Liabilities / Assets
48th percentile
Higher debt load relative to assets than 48% of similar nonprofits.
Local 804 Welfare Trust Fund
990 • Fiscal year 2013 • EIN 11-1637886
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.02x
Liabilities / Revenue
40th percentile
Higher debt load relative to revenue than 40% of similar nonprofits.
Net Margin
75th percentile
Higher net margin than 75% of similar nonprofits.
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 earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
Up$41,200,227
Up $12,636,036 (+44%) from 2012
Net Assets
Up$40,183,655
Up $13,025,737 (+48%) from 2012
Liabilities
Down$1,016,572
Down $389,701 (-28%) from 2012
Revenue And Expenses
Revenue
$68,759,297
No earlier filing loaded for comparison.
Expenses
Down$55,755,989
Down $1,182,892 (-2.1%) from 2012
Net Income
$13,003,308
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jun 1, 2012 to May 31, 2013
- Signed
- Apr 3, 2014
- Return Version
- 2012v2.1
- Gross Receipts
- $81,040,027
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 568 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/AccountantCompileOrReview | 0 | 0 |
| IRS990/AccountsPayableAccruedExpenses/BOY | 0 | 1036918 |
| IRS990/AccountsPayableAccruedExpenses/EOY | 0 | 462860 |
| IRS990/AccountsReceivable/BOY | 0 | 5821531 |
| IRS990/AccountsReceivable/EOY | 0 | 7098827 |
| IRS990/ActivitiesConductedPartnership | 0 | 0 |
| IRS990/ActivityOrMissionDescription | 0 | TO PROVIDE HEALTH CARE BENEFITS |
| IRS990/AddressPrincipalOfficerUS/AddressLine1 | 0 | 34-21 REVIEW AVENUE |
| IRS990/AddressPrincipalOfficerUS/City | 0 | LONG ISLAND CITY |
| IRS990/AddressPrincipalOfficerUS/State | 0 | NY |
| IRS990/AddressPrincipalOfficerUS/ZIPCode | 0 | 111013241 |
| IRS990/AuditCommittee | 0 | 1 |
| IRS990/BenefitsPaidToMembersCY | 0 | 52223722 |
| IRS990/BenefitsPaidToMembersPriorYear | 0 | 53796347 |
| IRS990/BenefitsToMembers/Total | 0 | 52223722 |
| IRS990/BsnssRltnshpThruFamilyMember | 0 | 0 |
| IRS990/BsnssRltnshpWithOrganization | 0 | 0 |
| IRS990/CapStckTrstPrinCurrentFunds/BOY | 0 | 0 |
| IRS990/CapStckTrstPrinCurrentFunds/EOY | 0 | 0 |
| IRS990/CashNonInterestBearing/BOY | 0 | 911103 |
| IRS990/CashNonInterestBearing/EOY | 0 | 995096 |
| IRS990/ChangesToOrganizingDocs | 0 | 0 |
| IRS990/CollectionsOfArt | 0 | 0 |
| IRS990/CompCurrentOfficersDirectors/Total | 0 | 127234 |
| IRS990/CompensationFromOtherSources | 0 | 0 |
| IRS990/CompensationProcessCEO | 0 | 1 |
| IRS990/CompensationProcessOther | 0 | 1 |
| IRS990/ComplianceWithBackupWitholding | 0 | 1 |
| IRS990/ConferencesMeetings/Total | 0 | 1222 |
| IRS990/ConflictOfInterestPolicy | 0 | 0 |
| IRS990/ConservationEasements | 0 | 0 |
| IRS990/ConsolidatedAuditFinancialStmt | 0 | 0 |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine1 | 0 | 3350 PEACHTREE ROAD |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine1 | 1 | ONE WOODBRIDGE CENTER |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine1 | 2 | ONE WOODBRIDGE CENTER |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine1 | 3 | 330 WEST 42ND STREET |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine1 | 4 | ELEVEN TIMES SQUARE |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City | 0 | ATLANTA |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City | 1 | WOODBRIDGE |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City | 2 | WOODBRIDGE |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City | 3 | NEW YORK |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City | 4 | NEW YORK |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State | 0 | GA |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State | 1 | NJ |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State | 2 | NJ |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State | 3 | NY |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State | 4 | NY |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode | 0 | 30326 |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode | 1 | 07095 |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode | 2 | 07095 |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode | 3 | 10036 |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode | 4 | 10036 |
