Civic Intelligence

Health & Welfare Plan Local 854 Ibt

EIN 11-1774226 • 501(c)9 • New York, NY

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Profile

To provide health and related benefits to qualified participants and their dependents in the amounts and under the conditions as specified in the agreement and plan, in accordace with applicable law.

5 Grand Central East 1200New York, NY 10017

n/A

Siviq Scores

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

Liabilities / Assets

100th percentile

22.55x

Higher debt load relative to assets than 100% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

99th percentile

99.94x

Higher debt load relative to revenue than 99% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2025

Net Margin

17th percentile

-2408%

Higher net margin than 17% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2025

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

501(c)9 • <$500k nonprofits • Source year 2025

Asset Growth

59th percentile

-20%

Faster asset growth than 59% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

33rd percentile

-81%

Faster revenue growth than 33% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets100th percentile

Assets

Down

$23,411

Down $5,970 (-20%) from 2024

Liabilities

Up

$527,806

Up $220,215 (+72%) from 2024

Net Assets

Down

-$504,395

Down $226,185 (-81%) from 2024

Operations
Liabilities / Revenue99th percentileNet Margin17th percentile

Revenue

Down

$5,281

Down $22,323 (-81%) from 2024

Expenses

Up

$132,465

Up $123,079 (+1311%) from 2024

Net Income

Down

-$127,184

Down $145,402 (-798%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

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

$15M$10M$5.0M$0-$5.0MAssets 2011: $6,126,416Liabilities 2011: $131,649Net Assets 2011: $5,994,7672011Assets 2012: $6,314,842Liabilities 2012: $108,868Net Assets 2012: $6,205,9742012Assets 2013: $7,963,018Liabilities 2013: $75,160Net Assets 2013: $7,887,8582013Assets 2014: $8,673,159Liabilities 2014: $73,927Net Assets 2014: $8,599,2322014Assets 2015: $11,757,506Liabilities 2015: $142,759Net Assets 2015: $11,614,7472015Assets 2016: $13,078,420Liabilities 2016: $127,509Net Assets 2016: $12,950,9112016Assets 2017: $11,989,438Liabilities 2017: $168,914Net Assets 2017: $11,820,5242017Assets 2018: $9,156,432Liabilities 2018: $185,808Net Assets 2018: $8,970,6242018Assets 2019: $4,721,647Liabilities 2019: $177,408Net Assets 2019: $4,544,2392019Assets 2020: $3,054,681Liabilities 2020: $184,499Net Assets 2020: $2,870,1822020Assets 2021: $270,715Liabilities 2021: $116,225Net Assets 2021: $154,4902021Assets 2022: $22,579Liabilities 2022: $220,144Net Assets 2022: -$197,5652022Assets 2023: $11,163Liabilities 2023: $307,591Net Assets 2023: -$296,4282023Assets 2024: $29,381Liabilities 2024: $307,591Net Assets 2024: -$278,2102024Assets 2025: $23,411Liabilities 2025: $527,806Net Assets 2025: -$504,3952025

Highlighted filing

2025

Assets$23,411
Liabilities$527,806
Net Assets-$504,395
Open 2025 Filing

Operations Trend

Revenue Growth33rd percentile

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

$20M$10M$0-$10MRevenue 2011: $6,074,104Expenses 2011: $6,067,010Net Income 2011: $7,0942011Expenses 2012: $5,523,6202012Revenue 2013: $6,019,362Expenses 2013: $4,424,275Net Income 2013: $1,595,0872013Revenue 2014: $7,266,525Expenses 2014: $6,632,412Net Income 2014: $634,1132014Revenue 2015: $10,275,206Expenses 2015: $7,213,817Net Income 2015: $3,061,3892015Revenue 2016: $11,516,450Expenses 2016: $9,907,246Net Income 2016: $1,609,2042016Revenue 2017: $11,995,685Expenses 2017: $13,544,340Net Income 2017: -$1,548,6552017Revenue 2018: $13,787,526Expenses 2018: $16,314,143Net Income 2018: -$2,526,6172018Revenue 2019: $13,261,426Expenses 2019: $17,381,664Net Income 2019: -$4,120,2382019Revenue 2020: $9,800,305Expenses 2020: $11,063,532Net Income 2020: -$1,263,2272020Revenue 2021: $828,918Expenses 2021: $3,578,071Net Income 2021: -$2,749,1532021Revenue 2022: $98,170Expenses 2022: $450,225Net Income 2022: -$352,0552022Revenue 2023: $38,138Expenses 2023: $137,001Net Income 2023: -$98,8632023Revenue 2024: $27,604Expenses 2024: $9,386Net Income 2024: $18,2182024Revenue 2025: $5,281Expenses 2025: $132,465Net Income 2025: -$127,1842025

