Civic Intelligence

Steamfitters' Industry Vacation Plan

EIN 13-6149682 • 501(c)9 • Long Island City, NY

Profile

The Plan is a multi-employer plan funded by employer contributions in accordance with the collective bargaining agreement. The Plan was established to receive contributions from participating employers and to pay to each participant all employers contributions collected on his/her behalf, less expenses.

27-08 40th Avenue 2nd floorLong Island City, NY 11101-3725

www.steamfitters.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

96th percentile

0.95x

Higher debt load relative to assets than 96% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

88th percentile

0.31x

Higher debt load relative to revenue than 88% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Net Margin

35th percentile

0.7%

Higher net margin than 35% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

76th percentile

16%

Faster asset growth than 76% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

14%

Faster revenue growth than 71% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$9,283,424

Up $1,263,056 (+16%) from 2023

Liabilities

Up

$8,779,477

Up $1,065,681 (+14%) from 2023

Net Assets

Up

$503,947

Up $197,375 (+64%) from 2023

Revenue

Up

$28,207,228

Up $3,491,266 (+14%) from 2023

Expenses

Up

$28,009,853

Up $3,385,236 (+14%) from 2023

Net Income

Up

$197,375

Up $106,030 (+116%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2011: $6,424,963Liabilities 2011: $6,297,406Net Assets 2011: $127,5572011Assets 2012: $7,926,727Liabilities 2012: $7,833,561Net Assets 2012: $93,1662012Assets 2013: $7,522,790Liabilities 2013: $7,322,146Net Assets 2013: $200,6442013Assets 2014: $8,030,824Liabilities 2014: $7,890,822Net Assets 2014: $140,0022014Assets 2015: $8,547,699Liabilities 2015: $8,484,962Net Assets 2015: $62,7372015Assets 2016: $9,407,857Liabilities 2016: $9,241,495Net Assets 2016: $166,3622016Assets 2017: $9,438,464Liabilities 2017: $9,279,394Net Assets 2017: $159,0702017Assets 2018: $10,462,855Liabilities 2018: $10,254,058Net Assets 2018: $208,7972018Assets 2019: $9,841,671Liabilities 2019: $9,681,074Net Assets 2019: $160,5972019Assets 2020: $8,892,331Liabilities 2020: $8,785,980Net Assets 2020: $106,3512020Assets 2021: $8,112,923Liabilities 2021: $8,081,795Net Assets 2021: $31,1282021Assets 2022: $7,494,633Liabilities 2022: $7,279,406Net Assets 2022: $215,2272022Assets 2023: $8,020,368Liabilities 2023: $7,713,796Net Assets 2023: $306,5722023Assets 2024: $9,283,424Liabilities 2024: $8,779,477Net Assets 2024: $503,9472024

Highlighted filing

2024

Assets$9,283,424
Liabilities$8,779,477
Net Assets$503,947

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40M$30M$20M$10M$0-$10MRevenue 2011: $20,633,641Expenses 2011: $20,784,264Net Income 2011: -$150,6232011Revenue 2012: $24,251,284Expenses 2012: $24,285,675Net Income 2012: -$34,3912012Revenue 2013: $23,854,553Expenses 2013: $23,747,075Net Income 2013: $107,4782013Revenue 2014: $24,624,116Expenses 2014: $24,684,758Net Income 2014: -$60,6422014Revenue 2015: $26,629,545Expenses 2015: $26,706,810Net Income 2015: -$77,2652015Revenue 2016: $29,594,121Expenses 2016: $29,490,496Net Income 2016: $103,6252016Revenue 2017: $30,112,821Expenses 2017: $30,120,113Net Income 2017: -$7,2922017Revenue 2018: $33,015,627Expenses 2018: $32,965,900Net Income 2018: $49,7272018Revenue 2019: $32,360,103Expenses 2019: $32,408,303Net Income 2019: -$48,2002019Revenue 2020: $25,400,717Expenses 2020: $25,454,963Net Income 2020: -$54,2462020Revenue 2021: $25,783,921Expenses 2021: $25,859,144Net Income 2021: -$75,2232021Revenue 2022: $24,287,414Expenses 2022: $24,103,315Net Income 2022: $184,0992022Revenue 2023: $24,715,962Expenses 2023: $24,624,617Net Income 2023: $91,3452023Revenue 2024: $28,207,228Expenses 2024: $28,009,853Net Income 2024: $197,3752024

