Civic Intelligence

Ua Local 524 Education Fund

990 • Fiscal year 2016 • EIN 23-7218430

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 11, 2016

Organization ProfileNA
711 Corey StScranton, PA 18505

(570) 347-9214

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

2016 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

38th percentile

0.01x

Higher debt load relative to revenue than 38% of similar nonprofits.

2016 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2016

Net Margin

6th percentile

-18%

Higher net margin than 6% of similar nonprofits.

2016 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2016

Asset Growth

21st percentile

-2.6%

Faster asset growth than 21% of similar nonprofits.

2016 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

74th percentile

10%

Faster revenue growth than 74% of similar nonprofits.

2016 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$2,903,102

Down $78,371 (-2.6%) from 2015

Net Assets

Down

$2,900,124

Down $77,182 (-2.6%) from 2015

Liabilities

Down

$2,978

Down $1,189 (-29%) from 2015

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin6th percentile

Revenue

Up

$418,566

Up $38,865 (+10%) from 2015

Expenses

Down

$495,748

Down $3,447 (-0.7%) from 2015

Net Income

Up

-$77,182

Up $42,312 (+35%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2015: $2,981,473Liabilities 2015: $4,167Net Assets 2015: $2,977,3062015Assets 2016: $2,903,102Liabilities 2016: $2,978Net Assets 2016: $2,900,1242016Assets 2017: $2,842,254Liabilities 2017: $4,047Net Assets 2017: $2,838,2072017Assets 2018: $3,229,428Liabilities 2018: $660Net Assets 2018: $3,228,7682018Assets 2019: $3,375,425Liabilities 2019: $1,415Net Assets 2019: $3,374,0102019Assets 2020: $3,325,768Liabilities 2020: $1,081Net Assets 2020: $3,324,6872020Assets 2021: $3,186,822Liabilities 2021: $2,469Net Assets 2021: $3,184,3532021Assets 2022: $3,084,294Liabilities 2022: $3,240Net Assets 2022: $3,081,0542022Assets 2023: $2,754,394Liabilities 2023: $887Net Assets 2023: $2,753,5072023Assets 2024: $2,566,048Liabilities 2024: $1,518Net Assets 2024: $2,564,5302024

Highlighted filing

2016

Assets$2,903,102
Liabilities$2,978
Net Assets$2,900,124
Open 2016 Filing

Operations Trend

Revenue Growth74th percentile

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

$1.0M$500K$0-$500KRevenue 2015: $379,701Expenses 2015: $499,195Net Income 2015: -$119,4942015Revenue 2016: $418,566Expenses 2016: $495,748Net Income 2016: -$77,1822016Revenue 2017: $466,221Expenses 2017: $528,138Net Income 2017: -$61,9172017Revenue 2018: $906,954Expenses 2018: $516,393Net Income 2018: $390,5612018Revenue 2019: $693,411Expenses 2019: $548,169Net Income 2019: $145,2422019Revenue 2020: $436,684Expenses 2020: $486,007Net Income 2020: -$49,3232020Revenue 2021: $341,931Expenses 2021: $482,265Net Income 2021: -$140,3342021Revenue 2022: $433,900Expenses 2022: $537,199Net Income 2022: -$103,2992022Revenue 2023: $495,314Expenses 2023: $822,861Net Income 2023: -$327,5472023Revenue 2024: $506,248Expenses 2024: $695,225Net Income 2024: -$188,9772024

Highlighted filing

2016

Revenue$418,566
Expenses$495,748
Net Income-$77,182
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 11, 2016
Return Version
2015v2.1
Gross Receipts
$418,566
Mission and Program Overview

