Civic Intelligence

Internat'L Union Operating Engineer Local 825 Scholarship Fund

990 • Fiscal year 2015 • EIN 46-2987896

Jul 01, 2014 to Jun 30, 2015 • Filed on Apr 25, 2016

65 Springfield Ave 3rd FlrSpringfield, NJ 07081

(973) 671-6900

Siviq Scores

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

Liabilities / Assets

46th percentile

0.10x

Higher debt load relative to assets than 46% of similar nonprofits.

2015 filings • NTEE B • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

84th percentile

0.66x

Higher debt load relative to revenue than 84% of similar nonprofits.

2015 filings • NTEE B • $1M-$5M nonprofits • Source year 2015

Net Margin

95th percentile

60%

Higher net margin than 95% of similar nonprofits.

2015 filings • NTEE B • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

96th percentile

$327,336

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 125.8% of source-year revenue.

2015 filings • NTEE B • $1M-$5M nonprofits • Source year 2015

Asset Growth

66th percentile

9.9%

Faster asset growth than 66% of similar nonprofits.

2015 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

89th percentile

63%

Faster revenue growth than 89% of similar nonprofits.

2015 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$1,651,998

Up $149,255 (+9.9%) from 2014

Net Assets

Up

$1,481,589

Up $108,932 (+7.9%) from 2014

Liabilities

Up

$170,409

Up $40,323 (+31%) from 2014

Revenue

Up

$260,134

Up $100,761 (+63%) from 2014

Expenses

Up

$103,409

Up $25,553 (+33%) from 2014

Net Income

Up

$156,725

Up $75,208 (+92%) from 2014

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2014: $1,502,743Liabilities 2014: $130,086Net Assets 2014: $1,372,6572014Assets 2015: $1,651,998Liabilities 2015: $170,409Net Assets 2015: $1,481,5892015Assets 2016: $1,768,872Liabilities 2016: $202,462Net Assets 2016: $1,566,4102016Assets 2017: $1,983,219Liabilities 2017: $216,431Net Assets 2017: $1,766,7882017Assets 2018: $2,111,640Liabilities 2018: $219,500Net Assets 2018: $1,892,1402018Assets 2019: $2,283,727Liabilities 2019: $226,787Net Assets 2019: $2,056,9402019Assets 2020: $2,403,237Liabilities 2020: $297,002Net Assets 2020: $2,106,2352020Assets 2021: $2,877,440Liabilities 2021: $264,200Net Assets 2021: $2,613,2402021Assets 2022: $2,597,706Liabilities 2022: $394,989Net Assets 2022: $2,202,7172022Assets 2023: $2,788,288Liabilities 2023: $249,500Net Assets 2023: $2,538,7882023Assets 2024: $3,111,663Liabilities 2024: $271,411Net Assets 2024: $2,840,2522024

Highlighted filing

2015

Assets$1,651,998
Liabilities$170,409
Net Assets$1,481,589

Operations Trend

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

$400K$200K$0-$200KRevenue 2014: $159,373Expenses 2014: $77,856Net Income 2014: $81,5172014Revenue 2015: $260,134Expenses 2015: $103,409Net Income 2015: $156,7252015Revenue 2016: $210,854Expenses 2016: $100,535Net Income 2016: $110,3192016Revenue 2017: $243,513Expenses 2017: $105,280Net Income 2017: $138,2332017Revenue 2018: $222,013Expenses 2018: $107,992Net Income 2018: $114,0212018Revenue 2019: $252,496Expenses 2019: $108,650Net Income 2019: $143,8462019Revenue 2020: $190,547Expenses 2020: $111,253Net Income 2020: $79,2942020Revenue 2021: $281,895Expenses 2021: $124,694Net Income 2021: $157,2012021Revenue 2022: $63,410Expenses 2022: $107,520Net Income 2022: -$44,1102022Revenue 2023: $399,674Expenses 2023: $118,508Net Income 2023: $281,1662023Revenue 2024: $250,925Expenses 2024: $118,323Net Income 2024: $132,6022024

Highlighted filing

2015

Revenue$260,134
Expenses$103,409
Net Income$156,725
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Apr 25, 2016
Return Version
2014v6.0
Gross Receipts
$444,794
Mission and Program Overview

Mission

Provide scholarships for children of iuoe local 825 members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,164,082$1,164,722▲ $640
Savings and Temporary Cash Investments$281,368$431,895▲ $150,527
Accounts Receivable$45,293$55,381▲ $10,088
Prepaid Expenses and Deferred Charges$12,000--
Total Assets$1,502,743$1,651,998▲ $149,255
Liabilities
Grants Payable$127,000$170,000▲ $43,000
Accounts Payable and Accrued Expenses$3,086$409▼ $2,677
Total Liabilities$130,086$170,409▲ $40,323
Net Assets / Fund Balance
Unrestricted Net Assets$1,372,657$1,481,589▲ $108,932
Total Net Assets Fund Balance$1,372,657$1,481,589▲ $108,932
Total Liabilities and Net Assets / Fund Balance$1,502,743$1,651,998▲ $149,255
Compensation and Service Providers

