Civic Intelligence

Local 966 Health Fund

EIN 13-1911036 • 501(c)9 • Long Island City, NY

View Organization Page

Profile

The health fund's mission is to deliver health benefits to its members and dependents which further the common interests of the membership.

45-06 Pearson Street 2nd FloorLong Island City, NY 11101

n/A

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.81x

Higher debt load relative to assets than 92% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

91st percentile

0.29x

Higher debt load relative to revenue than 91% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Source year 2024

Net Margin

10th percentile

-99%

Higher net margin than 10% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

69th percentile

$3,125

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

501(c)9 • $500k-$1M nonprofits • Source year 2024

Asset Growth

21st percentile

-69%

Faster asset growth than 21% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-86%

Faster revenue growth than 3% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Down

$232,034

Down $527,592 (-69%) from 2023

Liabilities

Up

$188,138

Up $93,241 (+98%) from 2023

Net Assets

Down

$43,896

Down $620,833 (-93%) from 2023

Operations
Liabilities / Revenue91st percentileNet Margin10th percentile

Revenue

Down

$640,590

Down $3,960,484 (-86%) from 2023

Expenses

Down

$1,274,085

Down $3,754,399 (-75%) from 2023

Net Income

Down

-$633,495

Down $206,085 (-48%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,202,084Liabilities 2010: $52,417Net Assets 2010: $1,149,6672010Assets 2011: $763,031Liabilities 2011: $38,118Net Assets 2011: $724,9132011Assets 2012: $644,060Liabilities 2012: $92,908Net Assets 2012: $551,1522012Assets 2013: $633,691Liabilities 2013: $66,347Net Assets 2013: $567,3442013Assets 2014: $489,026Liabilities 2014: $94,796Net Assets 2014: $394,2302014Assets 2015: $649,840Liabilities 2015: $40,697Net Assets 2015: $609,1432015Assets 2016: $821,226Liabilities 2016: $72,082Net Assets 2016: $749,1442016Assets 2017: $2,162,051Liabilities 2017: $40,030Net Assets 2017: $2,122,0212017Assets 2018: $1,525,385Liabilities 2018: $31,710Net Assets 2018: $1,493,6752018Assets 2019: $3,003,256Liabilities 2019: $41,135Net Assets 2019: $2,962,1212019Assets 2020: $1,535,522Liabilities 2020: $100,185Net Assets 2020: $1,435,3372020Assets 2021: $1,478,929Liabilities 2021: $45,485Net Assets 2021: $1,433,4442021Assets 2022: $1,281,719Liabilities 2022: $193,635Net Assets 2022: $1,088,0842022Assets 2023: $759,626Liabilities 2023: $94,897Net Assets 2023: $664,7292023Assets 2024: $232,034Liabilities 2024: $188,138Net Assets 2024: $43,8962024

Highlighted filing

2024

Assets$232,034
Liabilities$188,138
Net Assets$43,896
Open 2024 Filing

Operations Trend

Revenue Growth3rd percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $6,842,5902010Revenue 2011: $4,654,298Expenses 2011: $5,080,292Net Income 2011: -$425,9942011Expenses 2012: $4,877,2142012Revenue 2013: $4,823,280Expenses 2013: $4,800,668Net Income 2013: $22,6122013Revenue 2014: $5,013,880Expenses 2014: $5,185,903Net Income 2014: -$172,0232014Revenue 2015: $4,799,185Expenses 2015: $4,582,559Net Income 2015: $216,6262015Revenue 2016: $4,806,072Expenses 2016: $4,665,849Net Income 2016: $140,2232016Revenue 2017: $4,794,021Expenses 2017: $3,421,693Net Income 2017: $1,372,3282017Revenue 2018: $5,040,990Expenses 2018: $5,666,390Net Income 2018: -$625,4002018Revenue 2019: $4,747,021Expenses 2019: $3,286,323Net Income 2019: $1,460,6982019Revenue 2020: $4,180,841Expenses 2020: $5,715,740Net Income 2020: -$1,534,8992020Revenue 2021: $4,219,384Expenses 2021: $4,213,829Net Income 2021: $5,5552021Revenue 2022: $4,570,760Expenses 2022: $4,895,886Net Income 2022: -$325,1262022Revenue 2023: $4,601,074Expenses 2023: $5,028,484Net Income 2023: -$427,4102023Revenue 2024: $640,590Expenses 2024: $1,274,085Net Income 2024: -$633,4952024

