Civic Intelligence

Local 150 Iuoe Vacation Savings Plan

990 • Fiscal year 2014 • EIN 23-7376412

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 09, 2015

Organization ProfileMOEFUNDS.COM

View Organization Page

6150 Joliet RoadCountryside, IL 60525

(708) 482-7300

Siviq Scores

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

Liabilities / Assets

95th percentile

1.00x

Higher debt load relative to assets than 95% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

96th percentile

1.06x

Higher debt load relative to revenue than 96% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Net Margin

37th percentile

0.1%

Higher net margin than 37% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Asset Growth

76th percentile

14%

Faster asset growth than 76% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

77th percentile

14%

Faster revenue growth than 77% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets95th percentile

Assets

Up

$27,235,588

Up $3,273,074 (+14%) from 2013

Net Assets

Up

$5,612

Up $70,010 (+109%) from 2013

Liabilities

Up

$27,229,976

Up $3,203,064 (+13%) from 2013

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin37th percentile

Revenue

Up

$25,662,252

Up $3,093,868 (+14%) from 2013

Expenses

Up

$25,646,141

Up $3,015,747 (+13%) from 2013

Net Income

Up

$16,111

Up $78,121 (+126%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$30M$20M$10M$0-$10MAssets 2010: $22,145,228Liabilities 2010: $22,266,352Net Assets 2010: -$121,1242010Assets 2011: $22,273,959Liabilities 2011: $22,341,623Net Assets 2011: -$67,6642011Assets 2012: $23,113,076Liabilities 2012: $23,061,565Net Assets 2012: $51,5112012Assets 2013: $23,962,514Liabilities 2013: $24,026,912Net Assets 2013: -$64,3982013Assets 2014: $27,235,588Liabilities 2014: $27,229,976Net Assets 2014: $5,6122014Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2014

Assets$27,235,588
Liabilities$27,229,976
Net Assets$5,612
Open 2014 Filing

Operations Trend

Revenue Growth77th percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $21,324,9352010Expenses 2011: $21,137,3742011Expenses 2012: $21,835,7322012Revenue 2013: $22,568,384Expenses 2013: $22,630,394Net Income 2013: -$62,0102013Revenue 2014: $25,662,252Expenses 2014: $25,646,141Net Income 2014: $16,1112014Revenue 2017: $27,582,004Expenses 2017: $26,175,941Net Income 2017: $1,406,0632017

Highlighted filing

2014

Revenue$25,662,252
Expenses$25,646,141
Net Income$16,111
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 9, 2015
Return Version
2014v5.0
Gross Receipts
$25,662,252
Mission and Program Overview

Mission

Voluntary employee's beneficiary association

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$22,367,152$25,280,694▲ $2,913,542
Cash and Non-Interest-Bearing Accounts$25,151$127,943▲ $102,792
Prepaid Expenses and Deferred Charges$1,390$7,661▲ $6,271
Cap Stk Tr Prin Current Funds$-64,398$5,612▲ $70,010
Other Notes and Loans Receivable, Net$6,621$3,436▼ $3,185
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$23,962,514$27,235,588▲ $3,273,074
Other Assets Total$1,562,200$1,815,854▲ $253,654
Liabilities
Accounts Payable and Accrued Expenses$24,026,912$27,229,976▲ $3,203,064
Total Liabilities$24,026,912$27,229,976▲ $3,203,064
Net Assets / Fund Balance
Total Net Assets Fund Balance$-64,398$5,612▲ $70,010
Total Liabilities and Net Assets / Fund Balance$23,962,514$27,235,588▲ $3,273,074

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$1,801,455--
Compensation and Service Providers
Top Officer Pay43rd percentile

Board Members and Trustees

NameTitle
James SweeneyChairman
Daniel PloteTrustee
David SneltenTrustee
James McnallyTrustee
Lawrence J KeefeTrustee
Marshall DouglasTrustee
Matthew ThompsonTrustee
Steven M CiscoTrustee
John E Kenny JrSec-Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$25,595,774
Investment Income
$66,478
Other Revenue
$0
Change in Net Assets
$16,111

