Civic Intelligence

Ufcw and Participating Employers New England Health Fund

990 • Fiscal year 2017 • EIN 06-6069081

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 29, 2018

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

63rd percentile

0.11x

Higher debt load relative to assets than 63% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

74th percentile

0.16x

Higher debt load relative to revenue than 74% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Net Margin

49th percentile

4.4%

Higher net margin than 49% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

41st percentile

5.6%

Faster asset growth than 41% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

76th percentile

14%

Faster revenue growth than 76% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$43,190,081

Up $2,306,331 (+5.6%) from 2016

Net Assets

Up

$38,320,782

Up $2,030,185 (+5.6%) from 2016

Liabilities

Up

$4,869,299

Up $276,146 (+6.0%) from 2016

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin49th percentile

Revenue

Up

$29,687,248

Up $3,716,855 (+14%) from 2016

Expenses

Up

$28,385,778

Up $3,178,475 (+13%) from 2016

Net Income

Up

$1,301,470

Up $538,380 (+71%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2017

Assets$43,190,081
Liabilities$4,869,299
Net Assets$38,320,782
Open 2017 Filing

Operations Trend

Revenue Growth76th percentile

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

2017

Revenue$29,687,248
Expenses$28,385,778
Net Income$1,301,470
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 29, 2018
Return Version
2017v2.3
Gross Receipts
$36,329,675
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$36,290,597$38,320,782▲ $2,030,185
Investments in Publicly Traded Securities$24,842,279$25,500,489▲ $658,210
Investments Other Securities$10,355,845$10,584,633▲ $228,788
Savings and Temporary Cash Investments$4,984,654$6,121,617▲ $1,136,963
Accounts Receivable$631,075$926,944▲ $295,869
Prepaid Expenses and Deferred Charges$47,318$33,758▼ $13,560
Land, Buildings, and Equipment, Net$3,743$2,190▼ $1,553
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$40,883,750$43,190,081▲ $2,306,331
Other Assets Total$18,836$20,450▲ $1,614
Liabilities
Accounts Payable and Accrued Expenses$4,593,153$4,869,299▲ $276,146
Total Liabilities$4,593,153$4,869,299▲ $276,146
Net Assets / Fund Balance
Total Net Assets Fund Balance$36,290,597$38,320,782▲ $2,030,185
Total Liabilities and Net Assets / Fund Balance$40,883,750$43,190,081▲ $2,306,331

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,867$106,793$108,660
Other Land Buildings$323$15,899$16,222
Other Securities$1,700,497--
Compensation and Service Providers
Top Officer PayScore unavailable

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
$27,312,448
Investment Income
$2,374,800
Other Revenue
$0
Change in Net Assets
$1,301,470

Audited Revenue Reconciliation

Revenue per Audited Statements
$29,607,899
Revenue Not Reported on Financial Statements
$79,349
Revenue Not Reported on Form 990
$728,715
Total Revenue per Audited Statements
$30,336,614
Total Revenue per Form 990
$29,687,248
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,027,870
Salaries, Compensation, and Employee Benefits$714,910
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$25,642,998
Other Salaries and Wages---$464,822
Office Expenses---$156,123
Occupancy---$138,845
Pension Plan Contributions---$120,094
Information Technology---$114,219
Fees for Services Accounting---$106,154
Other Employee Benefits---$92,743
Fees for Service Investment Mgmnt Fees---$79,349
Fees for Services Legal---$56,533
Insurance---$48,760
Payroll Taxes---$37,251
Other Expenses---$27,203
All Other Expenses---$15,130
Conferences and Meetings---$11,396
Depreciation Depletion---$1,553
Total Functional Expenses$0$0$0$28,385,778

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$28,385,778
Expenses per Audited Statements$28,003,690
Total Expenses per Audited Statements$28,003,690
Expenses Not Reported on Financial Statements$382,088
Other Expense Adjustments$302,739
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 11B

“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

“Governing documents, conflict of interest policy and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Amalgamated Welfare
EIN
06-6069081
Phone
2032264751
Address
290 POST ROAD WEST PO BOX 470, WESTPORT, CT 06881-0470

Signing Officer

Name
Thomas Wilkinson
Title
Union Trustee
Phone
2032264751
Signed
2018-10-29
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
8
Volunteers
8

Preparer

Firm
Mazars USA Llp
Address
135 WEST 50TH STREET, NEW YORK, NY 10020-0002
Preparer
Israel Tannenbaum
Phone
2128127000
Supplemental Narrative

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, 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 it is no longer subject to income tax examinations for years prior to 2014.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Increase - health claims currently payable 217,374. Decrease - claims incurred but not reported 85,365.”