Highlighted filing

2024

Revenue$640,590
Expenses$1,274,085
Net Income-$633,495
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$232,034
Liabilities
$188,138
Net assets
$43,896
Revenue
$640,590
Expenses
$1,274,085
Net income
-$633,495
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.19$0.04$0.64$1.27$0.63
2023Detailed filing. Detailed filing data is available for this year.$0.76$0.09$0.66$4.60$5.03$0.43
2022Detailed filing. Detailed filing data is available for this year.$1.28$0.19$1.09$4.57$4.90$0.33
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.48$0.05$1.43$4.22$4.21$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.10$1.44$4.18$5.72$1.53
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.00$0.04$2.96$4.75$3.29$1.46
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.03$1.49$5.04$5.67$0.63
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.16$0.04$2.12$4.79$3.42$1.37
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.07$0.75$4.81$4.67$0.14
2015Detailed filing. Detailed filing data is available for this year.$0.65$0.04$0.61$4.80$4.58$0.22
2014Detailed filing. Detailed filing data is available for this year.$0.49$0.09$0.39$5.01$5.19$0.17
2013Detailed filing. Detailed filing data is available for this year.$0.63$0.07$0.57$4.82$4.80$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.09$0.55$4.88
2011Summary only. Only limited summary data is available for this year.$0.76$0.04$0.72$4.65$5.08$0.43
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.20$0.05$1.15$6.84
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 28, 2025
Return Version
2024v5.2
Gross Receipts
$815,659
Mission and Program Overview

Mission

The health fund's mission is to deliver health benefits to its members and dependents which further the common interests of the membership.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$176,746-
Investments in Publicly Traded Securities$161,961--
Accounts Receivable$548,692$5,484▼ $543,208
Prepaid Expenses and Deferred Charges$791$1,622▲ $831
Total Assets$759,626$232,034▼ $527,592
Other Assets Total$48,182$48,182→ $0
Liabilities
Accounts Payable and Accrued Expenses$24,832$135,834▲ $111,002
Other Liabilities$70,065$52,304▼ $17,761
Total Liabilities$94,897$188,138▲ $93,241
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$664,729$43,896▼ $620,833
Total Net Assets Fund Balance$664,729$43,896▼ $620,833
Total Liabilities and Net Assets / Fund Balance$759,626$232,034▼ $527,592

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$48,182--
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleBaseTotal
JOHN O'MEARAEmployer Trustee$3,125$3,125

Board Members and Trustees

NameTitle
Mike SmithUnion Trustee
James AndersonUnion Trustee (p)

Highest Paid Contractors

ContractorServicesLocationCompensation
Benesys INCContract Administration7130 COLUMBIA GATEWAY DR SUITE A, Columbia, MD 21046$107,756
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$654,590
Investment Income
$-14,000
Other Revenue
$0
Change in Net Assets
$-633,495

Audited Revenue Reconciliation

Revenue per Audited Statements
$640,590
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$12,662
Total Revenue per Audited Statements
$653,252
Total Revenue per Form 990
$640,590
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$236,646
Salaries, Compensation, and Employee Benefits$5,215
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$1,032,224
Fees for Services Other---$109,504
Fees for Services Legal---$56,121
Fees for Services Accounting---$38,628
Other Expenses---$4,371
Current Officers, Directors, Trustees, and Key Employees---$3,125
Other Salaries and Wages---$2,090
Insurance---$1,532
Office Expenses---$1,106
Occupancy---$343
Total Functional Expenses$0$0$0$1,274,085

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,274,085
Total Expenses per Audited Statements$1,274,085
Total Expenses per Form 990$1,274,085
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Parties$33,637
Unallocated Contributions$18,667
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The board of trustees hired a third-party administrator (benesys, inc.) to handle all administrative functions of the health fund.”

Form 990, Part VI, Section B, Line 11B

“The board of trustees reviews the tax returns before filing.”

Form 990, Part VI, Section B, Line 12C

“On an annual basis, all trustees disclose any potential conflicts to the other trustees.”