| IRS990/ContractorCompensation/Compensation | 0 | 1525557 |
| IRS990/ContractorCompensation/Compensation | 1 | 309429 |
| IRS990/ContractorCompensation/Compensation | 2 | 303551 |
| IRS990/ContractorCompensation/Compensation | 3 | 191710 |
| IRS990/ContractorCompensation/Compensation | 4 | 134066 |
| IRS990/ContractorCompensation/DescriptionOfServices | 0 | BENEFIT ADMINISTRATIVE SERVICE |
| IRS990/ContractorCompensation/DescriptionOfServices | 1 | BENEFIT CONSULTING SERVICES |
| IRS990/ContractorCompensation/DescriptionOfServices | 2 | BENEFIT INFORMATION TECHNOLOGY |
| IRS990/ContractorCompensation/DescriptionOfServices | 3 | LEGAL SERVICES |
| IRS990/ContractorCompensation/DescriptionOfServices | 4 | LEGAL SERVICES |
| IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine1 | 0 | EMPIRE HEALTHCHOICE ASSURANCE INC |
| IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine1 | 1 | NEW YORK MEDICAL MANAGEMENT |
| IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine1 | 2 | HEALTH PLAN SYSTEM |
| IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine1 | 3 | COHEN WEISS AND SIMON LLP |
| IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine1 | 4 | PROSKAUER ROSE LLP |
| IRS990/ContributionsGrantsCurrentYear | 0 | 0 |
| IRS990/ContributionsGrantsPriorYear | 0 | 0 |
| IRS990/CreditCounseling | 0 | 0 |
| IRS990/DecisionsSubjectToApproval | 0 | 0 |
| IRS990/DeductibleContributionsOfArt | 0 | 0 |
| IRS990/DeductibleNonCashContributions | 0 | 0 |
| IRS990/DeferredRevenue/BOY | 0 | 203476 |
| IRS990/DeferredRevenue/EOY | 0 | 390335 |
| IRS990/DelegationOfManagementDuties | 0 | 0 |
| IRS990/DepreciationDepletion/Total | 0 | 186479 |
| IRS990/DescribedIn501C3 | 0 | 0 |
| IRS990/Description | 0 | PROVIDED HEALTH CARE BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. ESTIMATED NUMBER OF PARTICIPANTS BENEFITED DURING THE PAST YEAR WAS 4547. |
| IRS990/DisregardedEntity | 0 | 0 |
| IRS990/DocumentRetentionPolicy | 0 | 0 |
| IRS990/DonorAdvisedFunds | 0 | 0 |
| IRS990/DoNotFollowSFAS117 | 0 | X |
| IRS990/ElectionOfBoardMembers | 0 | 0 |
| IRS990/EmploymentTaxReturnsFiled | 0 | 1 |
| IRS990/FamilyOrBusinessRelationship | 0 | 0 |
| IRS990/FederalGrantAuditRequired | 0 | 0 |
| IRS990/FeesForServicesAccounting/Total | 0 | 49200 |
| IRS990/FeesForServicesInvstMgmntFees/Total | 0 | 101207 |
| IRS990/FeesForServicesLegal/Total | 0 | 397110 |
| IRS990/FeesForServicesOther/Total | 0 | 193737 |
| IRS990/ForeignActivities | 0 | 0 |
| IRS990/ForeignFinancialAccount | 0 | 0 |
| IRS990/ForeignOffice | 0 | 0 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 0 | 0.60 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 1 | 0.60 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 2 | 0.60 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 3 | 0.60 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 4 | 0.20 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 5 | 0.60 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 6 | 0.60 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 7 | 0.60 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 8 | 28.80 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 9 | 59.40 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 10 | 65.30 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 11 | 29.10 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated | 0 | 40.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated | 1 | 40.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated | 2 | 40.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated | 3 | 40.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated | 4 | 5.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated | 5 | 10.10 |
| IRS990/Form990PartVIISectionA/HighestCompensatedEmployee | 0 | X |
| IRS990/Form990PartVIISectionA/HighestCompensatedEmployee | 1 | X |
