Civic Intelligence

Local 805 Welfare Fund

990 • Fiscal year 2015 • EIN 13-1620897

Feb 01, 2014 to Jan 31, 2015 • Filed on Jan 22, 2016

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

100th percentile

3.04x

Higher debt load relative to assets than 100% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

80th percentile

0.23x

Higher debt load relative to revenue than 80% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Net Margin

24th percentile

-5.8%

Higher net margin than 24% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Asset Growth

84th percentile

17%

Faster asset growth than 84% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

68th percentile

9.5%

Faster revenue growth than 68% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets100th percentile

Assets

Up

$786,446

Up $112,176 (+17%) from 2014

Net Assets

Down

-$1,602,646

Down $621,269 (-63%) from 2014

Liabilities

Up

$2,389,092

Up $733,445 (+44%) from 2014

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin24th percentile

Revenue

Up

$10,467,659

Up $905,874 (+9.5%) from 2014

Expenses

Up

$11,070,223

Up $277,044 (+2.6%) from 2014

Net Income

Up

-$602,564

Up $628,830 (+51%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2015

Assets$786,446
Liabilities$2,389,092
Net Assets-$1,602,646
Open 2015 Filing

Operations Trend

Revenue Growth68th 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

2015

Revenue$10,467,659
Expenses$11,070,223
Net Income-$602,564
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2014 to Jan 31, 2015
Signed
Jan 22, 2016
Return Version
2014v6.0
Gross Receipts
$11,164,413
Mission and Program Overview

Mission

To provide health and welfare benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$48,477$313,751▲ $265,274
Investments in Publicly Traded Securities$617,190$297,859▼ $319,331
Cash and Non-Interest-Bearing Accounts$-10,731$118,698▲ $129,429
Savings and Temporary Cash Investments$19,154$30,196▲ $11,042
Prepaid Expenses and Deferred Charges$180$942▲ $762
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-$0-
Rtn Earn Endowment Incm Other Fnds$-981,377$-1,602,646▼ $621,269
Total Assets$674,270$786,446▲ $112,176
Other Assets Total-$25,000-
Liabilities
Other Liabilities$1,587,631$2,296,939▲ $709,308
Accounts Payable and Accrued Expenses$44,728$91,113▲ $46,385
Deferred Revenue$23,288$1,040▼ $22,248
Total Liabilities$1,655,647$2,389,092▲ $733,445
Net Assets / Fund Balance
Total Net Assets Fund Balance$-981,377$-1,602,646▼ $621,269
Total Liabilities and Net Assets / Fund Balance$674,270$786,446▲ $112,176
Compensation and Service Providers
Top Officer Pay47th 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 processing1 LIBERTY PLAZA, New York, NY 10006$346,622
Savasta And Company INC3rd Party Administra60 BROAD STREET 37TH FL, New York, NY 10004$297,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$10,419,192
Investment Income
$45,145
Other Revenue
$3,322
Change in Net Assets
$-602,564

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,467,659
Revenue Not Reported on Form 990
$-23,188
Total Revenue per Audited Statements
$10,444,471
Total Revenue per Form 990
$10,467,659
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$928,182
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---$10,142,041
Fees for Services Other---$817,413
Fees for Services Legal---$74,928
Fees for Services Accounting---$20,668
Office Expenses---$5,997
Fees for Service Investment Mgmnt Fees---$4,483
Conferences and Meetings---$4,174
Insurance---$519
Total Functional Expenses$0$0$0$11,070,223

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$11,070,223
Expenses per Audited Statements$10,368,401
Total Expenses per Audited Statements$10,368,401
Expenses Not Reported on Financial Statements$701,822
Other Expense Adjustments$701,822
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$2,282,339
oTHER PAYABLE$14,600
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

Filer Name
Local 805 Welfare Fund
EIN
13-1620897
Phone
2123084200
Address
60 BROAD STREET 37TH FL, NEW YORK, NY 10004

Signing Officer

Name
Alexandra E Pope
Title
Trustee
Signed
2016-01-22
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

Firm
Gould Kobrick & Schlapp Pc
Address
3 PARK AVE 14TH FL, NEW YORK, NY 10016-5902
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 $697339 Investment fees $4483”

Raw XML AppendixShowing 400 of 487 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/Desc0CLAIMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1oTHER PAYABLE
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Changes in claims payable $697339 Investment fees $4483
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S
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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/RelatedOrganizationName/BusinessNameLine1Txt2CANTEEN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3CENTER CANDY CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4FORDHAM UNIVERSITY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5FREIMAN COATED FABRIC CORP
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt11NEW YORK PROVINCE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt12PANASONIC-DIV MATSUSHITA ELECT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt13ROSE TRUCKING CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt14SODEXO INC EF SCHOOLS
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt16T& R TOBACCO SALES CO INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt17UNIVERSAL METAL & ORE CO INC
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt19YELLOW FREIGHT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt20SUMMIT IMPORTS
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Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$786,446
Liabilities
$2,389,092
Net assets
-$1,602,646
Revenue
$10,467,659
Expenses
$11,070,223
Net income
-$602,564
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
2015Detailed filing. Detailed filing data is available for this year.$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