Civic Intelligence

Amalgamated Union Local 450-A Welfare Fund

990 • Fiscal year 2018 • EIN 06-1697982

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 12, 2019

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

27th percentile

0.00x

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

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

28th percentile

0.00x

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

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Net Margin

36th percentile

0.1%

Higher net margin than 36% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

68th percentile

$60,000

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Asset Growth

33rd percentile

-3.0%

Faster asset growth than 33% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

76th percentile

17%

Faster revenue growth than 76% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$488,660

Down $14,973 (-3.0%) from 2017

Net Assets

Up

$488,660

Up $7,322 (+1.5%) from 2017

Liabilities

Down

$0

Down $22,295 (-100%) from 2017

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin36th percentile

Revenue

Up

$7,062,808

Up $1,012,074 (+17%) from 2017

Expenses

Up

$7,055,486

Up $980,154 (+16%) from 2017

Net Income

Up

$7,322

Up $31,920 (+130%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2018

Assets$488,660
Liabilities$0
Net Assets$488,660
Open 2018 Filing

Operations Trend

Revenue Growth76th 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

2018

Revenue$7,062,808
Expenses$7,055,486
Net Income$7,322
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 12, 2019
Return Version
2018v3.1
Gross Receipts
$7,062,808
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-$488,660-
Rtn Earn Endowment Incm Other Fnds$481,338$488,660▲ $7,322
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$0▼ $503,633
Total Assets$503,633$488,660▼ $14,973
Liabilities
Other Liabilities$22,295--
Total Liabilities$22,295$0▼ $22,295
Net Assets / Fund Balance
Total Net Assets Fund Balance$481,338$488,660▲ $7,322
Total Liabilities and Net Assets / Fund Balance$503,633$488,660▼ $14,973
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$113,500
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,062,808
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$7,322

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,062,808
Total Revenue per Audited Statements
$7,062,808
Total Revenue per Form 990
$7,062,808
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$148,453
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---$6,907,033
Fees for Services Other---$117,100
Fees for Services Legal---$15,250
Fees for Services Accounting---$13,223
Insurance---$2,675
Office Expenses---$205
Total Functional Expenses$0$0$0$7,055,486

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,055,486
Total Expenses per Audited Statements$7,055,486
Total Expenses per Form 990$7,055,486
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-
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
2019-11-12
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, 2018 and 2017 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, 2015 are no longer subject to examination based on the statutory period for audit.”

Raw XML Appendix361 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH & WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS IN THE PLAN.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt06907033
IRS990/BooksInCareOfDetail/PersonNm0CARMELA PECONE
IRS990/BooksInCareOfDetail/PhoneNum07184284167
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0212-07 16TH AVENUE 2ND FL
IRS990/BooksInCareOfDetail/USAddress/CityNm0BAYSIDE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd011360
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/EOYAmt0488660
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0113500
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0212-07 16th Ave
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0BAYSIDE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd011360
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0DIOSCURI ADMINISTRATORS INC
IRS990/ContractorCompensationGrp/ServicesDesc0THIRD PARTY ADMIN.
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt06907033
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0148453
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt07062808
IRS990/CYRevenuesLessExpensesAmt07322
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt07055486
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt07062808
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0TO PROVIDE HEALTH & WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS IN THE PLAN.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EscrowAccountInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt013223
IRS990/FeesForServicesLegalGrp/TotalAmt015250
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt0117100
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt020.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0JOSEPH DIESSO
IRS990/Form990PartVIISectionAGrp/PersonNm1PAUL SCHAUBER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt060000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt07062808
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt02675
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0NY
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE HEALTH & WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS IN THE PLAN.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0481338
IRS990/NetAssetsOrFundBalancesEOYAmt0488660
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt0205
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt0503633
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt022295
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0COBRA CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt042086
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt17020722
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt042086
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt17020722
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt05891057
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0184275
IRS990/PYProgramServiceRevenueAmt06050734
IRS990/PYRevenuesLessExpensesAmt0-24598
IRS990/PYTotalExpensesAmt06075332
IRS990/PYTotalRevenueAmt06050734
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt07322
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0481338
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0488660
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt07055486
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueSubtotalAmt07062808
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Plan Administrator has analyzed the tax positions taken by the Plan, and has concluded that as of December 31, 2018 and 2017 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, 2015 are no longer subject to examination based on the statutory period for audit.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalExpensesPerForm990Amt07055486
IRS990ScheduleD/TotalRevenuePerForm990Amt07062808
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07062808
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt07055486
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd2NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0AMERICANS FOR FINANCIAL INDEPENDENCE
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
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0BAYSIDE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm1BAYSIDE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm2BAYSIDE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0NY
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
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Amalgamated Union Local 450A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0200044948
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 c (5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Organizing and negotiating
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0212-07 16TH AVENUE 2ND FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BAYSIDE
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/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0503633
IRS990/TotalAssetsEOYAmt0488660
IRS990/TotalAssetsGrp/BOYAmt0503633
IRS990/TotalAssetsGrp/EOYAmt0488660
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt07055486
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt022295
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt022295
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0481338
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0488660
IRS990/TotalProgramServiceRevenueAmt07062808
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07062808
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07062808
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0503633
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0488660
IRS990/TotReportableCompRltdOrgAmt060000
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0212-07 16TH AVENUE 2ND FL
IRS990/USAddress/CityNm0BAYSIDE
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd011360
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH DIESSO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-12
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/ReturnTs02019-11-12T11:01:56-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$488,660
Liabilities
$0
Net assets
$488,660
Revenue
$7,062,808
Expenses
$7,055,486
Net income
$7,322
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