Civic Intelligence

Liuna Local 731 Training Fund

990 • Fiscal year 2023 • EIN 13-3900715

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 20, 2024

Organization Profile
34-11 35th AvenueAstoria, NY 11106

(718) 752-9860

Siviq Scores

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

Liabilities / Assets

26th percentile

0.05x

Higher debt load relative to assets than 26% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

47th percentile

0.27x

Higher debt load relative to revenue than 47% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

77th percentile

20%

Higher net margin than 77% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

89th percentile

$689,916

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 9.2% of source-year revenue.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

67th percentile

13%

Faster asset growth than 67% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

59th percentile

9.6%

Faster revenue growth than 59% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$38,521,411

Up $4,285,639 (+13%) from 2022

Net Assets

Up

$36,476,779

Up $2,870,495 (+8.5%) from 2022

Liabilities

Up

$2,044,632

Up $1,415,144 (+225%) from 2022

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin77th percentile

Revenue

Up

$7,462,554

Up $656,248 (+9.6%) from 2022

Expenses

Up

$6,004,717

Up $669,645 (+13%) from 2022

Net Income

Down

$1,457,837

Down $13,397 (-0.9%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$60M$40M$20M$0Assets 2010: $12,323,152Liabilities 2010: $78,917Net Assets 2010: $12,244,2352010Assets 2011: $14,215,200Liabilities 2011: $48,092Net Assets 2011: $14,167,1082011Assets 2012: $16,331,986Liabilities 2012: $92,870Net Assets 2012: $16,239,1162012Assets 2013: $16,739,494Liabilities 2013: $96,224Net Assets 2013: $16,643,2702013Assets 2014: $17,761,411Liabilities 2014: $109,414Net Assets 2014: $17,651,9972014Assets 2015: $18,304,653Liabilities 2015: $792,373Net Assets 2015: $17,512,2802015Assets 2016: $19,518,281Liabilities 2016: $1,709,401Net Assets 2016: $17,808,8802016Assets 2017: $20,919,462Liabilities 2017: $169,020Net Assets 2017: $20,750,4422017Assets 2018: $23,688,658Liabilities 2018: $294,105Net Assets 2018: $23,394,5532018Assets 2019: $29,159,291Liabilities 2019: $311,670Net Assets 2019: $28,847,6212019Assets 2020: $33,215,001Liabilities 2020: $453,121Net Assets 2020: $32,761,8802020Assets 2021: $35,207,464Liabilities 2021: $35,685Net Assets 2021: $35,171,7792021Assets 2022: $34,235,772Liabilities 2022: $629,488Net Assets 2022: $33,606,2842022Assets 2023: $38,521,411Liabilities 2023: $2,044,632Net Assets 2023: $36,476,7792023Assets 2024: $40,503,312Liabilities 2024: $685,510Net Assets 2024: $39,817,8022024

Highlighted filing

2023

Assets$38,521,411
Liabilities$2,044,632
Net Assets$36,476,779
Open 2023 Filing

Operations Trend

Revenue Growth59th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $2,495,9212010Expenses 2011: $2,496,0332011Expenses 2012: $2,603,6912012Revenue 2013: $4,088,240Expenses 2013: $2,979,404Net Income 2013: $1,108,8362013Revenue 2014: $4,126,673Expenses 2014: $2,707,957Net Income 2014: $1,418,7162014Revenue 2015: $4,431,637Expenses 2015: $3,717,743Net Income 2015: $713,8942015Revenue 2016: $4,280,322Expenses 2016: $4,590,195Net Income 2016: -$309,8732016Revenue 2017: $5,726,273Expenses 2017: $3,069,914Net Income 2017: $2,656,3592017Revenue 2018: $6,933,689Expenses 2018: $3,542,957Net Income 2018: $3,390,7322018Revenue 2019: $7,807,516Expenses 2019: $4,660,763Net Income 2019: $3,146,7532019Revenue 2020: $8,001,596Expenses 2020: $4,243,518Net Income 2020: $3,758,0782020Revenue 2021: $6,900,469Expenses 2021: $5,073,731Net Income 2021: $1,826,7382021Revenue 2022: $6,806,306Expenses 2022: $5,335,072Net Income 2022: $1,471,2342022Revenue 2023: $7,462,554Expenses 2023: $6,004,717Net Income 2023: $1,457,8372023Revenue 2024: $8,083,578Expenses 2024: $5,390,795Net Income 2024: $2,692,7832024

