Civic Intelligence

Iuoe Local 158 Training Fund

990 • Fiscal year 2015 • EIN 22-2549231

Jan 01, 2015 to Dec 31, 2015 • Filed on Mar 29, 2016

Organization ProfileN/A
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

29th percentile

0.02x

Higher debt load relative to assets than 29% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

45th percentile

0.08x

Higher debt load relative to revenue than 45% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

78th percentile

19%

Higher net margin than 78% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

84th percentile

$149,509

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 15.2% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

52nd percentile

1.1%

Faster asset growth than 52% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

29th percentile

-5.2%

Faster revenue growth than 29% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$4,779,810

Up $53,691 (+1.1%) from 2014

Net Assets

Up

$4,696,418

Up $63,618 (+1.4%) from 2014

Liabilities

Down

$83,392

Down $9,927 (-11%) from 2014

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin78th percentile

Revenue

Down

$982,139

Down $53,360 (-5.2%) from 2014

Expenses

Up

$797,934

Up $122,694 (+18%) from 2014

Net Income

Down

$184,205

Down $176,054 (-49%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$15M$10M$5.0M$0Assets 2010: $3,351,820Liabilities 2010: $19,970Net Assets 2010: $3,331,8502010Assets 2011: $3,722,890Liabilities 2011: $137,828Net Assets 2011: $3,585,0622011Assets 2012: $3,975,246Liabilities 2012: $117,838Net Assets 2012: $3,857,4082012Assets 2013: $4,422,191Liabilities 2013: $103,660Net Assets 2013: $4,318,5312013Assets 2014: $4,726,119Liabilities 2014: $93,319Net Assets 2014: $4,632,8002014Assets 2015: $4,779,810Liabilities 2015: $83,392Net Assets 2015: $4,696,4182015Assets 2016: $4,764,074Liabilities 2016: $35,194Net Assets 2016: $4,728,8802016Assets 2017: $5,052,125Liabilities 2017: $99,792Net Assets 2017: $4,952,3332017Assets 2018: $4,589,384Liabilities 2018: $24,950Net Assets 2018: $4,564,4342018Assets 2019: $4,594,968Liabilities 2019: $122,573Net Assets 2019: $4,472,3952019Assets 2020: $4,406,402Liabilities 2020: $98,058Net Assets 2020: $4,308,3442020Assets 2021: $9,577,490Liabilities 2021: $126,072Net Assets 2021: $9,451,4182021Assets 2022: $9,017,637Liabilities 2022: $102,725Net Assets 2022: $8,914,9122022Assets 2023: $9,206,523Liabilities 2023: $57,084Net Assets 2023: $9,149,4392023Assets 2024: $10,290,126Liabilities 2024: $76,747Net Assets 2024: $10,213,3792024

Highlighted filing

2015

Assets$4,779,810
Liabilities$83,392
Net Assets$4,696,418
Open 2015 Filing

Operations Trend

Revenue Growth29th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $700,9482010Expenses 2011: $629,5832011Revenue 2012: $884,437Expenses 2012: $623,106Net Income 2012: $261,3312012Revenue 2013: $1,065,309Expenses 2013: $579,563Net Income 2013: $485,7462013Revenue 2014: $1,035,499Expenses 2014: $675,240Net Income 2014: $360,2592014Revenue 2015: $982,139Expenses 2015: $797,934Net Income 2015: $184,2052015Revenue 2016: $818,902Expenses 2016: $856,716Net Income 2016: -$37,8142016Revenue 2017: $1,114,962Expenses 2017: $949,266Net Income 2017: $165,6962017Revenue 2018: $763,176Expenses 2018: $1,032,861Net Income 2018: -$269,6852018Revenue 2019: $819,568Expenses 2019: $1,017,161Net Income 2019: -$197,5932019Revenue 2020: $769,216Expenses 2020: $981,672Net Income 2020: -$212,4562020Revenue 2021: $2,898,773Expenses 2021: $1,795,419Net Income 2021: $1,103,3542021Revenue 2022: $2,116,828Expenses 2022: $2,409,918Net Income 2022: -$293,0902022Revenue 2023: $2,660,371Expenses 2023: $2,532,404Net Income 2023: $127,9672023Revenue 2024: $3,572,569Expenses 2024: $2,545,735Net Income 2024: $1,026,8342024

Highlighted filing

2015

Revenue$982,139
Expenses$797,934
Net Income$184,205
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 29, 2016
Return Version
2015v2.0
Gross Receipts
$1,132,672
Mission and Program Overview

