Civic Intelligence

Licensed Practical Nurses Welfare Fund

990 • Fiscal year 2015 • EIN 13-2623987

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 04, 2016

Organization ProfileWWW.1199SEIU.ORG
PO Box 842New York, NY 10108

(646) 473-6300

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$6,905,982

Down $62,350 (-0.9%) from 2014

Net Assets

Down

$6,718,865

Down $98,946 (-1.5%) from 2014

Liabilities

Up

$187,117

Up $36,596 (+24%) from 2014

Revenue And Expenses

Revenue

Down

$1,602,278

Down $39,347 (-2.4%) from 2014

Expenses

Up

$1,576,480

Up $212,630 (+16%) from 2014

Net Income

Down

$25,798

Down $251,977 (-91%) from 2014

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $6,702,194Liabilities 2010: $222,378Net Assets 2010: $6,479,8162010Assets 2011: $6,883,449Liabilities 2011: $183,186Net Assets 2011: $6,700,2632011Assets 2012: $6,883,163Liabilities 2012: $216,319Net Assets 2012: $6,666,8442012Assets 2013: $6,524,492Liabilities 2013: $145,576Net Assets 2013: $6,378,9162013Assets 2014: $6,968,332Liabilities 2014: $150,521Net Assets 2014: $6,817,8112014Assets 2015: $6,905,982Liabilities 2015: $187,117Net Assets 2015: $6,718,8652015Assets 2016: $6,873,564Liabilities 2016: $174,818Net Assets 2016: $6,698,7462016Assets 2017: $7,113,095Liabilities 2017: $185,622Net Assets 2017: $6,927,4732017Assets 2018: $6,953,257Liabilities 2018: $146,588Net Assets 2018: $6,806,6692018Assets 2019: $7,210,728Liabilities 2019: $190,085Net Assets 2019: $7,020,6432019Assets 2020: $7,541,549Liabilities 2020: $41,847Net Assets 2020: $7,499,7022020Assets 2021: $7,193,661Liabilities 2021: $28,406Net Assets 2021: $7,165,2552021Assets 2022: $6,221,469Liabilities 2022: $63,471Net Assets 2022: $6,157,9982022Assets 2023: $5,831,552Liabilities 2023: $37,378Net Assets 2023: $5,794,1742023Assets 2024: $5,779,338Liabilities 2024: $33,892Net Assets 2024: $5,745,4462024

Highlighted filing

2015

Assets$6,905,982
Liabilities$187,117
Net Assets$6,718,865
Open 2015 Filing

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $1,795,4152010Expenses 2011: $1,834,6822011Expenses 2012: $1,857,8692012Revenue 2013: $1,672,123Expenses 2013: $1,690,744Net Income 2013: -$18,6212013Revenue 2014: $1,641,625Expenses 2014: $1,363,850Net Income 2014: $277,7752014Revenue 2015: $1,602,278Expenses 2015: $1,576,480Net Income 2015: $25,7982015Revenue 2016: $1,636,180Expenses 2016: $1,658,559Net Income 2016: -$22,3792016Revenue 2017: $1,460,809Expenses 2017: $1,286,757Net Income 2017: $174,0522017Revenue 2018: $1,389,999Expenses 2018: $1,352,220Net Income 2018: $37,7792018Revenue 2019: $1,374,342Expenses 2019: $1,469,708Net Income 2019: -$95,3662019Revenue 2020: $1,267,315Expenses 2020: $1,226,005Net Income 2020: $41,3102020Revenue 2021: $1,178,368Expenses 2021: $1,287,448Net Income 2021: -$109,0802021Revenue 2022: $978,561Expenses 2022: $1,068,670Net Income 2022: -$90,1092022Revenue 2023: $809,549Expenses 2023: $1,299,039Net Income 2023: -$489,4902023Revenue 2024: $1,018,768Expenses 2024: $956,425Net Income 2024: $62,3432024

Highlighted filing

2015

Revenue$1,602,278
Expenses$1,576,480
Net Income$25,798
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 4, 2016
Return Version
2015v2.0
Gross Receipts
$1,602,278
Mission and Program Overview

Mission

To provide health and other benefits to eligible participants

To provide health and other benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$6,817,811$6,718,865▼ $98,946
Investments in Publicly Traded Securities$5,778,425$5,802,074▲ $23,649
Accounts Receivable$324,325$419,590▲ $95,265
Cash and Non-Interest-Bearing Accounts$584,530$401,430▼ $183,100
Savings and Temporary Cash Investments$254,775$254,869▲ $94
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-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$6,968,332$6,905,982▼ $62,350
Other Assets Total$26,277$28,019▲ $1,742
Liabilities
Other Liabilities$133,491$156,738▲ $23,247
Accounts Payable and Accrued Expenses$17,030$30,379▲ $13,349
Total Liabilities$150,521$187,117▲ $36,596
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,817,811$6,718,865▼ $98,946
Total Liabilities and Net Assets / Fund Balance$6,968,332$6,905,982▼ $62,350
Compensation and Service Providers

Employees

NameTitleBaseOtherTotal
Winslow LunaTrustee-$148,052$148,052
Lorraine MonchakChief Investmnt$556$898,411$556
Mitra BehrooziExec Director$424$681,102$424
Jeff SteinFund Counsel$407$654,394$407
Frederick HagenChief Benefits$347$566,954$347
Katherine M FallonBenefits Chief$312$503,404$312
Joshua SorensonInvestment Analyst$173$365,667$173
Donna ReyChief Admin Off$138$490,436$138
Brandy ShilohChief of Hr$119$423,738$119
Glenn Di BiasiChief It Officer$102$359,279$102
Barbara SoldanoChief It Sec. Off$102$356,815$102
Maria AcostaChief Financial$101$355,173$101

