Civic Intelligence

Sheet Metal Workers Local 112 Wel Fare Metal Workers Local 112

990 • Fiscal year 2017 • EIN 16-6052225

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 09, 2018

1200 Clemens Ctr Pkwy PO Box 1146Elmira, NY 14902

(607) 733-3732

Siviq Scores

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

Liabilities / Assets

58th percentile

0.05x

Higher debt load relative to assets than 58% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

64th percentile

0.08x

Higher debt load relative to revenue than 64% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Net Margin

78th percentile

24%

Higher net margin than 78% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

86th percentile

$178,778

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 4.7% of source-year revenue.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Asset Growth

84th percentile

26%

Faster asset growth than 84% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

40th percentile

2.1%

Faster revenue growth than 40% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Assets

Up

$6,044,918

Up $1,245,208 (+26%) from 2016

Net Assets

Up

$5,752,159

Up $963,907 (+20%) from 2016

Liabilities

Up

$292,759

Up $281,301 (+2455%) from 2016

Revenue

Up

$3,766,903

Up $76,438 (+2.1%) from 2016

Expenses

Up

$2,850,446

Up $203,575 (+7.7%) from 2016

Net Income

Down

$916,457

Down $127,137 (-12%) from 2016

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $2,995,694Liabilities 2010: $491,129Net Assets 2010: $2,504,5652010Assets 2011: $2,526,021Liabilities 2011: $598,098Net Assets 2011: $1,927,9232011Assets 2012: $1,552,289Liabilities 2012: $48,595Net Assets 2012: $1,503,6942012Assets 2013: $1,868,503Liabilities 2013: $13,188Net Assets 2013: $1,855,3152013Assets 2014: $2,732,218Liabilities 2014: $16,489Net Assets 2014: $2,715,7292014Assets 2015: $3,747,092Liabilities 2015: $12,420Net Assets 2015: $3,734,6722015Assets 2016: $4,799,710Liabilities 2016: $11,458Net Assets 2016: $4,788,2522016Assets 2017: $6,044,918Liabilities 2017: $292,759Net Assets 2017: $5,752,1592017Assets 2018: $6,830,095Liabilities 2018: $294,615Net Assets 2018: $6,535,4802018Assets 2019: $8,417,480Liabilities 2019: $300,379Net Assets 2019: $8,117,1012019Assets 2020: $9,506,652Liabilities 2020: $333,753Net Assets 2020: $9,172,8992020Assets 2021: $10,613,446Liabilities 2021: $10,108Net Assets 2021: $10,603,3382021Assets 2022: $10,684,176Liabilities 2022: $15,721Net Assets 2022: $10,668,4552022Assets 2023: $12,078,975Liabilities 2023: $58,597Net Assets 2023: $12,020,3782023Assets 2024: $14,016,033Liabilities 2024: $88,748Net Assets 2024: $13,927,2852024

Highlighted filing

2017

Assets$6,044,918
Liabilities$292,759
Net Assets$5,752,159

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2010: $3,024,497Expenses 2010: $3,089,185Net Income 2010: -$64,6882010Revenue 2011: $2,757,918Expenses 2011: $3,334,560Net Income 2011: -$576,6422011Revenue 2012: $3,084,141Expenses 2012: $3,508,370Net Income 2012: -$424,2292012Revenue 2013: $3,820,034Expenses 2013: $3,468,413Net Income 2013: $351,6212013Revenue 2014: $4,061,547Expenses 2014: $3,201,133Net Income 2014: $860,4142014Revenue 2015: $3,858,772Expenses 2015: $2,817,364Net Income 2015: $1,041,4082015Revenue 2016: $3,690,465Expenses 2016: $2,646,871Net Income 2016: $1,043,5942016Revenue 2017: $3,766,903Expenses 2017: $2,850,446Net Income 2017: $916,4572017Revenue 2018: $3,665,227Expenses 2018: $2,752,578Net Income 2018: $912,6492018Revenue 2019: $4,189,530Expenses 2019: $2,921,298Net Income 2019: $1,268,2322019Revenue 2020: $3,936,589Expenses 2020: $3,284,312Net Income 2020: $652,2772020Revenue 2021: $4,509,633Expenses 2021: $2,995,240Net Income 2021: $1,514,3932021Revenue 2022: $3,815,019Expenses 2022: $3,152,089Net Income 2022: $662,9302022Revenue 2023: $4,316,627Expenses 2023: $3,258,640Net Income 2023: $1,057,9872023Revenue 2024: $4,974,324Expenses 2024: $3,285,690Net Income 2024: $1,688,6342024

Highlighted filing

2017

Revenue$3,766,903
Expenses$2,850,446
Net Income$916,457
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 9, 2018
Return Version
2017v2.2
Gross Receipts
$4,009,151
Mission and Program Overview

Mission

To provide health benefits (medical, hospital, surgical, major medical and vision) to all eligible participants working in the jurisdiction of sheet metal local 112 union.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$3,339,503$3,715,417▲ $375,914
Investments in Publicly Traded Securities$496,695$1,027,400▲ $530,705
Cash and Non-Interest-Bearing Accounts$397,447$582,196▲ $184,749
Accounts Receivable$541,980$530,805▼ $11,175
Prepaid Expenses and Deferred Charges$17,690$185,349▲ $167,659
Land, Buildings, and Equipment, Net$6,395$3,751▼ $2,644
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$4,799,710$6,044,918▲ $1,245,208
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$9,064$291,929▲ $282,865
Deferred Revenue$2,394$830▼ $1,564
Total Liabilities$11,458$292,759▲ $281,301
Net Assets / Fund Balance
Unrestricted Net Assets$4,329,120$5,125,961▲ $796,841
Temporarily Rstr Net Assets$459,132$626,198▲ $167,066
Total Net Assets Fund Balance$4,788,252$5,752,159▲ $963,907
Total Liabilities and Net Assets / Fund Balance$4,799,710$6,044,918▲ $1,245,208

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,751$10,740$14,491
Compensation and Service Providers

Employees

NameTitleOtherTotal
Charles KragerTrustee$15,850$15,850

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,724,100
Investment Income
$42,803
Other Revenue
$0
Change in Net Assets
$916,457

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,766,903
Revenue Not Reported on Form 990
$47,450
Total Revenue per Audited Statements
$3,814,353
Total Revenue per Form 990
$3,766,903
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$103,440
Salaries, Compensation, and Employee Benefits$86,736
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$2,660,270
Other Salaries and Wages---$45,045
Fees for Services Other---$21,806
Other Employee Benefits---$21,375
Fees for Services Accounting---$17,935
Pension Plan Contributions---$16,686
Fees for Services Legal---$14,690
Fees for Service Investment Mgmnt Fees---$9,323
Occupancy---$6,924
Office Expenses---$4,854
Insurance---$3,963
Payroll Taxes---$3,630
Depreciation Depletion---$2,644
Conferences and Meetings---$2,042
Information Technology---$1,438
Other Expenses---$606
Total Functional Expenses$0$0$0$2,850,446

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,850,446
Total Expenses per Audited Statements$2,850,446
Total Expenses per Form 990$2,850,446
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
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, Line 11B: Form 990 Review Process

Fund administrator reviews 990 prior to filing. 990 is presented to trustees at the next regular scheduled meeting.

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

New trustees are required to sign a conflict of interest policy.

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

Documents available upon request from union office.

Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers Local 112
EIN
16-6052225
Phone
6077333732
Address
1200 CLEMENS CTR PKWY PO BOX 1146, ELMIRA, NY 14902

Signing Officer

Name
Donald J Kraft Sr
Title
Trustee
Signed
2018-10-09
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
3
Employees
1

Preparer

Firm
Judith J Gush
Address
456 E Water Street, Elmira, NY 14901-3411
Preparer
Judith J Gush
Phone
6077347504
Raw XML AppendixShowing 400 of 617 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/BOYAmt09064
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0291929
IRS990/AccountsReceivableGrp/BOYAmt0541980
IRS990/AccountsReceivableGrp/EOYAmt0530805
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH BENEFITS (MEDICAL, HOSPITAL, SURGICAL, MAJOR MEDICAL AND VISION) TO ALL ELIGIBLE PARTICIPANTS WORKING IN THE JURISDICTION OF SHEET METAL LOCAL 112 UNION.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt02660270
IRS990/BooksInCareOfDetail/PersonNm0LISA SCAPTURA
IRS990/BooksInCareOfDetail/PhoneNum06077333732
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01200 CLEMENS CENTER PARKWAY
IRS990/BooksInCareOfDetail/USAddress/CityNm0ELMIRA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd014901
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0397447
IRS990/CashNonInterestBearingGrp/EOYAmt0582196
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt02042
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt02660270
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt042803
IRS990/CYOtherExpensesAmt0103440
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt03724100
IRS990/CYRevenuesLessExpensesAmt0916457
IRS990/CYSalariesCompEmpBnftPaidAmt086736
IRS990/CYTotalExpensesAmt02850446
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03766903
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt02394
IRS990/DeferredRevenueGrp/EOYAmt0830
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt02644
IRS990/Desc0TO PROVIDE HEALTH BENEFITS (MEDICAL, HOSPITAL, SURGICAL, MAJOR MEDICAL AND VISION) TO ALL ELIGIBLE PARTICIPANTS WORKING IN THE JURISDICTION OF SHEET METAL LOCAL 112 UNION.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EscrowAccountInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt017935
IRS990/FeesForServicesLegalGrp/TotalAmt014690
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt021806
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt09323
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt044.45
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt144.45
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.45
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.45
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.45
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.45
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.15
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.15
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.15
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.15
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.15
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.15
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt080422
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180422
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0DONALD J KRAFT SR
IRS990/Form990PartVIISectionAGrp/PersonNm1THOMAS HARRIS
IRS990/Form990PartVIISectionAGrp/PersonNm2CHARLES KRAGER
IRS990/Form990PartVIISectionAGrp/PersonNm3ARTHUR MORRELL
IRS990/Form990PartVIISectionAGrp/PersonNm4JAMES CAMPBELL
IRS990/Form990PartVIISectionAGrp/PersonNm5BILL BURGE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt098356
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt196310
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt215850
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt03861
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0246109
IRS990/GrossReceiptsAmt04009151
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt01438
IRS990/InsuranceGrp/TotalAmt03963
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt038942
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt038942
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0496695
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01027400
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt010740
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06395
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03751
IRS990/LandBldgEquipCostOrOtherBssAmt014491
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0242248
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE HEALTH BENEFITS (MEDICAL, HOSPITAL, SURGICAL, MAJOR MEDICAL AND VISION) TO ALL ELIGIBLE PARTICIPANTS WORKING IN THE JURISDICTION OF SHEET METAL LOCAL 112 UNION.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt04788252
IRS990/NetAssetsOrFundBalancesEOYAmt05752159
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt03861
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03861
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt047450
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt06924
IRS990/OfficeExpensesGrp/TotalAmt04854
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt021375
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE FEES
IRS990/OtherExpensesGrp/Desc1DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2PCORI FEES
IRS990/OtherExpensesGrp/TotalAmt015695
IRS990/OtherExpensesGrp/TotalAmt11520
IRS990/OtherExpensesGrp/TotalAmt2606
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt045045
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt03630
IRS990/PensionPlanContributionsGrp/TotalAmt016686
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt017690
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0185349
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0561000
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0ADMINISTRATIVE FEES
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt064644
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13616549
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt242907
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt064644
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13616549
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt242907
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt02464753
IRS990/PYInvestmentIncomeAmt037465
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt095110
IRS990/PYProgramServiceRevenueAmt03653000
IRS990/PYRevenuesLessExpensesAmt01043594
IRS990/PYSalariesCompEmpBnftPaidAmt087008
IRS990/PYTotalExpensesAmt02646871
IRS990/PYTotalRevenueAmt03690465
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0916457
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03339503
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03715417
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt03751
IRS990ScheduleD/EquipmentGrp/DepreciationAmt010740
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt014491
IRS990ScheduleD/ExpensesSubtotalAmt02850446
IRS990ScheduleD/NetUnrealizedGainsInvstAmt047450
IRS990ScheduleD/RevenueNotReportedAmt047450
IRS990ScheduleD/RevenueSubtotalAmt03766903
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03751
IRS990ScheduleD/TotalExpensesPerForm990Amt02850446
IRS990ScheduleD/TotalRevenuePerForm990Amt03766903
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03814353
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02850446
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt089474
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt189474
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt059189
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt159189
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt021233
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt121233
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt08882
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt16836
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DONALD J KRAFT SR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1THOMAS HARRIS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Trustee
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Trustee
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0178778
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1176732
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FUND ADMINISTRATOR REVIEWS 990 PRIOR TO FILING. 990 IS PRESENTED TO TRUSTEES AT THE NEXT REGULAR SCHEDULED MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NEW TRUSTEES ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS AVAILABLE UPON REQUEST FROM UNION OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd3false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd4false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd5false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd6false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd7false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd8false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd9false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd11false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd12false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd13false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd14false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd15false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd16false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd17false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd18false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd19false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd4N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd5N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd6N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd7N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd8N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd9N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd10N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd11N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd12N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd13N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd14N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd15N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd16N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd17N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd18N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd19N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd2NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd3NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd4NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd5NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd6NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd7NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd8PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd9NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd10NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd11NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd12NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd13NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd14NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd15WV
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd16NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd17NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd18NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd19NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt2CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt3CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt4CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt5CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt6CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt7CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt8CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt9CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt10CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt11CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt12CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt13CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt14CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt15CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt16CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt17CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt18CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt19CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0AIR FLOW TECH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1SOUTHERN TIER MECHANICAL LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2CHARLES F EVANS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3SOUTHERN TIER CUSTOM FABRICATORS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4CORNELL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5MECHANICAL TESTING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6WEATHERMASTER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7POSTER & JAECKLE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8R & G SHEET METAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9AW FARRELL & SON
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt10STAMPED FITTINGS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt11SMW 112
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt12NEW BRITAIN ROOFING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt13CROSBY-BROWNLIE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt14JOHN DANFORTH CO