Mission

Provides apprentice training, skill improvement, and safety education to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,632,800$4,696,418▲ $63,618
Investments in Publicly Traded Securities$2,523,741$2,507,025▼ $16,716
Land, Buildings, and Equipment, Net$1,438,117$1,704,289▲ $266,172
Savings and Temporary Cash Investments$522,021$452,970▼ $69,051
Accounts Receivable$221,658$94,158▼ $127,500
Prepaid Expenses and Deferred Charges$20,432$21,218▲ $786
Cash and Non-Interest-Bearing Accounts$150$150→ $0
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$4,726,119$4,779,810▲ $53,691
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$65,600$51,733▼ $13,867
Accounts Payable and Accrued Expenses$22,649$26,589▲ $3,940
Deferred Revenue$5,070$5,070→ $0
Total Liabilities$93,319$83,392▼ $9,927
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,632,800$4,696,418▲ $63,618
Total Liabilities and Net Assets / Fund Balance$4,726,119$4,779,810▲ $53,691

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$919,938$1,268,625$2,188,563
Buildings$276,444$202,527$478,971
Land$434,812-$434,812
Other Land Buildings$73,095$49,795$122,890
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM f GRAY IVTraining DirectorFT$94,074$55,435$149,509

Board Members and Trustees

NameTitle
Daniel J McgrawChair/un Tr
Robert JonesUnion Trustee
Eugene HallockEmployer Trust
Todd HelfrichEMPloyer TRust
Revenue and Support

Revenue Composition

Contributions and Grants
$15,500
Program Service Revenue
$843,425
Investment Income
$111,047
Other Revenue
$12,167
All Other Contributions
$15,500
Change in Net Assets
$184,205

Audited Revenue Reconciliation

Revenue per Audited Statements
$976,942
Revenue Not Reported on Financial Statements
$5,197
Revenue Not Reported on Form 990
$-120,587
Total Revenue per Audited Statements
$856,355
Total Revenue per Form 990
$982,139
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$461,906
Salaries, Compensation, and Employee Benefits$336,028
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$166,872$3,963-$170,835
Current Officers, Directors, Trustees, and Key Employees$149,509--$149,509
Other Salaries and Wages$104,367--$104,367
Pension Plan Contributions$46,096--$46,096
Insurance$26,719$12,697-$39,416
Other Expenses$36,662$41,421-$36,662
Payroll Taxes$19,153--$19,153
Fees for Services Accounting-$18,500-$18,500
Other Employee Benefits$16,903--$16,903
Occupancy$7,541$8,873-$16,414
Fees for Services Legal-$15,708-$15,708
Office Expenses$1,429$5,922-$7,351
All Other Expenses$7,132--$7,132
Fees for Service Investment Mgmnt Fees-$5,197-$5,197
Conferences and Meetings$4,367--$4,367
Travel$1,960--$1,960
Interest$1,364--$1,364
Total Functional Expenses$685,653$112,281$0$797,934

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$797,934
Expenses per Audited Statements$792,737
Total Expenses per Audited Statements$792,737
Expenses Not Reported on Financial Statements$5,197
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
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
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The form 990 was prepared in coordination with a trustee who oversees the fund's daily activities. Once complete, the form was provided to and reviewed by the board of trustees prior to submission.”

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

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

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

“The fund's governing documents, conflict of interest policy and financial statements are available to all participants upon request. Documents are available to the public to the extent required by law.”

Filing and Contact Details

Filer

Filer Name
Local 106 Training & Apprenticeship Fund
EIN
22-2549231
Phone
5184310600
Address
44 HANNAY LANE, GLENMONT, NY 12077

Signing Officer

Name
Daniel J Mcgraw
Title
Chair/un Trustee
Signed
2016-03-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel J Mcgraw
Formed
1984
Legal Domicile
Ny
Voting Board Members
4
Independent Board Members
4
Employees
4

