Civic Intelligence

Service Employees Intl Union Local 704 Health and Security Plan Trust

990 • Fiscal year 2014 • EIN 13-3113651

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 21, 2015

Organization Profilewww.seiulocal704.org
945 N BroadwayYonkers, NY 10701

(914) 377-6290

Siviq Scores

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

Liabilities / Assets

66th percentile

0.09x

Higher debt load relative to assets than 66% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

88th percentile

0.36x

Higher debt load relative to revenue than 88% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2014

Net Margin

69th percentile

9.9%

Higher net margin than 69% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

76th percentile

$88,580

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 17.3% of source-year revenue.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2014

Asset Growth

50th percentile

2.3%

Faster asset growth than 50% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

55th percentile

4.3%

Faster revenue growth than 55% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$2,131,658

Up $47,833 (+2.3%) from 2013

Net Assets

Up

$1,949,349

Up $49,308 (+2.6%) from 2013

Liabilities

Down

$182,309

Down $1,475 (-0.8%) from 2013

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin69th percentile

Revenue

Up

$511,122

Up $21,236 (+4.3%) from 2013

Expenses

Up

$460,444

Up $11,567 (+2.6%) from 2013

Net Income

Up

$50,678

Up $9,669 (+24%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,019,662Liabilities 2010: $198,021Net Assets 2010: $1,821,6412010Assets 2011: $2,028,892Liabilities 2011: $215,186Net Assets 2011: $1,813,7062011Assets 2012: $2,050,878Liabilities 2012: $185,953Net Assets 2012: $1,864,9252012Assets 2013: $2,083,825Liabilities 2013: $183,784Net Assets 2013: $1,900,0412013Assets 2014: $2,131,658Liabilities 2014: $182,309Net Assets 2014: $1,949,3492014Assets 2015: $2,263,479Liabilities 2015: $179,294Net Assets 2015: $2,084,1852015Assets 2016: $2,425,324Liabilities 2016: $164,427Net Assets 2016: $2,260,8972016Assets 2017: $2,504,864Liabilities 2017: $198,528Net Assets 2017: $2,306,3362017Assets 2018: $2,611,397Liabilities 2018: $193,353Net Assets 2018: $2,418,0442018Assets 2019: $2,806,009Liabilities 2019: $112,000Net Assets 2019: $2,694,0092019Assets 2020: $3,113,115Liabilities 2020: $144,567Net Assets 2020: $2,968,5482020Assets 2021: $3,118,189Liabilities 2021: $181,000Net Assets 2021: $2,937,1892021Assets 2022: $2,830,451Liabilities 2022: $200,000Net Assets 2022: $2,630,4512022Assets 2023: $2,626,542Liabilities 2023: $148,000Net Assets 2023: $2,478,5422023Assets 2024: $2,891,911Liabilities 2024: $193,510Net Assets 2024: $2,698,4012024Assets 2025: $3,107,294Liabilities 2025: $232,743Net Assets 2025: $2,874,5512025

Highlighted filing

2014

Assets$2,131,658
Liabilities$182,309
Net Assets$1,949,349
Open 2014 Filing

Operations Trend

Revenue Growth55th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $472,7092010Revenue 2011: $530,277Expenses 2011: $523,871Net Income 2011: $6,4062011Expenses 2012: $451,0852012Revenue 2013: $489,886Expenses 2013: $448,877Net Income 2013: $41,0092013Revenue 2014: $511,122Expenses 2014: $460,444Net Income 2014: $50,6782014Revenue 2015: $645,030Expenses 2015: $515,974Net Income 2015: $129,0562015Revenue 2016: $777,303Expenses 2016: $605,366Net Income 2016: $171,9372016Revenue 2017: $690,531Expenses 2017: $643,893Net Income 2017: $46,6382017Revenue 2018: $677,432Expenses 2018: $565,249Net Income 2018: $112,1832018Revenue 2019: $768,857Expenses 2019: $554,104Net Income 2019: $214,7532019Revenue 2020: $797,599Expenses 2020: $640,844Net Income 2020: $156,7552020Revenue 2021: $796,061Expenses 2021: $738,302Net Income 2021: $57,7592021Revenue 2022: $790,553Expenses 2022: $790,153Net Income 2022: $4002022Revenue 2023: $665,683Expenses 2023: $693,626Net Income 2023: -$27,9432023Revenue 2024: $843,087Expenses 2024: $736,596Net Income 2024: $106,4912024Revenue 2025: $908,018Expenses 2025: $806,502Net Income 2025: $101,5162025

Highlighted filing

2014

Revenue$511,122
Expenses$460,444
Net Income$50,678
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 21, 2015
Return Version
2013v4.0
Gross Receipts
$539,907
Mission and Program Overview

Mission

To provide health and other benefits to eligible participants and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,900,041$1,949,349▲ $49,308
Savings and Temporary Cash Investments$1,860,203$1,921,694▲ $61,491
Cash and Non-Interest-Bearing Accounts$33,152$141,746▲ $108,594
Accounts Receivable$127,784$37,629▼ $90,155
Investments in Publicly Traded Securities$57,855$27,699▼ $30,156
Prepaid Expenses and Deferred Charges$4,831$2,890▼ $1,941
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-
Total Assets$2,083,825$2,131,658▲ $47,833
Other Assets Total-$0-
Liabilities
Other Liabilities$114,700$116,600▲ $1,900
Accounts Payable and Accrued Expenses$69,084$65,709▼ $3,375
Total Liabilities$183,784$182,309▼ $1,475
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,900,041$1,949,349▲ $49,308
Total Liabilities and Net Assets / Fund Balance$2,083,825$2,131,658▲ $47,833
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lois ArenaPlan AdminPT$76,152$12,428$88,580

