Civic Intelligence

Iron Workers Local 399 Vacation Fund

990 • Fiscal year 2014 • EIN 22-2978334

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 10, 2015

Organization ProfileN/A

View Organization Page

409 Crown Point Road08093

(856) 456-9018

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.97x

Higher debt load relative to assets than 93% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

77th percentile

0.15x

Higher debt load relative to revenue than 77% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2014

Net Margin

41st percentile

-0.3%

Higher net margin than 41% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

90th percentile

$225,061

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 14.1% of source-year revenue.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2014

Asset Growth

48th percentile

1.6%

Faster asset growth than 48% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

32nd percentile

-4.7%

Faster revenue growth than 32% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2011 to 2014

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$251,344

Up $4,054 (+1.6%) from 2013

Net Assets

Down

$8,645

Down $4,189 (-33%) from 2013

Liabilities

Up

$242,699

Up $8,243 (+3.5%) from 2013

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin41st percentile

Revenue

$1,600,899

No earlier filing loaded for comparison.

Expenses

Up

$1,605,088

Up $12,123 (+0.8%) from 2013

Net Income

-$4,189

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$800K$600K$400K$200K$0Assets 2011: $136,982Liabilities 2011: $101,659Net Assets 2011: $35,3232011Assets 2012: $249,596Liabilities 2012: $225,276Net Assets 2012: $24,3202012Assets 2013: $247,290Liabilities 2013: $234,456Net Assets 2013: $12,8342013Assets 2014: $251,344Liabilities 2014: $242,699Net Assets 2014: $8,6452014Assets 2015: $202,840Liabilities 2015: $197,895Net Assets 2015: $4,9452015Assets 2016: $331,634Liabilities 2016: $323,355Net Assets 2016: $8,2792016Assets 2017: $283,535Liabilities 2017: $271,276Net Assets 2017: $12,2592017Assets 2018: $762,864Liabilities 2018: $609,439Net Assets 2018: $153,4252018Assets 2019: $615,463Liabilities 2019: $492,054Net Assets 2019: $123,4092019Assets 2020: $581,610Liabilities 2020: $445,311Net Assets 2020: $136,2992020Assets 2021: $374,642Liabilities 2021: $225,448Net Assets 2021: $149,1942021Assets 2022: $465,240Liabilities 2022: $303,666Net Assets 2022: $161,5742022Assets 2023: $7,127Liabilities 2023: $65Net Assets 2023: $7,0622023

Highlighted filing

2014

Assets$251,344
Liabilities$242,699
Net Assets$8,645
Open 2014 Filing

Operations Trend

Revenue Growth32nd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,849,599Expenses 2011: $1,859,807Net Income 2011: -$10,2082011Expenses 2012: $2,233,3332012Expenses 2013: $1,592,9652013Revenue 2014: $1,600,899Expenses 2014: $1,605,088Net Income 2014: -$4,1892014Revenue 2015: $1,712,219Expenses 2015: $1,715,919Net Income 2015: -$3,7002015Revenue 2016: $2,355,588Expenses 2016: $2,352,254Net Income 2016: $3,3342016Revenue 2017: $2,051,168Expenses 2017: $2,047,188Net Income 2017: $3,9802017Revenue 2018: $4,151,707Expenses 2018: $4,133,795Net Income 2018: $17,9122018Revenue 2019: $3,977,148Expenses 2019: $4,007,164Net Income 2019: -$30,0162019Revenue 2020: $3,506,526Expenses 2020: $3,493,636Net Income 2020: $12,8902020Revenue 2021: $3,082,296Expenses 2021: $3,069,401Net Income 2021: $12,8952021Revenue 2022: $1,838,030Expenses 2022: $1,825,650Net Income 2022: $12,3802022Revenue 2023: $6,949Expenses 2023: $161,461Net Income 2023: -$154,5122023

Highlighted filing

2014

Revenue$1,600,899
Expenses$1,605,088
Net Income-$4,189
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 10, 2015
Return Version
2013v4.0
Gross Receipts
$1,600,899
Mission and Program Overview

Mission

To provide vacation benefits to its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$223,329$232,506▲ $9,177
Cash and Non-Interest-Bearing Accounts$23,711$18,588▼ $5,123
Rtn Earn Endowment Incm Other Fnds$12,834$8,645▼ $4,189
Prepaid Expenses and Deferred Charges$250$250→ $0
Total Assets$247,290$251,344▲ $4,054
Liabilities
Other Liabilities$229,956$238,199▲ $8,243
Accounts Payable and Accrued Expenses$4,500$4,500→ $0
Total Liabilities$234,456$242,699▲ $8,243
Net Assets / Fund Balance
Total Net Assets Fund Balance$12,834$8,645▼ $4,189
Total Liabilities and Net Assets / Fund Balance$247,290$251,344▲ $4,054
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Richard SweeneyUnion TrusteePT$225,061$225,061

Board Members and Trustees

NameTitle
GINO D'ASTUTOEmployer Trustee
Michael KowalchickEmployer Trustee
Robert SweeneyUnion Trustee
Richard Sweeney-
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,600,852
Investment Income
$47
Other Revenue
$0
Change in Net Assets
$-4,189

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,600,899
Total Revenue per Audited Statements
$1,600,899
Total Revenue per Form 990
$1,600,899
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$11,809
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$1,593,279
Other Expenses---$6,744
Fees for Services Accounting---$4,500
Fees for Services Legal---$500
Insurance---$65
Total Functional Expenses$0$0$0$1,605,088

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,605,088
Expenses per Audited Statements$1,597,030
Total Expenses per Audited Statements$1,597,030
Expenses Not Reported on Financial Statements$8,058
Other Expense Adjustments$8,058
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Vacation Benefits Payable$231,390
Due to Local 399 Annuity Fund$6,809
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

EIN
22-2978334
Phone
8564569018

Signing Officer

Name
Richard Sweeney
Title
Trustee
Phone
8564569018
Signed
2015-02-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Sweeney
Formed
1989
Legal Domicile
Nj
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Preparer
Stephen M Dorwart
Phone
8563100990
Supplemental Narrative

Additional Explanations

Pt VI, Line 2

“Robert & Richard Sweeney are Father and Son.”

Pt VI, Line 11B

“The 990 is reviewed by the responsible officer before signing.”

Pt VI, Line 19

“The documents are made available at the Fund office.”

Raw XML Appendix330 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Robert & Richard Sweeney are Father and Son.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The 990 is reviewed by the responsible officer before signing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The documents are made available at the Fund office.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 2
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IRS990/TotalLiabilitiesBOYAmt0234456
IRS990/TotalLiabilitiesEOYAmt0242699
IRS990/TotalLiabilitiesGrp/BOYAmt0234456
IRS990/TotalLiabilitiesGrp/EOYAmt0242699
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt012834
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08645
IRS990/TotalOtherCompensationAmt085413
IRS990/TotalProgramServiceRevenueAmt01600852
IRS990/TotalRevenueGrp/ExclusionAmt047
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01600852
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01600899
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0247290
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0251344
IRS990/TotReportableCompRltdOrgAmt0139648
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10409 CROWN POINT ROAD
IRS990/USAddress/City0WESTVILLE
IRS990/USAddress/State0NJ
IRS990/USAddress/ZIPCode008093
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD SWEENEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08564569018
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10IRON WORKERS LOCAL 399 VACATION FUND
ReturnHeader/Filer/BusinessNameControlTxt0IRON
ReturnHeader/Filer/EIN0222978334
ReturnHeader/Filer/PhoneNum08564569018
ReturnHeader/Filer/USAddress/AddressLine10409 CROWN POINT ROAD
ReturnHeader/Filer/USAddress/City0WESTVILLE
ReturnHeader/Filer/USAddress/State0NJ
ReturnHeader/Filer/USAddress/ZIPCode008093
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10FISCHER DORWART PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1016 W VASSAR ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0AUDUBON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode008106
ReturnHeader/PreparerPersonGrp/PhoneNum08563100990
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN M DORWART
ReturnHeader/ReturnTs02015-02-12T06:40:54-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$251,344
Liabilities
$242,699
Net assets
$8,645
Revenue
$1,600,899
Expenses
$1,605,088
Net income
-$4,189
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.01$0.00$0.01$0.01$0.16$0.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.30$0.16$1.84$1.83$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.23$0.15$3.08$3.07$0.01
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.45$0.14$3.51$3.49$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.49$0.12$3.98$4.01$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.61$0.15$4.15$4.13$0.02
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.27$0.01$2.05$2.05$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.33$0.32$0.01$2.36$2.35$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.20$0.20$0.00$1.71$1.72$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.25$0.24$0.01$1.60$1.61$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.23$0.01$1.59
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.23$0.02$2.23
2011Summary only. Only limited summary data is available for this year.$0.14$0.10$0.04$1.85$1.86$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)9 • $1M-$5M nonprofits