Civic Intelligence

Summit Fmba Local #54

EIN 22-2381896 • 501(c)5 • Summit, NJ

Profile

The organization was established to further the interests of its membership by seeking improved terms and conditions of employment, to render moral and material aid to members as needed, to provide representation and/or counsel in legal proceedings, and to promote social and fraternal activities.

Pobox 511Summit, NJ 07902

n/A

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)5 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)5 • <$500k nonprofits • Source year 2023

Net Margin

16th percentile

-20%

Higher net margin than 16% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2023

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

501(c)5 • <$500k nonprofits • Source year 2023

Asset Growth

17th percentile

-19%

Faster asset growth than 17% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

10th percentile

-33%

Faster revenue growth than 10% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$51,097

Down $12,277 (-19%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$51,097

Down $12,277 (-19%) from 2022

Operations
Liabilities / Revenue60th percentileNet Margin16th percentile

Revenue

Down

$60,780

Down $29,494 (-33%) from 2022

Expenses

Down

$73,057

Down $8,550 (-10%) from 2022

Net Income

Down

-$12,277

Down $20,944 (-242%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth17th percentile

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

$150K$100K$50K$0Assets 2010: $93,137Net Assets 2010: $93,1372010Assets 2011: $107,988Net Assets 2011: $107,9882011Assets 2012: $118,270Net Assets 2012: $118,2702012Assets 2013: $104,172Net Assets 2013: $104,1722013Assets 2014: $79,559Net Assets 2014: $79,5592014Assets 2015: $82,423Liabilities 2015: $0Net Assets 2015: $82,4232015Assets 2017: $72,103Liabilities 2017: $0Net Assets 2017: $72,1032017Assets 2019: $41,141Liabilities 2019: $0Net Assets 2019: $41,1412019Assets 2020: $57,619Liabilities 2020: $0Net Assets 2020: $57,6192020Assets 2021: $54,707Liabilities 2021: $0Net Assets 2021: $54,7072021Assets 2022: $63,374Liabilities 2022: $0Net Assets 2022: $63,3742022Assets 2023: $51,097Liabilities 2023: $0Net Assets 2023: $51,0972023

Highlighted filing

2023

Assets$51,097
Liabilities$0
Net Assets$51,097
Open 2023 Filing

Operations Trend

Revenue Growth10th percentile

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

$100K$50K$0-$50KRevenue 2010: $81,356Expenses 2010: $83,854Net Income 2010: -$2,4982010Revenue 2011: $66,136Expenses 2011: $51,285Net Income 2011: $14,8512011Revenue 2012: $71,648Expenses 2012: $61,366Net Income 2012: $10,2822012Revenue 2013: $62,015Expenses 2013: $76,113Net Income 2013: -$14,0982013Revenue 2014: $39,586Expenses 2014: $64,199Net Income 2014: -$24,6132014Revenue 2015: $85,983Expenses 2015: $83,119Net Income 2015: $2,8642015Revenue 2017: $68,296Expenses 2017: $66,549Net Income 2017: $1,7472017Revenue 2019: $62,035Expenses 2019: $70,228Net Income 2019: -$8,1932019Revenue 2020: $68,494Expenses 2020: $52,016Net Income 2020: $16,4782020Revenue 2021: $67,755Expenses 2021: $70,667Net Income 2021: -$2,9122021Revenue 2022: $90,274Expenses 2022: $81,607Net Income 2022: $8,6672022Revenue 2023: $60,780Expenses 2023: $73,057Net Income 2023: -$12,2772023

Highlighted filing

2023

Revenue$60,780
Expenses$73,057
Net Income-$12,277
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,097
Liabilities
$0
Net assets
$51,097
Revenue
$60,780
Expenses
$73,057
Net income
-$12,277
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.61$0.73$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.90$0.82$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.68$0.71$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.68$0.52$0.16
2019Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.62$0.70$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.68$0.67$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.86$0.83$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.80$0.80$0.40$0.64$0.25
2013Detailed filing. Detailed filing data is available for this year.$1.04$1.04$0.62$0.76$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$1.18$0.72$0.61$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$1.08$0.66$0.51$0.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.93$0.81$0.84$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 21, 2024
Return Version
2023v5.0
Gross Receipts
$60,780
Mission and Program Overview

Mission

The organization was established to further the interests of its membership by seeking improved terms and conditions of employment, to render moral and material aid to members as needed, to provide representation and/or counsel in legal proceedings, and to promote social and fraternal activities.