Raw XML AppendixShowing 400 of 402 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/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt036290597
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt038320782
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04984654
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06121617
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt01867
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0106793
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0108660
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0382088
IRS990ScheduleD/ExpensesSubtotalAmt028003690
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt079349
IRS990ScheduleD/InvestmentExpensesNotIncldAmt079349
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0728715
IRS990ScheduleD/OtherExpensesNotIncludedAmt0302739
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0323
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt015899
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt016222
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt08474136
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1410000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt21700497
IRS990ScheduleD/OtherSecuritiesGrp/Desc0290 POST ROAD WEST CORP.-WHOLLY-OWNED SUBSIDIARY
IRS990ScheduleD/OtherSecuritiesGrp/Desc1STATE OF ISRAEL BONDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2REAL ESTATE INVESTMENT FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/RevenueNotReportedAmt0728715
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt079349
IRS990ScheduleD/RevenueSubtotalAmt029607899
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, 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 IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2014.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INCREASE - HEALTH CLAIMS CURRENTLY PAYABLE 217,374. DECREASE - CLAIMS INCURRED BUT NOT REPORTED 85,365.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02190
IRS990ScheduleD/TotalBookValueSecuritiesAmt010584633
IRS990ScheduleD/TotalExpensesPerForm990Amt028385778
IRS990ScheduleD/TotalRevenuePerForm990Amt029687248
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt030336614
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt028003690
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/ExplanationTxt1EACH TRUSTEE MUST SIGN A STATEMENT ANNUALLY THAT HE UNDERSTANDS THE CONFLICT OF INTEREST POLICY AND WILL COMPLY WITH THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0AMALGAMATED WELFARE TRUST FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0290 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/AddressLine1Txt0290 POST ROAD WESTPO BOX 470
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WESTPORT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0068810470
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd01
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0137220
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACTUAL COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0290 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/TotalAssetsBOYAmt040883750
IRS990/TotalAssetsEOYAmt043190081
IRS990/TotalAssetsGrp/BOYAmt040883750
IRS990/TotalAssetsGrp/EOYAmt043190081
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/TotalAmt028385778
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04593153
IRS990/TotalLiabilitiesEOYAmt04869299
IRS990/TotalLiabilitiesGrp/BOYAmt04593153
IRS990/TotalLiabilitiesGrp/EOYAmt04869299
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt036290597
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt038320782
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt027312448
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt02374800
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt027312448
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt029687248
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt040883750
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt043190081
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd01
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0290 POST ROAD WEST PO BOX 470
IRS990/USAddress/CityNm0WESTPORT
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd0068810470
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS WILKINSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0UNION TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02032264751
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED WELFARE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0066069081
ReturnHeader/Filer/PhoneNum02032264751
ReturnHeader/Filer/USAddress/AddressLine1Txt0290 POST ROAD WEST PO BOX 470
ReturnHeader/Filer/USAddress/CityNm0WESTPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd0068810470
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId047279F87720B602A8597569AD4866EF1DA3BEA5B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0148.77.102.18
ReturnHeader/FilingSecurityInformation/IPDt02018-10-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:05:51
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0131459550
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAZARS USA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0135 WEST 50TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100200002
ReturnHeader/PreparerPersonGrp/PhoneNum02128127000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ISRAEL TANNENBAUM
ReturnHeader/ReturnTs02018-11-06T08:06:04-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,190,081
Liabilities
$4,869,299
Net assets
$38,320,782
Revenue
$29,687,248
Expenses
$28,385,778
Net income
$1,301,470
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
2017Detailed filing. Detailed filing data is available for this year.$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