Civic Intelligence

Craft Division of Local 1049 Health and Welfare Fund

990 • Fiscal year 2013 • EIN 11-6043757

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 13, 2014

Organization ProfileWWW.IBEW1049.ORG

View Organization Page

745 Old Willets Path11788

(631) 234-1803

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$27,807,766

Flat from 2013

Net Assets

Down

$25,383,825

Down $143,491 (-0.6%) from 2013

Liabilities

Up

$2,423,941

Up $143,491 (+6.3%) from 2013

Revenue And Expenses

Revenue

Flat

$13,165,012

Flat from 2013

Expenses

Up

$11,175,531

Up $143,491 (+1.3%) from 2013

Net Income

Down

$1,989,481

Down $143,491 (-6.7%) from 2013

Historical Trend

Balance Sheet Trend

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

$150M$100M$50M$0Assets 2010: $15,395,684Liabilities 2010: $1,374,516Net Assets 2010: $14,021,1682010Assets 2011: $16,204,749Liabilities 2011: $1,619,934Net Assets 2011: $14,584,8152011Assets 2012: $27,806,537Liabilities 2012: $4,735,054Net Assets 2012: $23,071,4832012Assets 2013: $27,807,766Liabilities 2013: $2,423,941Net Assets 2013: $25,383,8252013Assets 2013: $27,807,766Liabilities 2013: $2,280,450Net Assets 2013: $25,527,3162013Assets 2014: $28,177,621Liabilities 2014: $2,342,766Net Assets 2014: $25,834,8552014Assets 2015: $28,125,940Liabilities 2015: $2,782,517Net Assets 2015: $25,343,4232015Assets 2016: $36,941,249Liabilities 2016: $3,209,665Net Assets 2016: $33,731,5842016Assets 2017: $51,024,040Liabilities 2017: $4,347,968Net Assets 2017: $46,676,0722017Assets 2018: $63,318,396Liabilities 2018: $7,848,939Net Assets 2018: $55,469,4572018Assets 2019: $80,936,462Liabilities 2019: $9,371,477Net Assets 2019: $71,564,9852019Assets 2020: $100,632,318Liabilities 2020: $12,104,656Net Assets 2020: $88,527,6622020Assets 2021: $111,214,879Liabilities 2021: $10,573,706Net Assets 2021: $100,641,1732021Assets 2022: $99,615,250Liabilities 2022: $9,639,500Net Assets 2022: $89,975,7502022Assets 2023: $111,919,620Liabilities 2023: $8,109,788Net Assets 2023: $103,809,8322023Assets 2024: $127,313,699Liabilities 2024: $8,287,590Net Assets 2024: $119,026,1092024

Highlighted filing

2013

Assets$27,807,766
Liabilities$2,423,941
Net Assets$25,383,825
Open 2013 Filing

Operations Trend

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

$40M$30M$20M$10M$0Expenses 2010: $8,866,2142010Revenue 2011: $11,839,556Expenses 2011: $10,198,015Net Income 2011: $1,641,5412011Expenses 2012: $10,308,9812012Revenue 2013: $13,165,012Expenses 2013: $11,175,531Net Income 2013: $1,989,4812013Revenue 2013: $13,165,012Expenses 2013: $11,032,040Net Income 2013: $2,132,9722013Revenue 2014: $13,653,958Expenses 2014: $12,979,331Net Income 2014: $674,6272014Revenue 2015: $14,743,450Expenses 2015: $13,560,383Net Income 2015: $1,183,0672015Revenue 2016: $21,321,844Expenses 2016: $14,218,894Net Income 2016: $7,102,9502016Revenue 2017: $27,474,274Expenses 2017: $16,402,669Net Income 2017: $11,071,6052017Revenue 2018: $33,623,142Expenses 2018: $20,142,109Net Income 2018: $13,481,0332018Revenue 2019: $32,718,675Expenses 2019: $22,711,200Net Income 2019: $10,007,4752019Revenue 2020: $37,375,280Expenses 2020: $24,740,411Net Income 2020: $12,634,8692020Revenue 2021: $39,132,489Expenses 2021: $25,456,752Net Income 2021: $13,675,7372021Revenue 2022: $26,931,810Expenses 2022: $22,571,160Net Income 2022: $4,360,6502022Revenue 2023: $27,723,174Expenses 2023: $23,505,423Net Income 2023: $4,217,7512023Revenue 2024: $37,426,895Expenses 2024: $24,820,983Net Income 2024: $12,605,9122024

Highlighted filing

2013

Revenue$13,165,012
Expenses$11,175,531
Net Income$1,989,481
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 13, 2014
Return Version
2013v3.1
Gross Receipts
$28,055,785
Mission and Program Overview

Mission

To provide health & other benefits to eligibile participants.

