Civic Intelligence

Ibew Local Union 363 Joint Apprentice Training Fund

990 • Fiscal year 2017 • EIN 13-6132505

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 06, 2018

Organization ProfileWWW.IBEWLU363.ORG

View Organization Page

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

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

8th percentile

0.01x

Higher debt load relative to revenue than 8% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

88th percentile

41%

Higher net margin than 88% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

57th percentile

$195,861

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 7.9% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

76th percentile

14%

Faster asset growth than 76% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

85th percentile

42%

Faster revenue growth than 85% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$12,190,198

Up $1,468,393 (+14%) from 2016

Net Assets

Up

$12,161,691

Up $1,466,268 (+14%) from 2016

Liabilities

Up

$28,507

Up $2,125 (+8.1%) from 2016

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin88th percentile

Revenue

Up

$2,492,926

Up $735,519 (+42%) from 2016

Expenses

Up

$1,462,524

Up $98,991 (+7.3%) from 2016

Net Income

Up

$1,030,402

Up $636,528 (+162%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$15M$10M$5.0M$0Assets 2010: $9,461,465Liabilities 2010: $18,248Net Assets 2010: $9,443,2172010Assets 2011: $9,302,615Liabilities 2011: $100,521Net Assets 2011: $9,202,0942011Assets 2012: $9,471,258Liabilities 2012: $37,359Net Assets 2012: $9,433,8992012Assets 2013: $9,730,298Liabilities 2013: $33,021Net Assets 2013: $9,697,2772013Assets 2014: $9,967,441Liabilities 2014: $45,470Net Assets 2014: $9,921,9712014Assets 2015: $10,054,742Liabilities 2015: $35,672Net Assets 2015: $10,019,0702015Assets 2016: $10,721,805Liabilities 2016: $26,382Net Assets 2016: $10,695,4232016Assets 2017: $12,190,198Liabilities 2017: $28,507Net Assets 2017: $12,161,6912017Assets 2018: $11,797,129Liabilities 2018: $23,405Net Assets 2018: $11,773,7242018Assets 2019: $13,153,846Liabilities 2019: $450,212Net Assets 2019: $12,703,6342019Assets 2020: $11,622,628Liabilities 2020: $28,951Net Assets 2020: $11,593,6772020Assets 2021: $8,336,166Liabilities 2021: $111,903Net Assets 2021: $8,224,2632021Assets 2022: $6,915,292Liabilities 2022: $67,358Net Assets 2022: $6,847,9342022Assets 2023: $7,551,346Liabilities 2023: $23,460Net Assets 2023: $7,527,8862023Assets 2024: $8,445,619Liabilities 2024: $61,650Net Assets 2024: $8,383,9692024

Highlighted filing

2017

Assets$12,190,198
Liabilities$28,507
Net Assets$12,161,691
Open 2017 Filing

Operations Trend

Revenue Growth85th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,446,0572010Expenses 2011: $1,594,2572011Expenses 2012: $1,280,6442012Revenue 2013: $1,534,264Expenses 2013: $1,276,495Net Income 2013: $257,7692013Revenue 2014: $1,516,834Expenses 2014: $1,268,958Net Income 2014: $247,8762014Revenue 2015: $1,606,115Expenses 2015: $1,343,465Net Income 2015: $262,6502015Revenue 2016: $1,757,407Expenses 2016: $1,363,533Net Income 2016: $393,8742016Revenue 2017: $2,492,926Expenses 2017: $1,462,524Net Income 2017: $1,030,4022017Revenue 2018: $1,761,490Expenses 2018: $1,530,787Net Income 2018: $230,7032018Revenue 2019: $1,913,008Expenses 2019: $1,639,692Net Income 2019: $273,3162019Revenue 2020: $1,139,037Expenses 2020: $1,585,679Net Income 2020: -$446,6422020Revenue 2021: $1,271,234Expenses 2021: $1,598,787Net Income 2021: -$327,5532021Revenue 2022: $984,836Expenses 2022: $1,491,247Net Income 2022: -$506,4112022Revenue 2023: $2,026,641Expenses 2023: $1,457,296Net Income 2023: $569,3452023Revenue 2024: $2,181,609Expenses 2024: $1,463,735Net Income 2024: $717,8742024

Highlighted filing

2017

Revenue$2,492,926
Expenses$1,462,524
Net Income$1,030,402
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 6, 2018
Return Version
2017v2.3
Gross Receipts
$4,051,365
Mission and Program Overview

Mission

To provide training of apprentices & members.

