Civic Intelligence

Sheet Metal Workers Local 27 Educational Trust Fund

990 • Fiscal year 2013 • EIN 22-2568877

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 31, 2014

Organization ProfileWWW.SMWLU27.ORG/FUNDS.HTML

View Organization Page

PO Box 84707727-0847

(732) 919-1988

Siviq Scores

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

Liabilities / Assets

51st percentile

0.04x

Higher debt load relative to assets than 51% of similar nonprofits.

2013 filings • NTEE B • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.05x

Higher debt load relative to revenue than 59% of similar nonprofits.

2013 filings • NTEE B • $500k-$1M nonprofits • Source year 2013

Net Margin

11th percentile

-29%

Higher net margin than 11% of similar nonprofits.

2013 filings • NTEE B • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

96th percentile

$224,584

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 34.6% of source-year revenue.

2013 filings • NTEE B • $500k-$1M nonprofits • Source year 2013

Asset Growth

10th percentile

-19%

Faster asset growth than 10% of similar nonprofits.

2013 filings • NTEE B • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets51st percentile

Assets

Down

$867,855

Down $199,890 (-19%) from 2012

Net Assets

Down

$835,905

Down $196,984 (-19%) from 2012

Liabilities

Down

$31,950

Down $2,906 (-8.3%) from 2012

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin11th percentile

Revenue

$648,428

No earlier filing loaded for comparison.

Expenses

Down

$836,359

Down $53,964 (-6.1%) from 2012

Net Income

-$187,931

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,617,510Liabilities 2010: $35,977Net Assets 2010: $1,581,5332010Assets 2011: $1,346,717Liabilities 2011: $44,273Net Assets 2011: $1,302,4442011Assets 2012: $1,067,745Liabilities 2012: $34,856Net Assets 2012: $1,032,8892012Assets 2013: $867,855Liabilities 2013: $31,950Net Assets 2013: $835,9052013Assets 2014: $845,124Liabilities 2014: $33,135Net Assets 2014: $811,9892014Assets 2015: $946,652Liabilities 2015: $37,329Net Assets 2015: $909,3232015Assets 2016: $1,129,986Liabilities 2016: $42,497Net Assets 2016: $1,087,4892016Assets 2017: $1,389,461Liabilities 2017: $49,354Net Assets 2017: $1,340,1072017Assets 2018: $1,613,651Liabilities 2018: $484,690Net Assets 2018: $1,128,9612018Assets 2019: $1,732,507Liabilities 2019: $436,015Net Assets 2019: $1,296,4922019Assets 2020: $1,682,464Liabilities 2020: $347,081Net Assets 2020: $1,335,3832020Assets 2021: $1,700,706Liabilities 2021: $198,112Net Assets 2021: $1,502,5942021Assets 2022: $1,844,597Liabilities 2022: $373,613Net Assets 2022: $1,470,9842022Assets 2023: $2,068,726Liabilities 2023: $408,956Net Assets 2023: $1,659,7702023Assets 2024: $2,062,627Liabilities 2024: $281,571Net Assets 2024: $1,781,0562024

Highlighted filing

2013

Assets$867,855
Liabilities$31,950
Net Assets$835,905
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $859,5792010Expenses 2011: $894,2942011Expenses 2012: $890,3232012Revenue 2013: $648,428Expenses 2013: $836,359Net Income 2013: -$187,9312013Revenue 2014: $717,594Expenses 2014: $740,505Net Income 2014: -$22,9112014Revenue 2015: $841,122Expenses 2015: $722,261Net Income 2015: $118,8612015Revenue 2016: $1,013,495Expenses 2016: $832,596Net Income 2016: $180,8992016Revenue 2017: $1,098,794Expenses 2017: $866,159Net Income 2017: $232,6352017Revenue 2018: $1,370,880Expenses 2018: $1,204,033Net Income 2018: $166,8472018Revenue 2019: $1,386,093Expenses 2019: $1,270,188Net Income 2019: $115,9052019Revenue 2020: $1,110,652Expenses 2020: $1,114,807Net Income 2020: -$4,1552020Revenue 2021: $1,377,560Expenses 2021: $1,206,362Net Income 2021: $171,1982021Revenue 2022: $1,391,614Expenses 2022: $1,302,339Net Income 2022: $89,2752022Revenue 2023: $1,478,657Expenses 2023: $1,365,540Net Income 2023: $113,1172023Revenue 2024: $1,490,923Expenses 2024: $1,406,168Net Income 2024: $84,7552024

Highlighted filing

2013

Revenue$648,428
Expenses$836,359
Net Income-$187,931
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 31, 2014
Return Version
2013v3.0
Gross Receipts
$922,472
Mission and Program Overview

Mission

To provide educational programs and instruction for journeymen and apprentices accepted into the apprentice program.