Highlighted filing

2024

Revenue$28,207,228
Expenses$28,009,853
Net Income$197,375

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.28$8.78$0.50$28.2$28.0$0.20
2023Summary only. Only limited summary data is available for this year.$8.02$7.71$0.31$24.7$24.6$0.09
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.49$7.28$0.22$24.3$24.1$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.11$8.08$0.03$25.8$25.9$0.08
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.89$8.79$0.11$25.4$25.5$0.05
2019Summary only. Only limited summary data is available for this year.$9.84$9.68$0.16$32.4$32.4$0.05
2018Summary only. Only limited summary data is available for this year.$10.5$10.3$0.21$33.0$33.0$0.05
2017Summary only. Only limited summary data is available for this year.$9.44$9.28$0.16$30.1$30.1$0.01
2016Summary only. Only limited summary data is available for this year.$9.41$9.24$0.17$29.6$29.5$0.10
2015Summary only. Only limited summary data is available for this year.$8.55$8.48$0.06$26.6$26.7$0.08
2014Summary only. Only limited summary data is available for this year.$8.03$7.89$0.14$24.6$24.7$0.06
2013Summary only. Only limited summary data is available for this year.$7.52$7.32$0.20$23.9$23.7$0.11
2012Summary only. Only limited summary data is available for this year.$7.93$7.83$0.09$24.3$24.3$0.03
2011Summary only. Only limited summary data is available for this year.$6.42$6.30$0.13$20.6$20.8$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$28,207,228
Mission and Program Overview

Mission

The Plan is a multi-employer plan funded by employer contributions in accordance with the collective bargaining agreement. The Plan was established to receive contributions from participating employers and to pay to each participant all employers contributions collected on his/her behalf, less expenses.

It is a multi-employer plan funded by employer contri. in accordance with the collective bargaining agreement. It was established to receive contri. from employers and to pay to each participants benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$6,653,284$7,664,557▲ $1,011,273
Accounts Receivable$1,135,300$1,565,417▲ $430,117
Rtn Earn Endowment Incm Other Fnds$306,572$503,947▲ $197,375
Cash and Non-Interest-Bearing Accounts$226,839$48,134▼ $178,705
Prepaid Expenses and Deferred Charges$4,945$5,316▲ $371
Total Assets$8,020,368$9,283,424▲ $1,263,056
Liabilities
Other Liabilities$7,700,275$8,766,176▲ $1,065,901
Accounts Payable and Accrued Expenses$13,521$13,301▼ $220
Total Liabilities$7,713,796$8,779,477▲ $1,065,681
Net Assets / Fund Balance
Total Net Assets Fund Balance$306,572$503,947▲ $197,375
Total Liabilities and Net Assets / Fund Balance$8,020,368$9,283,424▲ $1,263,056
Compensation and Service Providers

Employees

NameTitleBaseOtherTotal
William J TurnbullExecutive Administrator$11,604$493,891$11,604
James C WhiteAssistant Administrator$11,367$257,301$11,367
James IppolitoAssistant Administrator$9,357$265,876$9,357

Board Members and Trustees

NameTitle
Daniel KnightsEducation Director
Anthony SaporitoTrustee
Brian Kearney JrTrustee
Joseph FurelliTrustee
Marcel RamalhoTrustee
Ralph Montuoro JrTrustee
Ray GogerTrustee
Robert Bartels JrTrustee
Shane McMorrowTrustee
Timothy SullivanTrustee
Jason GreccoEducation Instructor
Matthew PizzoEducation Instructor
Nicholas MagnaEducation Instructor
Stephen PowersEducation Instructor
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$27,782,053
Investment Income
$373,981
Other Revenue
$51,194
Change in Net Assets
$197,375

