Civic Intelligence

Local 298 Health Benefit Fund II

EIN 11-1955915 • 501(c)9 • Valley Stream, NY

NTEE Y43

View Organization Page

Profile

To provide health benefits to eligible participants

420 W Merrick RoadValley Stream, NY 11580

n/A

Siviq Scores

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

Liabilities / Assets

75th percentile

0.21x

Higher debt load relative to assets than 75% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

82nd percentile

0.20x

Higher debt load relative to revenue than 82% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Net Margin

83rd percentile

30%

Higher net margin than 83% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

98th percentile

$728,800

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 14.1% of source-year revenue.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Asset Growth

94th percentile

46%

Faster asset growth than 94% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

36%

Faster revenue growth than 84% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$4,947,409

Up $1,551,375 (+46%) from 2023

Liabilities

Up

$1,036,408

Up $501,907 (+94%) from 2023

Net Assets

Up

$3,911,001

Up $1,049,468 (+37%) from 2023

Operations
Liabilities / Revenue82nd percentileNet Margin83rd percentile

Revenue

Up

$5,174,866

Up $1,371,288 (+36%) from 2023

Expenses

Down

$3,621,972

Down $175,647 (-4.6%) from 2023

Net Income

Up

$1,552,894

Up $1,546,935 (+25960%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth94th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,110,350Liabilities 2011: $452,229Net Assets 2011: $1,658,1212011Assets 2012: $1,803,063Liabilities 2012: $159,485Net Assets 2012: $1,643,5782012Assets 2013: $1,661,407Liabilities 2013: $159,485Net Assets 2013: $1,501,9222013Assets 2014: $1,822,628Liabilities 2014: $315,337Net Assets 2014: $1,507,2912014Assets 2015: $1,740,663Liabilities 2015: $305,357Net Assets 2015: $1,435,3062015Assets 2016: $2,331,039Liabilities 2016: $439,310Net Assets 2016: $1,891,7292016Assets 2017: $2,654,060Liabilities 2017: $728,850Net Assets 2017: $1,925,2102017Assets 2018: $3,539,424Liabilities 2018: $738,429Net Assets 2018: $2,800,9952018Assets 2019: $3,236,081Liabilities 2019: $354,137Net Assets 2019: $2,881,9442019Assets 2020: $3,666,623Liabilities 2020: $329,825Net Assets 2020: $3,336,7982020Assets 2021: $3,667,434Liabilities 2021: $986,980Net Assets 2021: $2,680,4542021Assets 2022: $3,226,632Liabilities 2022: $365,099Net Assets 2022: $2,861,5332022Assets 2023: $3,396,034Liabilities 2023: $534,501Net Assets 2023: $2,861,5332023Assets 2024: $4,947,409Liabilities 2024: $1,036,408Net Assets 2024: $3,911,0012024

Highlighted filing

2024

Assets$4,947,409
Liabilities$1,036,408
Net Assets$3,911,001
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $2,511,9332011Expenses 2012: $2,868,5802012Revenue 2013: $2,517,381Expenses 2013: $2,659,037Net Income 2013: -$141,6562013Revenue 2014: $3,149,856Expenses 2014: $3,013,215Net Income 2014: $136,6412014Revenue 2015: $3,314,361Expenses 2015: $3,386,346Net Income 2015: -$71,9852015Revenue 2016: $3,937,943Expenses 2016: $3,481,520Net Income 2016: $456,4232016Revenue 2017: $4,260,993Expenses 2017: $4,227,512Net Income 2017: $33,4812017Revenue 2018: $4,235,567Expenses 2018: $3,359,782Net Income 2018: $875,7852018Revenue 2019: $4,431,770Expenses 2019: $4,350,821Net Income 2019: $80,9492019Revenue 2020: $4,593,117Expenses 2020: $4,138,263Net Income 2020: $454,8542020Revenue 2021: $4,460,186Expenses 2021: $4,321,788Net Income 2021: $138,3982021Revenue 2022: $3,852,311Expenses 2022: $3,671,232Net Income 2022: $181,0792022Revenue 2023: $3,803,578Expenses 2023: $3,797,619Net Income 2023: $5,9592023Revenue 2024: $5,174,866Expenses 2024: $3,621,972Net Income 2024: $1,552,8942024

