Civic Intelligence

Upstate New York Operating Engineers Local Union No 158

990 • Fiscal year 2015 • EIN 14-0768455

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 01, 2016

Organization Profilewww.iuoe158.org
44 Hannay LaneGlenmont, NY 12077

(518) 431-0600

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.02x

Higher debt load relative to assets than 43% of similar nonprofits.

2015 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

44th percentile

0.05x

Higher debt load relative to revenue than 44% of similar nonprofits.

2015 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2015

Net Margin

80th percentile

20%

Higher net margin than 80% of similar nonprofits.

2015 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

59th percentile

$234,266

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

2015 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2015

Asset Growth

60th percentile

5.8%

Faster asset growth than 60% of similar nonprofits.

2015 filings • 501(c)5 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

65th percentile

6.7%

Faster revenue growth than 65% of similar nonprofits.

2015 filings • 501(c)5 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$13,257,388

Up $726,957 (+5.8%) from 2014

Net Assets

Up

$12,958,355

Up $677,355 (+5.5%) from 2014

Liabilities

Up

$299,033

Up $49,602 (+20%) from 2014

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin80th percentile

Revenue

Up

$6,221,273

Up $389,733 (+6.7%) from 2014

Expenses

Up

$5,006,854

Up $208,846 (+4.4%) from 2014

Net Income

Up

$1,214,419

Up $180,887 (+18%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$30M$20M$10M$0Assets 2010: $8,516,117Liabilities 2010: $270,490Net Assets 2010: $8,245,6272010Assets 2011: $9,367,334Liabilities 2011: $277,295Net Assets 2011: $9,090,0392011Assets 2012: $10,611,457Liabilities 2012: $315,328Net Assets 2012: $10,296,1292012Assets 2013: $11,538,589Liabilities 2013: $233,662Net Assets 2013: $11,304,9272013Assets 2014: $12,530,431Liabilities 2014: $249,431Net Assets 2014: $12,281,0002014Assets 2015: $13,257,388Liabilities 2015: $299,033Net Assets 2015: $12,958,3552015Assets 2016: $14,141,114Liabilities 2016: $270,021Net Assets 2016: $13,871,0932016Assets 2017: $15,277,355Liabilities 2017: $411,775Net Assets 2017: $14,865,5802017Assets 2018: $15,489,840Liabilities 2018: $272,446Net Assets 2018: $15,217,3942018Assets 2019: $17,709,867Liabilities 2019: $285,293Net Assets 2019: $17,424,5742019Assets 2020: $19,645,352Liabilities 2020: $285,194Net Assets 2020: $19,360,1582020Assets 2021: $21,483,185Liabilities 2021: $336,080Net Assets 2021: $21,147,1052021Assets 2022: $20,583,186Liabilities 2022: $637,305Net Assets 2022: $19,945,8812022Assets 2023: $22,690,960Liabilities 2023: $617,423Net Assets 2023: $22,073,5372023

Highlighted filing

2015

Assets$13,257,388
Liabilities$299,033
Net Assets$12,958,355
Open 2015 Filing

Operations Trend

Revenue Growth65th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $1,965,8482010Expenses 2011: $4,408,3352011Expenses 2012: $4,332,4842012Revenue 2013: $5,822,781Expenses 2013: $4,721,022Net Income 2013: $1,101,7592013Revenue 2014: $5,831,540Expenses 2014: $4,798,008Net Income 2014: $1,033,5322014Revenue 2015: $6,221,273Expenses 2015: $5,006,854Net Income 2015: $1,214,4192015Revenue 2016: $5,622,495Expenses 2016: $4,880,714Net Income 2016: $741,7812016Revenue 2017: $5,891,916Expenses 2017: $5,141,102Net Income 2017: $750,8142017Revenue 2018: $6,072,006Expenses 2018: $4,920,694Net Income 2018: $1,151,3122018Revenue 2019: $6,609,006Expenses 2019: $5,052,699Net Income 2019: $1,556,3072019Revenue 2020: $6,451,180Expenses 2020: $4,965,601Net Income 2020: $1,485,5792020Revenue 2021: $6,565,504Expenses 2021: $5,081,692Net Income 2021: $1,483,8122021Revenue 2022: $2,708,981Expenses 2022: $6,174,947Net Income 2022: -$3,465,9662022Revenue 2023: $7,828,376Expenses 2023: $6,390,184Net Income 2023: $1,438,1922023