Audited Revenue Reconciliation

Revenue per Audited Statements
$28,207,228
Total Revenue per Audited Statements
$28,207,228
Total Revenue per Form 990
$28,207,228
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$121,625
Other Expenses$106,175
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$27,782,053--$27,782,053
Other Salaries and Wages-$42,116-$42,116
Office Expenses-$40,013-$40,013
Current Officers, Directors, Trustees, and Key Employees-$32,328-$32,328
Pension Plan Contributions-$22,441-$22,441
Other Employee Benefits-$19,491-$19,491
Insurance-$18,608-$18,608
Fees for Services Accounting-$13,000-$13,000
Occupancy-$11,853-$11,853
Depreciation Depletion-$10,095-$10,095
Payroll Taxes-$5,249-$5,249
Conferences and Meetings-$3,872-$3,872
Travel-$3,516-$3,516
Information Technology-$3,196-$3,196
Fees for Services Legal-$2,022-$2,022
Total Functional Expenses$27,782,053$227,800$0$28,009,853

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$28,009,853
Total Expenses per Audited Statements$28,009,853
Total Expenses per Form 990$28,009,853
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$8,762,761
Vacation Wage Deposits Payable$3,415
Due to/from related funds-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
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 11A

This tax return was prepared by staff and reviewed by the Funds Exective Administrator, who is a CPA. Then it was provided to the Funds auditors for review and approval. Lastly, it is provided to a member of the Board of Directors for review and signature.

Form 990, Part VI, Section B, Line 15 AB

The Executive Administrator of the Trust Fuinds negotiates with the Chairman and Co-Chairman of each Fund and agree to an increase in wages for all staff within the parameters set by the collective bargaining agreement.

Form 990, Part VI, Section B, Line 12C

The Fund is subject to ERISA and the Trustees conform to its regulations. Each year, Trustees sign a statement which affirms that such person has received a copy of the Conflict of Interest Policy and understands that the Plan is a tax-exempt organization.

Form 990, Part VI, Section C, Line 19

As required by ERISA, the Funds governing documents, policies, financial statements and tax returns are available upon request by writing to the Fund Office and requesting a copy. This return was not filed on time and granted an extension to acquire all information to complete and file an accurate return.

Filing and Contact Details

Filer

Filer Name
Steamfitters' Industry Vacation Plan
EIN
13-6149682
Phone
2124658888
Address
27-08 40th Avenue 2nd floor, Long Island City, NY 11101-3725

Signing Officer

Name
Robert Bartels
Title
Employee Trustee
Phone
2124658888
Signed
2025-11-14
Discuss with paid preparer
No

Organization Details

Formed
1953
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
6
Employees
0
Supplemental Narrative

Financial Statement Notes

X 2

The Trustees have evaluated the tax positions taken by the Plan and have concluded that as of December 31, 2024, there are no uncertain tax positions taken or expected to be taken that would require the recognition of a liability or asset or disclosure in the financial statements. The Plan is subject to routine audits by taxing jurisdictions until the applicable statute of limitations expires however, there are currently no audits for any tax periods in progress.

