Civic Intelligence

Ua Local 524 Education Fund

990 • Fiscal year 2017 • EIN 23-7218430

Jul 01, 2016 to Jun 30, 2017 • Filed on Dec 08, 2017

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

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

41st percentile

0.01x

Higher debt load relative to revenue than 41% of similar nonprofits.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2017

Net Margin

8th percentile

-13%

Higher net margin than 8% of similar nonprofits.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

57th percentile

$121,300

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 26.0% of source-year revenue.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2017

Asset Growth

20th percentile

-2.1%

Faster asset growth than 20% of similar nonprofits.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

77th percentile

11%

Faster revenue growth than 77% of similar nonprofits.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$2,842,254

Down $60,848 (-2.1%) from 2016

Net Assets

Down

$2,838,207

Down $61,917 (-2.1%) from 2016

Liabilities

Up

$4,047

Up $1,069 (+36%) from 2016

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin8th percentile

Revenue

Up

$466,221

Up $47,655 (+11%) from 2016

Expenses

Up

$528,138

Up $32,390 (+6.5%) from 2016

Net Income

Up

-$61,917

Up $15,265 (+20%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2017

Assets$2,842,254
Liabilities$4,047
Net Assets$2,838,207
Open 2017 Filing

Operations Trend

Revenue Growth77th 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

2017

Revenue$466,221
Expenses$528,138
Net Income-$61,917
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Dec 8, 2017
Return Version
2016v3.0
Gross Receipts
$466,221
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$2,900,124$2,838,207▼ $61,917
Savings and Temporary Cash Investments$2,765,847$2,730,458▼ $35,389
Cash and Non-Interest-Bearing Accounts$68,110$60,793▼ $7,317
Land, Buildings, and Equipment, Net$69,145$51,003▼ $18,142
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,903,102$2,842,254▼ $60,848
Liabilities
Accounts Payable and Accrued Expenses$2,978$4,047▲ $1,069
Total Liabilities$2,978$4,047▲ $1,069
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,900,124$2,838,207▼ $61,917
Total Liabilities and Net Assets / Fund Balance$2,903,102$2,842,254▼ $60,848

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$18,474$12,316-
Equipment$32,529$170,339-
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joe KerekesFund DirectorFT$52,717$68,583$121,300
Frank FiguredFund Director (former)FT$58,064$5,350$63,414

Board Members and Trustees

NameTitle
Dominic YannuzziEmployer Trustee
Joe MarxEmployer Trustee
John MeehanEmployer Trustee
Steve WeinbergerEmployer Trustee
Jason FlynnUnion Trustee
Pat DolanUnion Trustee
Scott SchranerUnion Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$457,618
Investment Income
$6,994
Other Revenue
$1,609
Change in Net Assets
$-61,917
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$295,252
Other Expenses$232,886
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$201,877
Other Salaries and Wages---$73,004
Occupancy---$48,000
Other Expenses---$23,275
Payroll Taxes---$20,371
Depreciation Depletion---$18,142
Fees for Services Legal---$12,530
Insurance---$11,391
Office Expenses---$9,423
Fees for Services Accounting---$8,065
Total Functional Expenses$0$0$0$528,138
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 11B

“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
2017-12-08
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
11
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 Appendix327 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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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 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII, LINE 2C:
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IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02903102
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02842254
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/ZIPCd018505
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0NA
IRS990/WhistleblowerPolicyInd00
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ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-08
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm011:12:16
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208078757
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
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ReturnHeader/PreparerPersonGrp/PhoneNum03018307400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL E WARSHAW CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-12-08T10:12:44-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,842,254
Liabilities
$4,047
Net assets
$2,838,207
Revenue
$466,221
Expenses
$528,138
Net income
-$61,917
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
2017Detailed filing. Detailed filing data is available for this year.$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. 2017 filings • 501(c)5 • $1M-$5M nonprofits