Civic Intelligence

Brotherhood Unity & Dignity Fund

990EZ • Fiscal year 2014 • EIN 54-2123427

Jan 01, 2014 to Dec 31, 2014 • Filed on Sep 02, 2015

1301 S Columbus BlvdPhiladelphia, PA 19147

(215) 952-1999

Siviq Scores

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

Liabilities / Assets

67th percentile

0.01x

Higher debt load relative to assets than 67% of similar nonprofits.

2014 filings • 501(c)9 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

80th percentile

0.10x

Higher debt load relative to revenue than 80% of similar nonprofits.

2014 filings • 501(c)9 • <$500k nonprofits • Source year 2014

Net Margin

22nd percentile

-35%

Higher net margin than 22% of similar nonprofits.

2014 filings • 501(c)9 • <$500k nonprofits • Source year 2014

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2014 filings • 501(c)9 • <$500k nonprofits • Source year 2014

Asset Growth

38th percentile

-6.2%

Faster asset growth than 38% of similar nonprofits.

2014 filings • 501(c)9 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

54th percentile

0.2%

Faster revenue growth than 54% of similar nonprofits.

2014 filings • 501(c)9 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$161,123

Down $10,727 (-6.2%) from 2013

Net Assets

Down

$159,123

Down $7,073 (-4.3%) from 2013

Liabilities

Down

$2,000

Down $3,654 (-65%) from 2013

Revenue

Up

$20,143

Up $33 (+0.2%) from 2013

Expenses

Down

$27,216

Down $6,583 (-19%) from 2013

Net Income

Up

-$7,073

Up $6,616 (+48%) from 2013

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $168,139Liabilities 2011: $1,7252011Assets 2012: $181,885Liabilities 2012: $2,000Net Assets 2012: $179,8852012Assets 2013: $171,850Liabilities 2013: $5,654Net Assets 2013: $166,1962013Assets 2014: $161,123Liabilities 2014: $2,000Net Assets 2014: $159,1232014Assets 2015: $178,116Liabilities 2015: $2,500Net Assets 2015: $175,6162015Assets 2016: $162,629Liabilities 2016: $3,250Net Assets 2016: $159,3792016Assets 2017: $140,034Liabilities 2017: $4,000Net Assets 2017: $136,0342017Assets 2018: $134,823Liabilities 2018: $6,500Net Assets 2018: $128,3232018Assets 2019: $133,719Liabilities 2019: $6,750Net Assets 2019: $126,9692019Assets 2020: $131,035Liabilities 2020: $6,750Net Assets 2020: $124,2852020Assets 2021: $128,233Liabilities 2021: $6,750Net Assets 2021: $121,4832021Assets 2022: $120,340Liabilities 2022: $6,750Net Assets 2022: $113,5902022Assets 2023: $106,324Liabilities 2023: $10,250Net Assets 2023: $96,0742023Assets 2024: $101,189Liabilities 2024: $6,750Net Assets 2024: $94,4392024

Highlighted filing

2014

Assets$161,123
Liabilities$2,000
Net Assets$159,123

Operations Trend

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

$40K$20K$0-$20K-$40KRevenue 2011: $17,397Expenses 2011: $2,481Net Income 2011: $14,9162011Revenue 2012: $21,456Expenses 2012: $7,985Net Income 2012: $13,4712012Revenue 2013: $20,110Expenses 2013: $33,799Net Income 2013: -$13,6892013Revenue 2014: $20,143Expenses 2014: $27,216Net Income 2014: -$7,0732014Revenue 2015: $18,997Expenses 2015: $2,504Net Income 2015: $16,4932015Revenue 2016: $318Expenses 2016: $16,555Net Income 2016: -$16,2372016Revenue 2017: $522Expenses 2017: $23,867Net Income 2017: -$23,3452017Revenue 2018: $1,110Expenses 2018: $8,821Net Income 2018: -$7,7112018Revenue 2019: $1,896Expenses 2019: $3,250Net Income 2019: -$1,3542019Revenue 2020: $1,254Expenses 2020: $3,938Net Income 2020: -$2,6842020Revenue 2021: $576Expenses 2021: $3,378Net Income 2021: -$2,8022021Revenue 2022: $114Expenses 2022: $8,007Net Income 2022: -$7,8932022Revenue 2023: $554Expenses 2023: $18,070Net Income 2023: -$17,5162023Revenue 2024: $3,622Expenses 2024: $5,257Net Income 2024: -$1,6352024

Highlighted filing

2014

Revenue$20,143
Expenses$27,216
Net Income-$7,073
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Sep 2, 2015
Return Version
2014v5.0
Gross Receipts
$41,773
Mission and Program Overview

Mission

Provide charitable financial assistance to sheet metal workers' international association local union no. 19 and their beneficiaries who are in need.

