Civic Intelligence

Ua Local Union No 125 Vacation Fund

EIN 42-1360694 • 501(c)5 • Cedar Rapids, IA

View Organization Page

Profile

Employee vacation savings account through payroll deduction and remitted by employer.

1831 16th Avenue SWCedar Rapids, IA 52404

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 2023

Liabilities / Revenue

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)5 • <$500k nonprofits • Source year 2023

Net Margin

1st percentile

-383%

Higher net margin than 1% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2023

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 2023

Asset Growth

5th percentile

-100%

Faster asset growth than 5% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $1,121,388 (-100%) from 2022

Liabilities

Down

$0

Down $1,110,521 (-100%) from 2022

Net Assets

Down

$0

Down $10,867 (-100%) from 2022

Operations
Liabilities / Revenue60th percentileNet Margin1st percentile

Revenue

Down

$2,834

Down $1,527,962 (-100%) from 2022

Expenses

Down

$13,701

Down $1,503,925 (-99%) from 2022

Net Income

Down

-$10,867

Down $24,037 (-183%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth5th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KAssets 2014: $1,403,843Liabilities 2014: $1,404,223Net Assets 2014: -$3802014Assets 2015: $1,534,968Liabilities 2015: $1,535,204Net Assets 2015: -$2362015Assets 2016: $1,466,802Liabilities 2016: $1,467,500Net Assets 2016: -$6982016Assets 2017: $872,935Liabilities 2017: $875,854Net Assets 2017: -$2,9192017Assets 2018: $859,679Liabilities 2018: $861,914Net Assets 2018: -$2,2352018Assets 2019: $871,175Liabilities 2019: $873,204Net Assets 2019: -$2,0292019Assets 2020: $892,261Liabilities 2020: $894,285Net Assets 2020: -$2,0242020Assets 2021: $1,018,486Liabilities 2021: $1,020,789Net Assets 2021: -$2,3032021Assets 2022: $1,121,388Liabilities 2022: $1,110,521Net Assets 2022: $10,8672022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth1st percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2014: $1,970,463Expenses 2014: $1,970,716Net Income 2014: -$2532014Revenue 2015: $2,998,456Expenses 2015: $2,998,312Net Income 2015: $1442015Revenue 2016: $2,378,784Expenses 2016: $2,379,246Net Income 2016: -$4622016Revenue 2017: $1,391,060Expenses 2017: $1,393,281Net Income 2017: -$2,2212017Revenue 2018: $1,282,196Expenses 2018: $1,281,512Net Income 2018: $6842018Revenue 2019: $1,298,380Expenses 2019: $1,298,174Net Income 2019: $2062019Revenue 2020: $1,168,107Expenses 2020: $1,168,102Net Income 2020: $52020Revenue 2021: $1,333,488Expenses 2021: $1,333,767Net Income 2021: -$2792021Revenue 2022: $1,530,796Expenses 2022: $1,517,626Net Income 2022: $13,1702022Revenue 2023: $2,834Expenses 2023: $13,701Net Income 2023: -$10,8672023

Highlighted filing

2023

Revenue$2,834
Expenses$13,701
Net Income-$10,867
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$2,834
Expenses
$13,701
Net income
-$10,867
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.01$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.12$1.11$0.01$1.53$1.52$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.02$1.02$0.00$1.33$1.33$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.89$0.89$0.00$1.17$1.17$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.87$0.87$0.00$1.30$1.30$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.86$0.86$0.00$1.28$1.28$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.87$0.88$0.00$1.39$1.39$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.47$1.47$0.00$2.38$2.38$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.53$1.54$0.00$3.00$3.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.40$1.40$0.00$1.97$1.97$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 31, 2024
Return Version
2023v5.1
Gross Receipts
$2,834
Mission and Program Overview

Mission

Employee vacation savings account through payroll deduction and remitted by employer.

To provide vacation benefits for union members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$994,026$0▼ $994,026
Accounts Receivable$127,362$0▼ $127,362
Rtn Earn Endowment Incm Other Fnds$10,867$0▼ $10,867
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,121,388$0▼ $1,121,388
Other Assets Total-$0-
Liabilities
Other Liabilities$1,090,261$0▼ $1,090,261
Accounts Payable and Accrued Expenses$20,260$0▼ $20,260
Total Liabilities$1,110,521$0▼ $1,110,521
Net Assets / Fund Balance
Total Net Assets Fund Balance$10,867$0▼ $10,867
Total Liabilities and Net Assets / Fund Balance$1,121,388$0▼ $1,121,388
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Bret BreckeChairman - Mgmt
Mike SmithAlternate Trustee - Mgmt
Scot StoltenbergAlternate Trustee - Mgmt
Larry HusemannAlternate Trustee - Union
Matt KranzlerAlternate Trustee - Union
Ken BurnsTrustee - Mgmt
Mike MachulaTrustee - Mgmt
Tammy MusserTrustee - Mgmt
Bill HudsonTrustee - Union
Bruce BeckmanTrustee - Union
Dustin AshmoreTrustee - Union
Michael Sadler IiSecretary - Union
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,792
Investment Income
$1,042
Other Revenue
$0
Change in Net Assets
$-10,867

