Civic Intelligence

United Welfare Fund of Amalamated Local Union 355

990 • Fiscal year 2014 • EIN 11-1823976

May 01, 2013 to Apr 30, 2014 • Filed on Mar 16, 2015

Organization ProfileN/A

View Organization Page

138-50 Queens BlvdNew Rochelle, NY 11435

(718) 658-4848

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

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

2014 filings • $250M-$1B nonprofits • Source year 2014

Liabilities / Revenue

8th percentile

0.01x

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

2014 filings • $250M-$1B nonprofits • Source year 2014

Net Margin

39th percentile

4.2%

Higher net margin than 39% of similar nonprofits.

2014 filings • $250M-$1B nonprofits • Source year 2014

Top Officer Pay

25th percentile

$360,727

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2014 filings • $250M-$1B nonprofits • Source year 2014

Asset Growth

17th percentile

-0.5%

Faster asset growth than 17% of similar nonprofits.

2014 filings • $250M-$1B nonprofits • Annualized from 2013 to 2014

Revenue Growth

21st percentile

-2.8%

Faster revenue growth than 21% of similar nonprofits.

2014 filings • $250M-$1B nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets8th percentile

Assets

Down

$490,749,248

Down $2,313,878 (-0.5%) from 2013

Net Assets

Down

$489,276,194

Down $3,122,961 (-0.6%) from 2013

Liabilities

Up

$1,473,054

Up $809,083 (+122%) from 2013

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin39th percentile

Revenue

Down

$165,891,155

Down $4,842,766 (-2.8%) from 2013

Expenses

Down

$158,975,225

Down $3,830,390 (-2.4%) from 2013

Net Income

Down

$6,915,930

Down $1,012,376 (-13%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth17th 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

2014

Assets$490,749,248
Liabilities$1,473,054
Net Assets$489,276,194
Open 2014 Filing

Operations Trend

Revenue Growth21st percentile

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

2014

Revenue$165,891,155
Expenses$158,975,225
Net Income$6,915,930
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2013 to Apr 30, 2014
Signed
Mar 16, 2015
Return Version
2013v4.0
Gross Receipts
$247,343,927
Mission and Program Overview

Mission

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

SEE SCHEDULE O.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$492,399,155$489,276,194▼ $3,122,961
Investments in Publicly Traded Securities$478,792,953$476,730,380▼ $2,062,573
Cash and Non-Interest-Bearing Accounts$1,902,758$4,121,535▲ $2,218,777
Accounts Receivable$5,282,225$4,036,360▼ $1,245,865
Savings and Temporary Cash Investments$4,476,858$3,216,940▼ $1,259,918
Investments Other Securities$2,200,000$2,200,000→ $0
Land, Buildings, and Equipment, Net$337,576$370,872▲ $33,296
Prepaid Expenses and Deferred Charges$70,756$73,161▲ $2,405
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$493,063,126$490,749,248▼ $2,313,878
Liabilities
Deferred Revenue$347,826$1,312,190▲ $964,364
Accounts Payable and Accrued Expenses$316,145$160,864▼ $155,281
Total Liabilities$663,971$1,473,054▲ $809,083
Net Assets / Fund Balance
Total Net Assets Fund Balance$492,399,155$489,276,194▼ $3,122,961
Total Liabilities and Net Assets / Fund Balance$493,063,126$490,749,248▼ $2,313,878

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$182,698$476,420$659,118
Leasehold Improvements$188,174$235,379$423,553
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steven R Elliott JrCIOFT$264,894$95,833$360,727
Joseph M PecoraWelfare AdminFT$259,647$92,886$352,533
Sam MatthewsInformation Tech.FT$189,344$62,722$252,066
Matthew T PowerInformation Tech.FT$191,378$50,224$241,602
Geraldine DorseyMemb Serv Dept HdFT$131,878$37,483$169,361
Steven R Elliott SrBusiness ManagerFT$123,037$2,187$125,224

Board Members and Trustees

NameTitle
Agostino VonaEmplyr Trustee
Carl CurcioEmplyr Trustee
Carol BarkinEmplyr Trustee
Donald BarkinEmplyr Trustee
Jay GeorgeEmplyr Trustee
Larry AmatulliEmplyr Trustee
Paul StendardiEmplyr Trustee
Steven BarnaEmplyr Trustee
Charles ShimkusUnion Trustee
James ScagnelliUnion Trustee
Jonathan S AmesUnion Trustee
Kevin BarryUnion Trustee
Lori AmesUnion Trustee
Peter Devito JrUnion Trustee
Sean CullinanUnion Trustee
Troy AndersonUnion Trustee
Edward L Byrne SrSecurity Admin