| IRS990/Form990PartVIISectionA/HighestCompensatedEmployee | 2 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 0 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 1 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 2 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 3 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 4 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 5 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 6 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 7 | X |
| IRS990/Form990PartVIISectionA/NamePerson | 0 | TIMOTHY SYLVESTER |
| IRS990/Form990PartVIISectionA/NamePerson | 1 | JAMES REYNOLDS |
| IRS990/Form990PartVIISectionA/NamePerson | 2 | PETE MASTRANDREA |
| IRS990/Form990PartVIISectionA/NamePerson | 3 | CHRIS LANGAN |
| IRS990/Form990PartVIISectionA/NamePerson | 4 | BJ DORFMAN |
| IRS990/Form990PartVIISectionA/NamePerson | 5 | STEVE BRENNAN |
| IRS990/Form990PartVIISectionA/NamePerson | 6 | BRIAN MCCABE |
| IRS990/Form990PartVIISectionA/NamePerson | 7 | DAVE FENNELL |
| IRS990/Form990PartVIISectionA/NamePerson | 8 | THOMAS LAMONTANARO |
| IRS990/Form990PartVIISectionA/NamePerson | 9 | MARC PANTELEONE |
| IRS990/Form990PartVIISectionA/NamePerson | 10 | JAMES PANTELEONE |
| IRS990/Form990PartVIISectionA/NamePerson | 11 | MAGGIE WU |
| IRS990/Form990PartVIISectionA/Officer | 0 | X |
| IRS990/Form990PartVIISectionA/OtherCompensation | 0 | 38334 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 1 | 38334 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 2 | 38334 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 3 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 4 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 5 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 6 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 7 | 38334 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 8 | 39209 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 9 | 21236 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 10 | 21190 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 11 | 21313 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 0 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 1 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 2 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 3 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 4 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 5 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 6 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 7 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 8 | 86840 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 9 | 115763 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 10 | 124601 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 11 | 104546 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 0 | 116080 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 1 | 115360 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 2 | 115420 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 3 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 4 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 5 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 6 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 7 | 115360 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 8 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 9 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 10 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 11 | 0 |
| IRS990/Form990PartVIISectionA/Title | 0 | UNION TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 1 | UNION TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 2 | UNION TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 3 | EMPLOYER TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 4 | EMPLOYER TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 5 | EMPLOYER TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 6 | EMPLOYER TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 7 | UNION TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 8 | FUND OFFICE MANAGER |
| IRS990/Form990PartVIISectionA/Title | 9 | BENEFIT CLAIMS ASSISTANT |
| IRS990/Form990PartVIISectionA/Title | 10 | IT AND BENEFIT CLAIMS ASSISTANT |
| IRS990/Form990PartVIISectionA/Title | 11 | BOOKKEEPER |
| IRS990/Form990ProvidedToGoverningBody | 0 | 1 |