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,834
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,834
Total Revenue per Form 990
$2,834
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$12,418
Grants and Similar Amounts Paid$2,198
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses---$12,284
Grants to Domestic Orgs---$2,198
Fees for Services Management---$134
Benefits to Members---$-915
Total Functional Expenses$0$0$0$13,701

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$13,701
Total Expenses per Audited Statements$13,701
Total Expenses per Form 990$13,701
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“No committees have the authority to act on behalf of the board”

Form 990, Part VI, Section B, Line 11B

“A copy of the draft return will be provided to the organization's trustees. Once questions are resolved the organization's independent tax preparer, cliftonlarsonallen llp, will electronically file the form 990 with the irs.”

Form 990, Part VI, Section B, Line 12C

“The board and plan administrator are tasked with monitoring and enforcing the policy. The trustees sign annual statements affirming the conflict of interest policy and compliance with the conflict of interest policy. If there is a conflict of interest, the board will direct the plan to take appropriate steps to avoid the conflict of interest, such as requiring the recusal of the trustee with the financial interest from all decisions regarding the relevant transaction, or avoiding the relevant transaction all together. If the board determines that an actual conflict of interest exists, it will take appropriate corrective and remedial action.”

Form 990, Part VI, Section C, Line 19

“The governing documents and the financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Ua Local Union No 125 Vacation Fund
EIN
42-1360694
Phone
3193626062
Address
1831 16TH AVENUE SW, CEDAR RAPIDS, IA 52404

Signing Officer

Name
Bret Brecke
Title
Chairman
Phone
3193626062
Signed
2024-07-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bret Brecke
Formed
2014
Legal Domicile
Ia
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Cliftonlarsonallen Llp
Address
600 3RD AVENUE SE SUITE 300, CEDAR RAPIDS, IA 52401
Preparer
Brittney F Fox
Phone
3193632697
Supplemental Narrative

Financial Statement Notes

Part X, Line 2

“Accounting principles generally accepted in the united states of america require fund management to evaluate tax positions taken by the fund and recognize a tax liability (or asset) if the fund has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 459 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt020260
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/AccountsReceivableGrp/BOYAmt0127362
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE VACATION BENEFITS FOR UNION MEMBERS.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt0-915
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0EASTERN IOWA FRINGE BENEFITS FUND INC
IRS990/BooksInCareOfDetail/PhoneNum03193626062
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01831 16TH AVE SW
IRS990/BooksInCareOfDetail/USAddress/CityNm0CEDAR RAPIDS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd052404
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractTerminationInd0X
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0-915
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt02198
IRS990/CYInvestmentIncomeAmt01042
IRS990/CYOtherExpensesAmt012418
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01792
IRS990/CYRevenuesLessExpensesAmt0-10867
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt013701
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02834
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO PROVIDE VACATION BENEFITS FOR APPROXIMATELY 1,180 MEMBERS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesManagementGrp/TotalAmt0134
IRS990/FinalReturnInd0X
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0MIKE MACHULA
IRS990/Form990PartVIISectionAGrp/PersonNm1SCOT STOLTENBERG
IRS990/Form990PartVIISectionAGrp/PersonNm2DUSTIN ASHMORE
IRS990/Form990PartVIISectionAGrp/PersonNm3LARRY HUSEMANN
IRS990/Form990PartVIISectionAGrp/PersonNm4BRET BRECKE
IRS990/Form990PartVIISectionAGrp/PersonNm5KEN BURNS
IRS990/Form990PartVIISectionAGrp/PersonNm6TAMMY MUSSER
IRS990/Form990PartVIISectionAGrp/PersonNm7BILL HUDSON
IRS990/Form990PartVIISectionAGrp/PersonNm8MIKE SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm9BRUCE BECKMAN
IRS990/Form990PartVIISectionAGrp/PersonNm10MATT KRANZLER
IRS990/Form990PartVIISectionAGrp/PersonNm11MICHAEL SADLER II
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE - MGMT
IRS990/Form990PartVIISectionAGrp/TitleTxt1ALTERNATE TRUSTEE - MGMT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE - UNION
IRS990/Form990PartVIISectionAGrp/TitleTxt3ALTERNATE TRUSTEE - UNION
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIRMAN - MGMT
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE - MGMT
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE - MGMT
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE - UNION
IRS990/Form990PartVIISectionAGrp/TitleTxt8ALTERNATE TRUSTEE - MGMT
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE - UNION
IRS990/Form990PartVIISectionAGrp/TitleTxt10ALTERNATE TRUSTEE - UNION
IRS990/Form990PartVIISectionAGrp/TitleTxt11SECRETARY - UNION
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02014
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02198
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02834
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt01042
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01042
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0IA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0EMPLOYEE VACATION SAVINGS ACCOUNT THROUGH PAYROLL DEDUCTION AND REMITTED BY EMPLOYER.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt010867
IRS990/NetAssetsOrFundBalancesEOYAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0LEGAL PROCEED PAYMENT
IRS990/OtherExpensesGrp/TotalAmt012284
IRS990/OtherLiabilitiesGrp/BOYAmt01090261
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0BRET BRECKE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01792
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01792
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt01489930
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01499
IRS990/PYOtherExpensesAmt027696
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01529297
IRS990/PYRevenuesLessExpensesAmt013170
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01517626
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01530796
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-10867
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt010867
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0994026
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt013701
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02834
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt013701
IRS990ScheduleD/TotalRevenuePerForm990Amt02834
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02834
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt013701
IRS990/ScheduleJRequiredInd00
IRS990ScheduleN/AssetsDistributedInd01
IRS990ScheduleN/AttorneyGeneralNotifiedInd01
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd00
IRS990ScheduleN/EmployeeOfSuccessorInd00
IRS990ScheduleN/LiabilitiesPaidInd01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc1OTHER NET ASSETS
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0EASTERN IOWA FRINGE BENEFITS INC
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt1EASTERN IOWA FRINGE BENEFITS INC
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02023-12-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt12023-12-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0421395230
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN1421395230
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt0735
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt11463
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0C-CORPORATION
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt1C-CORPORATION
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0BOOK VALUE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt1BOOK VALUE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt01831 16TH AVE SW
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt11831 16TH AVE SW
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0CEDAR RAPIDS
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm1CEDAR RAPIDS
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0IA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd1IA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd052404
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd152404
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd01
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0OTHER NET ASSETS INCLUDE: RECEIVABLES AND PAYABLES
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 9990, SCHEDULE N, PART 1
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO COMMITTEES HAVE THE AUTHORITY TO ACT ON BEHALF OF THE BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE DRAFT RETURN WILL BE PROVIDED TO THE ORGANIZATION'S TRUSTEES. ONCE QUESTIONS ARE RESOLVED THE ORGANIZATION'S INDEPENDENT TAX PREPARER, CLIFTONLARSONALLEN LLP, WILL ELECTRONICALLY FILE THE FORM 990 WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD AND PLAN ADMINISTRATOR ARE TASKED WITH MONITORING AND ENFORCING THE POLICY. THE TRUSTEES SIGN ANNUAL STATEMENTS AFFIRMING THE CONFLICT OF INTEREST POLICY AND COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. IF THERE IS A CONFLICT OF INTEREST, THE BOARD WILL DIRECT THE PLAN TO TAKE APPROPRIATE STEPS TO AVOID THE CONFLICT OF INTEREST, SUCH AS REQUIRING THE RECUSAL OF THE TRUSTEE WITH THE FINANCIAL INTEREST FROM ALL DECISIONS REGARDING THE RELEVANT TRANSACTION, OR AVOIDING THE RELEVANT TRANSACTION ALL TOGETHER. IF THE BOARD DETERMINES THAT AN ACTUAL CONFLICT OF INTEREST EXISTS, IT WILL TAKE APPROPRIATE CORRECTIVE AND REMEDIAL ACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS AND THE FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0UA LOCAL UNION NO 125
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0421395230
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0IA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct00.00400
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0PROVIDES THIRD-PARTY ADMINISTRATIVE SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0EASTERN IOWA FRINGE BENEFITS FUNDS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt01831 16TH AVE SW
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0CEDAR RAPIDS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0IA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd052404
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0LOCAL UNION NO 125 JATC FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1UA LOCAL 125 RETIREMENT SAVINGS PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2UA LOCAL UNION NO 125 H&W FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0426235695
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1421497403
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2237004205
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1401(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SCHOOL/TRAINING CENTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1RETIREMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2HEALTH AND WELFARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt05101 J STREET SW
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11831 16TH AVENUE SW
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt21831 16TH AVENUE SW
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CEDAR RAPIDS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1CEDAR RAPIDS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2CEDAR RAPIDS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd052404
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd152404
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd252404
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0134
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACTUAL COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0EASTERN IOWA FRINGE BENEFITS FUND
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0R
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd01
IRS990/TotalAssetsBOYAmt01121388
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt01121388
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.