Civic Intelligence

Local 1169 Benefit Tr Fund

EIN 13-3608156 • 501(c)9 • Hawthorne, NY

Profile

Provide benefits to members

226 Linda AveHawthorne, NY 10532
Siviq Scores

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

Liabilities / Assets

68th percentile

0.00x

Higher debt load relative to assets than 68% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

78th percentile

0.00x

Higher debt load relative to revenue than 78% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2023

Net Margin

52nd percentile

-6.6%

Higher net margin than 52% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

67th percentile

-4.3%

Faster asset growth than 67% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

81st percentile

13%

Faster revenue growth than 81% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$140,364

Down $5,999 (-4.1%) from 2024

Liabilities

Flat

$500

Flat from 2024

Net Assets

Down

$139,864

Down $5,999 (-4.1%) from 2024

Operations
Liabilities / Revenue78th percentileNet Margin52nd percentile

Revenue

Down

$83,157

Down $9,804 (-11%) from 2024

Expenses

Down

$89,156

Down $14,727 (-14%) from 2024

Net Income

Up

-$5,999

Up $4,923 (+45%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

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

$200K$150K$100K$50K$0Assets 2012: $177,927Liabilities 2012: $02012Assets 2013: $66,844Liabilities 2013: $02013Assets 2014: $68,616Liabilities 2014: $02014Assets 2015: $15,824Liabilities 2015: $02015Assets 2016: $47,150Liabilities 2016: $02016Assets 2017: $99,126Liabilities 2017: $02017Assets 2018: $132,146Liabilities 2018: $02018Assets 2019: $144,700Liabilities 2019: $02019Assets 2020: $145,945Liabilities 2020: $02020Assets 2021: $150,037Liabilities 2021: $2,225Net Assets 2021: $147,8122021Assets 2022: $164,283Liabilities 2022: $500Net Assets 2022: $163,7832022Assets 2023: $157,286Liabilities 2023: $500Net Assets 2023: $156,7862023Assets 2024: $146,363Liabilities 2024: $500Net Assets 2024: $145,8632024Assets 2025: $140,364Liabilities 2025: $500Net Assets 2025: $139,8642025

Highlighted filing

2025

Assets$140,364
Liabilities$500
Net Assets$139,864
Open 2025 Filing

Operations Trend

Revenue Growth81st percentile

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

$200K$100K$0-$100K-$200KRevenue 2012: $131,983Expenses 2012: $139,737Net Income 2012: -$7,7542012Revenue 2013: $51,793Expenses 2013: $162,846Net Income 2013: -$111,0532013Revenue 2014: $154,252Expenses 2014: $152,480Net Income 2014: $1,7722014Revenue 2015: $114,022Expenses 2015: $166,813Net Income 2015: -$52,7912015Revenue 2016: $122,207Expenses 2016: $90,880Net Income 2016: $31,3272016Revenue 2017: $124,322Expenses 2017: $72,346Net Income 2017: $51,9762017Revenue 2018: $131,567Expenses 2018: $98,547Net Income 2018: $33,0202018Revenue 2019: $112,449Expenses 2019: $99,896Net Income 2019: $12,5532019Revenue 2020: $115,193Expenses 2020: $113,947Net Income 2020: $1,2462020Revenue 2021: $107,974Expenses 2021: $106,107Net Income 2021: $1,8672021Revenue 2022: $94,472Expenses 2022: $78,501Net Income 2022: $15,9712022Revenue 2023: $106,322Expenses 2023: $113,319Net Income 2023: -$6,9972023Revenue 2024: $92,961Expenses 2024: $103,883Net Income 2024: -$10,9222024Revenue 2025: $83,157Expenses 2025: $89,156Net Income 2025: -$5,9992025

Highlighted filing

2025

Revenue$83,157
Expenses$89,156
Net Income-$5,999
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$140,364
Liabilities
$500
Net assets
$139,864
Revenue
$83,157
Expenses
$89,156
Net income
-$5,999
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.40$0.01$1.40$0.83$0.89$0.06
2024Detailed filing. Detailed filing data is available for this year.$1.46$0.01$1.46$0.93$1.04$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.57$0.01$1.57$1.06$1.13$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.64$0.01$1.64$0.94$0.79$0.16
2021Detailed filing. Detailed filing data is available for this year.$1.50$0.02$1.48$1.08$1.06$0.02
2020Summary only. Only limited summary data is available for this year.$1.46$0.00$1.15$1.14$0.01
2019Summary only. Only limited summary data is available for this year.$1.45$0.00$1.12$1.00$0.13
2018Summary only. Only limited summary data is available for this year.$1.32$0.00$1.32$0.99$0.33
2017Summary only. Only limited summary data is available for this year.$0.99$0.00$1.24$0.72$0.52
2016Summary only. Only limited summary data is available for this year.$0.47$0.00$1.22$0.91$0.31
2015Summary only. Only limited summary data is available for this year.$0.16$0.00$1.14$1.67$0.53
2014Summary only. Only limited summary data is available for this year.$0.69$0.00$1.54$1.52$0.02
2013Summary only. Only limited summary data is available for this year.$0.67$0.00$0.52$1.63$1.11
2012Summary only. Only limited summary data is available for this year.$1.78$0.00$1.32$1.40$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Mar 8, 2026
Return Version
2024v5.0
Gross Receipts
$83,157
Mission and Program Overview

Mission

Provide benefits to members

Program Services

DescriptionGrantsExpenses
1. A dental plan on a self-funded basis for our members. Members participate as either a family or as a single member. Family members do not contribute $150 towards the plan unless it is the first year of participation in the plan as a family member. Each person in the plan is eligible to receive up to $1500 in dental benefits per year. The program is used extensively by its members. 2. A catastrophic insurance plan as an enhancement to the medical plan. It has a $25,000 deductible and covers drugs, hospitalization, long-term nursing care, etc. 3. A legal plan that offers free wills, unlimited toll-free advice, reduced costs for real estate transactions, matrimony, criminal defense, business transactions, etc. and it has an elder care rider that provides durable power of attorney, health care proxy, and living wills. It is part of the elder care security package. 4. Out-of-pocket reimbursement for the existing system that includes up to $750 for medical and dental out-of-pocket expenses, $100 for a driver program, $100 for eyeglasses and $100 for health club/fitness classes. The total reimbursement for the fiscal year was capped at $600 maximum reimbursement. The maximum will vary on a fiscal year basis and is dependent on fund balance at the end of the previous fiscal year and an estimation of current year costs. 5. A vision eyeglass plan is no charge to members. This benefit is for members only and does not include their families. 6. The trustees must keep reserve monies because the dental plan is self-funded. The maximum yearly reimbursement is $1500 for year person in the plan. If all members were to use the plan at the maximum level ($1500), the total cost of the plan could exceed $400,000. However, while this is highly unlikely the expenses are nonetheless carefully monitored.$0$87,991
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN STALLONETrustee-$0--
MICHAEL STOLZTrustee-$0--
SHAWN MARSHALLTrustee-$0--
MELISSA OLIVARESTrustee-$0--
BETTY CAMPIONE-PHILLIPSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Local 1169 Benefit Tr Fund
EIN
13-3608156
Phone
8452426269
Address
226 LINDA AVE, HAWTHORNE, NY 10532

Signing Officer

Name
Michael Stolz
Title
Trustee
Phone
9149601395
Signed
2026-03-08
Discuss with paid preparer
Yes

Preparer

Firm
Greg Zalewski
Address
101 VINE STREET, BEACON, NY 12508
Preparer
Greg Zalewski
Phone
3472289711
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^BANK FEES;147|IRS LATE FILING PENALTY;518^Total;665^”

Form 990-EZ, Part II, Line 26

“Description;EOY Amount^ACCRUED EXPENSES;500^Total;500^”

Raw XML Appendix147 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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IRS990EZ/BooksInCareOfDetail/PhoneNum08452426269
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0226 LINDA AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HAWTHORNE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd010532
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0146363
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IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt0-5999
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/ForeignFinancialAccountInd00
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IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/GamingGrossIncomeAmt00
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IRS990EZ/NetAssetsOrFundBalancesBOYAmt0145863
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0139864
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MELISSA OLIVARES
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
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IRS990EZ/OperateHospitalInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0665
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE BENEFITS TO MEMBERS
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt01. A dental plan on a self-funded basis for our members. Members participate as either a family or as a single member. Family members do not contribute $150 towards the plan unless it is the first year of participation in the plan as a family member. Each person in the plan is eligible to receive up to $1500 in dental benefits per year. The program is used extensively by its members. 2. A catastrophic insurance plan as an enhancement to the medical plan. It has a $25,000 deductible and covers drugs, hospitalization, long-term nursing care, etc. 3. A legal plan that offers free wills, unlimited toll-free advice, reduced costs for real estate transactions, matrimony, criminal defense, business transactions, etc. and it has an elder care rider that provides durable power of attorney, health care proxy, and living wills. It is part of the elder care security package. 4. Out-of-pocket reimbursement for the existing system that includes up to $750 for medical and dental out-of-pocket expenses, $100 for a driver program, $100 for eyeglasses and $100 for health club/fitness classes. The total reimbursement for the fiscal year was capped at $600 maximum reimbursement. The maximum will vary on a fiscal year basis and is dependent on fund balance at the end of the previous fiscal year and an estimation of current year costs. 5. A vision eyeglass plan is no charge to members. This benefit is for members only and does not include their families. 6. The trustees must keep reserve monies because the dental plan is self-funded. The maximum yearly reimbursement is $1500 for year person in the plan. If all members were to use the plan at the maximum level ($1500), the total cost of the plan could exceed $400,000. However, while this is highly unlikely the expenses are nonetheless carefully monitored.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TransactionWithControlEntInd00
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^BANK FEES;147|IRS LATE FILING PENALTY;518^Total;665^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;EOY Amount^ACCRUED EXPENSES;500^Total;500^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part II, Line 26
ReasonableCauseExplanation/ExplanationTxt0Our extension deadline was inadvertently missed. As soon as the error was detected, we filed the return immediately. We respectfully request an abatement of any late filing penalty assessed.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL STOLZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09149601395
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCAL 1169 BENEFIT TR FUND
ReturnHeader/Filer/BusinessNameControlTxt0LOCA
ReturnHeader/Filer/EIN0133608156
ReturnHeader/Filer/PhoneNum08452426269
ReturnHeader/Filer/USAddress/AddressLine1Txt0226 LINDA AVE
ReturnHeader/Filer/USAddress/CityNm0HAWTHORNE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010532
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Greg Zalewski
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 VINE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEACON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012508
ReturnHeader/PreparerPersonGrp/PhoneNum03472289711
ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Greg Zalewski
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-03-08T14:36:33-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-09-01
ReturnHeader/TaxPeriodEndDt02025-08-31
ReturnHeader/TaxYr02024

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