Civic Intelligence

Amalgamated Union Local 450-A Welfare Fund

990 • Fiscal year 2020 • EIN 06-1697982

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 26, 2021

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

26th percentile

0.00x

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

2020 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.00x

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

2020 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2020

Net Margin

40th percentile

0.2%

Higher net margin than 40% of similar nonprofits.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

69th percentile

$60,000

Higher top officer pay than 69% of similar nonprofits.

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

2020 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2020

Asset Growth

40th percentile

3.1%

Faster asset growth than 40% of similar nonprofits.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

56th percentile

1.0%

Faster revenue growth than 56% of similar nonprofits.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$542,223

Up $16,467 (+3.1%) from 2019

Net Assets

Up

$542,223

Up $16,467 (+3.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin40th percentile

Revenue

Up

$7,583,848

Up $74,228 (+1.0%) from 2019

Expenses

Up

$7,567,381

Up $94,857 (+1.3%) from 2019

Net Income

Down

$16,467

Down $20,629 (-56%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2020

Assets$542,223
Liabilities$0
Net Assets$542,223
Open 2020 Filing

Operations Trend

Revenue Growth56th 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

2020

Revenue$7,583,848
Expenses$7,567,381
Net Income$16,467
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 26, 2021
Return Version
2020v4.0
Gross Receipts
$7,583,848
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$525,756$542,223▲ $16,467
Rtn Earn Endowment Incm Other Fnds$525,756$542,223▲ $16,467
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-
Total Assets$525,756$542,223▲ $16,467
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$525,756$542,223▲ $16,467
Total Liabilities and Net Assets / Fund Balance$525,756$542,223▲ $16,467
Compensation and Service Providers
Top Officer Pay69th 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$110,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,583,848
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$16,467

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,583,848
Total Revenue per Audited Statements
$7,583,848
Total Revenue per Form 990
$7,583,848
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$148,164
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---$7,419,217
Fees for Services Other---$113,600
Fees for Services Legal---$18,000
Fees for Services Accounting---$13,200
Insurance---$3,364
Total Functional Expenses$0$0$0$7,567,381

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,567,381
Total Expenses per Audited Statements$7,567,381
Total Expenses per Form 990$7,567,381
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 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
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
2021-10-26
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
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, 2020 and 2019 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, 2016 are no longer subject to examination based on the statutory period for audit.”

Raw XML Appendix350 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, 2020 and 2019 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, 2016 are no longer subject to examination based on the statutory period for audit.
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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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ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$542,223
Liabilities
$0
Net assets
$542,223
Revenue
$7,583,848
Expenses
$7,567,381
Net income
$16,467
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