Civic Intelligence

Ufcw and Participating Employers New England Health Fund

990 • Fiscal year 2013 • EIN 06-6069081

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 28, 2014

Organization ProfileN/A

View Organization Page

290 Post Road West PO Box 470Westport, CT 06881-0470

(203) 226-4751

Siviq Scores

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

Liabilities / Assets

70th percentile

0.16x

Higher debt load relative to assets than 70% of similar nonprofits.

2013 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2013

Liabilities / Revenue

82nd percentile

0.21x

Higher debt load relative to revenue than 82% of similar nonprofits.

2013 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2013

Net Margin

36th percentile

-0.4%

Higher net margin than 36% of similar nonprofits.

2013 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2013

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2013

Asset Growth

58th percentile

8.3%

Faster asset growth than 58% of similar nonprofits.

2013 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$37,097,701

Up $2,853,169 (+8.3%) from 2012

Net Assets

Up

$31,314,874

Up $1,597,701 (+5.4%) from 2012

Liabilities

Up

$5,782,827

Up $1,255,468 (+28%) from 2012

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin36th percentile

Revenue

$27,303,480

No earlier filing loaded for comparison.

Expenses

Up

$27,416,451

Up $3,370,521 (+14%) from 2012

Net Income

-$112,971

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2013

Assets$37,097,701
Liabilities$5,782,827
Net Assets$31,314,874
Open 2013 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

2013

Revenue$27,303,480
Expenses$27,416,451
Net Income-$112,971
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 28, 2014
Return Version
2013v3.0
Gross Receipts
$36,797,593
Mission and Program Overview

Mission

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

To provide benefits for the members who participate in this fund.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$29,717,173$31,314,874▲ $1,597,701
Investments in Publicly Traded Securities$19,836,135$23,418,371▲ $3,582,236
Investments Other Securities$8,495,691$8,951,201▲ $455,510
Savings and Temporary Cash Investments$5,292,352$4,073,249▼ $1,219,103
Accounts Receivable$583,989$628,590▲ $44,601
Prepaid Expenses and Deferred Charges$26,672$17,275▼ $9,397
Land, Buildings, and Equipment, Net$8,168$7,217▼ $951
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$34,244,532$37,097,701▲ $2,853,169
Other Assets Total$1,525$1,798▲ $273
Liabilities
Accounts Payable and Accrued Expenses$4,527,359$5,782,827▲ $1,255,468
Total Liabilities$4,527,359$5,782,827▲ $1,255,468
Net Assets / Fund Balance
Total Net Assets Fund Balance$29,717,173$31,314,874▲ $1,597,701
Total Liabilities and Net Assets / Fund Balance$34,244,532$37,097,701▲ $2,853,169

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,161$99,833$103,994
Other Land Buildings$3,056$13,166$16,222
Other Securities$410,000--
Compensation and Service Providers
Top Officer Pay44th percentile

Board Members and Trustees

NameTitle
Jason ParadisEmployer Trustee
Joel BooneEmployer Trustee
Pat DurningEmployer Trustee
Stephen BrownEmployer Trustee
Brian TruiniUnion Trustee
Keri HoehneUnion Trustee
Ronald PetronellaUnion Trustee
Thomas WilkinsonUnion Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$26,221,187
Investment Income
$1,082,293
Other Revenue
$0
Change in Net Assets
$-112,971

Audited Revenue Reconciliation

Revenue per Audited Statements
$27,236,059
Revenue Not Reported on Financial Statements
$67,421
Revenue Not Reported on Form 990
$1,710,672
Total Revenue per Audited Statements
$28,946,731
Total Revenue per Form 990
$27,303,480
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,972,859
Salaries, Compensation, and Employee Benefits$642,006
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$23,801,586
Other Salaries and Wages---$425,125
All Other Expenses---$149,014
Occupancy---$109,572
Pension Plan Contributions---$101,516
Fees for Services Accounting---$93,059
Other Expenses---$79,250
Fees for Service Investment Mgmnt Fees---$67,421
Other Employee Benefits---$66,930
Office Expenses---$64,585
Fees for Services Legal---$56,201
Payroll Taxes---$48,435
Conferences and Meetings---$10,291
Insurance---$5,537
Depreciation Depletion---$2,323
Total Functional Expenses$0$0$0$27,416,451

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$27,416,451
Expenses per Audited Statements$26,070,531
Total Expenses per Audited Statements$26,070,531
Expenses Not Reported on Financial Statements$1,345,920
Other Expense Adjustments$1,278,499
Expenses Not Reported on Form 990$0
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
Governance and Compliance

Governance Checklist

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

“The form 990 is presented to the board of trustees at a meeting and the trustees sign the return.”

Form 990, Part VI, Section B, Line 11

“The form 990 is presented to the board of trustees at a meeting and the trustees sign the return.”

Form 990, Part VI, Section B, Line 12C

“Each trustee must sign a statement annually that he understands the conflict of interest policy and will comply with the policy.”

Form 990, Part VI, Section C, Line 19

“Form 990, part vi, section c, line 19: governing documents, conflict of interest policy and financial statements are available upon request.”