Highlighted filing

2015

Revenue$6,221,273
Expenses$5,006,854
Net Income$1,214,419
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 1, 2016
Return Version
2015v2.0
Gross Receipts
$12,123,164
Mission and Program Overview

Mission

The objectives of the union as the representative of its members, are to improve working conditions and living standards of members through collective bargaining, education, training and employee benefits and to establish necessary procedures for the amicable adjustment of all disputes which may arise between employers and employees.

The Union provides for the continuous employment of labor, brings about stable conditions in the industry and establishes necessary procedures for the amicable resolution of disputes which may arise between employers and employees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,206,859$9,201,568▼ $5,291
Accounts Receivable$1,907,344$2,429,622▲ $522,278
Cash and Non-Interest-Bearing Accounts$588,541$728,055▲ $139,514
Land, Buildings, and Equipment, Net$356,325$431,010▲ $74,685
Investments Other Securities$401,430$412,955▲ $11,525
Prepaid Expenses and Deferred Charges$63,685$52,368▼ $11,317
Savings and Temporary Cash Investments$6,247$1,810▼ $4,437
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$12,530,431$13,257,388▲ $726,957
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$152,391$195,804▲ $43,413
Deferred Revenue$97,040$101,466▲ $4,426
Other Liabilities-$1,763-
Total Liabilities$249,431$299,033▲ $49,602
Net Assets / Fund Balance
Unrestricted Net Assets$12,281,000$12,958,355▲ $677,355
Total Net Assets Fund Balance$12,281,000$12,958,355▲ $677,355
Total Liabilities and Net Assets / Fund Balance$12,530,431$13,257,388▲ $726,957

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$390,700$135,241$525,941
Equipment$40,310$296,846$337,156
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Daniel J McgrawBus MgrFT$162,887$71,379$234,266
Richard Aross-dist MgrPresidentFT$135,739$64,464$200,203
Theron H HogleDIST mgrFT$135,740$64,024$199,764
William J Walsh JrFin Sec/bus RepFT$112,392$60,491$172,883
Mark W MincherBus RepFT$103,596$57,792$161,388
Karl ButtonDst 545/bus RepFT$103,595$57,729$161,324
Paul Mmccormick-bus RepVice PresidentFT$103,596$57,219$160,815
Grant S MaloneBus RepFT$103,596$57,122$160,718
Thomas J SchweizerDst 832/bus RepFT$103,596$56,807$160,403
Robert M AikensBus RepFT$103,595$56,636$160,231
Thomas a HalsteadAuditor/bus RepFT$103,595$56,579$160,174
William M ShellyTreas/bus RepFT$103,596$55,988$159,584
Jeffrey P KelloggDst 106/bus RepFT$102,422$56,494$158,916
Michael LyonsBus RepFT$101,639$55,668$157,307
Joseph L AgnelloDst 832/bus RepFT$101,640$55,341$156,981
John a TarasukAuditor/bus RepFT$101,639$54,995$156,634
Christopher a ManusDst 106 Rep-$240-$240
Donald SmithDst 545 Rep-$240-$240
Kenneth a KeirnTrustee-$240-$240
Gerald a BeebeRec Sec-$210-$210
Jude J DoughertyConductor-$210-$210
Raymond MayAuditor-$90-$90
Thomas DavisTrustee-$60-$60

