Civic Intelligence

Teamsters Local 72 Welfare Fund

990 • Fiscal year 2019 • EIN 13-3137609

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 27, 2020

Organization ProfileN/A
265 West 14th StreetNew York, NY 10011

(212) 691-4228

Siviq Scores

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

Liabilities / Assets

65th percentile

0.09x

Higher debt load relative to assets than 65% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

61st percentile

0.07x

Higher debt load relative to revenue than 61% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Net Margin

53rd percentile

4.8%

Higher net margin than 53% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

70th percentile

$60,762

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Asset Growth

48th percentile

7.3%

Faster asset growth than 48% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

43rd percentile

2.1%

Faster revenue growth than 43% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$4,144,721

Up $281,136 (+7.3%) from 2018

Net Assets

Up

$3,766,411

Up $333,926 (+9.7%) from 2018

Liabilities

Down

$378,310

Down $52,790 (-12%) from 2018

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin53rd percentile

Revenue

Up

$5,393,638

Up $111,281 (+2.1%) from 2018

Expenses

Up

$5,136,448

Up $485,455 (+10%) from 2018

Net Income

Down

$257,190

Down $374,174 (-59%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $2,715,221Liabilities 2010: $452,197Net Assets 2010: $2,263,0242010Assets 2011: $3,483,941Liabilities 2011: $420,718Net Assets 2011: $3,063,2232011Assets 2012: $4,467,537Liabilities 2012: $472,995Net Assets 2012: $3,994,5422012Assets 2013: $4,163,319Liabilities 2013: $433,672Net Assets 2013: $3,729,6472013Assets 2014: $3,980,719Liabilities 2014: $588,833Net Assets 2014: $3,391,8862014Assets 2015: $3,335,271Liabilities 2015: $478,512Net Assets 2015: $2,856,7592015Assets 2016: $3,416,587Liabilities 2016: $533,211Net Assets 2016: $2,883,3762016Assets 2017: $3,236,717Liabilities 2017: $434,885Net Assets 2017: $2,801,8322017Assets 2018: $3,863,585Liabilities 2018: $431,100Net Assets 2018: $3,432,4852018Assets 2019: $4,144,721Liabilities 2019: $378,310Net Assets 2019: $3,766,4112019Assets 2020: $4,380,715Liabilities 2020: $318,740Net Assets 2020: $4,061,9752020Assets 2021: $5,361,569Liabilities 2021: $440,483Net Assets 2021: $4,921,0862021Assets 2022: $6,210,175Liabilities 2022: $470,129Net Assets 2022: $5,740,0462022Assets 2023: $6,417,013Liabilities 2023: $548,314Net Assets 2023: $5,868,6992023Assets 2024: $4,469,399Liabilities 2024: $94,952Net Assets 2024: $4,374,4472024

Highlighted filing

2019

Assets$4,144,721
Liabilities$378,310
Net Assets$3,766,411
Open 2019 Filing

Operations Trend

Revenue Growth43rd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2010: $5,317,036Expenses 2010: $5,253,128Net Income 2010: $63,9082010Revenue 2011: $5,236,549Expenses 2011: $4,435,585Net Income 2011: $800,9642011Revenue 2012: $5,509,573Expenses 2012: $4,581,304Net Income 2012: $928,2692012Revenue 2013: $4,875,781Expenses 2013: $4,902,531Net Income 2013: -$26,7502013Revenue 2014: $4,585,931Expenses 2014: $4,911,639Net Income 2014: -$325,7082014Revenue 2015: $4,421,582Expenses 2015: $4,958,033Net Income 2015: -$536,4512015Revenue 2016: $4,341,619Expenses 2016: $4,316,286Net Income 2016: $25,3332016Revenue 2017: $4,387,725Expenses 2017: $4,470,643Net Income 2017: -$82,9182017Revenue 2018: $5,282,357Expenses 2018: $4,650,993Net Income 2018: $631,3642018Revenue 2019: $5,393,638Expenses 2019: $5,136,448Net Income 2019: $257,1902019Revenue 2020: $5,609,243Expenses 2020: $5,326,931Net Income 2020: $282,3122020Revenue 2021: $5,175,762Expenses 2021: $4,300,237Net Income 2021: $875,5252021Revenue 2022: $5,305,859Expenses 2022: $4,442,033Net Income 2022: $863,8262022Revenue 2023: $5,005,745Expenses 2023: $4,917,479Net Income 2023: $88,2662023Revenue 2024: $104,242Expenses 2024: $1,604,160Net Income 2024: -$1,499,9182024

Highlighted filing

2019

Revenue$5,393,638
Expenses$5,136,448
Net Income$257,190
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 27, 2020
Return Version
2019v5.1
Gross Receipts
$5,393,638
Mission and Program Overview

Mission

Providing benefits to approximately 1,771 members and their dependents. Benefits include prescription drugs, dental, disability, life insurance,and accidental death & dismemberment

Providing benefits to members and their dependents. Benefits include prescription drugs, dental, disability, life insurance,and accidental death & dismemberment

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,432,485$3,766,411▲ $333,926
Savings and Temporary Cash Investments$2,871,910$2,902,891▲ $30,981
Cash and Non-Interest-Bearing Accounts$768,171$1,099,470▲ $331,299
Accounts Receivable$218,134$137,644▼ $80,490
Prepaid Expenses and Deferred Charges$5,370$4,716▼ $654
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,863,585$4,144,721▲ $281,136
Liabilities
Other Liabilities$388,900$352,000▼ $36,900
Accounts Payable and Accrued Expenses$42,200$26,310▼ $15,890
Total Liabilities$431,100$378,310▼ $52,790
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,432,485$3,766,411▲ $333,926
Total Liabilities and Net Assets / Fund Balance$3,863,585$4,144,721▲ $281,136
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleOtherTotal
Martin LatkoTrustee$60,762$60,762
Terrance EldridgeTrustee$43,128$43,128
Frank TraceyTrustee$23,616$23,616
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,361,982
Investment Income
$31,656
Other Revenue
$0
Change in Net Assets
$257,190

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,393,638
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$2,836
Total Revenue per Audited Statements
$5,396,474
Total Revenue per Form 990
$5,393,638
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$136,248
Salaries, Compensation, and Employee Benefits$27,573
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$4,972,627
Occupancy---$55,445
Other Salaries and Wages---$27,573
Office Expenses---$24,463
Fees for Services Other---$17,500
Fees for Services Accounting---$16,800
Insurance---$15,782
Information Technology---$6,258
Total Functional Expenses$0$0$0$5,136,448

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,136,448
Expenses per Audited Statements$5,099,448
Total Expenses per Audited Statements$5,099,448
Expenses Not Reported on Financial Statements$37,000
Other Expense Adjustments$37,000
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
Claims Payable and Ibnr$352,000
Governance and Compliance

Governance Checklist

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

Governance Explanations

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

“Line 11b explanation - the return preparer mails a copy of the final version of form 990 to the board of trustees before it is filed. The trustees have the opportunity to make inquires before and after filing.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Teamsters Local 72 Welfare Fund
EIN
13-3137609
Phone
2126914228
Address
265 WEST 14TH STREET, NEW YORK, NY 10011

Signing Officer

Name
Ron Kozak
Title
Trustee
Phone
2126914228
Signed
2020-10-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Jovanovich
Formed
1982
Legal Domicile
Ny
Voting Board Members
3
Independent Board Members
0
Employees
1
Volunteers
0

Preparer

Firm
Calibre CPA Group Pllc
Address
462 SEVENTH AVENUE 16TH FLOOR, NEW YORK, NY 10018
Preparer
Mark Batliner
Phone
2126951300
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the organization has taken an uncertain tax position that more likely than not would not be sustained upon examination by the irs and department of labor. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of december 31, 2019, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan administrator believes that the plan's income tax returns for the years 2016 through 2018 remain subject to examination, based on the normal statutory periods subject to audit, notwithstanding any events or circumstances that may exist which could expand the open period.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Increase in benefit obligations 37,000.”

Raw XML Appendix332 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
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS AND DEPARTMENT OF LABOR. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2019, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN'S INCOME TAX RETURNS FOR THE YEARS 2016 THROUGH 2018 REMAIN SUBJECT TO EXAMINATION, BASED ON THE NORMAL STATUTORY PERIODS SUBJECT TO AUDIT, NOTWITHSTANDING ANY EVENTS OR CIRCUMSTANCES THAT MAY EXIST WHICH COULD EXPAND THE OPEN PERIOD.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INCREASE IN BENEFIT OBLIGATIONS 37,000.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 11B EXPLANATION - THE RETURN PREPARER MAILS A COPY OF THE FINAL VERSION OF FORM 990 TO THE BOARD OF TRUSTEES BEFORE IT IS FILED. THE TRUSTEES HAVE THE OPPORTUNITY TO MAKE INQUIRES BEFORE AND AFTER FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1LOCAL 72 INT'L BROTHERHOOD OF TEAMSTERS
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03863585
IRS990/TotalAssetsEOYAmt04144721
IRS990/TotalAssetsGrp/BOYAmt03863585
IRS990/TotalAssetsGrp/EOYAmt04144721
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/TotalAmt05136448
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0431100
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IRS990/TotalLiabilitiesGrp/EOYAmt0378310
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05361982
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-04-22 16:20:28Z
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ReturnHeader/FilingSecurityInformation/IPTm010:07:11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470900880
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010018
ReturnHeader/PreparerPersonGrp/PhoneNum02126951300
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK BATLINER
ReturnHeader/ReturnTs02020-11-04T09:08:37-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,144,721
Liabilities
$378,310
Net assets
$3,766,411
Revenue
$5,393,638
Expenses
$5,136,448
Net income
$257,190
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.47$0.09$4.37$0.10$1.60$1.50
2023Detailed filing. Detailed filing data is available for this year.$6.42$0.55$5.87$5.01$4.92$0.09
2022Detailed filing. Detailed filing data is available for this year.$6.21$0.47$5.74$5.31$4.44$0.86
2021Detailed filing. Detailed filing data is available for this year.$5.36$0.44$4.92$5.18$4.30$0.88
2020Detailed filing. Detailed filing data is available for this year.$4.38$0.32$4.06$5.61$5.33$0.28
2019Detailed filing. Detailed filing data is available for this year.$4.14$0.38$3.77$5.39$5.14$0.26
2018Detailed filing. Detailed filing data is available for this year.$3.86$0.43$3.43$5.28$4.65$0.63
2017Detailed filing. Detailed filing data is available for this year.$3.24$0.43$2.80$4.39$4.47$0.08
2016Detailed filing. Detailed filing data is available for this year.$3.42$0.53$2.88$4.34$4.32$0.03
2015Detailed filing. Detailed filing data is available for this year.$3.34$0.48$2.86$4.42$4.96$0.54
2014Summary only. Only limited summary data is available for this year.$3.98$0.59$3.39$4.59$4.91$0.33
2013Summary only. Only limited summary data is available for this year.$4.16$0.43$3.73$4.88$4.90$0.03
2012Summary only. Only limited summary data is available for this year.$4.47$0.47$3.99$5.51$4.58$0.93
2011Summary only. Only limited summary data is available for this year.$3.48$0.42$3.06$5.24$4.44$0.80
2010Summary only. Only limited summary data is available for this year.$2.72$0.45$2.26$5.32$5.25$0.06