Civic Intelligence

Iron Workers Local 401 Vacation Fund

990 • Fiscal year 2018 • EIN 23-7649329

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 09, 2019

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

97th percentile

1.03x

Higher debt load relative to assets than 97% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

69th percentile

0.09x

Higher debt load relative to revenue than 69% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Net Margin

36th percentile

0.1%

Higher net margin than 36% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

93rd percentile

$276,411

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Asset Growth

89th percentile

30%

Faster asset growth than 89% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

42nd percentile

1.2%

Faster revenue growth than 42% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets97th percentile

Assets

Up

$697,091

Up $159,143 (+30%) from 2017

Net Assets

Up

-$20,777

Up $10,736 (+34%) from 2017

Liabilities

Up

$717,868

Up $148,407 (+26%) from 2017

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin36th percentile

Revenue

Up

$7,608,732

Up $92,462 (+1.2%) from 2017

Expenses

Up

$7,597,996

Up $114,819 (+1.5%) from 2017

Net Income

Down

$10,736

Down $22,357 (-68%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth89th 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

2018

Assets$697,091
Liabilities$717,868
Net Assets-$20,777
Open 2018 Filing

Operations Trend

Revenue Growth42nd 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

2018

Revenue$7,608,732
Expenses$7,597,996
Net Income$10,736
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 9, 2019
Return Version
2017v2.2
Gross Receipts
$7,608,732
Mission and Program Overview

Mission

Provide vacation benefits to members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$342,642$489,825▲ $147,183
Savings and Temporary Cash Investments$194,806$203,685▲ $8,879
Land, Buildings, and Equipment, Net-$1,245-
Rtn Earn Endowment Incm Other Fnds$-31,513$-20,777▲ $10,736
Total Assets$537,948$697,091▲ $159,143
Other Assets Total$500$2,336▲ $1,836
Liabilities
Other Liabilities$567,352$716,368▲ $149,016
Accounts Payable and Accrued Expenses$2,109$1,500▼ $609
Total Liabilities$569,461$717,868▲ $148,407
Net Assets / Fund Balance
Total Net Assets Fund Balance$-31,513$-20,777▲ $10,736
Total Liabilities and Net Assets / Fund Balance$537,948$697,091▲ $159,143

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,245$19,160$20,405
Other Assets Org$500--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeOtherTotal
Steven AlexanderUnion TrusteePT$276,411$276,411
Kevin BoyleUnion TrusteePT$275,966$275,966
Charles RobertsUnion TrusteePT$60,665$60,665

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,608,719
Investment Income
$13
Other Revenue
$0
Change in Net Assets
$10,736

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,608,732
Total Revenue per Audited Statements
$7,608,732
Total Revenue per Form 990
$7,608,732
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$47,341
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---$7,550,655
Other Expenses---$39,149
Fees for Services Accounting---$3,800
Office Expenses---$3,433
Fees for Services Legal---$625
Depreciation Depletion---$249
Insurance---$85
Total Functional Expenses$0$0$0$7,597,996

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,597,996
Expenses per Audited Statements$7,448,980
Total Expenses per Audited Statements$7,448,980
Expenses Not Reported on Financial Statements$149,016
Other Expense Adjustments$149,016
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$716,368
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
2019-04-09
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 Appendix366 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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ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-09
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ReturnHeader/FilingSecurityInformation/IPTm011:53:15
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
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ReturnHeader/PreparerPersonGrp/PhoneNum08563100990
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN M DORWART
ReturnHeader/ReturnTs02019-05-09T11:53:24-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$697,091
Liabilities
$717,868
Net assets
-$20,777
Revenue
$7,608,732
Expenses
$7,597,996
Net income
$10,736
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
2018Detailed filing. Detailed filing data is available for this year.$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