Civic Intelligence

Iatse National Vacation Fund

990 • Fiscal year 2014 • EIN 23-7345994

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 29, 2015

Organization Profileiatsenbf.org

View Organization Page

417 Fifth Avenue Third FloorNew York, NY 10016

(212) 580-9092

Siviq Scores

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

Liabilities / Assets

44th percentile

0.01x

Higher debt load relative to assets than 44% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

40th percentile

0.01x

Higher debt load relative to revenue than 40% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Net Margin

56th percentile

4.8%

Higher net margin than 56% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

96th percentile

$339,340

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 8.6% of source-year revenue.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Asset Growth

52nd percentile

5.1%

Faster asset growth than 52% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

57th percentile

5.6%

Faster revenue growth than 57% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$3,787,858

Up $182,323 (+5.1%) from 2013

Net Assets

Up

$3,737,692

Up $206,512 (+5.8%) from 2013

Liabilities

Down

$50,166

Down $24,189 (-33%) from 2013

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin56th percentile

Revenue

Up

$3,940,148

Up $208,793 (+5.6%) from 2013

Expenses

Up

$3,751,483

Up $167,901 (+4.7%) from 2013

Net Income

Up

$188,665

Up $40,892 (+28%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,910,232Liabilities 2010: $705,874Net Assets 2010: $3,204,3582010Assets 2011: $3,941,030Liabilities 2011: $928,467Net Assets 2011: $3,012,5632011Assets 2012: $3,574,032Liabilities 2012: $202,077Net Assets 2012: $3,371,9552012Assets 2013: $3,605,535Liabilities 2013: $74,355Net Assets 2013: $3,531,1802013Assets 2014: $3,787,858Liabilities 2014: $50,166Net Assets 2014: $3,737,6922014Assets 2015: $3,885,827Liabilities 2015: $267,132Net Assets 2015: $3,618,6952015Assets 2016: $3,654,740Liabilities 2016: $232,523Net Assets 2016: $3,422,2172016Assets 2017: $3,984,026Liabilities 2017: $147,503Net Assets 2017: $3,836,5232017Assets 2018: $4,222,205Liabilities 2018: $113,471Net Assets 2018: $4,108,7342018Assets 2019: $4,569,216Liabilities 2019: $177,725Net Assets 2019: $4,391,4912019Assets 2020: $1,607,268Liabilities 2020: $417,873Net Assets 2020: $1,189,3952020Assets 2021: $1,475,664Liabilities 2021: $28,000Net Assets 2021: $1,447,6642021Assets 2022: $4,438,756Liabilities 2022: $29,000Net Assets 2022: $4,409,7562022Assets 2023: $4,890,625Liabilities 2023: $29,621Net Assets 2023: $4,861,0042023Assets 2024: $5,543,290Liabilities 2024: $30,000Net Assets 2024: $5,513,2902024

Highlighted filing

2014

Assets$3,787,858
Liabilities$50,166
Net Assets$3,737,692
Open 2014 Filing

Operations Trend

Revenue Growth57th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $3,923,2752010Expenses 2011: $3,509,9092011Expenses 2012: $3,263,2522012Revenue 2013: $3,731,355Expenses 2013: $3,583,582Net Income 2013: $147,7732013Revenue 2014: $3,940,148Expenses 2014: $3,751,483Net Income 2014: $188,6652014Revenue 2015: $3,742,271Expenses 2015: $3,861,268Net Income 2015: -$118,9972015Revenue 2016: $3,561,053Expenses 2016: $3,757,531Net Income 2016: -$196,4782016Revenue 2017: $3,906,738Expenses 2017: $3,492,432Net Income 2017: $414,3062017Revenue 2018: $4,215,673Expenses 2018: $3,943,462Net Income 2018: $272,2112018Revenue 2019: $4,473,821Expenses 2019: $4,191,064Net Income 2019: $282,7572019Revenue 2020: $1,248,643Expenses 2020: $4,450,739Net Income 2020: -$3,202,0962020Revenue 2021: $1,526,903Expenses 2021: $1,268,634Net Income 2021: $258,2692021Revenue 2022: $4,547,855Expenses 2022: $1,585,763Net Income 2022: $2,962,0922022Revenue 2023: $4,923,250Expenses 2023: $4,472,002Net Income 2023: $451,2482023Revenue 2024: $5,611,783Expenses 2024: $4,959,497Net Income 2024: $652,2862024

Highlighted filing

2014

Revenue$3,940,148
Expenses$3,751,483
Net Income$188,665
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 29, 2015
Return Version
2014v5.0
Gross Receipts
$6,120,336
Mission and Program Overview

Mission

To provide vacation benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,531,180$3,737,692▲ $206,512
Savings and Temporary Cash Investments$1,114,911$3,460,376▲ $2,345,465
Investments in Publicly Traded Securities$2,162,341$0▼ $2,162,341
Accounts Receivable$286,297$292,000▲ $5,703
Land, Buildings, and Equipment, Net$41,986$35,482▼ $6,504
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$3,605,535$3,787,858▲ $182,323
Other Assets Total-$0-
Liabilities
Other Liabilities$46,855$25,166▼ $21,689
Accounts Payable and Accrued Expenses$27,500$25,000▼ $2,500
Total Liabilities$74,355$50,166▼ $24,189
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,531,180$3,737,692▲ $206,512
Total Liabilities and Net Assets / Fund Balance$3,605,535$3,787,858▲ $182,323

