Civic Intelligence

Michigan Laborer'S Vacation Fund

990 • Fiscal year 2016 • EIN 38-2106864

Sep 01, 2015 to Aug 31, 2016 • Filed on Feb 09, 2017

Organization ProfileWWW.MICHIGANLABORERS.ORG

View Organization Page

6525 Centurion DriveLansing, MI 48917

(517) 321-7502

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.92x

Higher debt load relative to assets than 93% of similar nonprofits.

2016 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2016

Liabilities / Revenue

90th percentile

0.50x

Higher debt load relative to revenue than 90% of similar nonprofits.

2016 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2016

Net Margin

44th percentile

0.6%

Higher net margin than 44% of similar nonprofits.

2016 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2016

Top Officer Pay

72nd percentile

$196,647

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2016 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2016

Asset Growth

26th percentile

-2.0%

Faster asset growth than 26% of similar nonprofits.

2016 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Revenue Growth

81st percentile

13%

Faster revenue growth than 81% of similar nonprofits.

2016 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$12,712,830

Down $265,385 (-2.0%) from 2015

Net Assets

Up

$1,070,762

Up $163,379 (+18%) from 2015

Liabilities

Down

$11,642,068

Down $428,764 (-3.6%) from 2015

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin44th percentile

Revenue

Up

$23,396,442

Up $2,664,496 (+13%) from 2015

Expenses

Up

$23,262,147

Up $2,587,492 (+13%) from 2015

Net Income

Up

$134,295

Up $77,004 (+134%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$40M$30M$20M$10M$0Assets 2011: $9,070,209Liabilities 2011: $7,959,959Net Assets 2011: $1,110,2502011Assets 2012: $8,776,469Liabilities 2012: $7,703,797Net Assets 2012: $1,072,6722012Assets 2013: $9,296,365Liabilities 2013: $8,421,022Net Assets 2013: $875,3432013Assets 2014: $11,023,485Liabilities 2014: $10,155,161Net Assets 2014: $868,3242014Assets 2015: $12,978,215Liabilities 2015: $12,070,832Net Assets 2015: $907,3832015Assets 2016: $12,712,830Liabilities 2016: $11,642,068Net Assets 2016: $1,070,7622016Assets 2017: $19,280,265Liabilities 2017: $17,997,242Net Assets 2017: $1,283,0232017Assets 2018: $21,829,068Liabilities 2018: $20,181,372Net Assets 2018: $1,647,6962018Assets 2019: $24,164,342Liabilities 2019: $21,681,387Net Assets 2019: $2,482,9552019Assets 2020: $23,514,255Liabilities 2020: $20,552,568Net Assets 2020: $2,961,6872020Assets 2021: $27,310,767Liabilities 2021: $24,060,232Net Assets 2021: $3,250,5352021Assets 2023: $32,184,959Liabilities 2023: $29,372,393Net Assets 2023: $2,812,5662023Assets 2024: $34,992,300Liabilities 2024: $32,686,859Net Assets 2024: $2,305,4412024

Highlighted filing

2016

Assets$12,712,830
Liabilities$11,642,068
Net Assets$1,070,762
Open 2016 Filing

Operations Trend

Revenue Growth81st percentile

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

$80M$60M$40M$20M$0-$20MExpenses 2011: $14,995,3832011Expenses 2012: $16,257,4822012Revenue 2013: $17,404,448Expenses 2013: $17,554,165Net Income 2013: -$149,7172013Revenue 2014: $20,067,680Expenses 2014: $20,087,420Net Income 2014: -$19,7402014Revenue 2015: $20,731,946Expenses 2015: $20,674,655Net Income 2015: $57,2912015Revenue 2016: $23,396,442Expenses 2016: $23,262,147Net Income 2016: $134,2952016Revenue 2017: $36,187,028Expenses 2017: $36,132,733Net Income 2017: $54,2952017Revenue 2018: $42,263,162Expenses 2018: $41,857,539Net Income 2018: $405,6232018Revenue 2019: $44,144,680Expenses 2019: $43,456,258Net Income 2019: $688,4222019Revenue 2020: $45,901,372Expenses 2020: $45,379,248Net Income 2020: $522,1242020Revenue 2021: $50,300,432Expenses 2021: $50,126,522Net Income 2021: $173,9102021Revenue 2023: $63,998,668Expenses 2023: $64,109,379Net Income 2023: -$110,7112023Revenue 2024: $67,461,060Expenses 2024: $68,180,446Net Income 2024: -$719,3862024