Highlighted filing

2024

Revenue$5,174,866
Expenses$3,621,972
Net Income$1,552,894
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,947,409
Liabilities
$1,036,408
Net assets
$3,911,001
Revenue
$5,174,866
Expenses
$3,621,972
Net income
$1,552,894
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.95$1.04$3.91$5.17$3.62$1.55
2023Detailed filing. Detailed filing data is available for this year.$3.40$0.53$2.86$3.80$3.80$0.01
2022Detailed filing. Detailed filing data is available for this year.$3.23$0.37$2.86$3.85$3.67$0.18
2021Detailed filing. Detailed filing data is available for this year.$3.67$0.99$2.68$4.46$4.32$0.14
2020Detailed filing. Detailed filing data is available for this year.$3.67$0.33$3.34$4.59$4.14$0.45
2019Detailed filing. Detailed filing data is available for this year.$3.24$0.35$2.88$4.43$4.35$0.08
2018Detailed filing. Detailed filing data is available for this year.$3.54$0.74$2.80$4.24$3.36$0.88
2017Detailed filing. Detailed filing data is available for this year.$2.65$0.73$1.93$4.26$4.23$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.33$0.44$1.89$3.94$3.48$0.46
2015Detailed filing. Detailed filing data is available for this year.$1.74$0.31$1.44$3.31$3.39$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.82$0.32$1.51$3.15$3.01$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.66$0.16$1.50$2.52$2.66$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.80$0.16$1.64$2.87
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.11$0.45$1.66$2.51
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
May 8, 2025
Return Version
2023v6.0
Gross Receipts
$5,174,866
Mission and Program Overview

Mission

To provide health benefits to eligible participants

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,861,533$3,911,001▲ $1,049,468
Investments in Publicly Traded Securities$2,636,920$3,304,670▲ $667,750
Savings and Temporary Cash Investments$558,072$952,403▲ $394,331
Accounts Receivable$201,276$690,336▲ $489,060
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Cash and Non-Interest-Bearing Accounts$-234--
Total Assets$3,396,034$4,947,409▲ $1,551,375
Liabilities
Other Liabilities$524,747$1,028,173▲ $503,426
Accounts Payable and Accrued Expenses$9,754$8,235▼ $1,519
Total Liabilities$534,501$1,036,408▲ $501,907
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,861,533$3,911,001▲ $1,049,468
Total Liabilities and Net Assets / Fund Balance$3,396,034$4,947,409▲ $1,551,375
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Victor LagrecaFund Mgr.PT$179,126$150,000$329,126
Joseph GiovincoTrustee/fund Employee-$15,446$12,000$27,446
Ralph MascoloTrustee-$3,000-$3,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,952,561
Investment Income
$85,289
Other Revenue
$137,016
Change in Net Assets
$1,552,894
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$578,968
Other Expenses$393,332
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$2,649,672
Pension Plan Contributions---$252,871
Fees for Services Other---$247,806
Current Officers, Directors, Trustees, and Key Employees---$197,572
Other Salaries and Wages---$99,639
Fees for Services Legal---$34,800
Fees for Services Accounting---$30,200
Other Employee Benefits---$28,886
Occupancy---$18,280
Insurance---$9,963
Office Expenses---$5,116
Other Expenses---$3,500
Fees for Service Investment Mgmnt Fees---$2,738
Total Functional Expenses$0$0$0$3,621,972
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Reserve for Unpaid Claims$1,028,173
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“990 is presented at trustee meeting, reviewed by trustees and signed”

Form 990, Part VI, Section C, Line 19

“Organization files form 5500 which is a public document available for inspection. Governing documents are given to participants.”

Filing and Contact Details

Filer

Filer Name
Local 298 Health Fund Ii
EIN
11-1955915
Phone
5168726690
Address
420 W MERRICK ROAD, VALLEY STREAM, NY 11580

Signing Officer

Name
Victor Lagreca
Title
Fund Manager
Phone
5168726690
Signed
2025-05-08

Organization Details

Principal Officer
Victor Lagreca
Formed
1958
Legal Domicile
Ny
Voting Board Members
2
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Lawrence S Fischer CPA
Address
92 DOSORIS LANE, GLEN COVE, NY 11542
Preparer
Lawrence Fischer
Phone
5167590801
Raw XML Appendix355 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
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IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0201 W VALLEY STREAM BLVD
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IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
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IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
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IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GroupReturnForAffiliatesInd00
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IRS990/OperateHospitalInd00
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IRS990/ProgramServiceRevenueGrp/Desc1STOP LOSS INSURANCE RE
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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0990 IS PRESENTED AT TRUSTEE MEETING, REVIEWED BY TRUSTEES AND SIGNED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZATION FILES FORM 5500 WHICH IS A PUBLIC DOCUMENT AVAILABLE FOR INSPECTION. GOVERNING DOCUMENTS ARE GIVEN TO PARTICIPANTS.
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0201 W VALLEY STREAM BLVD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1201 W VALLEY STREAM BLVD
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IRS990/VotingMembersGoverningBodyCnt02
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IRS990/WebsiteAddressTxt0N/A
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0VICTOR LAGRECA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FUND MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum05168726690
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCAL 298 HEALTH FUND II
ReturnHeader/Filer/BusinessNameControlTxt0LOCA
ReturnHeader/Filer/EIN0111955915
ReturnHeader/Filer/PhoneNum05168726690
ReturnHeader/Filer/USAddress/AddressLine1Txt0420 W MERRICK ROAD
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0522326815
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LAWRENCE S FISCHER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt092 DOSORIS LANE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLEN COVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011542
ReturnHeader/PreparerPersonGrp/PhoneNum05167590801
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAWRENCE FISCHER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-08T11:23:49-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-08-01
ReturnHeader/TaxPeriodEndDt02024-07-31
ReturnHeader/TaxYr02023

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