| IRS990/FormersListed | 0 | 0 |
| IRS990/FSAudited | 0 | 1 |
| IRS990/FSAuditedBasis/FinancialStatementSeparate | 0 | X |
| IRS990/FundraisingActivities | 0 | 0 |
| IRS990/GainOrLoss/Securities | 0 | -79241 |
| IRS990/Gaming | 0 | 0 |
| IRS990/GrantsAndSimilarAmntsCY | 0 | 0 |
| IRS990/GrantsAndSimilarAmntsPriorYear | 0 | 0 |
| IRS990/GrantsToIndividuals | 0 | 0 |
| IRS990/GrantsToOrganizations | 0 | 0 |
| IRS990/GrantToRelatedPerson | 0 | 0 |
| IRS990/GrossAmountSalesAssets/Securities | 0 | 12201489 |
| IRS990/GrossReceipts | 0 | 81040027 |
| IRS990/GroupReturnForAffiliates | 0 | 0 |
| IRS990/Hospital | 0 | 0 |
| IRS990/IndependentAuditFinancialStmt | 0 | 1 |
| IRS990/IndoorTanningServices | 0 | 0 |
| IRS990/InfoInScheduleOPartIII | 0 | X |
| IRS990/InfoInScheduleOPartVI | 0 | X |
| IRS990/InfoInScheduleOPartXII | 0 | X |
| IRS990/InformationTechnology/Total | 0 | 471747 |
| IRS990/Insurance/Total | 0 | 19369 |
| IRS990/InvestmentIncomeCurrentYear | 0 | 512605 |
| IRS990/InvestmentIncome/ExclusionAmount | 0 | 591846 |
| IRS990/InvestmentIncomePriorYear | 0 | 623659 |
| IRS990/InvestmentIncome/TotalRevenueColumn | 0 | 591846 |
| IRS990/InvestmentInJointVenture | 0 | 0 |
| IRS990/InvestmentsPubTradedSecurities/BOY | 0 | 18747305 |
| IRS990/InvestmentsPubTradedSecurities/EOY | 0 | 24006306 |
| IRS990/LandBldgEquipmentAccumDeprec | 0 | 2098035 |
| IRS990/LandBuildingsEquipmentBasis | 0 | 2569048 |
| IRS990/LandBuildingsEquipmentBasisNet/BOY | 0 | 642842 |
| IRS990/LandBuildingsEquipmentBasisNet/EOY | 0 | 471013 |
| IRS990/LessCostOthBasisSalesExpenses/Securities | 0 | 12280730 |
| IRS990/LoanToOfficerOrDQP | 0 | 0 |
| IRS990/LocalChapters | 0 | 0 |
| IRS990/MaterialDiversionOrMisuse | 0 | 0 |
| IRS990/MembersOrStockholders | 0 | 0 |
| IRS990/MethodOfAccountingAccrual | 0 | X |
| IRS990/MinutesOfCommittees | 0 | 0 |
| IRS990/MinutesOfGoverningBody | 0 | 1 |
| 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. |
| IRS990/MoreThan5000KToIndividuals | 0 | 0 |
| IRS990/MoreThan5000KToOrganizations | 0 | 0 |
| IRS990/NameOfPrincipalOfficerPerson | 0 | TIMOTHY SYLVESTER |
| IRS990/NbrIndependentVotingMembers | 0 | 4 |
| IRS990/NbrVotingGoverningBodyMembers | 0 | 8 |
| IRS990/NbrVotingMembersGoverningBody | 0 | 8 |
| IRS990/NetAssetsOrFundBalancesBOY | 0 | 27157918 |
| IRS990/NetAssetsOrFundBalancesEOY | 0 | 40183655 |
| IRS990/NetGainOrLossInvestments/ExclusionAmount | 0 | -79241 |
| IRS990/NetGainOrLossInvestments/TotalRevenueColumn | 0 | -79241 |
| IRS990/NetUnrelatedBusinessTxblIncome | 0 | 0 |
| IRS990/NonDeductibleContributions | 0 | 0 |
| IRS990/NumberFormsTransmittedWith1096 | 0 | 613 |
| IRS990/NumberIndependentVotingMembers | 0 | 4 |
| IRS990/NumberIndividualsGT100K | 0 | 3 |
| IRS990/NumberOfContractorsGT100K | 0 | 6 |
| IRS990/NumberOfEmployees | 0 | 28 |
| IRS990/NumberW2GIncluded | 0 | 0 |
| IRS990/Occupancy/Total | 0 | 78990 |
| IRS990/OfficeExpenses/Total | 0 | 159148 |
| IRS990/OfficerEntityWithBsnssRltnshp | 0 | 0 |
| IRS990/OfficerMailingAddress | 0 | 0 |
| IRS990/Organization501c | 0 | X |
| IRS990/OtherAssetsTotal/BOY | 0 | 202113 |
| IRS990/OtherAssetsTotal/EOY | 0 | 0 |
| IRS990/OtherEmployeeBenefits/Total | 0 | 365224 |
| IRS990/OtherExpensePriorYear | 0 | 1263887 |
| IRS990/OtherExpensesCurrentYear | 0 | 1507182 |
| IRS990/OtherExpenses/Description | 0 | MISC |
| IRS990/OtherExpenses/Description | 1 | DUES AND SUBSCRIPTIONS |
| IRS990/OtherExpenses/Description | 2 | ADM.EXPENSES REIMBURSED |
| IRS990/OtherExpenses/Total | 0 | 4250 |
| IRS990/OtherExpenses/Total | 1 | 2019 |
| IRS990/OtherExpenses/Total | 2 | -157296 |
| IRS990/OtherLiabilities/BOY | 0 | 165879 |
| IRS990/OtherLiabilities/EOY | 0 | 163377 |
| IRS990/OtherRevenueCurrentYear | 0 | 214822 |
| IRS990/OtherRevenueMisc/BusinessCode | 0 | 900099 |
| IRS990/OtherRevenueMisc/Description | 0 | MISCELLANEOUS INCOME |
| IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome | 0 | 214822 |
| IRS990/OtherRevenueMisc/TotalRevenueColumn | 0 | 214822 |
| IRS990/OtherRevenuePriorYear | 0 | 119888 |
| IRS990/OtherSalariesAndWages/Total | 0 | 1280208 |
| IRS990/PaidInCapSrplsLandBldgEqpFund/BOY | 0 | 0 |
