Civic Intelligence

Stationary Engineers Fireman Mntnce & Bldg Srvc Union Loc 670 Wlfr Fnd

990 • Fiscal year 2014 • EIN 13-2828665

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 23, 2015

Organization Profile

View Organization Page

299 BroadwayNew York, NY 10007

(212) 267-8650

Siviq Scores

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

Liabilities / Assets

5th percentile

0.01x

Higher debt load relative to assets than 5% of similar nonprofits.

2014 filings • NTEE E • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

5th percentile

0.01x

Higher debt load relative to revenue than 5% of similar nonprofits.

2014 filings • NTEE E • $10M-$25M nonprofits • Source year 2014

Net Margin

8th percentile

-20%

Higher net margin than 8% of similar nonprofits.

2014 filings • NTEE E • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

21st percentile

$179,981

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2014 filings • NTEE E • $10M-$25M nonprofits • Source year 2014

Asset Growth

12th percentile

-11%

Faster asset growth than 12% of similar nonprofits.

2014 filings • NTEE E • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

61st percentile

6.9%

Faster revenue growth than 61% of similar nonprofits.

2014 filings • NTEE E • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets5th percentile

Assets

Down

$19,738,215

Down $2,497,690 (-11%) from 2013

Net Assets

Down

$19,632,554

Down $2,495,596 (-11%) from 2013

Liabilities

Down

$105,661

Down $2,094 (-1.9%) from 2013

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin8th percentile

Revenue

Up

$13,129,609

Up $843,911 (+6.9%) from 2013

Expenses

Up

$15,795,156

Up $2,054,502 (+15%) from 2013

Net Income

Down

-$2,665,547

Down $1,210,591 (-83%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$40M$30M$20M$10M$0Assets 2010: $22,913,185Liabilities 2010: $122,812Net Assets 2010: $22,790,3732010Assets 2011: $24,375,268Liabilities 2011: $95,986Net Assets 2011: $24,279,2822011Assets 2012: $24,141,841Liabilities 2012: $118,497Net Assets 2012: $24,023,3442012Assets 2013: $22,235,905Liabilities 2013: $107,755Net Assets 2013: $22,128,1502013Assets 2014: $19,738,215Liabilities 2014: $105,661Net Assets 2014: $19,632,5542014Assets 2015: $16,263,816Liabilities 2015: $70,956Net Assets 2015: $16,192,8602015Assets 2016: $17,815,388Liabilities 2016: $239,485Net Assets 2016: $17,575,9032016Assets 2017: $22,527,979Liabilities 2017: $110,240Net Assets 2017: $22,417,7392017Assets 2018: $22,264,703Liabilities 2018: $267,627Net Assets 2018: $21,997,0762018Assets 2019: $20,518,012Liabilities 2019: $97,520Net Assets 2019: $20,420,4922019Assets 2020: $16,470,556Liabilities 2020: $145,737Net Assets 2020: $16,324,8192020Assets 2021: $19,388,082Liabilities 2021: $484,477Net Assets 2021: $18,903,6052021Assets 2022: $21,041,000Liabilities 2022: $277,653Net Assets 2022: $20,763,3472022Assets 2023: $26,938,525Liabilities 2023: $224,492Net Assets 2023: $26,714,0332023Assets 2024: $36,074,651Liabilities 2024: $119,091Net Assets 2024: $35,955,5602024

Highlighted filing

2014

Assets$19,738,215
Liabilities$105,661
Net Assets$19,632,554
Open 2014 Filing

Operations Trend

Revenue Growth61st percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $11,066,7182010Expenses 2011: $11,757,9732011Expenses 2012: $12,865,3692012Revenue 2013: $12,285,698Expenses 2013: $13,740,654Net Income 2013: -$1,454,9562013Revenue 2014: $13,129,609Expenses 2014: $15,795,156Net Income 2014: -$2,665,5472014Revenue 2015: $15,484,307Expenses 2015: $17,841,105Net Income 2015: -$2,356,7982015Revenue 2016: $18,476,242Expenses 2016: $17,500,793Net Income 2016: $975,4492016Revenue 2017: $20,965,930Expenses 2017: $20,134,650Net Income 2017: $831,2802017Revenue 2018: $20,914,406Expenses 2018: $21,159,734Net Income 2018: -$245,3282018Revenue 2019: $22,204,166Expenses 2019: $24,675,859Net Income 2019: -$2,471,6932019Revenue 2020: $24,079,682Expenses 2020: $27,040,887Net Income 2020: -$2,961,2052020Revenue 2021: $21,995,708Expenses 2021: $20,098,374Net Income 2021: $1,897,3342021Revenue 2022: $21,318,124Expenses 2022: $17,445,345Net Income 2022: $3,872,7792022Revenue 2023: $24,391,413Expenses 2023: $19,810,933Net Income 2023: $4,580,4802023Revenue 2024: $23,772,406Expenses 2024: $15,460,814Net Income 2024: $8,311,5922024

