Civic Intelligence

Pipefitters Union Local #537 - Vacation

990 • Fiscal year 2016 • EIN 23-7255451

Mar 01, 2015 to Feb 29, 2016 • Filed on Jan 09, 2017

35 Travis Street Unit 1Allston, MA 02134-1251

(617) 787-5550

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

38th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Net Margin

35th percentile

-1.6%

Higher net margin than 35% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

83rd percentile

$152,404

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Asset Growth

31st percentile

-5.7%

Faster asset growth than 31% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

53rd percentile

3.0%

Faster revenue growth than 53% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$1,996,943

Down $120,077 (-5.7%) from 2015

Net Assets

Down

$1,996,943

Down $74,122 (-3.6%) from 2015

Liabilities

Down

$0

Down $45,955 (-100%) from 2015

Revenue

Up

$4,508,347

Up $129,647 (+3.0%) from 2015

Expenses

Down

$4,582,469

Down $54,712 (-1.2%) from 2015

Net Income

Up

-$74,122

Up $184,359 (+71%) from 2015

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MAssets 2012: $1,382,779Liabilities 2012: $56,876Net Assets 2012: $1,325,9032012Assets 2013: $1,660,018Liabilities 2013: $96,109Net Assets 2013: $1,563,9092013Assets 2014: $2,409,028Liabilities 2014: $79,482Net Assets 2014: $2,329,5462014Assets 2015: $2,117,020Liabilities 2015: $45,955Net Assets 2015: $2,071,0652015Assets 2016: $1,996,943Liabilities 2016: $0Net Assets 2016: $1,996,9432016Assets 2017: $2,135,230Liabilities 2017: $2,360,952Net Assets 2017: -$225,7222017Assets 2018: $2,517,470Liabilities 2018: $2,517,398Net Assets 2018: $722018Assets 2019: $2,639,850Liabilities 2019: $2,638,941Net Assets 2019: $9092019Assets 2020: $2,460,907Liabilities 2020: $2,458,995Net Assets 2020: $1,9122020Assets 2021: $2,478,209Liabilities 2021: $2,477,631Net Assets 2021: $5782021Assets 2022: $2,947,137Liabilities 2022: $2,936,180Net Assets 2022: $10,9572022Assets 2023: $2,906,971Liabilities 2023: $2,864,994Net Assets 2023: $41,9772023Assets 2024: $3,001,729Liabilities 2024: $2,917,761Net Assets 2024: $83,9682024Assets 2025: $3,062,903Liabilities 2025: $2,932,227Net Assets 2025: $130,6762025

Highlighted filing

2016

Assets$1,996,943
Liabilities$0
Net Assets$1,996,943

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2012: $3,183,2122012Expenses 2013: $3,182,7132013Revenue 2014: $4,490,873Expenses 2014: $3,725,236Net Income 2014: $765,6372014Revenue 2015: $4,378,700Expenses 2015: $4,637,181Net Income 2015: -$258,4812015Revenue 2016: $4,508,347Expenses 2016: $4,582,469Net Income 2016: -$74,1222016Revenue 2017: $4,605,295Expenses 2017: $6,827,960Net Income 2017: -$2,222,6652017Revenue 2018: $5,437,770Expenses 2018: $5,211,976Net Income 2018: $225,7942018Revenue 2019: $5,325,198Expenses 2019: $5,324,361Net Income 2019: $8372019Revenue 2020: $5,223,716Expenses 2020: $5,222,713Net Income 2020: $1,0032020Revenue 2021: $4,463,875Expenses 2021: $4,465,209Net Income 2021: -$1,3342021Revenue 2022: $5,851,951Expenses 2022: $5,841,572Net Income 2022: $10,3792022Revenue 2023: $5,977,981Expenses 2023: $5,946,961Net Income 2023: $31,0202023Revenue 2024: $6,095,076Expenses 2024: $6,053,085Net Income 2024: $41,9912024Revenue 2025: $6,159,611Expenses 2025: $6,112,903Net Income 2025: $46,7082025

Highlighted filing

2016

Revenue$4,508,347
Expenses$4,582,469
Net Income-$74,122
Jump To
Filing Snapshot
Filing Period
Mar 1, 2015 to Feb 29, 2016
Signed
Jan 9, 2017
Return Version
2015v3.0
Gross Receipts
$4,508,347
Mission and Program Overview

Mission

Provide members with vacation benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,071,065$1,996,943▼ $74,122
Savings and Temporary Cash Investments$1,483,301$1,426,235▼ $57,066
Accounts Receivable$633,719$569,863▼ $63,856
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,117,020$1,996,943▼ $120,077
Other Assets Total$0$845▲ $845
Liabilities
Accounts Payable and Accrued Expenses$45,955$0▼ $45,955
Total Liabilities$45,955$0▼ $45,955
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,071,065$1,996,943▼ $74,122
Total Liabilities and Net Assets / Fund Balance$2,117,020$1,996,943▼ $120,077

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$51,274$51,274
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marybeth PorterAdministratorPT$3,508$113,432$116,940
Charles T HannafordAdministratorPT$2,918$149,486$2,918