| IRS990/PaidInCapSrplsLandBldgEqpFund/EOY | 0 | 0 |
| IRS990/PartialLiquidation | 0 | 0 |
| IRS990/PayrollTaxes/Total | 0 | 124501 |
| IRS990/PensionPlanContributions/Total | 0 | 127918 |
| IRS990/PoliticalActivities | 0 | 0 |
| IRS990/PrepaidExpensesDeferredCharges/BOY | 0 | 41261 |
| IRS990/PrepaidExpensesDeferredCharges/EOY | 0 | 44155 |
| IRS990/ProfessionalFundraising | 0 | 0 |
| IRS990/ProgramServiceRevenue/BusinessCode | 0 | 900099 |
| IRS990/ProgramServiceRevenue/BusinessCode | 1 | 900099 |
| IRS990/ProgramServiceRevenue/BusinessCode | 2 | 900099 |
| IRS990/ProgramServiceRevenueCY | 0 | 68031870 |
| IRS990/ProgramServiceRevenue/Description | 0 | CONTRIBUTIONS - EMPLOYERS |
| IRS990/ProgramServiceRevenue/Description | 1 | CONTRIBUTIONS - RETIRED PARTICIPA |
| IRS990/ProgramServiceRevenue/Description | 2 | CONTRIBUTIONS - COBRA PARTICIPANT |
| IRS990/ProgramServiceRevenuePriorYear | 0 | 63993489 |
| IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome | 0 | 65213710 |
| IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome | 1 | 2626164 |
| IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome | 2 | 191996 |
| IRS990/ProgramServiceRevenue/TotalRevenueColumn | 0 | 65213710 |
| IRS990/ProgramServiceRevenue/TotalRevenueColumn | 1 | 2626164 |
| IRS990/ProgramServiceRevenue/TotalRevenueColumn | 2 | 191996 |
| IRS990/ProhibitedTaxShelterTrans | 0 | 0 |
| IRS990/ReconcilationOtherChanges | 0 | 0 |
| IRS990/ReconcilationRevenueExpenses | 0 | 13003308 |
| IRS990/ReconciliationUnrealizedInvest | 0 | 22429 |
| IRS990/RelatedEntity | 0 | 1 |
| IRS990/RelatedOrgControlledEntity | 0 | 0 |
| IRS990/ReportFin48Footnote | 0 | 0 |
| IRS990/ReportInvestOthSecurities | 0 | 0 |
| IRS990/ReportLandBldgEquip | 0 | 1 |
| IRS990/ReportOtherAssets | 0 | 0 |
| IRS990/ReportOtherLiabilities | 0 | 1 |
| IRS990/ReportProgRelInvest | 0 | 0 |
| IRS990/RetainedEarningsEndowmentEtc/BOY | 0 | 27157918 |
| IRS990/RetainedEarningsEndowmentEtc/EOY | 0 | 40183655 |
| IRS990/RevenuesLessExpensesCY | 0 | 13003308 |
| IRS990/RevenuesLessExpensesPriorYear | 0 | 7798155 |
| IRS990/SalariesEtcCurrentYear | 0 | 2025085 |
| IRS990/SalariesEtcPriorYear | 0 | 1878647 |
| IRS990/SavingsAndTempCashInvestments/BOY | 0 | 2198036 |
| IRS990/SavingsAndTempCashInvestments/EOY | 0 | 8584830 |
| IRS990/ScheduleBRequired | 0 | 0 |
| IRS990ScheduleD/Equipment/BookValue | 0 | 1317 |
| IRS990ScheduleD/Equipment/Depreciation | 0 | 195866 |
| IRS990ScheduleD/Equipment/OtherCostOrOtherBasis | 0 | 197183 |
| IRS990ScheduleD/ExpensesNotRptdF990 | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptdOnFinStmt | 0 | 101207 |
| IRS990ScheduleD/ExpensesSubtotal | 0 | 55654782 |
| IRS990ScheduleD/InvestmentExpensesNotIncluded | 0 | 101207 |
| IRS990ScheduleD/InvestmentExpensesNotIncluded2 | 0 | 101207 |
| IRS990ScheduleD/LeaseholdImprovements/BookValue | 0 | 0 |
| IRS990ScheduleD/LeaseholdImprovements/Depreciation | 0 | 316336 |
| IRS990ScheduleD/LeaseholdImprovements/OtherCostOrOtherBasis | 0 | 316336 |
| IRS990ScheduleD/NetUnrealizedGainsInvestments | 0 | 22429 |
| IRS990ScheduleD/OtherLandBuildings/BookValue | 0 | 469696 |
| IRS990ScheduleD/OtherLandBuildings/Depreciation | 0 | 1585833 |
| IRS990ScheduleD/OtherLandBuildings/OtherCostOrOtherBasis | 0 | 2055529 |
| IRS990ScheduleD/OtherLiabilities/Amount | 0 | 163377 |
| IRS990ScheduleD/OtherLiabilities/Description | 0 | EST'D FUTURE RETIREMENT BENEFIT |
| IRS990ScheduleD/RevenueNotRptdF990 | 0 | 22429 |
| IRS990ScheduleD/RevenueNotRptdOnFinStmt | 0 | 101207 |
| IRS990ScheduleD/RevenueSubtotal | 0 | 68658090 |
| IRS990ScheduleD/TotalExpensesPerForm990 | 0 | 55755989 |
| IRS990ScheduleD/TotalOfAmounts | 0 | 163377 |
| IRS990ScheduleD/TotalOfBookValueLandBuildings | 0 | 471013 |
| IRS990ScheduleD/TotalRevenuePerForm990 | 0 | 68759297 |
| IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt | 0 | 55654782 |
| IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt | 0 | 68680519 |
