Civic Intelligence

Operating Engineers Local 137 Labor Management Cooperative T

990 • Fiscal year 2021 • EIN 82-6654758

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 19, 2022

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

41st percentile

0.05x

Higher debt load relative to assets than 41% of similar nonprofits.

2021 filings • NTEE J • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

58th percentile

0.10x

Higher debt load relative to revenue than 58% of similar nonprofits.

2021 filings • NTEE J • $1M-$5M nonprofits • Source year 2021

Net Margin

11th percentile

-11%

Higher net margin than 11% of similar nonprofits.

2021 filings • NTEE J • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

84th percentile

$266,048

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 36.1% of source-year revenue.

2021 filings • NTEE J • $1M-$5M nonprofits • Source year 2021

Asset Growth

13th percentile

-8.0%

Faster asset growth than 13% of similar nonprofits.

2021 filings • NTEE J • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

57th percentile

5.5%

Faster revenue growth than 57% of similar nonprofits.

2021 filings • NTEE J • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Down

$1,683,750

Down $147,220 (-8.0%) from 2020

Net Assets

Down

$1,606,664

Down $81,251 (-4.8%) from 2020

Liabilities

Down

$77,086

Down $65,969 (-46%) from 2020

Revenue

Up

$736,516

Up $38,356 (+5.5%) from 2020

Expenses

Up

$817,767

Up $197,929 (+32%) from 2020

Net Income

Down

-$81,251

Down $159,573 (-204%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$1,683,750
Liabilities$77,086
Net Assets$1,606,664

Operations Trend

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

2021

Revenue$736,516
Expenses$817,767
Net Income-$81,251
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 19, 2022
Return Version
2021v4.2
Gross Receipts
$736,516
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,739,236$1,586,750▼ $152,486
Accounts Receivable$91,734$97,000▲ $5,266
Total Assets$1,830,970$1,683,750▼ $147,220
Liabilities
Accounts Payable and Accrued Expenses$143,055$77,086▼ $65,969
Total Liabilities$143,055$77,086▼ $65,969
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,687,915$1,606,664▼ $81,251
Total Net Assets Fund Balance$1,687,915$1,606,664▼ $81,251
Total Liabilities and Net Assets / Fund Balance$1,830,970$1,683,750▼ $147,220
Compensation and Service Providers

Board Members and Trustees

NameTitle
John CooneyEmp Trustee
Mark FanteEmp Trustee
Richard LombardiEmp Trustee
James SassoUnion Trustee
Jeffrey LoughlinUnion Trustee
Michael MillerUnion Trustee
Rita KostikFund Manager
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$730,739
Investment Income
$5,777
Other Revenue
$0
Change in Net Assets
$-81,251

Audited Revenue Reconciliation

Revenue per Audited Statements
$736,516
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$736,516
Total Revenue per Form 990
$736,516
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$757,450
Salaries, Compensation, and Employee Benefits$34,309
Other Expenses$26,008
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs---$757,450
Other Salaries and Wages---$19,439
Fees for Services Accounting---$17,820
Pension Plan Contributions---$7,809
Other Employee Benefits---$5,664
Office Expenses---$2,664
Occupancy---$2,389
Insurance---$1,533
Payroll Taxes---$1,397
Information Technology---$1,327
Fees for Services Legal---$275
Total Functional Expenses$0$0$0$817,767

