Civic Intelligence

Local 68 Engineers Union Supplem-

990 • Fiscal year 2016 • EIN 22-3270952

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 27, 2017

14 Fairfield PlaceW Caldwell, NJ 07006

(973) 227-6426

Siviq Scores

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

Liabilities / Assets

11th percentile

0.00x

Higher debt load relative to assets than 11% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

13th percentile

0.01x

Higher debt load relative to revenue than 13% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Source year 2016

Net Margin

95th percentile

71%

Higher net margin than 95% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

36th percentile

$156,829

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

2016 filings • $25M-$50M nonprofits • Source year 2016

Asset Growth

32nd percentile

-0.9%

Faster asset growth than 32% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

36th percentile

-1.5%

Faster revenue growth than 36% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Annualized from 2015 to 2016

Assets

Down

$49,497,702

Down $456,043 (-0.9%) from 2015

Net Assets

Down

$49,464,441

Down $462,089 (-0.9%) from 2015

Liabilities

Up

$33,261

Up $6,046 (+22%) from 2015

Revenue

Down

$2,912,740

Down $44,653 (-1.5%) from 2015

Expenses

Down

$832,655

Down $120,908 (-13%) from 2015

Net Income

Up

$2,080,085

Up $76,255 (+3.8%) from 2015

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2010: $36,860,260Liabilities 2010: $42,988Net Assets 2010: $36,817,2722010Assets 2011: $38,616,106Liabilities 2011: $17,094Net Assets 2011: $38,599,0122011Assets 2012: $39,768,062Liabilities 2012: $14,877Net Assets 2012: $39,753,1852012Assets 2013: $43,086,241Liabilities 2013: $14,883Net Assets 2013: $43,071,3582013Assets 2014: $48,674,537Liabilities 2014: $15,281Net Assets 2014: $48,659,2562014Assets 2015: $49,953,745Liabilities 2015: $27,215Net Assets 2015: $49,926,5302015Assets 2016: $49,497,702Liabilities 2016: $33,261Net Assets 2016: $49,464,4412016Assets 2017: $53,860,780Liabilities 2017: $38,161Net Assets 2017: $53,822,6192017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2016

Assets$49,497,702
Liabilities$33,261
Net Assets$49,464,441

Operations Trend

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

$6.0M$4.0M$2.0M$0Revenue 2010: $3,774,372Expenses 2010: $905,934Net Income 2010: $2,868,4382010Revenue 2011: $2,069,166Expenses 2011: $578,365Net Income 2011: $1,490,8012011Revenue 2012: $4,023,323Expenses 2012: $769,053Net Income 2012: $3,254,2702012Revenue 2013: $2,230,812Expenses 2013: $1,002,722Net Income 2013: $1,228,0902013Revenue 2014: $3,416,491Expenses 2014: $925,222Net Income 2014: $2,491,2692014Revenue 2015: $2,957,393Expenses 2015: $953,563Net Income 2015: $2,003,8302015Revenue 2016: $2,912,740Expenses 2016: $832,655Net Income 2016: $2,080,0852016Revenue 2017: $2,933,268Expenses 2017: $929,416Net Income 2017: $2,003,8522017Revenue 2018: $2,070,233Expenses 2018: $285,404Net Income 2018: $1,784,8292018

Highlighted filing

2016

Revenue$2,912,740
Expenses$832,655
Net Income$2,080,085
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 27, 2017
Return Version
2015v3.0
Gross Receipts
$21,192,299
Mission and Program Overview

Mission

Supplemental unemployment & disability benefit fund

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$49,926,530$49,464,441▼ $462,089
Investments in Publicly Traded Securities$48,219,033$47,199,568▼ $1,019,465
Savings and Temporary Cash Investments$1,634,264$2,194,024▲ $559,760
Cash and Non-Interest-Bearing Accounts$100,448$104,110▲ $3,662
Total Assets$49,953,745$49,497,702▼ $456,043
Liabilities
Other Liabilities$27,215$33,261▲ $6,046
Total Liabilities$27,215$33,261▲ $6,046
Net Assets / Fund Balance
Total Net Assets Fund Balance$49,926,530$49,464,441▼ $462,089
Total Liabilities and Net Assets / Fund Balance$49,953,745$49,497,702▼ $456,043
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dolores CapetolaTrustee
Edward BoylanTrustee
Jose GarciaTrustee
Michael RappTrustee
Patrick GilraneTrustee
Robert MastersonTrustee
Thomas P GiblinAdministrati
Thomas P GiblinAdministrative Mgr
Chris RutonEmployee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$216,630
Investment Income
$2,696,110
Other Revenue
$0
Change in Net Assets
$2,080,085