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.$14.0$0.09$13.9$4.97$3.29$1.69
2023Detailed filing. Detailed filing data is available for this year.$12.1$0.06$12.0$4.32$3.26$1.06
2022Detailed filing. Detailed filing data is available for this year.$10.7$0.02$10.7$3.82$3.15$0.66
2021Detailed filing. Detailed filing data is available for this year.$10.6$0.01$10.6$4.51$3.00$1.51
2020Detailed filing. Detailed filing data is available for this year.$9.51$0.33$9.17$3.94$3.28$0.65
2019Detailed filing. Detailed filing data is available for this year.$8.42$0.30$8.12$4.19$2.92$1.27
2018Detailed filing. Detailed filing data is available for this year.$6.83$0.29$6.54$3.67$2.75$0.91
2017Detailed filing. Detailed filing data is available for this year.$6.04$0.29$5.75$3.77$2.85$0.92
2016Detailed filing. Detailed filing data is available for this year.$4.80$0.01$4.79$3.69$2.65$1.04
2015Detailed filing. Detailed filing data is available for this year.$3.75$0.01$3.73$3.86$2.82$1.04
2014Detailed filing. Detailed filing data is available for this year.$2.73$0.02$2.72$4.06$3.20$0.86
2013Detailed filing. Detailed filing data is available for this year.$1.87$0.01$1.86$3.82$3.47$0.35
2012Summary only. Only limited summary data is available for this year.$1.55$0.05$1.50$3.08$3.51$0.42
2011Summary only. Only limited summary data is available for this year.$2.53$0.60$1.93$2.76$3.33$0.58
2010Summary only. Only limited summary data is available for this year.$3.00$0.49$2.50$3.02$3.09$0.06