Training of apprentices & members

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$10,695,423$12,161,691▲ $1,466,268
Investments in Publicly Traded Securities$4,482,031$5,733,788▲ $1,251,757
Investments Other Securities$3,200,469$3,271,115▲ $70,646
Other Notes and Loans Receivable, Net$1,206,661$1,123,298▼ $83,363
Cash and Non-Interest-Bearing Accounts$889,353$1,025,423▲ $136,070
Accounts Receivable$260,486$300,706▲ $40,220
Savings and Temporary Cash Investments$156,982$194,884▲ $37,902
Land, Buildings, and Equipment, Net$86,291$99,311▲ $13,020
Prepaid Expenses and Deferred Charges$2,522$2,555▲ $33
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$10,721,805$12,190,198▲ $1,468,393
Other Assets Total$437,010$439,118▲ $2,108
Liabilities
Other Liabilities$21,217$22,385▲ $1,168
Accounts Payable and Accrued Expenses$5,165$6,122▲ $957
Total Liabilities$26,382$28,507▲ $2,125
Net Assets / Fund Balance
Total Net Assets Fund Balance$10,695,423$12,161,691▲ $1,466,268
Total Liabilities and Net Assets / Fund Balance$10,721,805$12,190,198▲ $1,468,393

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$99,311$315,656$414,967
Other Securities$3,271,115--
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gil HeimUnion Trustee--$139,653$139,653
Craig JacobsDirector of EducationFT$117,965-$117,965
Pamela BrownPlan Administrator--$107,258$107,258
Ken SuttonUnion Trustee--$200$200

Board Members and Trustees

NameTitle
Harry Rotolo IiiEmployer Trustee
James JohannemannEmployer Trustee
Jeffrey SeidelEmployer Trustee
Joseph DeleonardisEmployer Trustee
Robert KaehlerEmployer Trustee
Robert MetzEmployer Trustee
John SchlottUnion Trustee
Mike DiviestiUnion Trustee
Mike SchusterUnion Trustee
Samuel FrattoUnion Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,118,758
Investment Income
$335,113
Other Revenue
$39,055
Change in Net Assets
$1,030,402

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,439,935
Revenue Not Reported on Financial Statements
$52,991
Revenue Not Reported on Form 990
$435,866
Other Revenue Adjustments
$30,044
Total Revenue per Audited Statements
$2,875,801
Total Revenue per Form 990
$2,492,926
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$917,800
Salaries, Compensation, and Employee Benefits$544,724
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$328,746--$328,746
Other Salaries and Wages$231,129--$231,129
Other Employee Benefits$195,630--$195,630
Current Officers, Directors, Trustees, and Key Employees$117,965--$117,965
Conferences and Meetings-$55,962-$55,962
Fees for Services Accounting-$27,244-$27,244
Office Expenses-$25,753-$25,753
Fees for Service Investment Mgmnt Fees-$22,947-$22,947
Other Expenses$53,164$18,383-$18,383
Depreciation Depletion$18,253--$18,253
All Other Expenses$360$15,721-$16,081
Insurance-$13,543-$13,543
Fees for Services Legal-$2,750-$2,750
Total Functional Expenses$1,109,429$353,095$0$1,462,524

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,462,524
Expenses per Audited Statements$1,439,577
Total Expenses per Audited Statements$1,409,533
Expenses Not Reported on Financial Statements$22,947
Expenses Not Reported on Form 990$-30,044
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
Note Payable$14,424
Due to Broker$7,961
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The organization is provided with a client copy of the return prior to filing for review purposes.”

Form 990, Part VI, Section C, Line 19

“The organization provides governing documents, policies and financial statements to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Trusteesibew Local 363 Joint
EIN
13-6132505
Phone
8457833500
Address
67 COMMERCE DRIVE SOUTH, HARRIMAN, NY 10926

Signing Officer

Name
Pamela Brown
Title
Plan Administrator
Phone
8457833500
Signed
2018-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pamela Brown
Formed
1966
Legal Domicile
Ny
Voting Board Members
12
Independent Board Members
10
Employees
20
Volunteers
0

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, PART XI, LINE 2C:

“The board of trustee is responsible for the oversight of the audit of the financial statements.”

Financial Statement Notes

PART X, LINE 2:

“The trust established under the plan to hold the plan's assets is intended to qualify pursuant to section 501(c)(3) of the internal revenue code ("irc"), and, accordingly, the trust's net investment income is exempt from income taxes. The plan has obtained a favorable tax determination letter from the internal revenue service and believes that the trust, as amended, continues to qualify and to operate in accordance with applicable provisions of the irc. 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 (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. Plan management has analyzed the tax positions taken by the plan, and has concluded that as of december 31,2017, 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. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Reimbursement for grants 30,044.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Reimbursement for grants -30,044.”

