Civic Intelligence

Local 805 Welfare Fund

990 • Fiscal year 2014 • EIN 13-1620897

Feb 01, 2013 to Jan 31, 2014 • Filed on Nov 26, 2014

Organization ProfileN/A

View Organization Page

60 Broad Street 37th FLNew York, NY 10004

(212) 308-4200

Siviq Scores

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

Liabilities / Assets

98th percentile

2.46x

Higher debt load relative to assets than 98% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

75th percentile

0.17x

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

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Net Margin

16th percentile

-13%

Higher net margin than 16% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Asset Growth

5th percentile

-44%

Faster asset growth than 5% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

50th percentile

3.7%

Faster revenue growth than 50% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$674,270

Down $523,525 (-44%) from 2013

Net Assets

Down

-$981,377

Down $1,221,719 (-508%) from 2013

Liabilities

Up

$1,655,647

Up $698,194 (+73%) from 2013

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin16th percentile

Revenue

Up

$9,561,785

Up $339,034 (+3.7%) from 2013

Expenses

Up

$10,793,179

Up $1,892,699 (+21%) from 2013

Net Income

Down

-$1,231,394

Down $1,553,665 (-482%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MAssets 2011: $2,255,446Liabilities 2011: $1,640,722Net Assets 2011: $614,7242011Assets 2012: $1,185,694Liabilities 2012: $1,272,413Net Assets 2012: -$86,7192012Assets 2013: $1,197,795Liabilities 2013: $957,453Net Assets 2013: $240,3422013Assets 2014: $674,270Liabilities 2014: $1,655,647Net Assets 2014: -$981,3772014Assets 2015: $786,446Liabilities 2015: $2,389,092Net Assets 2015: -$1,602,6462015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2014

Assets$674,270
Liabilities$1,655,647
Net Assets-$981,377
Open 2014 Filing

Operations Trend

Revenue Growth50th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $7,988,0612011Revenue 2012: $9,344,752Expenses 2012: $10,110,168Net Income 2012: -$765,4162012Revenue 2013: $9,222,751Expenses 2013: $8,900,480Net Income 2013: $322,2712013Revenue 2014: $9,561,785Expenses 2014: $10,793,179Net Income 2014: -$1,231,3942014Revenue 2015: $10,467,659Expenses 2015: $11,070,223Net Income 2015: -$602,5642015Revenue 2016: $904,274Expenses 2016: -$728,860Net Income 2016: $1,633,1342016

Highlighted filing

2014

Revenue$9,561,785
Expenses$10,793,179
Net Income-$1,231,394
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2013 to Jan 31, 2014
Signed
Nov 26, 2014
Return Version
2013v3.1
Gross Receipts
$9,952,850
Mission and Program Overview

Mission

To provide health and welfare benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$326,221$617,190▲ $290,969
Accounts Receivable$107,520$48,477▼ $59,043
Savings and Temporary Cash Investments$89,180$19,154▼ $70,026
Prepaid Expenses and Deferred Charges$388$180▼ $208
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Cash and Non-Interest-Bearing Accounts$641,557$-10,731▼ $652,288
Rtn Earn Endowment Incm Other Fnds$240,342$-981,377▼ $1,221,719
Total Assets$1,197,795$674,270▼ $523,525
Other Assets Total$32,929$0▼ $32,929
Liabilities
Other Liabilities$890,374$1,587,631▲ $697,257
Accounts Payable and Accrued Expenses$67,079$44,728▼ $22,351
Deferred Revenue-$23,288-
Total Liabilities$957,453$1,655,647▲ $698,194
Net Assets / Fund Balance
Total Net Assets Fund Balance$240,342$-981,377▼ $1,221,719
Total Liabilities and Net Assets / Fund Balance$1,197,795$674,270▼ $523,525
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Alexandra E PopeTrustee
Andrew BasileTrustee
Arthur KatzTrustee
Barry FeldmanTrustee
Charles CassensTrustee
John LaganaTrustee
Leonard SchwartzTrustee
WILLIAM O'BAYLEYTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Empire Healthchoice Assurance INCClaims processing-$316,627
Savasta And Company INC3rd Party Administra-$286,768
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,550,708
Investment Income
$11,077
Other Revenue
$0
Change in Net Assets
$-1,231,394

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,561,785
Revenue Not Reported on Form 990
$3,833
Total Revenue per Audited Statements
$9,565,618
Total Revenue per Form 990
$9,561,785
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$867,285
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---$9,925,894
Fees for Services Other---$774,826
Fees for Services Legal---$43,123
Fees for Services Accounting---$29,367
Office Expenses---$10,512
Fees for Service Investment Mgmnt Fees---$5,842
Conferences and Meetings---$3,160
Insurance---$455
Total Functional Expenses$0$0$0$10,793,179

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$10,793,179
Expenses per Audited Statements$10,092,710
Total Expenses per Audited Statements$10,092,710
Expenses Not Reported on Financial Statements$700,469
Other Expense Adjustments$700,469
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
Claims Payable$1,585,000
Due to Related Organization$2,631
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
No
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

“A copy of irs form 990 is provided to each trustee before it is filed with the irs.”

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

“Governing documents, conflict of interest policy, and financial statements are not made available to the public.”

Filing and Contact Details

Filer

EIN
13-1620897
Phone
2123084200

Signing Officer

Name
Alexandra E Pope
Title
Trustee
Signed
2014-11-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alexandra E Pope
Formed
1950
Legal Domicile
Ny
Voting Board Members
8
Independent Board Members
8
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 claims payable $694627 Investment fees $5842”

Raw XML AppendixShowing 400 of 496 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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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12631
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO RELATED ORGANIZATION
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Changes in claims payable $694627 Investment fees $5842
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S
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IRS990ScheduleD/TotalLiabilityAmt01587631
IRS990ScheduleD/TotalRevenuePerForm990Amt09561785
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF IRS FORM 990 IS PROVIDED TO EACH TRUSTEE BEFORE IT IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd2N/A
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine12CANTEEN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine13CENTER CANDY CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine14FORDHAM UNIVERSITY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine15FREIMAN COATED FABRIC CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine16GLOBE WHOLESALE CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine17GUTLOVE & SHIRVINT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine18HAROLD LEVINSON ASSOC INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine19JESUITS OF FORDHAM- LOYOLA HALL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine110LOCAL 805 IBT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine111MARTIN GUTLOVE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine112NEW YORK PROVINCE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine113PANASONIC-DIV MATSUSHITA ELECT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine114ROSE TRUCKING CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine115SODEXO INC EF SCHOOLS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine116SUNRISE CANDY & TOBACCO CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine117T& R TOBACCO SALES CO INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine118UNIVERSAL METAL & ORE CO INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine119WHITE ROSE FOOD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine120YELLOW FREIGHT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine121SUMMIT IMPORTS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine122NY RACING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine123SOUTH BEACH NOVELTIES & CONFECTIONERY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine124UMO RECYCLING CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine125YRC WORLDWIDE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine126HLA 8

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$674,270
Liabilities
$1,655,647
Net assets
-$981,377
Revenue
$9,561,785
Expenses
$10,793,179
Net income
-$1,231,394
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.90$0.73$1.63
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$2.39$1.60$10.5$11.1$0.60
2014Detailed filing. Detailed filing data is available for this year.$0.67$1.66$0.98$9.56$10.8$1.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.20$0.96$0.24$9.22$8.90$0.32
2012Summary only. Only limited summary data is available for this year.$1.19$1.27$0.09$9.34$10.1$0.77
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.26$1.64$0.61$7.99
Peer Organizations

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