Civic Intelligence

Local No 5 Muncipal Employees Benefit Trust Fund

EIN 11-2567086 • 501(c)9 • Floral Park, NY

View Organization Page

Profile

To provide suppplemental medical related benefits to members

24 Van Siclen AvenueFloral Park, NY 11001-2013
Siviq Scores

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

Liabilities / Assets

60th percentile

0.01x

Higher debt load relative to assets than 60% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

78th percentile

0.10x

Higher debt load relative to revenue than 78% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2025

Net Margin

82nd percentile

44%

Higher net margin than 82% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

501(c)9 • $1M-$5M nonprofits • Source year 2025

Asset Growth

62nd percentile

7.2%

Faster asset growth than 62% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

56th percentile

7.5%

Faster revenue growth than 56% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$2,343,603

Up $157,983 (+7.2%) from 2024

Liabilities

Up

$34,958

Up $2,958 (+9.2%) from 2024

Net Assets

Up

$2,308,645

Up $155,025 (+7.2%) from 2024

Operations
Liabilities / Revenue78th percentileNet Margin82nd percentile

Revenue

Up

$348,634

Up $24,370 (+7.5%) from 2024

Expenses

Up

$193,609

Up $26,433 (+16%) from 2024

Net Income

Down

$155,025

Down $2,063 (-1.3%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $739,633Liabilities 2010: $6,000Net Assets 2010: $733,6332010Assets 2011: $833,977Liabilities 2011: $18,275Net Assets 2011: $815,7022011Assets 2012: $966,552Liabilities 2012: $19,500Net Assets 2012: $947,0522012Assets 2013: $1,143,857Liabilities 2013: $19,500Net Assets 2013: $1,124,3572013Assets 2014: $1,225,483Liabilities 2014: $19,500Net Assets 2014: $1,205,9832014Assets 2015: $1,219,706Liabilities 2015: $19,500Net Assets 2015: $1,200,2062015Assets 2016: $1,309,928Liabilities 2016: $24,500Net Assets 2016: $1,285,4282016Assets 2017: $1,484,129Liabilities 2017: $34,500Net Assets 2017: $1,449,6292017Assets 2018: $1,438,525Liabilities 2018: $34,500Net Assets 2018: $1,404,0252018Assets 2019: $1,687,650Liabilities 2019: $49,800Net Assets 2019: $1,637,8502019Assets 2020: $1,833,060Liabilities 2020: $49,400Net Assets 2020: $1,783,6602020Assets 2021: $2,094,325Liabilities 2021: $57,000Net Assets 2021: $2,037,3252021Assets 2022: $1,815,671Liabilities 2022: $0Net Assets 2022: $1,815,6712022Assets 2023: $2,025,437Liabilities 2023: $30,000Net Assets 2023: $1,995,4372023Assets 2024: $2,185,620Liabilities 2024: $32,000Net Assets 2024: $2,153,6202024Assets 2025: $2,343,603Liabilities 2025: $34,958Net Assets 2025: $2,308,6452025

Highlighted filing

2025

Assets$2,343,603
Liabilities$34,958
Net Assets$2,308,645
Open 2025 Filing

Operations Trend

Revenue Growth56th percentile

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

$400K$200K$0-$200KExpenses 2010: $70,3032010Revenue 2011: $161,198Expenses 2011: $79,129Net Income 2011: $82,0692011Revenue 2012: $213,313Expenses 2012: $81,963Net Income 2012: $131,3502012Revenue 2013: $153,175Expenses 2013: $92,634Net Income 2013: $60,5412013Revenue 2014: $175,813Expenses 2014: $94,200Net Income 2014: $81,6132014Revenue 2015: $145,055Expenses 2015: $150,832Net Income 2015: -$5,7772015Revenue 2016: $210,206Expenses 2016: $124,984Net Income 2016: $85,2222016Revenue 2017: $299,054Expenses 2017: $134,855Net Income 2017: $164,1992017Revenue 2018: $95,356Expenses 2018: $140,960Net Income 2018: -$45,6042018Revenue 2019: $391,390Expenses 2019: $169,619Net Income 2019: $221,7712019Revenue 2020: $309,769Expenses 2020: $154,259Net Income 2020: $155,5102020Revenue 2021: $397,262Expenses 2021: $143,597Net Income 2021: $253,6652021Revenue 2022: $224,161Expenses 2022: $98,406Net Income 2022: $125,7552022Revenue 2023: $370,483Expenses 2023: $160,717Net Income 2023: $209,7662023Revenue 2024: $324,264Expenses 2024: $167,176Net Income 2024: $157,0882024Revenue 2025: $348,634Expenses 2025: $193,609Net Income 2025: $155,0252025