Raw XML AppendixShowing 400 of 640 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/BOYAmt05165
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt06122
IRS990/AccountsReceivableGrp/BOYAmt0260486
IRS990/AccountsReceivableGrp/EOYAmt0300706
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TRAINING OF APPRENTICES & MEMBERS
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt015721
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0360
IRS990/AllOtherExpensesGrp/TotalAmt016081
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0IBEW #363 APPRENTICESHIP TRAINING FUND
IRS990/BooksInCareOfDetail/PhoneNum08457833500
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt067 COMMERCE DRIVE SOUTH
IRS990/BooksInCareOfDetail/USAddress/CityNm0HARRIMAN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd010926
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0889353
IRS990/CashNonInterestBearingGrp/EOYAmt01025423
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0117965
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0117965
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt055962
IRS990/ConferencesMeetingsGrp/TotalAmt055962
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0335113
IRS990/CYOtherExpensesAmt0917800
IRS990/CYOtherRevenueAmt039055
IRS990/CYProgramServiceRevenueAmt02118758
IRS990/CYRevenuesLessExpensesAmt01030402
IRS990/CYSalariesCompEmpBnftPaidAmt0544724
IRS990/CYTotalExpensesAmt01462524
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02492926
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt018253
IRS990/DepreciationDepletionGrp/TotalAmt018253
IRS990/Desc0TO PROVIDE TRAINING OF APPRENTICES & MEMBERS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt020
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01109429
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt027244
IRS990/FeesForServicesAccountingGrp/TotalAmt027244
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt02750
IRS990/FeesForServicesLegalGrp/TotalAmt02750
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt022947
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt022947
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt039.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt139.00
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/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt018648
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt112387
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0GIL HEIM
IRS990/Form990PartVIISectionAGrp/PersonNm1SAMUEL FRATTO
IRS990/Form990PartVIISectionAGrp/PersonNm2KEN SUTTON
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN SCHLOTT
IRS990/Form990PartVIISectionAGrp/PersonNm4MIKE SCHUSTER
IRS990/Form990PartVIISectionAGrp/PersonNm5MIKE DIVIESTI
IRS990/Form990PartVIISectionAGrp/PersonNm6JOSEPH DELEONARDIS
IRS990/Form990PartVIISectionAGrp/PersonNm7ROBERT KAEHLER
IRS990/Form990PartVIISectionAGrp/PersonNm8JAMES JOHANNEMANN
IRS990/Form990PartVIISectionAGrp/PersonNm9HARRY ROTOLO III
IRS990/Form990PartVIISectionAGrp/PersonNm10ROBERT METZ
IRS990/Form990PartVIISectionAGrp/PersonNm11JEFFREY SEIDEL
IRS990/Form990PartVIISectionAGrp/PersonNm12PAMELA BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm13CRAIG JACOBS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13117965
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0121005
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1183474
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt12107258
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12PLAN ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR OF EDUCATION
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01966
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0166223
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01724662
IRS990/GrossReceiptsAmt04051365
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt013543
IRS990/InsuranceGrp/TotalAmt013543
IRS990/InvestmentIncomeGrp/ExclusionAmt0168890
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0168890
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt03200469
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03271115
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04482031
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05733788
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0315656
IRS990/LandBldgEquipBasisNetGrp/BOYAmt086291
IRS990/LandBldgEquipBasisNetGrp/EOYAmt099311
IRS990/LandBldgEquipCostOrOtherBssAmt0414967
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01558439
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE TRAINING OF APPRENTICES & MEMBERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt010695423
IRS990/NetAssetsOrFundBalancesEOYAmt012161691
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0166223
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0166223
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0435866
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0328746
IRS990/OccupancyGrp/TotalAmt0328746
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt025753
IRS990/OfficeExpensesGrp/TotalAmt025753
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0437010
IRS990/OtherAssetsTotalGrp/EOYAmt0439118
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0195630
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0195630
IRS990/OtherExpensesGrp/Desc0ADMIN. & SECRETARIAL EX
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2EDUCATION MATERIALS, TR
IRS990/OtherExpensesGrp/Desc3PROGRAMMING EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0170792
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt118383
IRS990/OtherExpensesGrp/ProgramServicesAmt0164182
IRS990/OtherExpensesGrp/ProgramServicesAmt153164
IRS990/OtherExpensesGrp/TotalAmt0170792
IRS990/OtherExpensesGrp/TotalAmt1164182
IRS990/OtherExpensesGrp/TotalAmt253164
IRS990/OtherExpensesGrp/TotalAmt318383
IRS990/OtherLiabilitiesGrp/BOYAmt021217
IRS990/OtherLiabilitiesGrp/EOYAmt022385
IRS990/OtherRevenueMiscGrp/BusinessCd0611710
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0GRANTS
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt030044
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt19011
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt030044
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt19011
IRS990/OtherRevenueTotalAmt039055
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0231129
IRS990/OtherSalariesAndWagesGrp/TotalAmt0231129
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt01206661
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt01123298
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02522
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02555
IRS990/PrincipalOfficerNm0PAMELA BROWN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/Desc0CONTRACTOR CONTRIBUTION
IRS990/ProgramServiceRevenueGrp/Desc1TUITION,BOOKS & MAT.
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02105859