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$35,482$86,098$121,580
Compensation and Service Providers
Top Officer Pay96th percentile

Board Members and Trustees

NameTitle
Scott TrivignoDirector of Ben.
Michael FifeDirector of Contr
John HeimDirector of Finance
Ronald SmithDirector of H.r.
Joel SegalDirector of I.t.
anne j zeislerexecutive director
Christopher BrockmeyerTrustee
James B WoodTrustee
Jason Laks Eff 7114Trustee
Ronald KutakTrustee
Seth Popper Thru 63014Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,956,821
Investment Income
$-16,673
Other Revenue
$0
Change in Net Assets
$188,665

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,939,059
Revenue Not Reported on Financial Statements
$1,089
Revenue Not Reported on Form 990
$17,847
Total Revenue per Audited Statements
$3,956,906
Total Revenue per Form 990
$3,940,148
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$302,328
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$3,449,155
Fees for Services Accounting---$25,000
Fees for Services Legal---$17,527
Depreciation Depletion---$14,654
Office Expenses---$9,540
Other Expenses---$3,297
Fees for Service Investment Mgmnt Fees---$1,089
Total Functional Expenses$0$0$0$3,751,483

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,751,483
Expenses per Audited Statements$3,750,394
Total Expenses per Audited Statements$3,750,394
Expenses Not Reported on Financial Statements$1,089
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Organizations$25,166
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The form 990 was prepared in coordination with management of the organization and was reviewed with the organization's board of trustees prior to submission.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“As required by the fund's policy and by erisa, officers, directors, and key employees have a continuous obligation to report potential conflicts of interest.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to public. Participants may view documents at the fund office upon request to the extent required by law.”

Form 990, Part VII, Section A

“Compensation and benefits reported in part vii, section a, columns e and f and schedule j, part ii are paid to individuals listed in their capacity as directors of affiliated pension, annuity, vacation, welfare, and iatse staff retirement funds where they work 40 hours per week. Compensation and benefits are paid by the pension fund with reimbursements from each entity based on estimated benefit received.”

Filing and Contact Details

Filer

Filer Name
Iatse National Vacation Fund
EIN
23-7345994
Phone
2125809092
Address
417 FIFTH AVENUE THIRD FLOOR, NEW YORK, NY 10016

Signing Officer

Name
Anne J Zeisler
Title
Executive Director
Signed
2015-10-29
Discuss with paid preparer
Yes

Organization Details

Formed
1973
Legal Domicile
Ny
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
Schultheis & Panettieri LLP
Address
210 Marcus Boulevard, Hauppauge, NY 11788-3740
Preparer
Carol Westfall
Phone
6312734778
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3MICHAEL FIFE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm4RONALD SMITH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm5SCOTT TRIVIGNO
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt4DIRECTOR OF H.R.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WAS PREPARED IN COORDINATION WITH MANAGEMENT OF THE ORGANIZATION AND WAS REVIEWED WITH THE ORGANIZATION'S BOARD OF TRUSTEES PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AS REQUIRED BY THE FUND'S POLICY AND BY ERISA, OFFICERS, DIRECTORS, AND KEY EMPLOYEES HAVE A CONTINUOUS OBLIGATION TO REPORT POTENTIAL CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO PUBLIC. PARTICIPANTS MAY VIEW DOCUMENTS AT THE FUND OFFICE UPON REQUEST TO THE EXTENT REQUIRED BY LAW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION AND BENEFITS REPORTED IN PART VII, SECTION A, COLUMNS E AND F AND SCHEDULE J, PART II ARE PAID TO INDIVIDUALS LISTED IN THEIR CAPACITY AS DIRECTORS OF AFFILIATED PENSION, ANNUITY, VACATION, WELFARE, AND IATSE STAFF RETIREMENT FUNDS WHERE THEY WORK 40 HOURS PER WEEK. COMPENSATION AND BENEFITS ARE PAID BY THE PENSION FUND WITH REIMBURSEMENTS FROM EACH ENTITY BASED ON ESTIMATED BENEFIT RECEIVED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VII, SECTION A
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(a)

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,787,858
Liabilities
$50,166
Net assets
$3,737,692
Revenue
$3,940,148
Expenses
$3,751,483
Net income
$188,665
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.54$0.03$5.51$5.61$4.96$0.65
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.89$0.03$4.86$4.92$4.47$0.45
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.44$0.03$4.41$4.55$1.59$2.96
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$0.03$1.45$1.53$1.27$0.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.42$1.19$1.25$4.45$3.20
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.57$0.18$4.39$4.47$4.19$0.28
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.22$0.11$4.11$4.22$3.94$0.27
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.98$0.15$3.84$3.91$3.49$0.41
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.65$0.23$3.42$3.56$3.76$0.20
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.89$0.27$3.62$3.74$3.86$0.12
2014Detailed filing. Detailed filing data is available for this year.$3.79$0.05$3.74$3.94$3.75$0.19
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.61$0.07$3.53$3.73$3.58$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.57$0.20$3.37$3.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.94$0.93$3.01$3.51
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.91$0.71$3.20$3.92
Peer Organizations

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