Civic Intelligence

Ufcw and Participating Employers New England Health Fund

990 • Fiscal year 2012 • EIN 06-6069081

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 04, 2013

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

68th percentile

0.13x

Higher debt load relative to assets than 68% of similar nonprofits.

2012 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

70th percentile

13%

Faster asset growth than 70% of similar nonprofits.

2012 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$34,244,532

Up $3,867,101 (+13%) from 2011

Net Assets

Up

$29,717,173

Up $3,536,129 (+14%) from 2011

Liabilities

Up

$4,527,359

Up $330,972 (+7.9%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$24,045,930

Up $335,204 (+1.4%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

2012

Assets$34,244,532
Liabilities$4,527,359
Net Assets$29,717,173
Open 2012 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

2012

Revenue-
Expenses$24,045,930
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 4, 2013
Return Version
2012v2.1
Gross Receipts
$28,194,191
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 Appendix393 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/AccountantCompileOrReview00
IRS990/AccountsPayableAccruedExpenses/BOY04196387
IRS990/AccountsPayableAccruedExpenses/EOY04527359
IRS990/AccountsReceivable/BOY0900472
IRS990/AccountsReceivable/EOY0583989
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0TO PROVIDE BENEFITS FOR THE MEMBERS WHO PARTICIPATE IN THIS FUND.
IRS990/AddressPrincipalOfficerUS/AddressLine10290 POST ROAD WEST PO BOX 470
IRS990/AddressPrincipalOfficerUS/City0WESTPORT
IRS990/AddressPrincipalOfficerUS/State0CT
IRS990/AddressPrincipalOfficerUS/ZIPCode0068810470
IRS990/AllOtherExpenses/Total0153156
IRS990/AnnualDisclosureCoveredPersons01
IRS990/AuditCommittee01
IRS990/BenefitsPaidToMembersCY020636530
IRS990/BenefitsPaidToMembersPriorYear020238505
IRS990/BenefitsToMembers/Total020636530
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/CapStckTrstPrinCurrentFunds/BOY00
IRS990/CapStckTrstPrinCurrentFunds/EOY00
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther00
IRS990/ComplianceWithBackupWitholding01
IRS990/ConferencesMeetings/Total06155
IRS990/ConflictOfInterestPolicy01
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt00
IRS990/ContributionsGrantsCurrentYear00
IRS990/ContributionsGrantsPriorYear00
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties00
IRS990/DepreciationDepletion/Total02997
IRS990/DescribedIn501C300
IRS990/Description0NOT APPLICABLE
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy00
IRS990/DonorAdvisedFunds00
IRS990/DoNotFollowSFAS1170X
IRS990/ElectionOfBoardMembers00
IRS990/EmploymentTaxReturnsFiled01
IRS990/FamilyOrBusinessRelationship00
IRS990/FederalGrantAuditRequired00
IRS990/FeesForServicesAccounting/Total094656
IRS990/FeesForServicesInvstMgmntFees/Total044296
IRS990/FeesForServicesLegal/Total060260
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form8282PropertyDisposedOf00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek020.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek15.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek25.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek31.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek41.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek51.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek61.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector6X
IRS990/Form990PartVIISectionA/NamePerson0THOMAS WILKINSON
IRS990/Form990PartVIISectionA/NamePerson1RONALD PETRONELLA
IRS990/Form990PartVIISectionA/NamePerson2BRIAN TRUINI
IRS990/Form990PartVIISectionA/NamePerson3STEPHEN BROWN
IRS990/Form990PartVIISectionA/NamePerson4JOEL BOONE
IRS990/Form990PartVIISectionA/NamePerson5JASON PARADIS
IRS990/Form990PartVIISectionA/NamePerson6PAT DURNING
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/OtherCompensation60
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization60
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/Title0UNION TRUSTEE
