Civic Intelligence

Local 60-CIC-Bac-LM Trust

990EZ • Fiscal year 2014 • EIN 46-6139805

Jan 01, 2014 to Dec 31, 2014 • Filed on May 11, 2015

140 BroadwayHawthorne, NY 10532

(914) 769-2440

Siviq Scores

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

Liabilities / Assets

74th percentile

0.00x

Higher debt load relative to assets than 74% of similar nonprofits.

2014 filings • NTEE J40 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

74th percentile

0.00x

Higher debt load relative to revenue than 74% of similar nonprofits.

2014 filings • NTEE J40 • <$500k nonprofits • Source year 2014

Net Margin

99th percentile

82%

Higher net margin than 99% of similar nonprofits.

2014 filings • NTEE J40 • <$500k nonprofits • Source year 2014

Top Officer Pay

65th percentile

$0

Higher top officer pay than 65% of similar nonprofits.

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

2014 filings • NTEE J40 • <$500k nonprofits • Source year 2014

Asset Growth

93rd percentile

59%

Faster asset growth than 93% of similar nonprofits.

2014 filings • NTEE J40 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

58th percentile

5.5%

Faster revenue growth than 58% of similar nonprofits.

2014 filings • NTEE J40 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$120,763

Up $45,034 (+59%) from 2013

Net Assets

$120,513

No earlier filing loaded for comparison.

Liabilities

Up

$250

Up $250 from 2013

Revenue

Up

$54,628

Up $2,826 (+5.5%) from 2013

Expenses

Up

$9,844

Up $4,495 (+84%) from 2013

Net Income

Down

$44,784

Down $1,669 (-3.6%) from 2013

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $29,276Net Assets 2012: $29,2762012Assets 2013: $75,729Liabilities 2013: $02013Assets 2014: $120,763Liabilities 2014: $250Net Assets 2014: $120,5132014Assets 2015: $167,258Liabilities 2015: $624Net Assets 2015: $166,6342015Assets 2016: $201,081Liabilities 2016: $275Net Assets 2016: $200,8062016Assets 2017: $485,817Liabilities 2017: $248,965Net Assets 2017: $236,8522017Assets 2018: $1,260,494Liabilities 2018: $1,709Net Assets 2018: $1,258,7852018Assets 2019: $2,212,236Liabilities 2019: $0Net Assets 2019: $2,212,2362019Assets 2020: $2,942,918Liabilities 2020: $1,759Net Assets 2020: $2,941,1592020Assets 2021: $3,668,132Liabilities 2021: $501Net Assets 2021: $3,667,6312021Assets 2022: $4,418,094Liabilities 2022: $10,709Net Assets 2022: $4,407,3852022Assets 2023: $5,205,651Liabilities 2023: $7,065Net Assets 2023: $5,198,5862023Assets 2024: $6,086,439Liabilities 2024: $1,602Net Assets 2024: $6,084,8372024

Highlighted filing

2014

Assets$120,763
Liabilities$250
Net Assets$120,513

Operations Trend

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

$1.0M$500K$0Revenue 2012: $32,776Expenses 2012: $3,500Net Income 2012: $29,2762012Revenue 2013: $51,802Expenses 2013: $5,349Net Income 2013: $46,4532013Revenue 2014: $54,628Expenses 2014: $9,844Net Income 2014: $44,7842014Revenue 2015: $64,701Expenses 2015: $18,580Net Income 2015: $46,1212015Revenue 2016: $73,982Expenses 2016: $39,810Net Income 2016: $34,1722016Revenue 2017: $82,190Expenses 2017: $46,144Net Income 2017: $36,0462017Revenue 2018: $825,527Expenses 2018: $50,179Net Income 2018: $775,3482018Revenue 2019: $990,912Expenses 2019: $37,461Net Income 2019: $953,4512019Revenue 2020: $765,655Expenses 2020: $36,732Net Income 2020: $728,9232020Revenue 2021: $757,710Expenses 2021: $31,238Net Income 2021: $726,4722021Revenue 2022: $817,950Expenses 2022: $78,196Net Income 2022: $739,7542022Revenue 2023: $864,560Expenses 2023: $73,359Net Income 2023: $791,2012023Revenue 2024: $977,983Expenses 2024: $91,732Net Income 2024: $886,2512024

Highlighted filing

2014

Revenue$54,628
Expenses$9,844
Net Income$44,784
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 11, 2015
Return Version
2014v5.0
Gross Receipts
$54,628
Mission and Program Overview

Mission

The fund may provide any benefit that is permissible under the applicable provisions of the code, including, but not limited to, improve communications between the union and employers; identify and expand work opportunities for construction workers and employers;to promote efficiency in operations and the economic competitiveness of the union and the employers in the territorial jurisdiction of the union; to promote the health and safety of construction workers employed by employers and of their families; to conduct research, perform studies, collect information, develop procedures and otherwise act to minimize the hazards in the workplace of construction workers employed by employers.