Education and training of union apprentices and members

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,032,889$835,905▼ $196,984
Land, Buildings, and Equipment, Net$314,735$284,200▼ $30,535
Investments in Publicly Traded Securities$392,914$192,330▼ $200,584
Cash and Non-Interest-Bearing Accounts$117,352$140,514▲ $23,162
Accounts Receivable$66,531$66,831▲ $300
Savings and Temporary Cash Investments$29,326$54,615▲ $25,289
Prepaid Expenses and Deferred Charges$5,101$6,152▲ $1,051
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,067,745$867,855▼ $199,890
Other Assets Total$141,786$123,213▼ $18,573
Liabilities
Accounts Payable and Accrued Expenses$34,856$31,950▼ $2,906
Total Liabilities$34,856$31,950▼ $2,906
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,032,889$835,905▼ $196,984
Total Liabilities and Net Assets / Fund Balance$1,067,745$867,855▼ $199,890

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$230,478$196,969$427,447
Equipment$53,722$332,648$386,370
Other Assets Org$32,812--
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andrew C CaccholiTraining CoordinatorFT$152,265$72,319$224,584
Robert M JacksonFund AdministratorFT$135,625$86,130$221,755
Fred J OlitaFull Time InstructorFT$125,298$62,305$187,603

Board Members and Trustees

NameTitle
Brian E KikerTrustee
George H BrittonTrustee
Gerard EzyskeTrustee
Gerard Hogan IiiTrustee
Joseph Sykes JrTrustee
Thomas DebartoloTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$627,683
Investment Income
$20,062
Other Revenue
$683
Change in Net Assets
$-187,931

Audited Revenue Reconciliation

Revenue per Audited Statements
$645,428
Revenue Not Reported on Financial Statements
$3,000
Revenue Not Reported on Form 990
$-9,053
Total Revenue per Audited Statements
$636,375
Total Revenue per Form 990
$648,428
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$705,404
Other Expenses$130,955
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---$287,890
Pension Plan Contributions---$156,578
Other Salaries and Wages---$147,394
Other Employee Benefits---$81,827
Occupancy---$72,539
Payroll Taxes---$31,715
Depreciation Depletion---$30,535
Fees for Services Legal---$29,063
Fees for Services Accounting---$15,389
Insurance---$15,188
Travel---$13,005
Other Expenses---$11,284
Office Expenses---$10,694
Advertising---$5,810
Fees for Service Investment Mgmnt Fees---$3,000
Conferences and Meetings---$-3,477
All Other Expenses---$-203,930
Total Functional Expenses$0$0$0$836,359

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$836,359
Expenses per Audited Statements$833,359
Total Expenses per Audited Statements$833,359
Expenses Not Reported on Financial Statements$3,000
Expenses Not Reported on Form 990$0
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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, Section B, Line 11

“The form 990 will be reviewed, approved and signed by a trustee prior to filing, but will be presented to the entire board of trustees after filing.”

Form 990, Part VI, Section C, Line 19

“All governing documents, policies and financial statements are available for the participants of the fund to review at the fund office.”

Form 990, Part VII

“Brian e kiker - po box 1487, pleasantville, nj 08232. Gerard ezyske - 897 south avenue, middlesex, nj 08846. Gerard hogan iii - 385 lexington avenue, east brunswick, nj 08816.”

Filing and Contact Details

Filer

EIN
22-2568877
Phone
7329191988

Signing Officer

Name
Joseph W Sykes Jr
Title
Trustee / President
Phone
7329191988
Signed
2014-07-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrew Caccholi
Formed
1984
Legal Domicile
Nj
Voting Board Members
6
Independent Board Members
6
Employees
9
Volunteers
0

Preparer

Preparer
Chris a Foust CPA
Phone
6098234621
Supplemental Narrative

Additional Explanations

Form 990 Part IX - Statement of Functional Expenses, Line 24E Other Expense

“The following expenses are included in line 24e: amortization expense of leasehold improvements - $10,990 training - $575 dues and subscriptions - $1,285 apprentice contests - $350 less: allocation of fund administrator payroll costs to other funds - $(217,130) total line 24e - all other expenses - $(203,930)”

FORM 990, PART XII, LINE 2C:

“The board of trustees has responsibility for overseeing the audit and for the selection of the independent auditor.”

Financial Statement Notes

PART X, LINE 2:

“U.s. Gaap requires plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of december 31, 2013, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan administrator believes it is no longer subject to income tax examinations for years prior to 2010.”

Raw XML AppendixShowing 400 of 432 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.

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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0512442
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1115241
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt041098
IRS990/PYOtherExpensesAmt0106463
IRS990/PYOtherRevenueAmt0273
IRS990/PYProgramServiceRevenueAmt0554365
IRS990/PYRevenuesLessExpensesAmt0-294587
IRS990/PYSalariesCompEmpBnftPaidAmt0783860
IRS990/PYTotalExpensesAmt0890323
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0595736
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-187931
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01032889
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0835905
IRS990/SavingsAndTempCashInvstGrp/BOYAmt029326
IRS990/SavingsAndTempCashInvstGrp/EOYAmt054615
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt053722
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0332648
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0386370
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt03000
IRS990ScheduleD/ExpensesSubtotalAmt0833359
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt03000
IRS990ScheduleD/InvestmentExpensesNotIncldAmt03000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0230478
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0196969
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0427447
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-9053
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt076927
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt18678
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2168
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt34628
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt432812
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0LEASEHOLD INTEREST
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DUE FROM SHEET METAL WORKERS SUB FUND
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2ACCRUED DIVIDENDS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3DUE FROM SHEET METAL WORKERS ANNUITY FUND
IRS990ScheduleD/OtherAssetsOrgGrp/Desc4DUE FROM SHEET METAL WORKERS HEALTH & WELFARE FUND
IRS990ScheduleD/RevenueNotReportedAmt0-9053
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt03000
IRS990ScheduleD/RevenueSubtotalAmt0645428
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0U.S. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2013, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2010.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0284200
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0123213
IRS990ScheduleD/TotalExpensesPerForm990Amt0836359
IRS990ScheduleD/TotalRevenuePerForm990Amt0648428
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0636375
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0833359
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0152265
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1135625
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2125298
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt047879
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt161690
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt240685
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt024440
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt124440
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt221620
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ANDREW C CACCHOLI
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1ROBERT M JACKSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2FRED J OLITA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRAINING COORDINATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1FUND ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2FULL TIME INSTRUCTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0224584
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1221755
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt2187603
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt20
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WILL BE REVIEWED, APPROVED AND SIGNED BY A TRUSTEE PRIOR TO FILING, BUT WILL BE PRESENTED TO THE ENTIRE BOARD OF TRUSTEES AFTER FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE FOR THE PARTICIPANTS OF THE FUND TO REVIEW AT THE FUND OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BRIAN E KIKER - PO BOX 1487, PLEASANTVILLE, NJ 08232. GERARD EZYSKE - 897 SOUTH AVENUE, MIDDLESEX, NJ 08846. GERARD HOGAN III - 385 LEXINGTON AVENUE, EAST BRUNSWICK, NJ 08816.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FOLLOWING EXPENSES ARE INCLUDED IN LINE 24E: AMORTIZATION EXPENSE OF LEASEHOLD IMPROVEMENTS - $10,990 TRAINING - $575 DUES AND SUBSCRIPTIONS - $1,285 APPRENTICE CONTESTS - $350 LESS: ALLOCATION OF FUND ADMINISTRATOR PAYROLL COSTS TO OTHER FUNDS - $(217,130) TOTAL LINE 24E - ALL OTHER EXPENSES - $(203,930)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF TRUSTEES HAS RESPONSIBILITY FOR OVERSEEING THE AUDIT AND FOR THE SELECTION OF THE INDEPENDENT AUDITOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VII
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990 PART IX - STATEMENT OF FUNCTIONAL EXPENSES, LINE 24E OTHER EXPENSE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01067745
IRS990/TotalAssetsEOYAmt0867855
IRS990/TotalAssetsGrp/BOYAmt01067745
IRS990/TotalAssetsGrp/EOYAmt0867855
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt09
IRS990/TotalFunctionalExpensesGrp/TotalAmt0836359
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt034856
IRS990/TotalLiabilitiesEOYAmt031950
IRS990/TotalLiabilitiesGrp/BOYAmt034856
IRS990/TotalLiabilitiesGrp/EOYAmt031950
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01032889
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0835905
IRS990/TotalOtherCompensationAmt0220754
IRS990/TotalProgramServiceRevenueAmt0627683
IRS990/TotalReportableCompFromOrgAmt0413188
IRS990/TotalRevenueGrp/ExclusionAmt05267
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0643161
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0648428
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01067745
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0867855
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt013005
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10PO BOX 847
IRS990/USAddress/City0FARMINGDALE
IRS990/USAddress/State0NJ
IRS990/USAddress/ZIPCode0077270847
IRS990/VotingMembersGoverningBodyCnt06

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$867,855
Liabilities
$31,950
Net assets
$835,905
Revenue
$648,428
Expenses
$836,359
Net income
-$187,931
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.06$0.28$1.78$1.49$1.41$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.41$1.66$1.48$1.37$0.11
2022Detailed filing. Detailed filing data is available for this year.$1.84$0.37$1.47$1.39$1.30$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.70$0.20$1.50$1.38$1.21$0.17
2020Detailed filing. Detailed filing data is available for this year.$1.68$0.35$1.34$1.11$1.11$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.73$0.44$1.30$1.39$1.27$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.48$1.13$1.37$1.20$0.17
2017Detailed filing. Detailed filing data is available for this year.$1.39$0.05$1.34$1.10$0.87$0.23
2016Summary only. Only limited summary data is available for this year.$1.13$0.04$1.09$1.01$0.83$0.18
2015Detailed filing. Detailed filing data is available for this year.$0.95$0.04$0.91$0.84$0.72$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.85$0.03$0.81$0.72$0.74$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.87$0.03$0.84$0.65$0.84$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$0.03$1.03$0.89
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$0.04$1.30$0.89
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.62$0.04$1.58$0.86