Highlighted filing

2025

Revenue$5,281
Expenses$132,465
Net Income-$127,184
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,411
Liabilities
$527,806
Net assets
-$504,395
Revenue
$5,281
Expenses
$132,465
Net income
-$127,184
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.02$0.53$0.50$0.01$0.13$0.13
2024Detailed filing. Detailed filing data is available for this year.$0.03$0.31$0.28$0.03$0.01$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.01$0.31$0.30$0.04$0.14$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.02$0.22$0.20$0.10$0.45$0.35
2021Detailed filing. Detailed filing data is available for this year.$0.27$0.12$0.15$0.83$3.58$2.75
2020Detailed filing. Detailed filing data is available for this year.$3.05$0.18$2.87$9.80$11.1$1.26
2019Detailed filing. Detailed filing data is available for this year.$4.72$0.18$4.54$13.3$17.4$4.12
2018Detailed filing. Detailed filing data is available for this year.$9.16$0.19$8.97$13.8$16.3$2.53
2017Detailed filing. Detailed filing data is available for this year.$12.0$0.17$11.8$12.0$13.5$1.55
2016Detailed filing. Detailed filing data is available for this year.$13.1$0.13$13.0$11.5$9.91$1.61
2015Detailed filing. Detailed filing data is available for this year.$11.8$0.14$11.6$10.3$7.21$3.06
2014Detailed filing. Detailed filing data is available for this year.$8.67$0.07$8.60$7.27$6.63$0.63
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.96$0.08$7.89$6.02$4.42$1.60
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.31$0.11$6.21$5.52
2011Summary only. Only limited summary data is available for this year.$6.13$0.13$5.99$6.07$6.07$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Feb 4, 2026
Return Version
2024v5.5
Gross Receipts
$5,281
Mission and Program Overview

Mission

To provide health and related benefits to qualified participants and their dependents in the amounts and under the conditions as specified in the agreement and plan, and in accordance with applicable law.

Program Services

DescriptionGrantsExpenses
THE PLAN PROVIDES HEALTH BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS.$0$0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEMOS DEMOPOULOSTrustee-$0--
RALPH BLASITrustee-$0--
KENNETH BARRETTTrustee-$0--
JOHN CURCIOTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Health & Welfare Plan Local No 854 Ibt
EIN
11-1774226
Phone
2123084200
Address
5 GRAND CENTRAL EAST 1200, NEW YORK, NY 10017

Signing Officer

Name
Demos P Demopoulos
Title
Trustee
Phone
2123084200
Signed
2026-02-04
Discuss with paid preparer
Yes

Preparer

Firm
Calibre CPA Group Pllc
Address
462 SEVENTH AVENUE 16TH FLOOR, NEW YORK, NY 10018
Preparer
Joseph R Morello
Phone
2126951300
Supplemental Narrative

Additional Explanations

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: accounts payable and accrued expenses. Beg. Of year amount: 393,573. End of year amount: 513,191. Description: due to related entity. Beg. Of year amount: 14,615. End of year amount: 14,615.”

Raw XML Appendix109 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum02123084200
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05 GRAND CENTRAL EAST 1200
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEW YORK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd010017
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030977
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023411
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-127184
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0119618
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030977
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023411
IRS990EZ/GrossReceiptsAmt05281
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-377211
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-504395
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-377211
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-504395
IRS990EZ/OccupancyRentUtltsAndMaintAmt012847
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DEMOS DEMOPOULOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RALPH BLASI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KENNETH BARRETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHN CURCIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE HEALTH AND RELATED BENEFITS TO QUALIFIED PARTICIPANTS AND THEIR DEPENDENTS IN THE AMOUNTS AND UNDER THE CONDITIONS AS SPECIFIED IN THE AGREEMENT AND PLAN, AND IN ACCORDANCE WITH APPLICABLE LAW.
IRS990EZ/ProgramServiceRevenueAmt05281
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PLAN PROVIDES HEALTH BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0408188
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0527806
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0132465
IRS990EZ/TotalRevenueAmt05281
IRS990EZ/TypeOfOrganizationOtherDesc0EMPLOYEE BENEFIT PLAN
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ACCOUNTS PAYABLE AND ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 393,573. END OF YEAR AMOUNT: 513,191. DESCRIPTION: DUE TO RELATED ENTITY. BEG. OF YEAR AMOUNT: 14,615. END OF YEAR AMOUNT: 14,615.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DEMOS P DEMOPOULOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02123084200
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEALTH & WELFARE PLAN LOCAL NO 854 IBT
ReturnHeader/Filer/BusinessNameControlTxt0HEAL
ReturnHeader/Filer/EIN0111774226
ReturnHeader/Filer/PhoneNum02123084200
ReturnHeader/Filer/USAddress/AddressLine1Txt05 GRAND CENTRAL EAST 1200
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010017
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470900880
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALIBRE CPA GROUP PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0462 SEVENTH AVENUE 16TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010018
ReturnHeader/PreparerPersonGrp/PhoneNum02126951300
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH R MORELLO
ReturnHeader/ReturnTs02026-02-04T14:12:48-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-05-01
ReturnHeader/TaxPeriodEndDt02025-04-30
ReturnHeader/TaxYr02024

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