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt112899
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02105859
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt112899
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0257157
IRS990/PYOtherExpensesAmt0772174
IRS990/PYOtherRevenueAmt044314
IRS990/PYProgramServiceRevenueAmt01455936
IRS990/PYRevenuesLessExpensesAmt0393874
IRS990/PYSalariesCompEmpBnftPaidAmt0591359
IRS990/PYTotalExpensesAmt01363533
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01757407
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01030402
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02324036
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt010695423
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt012161691
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0156982
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0194884
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02105859
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01446173
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01257683
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01135721
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01122676
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07068112
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0168890
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0162296
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0167283
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0170240
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0178070
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0846779
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt012899
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt09763
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt08964
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt06035
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt07574
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt045235
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0168890
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0162296
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0167283
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0170240
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0178070
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0846779
IRS990ScheduleA/InvestmentIncomeCYPct00.09370
IRS990ScheduleA/InvestmentIncomePYPct00.10840
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0444877
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0290449
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0-12973
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0133624
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0217194
IRS990ScheduleA/OtherIncome509Grp/TotalAmt01073171
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.78750
IRS990ScheduleA/PublicSupportPY509Pct00.75660
IRS990ScheduleA/PublicSupportTotal509Amt07113347
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02118758
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01455936
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01266647
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01141756
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01130250
IRS990ScheduleA/Total509Grp/TotalAmt07113347
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02732525
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01908681
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01420957
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01445620
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01525514
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt09033297
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt099311
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0315656
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0414967
IRS990ScheduleD/ExpensesNotReportedAmt0-30044
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt022947
IRS990ScheduleD/ExpensesSubtotalAmt01439577
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt022947
IRS990ScheduleD/InvestmentExpensesNotIncldAmt022947
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0435866
IRS990ScheduleD/OtherExpensesIncludedAmt0-30044
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt014424
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt17961
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0NOTE PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO BROKER
IRS990ScheduleD/OtherRevenuesNotIncludedAmt030044
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt03271115
IRS990ScheduleD/OtherSecuritiesGrp/Desc0COPORATE STOCK - RELATED PARTY
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0435866
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt052991
IRS990ScheduleD/RevenueSubtotalAmt02439935
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC"), AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE PLAN HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE AND BELIEVES THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. 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 (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. PLAN MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31,2017, 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. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1REIMBURSEMENT FOR GRANTS 30,044.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,190,198
Liabilities
$28,507
Net assets
$12,161,691
Revenue
$2,492,926
Expenses
$1,462,524
Net income
$1,030,402
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.45$0.06$8.38$2.18$1.46$0.72
2023Detailed filing. Detailed filing data is available for this year.$7.55$0.02$7.53$2.03$1.46$0.57
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.92$0.07$6.85$0.98$1.49$0.51
2021Detailed filing. Detailed filing data is available for this year.$8.34$0.11$8.22$1.27$1.60$0.33
2020Detailed filing. Detailed filing data is available for this year.$11.6$0.03$11.6$1.14$1.59$0.45
2019Detailed filing. Detailed filing data is available for this year.$13.2$0.45$12.7$1.91$1.64$0.27
2018Detailed filing. Detailed filing data is available for this year.$11.8$0.02$11.8$1.76$1.53$0.23
2017Detailed filing. Detailed filing data is available for this year.$12.2$0.03$12.2$2.49$1.46$1.03
2016Detailed filing. Detailed filing data is available for this year.$10.7$0.03$10.7$1.76$1.36$0.39
2015Detailed filing. Detailed filing data is available for this year.$10.1$0.04$10.0$1.61$1.34$0.26
2014Detailed filing. Detailed filing data is available for this year.$9.97$0.05$9.92$1.52$1.27$0.25
2013Detailed filing. Detailed filing data is available for this year.$9.73$0.03$9.70$1.53$1.28$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.47$0.04$9.43$1.28
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.30$0.10$9.20$1.59
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.46$0.02$9.44$1.45