Civic Intelligence

United Welfare Fund of Amalamated Local Union 355

990 • Fiscal year 2013 • EIN 11-1823976

May 01, 2012 to Apr 30, 2013 • Filed on Mar 11, 2014

Organization ProfileN/A

View Organization Page

138-50 Queens BlvdNew Rochelle, NY 11435
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

6th percentile

0.00x

Higher debt load relative to assets than 6% of similar nonprofits.

2013 filings • $250M-$1B nonprofits • Source year 2013

Liabilities / Revenue

8th percentile

0.00x

Higher debt load relative to revenue than 8% of similar nonprofits.

2013 filings • $250M-$1B nonprofits • Source year 2013

Net Margin

41st percentile

4.6%

Higher net margin than 41% of similar nonprofits.

2013 filings • $250M-$1B nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

15th percentile

-0.4%

Faster asset growth than 15% of similar nonprofits.

2013 filings • $250M-$1B nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets6th percentile

Assets

Down

$493,063,126

Down $1,771,223 (-0.4%) from 2012

Net Assets

Down

$492,399,155

Down $583,975 (-0.1%) from 2012

Liabilities

Down

$663,971

Down $1,187,248 (-64%) from 2012

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin41st percentile

Revenue

$170,733,921

No earlier filing loaded for comparison.

Expenses

Down

$162,805,615

Down $3,061,681 (-1.8%) from 2012

Net Income

$7,928,306

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600M$400M$200M$0Assets 2010: $480,759,041Liabilities 2010: $3,076,648Net Assets 2010: $477,682,3932010Assets 2011: $487,638,177Liabilities 2011: $2,590,493Net Assets 2011: $485,047,6842011Assets 2012: $494,834,349Liabilities 2012: $1,851,219Net Assets 2012: $492,983,1302012Assets 2013: $493,063,126Liabilities 2013: $663,971Net Assets 2013: $492,399,1552013Assets 2014: $490,749,248Liabilities 2014: $1,473,054Net Assets 2014: $489,276,1942014Assets 2015: $512,720,607Liabilities 2015: $2,410,286Net Assets 2015: $510,310,3212015Assets 2016: $513,889,710Liabilities 2016: $2,261,737Net Assets 2016: $511,627,9732016Assets 2017: $518,205,048Liabilities 2017: $2,366,949Net Assets 2017: $515,838,0992017Assets 2018: $518,010,672Liabilities 2018: $2,346,172Net Assets 2018: $515,664,5002018Assets 2019: $536,913,753Liabilities 2019: $2,231,890Net Assets 2019: $534,681,8632019Assets 2020: $566,453,119Liabilities 2020: $1,923,898Net Assets 2020: $564,529,2212020Assets 2021: $587,072,303Liabilities 2021: $3,819,652Net Assets 2021: $583,252,6512021Assets 2022: $539,950,213Liabilities 2022: $3,629,930Net Assets 2022: $536,320,2832022Assets 2023: $534,072,115Liabilities 2023: $10,916,169Net Assets 2023: $523,155,9462023Assets 2024: $549,647,736Liabilities 2024: $10,537,931Net Assets 2024: $539,109,8052024Assets 2025: $562,609,849Liabilities 2025: $8,660,048Net Assets 2025: $553,949,8012025

Highlighted filing

2013

Assets$493,063,126
Liabilities$663,971
Net Assets$492,399,155
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300M$200M$100M$0-$100MExpenses 2010: $159,990,6682010Expenses 2011: $166,859,1072011Expenses 2012: $165,867,2962012Revenue 2013: $170,733,921Expenses 2013: $162,805,615Net Income 2013: $7,928,3062013Revenue 2014: $165,891,155Expenses 2014: $158,975,225Net Income 2014: $6,915,9302014Revenue 2015: $176,353,039Expenses 2015: $156,365,812Net Income 2015: $19,987,2272015Revenue 2016: $173,156,714Expenses 2016: $171,380,124Net Income 2016: $1,776,5902016Revenue 2017: $178,264,270Expenses 2017: $168,045,238Net Income 2017: $10,219,0322017Revenue 2018: $185,080,182Expenses 2018: $174,909,664Net Income 2018: $10,170,5182018Revenue 2019: $192,777,975Expenses 2019: $180,384,150Net Income 2019: $12,393,8252019Revenue 2020: $184,894,188Expenses 2020: $170,878,197Net Income 2020: $14,015,9912020Revenue 2021: $196,426,928Expenses 2021: $171,703,371Net Income 2021: $24,723,5572021Revenue 2022: $188,463,045Expenses 2022: $207,452,512Net Income 2022: -$18,989,4672022Revenue 2023: $211,235,056Expenses 2023: $218,896,683Net Income 2023: -$7,661,6272023Revenue 2024: $224,519,776Expenses 2024: $203,481,537Net Income 2024: $21,038,2392024Revenue 2025: $200,904,387Expenses 2025: $212,382,805Net Income 2025: -$11,478,4182025

Highlighted filing

2013

Revenue$170,733,921
Expenses$162,805,615
Net Income$7,928,306
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2012 to Apr 30, 2013
Signed
Mar 11, 2014
Return Version
2012v2.1
Gross Receipts
$298,908,672
Mission and Program Overview

Mission

To provide health, security, death and other supplemental welfare benefits to eligible participants and their beneficiaries.