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,912,740
Revenue Not Reported on Form 990
$-2,542,174
Total Revenue per Audited Statements
$370,566
Total Revenue per Form 990
$2,912,740
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$388,123
Salaries, Compensation, and Employee Benefits$26,875
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$417,657
Fees for Service Investment Mgmnt Fees---$281,065
Other Expenses---$59,004
Payroll Taxes---$26,875
Occupancy---$21,917
Fees for Services Accounting---$12,358
Fees for Services Legal---$6,000
Insurance---$4,341
Office Expenses---$3,438
Total Functional Expenses$0$0$0$832,655

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$832,655
Total Expenses per Audited Statements$832,655
Total Expenses per Form 990$832,655
International Activity

International Summary

Spending
$122,225

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
North AmericaInvestment-bonds---$122,225
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
Due to Related Funds for Expenses$30,886
Payroll Taxes Due$2,375
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
Yes
CEO compensation reviewed
Yes
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

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The form 990 is reviewed and signed by the plan administrator of the fund. In addition the board of trustees of the fund review and approve the filing at the next regularly scheduled trustee meeting.

Form 990, Page 6, Part VI, Line 15A

The compensation of the administrative manager is subject to the review and approval of the joint board of trustees. Currently the administrative manager is not being compensated by the fund.

Form 990, Page 6, Part VI, Line 19

The plan makes governing documents,policies and financial statements available to plan participants as required by law.

Filing and Contact Details

Filer

Filer Name
Local 68 Engineers Union Supplem-
EIN
22-3270952
Phone
9732276426
Address
14 FAIRFIELD PLACE, W CALDWELL, NJ 07006

Signing Officer

Name
Thomas P Giblin
Title
Administrative Mgr
Phone
9732276426
Signed
2017-01-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas P Giblin
Formed
1993
Legal Domicile
Nj
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Wasilewski & Keating Pc
Address
117 S MAPLE AVE, BASKING RIDGE, NJ 07920
Preparer
Paul F Keating
Phone
9089530919
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

The fund accounts for income taxes in accordance with the accounting standards codification (asc) topic income taxes. These provisions provide consistent guidance for the accounting for uncertainty in income taxes recognized in an entity's financial statements and prescribed a threshold of more likely than not for recognition and derecognition of tax positions taken or expected to be taken in a tax return. The fund performed an evaluation of uncertain tax positions for the year ended june 30, 2016 and determined that there were no matters that would require recognition in the financial statements or that may have an effect on its tax-exempt status. As of june 30, 2016, the statute of limitations for tax years 2012 through 2014 remains open with the u.s. Federal jurisdiction and the various states and local jurisdictions in which the fund files returns.

