Civic Intelligence

Iron Workers Local 401 Vacation Fund

990 • Fiscal year 2017 • EIN 23-7649329

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 24, 2018

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

1.06x

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

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

63rd percentile

0.08x

Higher debt load relative to revenue than 63% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Net Margin

39th percentile

0.4%

Higher net margin than 39% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

91st percentile

$241,043

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Asset Growth

29th percentile

0.1%

Faster asset growth than 29% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

78th percentile

18%

Faster revenue growth than 78% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets98th percentile

Assets

Up

$537,948

Up $551 (+0.1%) from 2016

Net Assets

Up

-$31,513

Up $33,093 (+51%) from 2016

Liabilities

Down

$569,461

Down $32,542 (-5.4%) from 2016

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin39th percentile

Revenue

Up

$7,516,270

Up $1,153,280 (+18%) from 2016

Expenses

Up

$7,483,177

Up $1,120,640 (+18%) from 2016

Net Income

Up

$33,093

Up $32,640 (+7205%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2017

Assets$537,948
Liabilities$569,461
Net Assets-$31,513
Open 2017 Filing

Operations Trend

Revenue Growth78th 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

2017

Revenue$7,516,270
Expenses$7,483,177
Net Income$33,093
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 24, 2018
Return Version
2016v3.0
Gross Receipts
$7,516,270
Mission and Program Overview

Mission

Provide vacation benefits to members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$286,973$342,642▲ $55,669
Savings and Temporary Cash Investments$236,882$194,806▼ $42,076
Rtn Earn Endowment Incm Other Fnds$-64,606$-31,513▲ $33,093
Total Assets$537,397$537,948▲ $551
Other Assets Total$13,542$500▼ $13,042
Liabilities
Other Liabilities$600,503$567,352▼ $33,151
Accounts Payable and Accrued Expenses$1,500$2,109▲ $609
Total Liabilities$602,003$569,461▼ $32,542
Net Assets / Fund Balance
Total Net Assets Fund Balance$-64,606$-31,513▲ $33,093
Total Liabilities and Net Assets / Fund Balance$537,397$537,948▲ $551

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$28,593$28,593
Other Assets Org$500--
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeOtherTotal
Steven AlexanderUnion TrusteePT$241,043$241,043
Kevin BoyleUnion TrusteePT$240,301$240,301
Charles RobertsUnion TrusteePT$190,598$190,598

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,516,132
Investment Income
$138
Other Revenue
$0
Change in Net Assets
$33,093

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,516,270
Total Revenue per Audited Statements
$7,516,270
Total Revenue per Form 990
$7,516,270
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$46,992
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---$7,436,185
Other Expenses---$37,611
Office Expenses---$4,574
Fees for Services Accounting---$3,724
Insurance---$583
Fees for Services Legal---$500
Total Functional Expenses$0$0$0$7,483,177

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,516,328
Total Expenses per Audited Statements$7,516,328
Total Expenses per Form 990$7,483,177
Expenses Not Reported on Financial Statements$-33,151
Other Expense Adjustments$-33,151
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
Vacation Benefits Payable$567,352
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
Kevin Boyle
Title
Union Trustee
Phone
2156763000
Signed
2018-01-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin Boyle
Formed
1988
Legal Domicile
Pa
Voting Board Members
6
Independent Board Members
3
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.”

Raw XML Appendix365 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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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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IRS990/USAddress/ZIPCd019154
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-03-14 21:41:22Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN BOYLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0UNION TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02156763000
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-24
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
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.197.16.12
ReturnHeader/FilingSecurityInformation/IPDt02018-03-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm007:14:00
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/PreparerPersonNm0STEPHEN M DORWART
ReturnHeader/ReturnTs02018-03-26T07:14:03-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$537,948
Liabilities
$569,461
Net assets
-$31,513
Revenue
$7,516,270
Expenses
$7,483,177
Net income
$33,093
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
2017Detailed filing. Detailed filing data is available for this year.$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