IRS990/Form990PartVIISectionA/Title1UNION TRUSTEE
IRS990/Form990PartVIISectionA/Title2UNION TRUSTEE
IRS990/Form990PartVIISectionA/Title3EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionA/Title4EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionA/Title5EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionA/Title6EMPLOYER TRUSTEE
IRS990/Form990ProvidedToGoverningBody01
IRS990/FormersListed00
IRS990/FSAudited01
IRS990/FSAuditedBasis/FinancialStatementSeparate0X
IRS990/FundraisingActivities00
IRS990/GainOrLoss/Securities0103836
IRS990/Gaming00
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsAndSimilarAmntsPriorYear00
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations00
IRS990/GrantToRelatedPerson00
IRS990/GrossAmountSalesAssets/Securities01970904
IRS990/GrossReceipts028194191
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt01
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartXII0X
IRS990/Insurance/Total06247
IRS990/InvestmentIncomeCurrentYear0386381
IRS990/InvestmentIncomePriorYear0463697
IRS990/InvestmentIncome/RelatedOrExemptFunctionIncome0282545
IRS990/InvestmentIncome/TotalRevenueColumn0282545
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsOtherSecurities/BOY07938071
IRS990/InvestmentsOtherSecurities/EOY08495691
IRS990/InvestmentsPubTradedSecurities/BOY015189413
IRS990/InvestmentsPubTradedSecurities/EOY019836135
IRS990/LandBldgEquipmentAccumDeprec0110676
IRS990/LandBuildingsEquipmentBasis0118844
IRS990/LandBuildingsEquipmentBasisNet/BOY09512
IRS990/LandBuildingsEquipmentBasisNet/EOY08168
IRS990/LessCostOthBasisSalesExpenses/Securities01867068
IRS990/LoanToOfficerOrDQP00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders00
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0TO PROVIDE HEALTH AND WELFARE BENEFITS TO MEMBERS WHO PARTICIPATE IN THE FUND.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0THOMAS WILKINSON
IRS990/NbrIndependentVotingMembers07
IRS990/NbrVotingGoverningBodyMembers07
IRS990/NbrVotingMembersGoverningBody07
IRS990/NetAssetsOrFundBalancesBOY026181044
IRS990/NetAssetsOrFundBalancesEOY029717173
IRS990/NetGainOrLossInvestments/RelatedOrExemptFunctionIncome0103836
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0103836
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109606
IRS990/NumberIndependentVotingMembers07
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees08
IRS990/NumberW2GIncluded00
IRS990/Occupancy/Total0110397
IRS990/OfficeExpenses/Total049436
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c0X
IRS990/OtherAssetsTotal/BOY01575
IRS990/OtherAssetsTotal/EOY01525
IRS990/OtherEmployeeBenefits/Total066399
IRS990/OtherExpensePriorYear02845531
IRS990/OtherExpensesCurrentYear02800983
IRS990/OtherExpenses/Description0CONTRACT ADMINISTRATORS
IRS990/OtherExpenses/Description1POSTAGE
IRS990/OtherExpenses/Description2COMPUTER EXPENSES
IRS990/OtherExpenses/Description3PRINTING
IRS990/OtherExpenses/Total02014292
IRS990/OtherExpenses/Total1105367
IRS990/OtherExpenses/Total278022
IRS990/OtherExpenses/Total375702
IRS990/OtherRevenueCurrentYear00
IRS990/OtherRevenuePriorYear00
IRS990/OtherSalariesAndWages/Total0399878
IRS990/PaidInCapSrplsLandBldgEqpFund/BOY00
IRS990/PaidInCapSrplsLandBldgEqpFund/EOY00
IRS990/PartialLiquidation00
IRS990/PayrollTaxes/Total038803
IRS990/PensionPlanContributions/Total0103337
IRS990/PoliticalActivities00
IRS990/PrepaidExpensesDeferredCharges/BOY036611
IRS990/PrepaidExpensesDeferredCharges/EOY026672
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenue/BusinessCode0900099
IRS990/ProgramServiceRevenue/BusinessCode1900099
IRS990/ProgramServiceRevenueCY025940742
IRS990/ProgramServiceRevenue/Description0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenue/Description1EMPLOYEE CONTRIBUTION
IRS990/ProgramServiceRevenuePriorYear025614732
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome024817674
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome11123068
IRS990/ProgramServiceRevenue/TotalRevenueColumn024817674
IRS990/ProgramServiceRevenue/TotalRevenueColumn11123068