Form 990, Part VI, Section C, Line 18

“Upon request, a copy of the governing documents, conflict of interest policy, and financial statements will be made available to the public.”

Form 990, Part VI, Section C, Line 19

“Upon request, a copy of the governing documents, conflict of interest policy, and financial statements will be made available to the public.”

Filing and Contact Details

Filer

Filer Name
Local 966 Health Fund
EIN
13-1911036
Phone
2126914100
Address
45-06 PEARSON STREET 2ND FLOOR, LONG ISLAND CITY, NY 11101

Signing Officer

Name
Mike Smith
Title
Trustee
Phone
4108729500
Signed
2025-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mike Smith
Formed
1985
Legal Domicile
Nj
Voting Board Members
2
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Novak Francella LLC
Address
40 MONUMENT RD 5TH FLR, BALA CYNWYD, PA 19004
Preparer
Louis Verzella CPA
Phone
6106689400
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“There has been no change from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require fund management to evaluate fax positions taken by the fund and to recognize a tax liability if the fund has taken an uncertain position that, more likely than not, would not be sustained upon examination by the u.s. Federal, state or local taxing authorities. The fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Typically, fund tax years will remain open for three years; however, this may differ depending upon the circumstances of the fund.”

Raw XML Appendix382 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt024832
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0135834
IRS990/AccountsReceivableGrp/BOYAmt0548692
IRS990/AccountsReceivableGrp/EOYAmt05484
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE HEALTH FUND'S MISSION IS TO DELIVER HEALTH BENEFITS TO ITS MEMBERS AND DEPENDENTS WHICH FURTHER THE COMMON INTERESTS OF THE MEMBERSHIP.
IRS990/AddressChangeInd0X
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt01032224
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE FUND
IRS990/BooksInCareOfDetail/PhoneNum02126914100
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt045-06 PEARSON STREET 2ND FLOOR
IRS990/BooksInCareOfDetail/USAddress/CityNm0LONG ISLAND CITY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd011101
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/EOYAmt0176746
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt03125
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0107756
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt07130 COLUMBIA GATEWAY DR SUITE A
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0COLUMBIA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd021046
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0BENESYS INC
IRS990/ContractorCompensationGrp/ServicesDesc0CONTRACT ADMINISTRATION
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt01032224
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0-14000
IRS990/CYOtherExpensesAmt0236646
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0654590
IRS990/CYRevenuesLessExpensesAmt0-633495
IRS990/CYSalariesCompEmpBnftPaidAmt05215
IRS990/CYTotalExpensesAmt01274085
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0640590
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0PROVIDED HEALTH BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt038628
IRS990/FeesForServicesLegalGrp/TotalAmt056121
IRS990/FeesForServicesOtherGrp/TotalAmt0109504
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0JAMES ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN O'MEARA
IRS990/Form990PartVIISectionAGrp/PersonNm2MIKE SMITH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13125
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0UNION TRUSTEE (P)
IRS990/Form990PartVIISectionAGrp/TitleTxt1EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2UNION TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01985
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-14608
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0160461
IRS990/GrossReceiptsAmt0815659
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt01532
IRS990/InvestmentIncomeGrp/ExclusionAmt0608
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0608
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0161961
IRS990/IRPDocumentCnt01170
IRS990/IRPDocumentW2GCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0175069
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
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IRS990/MoreThan5000KToIndividualsInd00
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-14608
IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/NondeductibleContributionsInd00
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IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE BENEFIT
IRS990/OtherExpensesGrp/Desc1BANK CHARGES
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IRS990/PoliticalCampaignActyInd00
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IRS990/ProfessionalFundraisingInd00
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IRS990/PYOtherRevenueAmt00
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IRS990/PYTotalExpensesAmt05028484
IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
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IRS990/ReportLandBuildingEquipmentInd00
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IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
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IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt048182
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0GRAVE SITES HELP FOR BENEFITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt018667
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt133637
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0UNALLOCATED CONTRIBUTIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO RELATED PARTIES
IRS990ScheduleD/RevenueNotReportedAmt012662
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0640590
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT TO EVALUATE FAX POSITIONS TAKEN BY THE FUND AND TO RECOGNIZE A TAX LIABILITY IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE OR LOCAL TAXING AUTHORITIES. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, FUND TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE FUND.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt048182
IRS990ScheduleD/TotalExpensesPerForm990Amt01274085
IRS990ScheduleD/TotalLiabilityAmt052304
IRS990ScheduleD/TotalRevenuePerForm990Amt0640590
