Civic Intelligence

Amalgamated Union Local 450-A Welfare Fund

990 • Fiscal year 2017 • EIN 06-1697982

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 26, 2018

Organization ProfileN/A

View Organization Page

212-07 16th Avenue 2nd FLBayside, NY 11360

(718) 428-4167

Siviq Scores

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

Liabilities / Assets

58th percentile

0.04x

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

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

33rd percentile

0.00x

Higher debt load relative to revenue than 33% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Net Margin

30th percentile

-0.4%

Higher net margin than 30% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

68th percentile

$60,000

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Asset Growth

28th percentile

-0.5%

Faster asset growth than 28% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

74th percentile

16%

Faster revenue growth than 74% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$503,633

Down $2,303 (-0.5%) from 2016

Net Assets

Down

$481,338

Down $24,598 (-4.9%) from 2016

Liabilities

Up

$22,295

Up $22,295 from 2016

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin30th percentile

Revenue

Up

$6,050,734

Up $827,071 (+16%) from 2016

Expenses

Up

$6,075,332

Up $835,898 (+16%) from 2016

Net Income

Down

-$24,598

Down $8,827 (-56%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$800K$600K$400K$200K$0Assets 2013: $308,581Liabilities 2013: $0Net Assets 2013: $308,5812013Assets 2014: $489,636Liabilities 2014: $0Net Assets 2014: $489,6362014Assets 2015: $521,707Liabilities 2015: $0Net Assets 2015: $521,7072015Assets 2016: $505,936Liabilities 2016: $0Net Assets 2016: $505,9362016Assets 2017: $503,633Liabilities 2017: $22,295Net Assets 2017: $481,3382017Assets 2018: $488,660Liabilities 2018: $0Net Assets 2018: $488,6602018Assets 2019: $525,756Liabilities 2019: $0Net Assets 2019: $525,7562019Assets 2020: $542,223Liabilities 2020: $0Net Assets 2020: $542,2232020Assets 2021: $565,930Liabilities 2021: $0Net Assets 2021: $565,9302021Assets 2022: $549,553Liabilities 2022: $0Net Assets 2022: $549,5532022Assets 2023: $588,737Liabilities 2023: $0Net Assets 2023: $588,7372023Assets 2024: $606,470Liabilities 2024: $0Net Assets 2024: $606,4702024

Highlighted filing

2017

Assets$503,633
Liabilities$22,295
Net Assets$481,338
Open 2017 Filing

Operations Trend

Revenue Growth74th percentile

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

$10M$5.0M$0-$5.0MRevenue 2013: $7,644,030Expenses 2013: $7,469,794Net Income 2013: $174,2362013Revenue 2014: $7,574,196Expenses 2014: $7,393,141Net Income 2014: $181,0552014Revenue 2015: $5,777,116Expenses 2015: $5,745,045Net Income 2015: $32,0712015Revenue 2016: $5,223,663Expenses 2016: $5,239,434Net Income 2016: -$15,7712016Revenue 2017: $6,050,734Expenses 2017: $6,075,332Net Income 2017: -$24,5982017Revenue 2018: $7,062,808Expenses 2018: $7,055,486Net Income 2018: $7,3222018Revenue 2019: $7,509,620Expenses 2019: $7,472,524Net Income 2019: $37,0962019Revenue 2020: $7,583,848Expenses 2020: $7,567,381Net Income 2020: $16,4672020Revenue 2021: $6,546,063Expenses 2021: $6,522,356Net Income 2021: $23,7072021Revenue 2022: $7,034,401Expenses 2022: $7,050,778Net Income 2022: -$16,3772022Revenue 2023: $7,693,805Expenses 2023: $7,654,621Net Income 2023: $39,1842023Revenue 2024: $8,127,285Expenses 2024: $8,109,552Net Income 2024: $17,7332024

Highlighted filing

2017

Revenue$6,050,734
Expenses$6,075,332
Net Income-$24,598
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 26, 2018
Return Version
2017v2.2
Gross Receipts
$6,050,734
Mission and Program Overview

Mission

To provide health & welfare benefits to eligible participants in the plan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$505,936$0▼ $505,936
Rtn Earn Endowment Incm Other Fnds$505,936$481,338▼ $24,598
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Other Assets Total-$503,633-
Total Assets$505,936$503,633▼ $2,303
Liabilities
Other Liabilities-$22,295-
Total Liabilities$0$22,295▲ $22,295
Net Assets / Fund Balance
Total Net Assets Fund Balance$505,936$481,338▼ $24,598
Total Liabilities and Net Assets / Fund Balance$505,936$503,633▼ $2,303

