LOCAL 60-CIC-BAC-LM TRUST

EIN: 466139805 Employment

HAWTHORNE, NY

Total Revenue
$977,983
Total Expenses
$91,732
Total Assets
$6,086,439
Net Assets
$6,084,837
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2012
Legal Domicile
NY
Principal Officer
ANTHONY ASCENCAO
Phone
9147692440
Tax Period
2024-01-01 to 2024-12-31

LOCAL 60-CIC-BAC-LM TRUST, founded in 2012, is a small nonprofit in the Employment sector that reported $978K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $886K, a strong 91% operating margin.

Mission

THE FUND MAY PROVIDE ANY BENEFIT THAT IS PERMISSIBLE UNDER THE APPLICABLE PROVISIONS OF THE CODE, INCLUDING, BUT NOT LIMITED TO IMPROVING COMMUNICATIONS BETWEEN THE UNION AND EMPLOYERS. IT IDENTIFIES AND EXPANDS WORK OPPORTUNITIES FOR CONSTRUCTION WORKERS AND EMPLOYERS AND PROMOTES EFFICIENCY IN OPERATIONS AND THE ECONOMIC COMPETITIVENESS OF THE UNION AND THE EMPLOYERS IN THE TERRITORIAL JURISDICTION OF THE UNION. IT ALSO PROMOTES THE HEALTH AND SAFETY OF CONSTRUCTION WORKERS EMPLOYED BY EMPLOYERS AND OF THEIR FAMILIES AND CONDUCTS RESEARCH, PERFORMS STUDIES, COLLECTS INFORMATION, DEVELOPS PROCEDURES AND OTHERWISE ACTS TO MINIMIZE THE HAZARDS IN THE WORKPLACE OF CONSTRUCTION WORKERS EMPLOYED BY EMPLOYERS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $877,268
Investment Income $100,715
Other Revenue $0
TOTAL REVENUE $977,983

Expense Breakdown

Grants Paid $0
Salaries & Benefits $27,372
Fundraising Expenses $0
Other Expenses $64,360
TOTAL EXPENSES $91,732

Year-over-Year Comparison

2024 2023 Change
Revenue $977,983 $864,560 +0.1%
Expenses $91,732 $73,359 +0.3%
Net Income $886,251 $791,201 +0.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
5
Independent Members
2
Employees
N/A
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
0
$0
Total Directors
7
$1,112,699
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ANTHONY ASCENCAO UNION TRUSTEE 0.50
Director
$0 $180,576 $490,240
CARLOS ASCENCAO ALTERNATE UNION TRUSTEEE 0.50
Director
$0 $0 $0
GEORGE PACCHIANA EMPLOYER TRUSTEE 0.50
Director
$0 $0 $0
JACINTO FRAGOSO UNION TRUSTEE 0.50
Director
$0 $121,167 $311,233
JOHN T COONEY JR EMPLOYER TRUSTEE 0.50
Director
$0 $0 $0
MICHAEL MOREIRA UNION TRUSTEE 0.50
Director
$0 $121,167 $311,226
ROSS PEPE FORMER EMPLOYER TRUSTEE 0.50
Director
$0 $0 $0
ANDREW FERRARO TRAINING INSTRUCTOR 0.00
Highest
$0 $57,677 $211,669
CARLOS GONZALEZ TRAINING INSTRUCTOR 0.00
Highest
$0 $57,840 $217,469
CHRISTINE COSTA ADMINISTRATOR 0.50
Highest
$0 $53,810 $224,354
FRANK BISIGNANO TRAINING DIRECTOR 0.00
Highest
$0 $146,087 $388,795
MICHAEL CRUZ EAP DIRECTOR 0.00
Highest
$0 $53,810 $181,280
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $977,983 $91,732 $6,086,439 $886,251
2023 $864,560 $73,359 $5,205,651 $791,201
2022 $817,950 $78,196 $4,418,094 $739,754
2021 $757,710 $31,238 $3,668,132 $726,472
2020 $765,655 $36,732 $2,942,918 $728,923
2019 $990,912 $37,461 $2,212,236 $953,451
2018 $825,527 $50,179 $1,260,494 $775,348
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