Highlighted filing

2014

Revenue$13,129,609
Expenses$15,795,156
Net Income-$2,665,547
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 23, 2015
Return Version
2014v5.0
Gross Receipts
$15,673,742
Mission and Program Overview

Mission

Collectively bargained multi-employer welfare fund created to provide health & welfare benefits to participants & their families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$22,128,150$19,632,554▼ $2,495,596
Investments in Publicly Traded Securities$20,734,395$18,360,213▼ $2,374,182
Accounts Receivable$1,049,659$623,575▼ $426,084
Cash and Non-Interest-Bearing Accounts$373,894$613,997▲ $240,103
Savings and Temporary Cash Investments$25,460$100,642▲ $75,182
Prepaid Expenses and Deferred Charges$26,234$14,929▼ $11,305
Land, Buildings, and Equipment, Net$6,263$4,859▼ $1,404
Total Assets$22,235,905$19,738,215▼ $2,497,690
Other Assets Total$20,000$20,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$99,306$98,865▼ $441
Other Liabilities$8,449$6,796▼ $1,653
Total Liabilities$107,755$105,661▼ $2,094
Net Assets / Fund Balance
Total Net Assets Fund Balance$22,128,150$19,632,554▼ $2,495,596
Total Liabilities and Net Assets / Fund Balance$22,235,905$19,738,215▼ $2,497,690

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,859$150,459$155,318
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleOtherTotal
Donald LentnekUnion Truste$146,405$146,405

Board Members and Trustees

NameTitle
-Employer Tru
Richard ModicaEmployer Tru
Thelma WinstonUnion Truste
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$12,149,555
Investment Income
$980,054
Other Revenue
$0
Change in Net Assets
$-2,665,547

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,129,609
Revenue Not Reported on Form 990
$169,951
Total Revenue per Audited Statements
$13,299,560
Total Revenue per Form 990
$13,129,609
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$440,592
Salaries, Compensation, and Employee Benefits$250,354
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$15,104,210
Other Salaries and Wages---$162,870
Occupancy---$117,377
Office Expenses---$66,294
Other Employee Benefits---$60,193
Fees for Services Accounting---$53,921
Fees for Services Other---$35,700
Fees for Services Legal---$34,399
Fees for Service Investment Mgmnt Fees---$25,552
Payroll Taxes---$15,678
Insurance---$12,173
Pension Plan Contributions---$11,613
Information Technology---$8,433
Depreciation Depletion---$2,207
Other Expenses---$1,700
Total Functional Expenses$0$0$0$15,795,156

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$15,795,156
Total Expenses per Audited Statements$15,795,156
Total Expenses per Form 990$15,795,156
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 Funds$6,796
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Form 990 was reviewed and discussed with accountant”

Form 990, Page 6, Part VI, Line 19

“The organization makes its governing documents and financial statements available to the public upon request, and by public disclosure (form 5500)”

Filing and Contact Details

Filer

Filer Name
Local 670 Welfare Fund
EIN
13-2828665
Phone
2122678650
Address
299 BROADWAY, NEW YORK, NY 10007

Signing Officer

Name
Thelma Winston
Title
Trustee
Phone
2122678650
Signed
2015-10-23

Organization Details

Formed
1973
Legal Domicile
Ny
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
Castiglia Llp
Address
66 COMMACK ROAD SUITE 304, COMMACK, NY 11725
Preparer
Robert V Castiglia CPA
Phone
6314867830
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Collectively bargained multi-employer welfare fund created to provide health & welfare benefits to participants and their families”

