Civic Intelligence

Local 15 Operating Engineers Scholarship Fund

990EZ • Fiscal year 2019 • EIN 26-4778236

Oct 01, 2018 to Sep 30, 2019 • Filed on Dec 12, 2019

Organization ProfileN/A
44-40 11th StreetLong Island City, NY 11101

(212) 929-5327

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

95th percentile

0.51x

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

2019 filings • NTEE B82 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

98th percentile

1.81x

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

2019 filings • NTEE B82 • <$500k nonprofits • Source year 2019

Net Margin

42nd percentile

1.4%

Higher net margin than 42% of similar nonprofits.

2019 filings • NTEE B82 • <$500k nonprofits • Source year 2019

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2019 filings • NTEE B82 • <$500k nonprofits • Source year 2019

Asset Growth

74th percentile

18%

Faster asset growth than 74% of similar nonprofits.

2019 filings • NTEE B82 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

42nd percentile

-6.9%

Faster revenue growth than 42% of similar nonprofits.

2019 filings • NTEE B82 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets95th percentile

Assets

Up

$140,266

Up $21,522 (+18%) from 2018

Net Assets

Up

$68,341

Up $557 (+0.8%) from 2018

Liabilities

Up

$71,925

Up $20,965 (+41%) from 2018

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin42nd percentile

Revenue

Down

$39,637

Down $2,934 (-6.9%) from 2018

Expenses

Down

$39,080

Down $2,599 (-6.2%) from 2018

Net Income

Down

$557

Down $335 (-38%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0-$50KAssets 2010: $48,464Liabilities 2010: $5,000Net Assets 2010: $43,4642010Assets 2011: $43,702Liabilities 2011: $20,280Net Assets 2011: $23,4222011Assets 2012: $13,833Liabilities 2012: $17,743Net Assets 2012: -$3,9102012Assets 2013: $7,148Liabilities 2013: $7,600Net Assets 2013: -$4522013Assets 2015: $44,568Liabilities 2015: $8,000Net Assets 2015: $36,5682015Assets 2016: $73,735Liabilities 2016: $8,000Net Assets 2016: $65,7352016Assets 2017: $114,757Liabilities 2017: $47,865Net Assets 2017: $66,8922017Assets 2018: $118,744Liabilities 2018: $50,960Net Assets 2018: $67,7842018Assets 2019: $140,266Liabilities 2019: $71,925Net Assets 2019: $68,3412019Assets 2020: $45,021Liabilities 2020: $8,200Net Assets 2020: $36,8212020Assets 2022: $27,203Liabilities 2022: $24,250Net Assets 2022: $2,9532022Assets 2025: $61,884Liabilities 2025: $9,840Net Assets 2025: $52,0442025

Highlighted filing

2019

Assets$140,266
Liabilities$71,925
Net Assets$68,341
Open 2019 Filing

Operations Trend

Revenue Growth42nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2010: $81,331Expenses 2010: $37,867Net Income 2010: $43,4642010Revenue 2011: $41,370Expenses 2011: $61,412Net Income 2011: -$20,0422011Revenue 2012: $40,800Expenses 2012: $68,132Net Income 2012: -$27,3322012Revenue 2013: $45,354Expenses 2013: $41,896Net Income 2013: $3,4582013Revenue 2015: $60,345Expenses 2015: $36,170Net Income 2015: $24,1752015Revenue 2016: $69,290Expenses 2016: $40,123Net Income 2016: $29,1672016Revenue 2017: $46,706Expenses 2017: $45,549Net Income 2017: $1,1572017Revenue 2018: $42,571Expenses 2018: $41,679Net Income 2018: $8922018Revenue 2019: $39,637Expenses 2019: $39,080Net Income 2019: $5572019Revenue 2020: $13,803Expenses 2020: $45,323Net Income 2020: -$31,5202020Revenue 2022: $33,132Expenses 2022: $39,614Net Income 2022: -$6,4822022Revenue 2025: $127,944Expenses 2025: $121,656Net Income 2025: $6,2882025

Highlighted filing

2019

Revenue$39,637
Expenses$39,080
Net Income$557
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Dec 12, 2019
Return Version
2018v3.1
Gross Receipts
$75,617
Mission and Program Overview

Mission

The purpose of the organization is to provide scholarships to eligible children of members of the international union of operating engineers local 15, 15a, 15b, 15c, 15d, 15g, 15h, afl-cio.

the purpose of the organization is to provide scholarships to eligible children of members of the international union of operating engineers local 15, 15a, 15b, 15c 15d.