Highlighted filing

2023

Revenue$7,462,554
Expenses$6,004,717
Net Income$1,457,837
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 20, 2024
Return Version
2023v5.0
Gross Receipts
$9,418,422
Mission and Program Overview

Mission

Collectively bargained multi-employer training fund provides training, retraining & education benefits on behalf of employees of contributing employers & dependents of such employees

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$33,606,284$36,476,779▲ $2,870,495
Investments in Publicly Traded Securities$17,032,466$18,865,899▲ $1,833,433
Savings and Temporary Cash Investments$12,730,467$14,818,287▲ $2,087,820
Land, Buildings, and Equipment, Net$2,717,208$2,820,440▲ $103,232
Accounts Receivable$887,110$940,279▲ $53,169
Cash and Non-Interest-Bearing Accounts$286,234$429,652▲ $143,418
Total Assets$34,235,772$38,521,411▲ $4,285,639
Other Assets Total$582,287$646,854▲ $64,567
Liabilities
Accounts Payable and Accrued Expenses$77,807$1,426,444▲ $1,348,637
Other Liabilities$551,681$618,188▲ $66,507
Total Liabilities$629,488$2,044,632▲ $1,415,144
Net Assets / Fund Balance
Total Net Assets Fund Balance$33,606,284$36,476,779▲ $2,870,495
Total Liabilities and Net Assets / Fund Balance$34,235,772$38,521,411▲ $4,285,639

Asset Categories

AssetBook ValueDepreciationBasis
Land$2,316,735-$2,316,735
Other Land Buildings$503,705$876,152$1,379,857
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH D'AMATOFormer Union--$689,916$689,916
CARMINE D'AMATOUnion Truste--$575,468$575,468
Dominic ValdnerUnion Truste--$572,155$572,155
Frank BiancanielloFormer Union--$569,102$569,102
JOSEPH D'AMATOFormer Union Trustee-$228,306$107,157$335,463
CARMINE D'AMATOUnion Trustee-$204,683$105,198$309,881
Dominic ValdnerUnion Trustee-$199,015$105,198$304,013
Frank BiancanielloFormer Union Trustee-$183,830$104,998$289,028
Paul TurckInstructorFT$166,068$104,998$271,066
Timothy MaguireTraining DirectorFT$166,068$104,998$271,066

Board Members and Trustees

NameTitle
Mark RosenEmployer Tru
Robert WesselEmployer Tru
Agustin VazquezInstructor
Davis TorresInstructor
Donald AbrahamInstructor
Edward KleinkeInstructor
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,470,352
Investment Income
$985,583
Other Revenue
$6,619
Change in Net Assets
$1,457,837

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,384,421
Revenue Not Reported on Financial Statements
$78,133
Revenue Not Reported on Form 990
$1,412,658
Total Revenue per Audited Statements
$8,797,079
Total Revenue per Form 990
$7,462,554
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,901,023
Other Expenses$1,872,694
Grants and Similar Amounts Paid$231,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,380,366$257,553-$1,637,919
Pension Plan Contributions$1,187,470$271,939-$1,459,409
Occupancy-$723,024-$723,024
Other Employee Benefits$563,415$123,677-$687,092
Grants to Domestic Individuals$231,000--$231,000
Depreciation Depletion$131,236--$131,236
Payroll Taxes$98,149$18,454-$116,603
Fees for Services Legal-$84,480-$84,480
Fees for Service Investment Mgmnt Fees-$78,133-$78,133
Office Expenses-$63,974-$63,974
Information Technology-$60,690-$60,690
Fees for Services Accounting-$55,296-$55,296
Travel$36,501--$36,501
Insurance-$30,668-$30,668
Fees for Services Other-$13,200-$13,200
Other Expenses$158$464-$158
Total Functional Expenses$4,223,165$1,781,552$0$6,004,717

