Civic Intelligence

Empire State Carpenters Welfare Fund

EIN 11-1582767 • 501(c)9 • Hauppauge, NY

View Organization Page

Profile

The purpose of the plan is to provide health and other benefits to eligible participants.

270 Motor ParkwayHauppauge, NY 11788

www.empirestatecarpenters.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

69th percentile

0.12x

Higher debt load relative to assets than 69% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2015

Liabilities / Revenue

83rd percentile

0.27x

Higher debt load relative to revenue than 83% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2015

Net Margin

78th percentile

24%

Higher net margin than 78% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

63rd percentile

8.1%

Faster asset growth than 63% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2014 to 2015

Revenue Growth

48th percentile

7.4%

Faster revenue growth than 48% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$314,716,922

Up $23,473,320 (+8.1%) from 2014

Liabilities

Down

$36,925,156

Down $7,041,119 (-16%) from 2014

Net Assets

Up

$277,791,766

Up $30,514,439 (+12%) from 2014

Operations
Liabilities / Revenue83rd percentileNet Margin78th percentile

Revenue

Up

$134,602,563

Up $9,282,360 (+7.4%) from 2014

Expenses

Down

$102,292,258

Down $1,155,106 (-1.1%) from 2014

Net Income

Up

$32,310,305

Up $10,437,466 (+48%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400M$300M$200M$100M$0Assets 2010: $179,132,010Liabilities 2010: $16,467,121Net Assets 2010: $162,664,8892010Assets 2011: $198,971,587Liabilities 2011: $15,717,792Net Assets 2011: $183,253,7952011Assets 2012: $207,152,028Liabilities 2012: $16,455,528Net Assets 2012: $190,696,5002012Assets 2013: $235,752,804Liabilities 2013: $17,494,866Net Assets 2013: $218,257,9382013Assets 2014: $291,243,602Liabilities 2014: $43,966,275Net Assets 2014: $247,277,3272014Assets 2015: $314,716,922Liabilities 2015: $36,925,156Net Assets 2015: $277,791,7662015

Highlighted filing

2015

Assets$314,716,922
Liabilities$36,925,156
Net Assets$277,791,766
Open 2015 Filing

Operations Trend

Revenue Growth48th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150M$100M$50M$0Expenses 2010: $103,990,9052010Expenses 2011: $108,632,2122011Expenses 2012: $109,096,6262012Revenue 2013: $120,826,949Expenses 2013: $98,565,651Net Income 2013: $22,261,2982013Revenue 2014: $125,320,203Expenses 2014: $103,447,364Net Income 2014: $21,872,8392014Revenue 2015: $134,602,563Expenses 2015: $102,292,258Net Income 2015: $32,310,3052015

Highlighted filing

2015

Revenue$134,602,563
Expenses$102,292,258
Net Income$32,310,305
Open 2015 Filing

Filings

Most recent year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$314,716,922
Liabilities
$36,925,156
Net assets
$277,791,766
Revenue
$134,602,563
Expenses
$102,292,258
Net income
$32,310,305
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$315$36.9$278$135$102$32.3
2014Detailed filing. Detailed filing data is available for this year.$291$44.0$247$125$103$21.9
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$236$17.5$218$121$98.6$22.3
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$207$16.5$191$109
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$199$15.7$183$109
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$179$16.5$163$104
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 15, 2016
Return Version
2014v6.0
Gross Receipts
$386,569,616
Mission and Program Overview

Mission

The purpose of the plan is to provide health and other benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$247,277,327$277,791,766▲ $30,514,439
Investments in Publicly Traded Securities$195,662,226$222,438,189▲ $26,775,963
Investments Other Securities$26,008,872$45,410,840▲ $19,401,968
Savings and Temporary Cash Investments$53,380,120$29,960,994▼ $23,419,126
Accounts Receivable$16,092,687$16,000,041▼ $92,646
Cash and Non-Interest-Bearing Accounts$51,937$67,626▲ $15,689
Prepaid Expenses and Deferred Charges$24,191$22,188▼ $2,003
Land, Buildings, and Equipment, Net$23,569$10,144▼ $13,425
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$291,243,602$314,716,922▲ $23,473,320
Other Assets Total-$806,900-
Liabilities
Other Liabilities$17,844,180$30,068,905▲ $12,224,725
Accounts Payable and Accrued Expenses$26,122,095$6,856,251▼ $19,265,844
Total Liabilities$43,966,275$36,925,156▼ $7,041,119
Net Assets / Fund Balance
Total Net Assets Fund Balance$247,277,327$277,791,766▲ $30,514,439
Total Liabilities and Net Assets / Fund Balance$291,243,602$314,716,922▲ $23,473,320

