Civic Intelligence

International Union of Operating Engineers Local 409-409A School

990EZ • Fiscal year 2017 • EIN 16-6053305

Jul 01, 2016 to Jun 30, 2017 • Filed on Aug 10, 2017

Organization ProfileN/A
PO Box 366 Niagara St StationBuffalo, NY 14201

(716) 827-7949

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

49th percentile

4.2%

Higher net margin than 49% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Top Officer Pay

56th percentile

$2,136

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Asset Growth

53rd percentile

4.4%

Faster asset growth than 53% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

48th percentile

0.7%

Faster revenue growth than 48% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$138,818

Flat from 2017

Net Assets

$138,818

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin49th percentile

Revenue

Flat

$140,788

Flat from 2017

Expenses

Flat

$134,896

Flat from 2017

Net Income

Flat

$5,892

Flat from 2017

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$150K$100K$50K$0Assets 2012: $96,559Liabilities 2012: $0Net Assets 2012: $96,5592012Assets 2013: $130,650Liabilities 2013: $0Net Assets 2013: $130,6502013Assets 2014: $113,489Liabilities 2014: $0Net Assets 2014: $113,4892014Assets 2015: $123,465Net Assets 2015: $123,4652015Assets 2016: $132,926Net Assets 2016: $132,9262016Assets 2017: $138,818Net Assets 2017: $138,8182017Assets 2017: $138,818Liabilities 2017: $02017Assets 2018: $125,746Net Assets 2018: $125,7462018Assets 2019: $106,627Net Assets 2019: $106,6272019Assets 2020: $109,854Liabilities 2020: $0Net Assets 2020: $109,8542020Assets 2021: $105,189Liabilities 2021: $0Net Assets 2021: $105,1892021Assets 2022: $98,976Liabilities 2022: $02022Assets 2023: $105,593Liabilities 2023: $02023Assets 2025: $141,992Liabilities 2025: $0Net Assets 2025: $141,9922025

Highlighted filing

2017

Assets$138,818
Liabilities-
Net Assets$138,818
Open 2017 Filing

Operations Trend

Revenue Growth48th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2012: $103,481Expenses 2012: $94,859Net Income 2012: $8,6222012Revenue 2013: $130,771Expenses 2013: $132,573Net Income 2013: -$1,8022013Revenue 2014: $150,012Expenses 2014: $131,570Net Income 2014: $18,4422014Revenue 2015: $150,625Expenses 2015: $140,598Net Income 2015: $10,0272015Revenue 2016: $139,805Expenses 2016: $130,344Net Income 2016: $9,4612016Revenue 2017: $140,788Expenses 2017: $134,896Net Income 2017: $5,8922017Revenue 2017: $140,788Expenses 2017: $134,896Net Income 2017: $5,8922017Revenue 2018: $126,847Expenses 2018: $139,920Net Income 2018: -$13,0732018Revenue 2019: $113,641Expenses 2019: $132,760Net Income 2019: -$19,1192019Revenue 2020: $107,449Expenses 2020: $104,222Net Income 2020: $3,2272020Revenue 2021: $99,612Expenses 2021: $104,277Net Income 2021: -$4,6652021Revenue 2022: $98,104Expenses 2022: $104,318Net Income 2022: -$6,2142022Revenue 2023: $103,025Expenses 2023: $96,408Net Income 2023: $6,6172023Revenue 2025: $135,053Expenses 2025: $118,770Net Income 2025: $16,2832025

Highlighted filing

2017

Revenue$140,788
Expenses$134,896
Net Income$5,892
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Aug 10, 2017
Return Version
2016v3.0
Gross Receipts
$140,788
Mission and Program Overview

Mission

To protect, promote, and improve the working conditions of local 409 and union representation in arbitration and collective bargaining on behalf of its members.

To protect, promote, and improve the working conditions of local 409 and union representation in arbitration and collective bargaining on behalf of its members

Program Services

DescriptionGrantsExpenses
TO PROTECT, PROMOTE, AND IMPROVE THE WORKING CONDITIONS OF LOCAL 409 AND UNION REPRESENTATION IN ARBITRATION AND COLLECTIVE BARGAINING OF ITS MEMBERS.--
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARL MIDDIONEVice PresidePT$0$2,136$2,136
KENNETH SAWYERRecording SePT$0$2,136$2,136
WILLIAM SMITHTreasurerPT$0$2,136$2,136
JEFFREY LATHROPPresidentPT$0$1,843$1,843
GEORGE SAWYERFinancial SePT$0$1,843$1,843
LAWRENCE WILLIAMSAfl CIO ReprPT$0$1,843$1,843
Filing and Contact Details

Filer

Filer Name
Intnl Union of Operating Engineers
EIN
16-6053305
Phone
7168277949
Address
PO BOX 366 NIAGARA ST STATION, BUFFALO, NY 14201