Employees

NameTitleOtherTotal
John WalshRecording Se$205,524$205,524
Alfred ZabickiTrustee$2,000$2,000
John NacionTrustee$1,900$1,900

Board Members and Trustees

NameTitle
John WoodPresident
Greg LaleveeTrustee
Patrick McdermottTrustee
John WalshRECORDING SEC'Y
John Locrasto JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$285,547
Program Service Revenue
$0
Investment Income
$48,447
Other Revenue
$-73,860
Change in Net Assets
$156,725

Audited Revenue Reconciliation

Revenue per Audited Statements
$260,134
Revenue Not Reported on Form 990
$-47,793
Total Revenue per Audited Statements
$212,341
Total Revenue per Form 990
$260,134
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$90,000
Other Expenses$13,409
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$90,000--$90,000
Fees for Services Other$7,000--$7,000
Fees for Service Investment Mgmnt Fees$3,484--$3,484
Conferences and Meetings$2,341--$2,341
Office Expenses$584--$584
Total Functional Expenses$103,409$0$0$103,409

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$103,409
Total Expenses per Audited Statements$103,409
Total Expenses per Form 990$103,409
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$184,660
Fundraising Gross Income$110,800
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner Dance$235,955$83,200$37,102$46,098
Golf Outing$98,925$27,600$35,881$-8,281
Total Events$340,966$110,800$184,660$-73,860
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

The organization engages an independent cpa firm to prepare the form 990. Upon completion of the return, the cpa firm provides a draft to the signing officer of the filing organization. This officer reviews the form 990 under authority granted by the filing entity's trust document. The form 990 is subject to review by the trustees of the fund at a subsequent trustee meeting.

Form 990, Page 6, Part VI, Line 19

The organization provides information pertaining to its governing documents, financial statements, policies and procedures to the public as required by law.

Filing and Contact Details

Filer

Filer Name
INTERNAT'L UNION OPERATING ENGINEER
EIN
46-2987896
Phone
9736716900
Address
65 SPRINGFIELD AVE 3RD FLR, SPRINGFIELD, NJ 07081

Signing Officer

Name
Gregory Lalevee
Title
Trustee
Phone
9736716900
Signed
2016-04-25
Discuss with paid preparer
Yes

Organization Details

Formed
2011
Legal Domicile
Nj
Voting Board Members
5
Independent Board Members
0
Employees
0

