Civic Intelligence

Ufcw and Participating Employers New England Health Fund

990 • Fiscal year 2010 • EIN 06-6069081

Jan 01, 2010 to Dec 31, 2010 • Filed on Oct 04, 2011

Organization ProfileN/A

View Organization Page

290 Post Road West PO Box 47006881-0470
Siviq Scores

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

Liabilities / Assets

72nd percentile

0.17x

Higher debt load relative to assets than 72% of similar nonprofits.

2010 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets72nd percentile

Assets

$28,928,435

No earlier filing loaded for comparison.

Net Assets

$23,915,596

No earlier filing loaded for comparison.

Liabilities

$5,012,839

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$26,103,624

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$150M$100M$50M$0Assets 2010: $28,928,435Liabilities 2010: $5,012,839Net Assets 2010: $23,915,5962010Assets 2011: $30,377,431Liabilities 2011: $4,196,387Net Assets 2011: $26,181,0442011Assets 2012: $34,244,532Liabilities 2012: $4,527,359Net Assets 2012: $29,717,1732012Assets 2013: $37,097,701Liabilities 2013: $5,782,827Net Assets 2013: $31,314,8742013Assets 2014: $38,394,259Liabilities 2014: $4,344,655Net Assets 2014: $34,049,6042014Assets 2015: $39,191,490Liabilities 2015: $4,669,059Net Assets 2015: $34,522,4312015Assets 2016: $40,883,750Liabilities 2016: $4,593,153Net Assets 2016: $36,290,5972016Assets 2017: $43,190,081Liabilities 2017: $4,869,299Net Assets 2017: $38,320,7822017Assets 2018: $43,779,549Liabilities 2018: $5,234,422Net Assets 2018: $38,545,1272018Assets 2019: $47,855,054Liabilities 2019: $5,043,939Net Assets 2019: $42,811,1152019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020Assets 2021: $128,548,713Liabilities 2021: $12,362,658Net Assets 2021: $116,186,0552021Assets 2022: $102,915,649Liabilities 2022: $12,938,092Net Assets 2022: $89,977,5572022Assets 2023: $90,234,852Liabilities 2023: $12,072,901Net Assets 2023: $78,161,9512023Assets 2024: $87,808,134Liabilities 2024: $15,061,299Net Assets 2024: $72,746,8352024

Highlighted filing

2010

Assets$28,928,435
Liabilities$5,012,839
Net Assets$23,915,596
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200M$150M$100M$50M$0-$50MExpenses 2010: $26,103,6242010Expenses 2011: $23,710,7262011Expenses 2012: $24,045,9302012Revenue 2013: $27,303,480Expenses 2013: $27,416,451Net Income 2013: -$112,9712013Revenue 2014: $25,424,917Expenses 2014: $22,878,235Net Income 2014: $2,546,6822014Revenue 2015: $26,294,078Expenses 2015: $25,482,685Net Income 2015: $811,3932015Revenue 2016: $25,970,393Expenses 2016: $25,207,303Net Income 2016: $763,0902016Revenue 2017: $29,687,248Expenses 2017: $28,385,778Net Income 2017: $1,301,4702017Revenue 2018: $30,652,365Expenses 2018: $28,863,988Net Income 2018: $1,788,3772018Revenue 2019: $29,865,402Expenses 2019: $28,355,778Net Income 2019: $1,509,6242019Revenue 2020: $31,262,466Expenses 2020: $21,574,918Net Income 2020: $9,687,5482020Revenue 2021: $142,590,701Expenses 2021: $150,425,218Net Income 2021: -$7,834,5172021Revenue 2022: $119,544,052Expenses 2022: $141,128,900Net Income 2022: -$21,584,8482022Revenue 2023: $138,304,266Expenses 2023: $154,445,122Net Income 2023: -$16,140,8562023Revenue 2024: $151,860,719Expenses 2024: $158,954,925Net Income 2024: -$7,094,2062024

Highlighted filing

2010

Revenue-
Expenses$26,103,624
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Oct 4, 2011
Return Version
2010v3.4
Gross Receipts
$31,591,563
Mission and Program Overview

Mission

To provide health and welfare benefits to members who participate in the fund.

