Civic Intelligence

Op & Cmia Local 262

990EZ • Fiscal year 2016 • EIN 27-3847671

Oct 01, 2015 to Sep 30, 2016 • Filed on Feb 08, 2017

Organization ProfileN/A
3233 Laconia AvenueBronx, NY 10469

(718) 547-5440

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

63rd percentile

0.01x

Higher debt load relative to revenue than 63% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Net Margin

85th percentile

22%

Higher net margin than 85% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Asset Growth

62nd percentile

6.8%

Faster asset growth than 62% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

93rd percentile

34%

Faster revenue growth than 93% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$201,744

Up $12,783 (+6.8%) from 2015

Net Assets

Up

$201,286

Up $14,386 (+7.7%) from 2015

Liabilities

Down

$458

Down $1,603 (-78%) from 2015

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin85th percentile

Revenue

Up

$64,664

Up $16,523 (+34%) from 2015

Expenses

Up

$50,278

Up $28,365 (+129%) from 2015

Net Income

Down

$14,386

Down $11,842 (-45%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$300K$200K$100K$0Assets 2012: $87,506Net Assets 2012: $87,5062012Assets 2013: $122,508Liabilities 2013: $120Net Assets 2013: $122,3882013Assets 2014: $160,672Net Assets 2014: $160,6722014Assets 2015: $188,961Liabilities 2015: $2,061Net Assets 2015: $186,9002015Assets 2016: $201,744Liabilities 2016: $458Net Assets 2016: $201,2862016Assets 2017: $218,478Net Assets 2017: $218,4782017Assets 2018: $0Net Assets 2018: $02018

Highlighted filing

2016

Assets$201,744
Liabilities$458
Net Assets$201,286
Open 2016 Filing

Operations Trend

Revenue Growth93rd percentile

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

$80K$60K$40K$20K$0Revenue 2012: $65,804Expenses 2012: $11,695Net Income 2012: $54,1092012Revenue 2013: $62,884Expenses 2013: $28,002Net Income 2013: $34,8822013Revenue 2014: $62,005Expenses 2014: $23,721Net Income 2014: $38,2842014Revenue 2015: $48,141Expenses 2015: $21,913Net Income 2015: $26,2282015Revenue 2016: $64,664Expenses 2016: $50,278Net Income 2016: $14,3862016Revenue 2017: $64,508Expenses 2017: $47,316Net Income 2017: $17,1922017Revenue 2018: $40,834Expenses 2018: $10,881Net Income 2018: $29,9532018

Highlighted filing

2016

Revenue$64,664
Expenses$50,278
Net Income$14,386
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Feb 8, 2017
Return Version
2015v3.0
Gross Receipts
$64,664
Mission and Program Overview

Mission

The purpose of this trust is to improve communication between the union and employers and relay to the public the advantages of using union labor. The fund may use the fund's assets that is permissible under the applicable provisions of the code, law and this trust. The fund had a termination of trusteeship on march 25, 2017 and is under the control of the board of trustees. The board of trustees continue to develop and implement adequate procedures to ensure that the fund will be able to represent the members and perform the duties of a bargaining representative.

To provide apprenticeship and training related benefits to qualified participants in the amounts and under the conditions as specified in the agreement and plan, in accordance with the applicable law. The fund may provide any benefit that is permissible under the applicable provisions of the code.

Program Services

DescriptionGrantsExpenses
TO PROVIDE APPRENTICESHIP AND TRAINING RELATED BENEFITS TO QUALIFIED PARTICIPANTS IN THE AMOUNTS AND UNDER THE CONDITIONS AS SPECIFIED IN THE AGREEMENT AND PLAN, IN ACCORDANCE WITH THE APPLICABLE LAW. THE FUND MAY PROVIDE ANY BENEFIT THAT IS PERMISSIBLE UNDER THE APPLICABLE PROVISIONS OF THE CODE.--
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL HUBLERUnion Trustee-$0--
MICHAEL PATTIEmployer Truste-$0--
VINCENT COLLETTIEr Trustee-$0--
PAT FINLEYUnion Trustee-$0--
SALVATORE DILORENZOAlt Er Trustee-$0--
EARL HURDAlt Uno Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Op & Cmia Local 262
EIN
27-3847671
Phone
7185475440
Address
3233 LACONIA AVENUE, BRONX, NY 10469

Signing Officer

Name
Michael Hubler
Title
Union Trustee
Signed
2017-02-08
Discuss with paid preparer
Yes

Preparer

Firm
Wagner & Zwerman LLP
Address
450 Wireless Boulevard, Hauppauge, NY 11788
Preparer
Andrew M Zwerman CPA
Phone
6317771000
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $3110”

