Civic Intelligence

Iron Workers Local 401 Vacation Fund

990 • Fiscal year 2016 • EIN 23-7649329

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 14, 2017

Organization ProfileN/A

View Organization Page

11600 Norcom RoadPhiladelphia, PA 19154

(215) 676-3000

Siviq Scores

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

Liabilities / Assets

98th percentile

1.12x

Higher debt load relative to assets than 98% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

67th percentile

0.09x

Higher debt load relative to revenue than 67% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Net Margin

42nd percentile

0.0%

Higher net margin than 42% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

90th percentile

$232,335

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Asset Growth

37th percentile

-0.1%

Faster asset growth than 37% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

84th percentile

24%

Faster revenue growth than 84% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$537,397

Down $781 (-0.1%) from 2015

Net Assets

Up

-$64,606

Up $71,373 (+52%) from 2015

Liabilities

Down

$602,003

Down $72,154 (-11%) from 2015

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin42nd percentile

Revenue

Up

$6,362,990

Up $1,234,516 (+24%) from 2015

Expenses

Up

$6,362,537

Up $1,215,922 (+24%) from 2015

Net Income

Up

$453

Up $18,594 (+102%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$1.0M$500K$0-$500KAssets 2012: $793,696Liabilities 2012: $898,360Net Assets 2012: -$104,6642012Assets 2015: $538,178Liabilities 2015: $674,157Net Assets 2015: -$135,9792015Assets 2016: $537,397Liabilities 2016: $602,003Net Assets 2016: -$64,6062016Assets 2017: $537,948Liabilities 2017: $569,461Net Assets 2017: -$31,5132017Assets 2018: $697,091Liabilities 2018: $717,868Net Assets 2018: -$20,7772018Assets 2019: $578,448Liabilities 2019: $568,904Net Assets 2019: $9,5442019Assets 2020: $433,750Liabilities 2020: $431,182Net Assets 2020: $2,5682020Assets 2021: $408,413Liabilities 2021: $394,650Net Assets 2021: $13,7632021Assets 2022: $405,657Liabilities 2022: $376,508Net Assets 2022: $29,1492022

Highlighted filing

2016

Assets$537,397
Liabilities$602,003
Net Assets-$64,606
Open 2016 Filing

Operations Trend

Revenue Growth84th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2012: $5,499,4362012Revenue 2015: $5,128,474Expenses 2015: $5,146,615Net Income 2015: -$18,1412015Revenue 2016: $6,362,990Expenses 2016: $6,362,537Net Income 2016: $4532016Revenue 2017: $7,516,270Expenses 2017: $7,483,177Net Income 2017: $33,0932017Revenue 2018: $7,608,732Expenses 2018: $7,597,996Net Income 2018: $10,7362018Revenue 2019: $7,072,753Expenses 2019: $7,042,432Net Income 2019: $30,3212019Revenue 2020: $5,848,967Expenses 2020: $5,855,943Net Income 2020: -$6,9762020Revenue 2021: $5,422,578Expenses 2021: $5,411,383Net Income 2021: $11,1952021Revenue 2022: $5,117,801Expenses 2022: $5,102,415Net Income 2022: $15,3862022

Highlighted filing

2016

Revenue$6,362,990
Expenses$6,362,537
Net Income$453
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 14, 2017
Return Version
2015v3.0
Gross Receipts
$6,362,990
Mission and Program Overview

Mission

Provide vacation benefits to members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$357,274$286,973▼ $70,301
Savings and Temporary Cash Investments$179,635$236,882▲ $57,247
Prepaid Expenses and Deferred Charges$1,269--
Rtn Earn Endowment Incm Other Fnds$-135,979$-64,606▲ $71,373
Total Assets$538,178$537,397▼ $781
Other Assets Total-$13,542-
Liabilities
Other Liabilities$672,657$600,503▼ $72,154
Accounts Payable and Accrued Expenses$1,500$1,500→ $0
Total Liabilities$674,157$602,003▼ $72,154
Net Assets / Fund Balance
Total Net Assets Fund Balance$-135,979$-64,606▲ $71,373
Total Liabilities and Net Assets / Fund Balance$538,178$537,397▼ $781

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$28,593$28,593
Other Assets Org$13,542--
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Charles RobertsUnion TrusteePT$232,335$232,335
Steven AlexanderUnion TrusteePT$223,120$223,120