Board Members and Trustees

NameTitle
William Gray IvTrustee
Steven PayneGuard
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,716,033
Investment Income
$464,043
Other Revenue
$41,197
Change in Net Assets
$1,214,419
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,274,827
Other Expenses$1,713,597
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$1,883,473
Other Salaries and Wages---$801,707
Payments to Affiliates---$606,755
Pension Plan Contributions---$304,510
Office Expenses---$165,665
Payroll Taxes---$158,276
Fees for Services Legal---$151,688
Other Employee Benefits---$126,861
Conferences and Meetings---$116,993
Occupancy---$115,974
Depreciation Depletion---$102,406
Travel---$91,912
Insurance---$77,257
Fees for Services Accounting---$56,065
Information Technology---$33,190
Fees for Service Investment Mgmnt Fees---$25,131
Advertising---$20,021
Benefits to Members---$18,430
Other Expenses---$11,405
All Other Expenses---$-32,633
Total Functional Expenses$0$0$0$5,006,854
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Org.$1,763
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

“The governing body (executive board) is elected by the membership - all members in good standing have voting rights.”

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“Significant decisions of the governing body (executive board) are subject to the approval of the membership in good standing.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The form 990 was prepared in coordination with an officer who works full time for the organization. Once complete, the form was provided to and reviewed by the executive board prior to submission.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The conflict of interest policy is reviewed annually and acknowledgements are signed and returned to the office manager.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The union's governing documents, policies, and financial statements are available to all members upon request. None of these documents are available to the public.”

Filing and Contact Details

Filer

Filer Name
Upstate New York Operating Engineers
EIN
14-0768455
Phone
5184310600
Address
44 HANNAY LANE, GLENMONT, NY 12077

Signing Officer

Name
Daniel J Mcgraw
Title
Business Manager
Signed
2016-04-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel J Mcgraw
Formed
1945
Legal Domicile
Ny
Voting Board Members
12
Independent Board Members
0
Employees
20