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0653252
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01274085
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF TRUSTEES HIRED A THIRD-PARTY ADMINISTRATOR (BENESYS, INC.) TO HANDLE ALL ADMINISTRATIVE FUNCTIONS OF THE HEALTH FUND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF TRUSTEES REVIEWS THE TAX RETURNS BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ON AN ANNUAL BASIS, ALL TRUSTEES DISCLOSE ANY POTENTIAL CONFLICTS TO THE OTHER TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST, A COPY OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS WILL BE MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON REQUEST, A COPY OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS WILL BE MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THERE HAS BEEN NO CHANGE FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0260 HERKIMER STREET LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1260 HOWARD AVENUE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt233 SEAPORT HOTEL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3880 WILLOUGHBY AVE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4A ESTEBAN & CO INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5ALBANY CROSSING APTS LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6BEDSTUYRDC COMMERICAL CENTER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7BLUEDGE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8CASABE HOUSINGSHINDA MANAGEMENT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9CASTLE REALTY CONST
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt10COINMACH CORP (PART)
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt11EMERGE ASSOCIATES LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt12FEDCO STEEL CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt13FULTON STREET SOUTH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt14GREENE AVE EMPLOYER LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt15GREENWOOD CEMETERY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt16GROBET FILE CO OF AMER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt17KINGSTON HEIGHTS APTS LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt18LONG ISLAND FIREPROOF I
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt19LORS PHOTOGRAPHY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt20METROPOLITAN RECALMATION SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt21MILES PARKER ADMIN (FRMLY BSREP)
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt22MODERN FACILITY SVCS - LIJ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt23NATIONAL ACOUSTICS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt24NIKON INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt25PORT REALTY & WAREHOUSING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt26ROCKVILLE TUDOR APT CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt27SHP MANAGEMENT (FRMLY ENVIRONMENTAL SVC)
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt28TEDIMATTS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt29TRAD WATERPROOF & RESTOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt30TRI STAR OFFSET CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt31TWEEMILL HOUSES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt32UPACA TERRACE SITE #7
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt33UPGRADE GROUP INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt34WILLOUGHBY COURT APTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0LOCAL 966 PENSION FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1TEASMTERS LOCAL 966
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0132640882
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1131816297
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt01 401-1 B3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PENSION FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1LABOR UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt07130 COLUMBIA GATEWAY DRIVE A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1310 HUDSON ST STE 2C
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0COLUMBIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1HACKENSACK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd021046
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd107601
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0759626
IRS990/TotalAssetsEOYAmt0232034
IRS990/TotalAssetsGrp/BOYAmt0759626
IRS990/TotalAssetsGrp/EOYAmt0232034
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01274085
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt094897
IRS990/TotalLiabilitiesEOYAmt0188138
IRS990/TotalLiabilitiesGrp/BOYAmt094897
IRS990/TotalLiabilitiesGrp/EOYAmt0188138
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0664729
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt043896
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0654590
IRS990/TotalReportableCompFromOrgAmt03125
IRS990/TotalRevenueGrp/ExclusionAmt0-14000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0654590
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0640590
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0759626
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0232034
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt045-06 PEARSON STREET 2ND FLOOR
IRS990/USAddress/CityNm0LONG ISLAND CITY
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd011101
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MIKE SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04108729500
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCAL 966 HEALTH FUND
ReturnHeader/Filer/BusinessNameControlTxt0LOCA
ReturnHeader/Filer/EIN0131911036
ReturnHeader/Filer/PhoneNum02126914100
ReturnHeader/Filer/USAddress/AddressLine1Txt045-06 PEARSON STREET 2ND FLOOR
ReturnHeader/Filer/USAddress/CityNm0LONG ISLAND CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011101
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611436956
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NOVAK FRANCELLA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040 MONUMENT RD 5TH FLR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BALA CYNWYD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019004
ReturnHeader/PreparerPersonGrp/PhoneNum06106689400
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LOUIS VERZELLA CPA
ReturnHeader/ReturnTs02025-10-28T08:09:33-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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