Board Members and Trustees

NameTitle
Bernadette SweeneyEmployer Trustee
Mike TierneyEmployer Trustee
Susan DachowskiEmployer Trustee
Stephen SweeneyUnion Trustee
Charles Roberts-
Steven Alexander-
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,362,862
Investment Income
$128
Other Revenue
$0
Change in Net Assets
$453

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,362,990
Revenue Not Reported on Form 990
$70,920
Total Revenue per Audited Statements
$6,433,910
Total Revenue per Form 990
$6,362,990
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$49,599
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---$6,312,938
Other Expenses---$37,126
Fees for Services Accounting---$5,425
Insurance---$3,661
Office Expenses---$3,324
Fees for Services Legal---$63
Total Functional Expenses$0$0$0$6,362,537

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,369,631
Total Expenses per Audited Statements$6,369,631
Total Expenses per Form 990$6,362,537
Expenses Not Reported on Financial Statements$-7,094
Other Expense Adjustments$-7,094
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Local 401 General Fund$600,503
Vacation Benefits Payable-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Filing and Contact Details

Filer

Filer Name
Iron Workers Local 401 Vacation Fund
EIN
23-7649329
Phone
2156763000
Address
11600 NORCOM ROAD, PHILADELPHIA, PA 19154

Signing Officer

Name
Charles Roberts
Title
Trustee
Phone
2156763000
Signed
2017-02-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles Roberts
Formed
1988
Legal Domicile
Pa
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Fischer Dorwart Pc
Address
16 W VASSAR ROAD, AUDUBON, NJ 08106
Preparer
Stephen M Dorwart
Phone
8563100990
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The 990 is reviewed by the responsible officer before signing.”

Pt VI, Line 12C

“Written statements from Board and employees - random audit files.”

Pt VI, Line 19

“The documents are available upon request at the Fund office.”

Pt XI

“Transfer from Local Affiliate.”

Financial Statement Notes

Pt XII, Line 4B

“Change in Vacation Benefits Payable.”

Pt XI, Line 2D

“Transfer from Local Affiliate.”

Raw XML Appendix359 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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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd019154
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd119154
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd219154
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0true
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0538178
IRS990/TotalAssetsEOYAmt0537397
IRS990/TotalAssetsGrp/BOYAmt0538178
IRS990/TotalAssetsGrp/EOYAmt0537397
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt06362537
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0674157
IRS990/TotalLiabilitiesEOYAmt0602003
IRS990/TotalLiabilitiesGrp/BOYAmt0674157
IRS990/TotalLiabilitiesGrp/EOYAmt0602003
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-135979
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-64606
IRS990/TotalOtherCompensationAmt0209745
IRS990/TotalProgramServiceRevenueAmt06362862
IRS990/TotalRevenueGrp/ExclusionAmt0128
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06362862
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06362990
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0538178
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0537397
IRS990/TotReportableCompRltdOrgAmt0245710
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt011600 Norcom Road
IRS990/USAddress/CityNm0Philadelphia
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019154
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES ROBERTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02156763000
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IRON WORKERS LOCAL 401 VACATION FUND
ReturnHeader/Filer/BusinessNameControlTxt0IRON
ReturnHeader/Filer/EIN0237649329
ReturnHeader/Filer/PhoneNum02156763000
ReturnHeader/Filer/USAddress/AddressLine1Txt011600 NORCOM ROAD
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019154
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FISCHER DORWART PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016 W VASSAR ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUDUBON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008106
ReturnHeader/PreparerPersonGrp/PhoneNum08563100990
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN M DORWART
ReturnHeader/ReturnTs02017-02-14T09:36:00-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$537,397
Liabilities
$602,003
Net assets
-$64,606
Revenue
$6,362,990
Expenses
$6,362,537
Net income
$453
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.41$0.38$0.03$5.12$5.10$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.41$0.39$0.01$5.42$5.41$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.43$0.00$5.85$5.86$0.01
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.57$0.01$7.07$7.04$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.72$0.02$7.61$7.60$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.54$0.57$0.03$7.52$7.48$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.54$0.60$0.06$6.36$6.36$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.54$0.67$0.14$5.13$5.15$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.90$0.10$5.50