Raw XML AppendixShowing 400 of 581 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt013521
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt013301
IRS990/AccountsReceivableGrp/BOYAmt01135300
IRS990/AccountsReceivableGrp/EOYAmt01565417
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0It is a multi-employer plan funded by employer contri. in accordance with the collective bargaining agreement. It was established to receive contri. from employers and to pay to each participants benefits.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/ProgramServicesAmt027782053
IRS990/BenefitsToMembersGrp/TotalAmt027782053
IRS990/BooksInCareOfDetail/PersonNm0William J Turnbull Executive Admini
IRS990/BooksInCareOfDetail/PhoneNum02124658888
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt027-08 40th Avenue 2nd floor
IRS990/BooksInCareOfDetail/USAddress/CityNm0Long Island City
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0111013725
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0226839
IRS990/CashNonInterestBearingGrp/EOYAmt048134
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt032328
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt032328
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt03872
IRS990/ConferencesMeetingsGrp/TotalAmt03872
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt027782053
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0373981
IRS990/CYOtherExpensesAmt0106175
IRS990/CYOtherRevenueAmt051194
IRS990/CYProgramServiceRevenueAmt027782053
IRS990/CYRevenuesLessExpensesAmt0197375
IRS990/CYSalariesCompEmpBnftPaidAmt0121625
IRS990/CYTotalExpensesAmt028009853
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt028207228
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt010095
IRS990/DepreciationDepletionGrp/TotalAmt010095
IRS990/Desc0Vacation Payments
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/ExpenseAmt027782053
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt013000
IRS990/FeesForServicesAccountingGrp/TotalAmt013000
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt02022
IRS990/FeesForServicesLegalGrp/TotalAmt02022
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt0034.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt2034.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt3040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt4040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt5034.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt6040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt7040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt0001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt5002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt6002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt7002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt8002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt9002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11002.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
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/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt041320
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt165552
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt241320
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt384732
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt483917
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt541320
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt682341
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt780716
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/PersonNm0William J Turnbull
IRS990/Form990PartVIISectionAGrp/PersonNm1Daniel Knights
IRS990/Form990PartVIISectionAGrp/PersonNm2James Ippolito
IRS990/Form990PartVIISectionAGrp/PersonNm3Jason Grecco
IRS990/Form990PartVIISectionAGrp/PersonNm4Nicholas Magna
IRS990/Form990PartVIISectionAGrp/PersonNm5James C White
IRS990/Form990PartVIISectionAGrp/PersonNm6Stephen Powers
IRS990/Form990PartVIISectionAGrp/PersonNm7Matthew Pizzo
IRS990/Form990PartVIISectionAGrp/PersonNm8Robert Bartels Jr
IRS990/Form990PartVIISectionAGrp/PersonNm9Brian Kearney Jr
IRS990/Form990PartVIISectionAGrp/PersonNm10Ray Goger
IRS990/Form990PartVIISectionAGrp/PersonNm11Timothy Sullivan
IRS990/Form990PartVIISectionAGrp/PersonNm12Anthony Saporito
IRS990/Form990PartVIISectionAGrp/PersonNm13Shane McMorrow
IRS990/Form990PartVIISectionAGrp/PersonNm14Ralph Montuoro Jr
IRS990/Form990PartVIISectionAGrp/PersonNm15Joseph Furelli
IRS990/Form990PartVIISectionAGrp/PersonNm16Marcel Ramalho
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt011604
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt29357
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt511367
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0452571
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1230081
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2224556
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3188675
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4186870
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5215981
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6183226
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt7179445
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Administrator
IRS990/Form990PartVIISectionAGrp/TitleTxt1Education Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Assistant Administrator
IRS990/Form990PartVIISectionAGrp/TitleTxt3Education Instructor
IRS990/Form990PartVIISectionAGrp/TitleTxt4Education Instructor
IRS990/Form990PartVIISectionAGrp/TitleTxt5Assistant Administrator
IRS990/Form990PartVIISectionAGrp/TitleTxt6Education Instructor
IRS990/Form990PartVIISectionAGrp/TitleTxt7Education Instructor
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt15Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt16Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01953
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt028207228
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt06
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt03196
IRS990/InformationTechnologyGrp/TotalAmt03196
IRS990/InsuranceGrp/ManagementAndGeneralAmt018608
IRS990/InsuranceGrp/TotalAmt018608
IRS990/InterestGrp/TotalAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0373981
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0373981
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt051194
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt051194
IRS990/MissionDesc0The Plan is a multi-employer plan funded by employer contributions in accordance with the collective bargaining agreement. The Plan was established to receive contributions from participating employers and to pay to each participant all employers contributions collected on his/her behalf, less expenses.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0306572
IRS990/NetAssetsOrFundBalancesEOYAmt0503947
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt011853
IRS990/OccupancyGrp/TotalAmt011853
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt040013
IRS990/OfficeExpensesGrp/TotalAmt040013
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt019491
IRS990/OtherEmployeeBenefitsGrp/TotalAmt019491
IRS990/OtherLiabilitiesGrp/BOYAmt07700275
IRS990/OtherLiabilitiesGrp/EOYAmt08766176
IRS990/OtherRevenueTotalAmt051194
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt042116
IRS990/OtherSalariesAndWagesGrp/TotalAmt042116