Raw XML Appendix358 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 WAS REVIEWED AND DISCUSSED WITH ACCOUNTANT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST, AND BY PUBLIC DISCLOSURE (FORM 5500)
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0LOCAL 670 PENSION FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1LOCAL 670 ANNUITY FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2LOCAL 670 GENERAL FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0136567359
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1136915739
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2135396735
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501 C
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0BENEFIT FD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1BENEFIT FD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2LABOR UNIO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0299 BROADWAY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1299 BROADWAY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2299 BROADWAY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0NEW YORK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1NEW YORK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2NEW YORK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd010007
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd110007
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd210007
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0CERTAIN TRUSTEES LISTED ON FORM 990, PART VII, SECTION A SERVE AS VOLUNTEERS AND DO NOT RECEIVE COMPENSATION FROM THE FILING ENTITY OR ANY RELATED ORGANIZATION IN THEIR CAPACITY AS TRUSTEES OF THE FILING ORGANIZATION. CERTAIN TRUSTEES LISTED DO NOT RECEIVE COMPENSATION FROM THE FILING ORGANIZATION BUT DO RECEIVE COMPENSATION FROM A RELATED ORGANIZATION IN THEIR CAPACITY AS EMPLOYEE/OFFICERS OF THE RELATED ORGANIZATION, THEREFORE THEIR COMPENSATION IS REPORTED ON THE FORM 990 OF THAT ORGANIZATION.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0178549
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt183356
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0LOCAL 670 PENSION FUND
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1LOCAL 670 GENERAL FUND
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0O
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1P
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt022235905
IRS990/TotalAssetsEOYAmt019738215
IRS990/TotalAssetsGrp/BOYAmt022235905
IRS990/TotalAssetsGrp/EOYAmt019738215
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt015795156
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0107755
IRS990/TotalLiabilitiesEOYAmt0105661
IRS990/TotalLiabilitiesGrp/BOYAmt0107755
IRS990/TotalLiabilitiesGrp/EOYAmt0105661
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt022128150
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt019632554
IRS990/TotalOtherCompensationAmt063663
IRS990/TotalProgramServiceRevenueAmt012149555
IRS990/TotalRevenueGrp/ExclusionAmt0189
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt013129420
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt013129609
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt022235905
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt019738215
IRS990/TotReportableCompRltdOrgAmt0262723
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0THELMA WINSTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02122678650
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCAL 670 WELFARE FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0JOINT BOARD OF TRUSTEES
ReturnHeader/Filer/BusinessNameControlTxt0LOCA
ReturnHeader/Filer/EIN0132828665
ReturnHeader/Filer/PhoneNum02122678650
ReturnHeader/Filer/USAddress/AddressLine1Txt0299 BROADWAY
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010007
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0462725636
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CASTIGLIA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt066 COMMACK ROAD SUITE 304
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COMMACK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011725
ReturnHeader/PreparerPersonGrp/PhoneNum06314867830
ReturnHeader/PreparerPersonGrp/PreparationDt02015-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT V CASTIGLIA CPA
ReturnHeader/ReturnTs02015-10-27T12:27:04-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$19,738,215
Liabilities
$105,661
Net assets
$19,632,554
Revenue
$13,129,609
Expenses
$15,795,156
Net income
-$2,665,547
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.1$0.12$36.0$23.8$15.5$8.31
2023Detailed filing. Detailed filing data is available for this year.$26.9$0.22$26.7$24.4$19.8$4.58
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.0$0.28$20.8$21.3$17.4$3.87
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.4$0.48$18.9$22.0$20.1$1.90
2020Detailed filing. Detailed filing data is available for this year.$16.5$0.15$16.3$24.1$27.0$2.96
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.5$0.10$20.4$22.2$24.7$2.47
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.3$0.27$22.0$20.9$21.2$0.25
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.5$0.11$22.4$21.0$20.1$0.83
2016Detailed filing. Detailed filing data is available for this year.$17.8$0.24$17.6$18.5$17.5$0.98
2015Detailed filing. Detailed filing data is available for this year.$16.3$0.07$16.2$15.5$17.8$2.36
2014Detailed filing. Detailed filing data is available for this year.$19.7$0.11$19.6$13.1$15.8$2.67
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$22.2$0.11$22.1$12.3$13.7$1.45
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.1$0.12$24.0$12.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.4$0.10$24.3$11.8
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.9$0.12$22.8$11.1