Program Services

DescriptionGrantsExpenses
THE PLAN'S PURPOSE IS TO PROVIDE CHARITABLE FINANCIAL ASSISTANCE TO SHEET METAL WORKERS' INTERNATIONAL ASSOCIATION LOCAL UNION NO. 19 AND THEIR BENEFICIARIES WHO ARE IN NEED.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH SELLERS JRTrustee (P)-$0--
THOMAS KLINGENBERGTrustee-$0--
WILLIAM REARDONTrustee-$0--
MATTHEW SANOTrustee (P)-$0--
GARY MASINOTrustee-$0--
GARY LUTHETrustee-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$41,450$41,450$14,028$27,422
Total Events$41,450$41,450$21,630$19,820
Filing and Contact Details

Filer

Filer Name
Brotherhoodunity & Dignity Fund
EIN
54-2123427
Phone
2159521999
Address
1301 S COLUMBUS BLVD, PHILADELPHIA, PA 19147

Signing Officer

Name
Thomas Klingenberg
Title
Trustee
Phone
2159521999
Signed
2015-09-02
Discuss with paid preparer
Yes

Preparer

Firm
Novak Francella LLC
Address
ONE PRESIDENTIAL BLVD SUITE 330, BALA CYNWYD, PA 19004
Preparer
Louis Verzella CPA
Phone
6106689400
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest. Amount: 323.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: insurance. Amount: 500.

Form 990-ez, Part II, Line 24 - Other Assets

Description: interest receivable. Beg. Of year amount: 93. End of year amount: 80.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable. Beg. Of year amount: 5,654. End of year amount: 2,000.

Raw XML Appendix144 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt022205
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THOMAS KLINGENBERG
IRS990EZ/BooksInCareOfDetail/PhoneNum02159521999
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01301 S COLUMBUS BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PHILADELPHIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019147
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0171757
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0161043
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-7073
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02000
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0171850
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0161123
IRS990EZ/FundraisingGrossIncomeAmt041450
IRS990EZ/GrossReceiptsAmt041773
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0323
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0166196
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0159123
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0166196
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0159123
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOSEPH SELLERS JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1THOMAS KLINGENBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WILLIAM REARDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MATTHEW SANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GARY MASINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GARY LUTHE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE (P)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE (P)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt093
IRS990EZ/OtherAssetsTotalDetail/EOYAmt080
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0500
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE CHARITABLE FINANCIAL ASSISTANCE TO SHEET METAL WORKERS' INTERNATIONAL ASSOCIATION LOCAL UNION NO. 19 AND THEIR BENEFICIARIES WHO ARE IN NEED.
IRS990EZ/PrintingPublicationsPostageAmt02511
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PLAN'S PURPOSE IS TO PROVIDE CHARITABLE FINANCIAL ASSISTANCE TO SHEET METAL WORKERS' INTERNATIONAL ASSOCIATION LOCAL UNION NO. 19 AND THEIR BENEFICIARIES WHO ARE IN NEED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt021630
IRS990EZ/SpecialEventsNetIncomeLossAmt019820
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05654
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02000
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt027216
IRS990EZ/TotalRevenueAmt020143
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0NA
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt021630
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt041450
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt041450
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt041450
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt041450
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019820
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt07602
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt07602
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014028
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014028
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 323.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: INSURANCE. AMOUNT: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: INTEREST RECEIVABLE. BEG. OF YEAR AMOUNT: 93. END OF YEAR AMOUNT: 80.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 5,654. END OF YEAR AMOUNT: 2,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS KLINGENBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02159521999
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BROTHERHOODUNITY & DIGNITY FUND
ReturnHeader/Filer/BusinessNameControlTxt0BROT
ReturnHeader/Filer/EIN0542123427
ReturnHeader/Filer/PhoneNum02159521999
ReturnHeader/Filer/USAddress/AddressLine1Txt01301 S COLUMBUS BLVD
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019147
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611436956
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NOVAK FRANCELLA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE PRESIDENTIAL BLVD SUITE 330
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BALA CYNWYD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019004
ReturnHeader/PreparerPersonGrp/PhoneNum06106689400
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LOUIS VERZELLA CPA
ReturnHeader/ReturnTs02015-09-02T15:45:32-05:00
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
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.07$0.94$0.04$0.05$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.10$0.96$0.01$0.18$0.18
2022Detailed filing. Detailed filing data is available for this year.$1.20$0.07$1.14$0.00$0.08$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.07$1.21$0.01$0.03$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.07$1.24$0.01$0.04$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.07$1.27$0.02$0.03$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.35$0.07$1.28$0.01$0.09$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.04$1.36$0.01$0.24$0.23
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.03$1.59$0.00$0.17$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.78$0.03$1.76$0.19$0.03$0.16
2014Detailed filing. Detailed filing data is available for this year.$1.61$0.02$1.59$0.20$0.27$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.72$0.06$1.66$0.20$0.34$0.14
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$0.02$1.80$0.21$0.08$0.13
2011Summary only. Only limited summary data is available for this year.$1.68$0.02$0.17$0.02$0.15