Program Services

DescriptionGrantsExpenses
TO FURTHER THE INTERESTS OF ITS MEMBERSHIP BY SEEKING IMPROVED TERMS AND CONDITIONS OF EMPLOYMENT, TO RENDER MORAL AND MATERIAL AID TO MEMBERS AS NEEDED, TO PROVIDE REPRESENTATION AND/OR COUNSEL IN LEGAL PROCEEDINGS, AND TO PROMOTE SOCIAL AND FRATERNAL ACTIVITIES.$0$0
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN TAVISPresidentPT$0--
DWIGHT NICHOLSVice PresidentPT$0--
THOMAS KIRKLANDTreasurerPT$0--
ADAM OARESecretaryPT$0--
CHRISTOPHER ESPOSITODelegatePT$0--
Filing and Contact Details

Filer

Filer Name
SUMMIT FMBA LOCAL #54
EIN
22-2381896
Phone
9085229664
Address
POBOX 511, SUMMIT, NJ 07902

Signing Officer

Name
Thomas Kirkland
Title
Treasurer
Phone
9085229664
Signed
2024-03-21
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES ADVISORY LLC
Address
20 COMMERCE DRIVE SUITE 301, CRANFORD, NJ 07016-3618
Preparer
Edmond Brady
Phone
9082726200
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 27.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: charitable contributions. Grantee name: multiple. Amount given: 3,101. Total included on form 990-ez, line 10: 3,101.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: conventions, conferences, and meetings. Amount: 7,710. Description: officers expenses. Amount: 160. Description: officer allowances. Amount: 10,250. Description: office expense. Amount: 1,411. Description: mailing expense. Amount: 8,998. Total to form 990-ez, line 16: 28,529.”

Raw XML Appendix129 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt036336
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THOMAS KIRKLAND TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum09085229664
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0396 BROAD ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SUMMIT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd007901
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt063374
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt051097
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt020500
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-12277
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05091
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt063374
IRS990EZ/Form990TotalAssetsGrp/EOYAmt051097
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03101
IRS990EZ/GrossReceiptsAmt060780
IRS990EZ/GroupExemptionNum03408
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt027
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt027949
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt063374
IRS990EZ/NetAssetsOrFundBalancesEOYAmt051097
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt063374
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt051097
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRIAN TAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DWIGHT NICHOLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2THOMAS KIRKLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ADAM OARE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHRISTOPHER ESPOSITO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DELEGATE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt028529
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION WAS ESTABLISHED TO FURTHER THE INTERESTS OF ITS MEMBERSHIP BY SEEKING IMPROVED TERMS AND CONDITIONS OF EMPLOYMENT, TO RENDER MORAL AND MATERIAL AID TO MEMBERS AS NEEDED, TO PROVIDE REPRESENTATION AND/OR COUNSEL IN LEGAL PROCEEDINGS, AND TO PROMOTE SOCIAL AND FRATERNAL ACTIVITIES.
IRS990EZ/ProgramServiceRevenueAmt012304
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO FURTHER THE INTERESTS OF ITS MEMBERSHIP BY SEEKING IMPROVED TERMS AND CONDITIONS OF EMPLOYMENT, TO RENDER MORAL AND MATERIAL AID TO MEMBERS AS NEEDED, TO PROVIDE REPRESENTATION AND/OR COUNSEL IN LEGAL PROCEEDINGS, AND TO PROMOTE SOCIAL AND FRATERNAL ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt073057
IRS990EZ/TotalRevenueAmt060780
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 27.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: CHARITABLE CONTRIBUTIONS. GRANTEE NAME: MULTIPLE. AMOUNT GIVEN: 3,101. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 3,101.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: CONVENTIONS, CONFERENCES, AND MEETINGS. AMOUNT: 7,710. DESCRIPTION: OFFICERS EXPENSES. AMOUNT: 160. DESCRIPTION: OFFICER ALLOWANCES. AMOUNT: 10,250. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 1,411. DESCRIPTION: MAILING EXPENSE. AMOUNT: 8,998. TOTAL TO FORM 990-EZ, LINE 16: 28,529.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS KIRKLAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09085229664
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUMMIT FMBA LOCAL #54
ReturnHeader/Filer/BusinessNameControlTxt0SUMM
ReturnHeader/Filer/EIN0222381896
ReturnHeader/Filer/PhoneNum09085229664
ReturnHeader/Filer/USAddress/AddressLine1Txt0POBOX 511
ReturnHeader/Filer/USAddress/CityNm0SUMMIT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007902
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0873231666
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PKF O'CONNOR DAVIES ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020 COMMERCE DRIVE SUITE 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CRANFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0070163618
ReturnHeader/PreparerPersonGrp/PhoneNum09082726200
ReturnHeader/PreparerPersonGrp/PreparationDt02024-03-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDMOND BRADY
ReturnHeader/ReturnTs02024-03-21T17:34:25-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THOMAS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KIRKLAND
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.