To provide health & welfare benefits to eligibile participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$23,071,483$25,383,825▲ $2,312,342
Investments in Publicly Traded Securities$15,706,348$17,031,478▲ $1,325,130
Savings and Temporary Cash Investments$8,303,031$8,460,921▲ $157,890
Cash and Non-Interest-Bearing Accounts$192,963$1,069,318▲ $876,355
Accounts Receivable$3,414,111$1,006,339▼ $2,407,772
Prepaid Expenses and Deferred Charges$3,384$3,442▲ $58
Land, Buildings, and Equipment, Net$77$0▼ $77
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$27,806,537$27,807,766▲ $1,229
Other Assets Total$186,623$236,268▲ $49,645
Liabilities
Other Liabilities$4,647,606$2,324,882▼ $2,322,724
Accounts Payable and Accrued Expenses$83,861$98,219▲ $14,358
Deferred Revenue$3,587$840▼ $2,747
Total Liabilities$4,735,054$2,423,941▼ $2,311,113
Net Assets / Fund Balance
Total Net Assets Fund Balance$23,071,483$25,383,825▲ $2,312,342
Total Liabilities and Net Assets / Fund Balance$27,806,537$27,807,766▲ $1,229

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$1,269$1,269
Equipment-$1,086$1,086
Compensation and Service Providers

Board Members and Trustees

NameTitle
Richard Reedformer Trustee
Jeannine DevlinFund Director
Donald Daley JrTrustee
James BrownTrustee
Jessica HalpinTrustee
Joseph HauglandTrustee
Michael GilchristTrustee
Pierce BrennanTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$12,201,903
Investment Income
$953,457
Other Revenue
$9,652
Change in Net Assets
$1,989,481

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,164,997
Revenue Not Reported on Financial Statements
$15
Revenue Not Reported on Form 990
$322,861
Total Revenue per Audited Statements
$13,487,858
Total Revenue per Form 990
$13,165,012
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$256,769
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---$10,918,762
Fees for Services Other---$43,551
Fees for Services Accounting---$20,120
Information Technology---$18,260
Fees for Services Legal---$13,612
Office Expenses---$5,722
Insurance---$4,595
Other Expenses---$1,010
Depreciation Depletion---$77
Fees for Service Investment Mgmnt Fees---$15
Total Functional Expenses$0$0$0$11,175,531

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$11,175,531
Expenses per Audited Statements$10,651,209
Total Expenses per Audited Statements$10,651,209
Expenses Not Reported on Financial Statements$524,322
Other Expense Adjustments$524,307
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefit Obligations$2,230,802
Reciprocal Payables$83,084
Due to Related Organization$10,996
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Federal form 990 is reviewed and approved by the board of trustee before it is filed with the irs.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Each employee annually signs a statement which affirms that such person:a) Has received a copy of the Conflict of Interest Policy,b) Has read and understand the Policy,c) Has agreed to comply with the Policy, andd) Understands that the Fund is a tax-exempt organization and that in order to maintain its federal tax exemption, it must engage primarily in activities which accomplish one or more of its tax-exempt purposes.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Not made available to the general public.”

Filing and Contact Details

Filer

EIN
11-6043757
Phone
6312341803

Signing Officer

Name
Donald Daley Jr
Title
Trustee
Signed
2014-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donald Daley Jr
Formed
1990
Legal Domicile
Ny
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Preparer
Steven T Schlapp
Phone
2125649451
Supplemental Narrative

Financial Statement Notes

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Changes in benefit obligations $524307”

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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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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2RECIPROCAL PAYABLES
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CHANGES IN BENEFIT OBLIGATIONS $524307
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FEDERAL FORM 990 IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEE BEFORE IT IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Each employee annually signs a statement which affirms that such person:a) Has received a copy of the Conflict of Interest Policy,b) Has read and understand the Policy,c) Has agreed to comply with the Policy, andd) Understands that the Fund is a tax-exempt organization and that in order to maintain its federal tax exemption, it must engage primarily in activities which accomplish one or more of its tax-exempt purposes.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NOT MADE AVAILABLE TO THE GENERAL PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,807,766
Liabilities
$2,423,941
Net assets
$25,383,825
Revenue
$13,165,012
Expenses
$11,175,531
Net income
$1,989,481
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$127$8.29$119$37.4$24.8$12.6
2023Detailed filing. Detailed filing data is available for this year.$112$8.11$104$27.7$23.5$4.22
2022Detailed filing. Detailed filing data is available for this year.$99.6$9.64$90.0$26.9$22.6$4.36
2021Detailed filing. Detailed filing data is available for this year.$111$10.6$101$39.1$25.5$13.7
2020Detailed filing. Detailed filing data is available for this year.$101$12.1$88.5$37.4$24.7$12.6
2019Detailed filing. Detailed filing data is available for this year.$80.9$9.37$71.6$32.7$22.7$10.0
2018Detailed filing. Detailed filing data is available for this year.$63.3$7.85$55.5$33.6$20.1$13.5
2017Detailed filing. Detailed filing data is available for this year.$51.0$4.35$46.7$27.5$16.4$11.1
2016Detailed filing. Detailed filing data is available for this year.$36.9$3.21$33.7$21.3$14.2$7.10
2015Detailed filing. Detailed filing data is available for this year.$28.1$2.78$25.3$14.7$13.6$1.18
2014Detailed filing. Detailed filing data is available for this year.$28.2$2.34$25.8$13.7$13.0$0.67
2013Detailed filing. Detailed filing data is available for this year.$27.8$2.42$25.4$13.2$11.2$1.99
2013Detailed filing. Detailed filing data is available for this year.$27.8$2.28$25.5$13.2$11.0$2.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.8$4.74$23.1$10.3
2011Summary only. Only limited summary data is available for this year.$16.2$1.62$14.6$11.8$10.2$1.64
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.4$1.37$14.0$8.87