Civic Intelligence

Local 137 Nicholas Signorelli Sr

EIN 61-1778550 • 501(c)3 • Briarcliff Manor, NY

Profile

The purpose of the organization is to operate exclusively for charitable and educational purposes; to grant scholarships to qualified dependents of members of the international union of operating engineers local 137; to hold meetings and other activities for instruction and information on the various purposes; to accept donations of money, real property or other property; and to do any lawful act consistent with the organization's purposes.

1360 Pleasantville RoadBriarcliff Manor, NY 10510

www. iuoelocal137.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

83rd percentile

0.00x

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

NTEE B82 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

82nd percentile

0.00x

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

NTEE B82 • <$500k nonprofits • Source year 2025

Net Margin

14th percentile

-83%

Higher net margin than 14% of similar nonprofits.

NTEE B82 • <$500k nonprofits • Source year 2025

Top Officer Pay

100th percentile

$358,548

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 413.0% of source-year revenue.

NTEE B82 • <$500k nonprofits • Source year 2025

Asset Growth

15th percentile

-28%

Faster asset growth than 15% of similar nonprofits.

NTEE B82 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

41st percentile

-6.2%

Faster revenue growth than 41% of similar nonprofits.

NTEE B82 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$181,995

Down $71,655 (-28%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$181,995

Down $71,655 (-28%) from 2024

Revenue

Down

$86,805

Down $5,720 (-6.2%) from 2024

Expenses

Down

$158,460

Down $11,692 (-6.9%) from 2024

Net Income

Up

-$71,655

Up $5,972 (+7.7%) from 2024

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2016: $65,519Liabilities 2016: $02016Assets 2017: $141,223Net Assets 2017: $141,2232017Assets 2018: $152,569Net Assets 2018: $152,5692018Assets 2019: $183,066Liabilities 2019: $02019Assets 2020: $239,529Liabilities 2020: $0Net Assets 2020: $239,5292020Assets 2021: $282,649Liabilities 2021: $0Net Assets 2021: $282,6492021Assets 2022: $301,894Liabilities 2022: $0Net Assets 2022: $301,8942022Assets 2023: $331,277Liabilities 2023: $0Net Assets 2023: $331,2772023Assets 2024: $253,650Liabilities 2024: $0Net Assets 2024: $253,6502024Assets 2025: $181,995Liabilities 2025: $0Net Assets 2025: $181,9952025

Highlighted filing

2025

Assets$181,995
Liabilities$0
Net Assets$181,995

Operations Trend

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

$200K$100K$0-$100KRevenue 2016: $65,527Expenses 2016: $8Net Income 2016: $65,5192016Revenue 2017: $129,682Expenses 2017: $53,978Net Income 2017: $75,7042017Revenue 2018: $143,072Expenses 2018: $131,726Net Income 2018: $11,3462018Revenue 2019: $125,597Expenses 2019: $95,100Net Income 2019: $30,4972019Revenue 2020: $137,700Expenses 2020: $81,237Net Income 2020: $56,4632020Revenue 2021: $127,817Expenses 2021: $84,697Net Income 2021: $43,1202021Revenue 2022: $134,644Expenses 2022: $115,399Net Income 2022: $19,2452022Revenue 2023: $137,067Expenses 2023: $107,684Net Income 2023: $29,3832023Revenue 2024: $92,525Expenses 2024: $170,152Net Income 2024: -$77,6272024Revenue 2025: $86,805Expenses 2025: $158,460Net Income 2025: -$71,6552025

Highlighted filing

2025

Revenue$86,805
Expenses$158,460
Net Income-$71,655

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Feb 6, 2026
Return Version
2024v5.5
Gross Receipts
$220,437
Mission and Program Overview

Mission

The purpose of the organization is to operate exclusively for charitable and educational purposes; to grant scholarships to qualified dependents of members of the international union of operating engineers local 137; to hold meetings and other activities for instruction and information on the various purposes; to accept donations of money, realproperty or other property; and to do any lawful act consistent with the organization's purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$253,650$181,995▼ $71,655
Total Assets$253,650$181,995▼ $71,655
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$253,650$181,995▼ $71,655
Total Net Assets Fund Balance$253,650$181,995▼ $71,655
Total Liabilities and Net Assets / Fund Balance$253,650$181,995▼ $71,655
Compensation and Service Providers

Board Members and Trustees

NameTitle
James SassoDirector
Jeffrey LoughlinDirector
Michael MillerDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$85,483
Program Service Revenue
$0
Investment Income
$1,322
Other Revenue
$0
Change in Net Assets
$-71,655
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$138,000
Other Expenses$20,460
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$138,000--$138,000
Office Expenses-$17,148-$17,148
Fees for Services Accounting-$3,312-$3,312
Total Functional Expenses$138,000$20,460$0$158,460
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$133,632
Fundraising Gross Income$133,632
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Picnic$101,550$69,180$24,556$44,624
Golf Outing$117,565$64,452$21,113$43,339
Total Events$219,115$133,632$133,632$0
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
Yes
Backup withholding compliance
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 B, Line 11B

The form 990 was prepared in coordination with the fund office staff who work full time for the organization. Once completed, the form was provided to and reviewed by the board of directors prior to submission.

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

Review of the conflict of interest policy is done annually at a board of directors meeting and with the employees.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, policies and financial statements are available to the public to the extent required by law.

Filing and Contact Details

Filer

Filer Name
Local 137 Nicholas Signorelli Sr
EIN
61-1778550
Phone
9147620600
Address
1360 PLEASANTVILLE ROAD, BRIARCLIFF MANOR, NY 10510

Signing Officer

Name
Jeffrey Loughlin
Title
Business Manager
Phone
9147620600
Signed
2026-02-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey Loughlin
Formed
2016
Legal Domicile
Ny
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Schultheis & Panettieri Llp
Address
450 WIRELESS BLVD, HAUPPAUGE, NY 11788
Preparer
Vincent F Panettieri
Phone
6312734778
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt1105305
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt285600
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt142112
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt28876
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JEFFREY LOUGHLIN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1JAMES SASSO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2MICHAEL MILLER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0349175
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1358548
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2338556
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WAS PREPARED IN COORDINATION WITH THE FUND OFFICE STAFF WHO WORK FULL TIME FOR THE ORGANIZATION. ONCE COMPLETED, THE FORM WAS PROVIDED TO AND REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEW OF THE CONFLICT OF INTEREST POLICY IS DONE ANNUALLY AT A BOARD OF DIRECTORS MEETING AND WITH THE EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0131739715
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)5
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LABOR UNION
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BRIARCLIFF MANOR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd010510
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0253650
IRS990/TotalAssetsEOYAmt0181995
IRS990/TotalAssetsGrp/BOYAmt0253650
IRS990/TotalAssetsGrp/EOYAmt0181995
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt085483
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt020460
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0138000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0158460
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
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IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0181995
IRS990/TotalOtherCompensationAmt0370824
IRS990/TotalProgramServiceExpensesAmt0138000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01322
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt086805
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0253650
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0181995
IRS990/TotReportableCompRltdOrgAmt0675455
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/ZIPCd010510
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.IUOELOCAL137.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY LOUGHLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BUSINESS MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum09147620600
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCAL 137 NICHOLAS SIGNORELLI SR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0LOCA
ReturnHeader/Filer/EIN0611778550
ReturnHeader/Filer/PhoneNum09147620600
ReturnHeader/Filer/USAddress/AddressLine1Txt01360 PLEASANTVILLE ROAD

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