Signing Officer

Name
William Smith
Title
Treasurer
Phone
7168277949
Signed
2017-08-10
Discuss with paid preparer
Yes

Preparer

Firm
Nowicki and Company Llp
Address
490 CENTER RD STE 300, WEST SENECA, NY 14224
Preparer
Laura M Geiger
Phone
7166816367
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Retirement party tickets 3,830 union picnic ticket sales 1,590 union shirt sales 601 total 6,021”

Form 990-ez, Part I, Line 16

“Expenses meeting hall - rental & refre 4,613 office expenses 9,439 total 14,052”

Form 990-ez, Part III

“To protect, promote, and improve the working conditions of local 409 and union representation in arbitration and collective bargaining on behalf of its members”

Raw XML Appendix117 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/BenefitsPaidToOrForMembersAmt029662
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0IUOE LOCAL 409
IRS990EZ/BooksInCareOfDetail/PhoneNum07168277949
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0575 HOPKINS STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BUFFALO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0142201142
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0132926
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0138818
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05892
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt075949
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0132926
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0138818
IRS990EZ/GrossReceiptsAmt0140788
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0126
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0134641
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0132926
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0138818
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0132926
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0138818
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt016.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt116.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt216.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt316.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt416.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt516.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt01843
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt12136
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt21843
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt32136
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt42136
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt51843
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JEFFREY LATHROP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CARL MIDDIONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GEORGE SAWYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KENNETH SAWYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4WILLIAM SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LAWRENCE WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FINANCIAL SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3RECORDING SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5AFL CIO REPR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt014052
IRS990EZ/OtherRevenueTotalAmt06021
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROTECT, PROMOTE, AND IMPROVE THE WORKING CONDITIONS OF LOCAL 409 AND UNION REPRESENTATION IN ARBITRATION AND COLLECTIVE BARGAINING ON BEHALF OF ITS MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROTECT, PROMOTE, AND IMPROVE THE WORKING CONDITIONS OF LOCAL 409 AND UNION REPRESENTATION IN ARBITRATION AND COLLECTIVE BARGAINING OF ITS MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt015233
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0134896
IRS990EZ/TotalRevenueAmt0140788
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0EXEMPT ORGAN
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RETIREMENT PARTY TICKETS 3,830 UNION PICNIC TICKET SALES 1,590 UNION SHIRT SALES 601 TOTAL 6,021
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES MEETING HALL - RENTAL & REFRE 4,613 OFFICE EXPENSES 9,439 TOTAL 14,052
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROTECT, PROMOTE, AND IMPROVE THE WORKING CONDITIONS OF LOCAL 409 AND UNION REPRESENTATION IN ARBITRATION AND COLLECTIVE BARGAINING ON BEHALF OF ITS MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07168277949
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INTNL UNION OF OPERATING ENGINEERS
ReturnHeader/Filer/BusinessNameControlTxt0INTN
ReturnHeader/Filer/EIN0166053305
ReturnHeader/Filer/PhoneNum07168277949
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 366 NIAGARA ST STATION
ReturnHeader/Filer/USAddress/CityNm0BUFFALO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014201
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06518D5A07E9F87647E6243325EBB8B74DE27A667
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06518D5A07E9F87647E6243325EBB8B74DE27A667
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161491885
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NOWICKI AND COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0490 CENTER RD STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST SENECA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014224
ReturnHeader/PreparerPersonGrp/PhoneNum07166816367
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA M GEIGER
ReturnHeader/ReturnTs02017-08-23T12:54:06-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$138,818
Liabilities
-
Net assets
$138,818
Revenue
$140,788
Expenses
$134,896
Net income
$5,892
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$1.35$1.19$0.16
2023Summary only. Only limited summary data is available for this year.$1.06$0.00$1.03$0.96$0.07
2022Summary only. Only limited summary data is available for this year.$0.99$0.00$0.98$1.04$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$1.00$1.04$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.10$1.07$1.04$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.07$1.07$1.14$1.33$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$1.26$1.27$1.40$0.13
2017Detailed filing. Detailed filing data is available for this year.$1.39$1.39$1.41$1.35$0.06
2017Summary only. Only limited summary data is available for this year.$1.39$0.00$1.41$1.35$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.33$1.33$1.40$1.30$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.23$1.23$1.51$1.41$0.10
2014Summary only. Only limited summary data is available for this year.$1.13$0.00$1.13$1.50$1.32$0.18
2013Summary only. Only limited summary data is available for this year.$1.31$0.00$1.31$1.31$1.33$0.02
2012Summary only. Only limited summary data is available for this year.$0.97$0.00$0.97$1.03$0.95$0.09
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)5 • <$500k nonprofits