Form 990, Part VII

“Stephen 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.”

Filing and Contact Details

Filer

EIN
06-6069081
Phone
2032264751

Signing Officer

Name
Thomas Wilkinson
Title
Union Trustee
Phone
2032264751
Signed
2014-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas Wilkinson
Formed
1959
Legal Domicile
Ct
Voting Board Members
8
Independent Board Members
8
Employees
9
Volunteers
0

Preparer

Preparer
Mitchell Lewis
Phone
2128127000
Supplemental Narrative

Additional Explanations

FORM 990- PART XII: LINE 2C

“The process for oversight of the audit and selection process of an independent accountant has not changed from the previous year.”

Financial Statement Notes

PART X, LINE 2:

“Accounting 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, 2013, 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 2010.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Increase - health claims currently payable 223,809. Increase - claims incurred but not reported 1,054,690.”

Raw XML Appendix398 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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IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-112971
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt029717173
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt031314874
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05292352
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04073249
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt04161
IRS990ScheduleD/EquipmentGrp/DepreciationAmt099833
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0103994
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01345920
IRS990ScheduleD/ExpensesSubtotalAmt026070531
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt067421
IRS990ScheduleD/InvestmentExpensesNotIncldAmt067421
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01710672
IRS990ScheduleD/OtherExpensesNotIncludedAmt01278499
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03056
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt013166
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt016222
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt08541201
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1410000
IRS990ScheduleD/OtherSecuritiesGrp/Desc0290 POST ROAD WEST CORP.-WHOLLY-OWNED SUBSIDIARY
IRS990ScheduleD/OtherSecuritiesGrp/Desc1STATE OF ISRAEL BONDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/RevenueNotReportedAmt01710672
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt067421
IRS990ScheduleD/RevenueSubtotalAmt027236059
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING 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, 2013, 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 2010.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INCREASE - HEALTH CLAIMS CURRENTLY PAYABLE 223,809. INCREASE - CLAIMS INCURRED BUT NOT REPORTED 1,054,690.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07217
IRS990ScheduleD/TotalBookValueSecuritiesAmt08951201
IRS990ScheduleD/TotalExpensesPerForm990Amt027416451
IRS990ScheduleD/TotalRevenuePerForm990Amt027303480
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt028946731
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt026070531
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PRESENTED TO THE BOARD OF TRUSTEES AT A MEETING AND THE TRUSTEES SIGN THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PRESENTED TO THE BOARD OF TRUSTEES AT A MEETING AND THE TRUSTEES SIGN THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH TRUSTEE MUST SIGN A STATEMENT ANNUALLY THAT HE UNDERSTANDS THE CONFLICT OF INTEREST POLICY AND WILL COMPLY WITH THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990, PART VI, SECTION C, LINE 19: GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4STEPHEN 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/SupplementalInformationDetail/ExplanationTxt5THE PROCESS FOR OVERSIGHT OF THE AUDIT AND SELECTION PROCESS OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PREVIOUS YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990- PART XII: LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10290 POST ROAD WEST CORP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0061318049
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 (C) 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0HOLDING CORPORATION OF OFFICE BUILDING LEASED TO ABOVE RELATED ORGANIZATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10290 POST ROAD WESTPO BOX 470
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0WESTPORT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode0068810470
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd01
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0109572
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10290 POST ROAD WEST CORP
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0K
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt034244532
IRS990/TotalAssetsEOYAmt037097701
IRS990/TotalAssetsGrp/BOYAmt034244532
IRS990/TotalAssetsGrp/EOYAmt037097701
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt09
IRS990/TotalFunctionalExpensesGrp/TotalAmt027416451
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04527359
IRS990/TotalLiabilitiesEOYAmt05782827
IRS990/TotalLiabilitiesGrp/BOYAmt04527359
IRS990/TotalLiabilitiesGrp/EOYAmt05782827
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt029717173
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt031314874
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt026221187
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt027303480
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt027303480
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt034244532
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt037097701
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10290 POST ROAD WEST PO BOX 470
IRS990/USAddress/City0WESTPORT
IRS990/USAddress/State0CT
IRS990/USAddress/ZIPCode0068810470
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS WILKINSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0UNION TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02032264751
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine10AMALGAMATED WELFARE TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0066069081
ReturnHeader/Filer/PhoneNum02032264751
ReturnHeader/Filer/USAddress/AddressLine10290 POST ROAD WEST PO BOX 470
ReturnHeader/Filer/USAddress/City0WESTPORT
ReturnHeader/Filer/USAddress/State0CT
ReturnHeader/Filer/USAddress/ZIPCode0068810470
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0131459550
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10WEISERMAZARS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10135 WEST 50TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode010020
ReturnHeader/PreparerPersonGrp/PhoneNum02128127000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MITCHELL LEWIS
ReturnHeader/ReturnTs02014-11-03T09:06:28-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,097,701
Liabilities
$5,782,827
Net assets
$31,314,874
Revenue
$27,303,480
Expenses
$27,416,451
Net income
-$112,971
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