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$817,767
Total Expenses per Audited Statements$817,767
Total Expenses per Form 990$817,767
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
SHAWN'S LAWN INCStamford, CT-To Successfully Bid and Obtain Jobs in the Construction Industry$224,605
Montesano Contracting IncNew Rochelle, NY-To Successfully Bid and Obtain Jobs in the Construction Industry$193,262
Gianfia CorpHawthorne, NY-To Successfully Bid and Obtain Jobs in the Construction Industry$62,201
Northbrook Contracting CorpPeekskill, NY-To Successfully Bid and Obtain Jobs in the Construction Industry$43,946
Bradhurst Site Constr CorpValhalla, NY-To Successfully Bid and Obtain Jobs in the Construction Industry$41,171
Avanti Building ConstructionMt Vernon, NY-To Successfully Bid and Obtain Jobs in the Construction Industry$38,797
Bmb Leasing CorpNew Rochelle, NY-To Successfully Bid and Obtain Jobs in the Construction Industry$37,200
Paleen Construction CorpSomers, NY-To Successfully Bid and Obtain Jobs in the Construction Industry$23,274
Ben Ciccone IncPoughkeepsie, NY-To Successfully Bid and Obtain Jobs in the Construction Industry$21,294
Elq Industries IncNew Rochelle, NY-To Successfully Bid and Obtain Jobs in the Construction Industry$20,802
Con-tech Const Technology IncCarmel, NY-To Successfully Bid and Obtain Jobs in the Construction Industry$13,436
Landi Contracting IncHawthorne, NY-To Successfully Bid and Obtain Jobs in the Construction Industry$10,857
Joken Development CorporationWhite Plains, NY-To Successfully Bid and Obtain Jobs in the Construction Industry$10,714
Morano Brothers CorpCroton, NY-To Successfully Bid and Obtain Jobs in the Construction Industry$9,300
Paladino Concrete Creations CoMt Vernon, NY-To Successfully Bid and Obtain Jobs in the Construction Industry$6,591
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
Audit committee
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 trust. 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 trust'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
2022-07-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rita Kostik
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 AppendixShowing 400 of 523 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0143055
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt077086
IRS990/AccountsReceivableGrp/BOYAmt091734
IRS990/AccountsReceivableGrp/EOYAmt097000
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE 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.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0RITA KOSTIK
IRS990/BooksInCareOfDetail/PhoneNum09147621268
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01360 PLEASANTVILLE ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0BRIARCLIFF MANOR
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd010510
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0757450
IRS990/CYInvestmentIncomeAmt05777
IRS990/CYOtherExpensesAmt026008
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0730739
IRS990/CYRevenuesLessExpensesAmt0-81251
IRS990/CYSalariesCompEmpBnftPaidAmt034309
IRS990/CYTotalExpensesAmt0817767
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0736516
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE 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.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt017820
IRS990/FeesForServicesLegalGrp/TotalAmt0275
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt632.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt63.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt6107233
IRS990/Form990PartVIISectionAGrp/PersonNm0JEFFREY LOUGHLIN
IRS990/Form990PartVIISectionAGrp/PersonNm1JAMES SASSO
IRS990/Form990PartVIISectionAGrp/PersonNm2MICHAEL MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm3RICHARD LOMBARDI
IRS990/Form990PartVIISectionAGrp/PersonNm4MARK FANTE
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN COONEY
IRS990/Form990PartVIISectionAGrp/PersonNm6RITA KOSTIK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6158815
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
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02017
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0757450
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0736516
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt01327
IRS990/InsuranceGrp/TotalAmt01533
IRS990/InvestmentIncomeGrp/ExclusionAmt05777
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05777
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01687915
IRS990/NetAssetsOrFundBalancesEOYAmt01606664
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01687915
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01606664
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt02389
IRS990/OfficeExpensesGrp/TotalAmt02664
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt05664
IRS990/OtherSalariesAndWagesGrp/TotalAmt019439
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt01397
IRS990/PensionPlanContributionsGrp/TotalAmt07809
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0RITA KOSTIK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0237310
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYERS' CONTRIB
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0730739
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0730739
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt0562324
IRS990/PYInvestmentIncomeAmt06842
IRS990/PYOtherExpensesAmt023192
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0691318
IRS990/PYRevenuesLessExpensesAmt078322
IRS990/PYSalariesCompEmpBnftPaidAmt034322
IRS990/PYTotalExpensesAmt0619838
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0698160
IRS990/ReconcilationRevenueExpnssAmt0-81251
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01739236
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01586750
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0817767
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0736516
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0817767
IRS990ScheduleD/TotalRevenuePerForm990Amt0736516
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0736516
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0817767
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt038797
IRS990ScheduleI/RecipientTable/CashGrantAmt121294
IRS990ScheduleI/RecipientTable/CashGrantAmt237200
IRS990ScheduleI/RecipientTable/CashGrantAmt341171
IRS990ScheduleI/RecipientTable/CashGrantAmt413436
IRS990ScheduleI/RecipientTable/CashGrantAmt520802
IRS990ScheduleI/RecipientTable/CashGrantAmt662201
IRS990ScheduleI/RecipientTable/CashGrantAmt710857
IRS990ScheduleI/RecipientTable/CashGrantAmt810714
IRS990ScheduleI/RecipientTable/CashGrantAmt9193262
IRS990ScheduleI/RecipientTable/CashGrantAmt109300
IRS990ScheduleI/RecipientTable/CashGrantAmt1143946
IRS990ScheduleI/RecipientTable/CashGrantAmt126591
IRS990ScheduleI/RecipientTable/CashGrantAmt1323274
IRS990ScheduleI/RecipientTable/CashGrantAmt14224605
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt60
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt70
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt80
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt90
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt100
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt110
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt120
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt130