Highlighted filing

2025

Revenue$348,634
Expenses$193,609
Net Income$155,025
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$2,343,603
Liabilities
$34,958
Net assets
$2,308,645
Revenue
$348,634
Expenses
$193,609
Net income
$155,025
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.34$0.03$2.31$0.35$0.19$0.16
2024Detailed filing. Detailed filing data is available for this year.$2.19$0.03$2.15$0.32$0.17$0.16
2023Detailed filing. Detailed filing data is available for this year.$2.03$0.03$2.00$0.37$0.16$0.21
2022Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.22$0.10$0.13
2021Detailed filing. Detailed filing data is available for this year.$2.09$0.06$2.04$0.40$0.14$0.25
2020Detailed filing. Detailed filing data is available for this year.$1.83$0.05$1.78$0.31$0.15$0.16
2019Detailed filing. Detailed filing data is available for this year.$1.69$0.05$1.64$0.39$0.17$0.22
2018Detailed filing. Detailed filing data is available for this year.$1.44$0.03$1.40$0.10$0.14$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.48$0.03$1.45$0.30$0.13$0.16
2016Detailed filing. Detailed filing data is available for this year.$1.31$0.02$1.29$0.21$0.12$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.22$0.02$1.20$0.15$0.15$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.23$0.02$1.21$0.18$0.09$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.14$0.02$1.12$0.15$0.09$0.06
2012Summary only. Only limited summary data is available for this year.$0.97$0.02$0.95$0.21$0.08$0.13
2011Summary only. Only limited summary data is available for this year.$0.83$0.02$0.82$0.16$0.08$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.01$0.73$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 15, 2026
Return Version
2025v4.0
Gross Receipts
$348,634
Mission and Program Overview

Mission

To pay supplemental medical benefits to members of the collective bargaining unit - new york city municipal workers covered under their cba with the local

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,064,060$2,257,008▲ $192,948
Cash and Non-Interest-Bearing Accounts$121,560$86,595▼ $34,965
Total Assets$2,185,620$2,343,603▲ $157,983
Liabilities
Accounts Payable and Accrued Expenses$32,000$34,958▲ $2,958
Total Liabilities$32,000$34,958▲ $2,958
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,153,620$2,308,645▲ $155,025
Total Net Assets Fund Balance$2,153,620$2,308,645▲ $155,025
Total Liabilities and Net Assets / Fund Balance$2,185,620$2,343,603▲ $157,983
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
KEVIN O'BRIENTrustee
Thomas RyanTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$119,169
Investment Income
$229,465
Other Revenue
$0
Change in Net Assets
$155,025
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$34,926
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$158,683--$158,683
Fees for Services Accounting$4,500--$4,500
Other Expenses$1,800--$1,800
Office Expenses$1,126--$1,126
Total Functional Expenses$193,609$0$0$193,609
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
Federal income taxes-
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 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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

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

“The audited financial statement and the 990 is reviewed and discussed before filing of the 990, including a detailed review of the investment and expenses”

Filing and Contact Details

Filer

Filer Name
Local No 5 Muncipal Employees Benefit Trust Fund
EIN
11-2567086
Phone
7183564900
Address
24 VAN SICLEN AVENUE, FLORAL PARK, NY 11001-2013

Signing Officer

Name
Thomas Ryan
Title
Trustee
Phone
7183564900
Signed
2026-02-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas Ryan
Formed
1985
Legal Domicile
Ny
Voting Board Members
2
Independent Board Members
2
Employees
0

Preparer

Firm
Donald R Valane CPA Pc
Address
1652 FALMOUTH AVENUE, NEW HYDE PARK, NY 11040
Preparer
Donald R Valane
Phone
2129672305
Raw XML Appendix266 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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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW HYDE PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011040
ReturnHeader/PreparerPersonGrp/PhoneNum02129672305
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD R VALANE
ReturnHeader/ReturnTs02026-02-15T01:51:17-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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