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05249
IRS990/PayrollTaxesGrp/TotalAmt05249
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt022441
IRS990/PensionPlanContributionsGrp/TotalAmt022441
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04945
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05316
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Robert Bartels
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0Employers Contributions
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt027782053
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt027782053
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt024353897
IRS990/PYInvestmentIncomeAmt0316807
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0112856
IRS990/PYOtherRevenueAmt045258
IRS990/PYProgramServiceRevenueAmt024353897
IRS990/PYRevenuesLessExpensesAmt091345
IRS990/PYSalariesCompEmpBnftPaidAmt0157864
IRS990/PYTotalExpensesAmt024624617
IRS990/PYTotalRevenueAmt024715962
IRS990/ReconcilationRevenueExpnssAmt0197375
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0306572
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0503947
IRS990/SavingsAndTempCashInvstGrp/BOYAmt06653284
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07664557
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt028009853
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt08762761
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt13415
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Vacation Wage Deposits Payable
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Due to/from related funds
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/RevenueSubtotalAmt028207228
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Trustees have evaluated the tax positions taken by the Plan and have concluded that as of December 31, 2024, there are no uncertain tax positions taken or expected to be taken that would require the recognition of a liability or asset or disclosure in the financial statements. The Plan is subject to routine audits by taxing jurisdictions until the applicable statute of limitations expires however, there are currently no audits for any tax periods in progress.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0X 2
IRS990ScheduleD/TotalExpensesPerForm990Amt028009853
IRS990ScheduleD/TotalLiabilityAmt08766176
IRS990ScheduleD/TotalRevenuePerForm990Amt028207228
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt028207228
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt028009853
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt011604
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt19357
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt211367
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0424453
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1206403
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2198715
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3188675
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt4183226
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt5186870
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt6205215
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt7179445
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt041320
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt141320
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt241320
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt384732
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt482341
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt583917
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt665552
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt780716
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt028118
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt118153
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt217266
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt324866
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0William J Turnbull
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1James Ippolito
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2James C White
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3Jason Grecco
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm4Stephen Powers
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm5Nicholas Magna
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm6Daniel Knights
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm7Matthew Pizzo
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Executive Administrator
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Assistant Administrator
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2Assistant Administrator
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3Education Instructor
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt4Education Instructor
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt5Education Instructor
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt6Education Director
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt7Education Instructor
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt011604
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt19357
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt211367
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0493891
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1265876
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2257301
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3273407
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt4265567
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt5270787
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt6295633
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt7260161
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0This tax return was prepared by staff and reviewed by the Funds Exective Administrator, who is a CPA. Then it was provided to the Funds auditors for review and approval. Lastly, it is provided to a member of the Board of Directors for review and signature.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Executive Administrator of the Trust Fuinds negotiates with the Chairman and Co-Chairman of each Fund and agree to an increase in wages for all staff within the parameters set by the collective bargaining agreement.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Fund is subject to ERISA and the Trustees conform to its regulations. Each year, Trustees sign a statement which affirms that such person has received a copy of the Conflict of Interest Policy and understands that the Plan is a tax-exempt organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3As required by ERISA, the Funds governing documents, policies, financial statements and tax returns are available upon request by writing to the Fund Office and requesting a copy. This return was not filed on time and granted an extension to acquire all information to complete and file an accurate return.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 15 AB
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd3false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd4false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd5false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd6false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd7false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)9 • $25M-$50M nonprofits