Board Members and Trustees

NameTitle
Leo J FaheyTrustee - Chairman
Brian P KellyTrustee
David CannistraroTrustee
John J CanavanTrustee
Paul R CampbellTrustee
Stephen P AffanatoTrustee - Secretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,508,011
Investment Income
$336
Other Revenue
$0
Change in Net Assets
$-74,122

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,508,347
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$4,508,347
Total Revenue per Form 990
$4,508,347
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$40,876
Salaries, Compensation, and Employee Benefits$28,568
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$4,513,025
Fees for Services Other---$20,561
Other Salaries and Wages---$13,256
Other Employee Benefits---$8,184
Current Officers, Directors, Trustees, and Key Employees---$7,128
Information Technology---$6,344
Office Expenses---$5,818
Insurance---$5,502
Occupancy---$1,350
Other Expenses---$108
All Other Expenses---$76
Total Functional Expenses$0$0$0$4,582,469

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,582,469
Total Expenses per Audited Statements$4,582,469
Total Expenses per Form 990$4,582,469
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
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

A complete copy of form 990 is distributed to the full board prior to its filing with the irs.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, form 990 and financial statements available to the public upon request for the same period of disclosure as set forth in section 6104(d). In addition, the form 990 is available via the guidestar website.

Filing and Contact Details

Filer

Filer Name
PIPEFITTERS UNION LOCAL #537 -
EIN
23-7255451
Phone
6177875550
Address
35 TRAVIS STREET UNIT 1, ALLSTON, MA 02134-1251

Signing Officer

Name
Brian P Kelly
Title
Trustee
Phone
6177875550
Signed
2017-01-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian P Kelly
Formed
1973
Legal Domicile
Ma
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Rsm US Llp
Address
80 CITY SQUARE, BOSTON, MA 02129-3742
Preparer
Lynne Johnson
Phone
6179129000
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

Gaap requires fund management to evaluate tax positions taken by the fund. Management evaluated the fund's tax positions and concluded that the fund had maintained its tax exempt status and had taken no uncertain tax positions that require recognition or disclosure in the financial statements. Therefore, no provision or liability for income taxes has been included in the financial statements. With few exceptions, the fund is no longer subject to income tax examinations by the u.s. Federal, state, or local tax authorities for years before 2012.