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$503,633--
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleOtherTotal
Joseph DiessoTrustee$60,000$60,000

Board Members and Trustees

NameTitle
Paul SchauberTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Dioscuri Administrators INCThird Party Admin.212-07 16th Ave, Bayside, NY 11360$152,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,050,734
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-24,598

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,050,734
Total Revenue per Audited Statements
$6,050,734
Total Revenue per Form 990
$6,050,734
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$184,275
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---$5,891,057
Fees for Services Other---$155,300
Fees for Services Legal---$14,000
Fees for Services Accounting---$12,800
Insurance---$2,152
Office Expenses---$23
Total Functional Expenses$0$0$0$6,075,332

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,075,332
Total Expenses per Audited Statements$6,075,332
Total Expenses per Form 990$6,075,332
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Cash Overdraft$22,295
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
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, Line 11B: Form 990 Review Process

“Form 990 is sent to the trustees for review. Upon approval, a waiver is signed authorizing the electronic submission of the form.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Annually at the board of trustees meetings”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Increases in compensation are approved by the board of trustees and are compared to industry standards”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Governing documents, policies and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Amalgamated Union Local 450-a
EIN
06-1697982
Phone
7184284167
Address
212-07 16TH AVENUE 2ND FL, BAYSIDE, NY 11360

Signing Officer

Name
Joseph Diesso
Title
Trustee
Signed
2018-10-26
Discuss with paid preparer
Yes

Organization Details

Formed
2003
Legal Domicile
Ny
Voting Board Members
2
Independent Board Members
1
Employees
0

Preparer

Firm
Wagner & Zwerman LLP
Address
201 Old Country Road Ste 202, Melville, NY 11747-2731
Preparer
Andrew M Zwerman CPA
Phone
6317771000
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The Plan Administrator has analyzed the tax positions taken by the Plan, and has concluded that as of December 31, 2017 and 2016 there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The Plan Administrator believes that the Plan's returns for the year ended December 31, 2014 are no longer subject to examination based on the statutory period for audit.”

Raw XML Appendix360 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Plan Administrator has analyzed the tax positions taken by the Plan, and has concluded that as of December 31, 2017 and 2016 there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The Plan Administrator believes that the Plan's returns for the year ended December 31, 2014 are no longer subject to examination based on the statutory period for audit.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS SENT TO THE TRUSTEES FOR REVIEW. UPON APPROVAL, A WAIVER IS SIGNED AUTHORIZING THE ELECTRONIC SUBMISSION OF THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUALLY AT THE BOARD OF TRUSTEES MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INCREASES IN COMPENSATION ARE APPROVED BY THE BOARD OF TRUSTEES AND ARE COMPARED TO INDUSTRY STANDARDS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1EMPLOYERS NETWORK ASSOCIATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2INTERNATIONAL BENEFITS ADMINISTRATOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0C/O THE FUND
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt1C/O THE FUND
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt2C/O THE FUND
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm1BAYSIDE
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd1NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd2NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd011360
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd111360
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd211360
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0200044948
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 c (5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Organizing and negotiating
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd011360
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0505936
IRS990/TotalAssetsEOYAmt0503633
IRS990/TotalAssetsGrp/BOYAmt0505936
IRS990/TotalAssetsGrp/EOYAmt0503633
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt06075332
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt022295
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt022295
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0505936
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0481338
IRS990/TotalProgramServiceRevenueAmt06050734
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06050734
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06050734
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0505936
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0503633
IRS990/TotReportableCompRltdOrgAmt060000
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH DIESSO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED UNION LOCAL 450-A
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0061697982
ReturnHeader/Filer/PhoneNum07184284167
ReturnHeader/Filer/USAddress/AddressLine1Txt0212-07 16TH AVENUE 2ND FL
ReturnHeader/Filer/USAddress/CityNm0BAYSIDE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011360
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0112836481
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wagner & Zwerman LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 Old Country Road Ste 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Melville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0117472731
ReturnHeader/PreparerPersonGrp/PhoneNum06317771000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW M ZWERMAN CPA
ReturnHeader/ReturnTs02018-10-26T11:38:49-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$503,633
Liabilities
$22,295
Net assets
$481,338
Revenue
$6,050,734
Expenses
$6,075,332
Net income
-$24,598
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.00$0.61$8.13$8.11$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$7.69$7.65$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$7.03$7.05$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$6.55$6.52$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$7.58$7.57$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$7.51$7.47$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$7.06$7.06$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.50$0.02$0.48$6.05$6.08$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$5.22$5.24$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$5.78$5.75$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$7.57$7.39$0.18
2013Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$7.64$7.47$0.17