Civic Intelligence

New England Joint Board Health &

990 • Fiscal year 2016 • EIN 04-2274560

Jun 01, 2015 to May 31, 2016 • Filed on Sep 20, 2016

Organization ProfileN/A

View Organization Page

14 Manning Ave Suite 302Leominster, MA 01453

(978) 840-4701

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.02x

Higher debt load relative to assets than 63% of similar nonprofits.

2016 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

57th percentile

0.01x

Higher debt load relative to revenue than 57% of similar nonprofits.

2016 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2016

Net Margin

37th percentile

-3.5%

Higher net margin than 37% of similar nonprofits.

2016 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

77th percentile

$16,680

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2016 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2016

Asset Growth

25th percentile

-8.4%

Faster asset growth than 25% of similar nonprofits.

2016 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

31st percentile

-9.8%

Faster revenue growth than 31% of similar nonprofits.

2016 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$352,721

Down $32,208 (-8.4%) from 2015

Net Assets

Down

$347,303

Down $31,946 (-8.4%) from 2015

Liabilities

Down

$5,418

Down $262 (-4.6%) from 2015

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin37th percentile

Revenue

Down

$718,037

Down $77,614 (-9.8%) from 2015

Expenses

Down

$742,869

Down $75,177 (-9.2%) from 2015

Net Income

Down

-$24,832

Down $2,437 (-11%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$600K$400K$200K$0Assets 2011: $409,488Liabilities 2011: $7,048Net Assets 2011: $402,4402011Assets 2012: $404,292Liabilities 2012: $9,082Net Assets 2012: $395,2102012Assets 2013: $416,492Liabilities 2013: $9,114Net Assets 2013: $407,3782013Assets 2014: $411,119Liabilities 2014: $7,329Net Assets 2014: $403,7902014Assets 2015: $384,929Liabilities 2015: $5,680Net Assets 2015: $379,2492015Assets 2016: $352,721Liabilities 2016: $5,418Net Assets 2016: $347,3032016Assets 2017: $338,926Liabilities 2017: $4,980Net Assets 2017: $333,9462017Assets 2018: $303,387Liabilities 2018: $4,889Net Assets 2018: $298,4982018Assets 2019: $264,001Liabilities 2019: $5,092Net Assets 2019: $258,9092019Assets 2020: $234,081Liabilities 2020: $4,901Net Assets 2020: $229,1802020Assets 2021: $218,678Liabilities 2021: $4,504Net Assets 2021: $214,1742021Assets 2022: $177,418Liabilities 2022: $4,929Net Assets 2022: $172,4892022Assets 2023: $136,598Liabilities 2023: $4,008Net Assets 2023: $132,5902023Assets 2024: $103,266Liabilities 2024: $4,823Net Assets 2024: $98,4432024Assets 2025: $64,269Liabilities 2025: $4,832Net Assets 2025: $59,4372025

Highlighted filing

2016

Assets$352,721
Liabilities$5,418
Net Assets$347,303
Open 2016 Filing

Operations Trend

Revenue Growth31st percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,111,286Expenses 2011: $1,096,262Net Income 2011: $15,0242011Revenue 2012: $1,014,388Expenses 2012: $1,021,618Net Income 2012: -$7,2302012Revenue 2013: $954,457Expenses 2013: $942,128Net Income 2013: $12,3292013Revenue 2014: $838,577Expenses 2014: $842,165Net Income 2014: -$3,5882014Revenue 2015: $795,651Expenses 2015: $818,046Net Income 2015: -$22,3952015Revenue 2016: $718,037Expenses 2016: $742,869Net Income 2016: -$24,8322016Revenue 2017: $482,779Expenses 2017: $503,645Net Income 2017: -$20,8662017Revenue 2018: $133,155Expenses 2018: $168,107Net Income 2018: -$34,9522018Revenue 2019: $140,096Expenses 2019: $176,144Net Income 2019: -$36,0482019Revenue 2020: $144,006Expenses 2020: $178,470Net Income 2020: -$34,4642020Revenue 2021: $140,028Expenses 2021: $176,307Net Income 2021: -$36,2792021Revenue 2022: $149,913Expenses 2022: $173,155Net Income 2022: -$23,2422022Revenue 2023: $151,386Expenses 2023: $180,845Net Income 2023: -$29,4592023Revenue 2024: $137,304Expenses 2024: $173,378Net Income 2024: -$36,0742024Revenue 2025: $137,083Expenses 2025: $180,155Net Income 2025: -$43,0722025

Highlighted filing

2016

Revenue$718,037
Expenses$742,869
Net Income-$24,832
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Sep 20, 2016
Return Version
2015v2.1
Gross Receipts
$718,037
Mission and Program Overview

Mission

To provide hospitalization, dental, life insurance and other medical benefits and insurance coverage to eligible participants.

To provide hospitalization, dental, life insurance and other medical benefits and insurance coverage to elibible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$379,249$347,303▼ $31,946
Investments in Publicly Traded Securities$178,662$179,748▲ $1,086
Savings and Temporary Cash Investments$203,095$164,880▼ $38,215
Prepaid Expenses and Deferred Charges$1,316$6,321▲ $5,005
Total Assets$384,929$352,721▼ $32,208
Other Assets Total$1,856$1,772▼ $84
Liabilities
Accounts Payable and Accrued Expenses$5,680$5,418▼ $262
Total Liabilities$5,680$5,418▼ $262
Net Assets / Fund Balance
Total Net Assets Fund Balance$379,249$347,303▼ $31,946
Total Liabilities and Net Assets / Fund Balance$384,929$352,721▼ $32,208

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$24,482$24,482
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleBaseTotal
Tayla SalterAdministrato$16,680$16,680