Raw XML AppendixShowing 400 of 403 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt045955
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/AccountsReceivableGrp/BOYAmt0633719
IRS990/AccountsReceivableGrp/EOYAmt0569863
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE MEMBERS WITH VACATION BENEFITS
IRS990/AllOtherExpensesGrp/TotalAmt076
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt04513025
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MARYBETH PORTER ADMINISTRATOR
IRS990/BooksInCareOfDetail/PhoneNum06177875550
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt035 TRAVIS STREET UNIT 1
IRS990/BooksInCareOfDetail/USAddress/CityNm0ALLSTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0021341251
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt07128
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt04513025
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0336
IRS990/CYOtherExpensesAmt040876
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt04508011
IRS990/CYRevenuesLessExpensesAmt0-74122
IRS990/CYSalariesCompEmpBnftPaidAmt028568
IRS990/CYTotalExpensesAmt04582469
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04508347
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDE MEMBERS WITH VACATION BENEFITS
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/TotalAmt020561
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt43.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt53.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt633.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt733.00
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/AverageHoursPerWeekRt67.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt77.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0JOHN J CANAVAN
IRS990/Form990PartVIISectionAGrp/PersonNm1LEO J FAHEY
IRS990/Form990PartVIISectionAGrp/PersonNm2PAUL R CAMPBELL
IRS990/Form990PartVIISectionAGrp/PersonNm3STEPHEN P AFFANATO
IRS990/Form990PartVIISectionAGrp/PersonNm4BRIAN P KELLY
IRS990/Form990PartVIISectionAGrp/PersonNm5DAVID CANNISTRARO
IRS990/Form990PartVIISectionAGrp/PersonNm6CHARLES T HANNAFORD
IRS990/Form990PartVIISectionAGrp/PersonNm7MARYBETH PORTER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt62918
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt73508
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6149486
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt7113432
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE - CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE - SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01973
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt04508347
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt06344
IRS990/InsuranceGrp/TotalAmt05502
IRS990/InvestmentIncomeGrp/ExclusionAmt0336
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0336
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt051274
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt051274
IRS990/LegalDomicileStateCd0MA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE MEMBERS WITH VACATION BENEFITS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02071065
IRS990/NetAssetsOrFundBalancesEOYAmt01996943
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt01350
IRS990/OfficeExpensesGrp/TotalAmt05818
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt0845
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt08184
IRS990/OtherExpensesGrp/Desc0ADMINSTRATIVE EXPENSES
IRS990/OtherExpensesGrp/Desc1BANK CHARGES
IRS990/OtherExpensesGrp/Desc2DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3PARKING
IRS990/OtherExpensesGrp/TotalAmt0780
IRS990/OtherExpensesGrp/TotalAmt1203
IRS990/OtherExpensesGrp/TotalAmt2134
IRS990/OtherExpensesGrp/TotalAmt3108
IRS990/OtherSalariesAndWagesGrp/TotalAmt013256
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BRIAN P KELLY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0PARTICIPANT CONTRIBUTI
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04508011
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04508011
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt04574582
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0327
IRS990/PYOtherExpensesAmt035804
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt04378373
IRS990/PYRevenuesLessExpensesAmt0-258481
IRS990/PYSalariesCompEmpBnftPaidAmt026795
IRS990/PYTotalExpensesAmt04637181
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04378700
IRS990/ReconcilationRevenueExpnssAmt0-74122
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02071065
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01996943
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01483301
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01426235
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt051274
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt051274
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt04582469
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04508347
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0GAAP REQUIRES FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND. MANAGEMENT EVALUATED THE FUND'S TAX POSITIONS AND CONCLUDED THAT THE FUND HAD MAINTAINED ITS TAX EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE FUND IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2012.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt04582469
IRS990ScheduleD/TotalRevenuePerForm990Amt04508347
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04508347
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04582469
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt02918
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0149486
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0CHARLES T HANNAFORD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt02918
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0149486
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION RELIED ON RELATED ORGANIZATION THAT USED ONE OR MORE OF THE METHODS TO ESTABLISH THE ADMINISTRATOR'S COMPENSATION.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE J, PART I, LINE 3:
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COMPLETE COPY OF FORM 990 IS DISTRIBUTED TO THE FULL BOARD PRIOR TO ITS FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990 AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). IN ADDITION, THE FORM 990 IS AVAILABLE VIA THE GUIDESTAR WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PIPEFITTERS UNION LOCAL #537 HEALTH & WELFARE FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1PIPEFITTERS ASSOCIATION LOCAL #537 NEMCA LABOR MANAGEMENT COOPERATION TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2PIPEFITTERS UNION LOCAL 537 PENSION FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3PIPEFITTERS LOCAL UNION NO 537 ANNUITY FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0042167074
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1046751112
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2516030859
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3042760802
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE MEMBERS WITH HEALTH & WELFARE BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PROVIDE PROGRAM TO ASSIST EMPLOYERS IN BIDDING PROJECTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2PROVIDE MEMBERS WITH PENSION BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3PROVIDE MEMBERS WITH ANNUITY BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt035 TRAVIS STREET UNIT 1
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt135 TRAVIS STREET UNIT 1
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt235 TRAVIS STREET UNIT 1
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt335 TRAVIS STREET UNIT 1
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ALLSTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1ALLSTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2ALLSTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3ALLSTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0021341251
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd1021341251
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd2021341251
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd3021341251
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02117020
IRS990/TotalAssetsEOYAmt01996943
IRS990/TotalAssetsGrp/BOYAmt02117020
IRS990/TotalAssetsGrp/EOYAmt01996943
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt04582469
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt045955
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt045955
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02071065
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01996943
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt04508011
IRS990/TotalReportableCompFromOrgAmt06426
IRS990/TotalRevenueGrp/ExclusionAmt0336
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04508011
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04508347
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02117020
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01996943
IRS990/TotReportableCompRltdOrgAmt0262918
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt035 TRAVIS STREET UNIT 1
IRS990/USAddress/CityNm0ALLSTON
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd0021341251
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN P KELLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06177875550
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PIPEFITTERS UNION LOCAL #537 -
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0VACATION FUND
ReturnHeader/Filer/BusinessNameControlTxt0PIPE
ReturnHeader/Filer/EIN0237255451
ReturnHeader/Filer/PhoneNum06177875550
ReturnHeader/Filer/USAddress/AddressLine1Txt035 TRAVIS STREET UNIT 1
ReturnHeader/Filer/USAddress/CityNm0ALLSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0021341251
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt080 CITY SQUARE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0021293742
ReturnHeader/PreparerPersonGrp/PhoneNum06179129000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYNNE JOHNSON
ReturnHeader/ReturnTs02017-01-09T11:24:25-06:00
ReturnHeader/ReturnTypeCd0990

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.06$2.93$0.13$6.16$6.11$0.05
2024Detailed filing. Detailed filing data is available for this year.$3.00$2.92$0.08$6.10$6.05$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.91$2.86$0.04$5.98$5.95$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.95$2.94$0.01$5.85$5.84$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.48$2.48$0.00$4.46$4.47$0.00
2020Detailed filing. Detailed filing data is available for this year.$2.46$2.46$0.00$5.22$5.22$0.00
2019Detailed filing. Detailed filing data is available for this year.$2.64$2.64$0.00$5.33$5.32$0.00
2018Detailed filing. Detailed filing data is available for this year.$2.52$2.52$0.00$5.44$5.21$0.23
2017Detailed filing. Detailed filing data is available for this year.$2.14$2.36$0.23$4.61$6.83$2.22
2016Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$4.51$4.58$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.12$0.05$2.07$4.38$4.64$0.26
2014Detailed filing. Detailed filing data is available for this year.$2.41$0.08$2.33$4.49$3.73$0.77
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.66$0.10$1.56$3.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.38$0.06$1.33$3.18