Preparer

Firm
Schultheis & Panettieri LLP
Address
210 Marcus Boulevard, Hauppauge, NY 11788-3740
Preparer
Carol Westfall
Phone
6312734778
Raw XML AppendixShowing 400 of 697 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/BOYAmt0152391
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0195804
IRS990/AccountsReceivableGrp/BOYAmt01907344
IRS990/AccountsReceivableGrp/EOYAmt02429622
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0The Union provides for the continuous employment of labor, brings about stable conditions in the industry and establishes necessary procedures for the amicable resolution of disputes which may arise between employers and employees.
IRS990/AdvertisingGrp/TotalAmt020021
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherExpensesGrp/TotalAmt0-32633
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt018430
IRS990/BooksInCareOfDetail/PersonNm0LORI GIBBONS
IRS990/BooksInCareOfDetail/PhoneNum05184310600
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt044 HANNAY LANE
IRS990/BooksInCareOfDetail/USAddress/CityNm0GLENMONT
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0120774806
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0588541
IRS990/CashNonInterestBearingGrp/EOYAmt0728055
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt01883473
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt0116993
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt018430
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0464043
IRS990/CYOtherExpensesAmt01713597
IRS990/CYOtherRevenueAmt041197
IRS990/CYProgramServiceRevenueAmt05716033
IRS990/CYRevenuesLessExpensesAmt01214419
IRS990/CYSalariesCompEmpBnftPaidAmt03274827
IRS990/CYTotalExpensesAmt05006854
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt06221273
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt097040
IRS990/DeferredRevenueGrp/EOYAmt0101466
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt0102406
IRS990/Desc0The Union provides for the continuous employment of labor, brings about stable conditions in the industry and establishes necessary procedures for the amicable resolution of disputes which may arise between employers and employees.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt020
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt056065
IRS990/FeesForServicesLegalGrp/TotalAmt0151688
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt025131
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt160.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt170.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt180.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt190.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt200.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt210.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt220.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt230.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2440.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd15X
IRS990/Form990PartVIISectionAGrp/OfficerInd16X
IRS990/Form990PartVIISectionAGrp/OfficerInd17X
IRS990/Form990PartVIISectionAGrp/OfficerInd18X
IRS990/Form990PartVIISectionAGrp/OfficerInd19X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt066772
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160678
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt253414
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt453414
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt555401
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1153414
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1253414
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1553414
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1653414
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1853414
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1953414
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2053414
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2160678
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2253414
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2353414
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2453310
IRS990/Form990PartVIISectionAGrp/PersonNm0DANIEL J MCGRAW
IRS990/Form990PartVIISectionAGrp/PersonNm1RICHARD AROSS-DIST MGR
IRS990/Form990PartVIISectionAGrp/PersonNm2PAUL MMCCORMICK-BUS REP
IRS990/Form990PartVIISectionAGrp/PersonNm3GERALD A BEEBE
IRS990/Form990PartVIISectionAGrp/PersonNm4WILLIAM M SHELLY
IRS990/Form990PartVIISectionAGrp/PersonNm5WILLIAM J WALSH JR
IRS990/Form990PartVIISectionAGrp/PersonNm6JUDE J DOUGHERTY
IRS990/Form990PartVIISectionAGrp/PersonNm7STEVEN PAYNE
IRS990/Form990PartVIISectionAGrp/PersonNm8WILLIAM GRAY IV
IRS990/Form990PartVIISectionAGrp/PersonNm9THOMAS DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm10KENNETH A KEIRN
IRS990/Form990PartVIISectionAGrp/PersonNm11THOMAS A HALSTEAD
IRS990/Form990PartVIISectionAGrp/PersonNm12JOHN A TARASUK
IRS990/Form990PartVIISectionAGrp/PersonNm13RAYMOND MAY
IRS990/Form990PartVIISectionAGrp/PersonNm14CHRISTOPHER A MANUS
IRS990/Form990PartVIISectionAGrp/PersonNm15JEFFREY P KELLOGG
IRS990/Form990PartVIISectionAGrp/PersonNm16KARL BUTTON
IRS990/Form990PartVIISectionAGrp/PersonNm17DONALD SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm18THOMAS J SCHWEIZER
IRS990/Form990PartVIISectionAGrp/PersonNm19JOSEPH L AGNELLO
IRS990/Form990PartVIISectionAGrp/PersonNm20GRANT S MALONE
IRS990/Form990PartVIISectionAGrp/PersonNm21THERON H HOGLE
IRS990/Form990PartVIISectionAGrp/PersonNm22ROBERT M AIKENS
IRS990/Form990PartVIISectionAGrp/PersonNm23MARK W MINCHER
IRS990/Form990PartVIISectionAGrp/PersonNm24MICHAEL LYONS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0167494
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1139525
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2107401
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4106170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5117482
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt960
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11106760
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12103220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1390
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15105502
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16107910
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18106989
