Civic Intelligence

Local 805 Welfare Fund

990 • Fiscal year 2016 • EIN 13-1620897

Feb 01, 2015 to Jan 31, 2016 • Filed on Nov 23, 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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

38th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Net Margin

99th percentile

181%

Higher net margin than 99% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

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.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Asset Growth

1st percentile

-100%

Faster asset growth than 1% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

1st percentile

-91%

Faster revenue growth than 1% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $786,446 (-100%) from 2015

Net Assets

Up

$0

Up $1,602,646 (+100%) from 2015

Liabilities

Down

$0

Down $2,389,092 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin99th percentile

Revenue

Down

$904,274

Down $9,563,385 (-91%) from 2015

Expenses

Down

-$728,860

Down $11,799,083 (-107%) from 2015

Net Income

Up

$1,633,134

Up $2,235,698 (+371%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth1st 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

2016

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

Operations Trend

Revenue Growth1st 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

2016

Revenue$904,274
Expenses-$728,860
Net Income$1,633,134
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2015 to Jan 31, 2016
Signed
Nov 23, 2016
Return Version
2015v2.0
Gross Receipts
$1,309,188
Mission and Program Overview

Mission

To provide health and welfare benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$313,751$0▼ $313,751
Investments in Publicly Traded Securities$297,859$0▼ $297,859
Cash and Non-Interest-Bearing Accounts$118,698$0▼ $118,698
Savings and Temporary Cash Investments$30,196$0▼ $30,196
Prepaid Expenses and Deferred Charges$942$0▼ $942
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-$0-
Rtn Earn Endowment Incm Other Fnds$-1,602,646--
Total Assets$786,446$0▼ $786,446
Other Assets Total$25,000$0▼ $25,000
Liabilities
Other Liabilities$2,296,939--
Accounts Payable and Accrued Expenses$91,113--
Deferred Revenue$1,040--
Total Liabilities$2,389,092$0▼ $2,389,092
Net Assets / Fund Balance
Total Net Assets Fund Balance$-1,602,646$0▲ $1,602,646
Total Liabilities and Net Assets / Fund Balance$786,446$0▼ $786,446
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
Savasta And Company INC3rd Party Administra60 BROAD STREET 37TH FL, New York, NY 10004$220,071
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$870,821
Investment Income
$20,588
Other Revenue
$12,865
Change in Net Assets
$1,633,134

Audited Revenue Reconciliation

Revenue per Audited Statements
$904,274
Revenue Not Reported on Form 990
$-32,232
Total Revenue per Audited Statements
$872,042
Total Revenue per Form 990
$904,274
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$352,528
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
Fees for Services Other---$235,371
Fees for Services Legal---$84,654
Fees for Services Accounting---$13,807
Other Expenses---$8,470
Office Expenses---$7,135
Fees for Service Investment Mgmnt Fees---$1,745
Insurance---$1,159
Conferences and Meetings---$187
Benefits to Members---$-1,081,388
Total Functional Expenses$0$0$0$-728,860

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,551,735
Total Expenses per Audited Statements$1,551,735
Total Expenses per Form 990$-728,860
Expenses Not Reported on Financial Statements$-2,280,595
Other Expense Adjustments$-2,280,595
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-
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
2016-11-23
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
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IRS990ScheduleD/RevenueSubtotalAmt0904274
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IRS990ScheduleD/TotalRevenuePerForm990Amt0904274
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IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0The Plan spent down all its assets - no assets were transferred to another entity.
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt1Due to the Local 805 Welfare Fund's (the "Plan")declining financial status, the United Wire Metal & Machine Health & Welfare Fund (United Wire) is paying participant claims incurred prior to March 1, 2015 and thereafter. The Boards of Trustees of the Plan and United Wire did not technically merge, but the Board of Trustees of the Plan has taken the position that the Plan and United Wire did merge de facto as of March 1, 2015, meaning that United Wire approved the merger by their performance in paying the Plans members claims incurred prior to March 1, 2015 and thereafter. As a consequence, the Plan was terminated effective March 1, 2015. The Plan's assets were exhausted to pay claims and expenses; no assets were transferred to United Wire.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 3 - Asset Distribution Not in Accordance with Governing Instruments
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc1Sch N, Part III, Additional Information
IRS990/ScheduleORequiredInd0true
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/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd4N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd5N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd6N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd7N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd8N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd9N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd10N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd11N/A
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0AMSTERDAM TOBACCO CO INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1CANTEEN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2CENTER CANDY CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3FORDHAM UNIVERSITY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4GLOBE WHOLESALE CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5HAROLD LEVINSON ASSOC INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6JESUITS OF FORDHAM- LOYOLA HALL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7LOCAL 805 IBT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8MARTIN GUTLOVE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9NEW YORK PROVINCE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt10PANASONIC-DIV MATSUSHITA ELECT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt11ROSE TRUCKING CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt12SODEXO INC EF SCHOOLS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt13SUNRISE CANDY & TOBACCO CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt14T& R TOBACCO SALES CO INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt15WHITE ROSE FOOD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt16YELLOW FREIGHT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt17NY RACING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt18UMO RECYCLING CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt19ATM Contracting
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Local 805 Pension Fund
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0131917612
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 (A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Multi-Employer Pension Plan
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt060 Broad Street 37 Fl
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0New York

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$904,274
Expenses
-$728,860
Net income
$1,633,134
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$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