Highest Paid Contractors

ContractorServicesLocationCompensation
Richard M Greenspan PCLegal-$497,596
BlackrockInvestment Mgmt-$260,000
MillimanActuarial Consulting-$175,311
Nixon Peabody LLCLegal-$113,225
Bollam Sheedy Torani & Co LLPAudit-$104,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$155,474,773
Investment Income
$10,431,286
Other Revenue
$-14,904
Change in Net Assets
$6,915,930

Audited Revenue Reconciliation

Revenue per Audited Statements
$165,565,878
Revenue Not Reported on Financial Statements
$325,277
Revenue Not Reported on Form 990
$-10,038,891
Total Revenue per Audited Statements
$155,526,987
Total Revenue per Form 990
$165,891,155
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$10,569,012
Salaries, Compensation, and Employee Benefits$2,978,513
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$145,427,700
Other Salaries and Wages---$1,804,537
Occupancy---$937,018
Fees for Services Legal---$696,215
Other Employee Benefits---$615,809
Current Officers, Directors, Trustees, and Key Employees---$348,112
Fees for Service Investment Mgmnt Fees---$325,277
Insurance---$234,592
Fees for Services Other---$215,248
Office Expenses---$189,622
Travel---$141,508
Payroll Taxes---$131,346
Information Technology---$110,613
Fees for Services Accounting---$96,000
Pension Plan Contributions---$78,709
Depreciation Depletion---$71,871
Conferences and Meetings---$38,752
Other Expenses---$32,841
Total Functional Expenses$0$0$0$158,975,225

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$158,975,225
Expenses per Audited Statements$158,649,948
Total Expenses per Audited Statements$158,649,948
Expenses Not Reported on Financial Statements$325,277
Expenses Not Reported on Form 990$0
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
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Steven R Elliott SrFamily MemberEmploymentNo$125,224
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
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
Yes
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, Section A, Line 2

“Carol barkin and donald barkin - family relationship jonathan s. Ames and lori ames - family relationship”

Form 990, Part VI, Section B, Line 11

“A draft of the form 990 was prepared by the outside accounting firm with assistance from fund personnel and legal counsel and presented to the controller for initial review. The controller then circulated a copy of the draft form 990 to the fund administrator, fund's trustees, officers and legal counsel. After further review and completion of any open items, the final document was circulated to all of the officers and trustees, who, after their own review, were canvassed for approval for acceptance and authorization to file the form 990 before its due date.”

Form 990, Part VI, Section B, Line 12C

“The trustees of the fund at their regular meetings take up the business of the organization which may include instances where a conflict of interest may have occurred or is subject of discussion. If a conflict of interest is presented, the trustees take appropriate action with any conflicted member abstaining from participation in the discussion and vote. All trustees, officers and employees are covered by conflict of interest policy.”

Form 990, Part VI, Section C, Line 19

“The fund's governing documents, conflict of interest policy and financial statements are available to all members upon request. Documents are made available to the public to the extent required by law.”

FORM 990, PART VII - COLUMN (B) AVG HOURS:

“Hours recorded are an estimate of average hours worked per week amongst the tax exempt organizations that the individual holds position in, where work is assigned as a required component of the person's primary employment. As allocated, work time is devoted to provide necessary support and services needed by the respective organizations' programs.”

Filing and Contact Details

Filer

EIN
11-1823976
Phone
7186584848

Signing Officer

Name
Edward L Byrne Sr
Title
Security Admin
Phone
7186584848
Signed
2015-03-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Edward L Byrne Sr
Formed
1956
Legal Domicile
Ny
Voting Board Members
16
Independent Board Members
16
Employees
18
Volunteers
0

Preparer

Preparer
Patrick C Stines
Phone
2126618640
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1

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

Financial Statement Notes

PART X, LINE 2:

“The 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.”