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges00
IRS990/ReconcilationRevenueExpenses02281193
IRS990/ReconciliationUnrealizedInvest01254936
IRS990/RegularMonitoringEnforcement01
IRS990/RelatedEntity01
IRS990/RelatedOrgControlledEntity01
IRS990/ReportFin48Footnote01
IRS990/ReportInvestOthSecurities01
IRS990/ReportLandBldgEquip01
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities00
IRS990/ReportProgRelInvest00
IRS990/RetainedEarningsEndowmentEtc/BOY026181044
IRS990/RetainedEarningsEndowmentEtc/EOY029717173
IRS990/RevenuesLessExpensesCY02281193
IRS990/RevenuesLessExpensesPriorYear02367703
IRS990/SalariesEtcCurrentYear0608417
IRS990/SalariesEtcPriorYear0626690
IRS990/SavingsAndTempCashInvestments/BOY06301777
IRS990/SavingsAndTempCashInvestments/EOY05292352
IRS990/ScheduleBRequired00
IRS990ScheduleD/Equipment/BookValue04354
IRS990ScheduleD/Equipment/Depreciation098268
IRS990ScheduleD/Equipment/OtherCostOrOtherBasis0102622
IRS990ScheduleD/ExpensesNotRptdF99000
IRS990ScheduleD/ExpensesNotRptdOnFinStmt0333147
IRS990ScheduleD/ExpensesSubtotal023712783
IRS990ScheduleD/FootnoteInPartXIII0X
IRS990ScheduleD/Form990ScheduleDPartXIII/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, 2012, 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 2009.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation1DECREASE - HEALTH CLAIMS CURRENTLY PAYABLE -13,669. INCREASE - CLAIMS INCURRED BUT NOT REPORTED 302,520.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0PART X, LINE 2:
IRS990ScheduleD/InvestmentExpensesNotIncluded044296
IRS990ScheduleD/InvestmentExpensesNotIncluded2044296
IRS990ScheduleD/NetUnrealizedGainsInvestments01254936
IRS990ScheduleD/OtherExpensesNotIncluded0288851
IRS990ScheduleD/OtherLandBuildings/BookValue03814
IRS990ScheduleD/OtherLandBuildings/Depreciation012408
IRS990ScheduleD/OtherLandBuildings/OtherCostOrOtherBasis016222
IRS990ScheduleD/OtherSecurities/BookValue08085691
IRS990ScheduleD/OtherSecurities/BookValue1410000
IRS990ScheduleD/OtherSecurities/Description0290 POST ROAD WEST CORP.-WHOLLY-OWNED SUBSIDIARY
IRS990ScheduleD/OtherSecurities/Description1STATE OF ISRAEL BONDS
IRS990ScheduleD/OtherSecurities/MethodOfValuation0F
IRS990ScheduleD/OtherSecurities/MethodOfValuation1F
IRS990ScheduleD/RevenueNotRptdF99001254936
IRS990ScheduleD/RevenueNotRptdOnFinStmt044296
IRS990ScheduleD/RevenueSubtotal026282827
IRS990ScheduleD/TotalExpensesPerForm990024045930
IRS990ScheduleD/TotalOfBookValueLandBuildings08168
IRS990ScheduleD/TotalOfBookValueSecurities08495691
IRS990ScheduleD/TotalRevenuePerForm990026327123
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt023712783
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt027537763
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0THE FORM 990 IS PRESENTED TO THE BOARD OF TRUSTEES AT A MEETING AND THE TRUSTEES SIGN THE RETURN.
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, LINE 19: 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. JASON PARADIS - C/O STOP & SHOP, P.O. BOX 1942, BOSTON, MA XXX-XX-XXXX. PAT DURNING - C/O WAKEFERN FOOD CO. 236 RARITAN CENTER PK WEST, EDISON, NJ 08818.
IRS990ScheduleO/GeneralExplanation/Explanation5THE PROCESS FOR OVERSIGHT OF THE AUDIT AND SELECTION PROCESS OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PREVIOUS YEAR.
IRS990ScheduleO/GeneralExplanation/Identifier0CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleO/GeneralExplanation/Identifier1FORM 990- PART XII: LINE 2C
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VII
IRS990/ScheduleORequired01
IRS990ScheduleR/DividendsRelatedOrganization00
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine10290 POST ROAD WESTPO BOX 470
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0WESTPORT
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0CT
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode0068810470
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg00
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA0N/A
IRS990ScheduleR/Form990ScheduleRPartII/EIN0061318049
