Civic Intelligence

Local 2315 Retiree Benefit Veba Fund Tr

990 • Fiscal year 2025 • EIN 03-0436586

Jun 01, 2024 to May 31, 2025 • Filed on Apr 15, 2026

Organization ProfileN/A
PO Box 291745Davie, FL 33329

(954) 881-1687

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2025 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

34th percentile

0.00x

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

2025 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2025

Net Margin

88th percentile

35%

Higher net margin than 88% of similar nonprofits.

2025 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

60th percentile

$0

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2025 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2025

Asset Growth

66th percentile

10%

Faster asset growth than 66% of similar nonprofits.

2025 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

13th percentile

-13%

Faster revenue growth than 13% of similar nonprofits.

2025 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$5,305,436

Up $503,998 (+10%) from 2024

Net Assets

Up

$5,305,436

Up $503,998 (+10%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin88th percentile

Revenue

Down

$592,884

Down $87,952 (-13%) from 2024

Expenses

Down

$385,522

Down $125,006 (-24%) from 2024

Net Income

Up

$207,362

Up $37,054 (+22%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,606,056Liabilities 2011: $0Net Assets 2011: $1,606,0562011Assets 2012: $1,448,160Liabilities 2012: $0Net Assets 2012: $1,448,1602012Assets 2013: $1,571,081Liabilities 2013: $0Net Assets 2013: $1,571,0812013Assets 2014: $1,796,098Liabilities 2014: $0Net Assets 2014: $1,796,0982014Assets 2015: $1,968,665Liabilities 2015: $0Net Assets 2015: $1,968,6652015Assets 2017: $2,275,097Liabilities 2017: $0Net Assets 2017: $2,275,0972017Assets 2018: $2,551,252Liabilities 2018: $0Net Assets 2018: $2,551,2522018Assets 2019: $2,701,324Liabilities 2019: $0Net Assets 2019: $2,701,3242019Assets 2020: $2,940,625Liabilities 2020: $0Net Assets 2020: $2,940,6252020Assets 2021: $4,182,124Liabilities 2021: $0Net Assets 2021: $4,182,1242021Assets 2022: $3,934,361Liabilities 2022: $0Net Assets 2022: $3,934,3612022Assets 2023: $4,086,092Liabilities 2023: $0Net Assets 2023: $4,086,0922023Assets 2024: $4,801,438Liabilities 2024: $0Net Assets 2024: $4,801,4382024Assets 2025: $5,305,436Liabilities 2025: $0Net Assets 2025: $5,305,4362025

Highlighted filing

2025

Assets$5,305,436
Liabilities$0
Net Assets$5,305,436
Open 2025 Filing

Operations Trend

Revenue Growth13th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $435,925Expenses 2011: $114,038Net Income 2011: $321,8872011Revenue 2012: -$43,816Expenses 2012: $114,084Net Income 2012: -$157,9002012Revenue 2013: $71,509Expenses 2013: $150,939Net Income 2013: -$79,4302013Revenue 2014: $213,772Expenses 2014: $147,354Net Income 2014: $66,4182014Revenue 2015: $312,115Expenses 2015: $141,750Net Income 2015: $170,3652015Revenue 2017: $348,032Expenses 2017: $156,817Net Income 2017: $191,2152017Revenue 2018: $462,493Expenses 2018: $197,150Net Income 2018: $265,3432018Revenue 2019: $432,174Expenses 2019: $204,346Net Income 2019: $227,8282019Revenue 2020: $725,781Expenses 2020: $508,915Net Income 2020: $216,8662020Revenue 2021: $550,527Expenses 2021: $221,587Net Income 2021: $328,9402021Revenue 2022: $648,227Expenses 2022: $388,633Net Income 2022: $259,5942022Revenue 2023: $616,222Expenses 2023: $240,592Net Income 2023: $375,6302023Revenue 2024: $680,836Expenses 2024: $510,528Net Income 2024: $170,3082024Revenue 2025: $592,884Expenses 2025: $385,522Net Income 2025: $207,3622025

Highlighted filing

2025

Revenue$592,884
Expenses$385,522
Net Income$207,362
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Apr 15, 2026
Return Version
2024v5.5
Gross Receipts
$594,949
Mission and Program Overview

Mission

The fund pays or provides full or partial health insurance premiums and medical expense reimbursements and related benefits to eligible participants through policies of insurance of other programs and facilities.