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19103567
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20107304
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21139086
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22106817
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23107974
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt24103997
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
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/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/TitleTxt0BUS MGR
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3REC SEC
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREAS/BUS REP
IRS990/Form990PartVIISectionAGrp/TitleTxt5FIN SEC/BUS REP
IRS990/Form990PartVIISectionAGrp/TitleTxt6CONDUCTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7GUARD
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11AUDITOR/BUS REP
IRS990/Form990PartVIISectionAGrp/TitleTxt12AUDITOR/BUS REP
IRS990/Form990PartVIISectionAGrp/TitleTxt13AUDITOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DST 106 REP
IRS990/Form990PartVIISectionAGrp/TitleTxt15DST 106/BUS REP
IRS990/Form990PartVIISectionAGrp/TitleTxt16DST 545/BUS REP
IRS990/Form990PartVIISectionAGrp/TitleTxt17DST 545 REP
IRS990/Form990PartVIISectionAGrp/TitleTxt18DST 832/BUS REP
IRS990/Form990PartVIISectionAGrp/TitleTxt19DST 832/BUS REP
IRS990/Form990PartVIISectionAGrp/TitleTxt20BUS REP
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIST mgr
IRS990/Form990PartVIISectionAGrp/TitleTxt22BUS REP
IRS990/Form990PartVIISectionAGrp/TitleTxt23BUS REP
IRS990/Form990PartVIISectionAGrp/TitleTxt24BUS REP
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01945
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt017993
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05919884
IRS990/GrossReceiptsAmt012123164
IRS990/GrossRentsGrp/RealAmt013220
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt016
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt033190
IRS990/InsuranceGrp/TotalAmt077257
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0446050
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0446050
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0401430
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0412955
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt09206859
IRS990/InvestmentsPubTradedSecGrp/EOYAmt09201568
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0432087
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0356325
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0431010
IRS990/LandBldgEquipCostOrOtherBssAmt0863097
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05901891
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The Union provides for the continuous employment of labor, brings about stable conditions in the industry and establishes necessary procedures for the amicable resolution of disputes which may arise between employers and employees.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt012281000
IRS990/NetAssetsOrFundBalancesEOYAmt012958355
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt017993
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt017993
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt013220
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt013220
IRS990/NetUnrlzdGainsLossesInvstAmt0-537064
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt0115974
IRS990/OfficeExpensesGrp/TotalAmt0165665
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0126861
IRS990/OtherExpensesGrp/Desc0DUES TO AFFILIATED ORG.
IRS990/OtherExpensesGrp/Desc1MEMBERSHIP ACTIVITIES
IRS990/OtherExpensesGrp/Desc2ADS, TICKETS & DONATIONS
IRS990/OtherExpensesGrp/Desc3HOLIDAY
IRS990/OtherExpensesGrp/TotalAmt087832
IRS990/OtherExpensesGrp/TotalAmt152694
IRS990/OtherExpensesGrp/TotalAmt231242
IRS990/OtherExpensesGrp/TotalAmt311405
IRS990/OtherLiabilitiesGrp/EOYAmt01763
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0other income
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt027977
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt027977
IRS990/OtherRevenueTotalAmt027977
IRS990/OtherSalariesAndWagesGrp/TotalAmt0801707
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt0606755
IRS990/PayrollTaxesGrp/TotalAmt0158276
IRS990/PensionPlanContributionsGrp/TotalAmt0304510
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt063685
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt052368
IRS990/PrincipalOfficerNm0DANIEL J MCGRAW
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0813930
IRS990/ProgramServiceRevenueGrp/Desc0MEMBER DUES & ASSESSMENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05716033
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05716033
IRS990/ProgSrvcAccomActy2Grp/Desc0THE DEFENSE FUND PROVIDES ARBITRATION, STRIKE ASSISTANCE & DEATH BENEFITS TO AND ON BEHALF OF UNION MEMBERS.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt024359
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0248546
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,257,388
Liabilities
$299,033
Net assets
$12,958,355
Revenue
$6,221,273
Expenses
$5,006,854
Net income
$1,214,419
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$22.7$0.62$22.1$7.83$6.39$1.44
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.6$0.64$19.9$2.71$6.17$3.47
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.5$0.34$21.1$6.57$5.08$1.48
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.6$0.29$19.4$6.45$4.97$1.49
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.7$0.29$17.4$6.61$5.05$1.56
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.5$0.27$15.2$6.07$4.92$1.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.3$0.41$14.9$5.89$5.14$0.75
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.1$0.27$13.9$5.62$4.88$0.74
2015Detailed filing. Detailed filing data is available for this year.$13.3$0.30$13.0$6.22$5.01$1.21
2014Detailed filing. Detailed filing data is available for this year.$12.5$0.25$12.3$5.83$4.80$1.03
2013Summary only. Only limited summary data is available for this year.$11.5$0.23$11.3$5.82$4.72$1.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.6$0.32$10.3$4.33
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.37$0.28$9.09$4.41
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.52$0.27$8.25$1.97