Civic Intelligence

Operating Engineers Local 137 Labor Management Cooperative T

990 • Fiscal year 2019 • EIN 82-6654758

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 24, 2020

Organization ProfileN/A
1360 Pleasantville RoadBriarcliff Manor, NY 10510

(914) 762-1268

Siviq Scores

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

Liabilities / Assets

17th percentile

0.01x

Higher debt load relative to assets than 17% of similar nonprofits.

2019 filings • NTEE J • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

19th percentile

0.02x

Higher debt load relative to revenue than 19% of similar nonprofits.

2019 filings • NTEE J • $1M-$5M nonprofits • Source year 2019

Net Margin

99th percentile

89%

Higher net margin than 99% of similar nonprofits.

2019 filings • NTEE J • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

83rd percentile

$253,961

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 32.9% of source-year revenue.

2019 filings • NTEE J • $1M-$5M nonprofits • Source year 2019

Asset Growth

96th percentile

75%

Faster asset growth than 96% of similar nonprofits.

2019 filings • NTEE J • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

89th percentile

29%

Faster revenue growth than 89% of similar nonprofits.

2019 filings • NTEE J • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,621,843

Up $693,396 (+75%) from 2018

Net Assets

Up

$1,609,593

Up $689,396 (+75%) from 2018

Liabilities

Up

$12,250

Up $4,000 (+48%) from 2018

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin99th percentile

Revenue

Up

$771,661

Up $174,594 (+29%) from 2018

Expenses

Up

$82,265

Up $72,857 (+774%) from 2018

Net Income

Up

$689,396

Up $101,737 (+17%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2017: $340,038Liabilities 2017: $7,500Net Assets 2017: $332,5382017Assets 2018: $928,447Liabilities 2018: $8,250Net Assets 2018: $920,1972018Assets 2019: $1,621,843Liabilities 2019: $12,250Net Assets 2019: $1,609,5932019Assets 2020: $1,830,970Liabilities 2020: $143,055Net Assets 2020: $1,687,9152020Assets 2021: $1,683,750Liabilities 2021: $77,086Net Assets 2021: $1,606,6642021Assets 2022: $1,467,318Liabilities 2022: $82,418Net Assets 2022: $1,384,9002022Assets 2023: $1,609,610Liabilities 2023: $105,511Net Assets 2023: $1,504,0992023Assets 2024: $1,320,066Liabilities 2024: $96,817Net Assets 2024: $1,223,2492024

Highlighted filing

2019

Assets$1,621,843
Liabilities$12,250
Net Assets$1,609,593
Open 2019 Filing

Operations Trend

Revenue Growth89th percentile

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

$1.0M$500K$0-$500KRevenue 2017: $336,211Expenses 2017: $3,673Net Income 2017: $332,5382017Revenue 2018: $597,067Expenses 2018: $9,408Net Income 2018: $587,6592018Revenue 2019: $771,661Expenses 2019: $82,265Net Income 2019: $689,3962019Revenue 2020: $698,160Expenses 2020: $619,838Net Income 2020: $78,3222020Revenue 2021: $736,516Expenses 2021: $817,767Net Income 2021: -$81,2512021Revenue 2022: $640,746Expenses 2022: $862,510Net Income 2022: -$221,7642022Revenue 2023: $788,203Expenses 2023: $669,004Net Income 2023: $119,1992023Revenue 2024: $705,837Expenses 2024: $986,687Net Income 2024: -$280,8502024

Highlighted filing

2019

Revenue$771,661
Expenses$82,265
Net Income$689,396
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 24, 2020
Return Version
2019v5.1
Gross Receipts
$771,661
Mission and Program Overview

Mission

The purpose of the trust is to improve communication between representatives of labor and management in the industry; preserve, identify and expand work opportunities; promote efficiency in operations and the economic competitiveness; promote the establishment and maintenance of quality training programs; establish and maintain mechanisms for monitoring and enforcing compliance with federal, state and local laws, rules, regulations and standards; and award grants to eligible employers who are collectively bargained with the union.

