Civic Intelligence

Local 553 Fuel Industry Optical Benefits Trust Fund

990EZ • Fiscal year 2015 • EIN 13-6152244

Jan 01, 2015 to Dec 31, 2015 • Filed on Sep 12, 2016

265 West 14th StreetNew York, NY 10011

(212) 627-5553

Siviq Scores

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

Liabilities / Assets

86th percentile

0.13x

Higher debt load relative to assets than 86% of similar nonprofits.

2015 filings • 501(c)9 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

91st percentile

0.29x

Higher debt load relative to revenue than 91% of similar nonprofits.

2015 filings • 501(c)9 • <$500k nonprofits • Source year 2015

Net Margin

51st percentile

0.5%

Higher net margin than 51% of similar nonprofits.

2015 filings • 501(c)9 • <$500k nonprofits • Source year 2015

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2015 filings • 501(c)9 • <$500k nonprofits • Source year 2015

Asset Growth

48th percentile

-2.6%

Faster asset growth than 48% of similar nonprofits.

2015 filings • 501(c)9 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

43rd percentile

-7.4%

Faster revenue growth than 43% of similar nonprofits.

2015 filings • 501(c)9 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$135,312

Down $3,595 (-2.6%) from 2014

Net Assets

$117,677

No earlier filing loaded for comparison.

Liabilities

Down

$17,635

Down $3,900 (-18%) from 2014

Revenue

Down

$61,283

Down $4,925 (-7.4%) from 2014

Expenses

Up

$60,978

Up $884 (+1.5%) from 2014

Net Income

Down

$305

Down $5,809 (-95%) from 2014

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $166,037Liabilities 2011: $32,5052011Assets 2012: $159,743Liabilities 2012: $32,9732012Assets 2013: $149,734Liabilities 2013: $38,4762013Assets 2014: $138,907Liabilities 2014: $21,5352014Assets 2015: $135,312Liabilities 2015: $17,635Net Assets 2015: $117,6772015Assets 2016: $123,929Liabilities 2016: $14,865Net Assets 2016: $109,0642016Assets 2017: $121,347Liabilities 2017: $14,009Net Assets 2017: $107,3382017Assets 2018: $110,702Liabilities 2018: $16,508Net Assets 2018: $94,1942018Assets 2019: $106,518Liabilities 2019: $15,2062019Assets 2020: $92,997Liabilities 2020: $12,6502020Assets 2021: $84,944Liabilities 2021: $13,7002021Assets 2022: $77,471Liabilities 2022: $14,5202022Assets 2023: $89,942Liabilities 2023: $17,5552023Assets 2024: $110,177Liabilities 2024: $22,529Net Assets 2024: $87,6482024

Highlighted filing

2015

Assets$135,312
Liabilities$17,635
Net Assets$117,677

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $70,093Expenses 2011: $80,962Net Income 2011: -$10,8692011Revenue 2012: $66,346Expenses 2012: $73,108Net Income 2012: -$6,7622012Revenue 2013: $64,977Expenses 2013: $80,489Net Income 2013: -$15,5122013Revenue 2014: $66,208Expenses 2014: $60,094Net Income 2014: $6,1142014Revenue 2015: $61,283Expenses 2015: $60,978Net Income 2015: $3052015Revenue 2016: $52,834Expenses 2016: $61,447Net Income 2016: -$8,6132016Revenue 2017: $53,232Expenses 2017: $54,958Net Income 2017: -$1,7262017Revenue 2018: $52,956Expenses 2018: $66,290Net Income 2018: -$13,3342018Revenue 2019: $53,032Expenses 2019: $55,914Net Income 2019: -$2,8822019Revenue 2020: $40,809Expenses 2020: $51,774Net Income 2020: -$10,9652020Revenue 2021: $46,414Expenses 2021: $55,517Net Income 2021: -$9,1032021Revenue 2022: $42,031Expenses 2022: $50,324Net Income 2022: -$8,2932022Revenue 2023: $70,381Expenses 2023: $60,945Net Income 2023: $9,4362023Revenue 2024: $67,911Expenses 2024: $52,650Net Income 2024: $15,2612024

Highlighted filing

2015

Revenue$61,283
Expenses$60,978
Net Income$305
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Sep 12, 2016
Return Version
2015v2.0
Gross Receipts
$61,283
Mission and Program Overview