Highlighted filing

2016

Revenue$23,396,442
Expenses$23,262,147
Net Income$134,295
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Feb 9, 2017
Return Version
2015v3.0
Gross Receipts
$62,607,173
Mission and Program Overview

Mission

Payment of vacation benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,819,503$9,807,542▲ $988,039
Accounts Receivable$2,684,562$2,673,168▼ $11,394
Savings and Temporary Cash Investments$1,386,614--
Rtn Earn Endowment Incm Other Fnds$907,383$1,070,762▲ $163,379
Cash and Non-Interest-Bearing Accounts$83,743$229,014▲ $145,271
Total Assets$12,978,215$12,712,830▼ $265,385
Other Assets Total$3,793$3,106▼ $687
Liabilities
Other Liabilities$6,077,022$6,638,363▲ $561,341
Accounts Payable and Accrued Expenses$5,993,810$5,003,705▼ $990,105
Total Liabilities$12,070,832$11,642,068▼ $428,764
Net Assets / Fund Balance
Total Net Assets Fund Balance$907,383$1,070,762▲ $163,379
Total Liabilities and Net Assets / Fund Balance$12,978,215$12,712,830▼ $265,385
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleOtherTotal
William BassTrustee$149,372$149,372
Michael AaronTrustee$142,465$142,465
Geno Alessandrini JrTrustee$129,602$129,602
Arlandar WashingtonTrustee$128,349$128,349
Robert MalcolmTrustee$125,177$125,177
Brent PilarskiTrustee$53,336$53,336

Board Members and Trustees

NameTitle
Bart CarriganChairman
Dan HustedTrustee
Dave CoatesTrustee
Doug PetersTrustee
Gene Alessandrini SrTrustee
Glenn BukoskiTrustee
Kevin CunninghamTrustee
Marie StechTrustee
Mike KettlewellTrustee
Mike NystromTrustee
Robert CoppersmithTrustee
Alex ZurekSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Tic International CorporationAdministrative6525 CENTURION DRIVE, Lansing, MI 48917$164,466
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$23,045,764
Investment Income
$112,393
Other Revenue
$238,285
Change in Net Assets
$134,295

Audited Revenue Reconciliation

Revenue per Audited Statements
$23,394,442
Revenue Not Reported on Financial Statements
$2,000
Revenue Not Reported on Form 990
$29,084
Total Revenue per Audited Statements
$23,423,526
Total Revenue per Form 990
$23,396,442
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$247,491
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$23,014,656--$23,014,656
Fees for Services Management-$164,466-$164,466
Fees for Services Accounting-$28,030-$28,030
Office Expenses-$24,179-$24,179
Fees for Services Legal-$16,882-$16,882
Fees for Services Other-$7,747-$7,747
Insurance-$2,387-$2,387
Fees for Service Investment Mgmnt Fees-$2,000-$2,000
Information Technology-$1,800-$1,800
Total Functional Expenses$23,014,656$247,491$0$23,262,147

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$23,262,147
Expenses per Audited Statements$23,260,147
Total Expenses per Audited Statements$23,260,147
Expenses Not Reported on Financial Statements$2,000
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
Benefits Payable$6,638,363
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI

“Line 2 - family relationship or business relationship - the relationship line 12 - annually each trustees must answer the fiduciary liability line 15 - the fund did not have a ceo, executive director, or top”

Form 990, Page 6, Part VI, Line 11B

“The form 990 is presented and approved at the board of trustees' meeting, subject to review and approval by the fund's attorney.”

Form 990, Page 6, Part VI, Line 19

“The fund is established and maintained pursuant to the employee retirement security act of 1974, as amended. It operates in compliance with the reporting and disclosure requirements of subtitle b, part 1 of erisa with respect to disclosure of its governing documents and financial information. It operates in compliance with the fiduciary responsibility requirements of subtitle b, part 4 of erisa. The fund does not have a conflicts of interest policy.”

Filing and Contact Details

Filer

Filer Name
MICHIGAN LABORER'S VACATION FUND
EIN
38-2106864
Phone
5173217502
Address
6525 CENTURION DRIVE, LANSING, MI 48917

Signing Officer

Name
Bart Carrigan
Title
Chairman
Phone
5173217502
Signed
2017-02-09

Organization Details

Principal Officer
Bart Carrigan
Formed
1965
Legal Domicile
Mi
Voting Board Members
16
Independent Board Members
8
Employees
0

Preparer

Firm
Benda Grace Stulz & Company Pc
Address
38800 VAN DYKE AVE STE 100, STERLING HEIGHTS, MI 48312
Preparer
Bryan Stulz
Phone
5868836240
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0BART CARRIGAN
IRS990/ProfessionalFundraisingInd0false
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFITS PAYABLE
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1GENE ALESSANDRINI SR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0SECRETARY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 2 - FAMILY RELATIONSHIP OR BUSINESS RELATIONSHIP - THE RELATIONSHIP LINE 12 - ANNUALLY EACH TRUSTEES MUST ANSWER THE FIDUCIARY LIABILITY LINE 15 - THE FUND DID NOT HAVE A CEO, EXECUTIVE DIRECTOR, OR TOP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PRESENTED AND APPROVED AT THE BOARD OF TRUSTEES' MEETING, SUBJECT TO REVIEW AND APPROVAL BY THE FUND'S ATTORNEY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FUND IS ESTABLISHED AND MAINTAINED PURSUANT TO THE EMPLOYEE RETIREMENT SECURITY ACT OF 1974, AS AMENDED. IT OPERATES IN COMPLIANCE WITH THE REPORTING AND DISCLOSURE REQUIREMENTS OF SUBTITLE B, PART 1 OF ERISA WITH RESPECT TO DISCLOSURE OF ITS GOVERNING DOCUMENTS AND FINANCIAL INFORMATION. IT OPERATES IN COMPLIANCE WITH THE FIDUCIARY RESPONSIBILITY REQUIREMENTS OF SUBTITLE B, PART 4 OF ERISA. THE FUND DOES NOT HAVE A CONFLICTS OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$12,712,830
Liabilities
$11,642,068
Net assets
$1,070,762
Revenue
$23,396,442
Expenses
$23,262,147
Net income
$134,295
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$35.0$32.7$2.31$67.5$68.2$0.72
2023Detailed filing. Detailed filing data is available for this year.$32.2$29.4$2.81$64.0$64.1$0.11
2021Detailed filing. Detailed filing data is available for this year.$27.3$24.1$3.25$50.3$50.1$0.17
2020Detailed filing. Detailed filing data is available for this year.$23.5$20.6$2.96$45.9$45.4$0.52
2019Detailed filing. Detailed filing data is available for this year.$24.2$21.7$2.48$44.1$43.5$0.69
2018Detailed filing. Detailed filing data is available for this year.$21.8$20.2$1.65$42.3$41.9$0.41
2017Detailed filing. Detailed filing data is available for this year.$19.3$18.0$1.28$36.2$36.1$0.05
2016Detailed filing. Detailed filing data is available for this year.$12.7$11.6$1.07$23.4$23.3$0.13
2015Detailed filing. Detailed filing data is available for this year.$13.0$12.1$0.91$20.7$20.7$0.06
2014Detailed filing. Detailed filing data is available for this year.$11.0$10.2$0.87$20.1$20.1$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.30$8.42$0.88$17.4$17.6$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.78$7.70$1.07$16.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.07$7.96$1.11$15.0