Program Services

DescriptionGrantsExpenses
the purpose of the organization is to provide scholarships to eligible children of members of the international union of operating engineers local 15, 15a, 15b, 15c 15d.$24,000-
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
james t callahanChairman-$0--
thomas a callahanDirector-$0--
denise richardsonDirector-$0--
michael salgoDirector-$0--
christopher thomasPresident-$0--
robert j burnsVice President-$0--
michael a salernoTreasurer-$0--
judith hartSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Picnic$75,060$35,980$35,980$0
Total Events$75,060$35,980$35,980-
Filing and Contact Details

Filer

Filer Name
Local 15 Operating Engineers Scholarship
EIN
26-4778236
Phone
2129295327
Address
44-40 11TH STREET, LONG ISLAND CITY, NY 11101

Signing Officer

Name
james t callahan
Title
Chairman
Signed
2019-12-12
Discuss with paid preparer
Yes

Preparer

Firm
Schultheis & Panettieri LLP
Address
450 Wireless Blvd, Hauppauge, NY 11788
Preparer
Carol Westfall
Phone
6312734778
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: SCHOLARSHIPs | Cash Amount Given: $24000”

Other Expenses.2

“SCHOLARSHIP DINNER $2265”

Other Assets.1

“contribution receivable - Beginning $16679 contribution receivable - Ending $31759”

Total Liabilities.1

“ACCRUED EXPENSES - Beginning $8000 ACCRUED EXPENSES - Ending $8000”

Total Liabilities.2

“DUE TO RELATED ORG - Beginning $42960 DUE TO RELATED ORG - Ending $63925”

Raw XML Appendix208 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/PersonNm0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum02129295327
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt044-40 11TH STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LONG ISLAND CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd011101
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0102065
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0108507
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt039080
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0557
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08000
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0118744
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0140266
IRS990EZ/FundraisingGrossIncomeAmt035980
IRS990EZ/GrantsAndSimilarAmountsPaidAmt024000
IRS990EZ/GrossReceiptsAmt075617
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0557
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt067784
IRS990EZ/NetAssetsOrFundBalancesEOYAmt068341
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt067784
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt068341
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0james t callahan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1thomas a callahan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2denise richardson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3michael salgo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4christopher thomas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5robert j burns
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6michael a salerno
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7judith hart
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt016679
IRS990EZ/OtherAssetsTotalDetail/EOYAmt031759
IRS990EZ/OtherExpensesTotalAmt02265
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0the purpose of the organization is to provide scholarships to eligible children of members of the international union of operating engineers local 15, 15a, 15b, 15c 15d.
IRS990EZ/PrintingPublicationsPostageAmt04815
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0the purpose of the organization is to provide scholarships to eligible children of members of the international union of operating engineers local 15, 15a, 15b, 15c 15d.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt024000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt035980
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt050960
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt071925
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039080
IRS990EZ/TotalProgramServiceExpensesAmt024000
IRS990EZ/TotalRevenueAmt039637
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt039080
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt041679
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt046249
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt068975
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt098760
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0294743
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0557
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0892
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0457
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0315
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0174
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02395
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt035980
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt042960
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt039865
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0118805
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0557
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0892
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0457
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0315
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0174
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02395
IRS990ScheduleA/InvestmentIncomeCYPct00.00580
IRS990ScheduleA/InvestmentIncomePYPct00.00480
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99420
IRS990ScheduleA/PublicSupportPY509Pct00.99520
IRS990ScheduleA/PublicSupportTotal509Amt0413548
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt075060
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt084639
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt086114
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt068975
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt098760
IRS990ScheduleA/Total509Grp/TotalAmt0413548
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt075617
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt085531
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt086571
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt069290
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt098934
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0415943
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt039080
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt039080
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt035980
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PICNIC
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt075060
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt075060
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt035980
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt035980
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt035980
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt035980
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: SCHOLARSHIPs | Cash Amount Given: $24000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHOLARSHIP DINNER $2265
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2contribution receivable - Beginning $16679 contribution receivable - Ending $31759
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCRUED EXPENSES - Beginning $8000 ACCRUED EXPENSES - Ending $8000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DUE TO RELATED ORG - Beginning $42960 DUE TO RELATED ORG - Ending $63925
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Total Liabilities.2
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0james t callahan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-12-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCAL 15 OPERATING ENGINEERS SCHOLARSHIP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FUND
ReturnHeader/Filer/BusinessNameControlTxt0LOCA
ReturnHeader/Filer/EIN0264778236
ReturnHeader/Filer/PhoneNum02129295327
ReturnHeader/Filer/USAddress/AddressLine1Txt044-40 11TH STREET
ReturnHeader/Filer/USAddress/CityNm0LONG ISLAND CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011101
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0131577780
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Schultheis & Panettieri LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0450 Wireless Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Hauppauge
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011788
ReturnHeader/PreparerPersonGrp/PhoneNum06312734778
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAROL WESTFALL
ReturnHeader/ReturnTs02019-12-12T11:17:36-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-10-01
ReturnHeader/TaxPeriodEndDt02019-09-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$140,266
Liabilities
$71,925
Net assets
$68,341
Revenue
$39,637
Expenses
$39,080
Net income
$557
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.62$0.10$0.52$1.28$1.22$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.27$0.24$0.03$0.33$0.40$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.45$0.08$0.37$0.14$0.45$0.32
2019Detailed filing. Detailed filing data is available for this year.$1.40$0.72$0.68$0.40$0.39$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.51$0.68$0.43$0.42$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.15$0.48$0.67$0.47$0.46$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.74$0.08$0.66$0.69$0.40$0.29
2015Detailed filing. Detailed filing data is available for this year.$0.45$0.08$0.37$0.60$0.36$0.24
2013Detailed filing. Detailed filing data is available for this year.$0.07$0.08$0.00$0.45$0.42$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.14$0.18$0.04$0.41$0.68$0.27
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.20$0.23$0.41$0.61$0.20
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.05$0.43$0.81$0.38$0.43