Civic Intelligence

Welfare Fund Local 640 Iatse

EIN 11-6009101 • 501(c)9 • Wading River, NY

View Organization Page

Profile

To provide group health insurance benefits to participants.

PO Box 448Wading River, NY 11792
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2016

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2016

Asset Growth

46th percentile

-100%

Faster asset growth than 46% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

11th percentile

-100%

Faster revenue growth than 11% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $43,571 (-100%) from 2015

Liabilities

Down

$0

Down $33,742 (-100%) from 2015

Net Assets

Down

$0

Down $9,829 (-100%) from 2015

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $3,110 (-100%) from 2015

Expenses

Up

$9,829

Up $7,977 (+431%) from 2015

Net Income

Down

-$9,829

Down $11,087 (-881%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$300K$200K$100K$0Assets 2011: $232,410Liabilities 2011: $7,336Net Assets 2011: $225,0742011Assets 2012: $171,933Liabilities 2012: $37,711Net Assets 2012: $134,2222012Assets 2013: $72,272Liabilities 2013: $20,660Net Assets 2013: $51,6122013Assets 2014: $48,007Liabilities 2014: $39,436Net Assets 2014: $8,5712014Assets 2015: $43,571Liabilities 2015: $33,742Net Assets 2015: $9,8292015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2016

Assets$0
Liabilities$0
Net Assets$0
Open 2016 Filing

Operations Trend

Revenue Growth11th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $209,311Expenses 2011: $255,697Net Income 2011: -$46,3862011Expenses 2012: $192,1382012Revenue 2013: $38,285Expenses 2013: $120,895Net Income 2013: -$82,6102013Revenue 2014: $6,191Expenses 2014: $49,232Net Income 2014: -$43,0412014Revenue 2015: $3,110Expenses 2015: $1,852Net Income 2015: $1,2582015Revenue 2016: $0Expenses 2016: $9,829Net Income 2016: -$9,8292016

Highlighted filing

2016

Revenue$0
Expenses$9,829
Net Income-$9,829
Open 2016 Filing

Filings

Most recent year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$0
Expenses
$9,829
Net income
-$9,829
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.10$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.44$0.34$0.10$0.03$0.02$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.48$0.39$0.09$0.06$0.49$0.43
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.21$0.52$0.38$1.21$0.83
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.72$0.38$1.34$1.92
2011Summary only. Only limited summary data is available for this year.$2.32$0.07$2.25$2.09$2.56$0.46
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Apr 10, 2017
Return Version
2015v3.0
Gross Receipts
$0
Mission and Program Overview

Mission

To provide group health insurance benefits to participants.

Program Services

DescriptionGrantsExpenses
TO PROVIDE GROUP HEALTH INSURANCE BENEFITS TO PARTICIPANTS.--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT B GOTTSCHALK JRFund ManagerPT$0--
TIMOTHY KINGTrustee-$0--
JESSE MAGANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Welfare Fund Local 640 IATSE
EIN
11-6009101
In Care Of
% ROBERT GOTTSCHALK
Address
PO Box 448, Wading River, NY 11792

Signing Officer

Name
Robert Gottschalk
Title
Fund Manager
Phone
6316806962
Signed
2017-04-10
Discuss with paid preparer
Yes

Preparer

Firm
Berdon LLP
Address
One Jericho Plaza, Jericho, NY 11753
Preparer
Joseph Reinhardt
Phone
5169313100
Supplemental Narrative

Additional Explanations

Form 990EZ Part I Line 16

“Description:BANK CHARGES Amount:30”

Form 990EZ Part I Line 16

“Description:INSURANCE Amount:264”

Form 990EZ Part II Line 24

“Description:PARTICIPANTS CONTRIBUTIONS BOY Amount:22489 EOY Amount:”

Form 990EZ Part II Line 26

“Description:DUE TO AFFILIATE BOY Amount:33742 EOY Amount:”

Raw XML Appendix141 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ROBERT GOTTSCHALK
IRS990EZ/BooksInCareOfDetail/PhoneNum06316806962
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 448
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WADING RIVER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd011792
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03723
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt00
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9829
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt09535
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt043571
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt00
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09829
IRS990EZ/NetAssetsOrFundBalancesEOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09829
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBERT B GOTTSCHALK JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TIMOTHY KING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JESSE MAGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0FUND MANAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt039848
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0294
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE GROUP HEALTH INSURANCE BENEFITS TO PARTICIPANTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE GROUP HEALTH INSURANCE BENEFITS TO PARTICIPANTS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt033742
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt09829
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0WELFARE BENEFIT
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0ACCOUNTING FEES
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc1ATTORNEY FEES
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0130485070
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN1260873462
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt05000
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt14535
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0LLP
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt1LLP
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0ACTUAL CASH PAYMENT
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt1ACTUAL CASH PAYMENT
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/PersonNm0BERDON LLP
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/PersonNm1ARCHER BYINGTON GLENNON LEVINE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0ONE JERICHO PLAZA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt1ONE HUNTINGTON QUADRANGLE 4C10
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0JERICHO
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm1MELVILLE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0NY
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd1NY
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd011758
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd111747
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description:BANK CHARGES Amount:30
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description:INSURANCE Amount:264
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description:PARTICIPANTS CONTRIBUTIONS BOY Amount:22489 EOY Amount:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description:DUE TO AFFILIATE BOY Amount:33742 EOY Amount:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990EZ PART II LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990EZ PART II LINE 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT GOTTSCHALK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FUND MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum06316806962
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Welfare Fund Local 640 IATSE
ReturnHeader/Filer/BusinessNameControlTxt0WELF
ReturnHeader/Filer/EIN0116009101
ReturnHeader/Filer/InCareOfNm0% ROBERT GOTTSCHALK
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 448
ReturnHeader/Filer/USAddress/CityNm0Wading River
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011792
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Berdon LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One Jericho Plaza
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Jericho
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011753
ReturnHeader/PreparerPersonGrp/PhoneNum05169313100
ReturnHeader/PreparerPersonGrp/PreparationDt02017-04-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH REINHARDT
ReturnHeader/ReturnTs02017-04-13T16:24:20-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.