Audited Revenue Reconciliation

Revenue per Audited Statements
$25,662,252
Revenue Not Reported on Form 990
$53,899
Total Revenue per Audited Statements
$25,716,151
Total Revenue per Form 990
$25,662,252
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$25,521,285
Other Expenses$124,856
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Employee Benefits$25,521,285--$25,521,285
Fees for Services Accounting-$13,617-$13,617
Fees for Services Legal-$12,201-$12,201
Insurance-$10,308-$10,308
All Other Expenses-$9,146-$9,146
Information Technology-$8,571-$8,571
Other Expenses-$4,156-$4,156
Total Functional Expenses$25,521,285$124,856$0$25,646,141

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$25,646,141
Total Expenses per Audited Statements$25,646,141
Total Expenses per Form 990$25,646,141
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-
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
Yes
Other officer compensation reviewed
Yes
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, Line 11B: Form 990 Review Process

“Form 990 is reviewed by the fund's board of trustees before its filing.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The board of trustees determines compensation for the plan's top management official and key employees by reviewing market data.”

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

“The plan's summary annual report is available on the plan's website. The plan's financial statements are available upon request. The fund's governing documents are not available. The plan's form 5500 is available upon request from the department of labor.”

Filing and Contact Details

Filer

Filer Name
Local 150 Iuoe Vacation
EIN
23-7376412
Phone
7084827300
Address
6150 JOLIET ROAD, COUNTRYSIDE, IL 60525

Signing Officer

Name
James Sweeney
Title
Chairman
Signed
2015-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Sweeney
Formed
1973
Legal Domicile
Il
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
Graff Ballauer & Blanski PC
Address
Two Northfield Plaza Suite 200, Northfield, IL 60093-1294
Preparer
Michael Blanski
Phone
8478812540
Supplemental Narrative

Additional Explanations

Client Note 1

“Client Note 1 - PART VI SECTION B LINE 12BTHERE IS NO WRITTEN CONFLICT OF INTEREST POLICY. THE MOE FUND REQUIRES EACH TRUSTEE TO DISCLOSE ANNUALLY, ON A RELATED PARTY DISCLOSURE FORM, THE EXISTENCE OF ANY INTEREST THAT COULD GIVE RISE TO CONFLICTS.”

Raw XML AppendixShowing 400 of 501 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Client Note 1 - PART VI SECTION B LINE 12BTHERE IS NO WRITTEN CONFLICT OF INTEREST POLICY. THE MOE FUND REQUIRES EACH TRUSTEE TO DISCLOSE ANNUALLY, ON A RELATED PARTY DISCLOSURE FORM, THE EXISTENCE OF ANY INTEREST THAT COULD GIVE RISE TO CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY THE FUND'S BOARD OF TRUSTEES BEFORE ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF TRUSTEES DETERMINES COMPENSATION FOR THE PLAN'S TOP MANAGEMENT OFFICIAL AND KEY EMPLOYEES BY REVIEWING MARKET DATA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PLAN'S SUMMARY ANNUAL REPORT IS AVAILABLE ON THE PLAN'S WEBSITE. THE PLAN'S FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE FUND'S GOVERNING DOCUMENTS ARE NOT AVAILABLE. THE PLAN'S FORM 5500 IS AVAILABLE UPON REQUEST FROM THE DEPARTMENT OF LABOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Client Note 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1MOE CONSTRUCTION IND&SERVICE TRUST FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2MOE HEALTH & WELFARE FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3MIDWEST OPERATING ENGINEERS PENSION FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4INDIANA ILLINOIS & IOWA FFC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt5RETIREMENT ENHANCEMENT FUND
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2HEALTH AND WELFARE BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3PENSION PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt4PROMOTING CONSTRUCTION INDUSTRY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt5PENSION PLAN
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$27,235,588
Liabilities
$27,229,976
Net assets
$5,612
Revenue
$25,662,252
Expenses
$25,646,141
Net income
$16,111
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$27.6$26.2$1.41
2014Detailed filing. Detailed filing data is available for this year.$27.2$27.2$0.01$25.7$25.6$0.02
2013Detailed filing. Detailed filing data is available for this year.$24.0$24.0$0.06$22.6$22.6$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.1$23.1$0.05$21.8
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.3$22.3$0.07$21.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.1$22.3$0.12$21.3