Board Members and Trustees

NameTitle
Amy MulkernTrustee
Eric MullerTrustee
Jennifer CormierTrustee
Mark CafarellaTrustee
Matt JacobsonTrustee
Melvin Drungo JrTrustee
Maria BuonaugurioTrustee Chai
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$709,733
Investment Income
$8,304
Other Revenue
$0
Change in Net Assets
$-24,832

Audited Revenue Reconciliation

Revenue per Audited Statements
$718,037
Total Revenue per Audited Statements
$718,037
Total Revenue per Form 990
$718,037
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$35,741
Other Expenses$28,716
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$678,412
Current Officers, Directors, Trustees, and Key Employees---$16,680
Other Employee Benefits---$12,977
Occupancy---$12,000
Fees for Services Accounting---$4,500
Office Expenses---$4,109
Other Salaries and Wages---$3,486
Insurance---$3,276
Payroll Taxes---$2,598
Other Expenses---$71
Total Functional Expenses$0$0$0$742,869

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$742,869
Total Expenses per Audited Statements$742,869
Total Expenses per Form 990$742,869
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 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, Page 6, Part VI, Line 11B

“The board of trustees of new england joint board health and welfar fund meets regularly throughout the year and makes available, upon request, any plan documents.”

Form 990, Page 6, Part VI, Line 12C

“The board of trustees of new england joint board health and welfare fund meets regularly throughout the year and it reviews, on an annual basis with their board members, the fund's conflict of interest policy and each of the related sections of that policy.”

Form 990, Page 6, Part VI, Line 19

“The fund provides to each of its participants, on an annual basis, a summary of the fund's financial status as required by erisa and makes available to its participants, upon request, any other governing documents or policies as required by erisa and the internal revenue service.”

Filing and Contact Details

Filer

Filer Name
New England Joint Board
EIN
04-2274560
Phone
9788404701
Address
14 MANNING AVE SUITE 302, LEOMINSTER, MA 01453

Signing Officer

Name
Maria Buonaugurio
Title
Trustee Chairperson
Phone
9788404701
Signed
2016-09-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Maria Buonaugurio
Formed
1959
Legal Domicile
Ma
Voting Board Members
8
Independent Board Members
0
Employees
6

Preparer

Firm
Venning & Jacques Inc
Address
43 LENNON ST, GARDNER, MA 01440-3907
Preparer
Gerald L Bankowski CPA
Phone
9786324080
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“To provide hospitalization, dental, life insurance and other medical benefits and insurance coverage to elibible participants.”

Raw XML Appendix287 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/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2ADMINISTRATO
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
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IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
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IRS990/GroupReturnForAffiliatesInd0false
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IRS990/IndependentAuditFinclStmtInd0true
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IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE HOSPITALIZATION, DENTAL, LIFE INSURANCE AND OTHER MEDICAL BENEFITS AND INSURANCE COVERAGE TO ELIBIBLE PARTICIPANTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF TRUSTEES OF NEW ENGLAND JOINT BOARD HEALTH AND WELFAR FUND MEETS REGULARLY THROUGHOUT THE YEAR AND MAKES AVAILABLE, UPON REQUEST, ANY PLAN DOCUMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF TRUSTEES OF NEW ENGLAND JOINT BOARD HEALTH AND WELFARE FUND MEETS REGULARLY THROUGHOUT THE YEAR AND IT REVIEWS, ON AN ANNUAL BASIS WITH THEIR BOARD MEMBERS, THE FUND'S CONFLICT OF INTEREST POLICY AND EACH OF THE RELATED SECTIONS OF THAT POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FUND PROVIDES TO EACH OF ITS PARTICIPANTS, ON AN ANNUAL BASIS, A SUMMARY OF THE FUND'S FINANCIAL STATUS AS REQUIRED BY ERISA AND MAKES AVAILABLE TO ITS PARTICIPANTS, UPON REQUEST, ANY OTHER GOVERNING DOCUMENTS OR POLICIES AS REQUIRED BY ERISA AND THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/USAddress/AddressLine2Txt0SUITE 302
IRS990/USAddress/CityNm0LEOMINSTER
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001453
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIA BUONAUGURIO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum09788404701
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEW ENGLAND JOINT BOARD
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH & WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0NEWE
ReturnHeader/Filer/EIN0042274560
ReturnHeader/Filer/PhoneNum09788404701
ReturnHeader/Filer/USAddress/AddressLine1Txt014 MANNING AVE SUITE 302
ReturnHeader/Filer/USAddress/CityNm0LEOMINSTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001453
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042649836
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VENNING & JACQUES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt043 LENNON ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GARDNER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0014403907
ReturnHeader/PreparerPersonGrp/PhoneNum09786324080
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GERALD L BANKOWSKI CPA
ReturnHeader/ReturnTs02016-12-13T11:41:53-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-06-01
ReturnHeader/TaxPeriodEndDt02016-05-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$352,721
Liabilities
$5,418
Net assets
$347,303
Revenue
$718,037
Expenses
$742,869
Net income
-$24,832
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.14$0.18$0.04
2024Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.14$0.17$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.13$0.15$0.18$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.17$0.15$0.17$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.21$0.14$0.18$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.14$0.18$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.26$0.01$0.26$0.14$0.18$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.13$0.17$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.33$0.48$0.50$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.35$0.01$0.35$0.72$0.74$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.38$0.01$0.38$0.80$0.82$0.02
2014Summary only. Only limited summary data is available for this year.$0.41$0.01$0.40$0.84$0.84$0.00
2013Summary only. Only limited summary data is available for this year.$0.42$0.01$0.41$0.95$0.94$0.01
2012Summary only. Only limited summary data is available for this year.$0.40$0.01$0.40$1.01$1.02$0.01
2011Summary only. Only limited summary data is available for this year.$0.41$0.01$0.40$1.11$1.10$0.02