Liabilities / Assets
58th percentile
Higher debt load relative to assets than 58% of similar nonprofits.
Local 804 Welfare Trust Fund
990 • Fiscal year 2012 • EIN 11-1637886
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.05x
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
Score unavailable
Net margin requires both revenue and expenses on this filing.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
94th percentile
Faster asset growth than 94% of similar nonprofits.
Revenue Growth
Score unavailable
No valid filing value is available for this score.
Balance Sheet
Assets
Up$28,564,191
Up $8,174,905 (+40%) from 2011
Net Assets
Up$27,157,918
Up $8,117,690 (+43%) from 2011
Liabilities
Up$1,406,273
Up $57,215 (+4.2%) from 2011
Revenue And Expenses
Revenue
-
No earlier filing loaded for comparison.
Expenses
Down$56,938,881
Down $409,245 (-0.7%) from 2011
Net Income
-
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jun 1, 2011 to May 31, 2012
- Signed
- Apr 9, 2013
- Return Version
- 2011v1.5
- Gross Receipts
- $73,157,730
Mission and Program Overview
Mission
The local 804 welfare trust fund was created in 1950, under an agreement and declaration of trust, as amended, between delivery and warehouse employees union, local 804 ibt (the union") and various employers. The union and the employers have entered into collective bargaining agreements requiring payments by the employers for the purpose of establishing a welfare program for the employers to provide welfare benefits for their employees and the employees of the union, and the employees of the local 804 welfare trust fund.
Filing and Contact Details
Filer
- EIN
- 11-1637886
Raw XML AppendixShowing 400 of 472 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/ActivitiesConductedPartnership | 0 | 0 |
| IRS990/ActivityOrMissionDescription | 0 | TO PROVIDE HEALTH CARE BENEFITS |
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| IRS990/MissionDescription | 0 | THE LOCAL 804 WELFARE TRUST FUND WAS CREATED IN 1950, UNDER AN AGREEMENT AND DECLARATION OF TRUST, AS AMENDED, BETWEEN DELIVERY AND WAREHOUSE EMPLOYEES UNION, LOCAL 804 IBT (THE "UNION") AND VARIOUS EMPLOYERS. THE UNION AND THE EMPLOYERS HAVE ENTERED INTO COLLECTIVE BARGAINING AGREEMENTS REQUIRING PAYMENTS BY THE EMPLOYERS FOR THE PURPOSE OF ESTABLISHING A WELFARE PROGRAM FOR THE EMPLOYERS TO PROVIDE WELFARE BENEFITS FOR THEIR EMPLOYEES AND THE EMPLOYEES OF THE UNION, AND THE EMPLOYEES OF THE LOCAL 804 WELFARE TRUST FUND. |
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| IRS990/ScheduleJRequired | 0 | 0 |
| IRS990ScheduleO/GeneralExplanation/Explanation | 0 | THE FUND DOES NOT HAVE ANY COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 1 | THE FUND'S BOARD OF TRUSTEES REVIEWS THE FORM 990 PRIOR TO ITS FILING. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 2 | THE FUND'S BOARD OF TRUSTEES REVIEWS AND AUTHORIZES COMPENSATION FOR ALL EMPLOYEES, INCLUDING FOR THE TOP MANAGEMENT OFFICIAL. THE REVIEW PROCESS IS CONDUCTED AT THE BOARD MEETING AND DOCUMENTED ACCORDINGLY. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 3 | THE FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON RECEIPT OF A PARTICIPANT'S WRITTEN REQUEST. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 4 | NET UNREALIZED GAINS ON INVESTMENTS: 319,535. TOTAL TO FORM 990, PART XI, LINE 5: 319,535. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 5 | THE FUND'S PROCESS FOR OVERSEEING THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF ITS INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |
| IRS990ScheduleO/GeneralExplanation/Identifier | 0 | CHANGES IN NET ASSETS OR FUND BALANCES: |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 0 | FORM 990, PART VI, SECTION A, LINE 8B |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 1 | FORM 990, PART VI, SECTION B, LINE 11 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 2 | FORM 990, PART VI, SECTION B, LINE 15 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 3 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 4 | FORM 990, PART XI, LINE 5: |
| IRS990/ScheduleORequired | 0 | 1 |
| IRS990ScheduleR/ExchangeOfAssets | 0 | 0 |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1 | 0 | 34-21 REVIEW AVENUE |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City | 0 | LONG ISLAND CITY |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State | 0 | NY |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode | 0 | 111013241 |
| IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg | 0 | 0 |
| IRS990ScheduleR/Form990ScheduleRPartII/EIN | 0 | 112506358 |
| IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection | 0 | 1.401-1(B)(3) |
| IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState | 0 | NY |
| IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine1 | 0 | LOCAL 804 ANNUITY FUND |
| IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities | 0 | SHARED ADMINISTRATIVE COST |
| IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg | 0 | 0 |
| IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg | 0 | 0 |
| IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg | 0 | 0 |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrg | 0 | 0 |
| IRS990ScheduleR/OtherTransferFromOtherOrg | 0 | 0 |
| IRS990ScheduleR/OtherTransferToOtherOrg | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesByOtherOrgs | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesForOtherOrgs | 0 | 0 |
| IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg | 0 | 0 |
| IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidByOtherOrg | 0 | 1 |
| IRS990ScheduleR/ReimbursementPaidToOtherOrg | 0 | 0 |
| IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs | 0 | 0 |
| IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs | 0 | 0 |
| IRS990ScheduleR/SaleOfAssetsToOtherOrg | 0 | 0 |
| IRS990ScheduleR/SharingOfFacilities | 0 | 1 |
| IRS990ScheduleR/SharingOfPaidEmployees | 0 | 1 |
| IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved | 0 | 11948 |
| IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved | 1 | 79564 |
| IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved | 2 | 2404 |
| IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination | 0 | SHARED ADM. COST AGREEMENT |
| IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination | 1 | SHARED ADM. COST AGREEMENT |
| IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination | 2 | ACTUAL EXPENSES SHARED |
| IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine1 | 0 | LOCAL 804 ANNUITY FUND |
| IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine1 | 1 | LOCAL 804 ANNUITY FUND |
| IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine1 | 2 | LOCAL 804 ANNUITY FUND |
| IRS990ScheduleR/TransactionsRelatedOrgsTable/TransactionType | 0 | M |
| IRS990ScheduleR/TransactionsRelatedOrgsTable/TransactionType | 1 | N |
| IRS990ScheduleR/TransactionsRelatedOrgsTable/TransactionType | 2 | P |
| IRS990/School | 0 | 0 |
| IRS990/SignificantChange | 0 | 0 |
| IRS990/SignificantNewProgramServices | 0 | 0 |
| IRS990/StateLegalDomicile | 0 | NY |
| IRS990/SubjectToProxyTax | 0 | 0 |
| IRS990/TaxablePartyNotification | 0 | 0 |
| IRS990/TaxExemptBonds | 0 | 0 |
| IRS990/Terminated | 0 | 0 |
| IRS990/TermOrPermanentEndowments | 0 | 0 |
| IRS990/TheBooksAreInCareOf/AddressUS/AddressLine1 | 0 | 34-21 REVIEW AVENUE |
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.
- Assets
- $28,564,191
- Liabilities
- $1,406,273
- Net assets
- $27,157,918
- Revenue
- -
- Expenses
- $56,938,881
- Net income
- -