Other Expenses.1005

“Travel $553”

Other Expenses.1009

“Depreciation $51”

Other Expenses.1

“Intn'l apprentice assessment $28491”

Other Expenses.2

“Allocated admin expenses $3984”

Other Expenses.3

“Promotional expenses $2288”

Other Assets.1001

“Automobiles - Beginning $118 Automobiles - Ending $119”

Other Assets.1003

“Machinery and Equipment - Beginning $8 Machinery and Equipment - Ending $8”

Other Assets.1005

“Accounts Receivable - Beginning $2155 Accounts Receivable - Ending $5806”

Total Liabilities.1

“DUE TO AFFILIATE - Beginning $2061 DUE TO AFFILIATE - Ending $458”

Raw XML Appendix132 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/PersonNm0OP CMIA LOCAL 262
IRS990EZ/BooksInCareOfDetail/PhoneNum07185475440
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03233 LACONIA AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BRONX
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd010469
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0186680
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0195811
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014386
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04501
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0188961
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0201744
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt07300
IRS990EZ/GrossReceiptsAmt064664
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0577
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0186900
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0201286
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0186900
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0201286
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAEL HUBLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL PATTI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2VINCENT COLLETTI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAT FINLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SALVATORE DILORENZO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5EARL HURD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0UNION TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EMPLOYER TRUSTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2ER TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3UNION TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ALT ER TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5ALT UNO TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02281
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05933
IRS990EZ/OtherExpensesTotalAmt038477
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE APPRENTICESHIP AND TRAINING RELATED BENEFITS TO QUALIFIED PARTICIPANTS IN THE AMOUNTS AND UNDER THE CONDITIONS AS SPECIFIED IN THE AGREEMENT AND PLAN, IN ACCORDANCE WITH THE APPLICABLE LAW. THE FUND MAY PROVIDE ANY BENEFIT THAT IS PERMISSIBLE UNDER THE APPLICABLE PROVISIONS OF THE CODE.
IRS990EZ/ProgramServiceRevenueAmt064087
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE APPRENTICESHIP AND TRAINING RELATED BENEFITS TO QUALIFIED PARTICIPANTS IN THE AMOUNTS AND UNDER THE CONDITIONS AS SPECIFIED IN THE AGREEMENT AND PLAN, IN ACCORDANCE WITH THE APPLICABLE LAW. THE FUND MAY PROVIDE ANY BENEFIT THAT IS PERMISSIBLE UNDER THE APPLICABLE PROVISIONS OF THE CODE.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02061
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0458
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050278
IRS990EZ/TotalRevenueAmt064664
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $3110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $553
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Depreciation $51
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INTN'L APPRENTICE ASSESSMENT $28491
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALLOCATED ADMIN EXPENSES $3984
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROMOTIONAL EXPENSES $2288
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Automobiles - Beginning $118 Automobiles - Ending $119
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Machinery and Equipment - Beginning $8 Machinery and Equipment - Ending $8
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Accounts Receivable - Beginning $2155 Accounts Receivable - Ending $5806
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9DUE TO AFFILIATE - Beginning $2061 DUE TO AFFILIATE - Ending $458
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Assets.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Total Liabilities.1
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL HUBLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0UNION TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OP & CMIA LOCAL 262
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LABOR MGMT COOPERATIVE FUND
ReturnHeader/Filer/BusinessNameControlTxt0OP&C
ReturnHeader/Filer/EIN0273847671
ReturnHeader/Filer/PhoneNum07185475440
ReturnHeader/Filer/USAddress/AddressLine1Txt03233 LACONIA AVENUE
ReturnHeader/Filer/USAddress/CityNm0BRONX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010469
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wagner & Zwerman LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0450 Wireless Boulevard
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Hauppauge
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011788
ReturnHeader/PreparerPersonGrp/PhoneNum06317771000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW M ZWERMAN CPA
ReturnHeader/ReturnTs02017-02-08T09:02:16-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-10-01
ReturnHeader/TaxPeriodEndDt02016-09-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$201,744
Liabilities
$458
Net assets
$201,286
Revenue
$64,664
Expenses
$50,278
Net income
$14,386
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.41$0.11$0.30
2017Detailed filing. Detailed filing data is available for this year.$2.18$2.18$0.65$0.47$0.17
2016Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.01$0.65$0.50$0.14
2015Detailed filing. Detailed filing data is available for this year.$1.89$0.02$1.87$0.48$0.22$0.26
2014Detailed filing. Detailed filing data is available for this year.$1.61$1.61$0.62$0.24$0.38
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.00$1.22$0.63$0.28$0.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.88$0.66$0.12$0.54