Filing and Contact Details

Filer

EIN
06-6069081
Raw XML AppendixShowing 400 of 412 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/Form990ScheduleDPartXIV/Explanation0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2010, 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 IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2003.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1DECREASE - HEALTH CLAIMS CURRENTLY PAYABLE -986,883. DECREASE- CLAIMS INCURRED BUT NOT REPORTED -34,759.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
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IRS990ScheduleO/GeneralExplanation/Explanation1THE FORM 990 IS PRESENTED TO THE BOARD OF TRUSTEES AT A MEETING AND THE TRUSTEES SIGN THE RETURN.
IRS990ScheduleO/GeneralExplanation/Explanation2EACH TRUSTEE MUST SIGN A STATEMENT ANNUALLY THAT HE UNDERSTANDS THE CONFLICT OF INTEREST POLICY AND WILL COMPLY WITH THE POLICY.
IRS990ScheduleO/GeneralExplanation/Explanation3FORM 990, PART VI, SECTION C, LINE19: GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation4STEPHEN BROWN - C/O A & P TEA CO., 2 PARAGON DRIVE, MONTVALE, NJ XXX-XX-XXXX. JOEL BOONE - C/O STOP & SHOP, P.O. BOX 1942, BOSTON, MA XXX-XX-XXXX. ALIA SAMAD-SALAMEH - C/O SHAWS/ALBERTSONS,P.O. BOX 600, EBRIDGEWATER, MA 02333. JASON PARADIS - C/O STOP & SHOP, P.O. BOX 1942, BOSTON, MA XXX-XX-XXXX.
IRS990ScheduleO/GeneralExplanation/Explanation5NET UNREALIZED GAINS ON INVESTMENTS: 229,278.
IRS990ScheduleO/GeneralExplanation/Explanation6THE PROCESS FOR OVERSIGHT OF THE AUDIT AND SELECTION PROCESS OF AN INDEPENDENT ACCOUNT HAS NOT CHANGED FROM THE PREVIOUS YEAR.
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IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VII
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IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10THE AMALGAMATED WELFARE TRUST FUND
IRS990/TheBooksAreInCareOf/TelephoneNumber02032264751
IRS990/TotalAssets/BOY028394455
IRS990/TotalAssetsBOY028394455
IRS990/TotalAssets/EOY028928435
IRS990/TotalAssetsEOY028928435
IRS990/TotalCompGT150K00
IRS990/TotalExpensesCurrentYear026103624
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IRS990/TotalFunctionalExpenses/Total026103624
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY05952557
IRS990/TotalLiabilitiesBOY05952557
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IRS990/TotalLiabilitiesEOY05012839
IRS990/TotalLiabNetAssetsFundBalances/BOY028394455
IRS990/TotalLiabNetAssetsFundBalances/EOY028928435
IRS990/TotalNbrEmployees011
IRS990/TotalNbrVolunteers00
IRS990/TotalNetAssetsFundBalances/BOY022441898
IRS990/TotalNetAssetsFundBalances/EOY023915596
IRS990/TotalOtherCompensation00
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00
IRS990/TotalProgramServiceRevenue027089350
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg00
IRS990/TotalRevenueCurrentYear027348044
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IRS990/TotalRevenue/RelatedOrExemptFunctionIncome027348044
IRS990/TotalRevenue/TotalRevenueColumn027348044
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TransactionRelatedEntity00
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome00
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy00
IRS990/YearFormation01959
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0066069081
ReturnHeader/Filer/Name/BusinessNameLine10AMALGAMATED WELFARE TRUST FUND
ReturnHeader/Filer/NameControl0AMAL
ReturnHeader/Filer/Phone02032264751
ReturnHeader/Filer/USAddress/AddressLine10290 POST ROAD WEST PO BOX 470
ReturnHeader/Filer/USAddress/City0WESTPORT
ReturnHeader/Filer/USAddress/State0CT
ReturnHeader/Filer/USAddress/ZIPCode0068810470
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02011-10-04
ReturnHeader/Officer/Name0THOMAS WILKINSON
ReturnHeader/Officer/Phone02032264751
ReturnHeader/Officer/Title0UNION TRUSTEE

Document Assets

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Filings

Displayed year

2010 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$28,928,435
Liabilities
$5,012,839
Net assets
$23,915,596
Revenue
-
Expenses
$26,103,624
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$87.8$15.1$72.7$152$159$7.09
2023Detailed filing. Detailed filing data is available for this year.$90.2$12.1$78.2$138$154$16.1
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$103$12.9$90.0$120$141$21.6
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$129$12.4$116$143$150$7.83
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$31.3$21.6$9.69
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.9$5.04$42.8$29.9$28.4$1.51
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.8$5.23$38.5$30.7$28.9$1.79
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.2$4.87$38.3$29.7$28.4$1.30
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.9$4.59$36.3$26.0$25.2$0.76
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.2$4.67$34.5$26.3$25.5$0.81
2014Detailed filing. Detailed filing data is available for this year.$38.4$4.34$34.0$25.4$22.9$2.55
2013Detailed filing. Detailed filing data is available for this year.$37.1$5.78$31.3$27.3$27.4$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.2$4.53$29.7$24.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.4$4.20$26.2$23.7
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.9$5.01$23.9$26.1