net Income 2022: -$65,8632022Revenue 2023: $21,376Expenses 2023: $21,656Net Income 2023: -$2802023Revenue 2024: $150Expenses 2024: $5,175Net Income 2024: -$5,0252024

Highlighted filing

2016

Revenue$68,210
Expenses$58,926
Net Income$9,284
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$68,210
Mission and Program Overview

Mission

To provide educational & promotional services on behalf of the electrical industry for union members & management.

Program Services

DescriptionGrantsExpenses
TO PROVIDE EDUCATIONAL & PROMOTIONAL SERVICES ON BEHALF OF THE ELECTRICAL INDUSTRY FOR UNION MEMBERS & MANAGEMENT.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAMUEL FRATTO IIIUnion Trustee-$0--
CRAIG JACOBSUnion Trustee-$0--
JAMES JOHANNEMANNEmployer-$0--
JOSEPH DELEONARDISEmployer-$0--
JEFFREY SEIDELEmployer-$0--
STEPHEN NEUGEBAUERUnion Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Ibew Local 363 Labor Management
EIN
13-3800212
Phone
8457833500
Address
67 COMMERCE DRIVE SOUTH, HARRIMAN, NY 10926

Signing Officer

Name
Pamela Brown
Title
Plan Administrator
Phone
8457833500
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Mspc Cpas & Advisors Pc
Address
340 NORTH AVENUE EAST, CRANFORD, NJ 07016-2496
Preparer
Jon S Gagliardi
Phone
9082727000
Supplemental Narrative

Additional Explanations

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

Description: interest income. Amount: 79.

Form 990-ez, Part I, Line 14

Description: depreciation. Amount: 76. Description: other expenses. Amount: 10,166. Total to form 990-ez, line 14: 10,242.

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

Description: administrative expense. Amount: 19,815. Description: office expense. Amount: 4,751. Description: other expense. Amount: 1,916. Description: dues and subscriptions. Amount: 3,000. Description: contributions to state-wide organization. Amount: 13,452. Total to form 990-ez, line 16: 42,934.

Form 990-ez, Part II, Line 24 - Other Assets

Description: employer contributions receivable. Beg. Of year amount: 9,285. End of year amount: 11,893. Description: other depreciable assets. Beg. Of year amount: 131. End of year amount: 55.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accrued expenses. Beg. Of year amount: 1,100. End of year amount: 1,100.

Raw XML Appendix138 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/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0IBEW #363 LMC FUND
IRS990EZ/BooksInCareOfDetail/PhoneNum08457833500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt067 COMMERCE DRIVE SOUTH
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HARRIMAN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd010926
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021884
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028636
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt09284
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05750
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt031300
IRS990EZ/Form990TotalAssetsGrp/EOYAmt040584
IRS990EZ/GrossReceiptsAmt068210
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt079
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030200
IRS990EZ/NetAssetsOrFundBalancesEOYAmt039484
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030200
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt039484
IRS990EZ/OccupancyRentUtltsAndMaintAmt010242
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SAMUEL FRATTO III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CRAIG JACOBS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAMES JOHANNEMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOSEPH DELEONARDIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JEFFREY SEIDEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5STEPHEN NEUGEBAUER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0UNION TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1UNION TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2EMPLOYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EMPLOYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4EMPLOYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5UNION TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt09416
IRS990EZ/OtherAssetsTotalDetail/EOYAmt011948
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt042934
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE EDUCATIONAL & PROMOTIONAL SERVICES ON BEHALF OF THE ELECTRICAL INDUSTRY FOR UNION MEMBERS & MANAGEMENT.
IRS990EZ/ProgramServiceRevenueAmt068131
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE EDUCATIONAL & PROMOTIONAL SERVICES ON BEHALF OF THE ELECTRICAL INDUSTRY FOR UNION MEMBERS & MANAGEMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01100
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01100
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt058926
IRS990EZ/TotalRevenueAmt068210
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0WWW.IBEWLU363.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 79.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DEPRECIATION. AMOUNT: 76. DESCRIPTION: OTHER EXPENSES. AMOUNT: 10,166. TOTAL TO FORM 990-EZ, LINE 14: 10,242.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ADMINISTRATIVE EXPENSE. AMOUNT: 19,815. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 4,751. DESCRIPTION: OTHER EXPENSE. AMOUNT: 1,916. DESCRIPTION: DUES AND SUBSCRIPTIONS. AMOUNT: 3,000. DESCRIPTION: CONTRIBUTIONS TO STATE-WIDE ORGANIZATION. AMOUNT: 13,452. TOTAL TO FORM 990-EZ, LINE 16: 42,934.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: EMPLOYER CONTRIBUTIONS RECEIVABLE. BEG. OF YEAR AMOUNT: 9,285. END OF YEAR AMOUNT: 11,893. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 131. END OF YEAR AMOUNT: 55.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 1,100. END OF YEAR AMOUNT: 1,100.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAMELA BROWN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PLAN ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08457833500
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IBEW LOCAL 363 LABOR MANAGEMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0COOPERATIVE FUND
ReturnHeader/Filer/BusinessNameControlTxt0IBEW
ReturnHeader/Filer/EIN0133800212
ReturnHeader/Filer/PhoneNum08457833500
ReturnHeader/Filer/USAddress/AddressLine1Txt067 COMMERCE DRIVE SOUTH
ReturnHeader/Filer/USAddress/CityNm0HARRIMAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010926
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId056F2AEEE1F28AF497684F88BA8A2FAC6473D96D0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0923F72C4830593025EC76E2073083080779A7B13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0107.0.40.162
ReturnHeader/FilingSecurityInformation/IPDt02017-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm012:22:51
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0222951202
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MSPC CPAS & ADVISORS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0340 NORTH AVENUE EAST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CRANFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0070162496
ReturnHeader/PreparerPersonGrp/PhoneNum09082727000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JON S GAGLIARDI
ReturnHeader/ReturnTs02017-11-14T12:22:59-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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.$0.07$0.15$0.08$0.00$0.05$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.09$0.12$0.03$0.21$0.22$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.16$0.19$0.03$0.18$0.84$0.66
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.16$0.63$0.31$0.75$0.44
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.17$0.10$1.07$0.37$0.74$0.37
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.01$1.44$0.94$0.79$0.15
2018Detailed filing. Detailed filing data is available for this year.$1.30$0.01$1.29$0.68$0.63$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.01$1.24$1.48$0.63$0.84
2016Detailed filing. Detailed filing data is available for this year.$0.41$0.01$0.39$0.68$0.59$0.09
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.01$0.30$0.60$0.67$0.07
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.38$0.01$0.37$0.55$0.54$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.42$0.06$0.36$0.56$0.74$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.55$0.01$0.54$0.45$0.70$0.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.06$0.79$0.53$0.38$0.16
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.02$0.63$0.56$0.43$0.14
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)5 • <$500k nonprofits