Civic Intelligence

Iron Workers Local 401 Vacation Fund

990 • Fiscal year 2019 • EIN 23-7649329

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 06, 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

96th percentile

0.98x

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

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

64th percentile

0.08x

Higher debt load relative to revenue than 64% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Net Margin

37th percentile

0.4%

Higher net margin than 37% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

92nd percentile

$276,559

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Asset Growth

10th percentile

-17%

Faster asset growth than 10% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

23rd percentile

-7.0%

Faster revenue growth than 23% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets96th percentile

Assets

Down

$578,448

Down $118,643 (-17%) from 2018

Net Assets

Up

$9,544

Up $30,321 (+146%) from 2018

Liabilities

Down

$568,904

Down $148,964 (-21%) from 2018

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin37th percentile

Revenue

Down

$7,072,753

Down $535,979 (-7.0%) from 2018

Expenses

Down

$7,042,432

Down $555,564 (-7.3%) from 2018

Net Income

Up

$30,321

Up $19,585 (+182%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth10th 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

2019

Assets$578,448
Liabilities$568,904
Net Assets$9,544
Open 2019 Filing

Operations Trend

Revenue Growth23rd 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

2019

Revenue$7,072,753
Expenses$7,042,432
Net Income$30,321
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 6, 2019
Return Version
2018v3.1
Gross Receipts
$7,072,753
Mission and Program Overview

Mission

Provide vacation benefits to members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$489,825$315,747▼ $174,078
Savings and Temporary Cash Investments$203,685$261,255▲ $57,570
Rtn Earn Endowment Incm Other Fnds$-20,777$9,544▲ $30,321
Land, Buildings, and Equipment, Net$1,245$946▼ $299
Total Assets$697,091$578,448▼ $118,643
Other Assets Total$2,336$500▼ $1,836
Liabilities
Other Liabilities$716,368$567,404▼ $148,964
Accounts Payable and Accrued Expenses$1,500$1,500→ $0
Total Liabilities$717,868$568,904▼ $148,964
Net Assets / Fund Balance
Total Net Assets Fund Balance$-20,777$9,544▲ $30,321
Total Liabilities and Net Assets / Fund Balance$697,091$578,448▼ $118,643

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$946$19,459$20,405
Land$0--
Other Assets Org$500--
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steven AlexanderUnion TrusteePT-$276,559$276,559
Steven Alexander--$151,701$124,858$276,559
Kevin BoyleUnion TrusteePT-$275,539$275,539
Kevin Boyle--$150,681$124,858$275,539
Charles RobertsUnion TrusteePT-$60,777$60,777

Board Members and Trustees

NameTitle
Eric SimmsEmployer Trustee
Joel LyonsEmployer Trustee
Susan DachowskiEmployer Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,072,752
Investment Income
$1
Other Revenue
$0
Change in Net Assets
$30,321

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,072,753
Total Revenue per Audited Statements
$7,072,753
Total Revenue per Form 990
$7,072,753
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$50,357
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$0--$6,992,075
Other Expenses$0$0$0$39,880
Office Expenses$0$0$0$5,404
Fees for Services Accounting$0$0$0$4,000
Fees for Services Legal$0$0$0$688
Depreciation Depletion$0$0$0$299
Insurance$0$0$0$86
Total Functional Expenses$0$0$0$7,042,432

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,193,210
Total Expenses per Audited Statements$7,193,210
Total Expenses per Form 990$7,042,432
Expenses Not Reported on Financial Statements$-150,778
Other Expense Adjustments$-150,778
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Vacation Benefits Payable$565,590
Due to Local 401 General Fund$1,814
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
2019-11-06
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.”

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Written statements from Board and employees - random audit files.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The documents are available upon request at the Fund office.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Transfer from Local Affiliate.
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$578,448
Liabilities
$568,904
Net assets
$9,544
Revenue
$7,072,753
Expenses
$7,042,432
Net income
$30,321
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
2019Detailed filing. Detailed filing data is available for this year.$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