Board Members and Trustees

NameTitle
Dominick SavareseUnion Trustee
Jackie Suppa to 1213Union Trustee
Lisa MckayUnion Trustee
Maria GeorgeUnion Trustee
Pamela Jenkins Eff 114Union Trustee
Theresa AurrichioUnion Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$476,805
Investment Income
$32,817
Other Revenue
$1,500
Change in Net Assets
$50,678

Audited Revenue Reconciliation

Revenue per Audited Statements
$511,122
Revenue Not Reported on Form 990
$-1,370
Total Revenue per Audited Statements
$509,752
Total Revenue per Form 990
$511,122
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$90,307
Other Expenses$32,285
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$337,852
Current Officers, Directors, Trustees, and Key Employees---$83,352
Fees for Services Legal---$16,800
Fees for Services Accounting---$11,000
Office Expenses---$9,846
Payroll Taxes---$6,955
Insurance---$6,055
Conferences and Meetings---$5,701
Information Technology---$1,014
Other Expenses---$-18,865
Total Functional Expenses$0$0$0$460,444

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$460,444
Expenses per Audited Statements$458,544
Total Expenses per Audited Statements$458,544
Expenses Not Reported on Financial Statements$1,900
Other Expense Adjustments$1,900
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 Currently Payable$116,600
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
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 form 990 was prepared in coordination with management of the organization and was reviewed with the organization's governing board of trustees, prior to submission.”

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

“As required by the plan's policy, officers and trustees have a continuous obligation to report potential conflicts of interest.”

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

“In addition to making available the bylaws, certain agreements and contracts on the seiu local 704 union website, participants may view documents at the fund office upon request to the extent required by law.”

form 990, part VII, section A, line 1A

“The seiu local union 704 reimburses the plan for services performed by the fund administrator. Approximately 25% of the fund administrator's time is used on performing work for the union.”

Filing and Contact Details

Filer

EIN
13-3113651
Phone
9143776290

Signing Officer

Name
Dominick Savarese
Title
Union Trustee
Signed
2015-01-21
Discuss with paid preparer
Yes

Organization Details

Formed
1982
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
5
Employees
1

Preparer

Preparer
Carol Westfall
Phone
6312734778
Supplemental Narrative

Financial Statement Notes

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

“Change in ben. Oblig. Currently payable $1900”

Raw XML AppendixShowing 400 of 410 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/SupplementalInformationDetail/ExplanationTxt0CHANGE IN BEN. OBLIG. CURRENTLY PAYABLE $1900
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AS REQUIRED BY THE PLAN'S POLICY, OFFICERS AND TRUSTEES HAVE A CONTINUOUS OBLIGATION TO REPORT POTENTIAL CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IN ADDITION TO MAKING AVAILABLE THE BYLAWS, CERTAIN AGREEMENTS AND CONTRACTS ON THE SEIU LOCAL 704 UNION WEBSITE, PARTICIPANTS MAY VIEW DOCUMENTS AT THE FUND OFFICE UPON REQUEST TO THE EXTENT REQUIRED BY LAW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE SEIU LOCAL UNION 704 REIMBURSES THE PLAN FOR SERVICES PERFORMED BY THE FUND ADMINISTRATOR. APPROXIMATELY 25% OF THE FUND ADMINISTRATOR'S TIME IS USED ON PERFORMING WORK FOR THE UNION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3form 990, part vii, section a, line 1a
IRS990ScheduleR/AssetExchangeInd0false
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,131,658
Liabilities
$182,309
Net assets
$1,949,349
Revenue
$511,122
Expenses
$460,444
Net income
$50,678
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.11$0.23$2.87$0.91$0.81$0.10
2024Detailed filing. Detailed filing data is available for this year.$2.89$0.19$2.70$0.84$0.74$0.11
2023Detailed filing. Detailed filing data is available for this year.$2.63$0.15$2.48$0.67$0.69$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.83$0.20$2.63$0.79$0.79$0.00
2021Detailed filing. Detailed filing data is available for this year.$3.12$0.18$2.94$0.80$0.74$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.11$0.14$2.97$0.80$0.64$0.16
2019Detailed filing. Detailed filing data is available for this year.$2.81$0.11$2.69$0.77$0.55$0.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.61$0.19$2.42$0.68$0.57$0.11
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.50$0.20$2.31$0.69$0.64$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.43$0.16$2.26$0.78$0.61$0.17
2015Detailed filing. Detailed filing data is available for this year.$2.26$0.18$2.08$0.65$0.52$0.13
2014Detailed filing. Detailed filing data is available for this year.$2.13$0.18$1.95$0.51$0.46$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.08$0.18$1.90$0.49$0.45$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.05$0.19$1.86$0.45
2011Summary only. Only limited summary data is available for this year.$2.03$0.22$1.81$0.53$0.52$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.02$0.20$1.82$0.47