Civic Intelligence

Iron Workers Local 399 Vacation Fund

990 • Fiscal year 2020 • EIN 22-2978334

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 13, 2020

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

92nd percentile

0.77x

Higher debt load relative to assets than 92% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

77th percentile

0.13x

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

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Net Margin

41st percentile

0.4%

Higher net margin than 41% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

92nd percentile

$274,183

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 7.8% of source-year revenue.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Asset Growth

23rd percentile

-5.5%

Faster asset growth than 23% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

30th percentile

-12%

Faster revenue growth than 30% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Down

$581,610

Down $33,853 (-5.5%) from 2019

Net Assets

Up

$136,299

Up $12,890 (+10%) from 2019

Liabilities

Down

$445,311

Down $46,743 (-9.5%) from 2019

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin41st percentile

Revenue

Down

$3,506,526

Down $470,622 (-12%) from 2019

Expenses

Down

$3,493,636

Down $513,528 (-13%) from 2019

Net Income

Up

$12,890

Up $42,906 (+143%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2020

Assets$581,610
Liabilities$445,311
Net Assets$136,299
Open 2020 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

2020

Revenue$3,506,526
Expenses$3,493,636
Net Income$12,890
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 13, 2020
Return Version
2019v5.1
Gross Receipts
$3,506,526
Mission and Program Overview

Mission

To provide vacation benefits to its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$464,031$407,595▼ $56,436
Cash and Non-Interest-Bearing Accounts$151,432$174,015▲ $22,583
Rtn Earn Endowment Incm Other Fnds$123,409$136,299▲ $12,890
Total Assets$615,463$581,610▼ $33,853
Liabilities
Other Liabilities$487,254$439,811▼ $47,443
Accounts Payable and Accrued Expenses$4,800$5,500▲ $700
Total Liabilities$492,054$445,311▼ $46,743
Net Assets / Fund Balance
Total Net Assets Fund Balance$123,409$136,299▲ $12,890
Total Liabilities and Net Assets / Fund Balance$615,463$581,610▼ $33,853
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeOtherTotal
Richard SweeneyUnion TrusteePT$274,183$274,183
Gary BrownUnion TrusteePT$255,695$255,695
Greg FerrettiUnion TrusteePT$253,868$253,868
Paul LenkowskiUnion TrusteePT$10,380$10,380

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,505,702
Investment Income
$824
Other Revenue
$0
Change in Net Assets
$12,890

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,506,526
Total Revenue per Audited Statements
$3,506,526
Total Revenue per Form 990
$3,506,526
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$15,349
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--$3,478,287
Other Expenses$0$0$0$8,568
Fees for Services Accounting$0$0$0$6,200
Fees for Services Legal$0$0$0$581
Total Functional Expenses$0$0$0$3,493,636

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,541,079
Total Expenses per Audited Statements$3,541,079
Total Expenses per Form 990$3,493,636
Expenses Not Reported on Financial Statements$-47,443
Other Expense Adjustments$-47,443
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$439,811
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
2020-11-13
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.”

Raw XML AppendixShowing 400 of 408 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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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1GARY BROWN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2GREG FERRETTI
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IRS990ScheduleJ/SeverancePaymentInd0false
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IRS990/ScheduleORequiredInd0true
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt XI
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt3NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Iron Workers Local Union 399
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1Iron Workers Local 399 Annuity Fund
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2Iron Workers Local 399 Target Fund
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3Iron Workers Local 399 Apprentice Fund
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1401(a)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(c)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(c)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NJ
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2Target Benefit Fund
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3Apprentice Training Program
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1409 Crown Point Road
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2409 Crown Point Road
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt3409 Crown Point Road
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Westville
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1Westville
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IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Richard Sweeney
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08564569018
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IRON WORKERS LOCAL 399 VACATION FUND
ReturnHeader/Filer/BusinessNameControlTxt0IRON
ReturnHeader/Filer/EIN0222978334
ReturnHeader/Filer/PhoneNum08564569018
ReturnHeader/Filer/USAddress/AddressLine1Txt026 E FLEMING PIKE
ReturnHeader/Filer/USAddress/CityNm0HAMMONTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008037
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FISCHER DORWART PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016 W VASSAR ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUDUBON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008106

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$581,610
Liabilities
$445,311
Net assets
$136,299
Revenue
$3,506,526
Expenses
$3,493,636
Net income
$12,890
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
2020Detailed filing. Detailed filing data is available for this year.$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. 2020 filings • 501(c)9 • $1M-$5M nonprofits