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0501 (C) 2
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0CT
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10290 POST ROAD WEST CORP
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0HOLDING CORPORATION OF OFFICE BUILDING LEASED TO ABOVE RELATED ORGANIZATION
IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg00
IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrg00
IRS990ScheduleR/OtherTransferFromOtherOrg00
IRS990ScheduleR/OtherTransferToOtherOrg00
IRS990ScheduleR/PerformOfServicesByOtherOrgs00
IRS990ScheduleR/PerformOfServicesForOtherOrgs00
IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg00
IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties00
IRS990ScheduleR/ReimbursementPaidByOtherOrg00
IRS990ScheduleR/ReimbursementPaidToOtherOrg00
IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs01
IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs00
IRS990ScheduleR/SaleOfAssetsToOtherOrg00
IRS990ScheduleR/SharingOfFacilities00
IRS990ScheduleR/SharingOfPaidEmployees00
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved0110397
IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine10290 POST ROAD WEST CORP
IRS990ScheduleR/TransactionsRelatedOrgsTable/TransactionType0K
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0CT
IRS990/SubjectToProxyTax00
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/Terminated00
IRS990/TermOrPermanentEndowments00
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine10290 POST ROAD WEST
IRS990/TheBooksAreInCareOf/AddressUS/City0WESTPORT
IRS990/TheBooksAreInCareOf/AddressUS/State0CT
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode0068810470
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10THE AMALGAMATED WELFARE TRUST FUND
IRS990/TheBooksAreInCareOf/TelephoneNumber02032264751
IRS990/TotalAssets/BOY030377431
IRS990/TotalAssetsBOY030377431
IRS990/TotalAssets/EOY034244532
IRS990/TotalAssetsEOY034244532
IRS990/TotalCompGT150K00
IRS990/TotalExpensesCurrentYear024045930
IRS990/TotalExpensesPriorYear023710726
IRS990/TotalFunctionalExpenses/Total024045930
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY04196387
IRS990/TotalLiabilitiesBOY04196387
IRS990/TotalLiabilities/EOY04527359
IRS990/TotalLiabilitiesEOY04527359
IRS990/TotalLiabNetAssetsFundBalances/BOY030377431
IRS990/TotalLiabNetAssetsFundBalances/EOY034244532
IRS990/TotalNbrEmployees08
IRS990/TotalNbrVolunteers00
IRS990/TotalNetAssetsFundBalances/BOY026181044
IRS990/TotalNetAssetsFundBalances/EOY029717173
IRS990/TotalOtherCompensation00
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00
IRS990/TotalProgramServiceRevenue025940742
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg00
IRS990/TotalRevenueCurrentYear026327123
IRS990/TotalRevenue/ExclusionAmount00
IRS990/TotalRevenuePriorYear026078429
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome026327123
IRS990/TotalRevenue/TotalRevenueColumn026327123
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TransactionRelatedEntity00
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome00
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy00
IRS990/YearFormation01959
ReturnHeader/BuildTS02016-02-25 16:41:14Z
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/DateSigned02013-11-04
ReturnHeader/Officer/Name0THOMAS WILKINSON
ReturnHeader/Officer/Phone02032264751
ReturnHeader/Officer/Title0UNION TRUSTEE
ReturnHeader/PreparerFirm/EIN0131459550
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10WEISERMAZARS LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1060 CROSSWAYS PARK DRIVE WEST
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WOODBURY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode011797
ReturnHeader/Preparer/Name0MITCHELL LEWIS
ReturnHeader/Preparer/Phone05164881200
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-07T09:40:32-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$34,244,532
Liabilities
$4,527,359
Net assets
$29,717,173
Revenue
-
Expenses
$24,045,930
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