Civic Intelligence

Iron Workers Local 401 Vacation Fund

990 • Fiscal year 2020 • EIN 23-7649329

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 13, 2020

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

95th percentile

0.99x

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

2020 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

64th percentile

0.07x

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

2020 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2020

Net Margin

35th percentile

-0.1%

Higher net margin than 35% of similar nonprofits.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

90th percentile

$283,171

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 4.8% of source-year revenue.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2020

Asset Growth

6th percentile

-25%

Faster asset growth than 6% of similar nonprofits.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

17th percentile

-17%

Faster revenue growth than 17% of similar nonprofits.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$433,750

Down $144,698 (-25%) from 2019

Net Assets

Down

$2,568

Down $6,976 (-73%) from 2019

Liabilities

Down

$431,182

Down $137,722 (-24%) from 2019

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin35th percentile

Revenue

Down

$5,848,967

Down $1,223,786 (-17%) from 2019

Expenses

Down

$5,855,943

Down $1,186,489 (-17%) from 2019

Net Income

Down

-$6,976

Down $37,297 (-123%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth6th 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

2020

Assets$433,750
Liabilities$431,182
Net Assets$2,568
Open 2020 Filing

Operations Trend

Revenue Growth17th 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

2020

Revenue$5,848,967
Expenses$5,855,943
Net Income-$6,976
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 13, 2020
Return Version
2019v5.1
Gross Receipts
$5,848,967
Mission and Program Overview

Mission

Provide vacation benefits to members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$315,747$251,808▼ $63,939
Savings and Temporary Cash Investments$261,255$180,795▼ $80,460
Rtn Earn Endowment Incm Other Fnds$9,544$2,568▼ $6,976
Land, Buildings, and Equipment, Net$946$647▼ $299
Total Assets$578,448$433,750▼ $144,698
Other Assets Total$500$500→ $0
Liabilities
Other Liabilities$567,404$429,682▼ $137,722
Accounts Payable and Accrued Expenses$1,500$1,500→ $0
Total Liabilities$568,904$431,182▼ $137,722
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,544$2,568▼ $6,976
Total Liabilities and Net Assets / Fund Balance$578,448$433,750▼ $144,698

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$647$19,757$20,404
Land$0--
Other Assets Org$500--
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Paul ShephardsonUnion TrusteePT$283,171$283,171
Kevin BoyleUnion TrusteePT$282,777$282,777
Steven AlexanderUnion TrusteePT$281,988$281,988

Board Members and Trustees

NameTitle
Eric SimmsEmployer Trustee
Joel LyonsEmployer Trustee
Susan DachowskiEmployer Trustee
Kevin Boyle-
Paul Shephardson-
Steven Alexander-
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,848,967
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-6,976

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,848,967
Total Revenue per Audited Statements
$5,848,967
Total Revenue per Form 990
$5,848,967
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$52,645
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--$5,803,298
Other Expenses$0$0$0$39,160
Office Expenses$0$0$0$7,002
Fees for Services Accounting$0$0$0$4,965
Fees for Services Legal$0$0$0$635
Insurance$0$0$0$584
Depreciation Depletion$0$0$0$299
Total Functional Expenses$0$0$0$5,855,943

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,992,560
Total Expenses per Audited Statements$5,992,560
Total Expenses per Form 990$5,855,943
Expenses Not Reported on Financial Statements$-136,617
Other Expense Adjustments$-136,617
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$428,973
Due to Local 401 General Fund$709
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 35% controlled entity
No
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
2020-11-13
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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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Paul Shephardson
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Steven Alexander
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2Kevin Boyle
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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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Kevin Boyle
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IRON WORKERS LOCAL 401 VACATION FUND
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$433,750
Liabilities
$431,182
Net assets
$2,568
Revenue
$5,848,967
Expenses
$5,855,943
Net income
-$6,976
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
2020Detailed filing. Detailed filing data is available for this year.$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