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,675$394,587$401,262
Leasehold Improvements$3,469$170,402$173,871
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
David B StewartFund DirectorFT$197,151$89,827$286,978
KATHleen MORINPens/ann AdminFT$126,381$62,301$188,682
Orhan CoskunerIt DirectorFT$112,102$57,278$165,390
Roseann Bradleyregional admin wesFT$105,466$50,660$160,624
Denise CossaroControllerFT$103,553$52,523$156,076
Michelle DarraghAsst. to Fund DirectorFT$104,712$50,927$155,131

Board Members and Trustees

NameTitle
Aaron HilgerMgmt Trustee
Alan SeidmanMgmt Trustee
DOUG O'CONNORMgmt Trustee
Earl HallMgmt Trustee
Frank JonesMgmt Trustee
JOHN O'HAREMgmt Trustee
James LoganMgmt Trustee
John DelollisMgmt Trustee
Ross Pepe Thru 215MGMT trustee
Thomas Holsman Thru 1214Mgmt Trustee
Todd HelfrichMgmt Trustee
F Matthew Pepe Eff 215Mgmt. Trustee
Andrew MillerUnion Trustee
David HainesUnion Trustee
Douglas Mccarron Thru 1214Union Trustee
Frank Spencer Thru 1214Union Trustee
George LaufenbergUnion Trustee
Michael CapelliUnion Trustee
Michael ShanahanUnion Trustee
Paul LeoUnion Trustee
Peter WoodwardUnion Trustee
Thomas MairsUnion Trustee
William BanfieldUnion Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
empire healthchoice assurance incclaims processing3350 peachtree road, atlanta, GA 30326$1,577,504
Schultheis & Panettieri LLPAccounting210 MARCUS BLVD, Hauppauge, NY 11788$593,854
Virginia & Ambinder LLPLegal Services111 BROADWAY, New York, NY 10006$560,674
Slevin & Hart PCLegal Services1625 MASSACHUSETTS AVE NW, Washington, DC 20036$410,843
Bredhoff & Kaiser PllcLegal Services805 15TH ST, Washington, DC 20005$375,190
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$127,443,663
Investment Income
$7,158,900
Other Revenue
$0
Change in Net Assets
$32,310,305

Audited Revenue Reconciliation

Revenue per Audited Statements
$133,848,093
Revenue Not Reported on Financial Statements
$754,470
Revenue Not Reported on Form 990
$-1,795,866
Total Revenue per Audited Statements
$132,052,227
Total Revenue per Form 990
$134,602,563
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,167,816
Other Expenses$1,431,864
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$96,692,578
Other Salaries and Wages---$2,285,593
Fees for Services Legal---$1,075,855
Other Employee Benefits---$762,872
Fees for Service Investment Mgmnt Fees---$754,470
Pension Plan Contributions---$627,790
Fees for Services Accounting---$622,790
Current Officers, Directors, Trustees, and Key Employees---$287,043
Occupancy---$256,106
Payroll Taxes---$204,518
Office Expenses---$181,161
Insurance---$125,647
Fees for Services Other---$96,000
Information Technology---$77,424
Conferences and Meetings---$55,759
Depreciation Depletion---$13,425
Other Expenses---$-240,458
All Other Expenses---$-1,752,919
Total Functional Expenses$0$0$0$102,292,258

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$102,292,258
Expenses per Audited Statements$99,413,388
Total Expenses per Audited Statements$99,413,388
Expenses Not Reported on Financial Statements$2,878,870
Other Expense Adjustments$2,124,400
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
Lobbying 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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Net Trades Pending Settlement$18,276,905
Benefit Obligations Currently Payab$11,792,000
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, Line 11B: Form 990 Review Process

“The form 990 was prepared in coordination with full-time employees of the organization. Once complete, the form was provided to and reviewed by the board of trustees prior to submission.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The organization is an employee benefit fund covered by erisa. The trustees have a statutory duty under erisa to avoid conflicts and report them as they occur. In addition, the fund's written conflict of interest policy requires fund employees to fully and promptly disclose any financial or personal interest they have with other parties that deal with the fund or board of trustees, in writing.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization's governing documents, policies and financial statements are available to all participants upon request. Documents are available to the public upon request to the extent required by law.”

Filing and Contact Details

Filer

Filer Name
Empire State Carpenters Welfare Fund
EIN
11-1582767
Phone
6319529700
Address
270 MOTOR PARKWAY, HAUPPAUGE, NY 11788

Signing Officer

Name
David B Stewart
Title
Fund Director
Signed
2016-01-15
Discuss with paid preparer
Yes

Organization Details

Formed
1948
Legal Domicile
Ny
Voting Board Members
19
Independent Board Members
19
Employees
48

Preparer

Firm
Schultheis & Panettieri LLP
Address
210 Marcus Boulevard, Hauppauge, NY 11788-3740
Preparer
Carol Westfall
Phone
6312734778
Supplemental Narrative

Financial Statement Notes

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Change in claims payable $2124400”

Raw XML AppendixShowing 400 of 717 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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