The purpose of the plan is to improve communication between representatives of labor and management in the industry; preserve, identify and expand work opportunities; promote efficiency in operations and the economic competitiveness; promote the establishment and maintenance of quality training programs; establish and maintain mechanisms for monitoring and enforcing compliance with federal, state and local laws, rules, regulations and standards.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$1,529,604-
Cash and Non-Interest-Bearing Accounts$842,447--
Accounts Receivable$86,000$92,239▲ $6,239
Total Assets$928,447$1,621,843▲ $693,396
Liabilities
Accounts Payable and Accrued Expenses$8,250$12,250▲ $4,000
Total Liabilities$8,250$12,250▲ $4,000
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$920,197$1,609,593▲ $689,396
Total Net Assets Fund Balance$920,197$1,609,593▲ $689,396
Total Liabilities and Net Assets / Fund Balance$928,447$1,621,843▲ $693,396
Compensation and Service Providers
Top Officer Pay83rd percentile

Board Members and Trustees

NameTitle
Mark FanteEmp Trustee
Richard LombardiEmp Trustee
Ross PepeEmp Trustee
Anthony Braccio JrUnion Trustee
James SassoUnion Trustee
Jeffrey LoughlinUnion Trustee
Rita KostikFund Manager
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$765,274
Investment Income
$6,387
Other Revenue
$0
Change in Net Assets
$689,396
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$50,167
Grants and Similar Amounts Paid$32,098
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses---$33,202
Grants to Domestic Orgs---$32,098
Fees for Services Accounting---$10,750
Fees for Services Legal---$2,744
Occupancy---$2,515
Office Expenses---$600
Insurance---$356
Total Functional Expenses$0$0$0$82,265
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bmb Leasing CorpNew Rochelle, NY-To Successfully Bid and Obtain Jobs in the Construction Industry$22,470
Bilotta ConstructionRye, NY-To Successfully Bid and Obtain Jobs in the Construction Industry$9,628
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
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 manager who works for the organization. Once completed, the form was provided to and reviewed by the board of trustees prior to submission.”

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

“Review of the conflict of interest policy is done annually at a trustees meeting and with 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
Operating Engineers Local 137 Labor
EIN
82-6654758
Phone
9147621268
Address
1360 PLEASANTVILLE ROAD, BRIARCLIFF MANOR, NY 10510

Signing Officer

Name
Jeffrey Loughlin
Title
Union Trustee
Phone
9147621268
Signed
2020-07-24
Discuss with paid preparer
Yes