Raw XML AppendixShowing 400 of 589 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/Form990PartVIISectionAGrp/OtherCompensationAmt222187
IRS990/Form990PartVIISectionAGrp/PersonNm0JONATHAN S AMES
IRS990/Form990PartVIISectionAGrp/PersonNm1LORI AMES
IRS990/Form990PartVIISectionAGrp/PersonNm2PETER DEVITO JR
IRS990/Form990PartVIISectionAGrp/PersonNm3CHARLES SHIMKUS
IRS990/Form990PartVIISectionAGrp/PersonNm4TROY ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm5JAMES SCAGNELLI
IRS990/Form990PartVIISectionAGrp/PersonNm6KEVIN BARRY
IRS990/Form990PartVIISectionAGrp/PersonNm7SEAN CULLINAN
IRS990/Form990PartVIISectionAGrp/PersonNm8DONALD BARKIN
IRS990/Form990PartVIISectionAGrp/PersonNm9LARRY AMATULLI
IRS990/Form990PartVIISectionAGrp/PersonNm10STEVEN BARNA
IRS990/Form990PartVIISectionAGrp/PersonNm11JAY GEORGE
IRS990/Form990PartVIISectionAGrp/PersonNm12AGOSTINO VONA
IRS990/Form990PartVIISectionAGrp/PersonNm13PAUL STENDARDI
IRS990/Form990PartVIISectionAGrp/PersonNm14CARL CURCIO
IRS990/Form990PartVIISectionAGrp/PersonNm15CAROL BARKIN
IRS990/Form990PartVIISectionAGrp/PersonNm16EDWARD L BYRNE SR
IRS990/Form990PartVIISectionAGrp/PersonNm17JOSEPH M PECORA
IRS990/Form990PartVIISectionAGrp/PersonNm18GERALDINE DORSEY
IRS990/Form990PartVIISectionAGrp/PersonNm19SAM MATTHEWS
IRS990/Form990PartVIISectionAGrp/PersonNm20MATTHEW T POWER
IRS990/Form990PartVIISectionAGrp/PersonNm21STEVEN R ELLIOTT JR
IRS990/Form990PartVIISectionAGrp/PersonNm22STEVEN R ELLIOTT SR
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17278765
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18136878
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19206344
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20196378
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21282467
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22123037
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/TitleTxt0UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8EMPLYR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9EMPLYR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10EMPLYR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11EMPLYR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12EMPLYR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13EMPLYR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14EMPLYR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15EMPLYR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16SECURITY ADMIN
IRS990/Form990PartVIISectionAGrp/TitleTxt17WELFARE ADMIN
IRS990/Form990PartVIISectionAGrp/TitleTxt18MEMB SERV DEPT HD
IRS990/Form990PartVIISectionAGrp/TitleTxt19INFORMATION TECH.
IRS990/Form990PartVIISectionAGrp/TitleTxt20INFORMATION TECH.
IRS990/Form990PartVIISectionAGrp/TitleTxt21CIO
IRS990/Form990PartVIISectionAGrp/TitleTxt22BUSINESS MANAGER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01956
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-2248157
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt079189711
IRS990/GrossReceiptsAmt0247343927
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt09
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0110613
IRS990/InsuranceGrp/TotalAmt0234592
IRS990/InvestmentIncomeGrp/ExclusionAmt012679443
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt012679443
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02200000
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02200000
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0478792953
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0476730380
IRS990/IRPDocumentCnt05713
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0711799
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0337576
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0370872
IRS990/LandBldgEquipCostOrOtherBssAmt01082671
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt081437868
IRS990/LessRentalExpensesGrp/RealAmt014904
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH, SECURITY, DEATH AND OTHER SUPPLEMENTAL WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0492399155
IRS990/NetAssetsOrFundBalancesEOYAmt0489276194
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-2248157
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-2248157
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0-14904
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-14904
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-10038891
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0937018
IRS990/OfficeExpensesGrp/TotalAmt0189622
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0615809
IRS990/OtherExpensesGrp/Desc0NET REIMB. EXPENSES
IRS990/OtherExpensesGrp/Desc1HEALTH BENEFIT CONFEREN
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/TotalAmt07435856
IRS990/OtherExpensesGrp/TotalAmt143599
IRS990/OtherExpensesGrp/TotalAmt232841
IRS990/OtherSalariesAndWagesGrp/TotalAmt01804537
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0131346
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt078709
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt070756
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt073161
IRS990/PrincipalOfficerNm0EDWARD L BYRNE SR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYERS' CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANTS' CONTRIBUTIONS
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13915213
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0151559560
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13915213
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0150250768
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt013035891
IRS990/PYOtherExpensesAmt09813598
IRS990/PYOtherRevenueAmt0-19053
IRS990/PYProgramServiceRevenueAmt0157717083
IRS990/PYRevenuesLessExpensesAmt07928306
IRS990/PYSalariesCompEmpBnftPaidAmt02741249
IRS990/PYTotalExpensesAmt0162805615
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0170733921
IRS990/ReconcilationRevenueExpnssAmt06915930
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0-14904
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0492399155
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0489276194
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04476858
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03216940
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0182698
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0476420
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0659118
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0325277
IRS990ScheduleD/ExpensesSubtotalAmt0158649948
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0325277
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0325277
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0188174
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0235379

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$490,749,248
Liabilities
$1,473,054
Net assets
$489,276,194
Revenue
$165,891,155
Expenses
$158,975,225
Net income
$6,915,930
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