Civic Intelligence

Specialty Trades Joint Industry Fund

EIN 26-4511779 • 501(c)5 • Valhalla, NY

Profile

The purpose of the fund is to provide educational and training related benefits to any employee who meets certain criteria.

400 Columbus Ave Suite 145SValhalla, NY 10595

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

96th percentile

57%

Higher net margin than 96% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2024

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)5 • <$500k nonprofits • Source year 2024

Asset Growth

93rd percentile

44%

Faster asset growth than 93% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

128%

Faster revenue growth than 98% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$80,146

Up $24,400 (+44%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$80,146

Up $24,400 (+44%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin96th percentile

Revenue

Up

$43,170

Up $24,214 (+128%) from 2023

Expenses

Down

$18,770

Down $332 (-1.7%) from 2023

Net Income

Up

$24,400

Up $24,546 (+16812%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth93rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2018: $36,777Net Assets 2018: $36,7772018Assets 2019: $49,525Net Assets 2019: $49,5252019Assets 2020: $49,688Net Assets 2020: $49,6882020Assets 2021: $46,508Net Assets 2021: $46,5082021Assets 2022: $55,892Net Assets 2022: $55,8922022Assets 2023: $55,746Net Assets 2023: $55,7462023Assets 2024: $80,146Net Assets 2024: $80,1462024

Highlighted filing

2024

Assets$80,146
Liabilities-
Net Assets$80,146
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2018: $29,240Expenses 2018: $11,702Net Income 2018: $17,5382018Revenue 2019: $24,931Expenses 2019: $12,183Net Income 2019: $12,7482019Revenue 2020: $15,747Expenses 2020: $15,584Net Income 2020: $1632020Revenue 2021: $17,160Expenses 2021: $20,340Net Income 2021: -$3,1802021Revenue 2022: $19,127Expenses 2022: $9,743Net Income 2022: $9,3842022Revenue 2023: $18,956Expenses 2023: $19,102Net Income 2023: -$1462023Revenue 2024: $43,170Expenses 2024: $18,770Net Income 2024: $24,4002024

Highlighted filing

2024

Revenue$43,170
Expenses$18,770
Net Income$24,400
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$80,146
Liabilities
-
Net assets
$80,146
Revenue
$43,170
Expenses
$18,770
Net income
$24,400
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$80.1$80.1$43.2$18.8$24.4
2023Detailed filing. Detailed filing data is available for this year.$55.7$55.7$19.0$19.1$0.15
2022Detailed filing. Detailed filing data is available for this year.$55.9$55.9$19.1$9.74$9.38
2021Detailed filing. Detailed filing data is available for this year.$46.5$46.5$17.2$20.3$3.18
2020Detailed filing. Detailed filing data is available for this year.$49.7$49.7$15.7$15.6$0.16
2019Detailed filing. Detailed filing data is available for this year.$49.5$49.5$24.9$12.2$12.7
2018Detailed filing. Detailed filing data is available for this year.$36.8$36.8$29.2$11.7$17.5
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 9, 2025
Return Version
2024v5.1
Gross Receipts
$43,170
Mission and Program Overview

Mission

The purpose of the fund is to provide educational and training related benefits to any employee who meets certain criteria.

Program Services

DescriptionGrantsExpenses
N/A--
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIA D'ANCONAUnion Trustee-$0--
PAUL LEVITOUnion Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Specialty Trades Joint Industry Fund
EIN
26-4511779
Phone
9143670277
Address
400 COLUMBUS AVE SUITE 145S, VALHALLA, NY 10595

Signing Officer

Name
Paul Levito
Title
Union Trustee
Signed
2025-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Liberta & Milo LLP
Address
280 Plandome road, Manhasset, NY 11030
Preparer
Louis G Liberta CPA
Phone
5164847560
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $1274”

Other Expenses.1

“OUTSIDE SERVICE $5250”

Other Expenses.2

“PROMOTIONAL $3854”

Other Expenses.3

“DONATIONS $500”

Other Expenses.4

“TRAINING $275”

Other Expenses.5

“PARKING $200”

Other Expenses.6

“Repairs & maintenance $120”

Raw XML Appendix107 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SPECIALTY TRADES JOINT INDUSTR
IRS990EZ/BooksInCareOfDetail/PhoneNum09143670277
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0400 COLUMBUS AVE SUITE 145S
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VALHALLA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd010595
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt055746
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt080146
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt024400
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01400
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt055746
IRS990EZ/Form990TotalAssetsGrp/EOYAmt080146
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt043170
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt043170
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt055746
IRS990EZ/NetAssetsOrFundBalancesEOYAmt080146
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt055746
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt080146
IRS990EZ/OccupancyRentUtltsAndMaintAmt05897
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARIA D'ANCONA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAUL LEVITO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0UNION TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1UNION TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt011473
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSE OF THE FUND IS TO PROVIDE EDUCATIONAL AND TRAINING RELATED BENEFITS TO ANY EMPLOYEE WHO MEETS CERTAIN CRITERIA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0N/A
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt018770
IRS990EZ/TotalRevenueAmt043170
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0UNION
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1274
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OUTSIDE SERVICE $5250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROMOTIONAL $3854
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DONATIONS $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRAINING $275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PARKING $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6REPAIRS & MAINTENANCE $120
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL LEVITO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0UNION TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SPECIALTY TRADES JOINT INDUSTRY FUND
ReturnHeader/Filer/BusinessNameControlTxt0SPEC
ReturnHeader/Filer/EIN0264511779
ReturnHeader/Filer/PhoneNum09143670277
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 COLUMBUS AVE SUITE 145S
ReturnHeader/Filer/USAddress/CityNm0VALHALLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010595
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0112876516
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Liberta & Milo LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0280 Plandome road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Manhasset
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011030
ReturnHeader/PreparerPersonGrp/PhoneNum05164847560
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LOUIS G LIBERTA CPA
ReturnHeader/ReturnTs02025-05-09T06:50:57-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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