Mission

This plan provides optical benefits to approximately 678 participants

Program Services

DescriptionGrantsExpenses
This plan provides optical benefits to approximately 678 participants--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN GOLDMANTrustee-$0--
VINCENT THEURERTrustee-$0--
DEMOS DEMOPOULOSTrustee-$0--
VICTOR CASTELLANOTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Local 553 Benefits Fund
EIN
13-6152244
Phone
2126275553
Address
265 WEST 14TH STREET, NEW YORK, NY 10011

Signing Officer

Name
Demos Demopoulos
Title
Trustee
Signed
2016-09-12
Discuss with paid preparer
Yes

Preparer

Firm
Steinberg Steckler & Picciurro
Address
462 7TH AVE 16TH FL, NEW YORK, NY 10018-7606
Preparer
Michael Steckler
Phone
2126951300
Supplemental Narrative

Additional Explanations

Other Expenses.1

Administrative expenses $13319

Other Assets.1005

Accounts Receivable - Beginning $4728 Accounts Receivable - Ending $4735

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $9700 Accounts Payable and Accrued Expenses - Ending $8000

Total Liabilities.1

BENEFIT OBLIGATIONS - Beginning $11835 BENEFIT OBLIGATIONS - Ending $9635

Raw XML Appendix110 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt033215
IRS990EZ/BooksInCareOfDetail/PersonNm0JOINT BOARD OF TRUSTEES
IRS990EZ/BooksInCareOfDetail/PhoneNum02126275553
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0265 WEST 14TH STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEW YORK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd010011
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0134179
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0130577
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0305
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt014444
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0138907
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0135312
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt061283
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0117372
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0117677
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0117372
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0117677
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEVEN GOLDMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VINCENT THEURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DEMOS DEMOPOULOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3VICTOR CASTELLANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04728
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04735
IRS990EZ/OtherExpensesTotalAmt013319
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0This plan provides optical benefits to approximately 678 participants
IRS990EZ/ProgramServiceRevenueAmt061283
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0This plan provides optical benefits to approximately 678 participants
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt021535
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt017635
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt060978
IRS990EZ/TotalRevenueAmt061283
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADMINISTRATIVE EXPENSES $13319
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Accounts Receivable - Beginning $4728 Accounts Receivable - Ending $4735
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Accounts Payable and Accrued Expenses - Beginning $9700 Accounts Payable and Accrued Expenses - Ending $8000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BENEFIT OBLIGATIONS - Beginning $11835 BENEFIT OBLIGATIONS - Ending $9635
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Total Liabilities.1
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEMOS DEMOPOULOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCAL 553 BENEFITS FUND
ReturnHeader/Filer/BusinessNameControlTxt0LOCA
ReturnHeader/Filer/EIN0136152244
ReturnHeader/Filer/PhoneNum02126275553
ReturnHeader/Filer/USAddress/AddressLine1Txt0265 WEST 14TH STREET
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010011
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEINBERG STECKLER & PICCIURRO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0462 7TH AVE 16TH FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100187606
ReturnHeader/PreparerPersonGrp/PhoneNum02126951300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL STECKLER
ReturnHeader/ReturnTs02016-09-12T12:25:35-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.10$0.23$0.88$0.68$0.53$0.15
2023Summary only. Only limited summary data is available for this year.$0.90$0.18$0.70$0.61$0.09
2022Summary only. Only limited summary data is available for this year.$0.77$0.15$0.42$0.50$0.08
2021Summary only. Only limited summary data is available for this year.$0.85$0.14$0.46$0.56$0.09
2020Summary only. Only limited summary data is available for this year.$0.93$0.13$0.41$0.52$0.11
2019Summary only. Only limited summary data is available for this year.$1.07$0.15$0.53$0.56$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.17$0.94$0.53$0.66$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.14$1.07$0.53$0.55$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.15$1.09$0.53$0.61$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.35$0.18$1.18$0.61$0.61$0.00
2014Summary only. Only limited summary data is available for this year.$1.39$0.22$0.66$0.60$0.06
2013Summary only. Only limited summary data is available for this year.$1.50$0.38$0.65$0.80$0.16
2012Summary only. Only limited summary data is available for this year.$1.60$0.33$0.66$0.73$0.07
2011Summary only. Only limited summary data is available for this year.$1.66$0.33$0.70$0.81$0.11