Preparer

Firm
Schultheis & Panettieri LLP
Address
210 Marcus Boulevard, Hauppauge, NY 11788-3740
Preparer
Carol Westfall
Phone
6312734778
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IRS990/OtherExpensesGrp/TotalAmt053778
IRS990/OtherExpensesGrp/TotalAmt142391
IRS990/OtherExpensesGrp/TotalAmt240831
IRS990/OtherExpensesGrp/TotalAmt336662
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IRS990/OtherSalariesAndWagesGrp/TotalAmt0104367
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IRS990/PayrollTaxesGrp/ProgramServicesAmt019153
IRS990/PayrollTaxesGrp/TotalAmt019153
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt046096
IRS990/PensionPlanContributionsGrp/TotalAmt046096
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt020432
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt021218
IRS990/PrincipalOfficerNm0DANIEL J MCGRAW
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IRS990/ProgramServiceRevenueGrp/BusinessCd1531120
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYERS CONTRIB.
IRS990/ProgramServiceRevenueGrp/Desc1RENT FROM AFFIL. ORG
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt134032
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt134032
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IRS990/PYExcessBenefitTransInd0false
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IRS990/PYOtherExpensesAmt0358765
IRS990/PYOtherRevenueAmt025823
IRS990/PYProgramServiceRevenueAmt0928679
IRS990/PYRevenuesLessExpensesAmt0360259
IRS990/PYSalariesCompEmpBnftPaidAmt0316475
IRS990/PYTotalExpensesAmt0675240
IRS990/PYTotalRevenueAmt01035499
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0184205
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt012167
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt04632800
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt04696418
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0522021
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0452970
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt015500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt015500
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0141094
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0123103
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt059835
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt062196
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0809393
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0894405
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0942206
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0824602
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0827530
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt04298136
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0157246
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0141094
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt059835
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt062196
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0543474
IRS990ScheduleA/InvestmentIncomeCYPct00.11190
IRS990ScheduleA/InvestmentIncomePYPct00.10010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.88810
IRS990ScheduleA/PublicSupportPY509Pct00.89990
IRS990ScheduleA/PublicSupportTotal509Amt04313636
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0824602
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0827530
IRS990ScheduleA/Total509Grp/TotalAmt04313636
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0982139
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01035499
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01065309
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0884437
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0889726
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04857110
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleD/BuildingsGrp/BookValueAmt0276444
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IRS990ScheduleD/EquipmentGrp/BookValueAmt0919938
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01268625
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IRS990ScheduleD/LandGrp/BookValueAmt0434812
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0434812
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WAS PREPARED IN COORDINATION WITH A TRUSTEE WHO OVERSEES THE FUND'S DAILY ACTIVITIES. ONCE COMPLETE, THE FORM WAS PROVIDED TO AND REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY WITH THE TRUSTEES AND ACKNOWLEDGEMENTS ARE SIGNED BY THE TRUSTEES AND EMPLOYEES AND RETURNED TO THE OFFICE MANAGER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FUND'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO ALL PARTICIPANTS UPON REQUEST. DOCUMENTS ARE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW.
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
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IRS990/TotalEmployeeCnt04

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Filings

Displayed year

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

Open filing
Assets
$4,779,810
Liabilities
$83,392
Net assets
$4,696,418
Revenue
$982,139
Expenses
$797,934
Net income
$184,205
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.3$0.08$10.2$3.57$2.55$1.03
2023Detailed filing. Detailed filing data is available for this year.$9.21$0.06$9.15$2.66$2.53$0.13
2022Detailed filing. Detailed filing data is available for this year.$9.02$0.10$8.91$2.12$2.41$0.29
2021Detailed filing. Detailed filing data is available for this year.$9.58$0.13$9.45$2.90$1.80$1.10
2020Detailed filing. Detailed filing data is available for this year.$4.41$0.10$4.31$0.77$0.98$0.21
2019Detailed filing. Detailed filing data is available for this year.$4.59$0.12$4.47$0.82$1.02$0.20
2018Detailed filing. Detailed filing data is available for this year.$4.59$0.02$4.56$0.76$1.03$0.27
2017Detailed filing. Detailed filing data is available for this year.$5.05$0.10$4.95$1.11$0.95$0.17
2016Detailed filing. Detailed filing data is available for this year.$4.76$0.04$4.73$0.82$0.86$0.04
2015Detailed filing. Detailed filing data is available for this year.$4.78$0.08$4.70$0.98$0.80$0.18
2014Detailed filing. Detailed filing data is available for this year.$4.73$0.09$4.63$1.04$0.68$0.36
2013Detailed filing. Detailed filing data is available for this year.$4.42$0.10$4.32$1.07$0.58$0.49
2012Summary only. Only limited summary data is available for this year.$3.98$0.12$3.86$0.88$0.62$0.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.72$0.14$3.59$0.63
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.35$0.02$3.33$0.70