Board Members and Trustees

NameTitle
Fabiola Buddan-MaisTrustee
Kim CameronTrustee
Neva ShillingfordTrustee
Saundra SmithTrustee
Valerie GoffeTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,452,084
Investment Income
$148,493
Other Revenue
$1,701
Change in Net Assets
$25,798

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,602,278
Revenue Not Reported on Form 990
$-124,744
Total Revenue per Audited Statements
$1,477,534
Total Revenue per Form 990
$1,602,278
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$146,158
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---$1,430,322
Other Expenses---$65,998
Fees for Services Other---$44,690
Fees for Services Legal---$15,000
Fees for Services Accounting---$10,500
Conferences and Meetings---$8,929
Office Expenses---$1,041
Total Functional Expenses$0$0$0$1,576,480

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,576,480
Expenses per Audited Statements$1,546,142
Total Expenses per Audited Statements$1,546,142
Expenses Not Reported on Financial Statements$30,338
Other Expense Adjustments$30,338
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$139,823
Due to Related Organizations$16,915
Governance and Compliance

Governance Checklist

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

“The Finance team reviews the draft Form 990 and confers with the accountants and legal counsel to ensure the accuracy of the return. Any concerns are noted and addressed and Management ensures that the changes are incorporated in the Form 990. The completed Form 990 is then signed by the Chief Financial Officer. THE FORM 990 IS also REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES BEFORE IT IS FILED WITH THE IRS.”

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

“Trustees and employees are required to annually disclose or update to the executive director, or designee, their interests that could give rise to conflicts of interests. For each interest disclosed by a trustee, the executive director or designee will determine whether to (a) take no action (b) assure full disclosure to the trustees (c ) ask the trustee to be recused from participation in related discussions or decisions; and/or (d) ask the trustee to resign. Regarding employees, completed conflicts of interest disclosure forms will be reviewed by the human resources department and disclosed conflicts will be reviewed by chief of human resources.”

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

“governing documents, policies and financial statements are not available to the general public.”

Filing and Contact Details

Filer

Filer Name
Licensed Practical Nurses
EIN
13-2623987
Phone
6464736300
Address
PO BOX 842, NEW YORK, NY 10108

Signing Officer

Name
Winslow Luna
Title
Trustee
Signed
2016-10-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Winslow Luna
Formed
1968
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
4
Employees
36

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

Additional Explanations

Form 990, Part V, Line 2A - Num of Empl

“W-2s are issued to participants of the plan who receive scholarship benefits.”

Financial Statement Notes

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

“Changes in benefit obligations $30338”

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IRS990/Form990PartVIISectionAGrp/TitleTxt15CHIEF IT SEC. OFF
IRS990/Form990PartVIISectionAGrp/TitleTxt16INVESTMENT ANALYST
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IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt028019
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
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IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt06718865
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0254775
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0254869
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt030338
IRS990ScheduleD/ExpensesSubtotalAmt01546142
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-124744
IRS990ScheduleD/OtherExpensesNotIncludedAmt030338
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0139823
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt116915
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO RELATED ORGANIZATIONS
IRS990ScheduleD/RevenueNotReportedAmt0-124744
IRS990ScheduleD/RevenueSubtotalAmt01602278
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CHANGES IN BENEFIT OBLIGATIONS $30338
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S
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IRS990ScheduleD/TotalLiabilityAmt0156738
IRS990ScheduleD/TotalRevenuePerForm990Amt01602278
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01477534
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2138
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt4102
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt025182
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt235883
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt342608
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt627059
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt1049080
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt1110438

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$6,905,982
Liabilities
$187,117
Net assets
$6,718,865
Revenue
$1,602,278
Expenses
$1,576,480
Net income
$25,798
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.78$0.03$5.75$1.02$0.96$0.06
2023Detailed filing. Detailed filing data is available for this year.$5.83$0.04$5.79$0.81$1.30$0.49
2022Detailed filing. Detailed filing data is available for this year.$6.22$0.06$6.16$0.98$1.07$0.09
2021Detailed filing. Detailed filing data is available for this year.$7.19$0.03$7.17$1.18$1.29$0.11
2020Detailed filing. Detailed filing data is available for this year.$7.54$0.04$7.50$1.27$1.23$0.04
2019Detailed filing. Detailed filing data is available for this year.$7.21$0.19$7.02$1.37$1.47$0.10
2018Detailed filing. Detailed filing data is available for this year.$6.95$0.15$6.81$1.39$1.35$0.04
2017Detailed filing. Detailed filing data is available for this year.$7.11$0.19$6.93$1.46$1.29$0.17
2016Detailed filing. Detailed filing data is available for this year.$6.87$0.17$6.70$1.64$1.66$0.02
2015Detailed filing. Detailed filing data is available for this year.$6.91$0.19$6.72$1.60$1.58$0.03
2014Detailed filing. Detailed filing data is available for this year.$6.97$0.15$6.82$1.64$1.36$0.28
2013Detailed filing. Detailed filing data is available for this year.$6.52$0.15$6.38$1.67$1.69$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.88$0.22$6.67$1.86
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.88$0.18$6.70$1.83
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.70$0.22$6.48$1.80