Organization Details

Formed
2017
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Schultheis & Panettieri Llp
Address
450 WIRELESS BLVD, HAUPPAUGE, NY 11788
Preparer
Carol Westfall
Phone
6312734778
Raw XML Appendix389 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3EMP TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4EMP TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5EMP TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6FUND MANAGER
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUCCESSFULLY BID AND OBTAIN JOBS IN THE CONSTRUCTION INDUSTRY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO SUCCESSFULLY BID AND OBTAIN JOBS IN THE CONSTRUCTION INDUSTRY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BMB LEASING CORP
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1BILOTTA CONSTRUCTION
IRS990ScheduleI/RecipientTable/RecipientEIN0133078012
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0RITA KOSTIK
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0FUND MANAGER
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IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0RITA KOSTIK RECEIVES COMPENSATION AND BENEFITS IN HER CAPACITY AS FUND MANAGER OF THE ENTITY AND THE RELATED UNION, PENSION, APPRENTICE, ANNUITY, AND WELFARE FUNDS. COMPENSATION AND BENEFITS ARE PAID BY THE WELFARE FUND WITH REIMBURSEMENTS MADE ACCORDINGLY. THE LABOR MANAGEMENT COOPERATIVE TRUSTS PORTION OF THESE EXPENSES IS 9% OF THE GROSS AMOUNT DETAILED ON SCHEDULE J PART II.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE J - SUPPLEMENTAL INFORMATION
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WAS PREPARED IN COORDINATION WITH THE FUND MANAGER WHO WORKS FOR THE ORGANIZATION. ONCE COMPLETED, THE FORM WAS PROVIDED TO AND REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEW OF THE CONFLICT OF INTEREST POLICY IS DONE ANNUALLY AT A TRUSTEES MEETING AND WITH 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/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0IUOE LOCAL 137 WELFARE FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1IUOE ANNUITY FUND LOCAL 137 A B C
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2APPRENTICE FUND IUOE LOCAL 137
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3THE PENS PLAN IUOE LOCAL 137 A B C R
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0131739714
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1133204596
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2131968055
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3131825849
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE HEALTH & OTHER BEN TO ELIG PARTI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PROVIDE RETIREMENT BEN TO ELIG PARTIC.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2PROVIDE APP TRAIN, SKILL IMPRO & SAFE ED
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3PROVIDES RET BENEFITS TO ELIG PARTIC.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt22
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt3N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01360 PLEASANTVILLE ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11360 PLEASANTVILLE ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt21360 PLEASANTVILLE ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt31360 PLEASANTVILLE ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BRIARCLIFF MANOR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1BRIARCLIFF MANOR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2BRIARCLIFF MANOR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3BRIARCLIFF MANOR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd010510
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd110510
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd210510
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd310510
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0928447
IRS990/TotalAssetsEOYAmt01621843
IRS990/TotalAssetsGrp/BOYAmt0928447
IRS990/TotalAssetsGrp/EOYAmt01621843
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt082265
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08250
IRS990/TotalLiabilitiesEOYAmt012250
IRS990/TotalLiabilitiesGrp/BOYAmt08250
IRS990/TotalLiabilitiesGrp/EOYAmt012250
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0920197
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01609593
IRS990/TotalOtherCompensationAmt0100191
IRS990/TotalProgramServiceRevenueAmt0765274
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt06387
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0765274
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0771661
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0928447
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01621843
IRS990/TotReportableCompRltdOrgAmt0153770
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01360 PLEASANTVILLE ROAD
IRS990/USAddress/CityNm0BRIARCLIFF MANOR
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010510
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02020-09-22 18:59:49Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY LOUGHLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0UNION TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09147621268
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPERATING ENGINEERS LOCAL 137 LABOR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MANAGEMENT COOPERATIVE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0OPER
ReturnHeader/Filer/EIN0826654758
ReturnHeader/Filer/PhoneNum09147621268
ReturnHeader/Filer/USAddress/AddressLine1Txt01360 PLEASANTVILLE ROAD
ReturnHeader/Filer/USAddress/CityNm0BRIARCLIFF MANOR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010510
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03D4AE2E8976E81368E472ACBB9DF04FDA774F33F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03D4AE2E8976E81368E472ACBB9DF04FDA774F33F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.56.115.218
ReturnHeader/FilingSecurityInformation/IPDt02020-07-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:37:30
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0131577780
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHULTHEIS & PANETTIERI LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0450 WIRELESS BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HAUPPAUGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011788
ReturnHeader/PreparerPersonGrp/PhoneNum06312734778
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAROL WESTFALL
ReturnHeader/ReturnTs02020-07-24T09:38:30-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,621,843
Liabilities
$12,250
Net assets
$1,609,593
Revenue
$771,661
Expenses
$82,265
Net income
$689,396
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.32$0.10$1.22$0.71$0.99$0.28
2023Detailed filing. Detailed filing data is available for this year.$1.61$0.11$1.50$0.79$0.67$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.47$0.08$1.38$0.64$0.86$0.22
2021Detailed filing. Detailed filing data is available for this year.$1.68$0.08$1.61$0.74$0.82$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.83$0.14$1.69$0.70$0.62$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.62$0.01$1.61$0.77$0.08$0.69
2018Summary only. Only limited summary data is available for this year.$0.93$0.01$0.92$0.60$0.01$0.59
2017Summary only. Only limited summary data is available for this year.$0.34$0.01$0.33$0.34$0.00$0.33