Filing and Contact Details

Filer

EIN
11-1823976
Raw XML AppendixShowing 400 of 606 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/ProgramServiceRevenue/Description1PARTICIPANTS' CONTRIBUTIONS
IRS990/ProgramServiceRevenuePriorYear0154337591
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome0152431810
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome15285273
IRS990/ProgramServiceRevenue/TotalRevenueColumn0152431810
IRS990/ProgramServiceRevenue/TotalRevenueColumn15285273
IRS990/ProhibitedTaxShelterTrans00
IRS990/ReconcilationOtherChanges00
IRS990/ReconcilationRevenueExpenses07928306
IRS990/ReconciliationUnrealizedInvest0-8512281
IRS990/RegularMonitoringEnforcement01
IRS990/RelatedEntity00
IRS990/RelatedOrgControlledEntity00
IRS990/RentalIncomeOrLoss/Real0-19053
IRS990/ReportFin48Footnote01
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip01
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities00
IRS990/ReportProgRelInvest00
IRS990/RetainedEarningsEndowmentEtc/BOY0492983130
IRS990/RetainedEarningsEndowmentEtc/EOY0492399155
IRS990/RevenuesLessExpensesCY07928306
IRS990/RevenuesLessExpensesPriorYear03467874
IRS990/SalariesEtcCurrentYear02741249
IRS990/SalariesEtcPriorYear02988937
IRS990/SavingsAndTempCashInvestments/BOY03385415
IRS990/SavingsAndTempCashInvestments/EOY04476858
IRS990/ScheduleBRequired00
IRS990ScheduleD/Equipment/BookValue0133179
IRS990ScheduleD/Equipment/Depreciation0441627
IRS990ScheduleD/Equipment/OtherCostOrOtherBasis0574806
IRS990ScheduleD/ExpensesNotRptdF99000
IRS990ScheduleD/ExpensesNotRptdOnFinStmt0338197
IRS990ScheduleD/ExpensesSubtotal0162467418
IRS990ScheduleD/FootnoteInPartXIII0X
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0THE PLAN (AND ITS RELATED TRUST) ARE INTENDED TO BE EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE (IRC), AS AMENDED AND HAS OBTAINED A FAVORABLE DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED FEBRUARY 1986. THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN'S TRUSTEES AND THE PLAN'S LEGAL COUNSEL BELIEVE THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. THE PLAN'S MANAGEMENT EVALUATES TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZES A TAX LIABILITY OR ASSET IF AN UNCERTAIN TAX POSITION WAS TAKEN AND IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE TAX YEARS PRIOR TO 2010.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0PART X, LINE 2:
IRS990ScheduleD/InvestmentExpensesNotIncluded0338197
IRS990ScheduleD/InvestmentExpensesNotIncluded20338197
IRS990ScheduleD/LeaseholdImprovements/BookValue0204397
IRS990ScheduleD/LeaseholdImprovements/Depreciation0198302
IRS990ScheduleD/LeaseholdImprovements/OtherCostOrOtherBasis0402699
IRS990ScheduleD/NetUnrealizedGainsInvestments0-8512281
IRS990ScheduleD/RevenueNotRptdF9900-8512281
IRS990ScheduleD/RevenueNotRptdOnFinStmt0338197
IRS990ScheduleD/RevenueSubtotal0170395724
IRS990ScheduleD/TotalExpensesPerForm9900162805615
IRS990ScheduleD/TotalOfBookValueLandBuildings0337576
IRS990ScheduleD/TotalRevenuePerForm9900170733921
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt0162467418
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt0161883443
IRS990ScheduleJ/BoardOrCommitteeApproval0X
IRS990ScheduleJ/EquityBasedCompArrangement00
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg0222748

Document Assets

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$493,063,126
Liabilities
$663,971
Net assets
$492,399,155
Revenue
$170,733,921
Expenses
$162,805,615
Net income
$7,928,306
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$563$8.66$554$201$212$11.5
2024Detailed filing. Detailed filing data is available for this year.$550$10.5$539$225$203$21.0
2023Detailed filing. Detailed filing data is available for this year.$534$10.9$523$211$219$7.66
2022Detailed filing. Detailed filing data is available for this year.$540$3.63$536$188$207$19.0
2021Detailed filing. Detailed filing data is available for this year.$587$3.82$583$196$172$24.7
2020Detailed filing. Detailed filing data is available for this year.$566$1.92$565$185$171$14.0
2019Detailed filing. Detailed filing data is available for this year.$537$2.23$535$193$180$12.4
2018Detailed filing. Detailed filing data is available for this year.$518$2.35$516$185$175$10.2
2017Detailed filing. Detailed filing data is available for this year.$518$2.37$516$178$168$10.2
2016Detailed filing. Detailed filing data is available for this year.$514$2.26$512$173$171$1.78
2015Detailed filing. Detailed filing data is available for this year.$513$2.41$510$176$156$20.0
2014Detailed filing. Detailed filing data is available for this year.$491$1.47$489$166$159$6.92
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$493$0.66$492$171$163$7.93
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$495$1.85$493$166
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$488$2.59$485$167
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$481$3.08$478$160