Raw XML AppendixShowing 400 of 410 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SUPPLEMENTAL UNEMPLOYMENT & DISABILITY BENEFIT FUND
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt0417657
IRS990/BooksInCareOfDetail/PersonNm0THE FUND
IRS990/BooksInCareOfDetail/PhoneNum09732276426
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt014 FAIRFIELD PL
IRS990/BooksInCareOfDetail/USAddress/CityNm0WEST CALDWELL
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd007006
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0100448
IRS990/CashNonInterestBearingGrp/EOYAmt0104110
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0true
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt0417657
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt02696110
IRS990/CYOtherExpensesAmt0388123
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0216630
IRS990/CYRevenuesLessExpensesAmt02080085
IRS990/CYSalariesCompEmpBnftPaidAmt026875
IRS990/CYTotalExpensesAmt0832655
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02912740
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0FUND PROVIDES SUPPLEMENTAL UNEMPLOYMENT & DISABILITY BENEFITS TO ELIGIBLE PLAN PARTICIPANTS PURSUANT TO A COLLECTIVE BARGAINING AGREEMENT.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/ExpenseAmt0832655
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt012358
IRS990/FeesForServicesLegalGrp/TotalAmt06000
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0281065
IRS990/ForeignActivitiesInd0true
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt14.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt24.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt34.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt44.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt54.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt613.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt735.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt75.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt755225
IRS990/Form990PartVIISectionAGrp/PersonNm0DOLORES CAPETOLA
IRS990/Form990PartVIISectionAGrp/PersonNm1EDWARD BOYLAN
IRS990/Form990PartVIISectionAGrp/PersonNm2JOSE GARCIA
IRS990/Form990PartVIISectionAGrp/PersonNm3ROBERT MASTERSON
IRS990/Form990PartVIISectionAGrp/PersonNm4PATRICK GILRANE
IRS990/Form990PartVIISectionAGrp/PersonNm5MICHAEL RAPP
IRS990/Form990PartVIISectionAGrp/PersonNm6THOMAS P GIBLIN
IRS990/Form990PartVIISectionAGrp/PersonNm7CHRIS RUTON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt7101604
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6ADMINISTRATI
IRS990/Form990PartVIISectionAGrp/TitleTxt7EMPLOYEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01993
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0404885
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt018684444
IRS990/GrossReceiptsAmt021192299
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt06
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt04341
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt02291225
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02291225
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt048219033
IRS990/InvestmentsPubTradedSecGrp/EOYAmt047199568
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NJ
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt018279559
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SUPPLEMENTAL UNEMPLOYMENT & DISABILITY BENEFIT FUND
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt049926530
IRS990/NetAssetsOrFundBalancesEOYAmt049464441
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0404885
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0404885
IRS990/NetUnrlzdGainsLossesInvstAmt0-2542174
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt021917
IRS990/OfficeExpensesGrp/TotalAmt03438
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0SHARED OFFICE EXPENSES
IRS990/OtherExpensesGrp/TotalAmt059004
IRS990/OtherLiabilitiesGrp/BOYAmt027215
IRS990/OtherLiabilitiesGrp/EOYAmt033261
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/TotalAmt026875
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0THOMAS P GIBLIN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0216630
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0216630
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0568383
IRS990/PYInvestmentIncomeAmt02483442
IRS990/PYOtherExpensesAmt0353844
IRS990/PYProgramServiceRevenueAmt0473951
IRS990/PYRevenuesLessExpensesAmt02003830
IRS990/PYSalariesCompEmpBnftPaidAmt031336
IRS990/PYTotalExpensesAmt0953563
IRS990/PYTotalRevenueAmt02957393
IRS990/ReconcilationRevenueExpnssAmt02080085
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt049926530
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt049464441
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01634264
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02194024
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0832655
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-2542174
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt030886
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12375
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED FUNDS FOR EXPENSES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL TAXES DUE
IRS990ScheduleD/RevenueNotReportedAmt0-2542174
IRS990ScheduleD/RevenueSubtotalAmt02912740
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FUND ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH THE ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBED A THRESHOLD OF MORE LIKELY THAN NOT FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE FUND PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED JUNE 30, 2016 AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. AS OF JUNE 30, 2016, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2012 THROUGH 2014 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE FUND FILES RETURNS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalExpensesPerForm990Amt0832655
IRS990ScheduleD/TotalLiabilityAmt033261
IRS990ScheduleD/TotalRevenuePerForm990Amt02912740
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0370566
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0832655
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt0122225
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0NORTH AMERICA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0INVESTMENT-BONDS
IRS990ScheduleF/BoycottCountriesInd0false
IRS990ScheduleF/ForeignCorpOwnershipInd0false
IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/GrantRecordsMaintainedInd0false
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/SubtotalSpentAmt0122225
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0NORTH AMERICA 0 122,225