Program Services

DescriptionGrantsExpenses
THE FUND MAY PROVIDE ANY BENEFIT THAT IS PERMISSIBLE UNDER THE APPLICABLE PROVISIONS OF THE CODE, INCLUDING, BUT NOT LIMITED TO, IMPROVE COMMUNICATIONS BETWEEN THE UNION AND EMPLOYERS; IDENTIFY AND EXPAND WORK OPPORTUNITIES FOR CONSTRUCTION WORKERS AND EMPLOYERS;TO PROMOTE EFFICIENCY IN OPERATIONS AND THE ECONOMIC COMPETITIVENESS OF THE UNION AND THE EMPLOYERS IN THE TERRITORIAL JURISDICTION OF THE UNION; TO PROMOTE THE HEALTH AND SAFETY OF CONSTRUCTION WORKERS EMPLOYED BY EMPLOYERS AND OF THEIR FAMILIES; TO CONDUCT RESEARCH, PERFORM STUDIES, COLLECT INFORMATION, DEVELOP PROCEDURES AND OTHERWISE ACT TO MINIMIZE THE HAZARDS IN THE WORKPLACE OF CONSTRUCTION WORKERS EMPLOYED BY EMPLOYERS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARLOS ASCENCAOUnion Trustee-$0--
ROSS PEPEEmployertrustee-$0--
RICHARD BERARDOUnion Trustee-$0--
AUGUSTO ROSATrustee-$0--
GEORGE PACCHIANAEmployertrustee-$0--
ANTHONY ASCENCAOSecretary/Trust-$0--
MICHAEL MOREIRABusiness Agent-$0--
Filing and Contact Details

Filer

Filer Name
Local 60-cic-bac-lm Trust
EIN
46-6139805
Phone
9147692440
Address
140 BROADWAY, HAWTHORNE, NY 10532

Signing Officer

Name
Anthony Ascencao
Title
Union Trustee
Signed
2015-05-11
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 $205

Other Expenses.1012

Insurance $18

Other Expenses.1

COMPUTER EXPENSES $174

Other Expenses.3

TELEPHONE $29

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $250

Raw XML Appendix122 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum09147692440
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0140 BROADWAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HAWTHORNE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd010532
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt075729
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0120763
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt044784
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06594
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt075729
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0120763
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt054628
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingOtherDesc0MODIFIED CASH
IRS990EZ/NetAssetsOrFundBalancesBOYAmt075729
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0120513
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt075729
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0120513
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CARLOS ASCENCAO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROSS PEPE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RICHARD BERARDO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AUGUSTO ROSA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GEORGE PACCHIANA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANTHONY ASCENCAO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MICHAEL MOREIRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Union Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EmployerTrustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Union Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4EmployerTrustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary/Trust
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Business Agent
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0426
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE FUND MAY PROVIDE ANY BENEFIT THAT IS PERMISSIBLE UNDER THE APPLICABLE PROVISIONS OF THE CODE, INCLUDING, BUT NOT LIMITED TO, IMPROVE COMMUNICATIONS BETWEEN THE UNION AND EMPLOYERS; IDENTIFY AND EXPAND WORK OPPORTUNITIES FOR CONSTRUCTION WORKERS AND EMPLOYERS;TO PROMOTE EFFICIENCY IN OPERATIONS AND THE ECONOMIC COMPETITIVENESS OF THE UNION AND THE EMPLOYERS IN THE TERRITORIAL JURISDICTION OF THE UNION; TO PROMOTE THE HEALTH AND SAFETY OF CONSTRUCTION WORKERS EMPLOYED BY EMPLOYERS AND OF THEIR FAMILIES; TO CONDUCT RESEARCH, PERFORM STUDIES, COLLECT INFORMATION, DEVELOP PROCEDURES AND OTHERWISE ACT TO MINIMIZE THE HAZARDS IN THE WORKPLACE OF CONSTRUCTION WORKERS EMPLOYED BY EMPLOYERS.
IRS990EZ/PrintingPublicationsPostageAmt0142
IRS990EZ/ProgramServiceRevenueAmt054628
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE FUND MAY PROVIDE ANY BENEFIT THAT IS PERMISSIBLE UNDER THE APPLICABLE PROVISIONS OF THE CODE, INCLUDING, BUT NOT LIMITED TO, IMPROVE COMMUNICATIONS BETWEEN THE UNION AND EMPLOYERS; IDENTIFY AND EXPAND WORK OPPORTUNITIES FOR CONSTRUCTION WORKERS AND EMPLOYERS;TO PROMOTE EFFICIENCY IN OPERATIONS AND THE ECONOMIC COMPETITIVENESS OF THE UNION AND THE EMPLOYERS IN THE TERRITORIAL JURISDICTION OF THE UNION; TO PROMOTE THE HEALTH AND SAFETY OF CONSTRUCTION WORKERS EMPLOYED BY EMPLOYERS AND OF THEIR FAMILIES; TO CONDUCT RESEARCH, PERFORM STUDIES, COLLECT INFORMATION, DEVELOP PROCEDURES AND OTHERWISE ACT TO MINIMIZE THE HAZARDS IN THE WORKPLACE OF CONSTRUCTION WORKERS EMPLOYED BY EMPLOYERS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt02682
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0250
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt09844
IRS990EZ/TotalRevenueAmt054628
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $205
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $18
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPUTER EXPENSES $174
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TELEPHONE $29
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $250
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Total Liabilities.1001
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANTHONY ASCENCAO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Union Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCAL 60-CIC-BAC-LM TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LOCA
ReturnHeader/Filer/EIN0466139805
ReturnHeader/Filer/PhoneNum09147692440
ReturnHeader/Filer/USAddress/AddressLine1Txt0140 BROADWAY
ReturnHeader/Filer/USAddress/CityNm0HAWTHORNE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010532
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/ReturnTs02015-05-11T07:20:35-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.09$0.00$6.08$0.98$0.09$0.89
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.21$0.01$5.20$0.86$0.07$0.79
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.42$0.01$4.41$0.82$0.08$0.74
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.67$0.00$3.67$0.76$0.03$0.73
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.94$0.00$2.94$0.77$0.04$0.73
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.21$0.00$2.21$0.99$0.04$0.95
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.00$1.26$0.83$0.05$0.78
2017Detailed filing. Detailed filing data is available for this year.$0.49$0.25$0.24$0.08$0.05$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.20$0.00$0.20$0.07$0.04$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.06$0.02$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.05$0.01$0.04
2013Summary only. Only limited summary data is available for this year.$0.08$0.00$0.05$0.01$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.03$0.03$0.00$0.03