Civic Intelligence

Iron Workers Local 399 Vacation Fund

990 • Fiscal year 2019 • EIN 22-2978334

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 06, 2019

Organization ProfileN/A

View Organization Page

26 E Fleming PikeHammonton, NJ 08037

(856) 456-9018

Siviq Scores

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

Liabilities / Assets

90th percentile

0.80x

Higher debt load relative to assets than 90% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

78th percentile

0.12x

Higher debt load relative to revenue than 78% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Net Margin

35th percentile

-0.8%

Higher net margin than 35% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

92nd percentile

$276,536

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 7.0% of source-year revenue.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Asset Growth

15th percentile

-19%

Faster asset growth than 15% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

30th percentile

-4.2%

Faster revenue growth than 30% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$615,463

Down $147,401 (-19%) from 2018

Net Assets

Down

$123,409

Down $30,016 (-20%) from 2018

Liabilities

Down

$492,054

Down $117,385 (-19%) from 2018

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin35th percentile

Revenue

Down

$3,977,148

Down $174,559 (-4.2%) from 2018

Expenses

Down

$4,007,164

Down $126,631 (-3.1%) from 2018

Net Income

Down

-$30,016

Down $47,928 (-268%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2019

Assets$615,463
Liabilities$492,054
Net Assets$123,409
Open 2019 Filing

Operations Trend

Revenue Growth30th 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

2019

Revenue$3,977,148
Expenses$4,007,164
Net Income-$30,016
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 6, 2019
Return Version
2018v3.1
Gross Receipts
$3,977,148
Mission and Program Overview

Mission

To provide vacation benefits to its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$611,536$464,031▼ $147,505
Cash and Non-Interest-Bearing Accounts$151,078$151,432▲ $354
Rtn Earn Endowment Incm Other Fnds$153,425$123,409▼ $30,016
Prepaid Expenses and Deferred Charges$250--
Total Assets$762,864$615,463▼ $147,401
Liabilities
Other Liabilities$604,639$487,254▼ $117,385
Accounts Payable and Accrued Expenses$4,800$4,800→ $0
Total Liabilities$609,439$492,054▼ $117,385
Net Assets / Fund Balance
Total Net Assets Fund Balance$153,425$123,409▼ $30,016
Total Liabilities and Net Assets / Fund Balance$762,864$615,463▼ $147,401
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeOtherTotal
Richard SweeneyUnion TrusteePT$276,536$276,536
Paul LenkowskiUnion TrusteePT$249,532$249,532
Gary BrownUnion TrusteePT$233,472$233,472

Board Members and Trustees

NameTitle
Fred ArcherEmployer Trustee
Joseph MerlinoEmployer Trustee
Michael BarronEmployer Trustee
Gary Brown-
Paul Lenkowski-
Richard Sweeney-
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,976,408
Investment Income
$740
Other Revenue
$0
Change in Net Assets
$-30,016

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,977,148
Total Revenue per Audited Statements
$3,977,148
Total Revenue per Form 990
$3,977,148
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$62,310
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$0--$3,944,854
Other Expenses$0$0$0$37,119
Fees for Services Accounting$0$0$0$12,450
Insurance$0$0$0$11,829
Fees for Services Legal$0$0$0$912
Total Functional Expenses$0$0$0$4,007,164

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,124,549
Total Expenses per Audited Statements$4,124,549
Total Expenses per Form 990$4,007,164
Expenses Not Reported on Financial Statements$-117,385
Other Expense Adjustments$-117,385
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Vacation Benefits Payable$487,254
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

Filer Name
Iron Workers Local 399 Vacation Fund
EIN
22-2978334
Phone
8564569018
Address
26 E FLEMING PIKE, HAMMONTON, NJ 08037

Signing Officer

Name
Richard Sweeney
Title
President
Phone
8564569018
Signed
2019-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Sweeney
Formed
1989
Legal Domicile
Nj
Voting Board Members
6
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Fischer Dorwart Pc
Address
16 W VASSAR ROAD, AUDUBON, NJ 08106
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.”

Pt XI

“Transfer due to merger”

Financial Statement Notes

Pt XII, Line 4B

“Change in benefits obligations.”

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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/ExplanationTxt3Transfer due to merger
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt XI
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1Iron Workers Local 399 Annuity Fund
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ReturnHeader/BuildTS02020-09-23 17:36:50Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Richard Sweeney
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ReturnHeader/BusinessOfficerGrp/PhoneNum08564569018
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-06
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$615,463
Liabilities
$492,054
Net assets
$123,409
Revenue
$3,977,148
Expenses
$4,007,164
Net income
-$30,016
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
2019Detailed filing. Detailed filing data is available for this year.$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. 2019 filings • 501(c)9 • $1M-$5M nonprofits