| IRS990ScheduleJ/EquityBasedCompArrangement | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg | 1 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg | 2 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg | 3 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg | 1 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg | 2 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg | 3 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs | 1 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs | 2 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs | 3 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs | 0 | 116080 |
| IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs | 1 | 115360 |
| IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs | 2 | 115420 |
| IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs | 3 | 115360 |
| IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg | 1 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg | 2 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg | 3 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs | 1 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs | 2 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs | 3 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg | 1 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg | 2 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg | 3 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs | 0 | 22736 |
| IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs | 1 | 22736 |
| IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs | 2 | 22736 |
| IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs | 3 | 22736 |
| IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson | 0 | TIMOTHY SYLVESTER |
| IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson | 1 | JAMES REYNOLDS |
| IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson | 2 | PETE MASTRANDREA |
| IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson | 3 | DAVE FENNELL |
| IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg | 1 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg | 2 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg | 3 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs | 0 | 15598 |
| IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs | 1 | 15598 |
| IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs | 2 | 15598 |
| IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs | 3 | 15598 |
| IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg | 1 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg | 2 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg | 3 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs | 1 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs | 2 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs | 3 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/Title | 0 | UNION TRUSTEE |
| IRS990ScheduleJ/Form990ScheduleJPartII/Title | 1 | UNION TRUSTEE |
| IRS990ScheduleJ/Form990ScheduleJPartII/Title | 2 | UNION TRUSTEE |
| IRS990ScheduleJ/Form990ScheduleJPartII/Title | 3 | UNION TRUSTEE |
| IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg | 1 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg | 2 | 0 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
- Assets
- $41,200,227
- Liabilities
- $1,016,572
- Net assets
- $40,183,655
- Revenue
- $68,759,297
- Expenses
- $55,755,989
- Net income
- $13,003,308
Peer Organizations
Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)9 • $50M-$100M nonprofits
Pittsburgh, PA
View OrganizationWheeling Pittsburgh Steel Corp Retiree Benefits Plan
501(c)9
Revenue$20,818,909
Assets$81,049,959
Revenue vs current organization
70% lowerAssets vs current organization
97% higherHouston, TX
View OrganizationTexas Gas Employee Welfare Benefits
501(c)9
Revenue$12,039,105
Assets$81,119,392
Revenue vs current organization
82% lowerAssets vs current organization
97% higherMilwaukee, WI
View OrganizationWisconsin Health Fund
501(c)9
Revenue$31,998,797
Assets$47,579,925
Revenue vs current organization
53% lowerAssets vs current organization
15% higherChicago, IL
View OrganizationNational YMCA Employee Benefits Trust
501(c)9
Revenue$78,006,395
Assets$28,212,600
Revenue vs current organization
13% higherAssets vs current organization
32% lower