The fund pays or provides full or partial health insurance premiums and medical expense reimbursements and related benefits to eligible participants through policies of insurance of other programs and facilities

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,624,390$5,013,166▲ $388,776
Savings and Temporary Cash Investments$177,048$292,270▲ $115,222
Total Assets$4,801,438$5,305,436▲ $503,998
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,801,438$5,305,436▲ $503,998
Total Net Assets Fund Balance$4,801,438$5,305,436▲ $503,998
Total Liabilities and Net Assets / Fund Balance$4,801,438$5,305,436▲ $503,998
Compensation and Service Providers
Top Officer Pay60th percentile

Board Members and Trustees

NameTitle
Adam KonickChairman/plan Administrator
Anthony FernandezPresident/trustee
Chris FletcherTrustee
Chris LoweTrustee
Eric RynningTrustee
Gary SpenceTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$472,696
Investment Income
$120,188
Other Revenue
$0
Change in Net Assets
$207,362
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$45,364
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$340,158
Fees for Services Other---$37,933
Fees for Services Accounting---$2,650
Fees for Services Legal---$2,472
Other Expenses---$2,309
Total Functional Expenses$0$0$0$385,522
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“The board of trustees are elected by members of the organization.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed by the chairman before filing.”

Form 990, Part VI, Section C, Line 19

“All documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Local 2315 Retiree Benefit Fund
EIN
03-0436586
Phone
9548811687
Address
PO BOX 291745, DAVIE, FL 33329

Signing Officer

Name
Adam Konick
Title
Chairman
Phone
9548811687
Signed
2026-04-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Adam Konick
Formed
2000
Legal Domicile
Fl
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Ksdt Advisors LLC
Address
9300 S DADELAND BLVD STE 600, MIAMI, FL 33156-2721
Preparer
Staci F Gralnick-parrish CPA
Phone
3056703370
Raw XML Appendix270 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF TRUSTEES ARE ELECTED BY MEMBERS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED BY THE CHAIRMAN BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL DOCUMENTS ARE AVAILABLE UPON REQUEST.
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ReturnHeader/BusinessOfficerGrp/PersonNm0ADAM KONICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum09548811687
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCAL 2315 RETIREE BENEFIT FUND
ReturnHeader/Filer/BusinessNameControlTxt0LOCA
ReturnHeader/Filer/EIN0030436586
ReturnHeader/Filer/PhoneNum09548811687
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ReturnHeader/Filer/USAddress/ZIPCd033329
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0393071042
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KSDT ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09300 S DADELAND BLVD STE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIAMI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0331562721
ReturnHeader/PreparerPersonGrp/PhoneNum03056703370
ReturnHeader/PreparerPersonGrp/PreparationDt02026-04-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STACI F GRALNICK-PARRISH CPA
ReturnHeader/ReturnTs02026-04-15T12:57:31-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,305,436
Liabilities
$0
Net assets
$5,305,436
Revenue
$592,884
Expenses
$385,522
Net income
$207,362
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.31$0.00$5.31$0.59$0.39$0.21
2024Detailed filing. Detailed filing data is available for this year.$4.80$0.00$4.80$0.68$0.51$0.17
2023Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.62$0.24$0.38
2022Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.65$0.39$0.26
2021Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$0.55$0.22$0.33
2020Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.73$0.51$0.22
2019Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.43$0.20$0.23
2018Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.46$0.20$0.27
2017Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.35$0.16$0.19
2015Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.31$0.14$0.17
2014Summary only. Only limited summary data is available for this year.$1.80$0.00$1.80$0.21$0.15$0.07
2013Summary only. Only limited summary data is available for this year.$1.57$0.00$1.57$0.07$0.15$0.08
2012Summary only. Only limited summary data is available for this year.$1.45$0.00$1.45$0.04$0.11$0.16
2011Summary only. Only limited summary data is available for this year.$1.61$0.00$1.61$0.44$0.11$0.32