Preparer

Firm
Wasilewski & Keating Pc
Address
117 S MAPLE AVE, BASKING RIDGE, NJ 07920
Preparer
Paul F Keating
Phone
9089530919
Raw XML AppendixShowing 400 of 435 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt03086
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0409
IRS990/AccountsReceivableGrp/BOYAmt045293
IRS990/AccountsReceivableGrp/EOYAmt055381
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDE SCHOLARSHIPS FOR CHILDREN OF IUOE LOCAL 825 MEMBERS.
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0THE SCHOLARSHIP FUND
IRS990/BooksInCareOfDetail/PhoneNum09736716900
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt065 SPRINGFIELD AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0SPRINGFIELD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd007081
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt02341
IRS990/ConferencesMeetingsGrp/TotalAmt02341
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/ContriRptFundraisingEventAmt0230166
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0285547
IRS990/CYGrantsAndSimilarPaidAmt090000
IRS990/CYInvestmentIncomeAmt048447
IRS990/CYOtherExpensesAmt013409
IRS990/CYOtherRevenueAmt0-73860
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0156725
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0103409
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0260134
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0THE MISSION OF THE IUOE LOCAL 825 SCHOLARSHIP FUND IS TO PROVIDE FINANCIAL SUPPORT IN THE FORM OF SCHOLARSHIPS FOR CHILDREN OF IUOE LOCAL 825 MEMBERS. THIS SUPPORT IS PAID TO THE ACCREDITED INSTITIUTION OF HIGHER EDUCATION ON BEHALF OF THE ATTENDING STUDENT.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0103409
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt07000
IRS990/FeesForServicesOtherGrp/TotalAmt07000
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt03484
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt03484
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt640.00
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/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt061751
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt151054
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt451517
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt551792
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt651517
IRS990/Form990PartVIISectionAGrp/PersonNm0GREG LALEVEE
IRS990/Form990PartVIISectionAGrp/PersonNm1PATRICK MCDERMOTT
IRS990/Form990PartVIISectionAGrp/PersonNm2ALFRED ZABICKI
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN NACION
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN LOCRASTO JR
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN WOOD
IRS990/Form990PartVIISectionAGrp/PersonNm6JOHN WALSH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0265585
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1148621
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt22000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt31900
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4156387
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5155801
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6154007
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6RECORDING SE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02011
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt0230166
IRS990/FundraisingDirectExpensesAmt0184660
IRS990/FundraisingGrossIncomeAmt0110800
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt090000
IRS990/GrantsPayableGrp/BOYAmt0127000
IRS990/GrantsPayableGrp/EOYAmt0170000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt090000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt090000
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0444794
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt048447
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt048447
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01164082
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01164722
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NJ
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDE SCHOLARSHIPS FOR CHILDREN OF IUOE LOCAL 825 MEMBERS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01372657
IRS990/NetAssetsOrFundBalancesEOYAmt01481589
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-73860
IRS990/NetUnrlzdGainsLossesInvstAmt0-47793
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ProgramServicesAmt0584
IRS990/OfficeExpensesGrp/TotalAmt0584
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt012000
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0119895
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt064500
IRS990/PYInvestmentIncomeAmt043067
IRS990/PYOtherExpensesAmt013356
IRS990/PYOtherRevenueAmt0-3589
IRS990/PYRevenuesLessExpensesAmt081517
IRS990/PYTotalExpensesAmt077856
IRS990/PYTotalRevenueAmt0159373
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0156725
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt055381
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0281368
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0431895
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0285547
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0119895
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01251425
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01656867
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt048447
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt043067
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt022117
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0113631
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0237931
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt01656867
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0285547
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0119895
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01251425
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01656867
IRS990ScheduleA/TotalSupportAmt01770498
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0103409
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-47793
IRS990ScheduleD/RevenueNotReportedAmt0-47793
IRS990ScheduleD/RevenueSubtotalAmt0260134
IRS990ScheduleD/TotalExpensesPerForm990Amt0103409
IRS990ScheduleD/TotalRevenuePerForm990Amt0260134
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0212341
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0103409
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0230166
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0152755
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt071325
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt06086
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0184660
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt012515
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt012515
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DINNER DANCE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt098812
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt098812
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0235955
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt098925
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06086
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0340966
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt083200
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt027600
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0110800
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-73860
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0350
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt073333
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt037102
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt035881
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt090000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt025
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE SCHOLARSHIP RECIPIENTS MUST PROVIDE DOCUMENTATION WHICH PROVES CURRENT ENROLLMENT IN AN ACCREDITED INSTITIUTION OF HIGHER EDUCATION.
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1THE FILING ORGANIZATION UTILIZES AN OUTSIDE, INDEPENDENT EDUCATIONAL INSTITUTION TO REVIEW SCHOLARSHIP APPLICATIONS. IN ADDITION SCHOLARSHIP WINNERS MUST BE CHILDREN OF MEMBERS IN GOOD STANDING OF IUOE LOCAL 825, A RELATED ORGANIZATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE I, PAGE 4, PART IV
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0258128
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1144870
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2150019
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3153070
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt4150019
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt044780
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt134587
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt235050
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt335325
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt435050
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt016971
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt116467
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt216467
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt316467
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt416467
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt07457
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt13751
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt26368
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt32731
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt43988
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0GREG LALEVEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1PATRICK MCDERMOTT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2JOHN LOCRASTO JR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3JOHN WOOD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm4JOHN WALSH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt4RECORDING SEC'Y
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0327336
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1199675
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2207904
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3207593
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt4205524
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION ENGAGES AN INDEPENDENT CPA FIRM TO PREPARE THE FORM 990. UPON COMPLETION OF THE RETURN, THE CPA FIRM PROVIDES A DRAFT TO THE SIGNING OFFICER OF THE FILING ORGANIZATION. THIS OFFICER REVIEWS THE FORM 990 UNDER AUTHORITY GRANTED BY THE FILING ENTITY'S TRUST DOCUMENT. THE FORM 990 IS SUBJECT TO REVIEW BY THE TRUSTEES OF THE FUND AT A SUBSEQUENT TRUSTEE MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION PROVIDES INFORMATION PERTAINING TO ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, POLICIES AND PROCEDURES TO THE PUBLIC AS REQUIRED BY LAW.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0IUOE LOCAL 825ABCDRRH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1IUOE LOCAL 825 POLITICAL ACTION &
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine2Txt0EDUCATION COMMITTEE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0221010985
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1222009933
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1527
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LABOR UN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1P.A.C.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt065 SPRINGFIELD AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt165 SPRINGFIELD AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SPRINGFIELD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1SPRINGFIELD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd007081
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd107081
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0PART V: THE FILING ORGANIZATION UTILIZES THE FACILITIES AND EFFORTS OF EMPLOYEES TO PERFORM ADMINISTRATIVE TASKS FOR THE SCHOLARSHIP FUND. THE VALUE OF THE USE OF FACITILITES AND EMPLOYEE EFFORTS IS ESTIMATED TO BE LESS THAN 50,000 FOR THE FISCAL YEAR.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01502743
IRS990/TotalAssetsEOYAmt01651998
IRS990/TotalAssetsGrp/BOYAmt01502743
IRS990/TotalAssetsGrp/EOYAmt01651998
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt0285547
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0103409
IRS990/TotalFunctionalExpensesGrp/TotalAmt0103409
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0130086
IRS990/TotalLiabilitiesEOYAmt0170409
IRS990/TotalLiabilitiesGrp/BOYAmt0130086
IRS990/TotalLiabilitiesGrp/EOYAmt0170409
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01372657
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01481589
IRS990/TotalOtherCompensationAmt0267631
IRS990/TotalProgramServiceExpensesAmt0103409
IRS990/TotalRevenueGrp/ExclusionAmt048447
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0260134
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01502743
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01651998
IRS990/TotReportableCompRltdOrgAmt0884301
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01372657

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings