Civic Intelligence

Iron Workers Locals 40 361 & 417 Welfare Fund

990 • Fiscal year 2013 • EIN 13-5622663

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 13, 2014

Organization ProfileWWW.IRONWORKERS.NET

View Organization Page

451 Park Ave South10016

(212) 684-1586

Siviq Scores

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

Liabilities / Assets

66th percentile

0.15x

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

2013 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2013

Liabilities / Revenue

82nd percentile

0.22x

Higher debt load relative to revenue than 82% of similar nonprofits.

2013 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2013

Net Margin

50th percentile

3.7%

Higher net margin than 50% of similar nonprofits.

2013 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2013

Top Officer Pay

77th percentile

$234,052

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2013 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2013

Asset Growth

37th percentile

5.3%

Faster asset growth than 37% of similar nonprofits.

2013 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$120,819,540

Up $6,029,069 (+5.3%) from 2012

Net Assets

Up

$102,997,320

Up $5,735,773 (+5.9%) from 2012

Liabilities

Up

$17,822,220

Up $293,296 (+1.7%) from 2012

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin50th percentile

Revenue

$80,404,442

No earlier filing loaded for comparison.

Expenses

Down

$77,449,665

Down $7,638,424 (-9.0%) from 2012

Net Income

$2,954,777

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$300M$200M$100M$0Assets 2010: $77,469,742Liabilities 2010: $16,393,388Net Assets 2010: $61,076,3542010Assets 2011: $102,041,617Liabilities 2011: $21,721,581Net Assets 2011: $80,320,0362011Assets 2012: $114,790,471Liabilities 2012: $17,528,924Net Assets 2012: $97,261,5472012Assets 2013: $120,819,540Liabilities 2013: $17,822,220Net Assets 2013: $102,997,3202013Assets 2014: $125,436,839Liabilities 2014: $19,009,023Net Assets 2014: $106,427,8162014Assets 2015: $148,954,810Liabilities 2015: $28,262,376Net Assets 2015: $120,692,4342015Assets 2016: $180,374,405Liabilities 2016: $33,142,540Net Assets 2016: $147,231,8652016Assets 2017: $191,610,181Liabilities 2017: $29,661,947Net Assets 2017: $161,948,2342017Assets 2018: $194,156,991Liabilities 2018: $29,585,681Net Assets 2018: $164,571,3102018Assets 2019: $215,775,171Liabilities 2019: $30,835,380Net Assets 2019: $184,939,7912019Assets 2020: $224,931,312Liabilities 2020: $30,594,367Net Assets 2020: $194,336,9452020Assets 2021: $228,259,017Liabilities 2021: $34,627,478Net Assets 2021: $193,631,5392021Assets 2022: $207,404,664Liabilities 2022: $34,516,577Net Assets 2022: $172,888,0872022Assets 2023: $215,251,956Liabilities 2023: $31,673,254Net Assets 2023: $183,578,7022023Assets 2024: $208,178,970Liabilities 2024: $24,186,273Net Assets 2024: $183,992,6972024

Highlighted filing

2013

Assets$120,819,540
Liabilities$17,822,220
Net Assets$102,997,320
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150M$100M$50M$0-$50MExpenses 2010: $68,718,3302010Expenses 2011: $85,538,7212011Expenses 2012: $85,088,0892012Revenue 2013: $80,404,442Expenses 2013: $77,449,665Net Income 2013: $2,954,7772013Revenue 2014: $79,068,094Expenses 2014: $74,176,520Net Income 2014: $4,891,5742014Revenue 2015: $115,558,649Expenses 2015: $98,394,098Net Income 2015: $17,164,5512015Revenue 2016: $146,627,965Expenses 2016: $121,943,077Net Income 2016: $24,684,8882016Revenue 2017: $134,144,109Expenses 2017: $121,114,117Net Income 2017: $13,029,9922017Revenue 2018: $131,487,214Expenses 2018: $123,235,278Net Income 2018: $8,251,9362018Revenue 2019: $132,681,523Expenses 2019: $123,999,497Net Income 2019: $8,682,0262019Revenue 2020: $124,828,004Expenses 2020: $117,511,740Net Income 2020: $7,316,2642020Revenue 2021: $125,919,205Expenses 2021: $128,427,139Net Income 2021: -$2,507,9342021Revenue 2022: $119,986,476Expenses 2022: $119,286,258Net Income 2022: $700,2182022Revenue 2023: $112,084,782Expenses 2023: $110,845,905Net Income 2023: $1,238,8772023Revenue 2024: $112,371,776Expenses 2024: $113,208,307Net Income 2024: -$836,5312024

Highlighted filing

2013

Revenue$80,404,442
Expenses$77,449,665
Net Income$2,954,777
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 13, 2014
Return Version
2013v3.0
Gross Receipts
$141,718,877
Mission and Program Overview

Mission

Hospitalization, comprehensive, medical, prescription, dental, optical, supplementary medicare, and vacation benefit

To provide health, vacation and other benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$97,261,547$102,997,320▲ $5,735,773
Investments Other Securities$87,405,838$98,623,871▲ $11,218,033
Cash and Non-Interest-Bearing Accounts$12,456,230$10,588,914▼ $1,867,316
Savings and Temporary Cash Investments$7,656,134$6,103,992▼ $1,552,142
Accounts Receivable$5,983,665$4,138,528▼ $1,845,137
Prepaid Expenses and Deferred Charges$99,182$99,182→ $0
Land, Buildings, and Equipment, Net$49,606$45,435▼ $4,171
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$114,790,471$120,819,540▲ $6,029,069
Other Assets Total$1,139,816$1,219,618▲ $79,802
Liabilities
Accounts Payable and Accrued Expenses$14,628,421$13,581,851▼ $1,046,570
Other Liabilities$2,900,503$4,240,369▲ $1,339,866
Total Liabilities$17,528,924$17,822,220▲ $293,296
Net Assets / Fund Balance
Total Net Assets Fund Balance$97,261,547$102,997,320▲ $5,735,773
Total Liabilities and Net Assets / Fund Balance$114,790,471$120,819,540▲ $6,029,069

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$45,435$2,040,923$2,086,358
Other Securities$75,758--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brian SabbaghPlan AdministratorFT$140,400$54,552$194,952
J DelaneyEmployeeFT$109,200$54,552$163,752
ELSIE O'NEILEmployeeFT$105,456$54,552$160,008

Board Members and Trustees

NameTitle
A Alan SeidmanEmployers Trustee
Daniel TeutulEmployers Trustee
Jake BidoskyEmployers Trustee
Lawrence WeissEmployers Trustee
Richard LucasEmployers Trustee
Robert KochEmployers Trustee
Robert SamelaEmployers Trustee
Stephen HynesEmployers Trustee
Steve IsaacsonEmployers Trustee
Anthony DeblasieUnion Trustee
Daniel DoyleUnion Trustee
John CushUnion Trustee
KEVIN O'ROURKEUnion Trustee
Matthew ChartrandUnion Trustee
Matthew StoddardUnion Trustee
Matthew WeberUnion Trustee
Michael GaydosUnion Trustee
Robert WalshUnion Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Colleran O'hara & Mills LLPLegal-$264,650
Joseph SternAccounting-$264,000
Martin E Segal CoActuary-$135,552
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$76,206,599
Investment Income
$3,987,112
Other Revenue
$210,731
Change in Net Assets
$2,954,777

Audited Revenue Reconciliation

Revenue per Audited Statements
$80,149,769
Revenue Not Reported on Financial Statements
$254,672
Revenue Not Reported on Form 990
$2,780,997
Total Revenue per Audited Statements
$82,930,766
Total Revenue per Form 990
$80,404,441
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,210,537
Other Expenses$2,096,726
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$73,142,402
Other Salaries and Wages---$1,377,160
Other Employee Benefits---$726,481
Fees for Services Legal---$319,341
Occupancy---$281,994
Fees for Services Accounting---$241,188
Insurance---$224,049
Fees for Services Other---$217,162
Information Technology---$159,049
Payroll Taxes---$106,896
Office Expenses---$91,626
All Other Expenses---$52,437
Conferences and Meetings---$37,358
Other Expenses---$34,277
Travel---$27,206
Depreciation Depletion---$22,231
Total Functional Expenses$0$0$0$77,449,665

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$78,313,850
Total Expenses per Audited Statements$78,313,850
Total Expenses per Form 990$77,449,665
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-864,185
Other Expense Adjustments$-1,118,857
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 Broker$1,770,170
Due to Affiliated Funds$1,766,608
Exchange$673,591
Escrow Payable$30,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
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
Yes
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 11

“A copy of the form 990 is provided to members of organization's governing body before it is filed.”

Form 990, Part VI, Section B, Line 12C

“The organization regularly monitors the compliance with the conflict of interest policy. Enforcement of policy and compliance with the policy is addressed at quarterly board meetings.”

Form 990, Part VI, Section C, Line 19

“Documents available upon request”

Filing and Contact Details

Filer

EIN
13-5622663
Phone
2126841586

Signing Officer

Name
Brian Sabbagh
Title
Fund Manager
Phone
2126610945
Signed
2014-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian Sabbagh
Formed
1948
Legal Domicile
Ny
Voting Board Members
18
Independent Board Members
18
Employees
21
Volunteers
0

Preparer

Preparer
Alan Silverstein
Phone
2126610945
Supplemental Narrative

Financial Statement Notes

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Decrease in benefits payable -1,118,857.”

Raw XML AppendixShowing 400 of 616 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt014628421
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt013581851
IRS990/AccountsReceivableGrp/BOYAmt05983665
IRS990/AccountsReceivableGrp/EOYAmt04138528
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH, VACATION AND OTHER BENEFITS
IRS990/AllOtherExpensesGrp/TotalAmt052437
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/AuditCommitteeInd00
IRS990/BenefitsToMembersGrp/TotalAmt073142402
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10BRIAN SABBAGH
IRS990/BooksInCareOfDetail/PhoneNum02126841586
IRS990/BooksInCareOfDetail/USAddress/AddressLine10451 PARK AVE SOUTH
IRS990/BooksInCareOfDetail/USAddress/City0NEW YORK
IRS990/BooksInCareOfDetail/USAddress/State0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCode010016
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt012456230
IRS990/CashNonInterestBearingGrp/EOYAmt010588914
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt03
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt037358
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0264650
IRS990/ContractorCompensationGrp/CompensationAmt1264000
IRS990/ContractorCompensationGrp/CompensationAmt2135552
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine101225 FRANKLIN AVE SUITE 450
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1189 JOSEPH AVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine12333 WEST 34TH ST
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City0GARDEN CITY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City1STATEN ISLAND
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City2NEW YORK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State0NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State1NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State2NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode011530
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode110304
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode210001
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine10COLLERAN O'HARA & MILLS LLP
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine11JOSEPH STERN
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine12MARTIN E SEGAL CO
IRS990/ContractorCompensationGrp/ServicesDesc0LEGAL
IRS990/ContractorCompensationGrp/ServicesDesc1ACCOUNTING
IRS990/ContractorCompensationGrp/ServicesDesc2ACTUARY
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt073142402
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt03987112
IRS990/CYOtherExpensesAmt02096726
IRS990/CYOtherRevenueAmt0210731
IRS990/CYProgramServiceRevenueAmt076206599
IRS990/CYRevenuesLessExpensesAmt02954777
IRS990/CYSalariesCompEmpBnftPaidAmt02210537
IRS990/CYTotalExpensesAmt077449665
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt080404442
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt022231
IRS990/Desc0HOSPITALIZATION, COMPREHENSIVE MEDICAL, PRESCRIPTION, DENTAL, OPTICAL, SUPPLEMENTARY MEDICARE, AND VACATION BENEFITS
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt021
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt0241188
IRS990/FeesForServicesLegalGrp/TotalAmt0319341
IRS990/FeesForServicesOtherGrp/TotalAmt0217162
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2040.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1893652
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1993652
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2093652
IRS990/Form990PartVIISectionAGrp/PersonNm0DANIEL DOYLE
IRS990/Form990PartVIISectionAGrp/PersonNm1KEVIN O'ROURKE
IRS990/Form990PartVIISectionAGrp/PersonNm2ROBERT WALSH
IRS990/Form990PartVIISectionAGrp/PersonNm3MICHAEL GAYDOS
IRS990/Form990PartVIISectionAGrp/PersonNm4MATTHEW STODDARD
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN CUSH
IRS990/Form990PartVIISectionAGrp/PersonNm6ROBERT KOCH
IRS990/Form990PartVIISectionAGrp/PersonNm7JAKE BIDOSKY
IRS990/Form990PartVIISectionAGrp/PersonNm8STEPHEN HYNES
IRS990/Form990PartVIISectionAGrp/PersonNm9STEVE ISAACSON
IRS990/Form990PartVIISectionAGrp/PersonNm10ROBERT SAMELA
IRS990/Form990PartVIISectionAGrp/PersonNm11LAWRENCE WEISS
IRS990/Form990PartVIISectionAGrp/PersonNm12RICHARD LUCAS
IRS990/Form990PartVIISectionAGrp/PersonNm13A ALAN SEIDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm14DANIEL TEUTUL
IRS990/Form990PartVIISectionAGrp/PersonNm15MATTHEW CHARTRAND
IRS990/Form990PartVIISectionAGrp/PersonNm16ANTHONY DEBLASIE
IRS990/Form990PartVIISectionAGrp/PersonNm17MATTHEW WEBER
IRS990/Form990PartVIISectionAGrp/PersonNm18BRIAN SABBAGH
IRS990/Form990PartVIISectionAGrp/PersonNm19ELSIE O'NEIL
IRS990/Form990PartVIISectionAGrp/PersonNm20J DELANEY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18140400
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19105456
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20109200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6EMPLOYERS TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7EMPLOYERS TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8EMPLOYERS TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9EMPLOYERS TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10EMPLOYERS TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11EMPLOYERS TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12EMPLOYERS TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13EMPLOYERS TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14EMPLOYERS TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18PLAN ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19EMPLOYEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20EMPLOYEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01948
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0875715
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt062190150
IRS990/GrossReceiptsAmt0141718877
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0159049
IRS990/InsuranceGrp/TotalAmt0224049
IRS990/InvestmentIncomeGrp/ExclusionAmt03111397
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03111397
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt087405838
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt098623871
IRS990/IRPDocumentCnt02716
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02040923
IRS990/LandBldgEquipBasisNetGrp/BOYAmt049606
IRS990/LandBldgEquipBasisNetGrp/EOYAmt045435
IRS990/LandBldgEquipCostOrOtherBssAmt02086358
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt061314435
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0HOSPITALIZATION, COMPREHENSIVE, MEDICAL, PRESCRIPTION, DENTAL, OPTICAL, SUPPLEMENTARY MEDICARE, AND VACATION BENEFIT
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt097261547
IRS990/NetAssetsOrFundBalancesEOYAmt0102997320
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0875715
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0875715
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02780997
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0281994
IRS990/OfficeExpensesGrp/TotalAmt091626
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01139816
IRS990/OtherAssetsTotalGrp/EOYAmt01219618
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0726481
IRS990/OtherExpensesGrp/Desc0INVESTMENT EXPENSE
IRS990/OtherExpensesGrp/Desc1PREFERED PROVIDER ADMIN
IRS990/OtherExpensesGrp/Desc2POSTAGE
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/TotalAmt0254672
IRS990/OtherExpensesGrp/TotalAmt181935
IRS990/OtherExpensesGrp/TotalAmt252201
IRS990/OtherExpensesGrp/TotalAmt334277
IRS990/OtherLiabilitiesGrp/BOYAmt02900503
IRS990/OtherLiabilitiesGrp/EOYAmt04240369
IRS990/OtherRevenueMiscGrp/BusinessCd0230000
IRS990/OtherRevenueMiscGrp/Desc0SERVICE FEE INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0210731
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0210731
IRS990/OtherRevenueTotalAmt0210731
IRS990/OtherSalariesAndWagesGrp/TotalAmt01377160
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/TotalAmt0106896
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt099182
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt099182
IRS990/PrincipalOfficerNm0BRIAN SABBAGH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0230000
IRS990/ProgramServiceRevenueGrp/BusinessCd1230000
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt075801774
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1404825
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt075801774
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1404825
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt081199475
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02381828
IRS990/PYOtherExpensesAmt01791811
IRS990/PYOtherRevenueAmt01129766
IRS990/PYProgramServiceRevenueAmt097561680
IRS990/PYRevenuesLessExpensesAmt015985185
IRS990/PYSalariesCompEmpBnftPaidAmt02096803
IRS990/PYTotalExpensesAmt085088089
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0101073274
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02954777
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt097261547
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0102997320
IRS990/SavingsAndTempCashInvstGrp/BOYAmt07656134
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06103992
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt045435
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02040923
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02086358
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-864185
IRS990ScheduleD/ExpensesSubtotalAmt078313850
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0254672
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0254672
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02780997
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-1118857
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt030000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11766608
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2673591
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt31770170
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ESCROW PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO AFFILIATED FUNDS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2EXCHANGE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3DUE TO BROKER
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt062694946
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt121093001
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt211775722
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3168841
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt42815603
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt575758
IRS990ScheduleD/OtherSecuritiesGrp/Desc0U.S. GOVERNMENT AND AGENCIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc1COMMON STOCK
IRS990ScheduleD/OtherSecuritiesGrp/Desc2CORPORATE BONDS AND DEBENTURES
IRS990ScheduleD/OtherSecuritiesGrp/Desc3MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc4EXCHANGE TRADED FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc5STATE AND LOCAL GOVERNMENT BONDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$120,819,540
Liabilities
$17,822,220
Net assets
$102,997,320
Revenue
$80,404,442
Expenses
$77,449,665
Net income
$2,954,777
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$208$24.2$184$112$113$0.84
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$215$31.7$184$112$111$1.24
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$207$34.5$173$120$119$0.70
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$228$34.6$194$126$128$2.51
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$225$30.6$194$125$118$7.32
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$216$30.8$185$133$124$8.68
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$194$29.6$165$131$123$8.25
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$192$29.7$162$134$121$13.0
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$180$33.1$147$147$122$24.7
2015Detailed filing. Detailed filing data is available for this year.$149$28.3$121$116$98.4$17.2
2014Detailed filing. Detailed filing data is available for this year.$125$19.0$106$79.1$74.2$4.89
2013Detailed filing. Detailed filing data is available for this year.$121$17.8$103$80.4$77.4$2.95
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$115$17.5$97.3$85.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$102$21.7$80.3$85.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$77.5$16.4$61.1$68.7