Mission

To provide for the creation and operation of a program for the selection & training of pipefitter apprentices.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,977,306$2,900,124▼ $77,182
Savings and Temporary Cash Investments$2,857,177$2,765,847▼ $91,330
Land, Buildings, and Equipment, Net$56,497$69,145▲ $12,648
Cash and Non-Interest-Bearing Accounts$67,799$68,110▲ $311
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,981,473$2,903,102▼ $78,371
Liabilities
Accounts Payable and Accrued Expenses$4,167$2,978▼ $1,189
Total Liabilities$4,167$2,978▼ $1,189
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,977,306$2,900,124▼ $77,182
Total Liabilities and Net Assets / Fund Balance$2,981,473$2,903,102▼ $78,371

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$24,632$6,158-
Equipment$44,513$158,355-
Compensation and Service Providers
Top Officer Pay16th percentile

Board Members and Trustees

NameTitle
Dominic YannuzziEmployer Trustee
Joe MarxEmployer Trustee
John MeehanEmployer Trustee
Steve WeinbergerEmployer Trustee
Bruce JonesUnion Trustee
Pat DolanUnion Trustee
Richard ElliottUnion Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$374,665
Investment Income
$4,003
Other Revenue
$39,898
Change in Net Assets
$-77,182
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$249,872
Other Expenses$245,876
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$160,867
Other Expenses---$64,416
Occupancy---$48,000
Pension Plan Contributions---$47,682
Other Employee Benefits---$23,608
Fees for Services Legal---$19,704
Depreciation Depletion---$18,142
Payroll Taxes---$17,715
Insurance---$11,304
Fees for Services Accounting---$10,327
Office Expenses---$8,196
Total Functional Expenses$0$0$0$495,748
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
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
No
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 was reviewed by the organization prior to its filing.”

Form 990, Part VI, Section C, Line 19

“The organizations financial documents are available upon request at the local union office.”

Filing and Contact Details

Filer

Filer Name
Ua Local 524 Education Fund
EIN
23-7218430
Phone
5703479214
Address
711 COREY ST, SCRANTON, PA 18505

Signing Officer

Name
Pat Dolan
Title
Trustee
Phone
5703479214
Signed
2016-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pat Dolan
Formed
1973
Legal Domicile
Pa
Voting Board Members
7
Independent Board Members
0
Employees
9
Volunteers
0

Preparer

Firm
Salter & Company LLC
Address
4600 EAST-WEST HIGHWAY SUITE 300, BETHESDA, MD 20814-3415
Preparer
Michael E Warshaw CPA
Phone
3018307400
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accpeted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken an uncertain position that more than likely would not be sustained upon examination by the internal revenue service. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix312 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCPETED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE THAN LIKELY WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WAS REVIEWED BY THE ORGANIZATION PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATIONS FINANCIAL DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE LOCAL UNION OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
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 XII, LINE 2C:
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAT DOLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05703479214
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UA LOCAL 524 EDUCATION FUND
ReturnHeader/Filer/BusinessNameControlTxt0UALO
ReturnHeader/Filer/EIN0237218430
ReturnHeader/Filer/PhoneNum05703479214
ReturnHeader/Filer/USAddress/AddressLine1Txt0711 COREY ST
ReturnHeader/Filer/USAddress/CityNm0SCRANTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018505
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208078757
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SALTER & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04600 EAST-WEST HIGHWAY SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0208143415
ReturnHeader/PreparerPersonGrp/PhoneNum03018307400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL E WARSHAW CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-11T07:47:13-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,903,102
Liabilities
$2,978
Net assets
$2,900,124
Revenue
$418,566
Expenses
$495,748
Net income
-$77,182
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.57$0.00$2.56$0.51$0.70$0.19
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.75$0.00$2.75$0.50$0.82$0.33
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.08$0.00$3.08$0.43$0.54$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.19$0.00$3.18$0.34$0.48$0.14
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.33$0.00$3.32$0.44$0.49$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.38$0.00$3.37$0.69$0.55$0.15
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.23$0.00$3.23$0.91$0.52$0.39
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.84$0.00$2.84$0.47$0.53$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.42$0.50$0.08
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.98$0.00$2.98$0.38$0.50$0.12
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)5 • $1M-$5M nonprofits