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt1THE FUND OWNS BONDS ISSUED BY THE UNITED MEXICAN STATES FOR INVESTMENT PURPOSES. THE FAIR MARKET VALUE OF THIS INVESTMENT IS SHOWN ON SCHEDULE F, PART I, LINE 3, ITEM (1), COLUMN (F).
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE F, PAGE 1, PART I, LINE 3
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE F, PAGE 5, PART V
IRS990ScheduleF/TotalSpentAmt0122225
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0101604
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt039401
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt015824
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0EDWARD BOYLAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1ROBERT MASTERSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2PATRICK GILRANE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3THOMAS P GIBLIN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm4CHRIS RUTON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3ADMINISTRATIVE MGR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt4EMPLOYEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0156829
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THOMAS P. GIBLIN, ROBERT MASTERSON, EDWARD BOYLAN AND PATRICK GILRANE ARE EMPLOYEES OF IUOE LOCAL 68, AN UNRELATED ORGANIZATION PURSUANT TO IRS REGULATIONS. THEIR DUTIES AS EMPLOYEES OF IUOE LOCAL 68 INCLUDE SITTING ON THE JOINT BOARD OF TRUSTEES OF THE LOCAL 68 ENGINEERS UNION SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND. THEY ARE NOT COMPENSATED BY IUOE LOCAL 68 DIRECTLY FOR THIS RESPONSIBILITY. FORM 990 PART VII SECTION A LINE 1A- CHRIS RUTON IS AN EMPLOYEE OF THE LOCAL 68 ENGINEERS UNION WELFARE FUND BUT ALSO PERFORMS DUTIES FOR THE LOCAL 68 ENGINEERS UNION SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE J, PART III
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED AND SIGNED BY THE PLAN ADMINISTRATOR OF THE FUND. IN ADDITION THE BOARD OF TRUSTEES OF THE FUND REVIEW AND APPROVE THE FILING AT THE NEXT REGULARLY SCHEDULED TRUSTEE MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE COMPENSATION OF THE ADMINISTRATIVE MANAGER IS SUBJECT TO THE REVIEW AND APPROVAL OF THE JOINT BOARD OF TRUSTEES. CURRENTLY THE ADMINISTRATIVE MANAGER IS NOT BEING COMPENSATED BY THE FUND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PLAN MAKES GOVERNING DOCUMENTS,POLICIES AND FINANCIAL STATEMENTS AVAILABLE TO PLAN PARTICIPANTS AS REQUIRED BY LAW.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd3false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt3NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0LOCAL 68 ENGINEERS UNION WELFARE FD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1LOCAL 68 ENGINEERS UNION ANNUITY FD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2LOCAL 68 ENGINEERS UNION PENSION FD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3LOCAL 68 ENGINEERS UNION EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0221550500
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1226289939
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2510176618
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3226066637
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501C9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501C9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0WELFARE FD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1RETIRE PLN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2RETIRE PLN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt02
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt014 FAIRFIELD PLACE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt114 FAIRFIELD PLACE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt214 FAIRFIELD PLACE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt314 FAIRFIELD PLACE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WEST CALDWELL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1WEST CALDWELL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2WEST CALDWELL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3WEST CALDWELL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd007006
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd107006
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd207006
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd307006
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0true
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt044013
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt153493
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACTUAL
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1ACTUAL
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0LOCAL 68 ENG WELFARE FUND
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1LOCAL 68 ENG WELFARE FUND
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0P
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1O
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt049953745
IRS990/TotalAssetsEOYAmt049497702
IRS990/TotalAssetsGrp/BOYAmt049953745
IRS990/TotalAssetsGrp/EOYAmt049497702
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0832655
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt027215
IRS990/TotalLiabilitiesEOYAmt033261
IRS990/TotalLiabilitiesGrp/BOYAmt027215
IRS990/TotalLiabilitiesGrp/EOYAmt033261
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt049926530
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt049464441
IRS990/TotalOtherCompensationAmt055225
IRS990/TotalProgramServiceExpensesAmt0832655
IRS990/TotalProgramServiceRevenueAmt0216630
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02912740
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02912740
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt049953745
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt049497702
IRS990/TotReportableCompRltdOrgAmt0101604
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.IUOE-68.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS P GIBLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADMINISTRATIVE MGR
ReturnHeader/BusinessOfficerGrp/PhoneNum09732276426
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCAL 68 ENGINEERS UNION SUPPLEM-
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ENTAL UNEMPLOYMENT BENEFIT FUND
ReturnHeader/Filer/BusinessNameControlTxt0LOCA
ReturnHeader/Filer/EIN0223270952
ReturnHeader/Filer/PhoneNum09732276426
ReturnHeader/Filer/USAddress/AddressLine1Txt014 FAIRFIELD PLACE
ReturnHeader/Filer/USAddress/CityNm0W CALDWELL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007006
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0222676761
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WASILEWSKI & KEATING PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0117 S MAPLE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BASKING RIDGE

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings