Civic Intelligence

Iron Workers Local No 16 Vacation Fund

EIN 91-2071845 • 501(c)9 • Mercer Island, WA

View Organization Page

Profile

Provide vacation benefits for union members.

7525 SE 24th St 200Mercer Island, WA 98040

www.gemgroup.com

Siviq Scores

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

Liabilities / Assets

65th percentile

0.00x

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

501(c)9 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2022

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2022

Asset Growth

52nd percentile

-28%

Faster asset growth than 52% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

10th percentile

-100%

Faster revenue growth than 10% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets65th percentile

Assets

Down

$18,729

Down $7,372 (-28%) from 2021

Liabilities

Down

$0

Down $4,200 (-100%) from 2021

Net Assets

Down

$18,729

Down $3,172 (-14%) from 2021

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $40,027 (-100%) from 2021

Expenses

Down

$3,172

Down $3,674 (-54%) from 2021

Net Income

Down

-$3,172

Down $36,353 (-110%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

$600K$400K$200K$0-$200KAssets 2010: $442,441Liabilities 2010: $417,654Net Assets 2010: $24,7872010Assets 2011: $263,101Liabilities 2011: $243,428Net Assets 2011: $19,6732011Assets 2012: $321,066Liabilities 2012: $299,508Net Assets 2012: $21,5582012Assets 2013: $294,868Liabilities 2013: $286,226Net Assets 2013: $8,6422013Assets 2014: $275,116Liabilities 2014: $279,645Net Assets 2014: -$4,5292014Assets 2015: $296,680Liabilities 2015: $312,589Net Assets 2015: -$15,9092015Assets 2016: $227,599Liabilities 2016: $238,810Net Assets 2016: -$11,2112016Assets 2018: $179,660Liabilities 2018: $195,995Net Assets 2018: -$16,3352018Assets 2019: $192,145Liabilities 2019: $206,740Net Assets 2019: -$14,5952019Assets 2020: $19,172Liabilities 2020: $30,452Net Assets 2020: -$11,2802020Assets 2021: $26,101Liabilities 2021: $4,200Net Assets 2021: $21,9012021Assets 2022: $18,729Liabilities 2022: $0Net Assets 2022: $18,7292022

Highlighted filing

2022

Assets$18,729
Liabilities$0
Net Assets$18,729
Open 2022 Filing

Operations Trend

Revenue Growth10th percentile

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $753,9262010Expenses 2011: $461,5322011Expenses 2012: $563,8772012Expenses 2013: $501,9562013Revenue 2014: $480,741Expenses 2014: $493,912Net Income 2014: -$13,1712014Revenue 2015: $497,577Expenses 2015: $508,957Net Income 2015: -$11,3802015Revenue 2016: $367,368Expenses 2016: $362,670Net Income 2016: $4,6982016Revenue 2018: $290,779Expenses 2018: $290,756Net Income 2018: $232018Revenue 2019: $301,561Expenses 2019: $299,821Net Income 2019: $1,7402019Revenue 2020: $106,183Expenses 2020: $102,868Net Income 2020: $3,3152020Revenue 2021: $40,027Expenses 2021: $6,846Net Income 2021: $33,1812021Revenue 2022: $0Expenses 2022: $3,172Net Income 2022: -$3,1722022

Highlighted filing

2022

Revenue$0
Expenses$3,172
Net Income-$3,172
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,729
Liabilities
$0
Net assets
$18,729
Revenue
$0
Expenses
$3,172
Net income
-$3,172
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.00$0.03$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.26$0.04$0.22$0.40$0.07$0.33
2020Summary only. Only limited summary data is available for this year.$0.19$0.30$0.11$1.06$1.03$0.03
2019Summary only. Only limited summary data is available for this year.$1.92$2.07$0.15$3.02$3.00$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$1.96$0.16$2.91$2.91$0.00
2016Detailed filing. Detailed filing data is available for this year.$2.28$2.39$0.11$3.67$3.63$0.05
2015Detailed filing. Detailed filing data is available for this year.$2.97$3.13$0.16$4.98$5.09$0.11
2014Detailed filing. Detailed filing data is available for this year.$2.75$2.80$0.05$4.81$4.94$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.95$2.86$0.09$5.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.21$3.00$0.22$5.64
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.63$2.43$0.20$4.62
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.42$4.18$0.25$7.54
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2021 to Mar 31, 2022
Signed
Feb 2, 2023
Return Version
2021v4.2
Gross Receipts
$0
Mission and Program Overview

Mission

Provide vacation benefits for union members.

Program Services

DescriptionGrantsExpenses
PROVIDE DEFERRED VACATION BENEFITS TO ELIGIBLE MEMBERS BASED UPON HOURS WORKED AND CONTRIBUTIONS. ALL COLLECTIVE BARGAINING AGREEMENTS EXPIRED AND THE REMAINING BENEFITS WERE PAID OUT.$0$0
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RAY CLELANDTrustee-$0--
JAMES AYERSMANTrustee-$0--
RON MANTAGNATrustee-$0--
WILLIAM BECKMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Iron Workers Local No 16 Vacation Fund
EIN
91-2071845
Phone
8007321121
Address
7525 SE 24TH ST 200, MERCER ISLAND, WA 98040

Signing Officer

Name
Ray Cleland
Title
Trustee
Phone
8007321121
Signed
2023-02-02
Discuss with paid preparer
Yes

Preparer

Firm
Calibre CPA Group Pllc
Address
7501 WISCONSIN AVENUE STE 1200W, BETHESDA, MD 20814
Preparer
Peter P Osman CPA
Phone
2023319880
Supplemental Narrative

Additional Explanations

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

“Description: loss on o/s checks. Amount: 3,109.”

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

“Description: accounts payable. Beg. Of year amount: 4,200. End of year amount: 0.”

Raw XML Appendix115 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0WPAS
IRS990EZ/BooksInCareOfDetail/PhoneNum08007321121
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07525 SE 24TH ST 200
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MERCER ISLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098040
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026101
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018729
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-3172
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt063
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt026101
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018729
IRS990EZ/GrossReceiptsAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingOtherDesc0MOD. CASH
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021901
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018729
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021901
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018729
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RAY CLELAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMES AYERSMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RON MANTAGNA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3WILLIAM BECKMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt03109
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE VACATION BENEFITS FOR UNION MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE DEFERRED VACATION BENEFITS TO ELIGIBLE MEMBERS BASED UPON HOURS WORKED AND CONTRIBUTIONS. ALL COLLECTIVE BARGAINING AGREEMENTS EXPIRED AND THE REMAINING BENEFITS WERE PAID OUT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04200
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt03172
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: LOSS ON O/S CHECKS. AMOUNT: 3,109.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 4,200. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RAY CLELAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08007321121
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IRON WORKERS LOCAL NO 16 VACATION FUND
ReturnHeader/Filer/BusinessNameControlTxt0IRON
ReturnHeader/Filer/EIN0912071845
ReturnHeader/Filer/PhoneNum08007321121
ReturnHeader/Filer/USAddress/AddressLine1Txt07525 SE 24TH ST 200
ReturnHeader/Filer/USAddress/CityNm0MERCER ISLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098040
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470900880
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALIBRE CPA GROUP PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07501 WISCONSIN AVENUE STE 1200W
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020814
ReturnHeader/PreparerPersonGrp/PhoneNum02023319880
ReturnHeader/PreparerPersonGrp/PreparationDt02023-02-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER P OSMAN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-02-02T13:12:06-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RAY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CLELAND
ReturnHeader/TaxPeriodBeginDt02021-04-01
ReturnHeader/TaxPeriodEndDt02022-03-31
ReturnHeader/TaxYr02021

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