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt140
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/PurposeOfGrantTxt2TO SUCCESSFULLY BID AND OBTAIN JOBS IN THE CONSTRUCTION INDUSTRY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3TO SUCCESSFULLY BID AND OBTAIN JOBS IN THE CONSTRUCTION INDUSTRY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4TO SUCCESSFULLY BID AND OBTAIN JOBS IN THE CONSTRUCTION INDUSTRY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5TO SUCCESSFULLY BID AND OBTAIN JOBS IN THE CONSTRUCTION INDUSTRY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6TO SUCCESSFULLY BID AND OBTAIN JOBS IN THE CONSTRUCTION INDUSTRY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7TO SUCCESSFULLY BID AND OBTAIN JOBS IN THE CONSTRUCTION INDUSTRY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8TO SUCCESSFULLY BID AND OBTAIN JOBS IN THE CONSTRUCTION INDUSTRY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9TO SUCCESSFULLY BID AND OBTAIN JOBS IN THE CONSTRUCTION INDUSTRY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10TO SUCCESSFULLY BID AND OBTAIN JOBS IN THE CONSTRUCTION INDUSTRY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt11TO SUCCESSFULLY BID AND OBTAIN JOBS IN THE CONSTRUCTION INDUSTRY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt12TO SUCCESSFULLY BID AND OBTAIN JOBS IN THE CONSTRUCTION INDUSTRY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt13TO SUCCESSFULLY BID AND OBTAIN JOBS IN THE CONSTRUCTION INDUSTRY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt14TO SUCCESSFULLY BID AND OBTAIN JOBS IN THE CONSTRUCTION INDUSTRY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0AVANTI BUILDING CONSTRUCTION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1BEN CICCONE INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2BMB LEASING CORP
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3BRADHURST SITE CONSTR CORP
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4CON-TECH CONST TECHNOLOGY INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5ELQ INDUSTRIES INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6GIANFIA CORP
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7LANDI CONTRACTING INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8JOKEN DEVELOPMENT CORPORATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9MONTESANO CONTRACTING INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10MORANO BROTHERS CORP
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt11NORTHBROOK CONTRACTING CORP
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt12PALADINO CONCRETE CREATIONS CO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt13PALEEN CONSTRUCTION CORP
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt14SHAWN'S LAWN INC
IRS990ScheduleI/RecipientTable/RecipientEIN0133913380
IRS990ScheduleI/RecipientTable/RecipientEIN1131863940
IRS990ScheduleI/RecipientTable/RecipientEIN2133078012
IRS990ScheduleI/RecipientTable/RecipientEIN3131984667
IRS990ScheduleI/RecipientTable/RecipientEIN4134232963
IRS990ScheduleI/RecipientTable/RecipientEIN5131994798
IRS990ScheduleI/RecipientTable/RecipientEIN6261730112
IRS990ScheduleI/RecipientTable/RecipientEIN7264095794
IRS990ScheduleI/RecipientTable/RecipientEIN8132888750
IRS990ScheduleI/RecipientTable/RecipientEIN9132808671
IRS990ScheduleI/RecipientTable/RecipientEIN10043749071
IRS990ScheduleI/RecipientTable/RecipientEIN11133712282
IRS990ScheduleI/RecipientTable/RecipientEIN12200637234
IRS990ScheduleI/RecipientTable/RecipientEIN13132578660
IRS990ScheduleI/RecipientTable/RecipientEIN14061509463
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0243 WEST LINCOLN AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1151 DALEY ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2567 FIFTH AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3140 BRADHURST AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt41961 ROUTE 6 SUITE R-3
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5567 FIFTH AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6179 BRADY AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt713 BRADHURST AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt89 BELWAY PLACE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt976 PLAIN AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt102045 ALBANY POST ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt117 CORPORATE DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12315 NO MAC QUESTEN PKWY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt13293 ROUTE 100 SUITE 106
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt141200 HIGH RIDGE RD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MT VERNON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1POUGHKEEPSIE
IRS990ScheduleI/RecipientTable/USAddress/CityNm2NEW ROCHELLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm3VALHALLA
IRS990ScheduleI/RecipientTable/USAddress/CityNm4CARMEL
IRS990ScheduleI/RecipientTable/USAddress/CityNm5NEW ROCHELLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm6HAWTHORNE
IRS990ScheduleI/RecipientTable/USAddress/CityNm7HAWTHORNE
IRS990ScheduleI/RecipientTable/USAddress/CityNm8WHITE PLAINS
IRS990ScheduleI/RecipientTable/USAddress/CityNm9NEW ROCHELLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm10CROTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm11PEEKSKILL
IRS990ScheduleI/RecipientTable/USAddress/CityNm12MT VERNON
IRS990ScheduleI/RecipientTable/USAddress/CityNm13SOMERS
IRS990ScheduleI/RecipientTable/USAddress/CityNm14STAMFORD
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd7NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd8NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd9NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd10NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd11NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd12NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd13NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd14CT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd010550
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd112603
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd210801
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd310595
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd410512
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd510801
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd610532
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd710532
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd810601
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd910801
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1010520
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1110566
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1210550
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1310589
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1406905
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0158815
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt076111
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt031122
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0RITA KOSTIK
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0FUND MANAGER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0266048
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 TRUST. 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 TRUST'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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings