Civic Intelligence

Cement & Concrete Workers District Council Welfare Fund

990 • Fiscal year 2016 • EIN 13-5542693

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 12, 2017

Organization ProfileWWW.CCWBF.ORG

View Organization Page

35-30 Francis Lewis BoulevardFlushing, NY 11358

(718) 762-6133

Siviq Scores

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

Liabilities / Assets

64th percentile

0.08x

Higher debt load relative to assets than 64% of similar nonprofits.

2016 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2016

Liabilities / Revenue

81st percentile

0.22x

Higher debt load relative to revenue than 81% of similar nonprofits.

2016 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2016

Net Margin

87th percentile

29%

Higher net margin than 87% of similar nonprofits.

2016 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2016

Top Officer Pay

60th percentile

$145,915

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2016 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2016

Asset Growth

74th percentile

12%

Faster asset growth than 74% of similar nonprofits.

2016 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2015 to 2016

Revenue Growth

86th percentile

17%

Faster revenue growth than 86% of similar nonprofits.

2016 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$115,632,910

Up $11,966,983 (+12%) from 2015

Net Assets

Up

$106,507,561

Up $6,276,947 (+6.3%) from 2015

Liabilities

Up

$9,125,349

Up $5,690,036 (+166%) from 2015

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin87th percentile

Revenue

Up

$41,317,079

Up $6,144,037 (+17%) from 2015

Expenses

Up

$29,521,411

Up $5,670,219 (+24%) from 2015

Net Income

Up

$11,795,668

Up $473,818 (+4.2%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$150M$100M$50M$0Assets 2011: $77,899,935Liabilities 2011: $2,748,273Net Assets 2011: $75,151,6622011Assets 2012: $84,019,284Liabilities 2012: $3,019,598Net Assets 2012: $80,999,6862012Assets 2013: $89,543,412Liabilities 2013: $3,035,902Net Assets 2013: $86,507,5102013Assets 2014: $93,389,899Liabilities 2014: $2,261,695Net Assets 2014: $91,128,2042014Assets 2015: $103,665,927Liabilities 2015: $3,435,313Net Assets 2015: $100,230,6142015Assets 2016: $115,632,910Liabilities 2016: $9,125,349Net Assets 2016: $106,507,5612016Assets 2017: $125,359,592Liabilities 2017: $12,846,097Net Assets 2017: $112,513,4952017Assets 2018: $114,605,489Liabilities 2018: $10,438,286Net Assets 2018: $104,167,2032018Assets 2019: $116,121,628Liabilities 2019: $8,241,261Net Assets 2019: $107,880,3672019Assets 2020: $115,159,029Liabilities 2020: $8,660,355Net Assets 2020: $106,498,6742020Assets 2021: $115,712,146Liabilities 2021: $7,772,016Net Assets 2021: $107,940,1302021Assets 2022: $89,661,297Liabilities 2022: $6,447,117Net Assets 2022: $83,214,1802022Assets 2023: $80,647,433Liabilities 2023: $5,346,539Net Assets 2023: $75,300,8942023Assets 2024: $70,043,469Liabilities 2024: $7,690,705Net Assets 2024: $62,352,7642024

Highlighted filing

2016

Assets$115,632,910
Liabilities$9,125,349
Net Assets$106,507,561
Open 2016 Filing

Operations Trend

Revenue Growth86th percentile

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

$60M$40M$20M$0-$20MRevenue 2011: $22,604,215Expenses 2011: $20,891,061Net Income 2011: $1,713,1542011Revenue 2012: $22,648,532Expenses 2012: $21,425,964Net Income 2012: $1,222,5682012Revenue 2013: $22,670,705Expenses 2013: $22,824,738Net Income 2013: -$154,0332013Revenue 2014: $26,821,656Expenses 2014: $24,129,026Net Income 2014: $2,692,6302014Revenue 2015: $35,173,042Expenses 2015: $23,851,192Net Income 2015: $11,321,8502015Revenue 2016: $41,317,079Expenses 2016: $29,521,411Net Income 2016: $11,795,6682016Revenue 2017: $31,762,879Expenses 2017: $33,655,259Net Income 2017: -$1,892,3802017Revenue 2018: $34,318,844Expenses 2018: $37,666,603Net Income 2018: -$3,347,7592018Revenue 2019: $39,163,367Expenses 2019: $38,444,874Net Income 2019: $718,4932019Revenue 2020: $26,974,249Expenses 2020: $36,854,931Net Income 2020: -$9,880,6822020Revenue 2021: $34,540,506Expenses 2021: $37,758,131Net Income 2021: -$3,217,6252021Revenue 2022: $23,284,267Expenses 2022: $34,553,735Net Income 2022: -$11,269,4682022Revenue 2023: $25,905,933Expenses 2023: $37,536,201Net Income 2023: -$11,630,2682023Revenue 2024: $31,733,715Expenses 2024: $39,578,600Net Income 2024: -$7,844,8852024

Highlighted filing

2016

Revenue$41,317,079
Expenses$29,521,411
Net Income$11,795,668
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 12, 2017
Return Version
2016v3.0
Gross Receipts
$83,874,806
Mission and Program Overview

Mission

To provide health and other benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$42,598,125$79,176,752▲ $36,578,627
Investments in Publicly Traded Securities$46,542,162$19,816,302▼ $26,725,860
Cash and Non-Interest-Bearing Accounts$4,690,536$9,351,436▲ $4,660,900
Accounts Receivable$4,539,397$6,431,732▲ $1,892,335
Savings and Temporary Cash Investments$3,516,417$791,079▼ $2,725,338
Prepaid Expenses and Deferred Charges$37,748$23,195▼ $14,553
Land, Buildings, and Equipment, Net$478$0▼ $478
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$103,665,927$115,632,910▲ $11,966,983
Other Assets Total$1,741,064$42,414▼ $1,698,650
Liabilities
Other Liabilities$3,216,490$8,968,707▲ $5,752,217
Accounts Payable and Accrued Expenses$218,823$156,642▼ $62,181
Total Liabilities$3,435,313$9,125,349▲ $5,690,036
Net Assets / Fund Balance
Unrestricted Net Assets$100,230,614$106,507,561▲ $6,276,947
Total Net Assets Fund Balance$100,230,614$106,507,561▲ $6,276,947
Total Liabilities and Net Assets / Fund Balance$103,665,927$115,632,910▲ $11,966,983

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$216,208$216,208
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Silvana BaldoFd AdministratorFT$130,510$15,405$145,915
Abby KaplanAsst Fd AdministraFT$110,801$23,363$134,164
Theresa a OrtizMed Claims CoordFT$100,061$22,970$123,031

Board Members and Trustees

NameTitle
Eric LeeEmp Trustee
Jack Brunnetti- Thru 116Emp Trustee
KEVIN O'BRIEN- EFF 216Emp Trustee
Michael Cahill- Thru 216Emp Trustee
Michael SalgoEmp Trustee
Angelo AngeloneUnion Trustee
Anthony Amella-eff 516Union Trustee
John PetersUnion Trustee
KIERAN O'SULLIVANUnion Trustee
Maurice Foley- Thru 416Union Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Meadow ConsultingConsulting1983 MARCUS AVENUE, New Hyde Park, NY 11042$177,505
Lerner Law Firm & Associates PClegal400 POST AVE, Westbury, NY 11590$102,276
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$29,891,217
Investment Income
$11,389,070
Other Revenue
$36,792
Change in Net Assets
$11,795,668

Audited Revenue Reconciliation

Revenue per Audited Statements
$41,094,317
Revenue Not Reported on Financial Statements
$222,762
Revenue Not Reported on Form 990
$-5,518,721
Total Revenue per Audited Statements
$35,575,596
Total Revenue per Form 990
$41,317,079
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,140,005
Other Expenses$565,387
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$27,816,019
Other Salaries and Wages---$868,033
Fees for Services Accounting---$258,693
Fees for Service Investment Mgmnt Fees---$222,762
Pension Plan Contributions---$161,984
Information Technology---$148,194
Fees for Services Legal---$141,642
Fees for Services Other---$140,632
Occupancy---$105,673
Payroll Taxes---$81,487
Office Expenses---$79,451
Insurance---$47,444
Other Employee Benefits---$28,501
Depreciation Depletion---$478
Other Expenses---$-579,582
Total Functional Expenses$0$0$0$29,521,411

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$29,521,411
Expenses per Audited Statements$25,050,650
Total Expenses per Audited Statements$25,050,650
Expenses Not Reported on Financial Statements$4,470,761
Other Expense Adjustments$4,247,999
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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Samantha AngeloneFamily MemberEmploymentNo$14,620

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
due to affliates$4,720,707
Plans Current Benefit Obligations$4,248,000
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
Yes
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, Line 11B: Form 990 Review Process

“A copy of form 990 is provided to all voting members of the governing body and reviewed at a regularly scheduled board meeting prior to submission.”

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

“Documents are available to the public to the extent required by law. Participants may view documents at the fund office upon request.”

Filing and Contact Details

Filer

Filer Name
Cement and Concrete Workers Dc
EIN
13-5542693
Phone
7187626133
Address
35-30 FRANCIS LEWIS BOULEVARD, FLUSHING, NY 11358

Signing Officer

Name
Angelo Angelone
Title
Union Trustee
Signed
2017-10-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Angelo Angelone
Legal Domicile
Ny
Voting Board Members
7
Independent Board Members
7
Employees
11

Preparer

Firm
Schultheis & Panettieri LLP
Address
210 Marcus Boulevard, Hauppauge, NY 11788-3740
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 ibnr $4248000 misc adjustment $-1”

Raw XML AppendixShowing 400 of 531 raw XML fields

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CHANGE IN IBNR $4248000 MISC ADJUSTMENT $-1
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW. PARTICIPANTS MAY VIEW DOCUMENTS AT THE FUND OFFICE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$115,632,910
Liabilities
$9,125,349
Net assets
$106,507,561
Revenue
$41,317,079
Expenses
$29,521,411
Net income
$11,795,668
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$70.0$7.69$62.4$31.7$39.6$7.84
2023Summary only. Only limited summary data is available for this year.$80.6$5.35$75.3$25.9$37.5$11.6
2022Summary only. Only limited summary data is available for this year.$89.7$6.45$83.2$23.3$34.6$11.3
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$116$7.77$108$34.5$37.8$3.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$115$8.66$106$27.0$36.9$9.88
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$116$8.24$108$39.2$38.4$0.72
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$115$10.4$104$34.3$37.7$3.35
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$125$12.8$113$31.8$33.7$1.89
2016Detailed filing. Detailed filing data is available for this year.$116$9.13$107$41.3$29.5$11.8
2015Detailed filing. Detailed filing data is available for this year.$104$3.44$100$35.2$23.9$11.3
2014Detailed filing. Detailed filing data is available for this year.$93.4$2.26$91.1$26.8$24.1$2.69
2013Detailed filing. Detailed filing data is available for this year.$89.5$3.04$86.5$22.7$22.8$0.15
2012Summary only. Only limited summary data is available for this year.$84.0$3.02$81.0$22.6$21.4$1.22
2011Summary only. Only limited summary data is available for this year.$77.9$2.75$75.2$22.6$20.9$1.71
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)9 • $100M-$250M nonprofits