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,004,717
Expenses per Audited Statements$5,926,584
Total Expenses per Audited Statements$5,926,584
Expenses Not Reported on Financial Statements$78,133
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
Lease Liability - Asc 842$534,821
Due to Related Funds$83,367
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
Yes
Other officer compensation reviewed
Yes
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, Page 6, Part VI, Line 11B

“Form 990 was reviewed by the governing body & discussed with the accountant”

Form 990, Page 6, Part VI, Line 15A

“Compensation is approved by the board of trustees”

Form 990, Page 6, Part VI, Line 15B

“Compensation is approved by the board of trustees”

Form 990, Page 6, Part VI, Line 19

“Organization makes its governing documents and financial statements available to the public upon request”

Filing and Contact Details

Filer

Filer Name
Liuna Local 731 Training Fund
EIN
13-3900715
Phone
7187529860
Address
34-11 35TH AVENUE, ASTORIA, NY 11106

Signing Officer

Name
Dominic Valdner
Title
Union Trustee
Phone
7187529860
Signed
2024-10-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dominic Valdner
Formed
1996
Legal Domicile
Ny
Voting Board Members
4
Independent Board Members
4
Employees
12

Preparer

Firm
Castiglia Llp
Address
134 BURR RD, EAST NORTHPORT, NY 11731
Preparer
Robert V Castiglia CPA
Phone
6314867830
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Collectively bargained multi-employer training fund to provide training,re-training and education benefits on behalf of employees of contributing employers & dependents of such employees”

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IRS990/ReconcilationRevenueExpnssAmt01457837
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0531541
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0871671
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt06476971
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt06329027
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt07356282
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt032690124
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0843410
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IRS990ScheduleA/InvestmentIncomePYPct00.09000
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt035964242
IRS990/ScheduleBRequiredInd0false
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IRS990ScheduleD/ExpensesSubtotalAmt05926584
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt078133
IRS990ScheduleD/InvestmentExpensesNotIncldAmt078133
IRS990ScheduleD/LandGrp/BookValueAmt02316735
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt02316735
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01412658
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IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0876152
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01379857
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0534821
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt183367
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LEASE LIABILITY - ASC 842
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO RELATED FUNDS
IRS990ScheduleD/RevenueNotReportedAmt01412658
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt078133
IRS990ScheduleD/RevenueSubtotalAmt07384421
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02820440
IRS990ScheduleD/TotalExpensesPerForm990Amt06004717
IRS990ScheduleD/TotalLiabilityAmt0618188
IRS990ScheduleD/TotalRevenuePerForm990Amt07462554
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08797079
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05926584
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0231000
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IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount1200
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount2200
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt14311
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt28657
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt450554
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt3151870
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt154444
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt554444
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt026468

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,521,411
Liabilities
$2,044,632
Net assets
$36,476,779
Revenue
$7,462,554
Expenses
$6,004,717
Net income
$1,457,837
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.5$0.69$39.8$8.08$5.39$2.69
2023Detailed filing. Detailed filing data is available for this year.$38.5$2.04$36.5$7.46$6.00$1.46
2022Detailed filing. Detailed filing data is available for this year.$34.2$0.63$33.6$6.81$5.34$1.47
2021Detailed filing. Detailed filing data is available for this year.$35.2$0.04$35.2$6.90$5.07$1.83
2020Detailed filing. Detailed filing data is available for this year.$33.2$0.45$32.8$8.00$4.24$3.76
2019Detailed filing. Detailed filing data is available for this year.$29.2$0.31$28.8$7.81$4.66$3.15
2018Detailed filing. Detailed filing data is available for this year.$23.7$0.29$23.4$6.93$3.54$3.39
2017Detailed filing. Detailed filing data is available for this year.$20.9$0.17$20.8$5.73$3.07$2.66
2016Detailed filing. Detailed filing data is available for this year.$19.5$1.71$17.8$4.28$4.59$0.31
2015Detailed filing. Detailed filing data is available for this year.$18.3$0.79$17.5$4.43$3.72$0.71
2014Detailed filing. Detailed filing data is available for this year.$17.8$0.11$17.7$4.13$2.71$1.42
2013Detailed filing. Detailed filing data is available for this year.$16.7$0.10$16.6$4.09$2.98$1.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.3$0.09$16.2$2.60
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.2$0.05$14.2$2.50
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.3$0.08$12.2$2.50