Civic Intelligence

Iron Workers Locals 40 361 & 417 Welfare Fund

990 • Fiscal year 2020 • EIN 13-5622663

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 27, 2021

Organization ProfileWWW.IRONWORKERS.NET

View Organization Page

451 Park Ave SouthNew York, NY 10016

(212) 684-1586

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.14x

Higher debt load relative to assets than 72% of similar nonprofits.

2020 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2020

Liabilities / Revenue

79th percentile

0.25x

Higher debt load relative to revenue than 79% of similar nonprofits.

2020 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2020

Net Margin

49th percentile

5.9%

Higher net margin than 49% of similar nonprofits.

2020 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2020

Top Officer Pay

84th percentile

$347,822

Higher top officer pay than 84% of similar nonprofits.

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

2020 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2020

Asset Growth

29th percentile

4.2%

Faster asset growth than 29% of similar nonprofits.

2020 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2019 to 2020

Revenue Growth

34th percentile

-5.9%

Faster revenue growth than 34% of similar nonprofits.

2020 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$224,931,312

Up $9,156,141 (+4.2%) from 2019

Net Assets

Up

$194,336,945

Up $9,397,154 (+5.1%) from 2019

Liabilities

Down

$30,594,367

Down $241,013 (-0.8%) from 2019

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin49th percentile

Revenue

Down

$124,828,004

Down $7,853,519 (-5.9%) from 2019

Expenses

Down

$117,511,740

Down $6,487,757 (-5.2%) from 2019

Net Income

Down

$7,316,264

Down $1,365,762 (-16%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2020

Assets$224,931,312
Liabilities$30,594,367
Net Assets$194,336,945
Open 2020 Filing

Operations Trend

Revenue Growth34th percentile

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

2020

Revenue$124,828,004
Expenses$117,511,740
Net Income$7,316,264
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 27, 2021
Return Version
2020v4.1
Gross Receipts
$368,840,736
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$184,939,791$194,336,945▲ $9,397,154
Investments Other Securities$177,086,663$174,299,040▼ $2,787,623
Cash and Non-Interest-Bearing Accounts$19,262,718$23,364,382▲ $4,101,664
Savings and Temporary Cash Investments$7,627,109$16,137,887▲ $8,510,778
Accounts Receivable$8,676,734$7,646,998▼ $1,029,736
Land, Buildings, and Equipment, Net$61,176$166,675▲ $105,499
Prepaid Expenses and Deferred Charges$101,882$101,882→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$215,775,171$224,931,312▲ $9,156,141
Other Assets Total$2,958,889$3,214,448▲ $255,559
Liabilities
Accounts Payable and Accrued Expenses$27,363,163$27,485,783▲ $122,620
Other Liabilities$3,472,217$3,108,584▼ $363,633
Total Liabilities$30,835,380$30,594,367▼ $241,013
Net Assets / Fund Balance
Total Net Assets Fund Balance$184,939,791$194,336,945▲ $9,397,154
Total Liabilities and Net Assets / Fund Balance$215,775,171$224,931,312▲ $9,156,141

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$166,675$2,272,753$2,439,428
Other Securities$7,911,813--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brian SabbaghFund ManagerFT$225,404$79,645$305,049
John J DelaneyEmployeeFT$195,127$79,645$274,772
Jim DufficyEmployeeFT$180,843$79,645$260,488
ELSIE O'NEILEmployeeFT$180,538$79,645$260,183
Ian ChanEmployeeFT$172,330$79,645$251,975
Lucia BauknightEmployeeFT$165,316$79,645$244,961
Doreen StennettEmployeeFT$151,601$79,645$231,246
Garrent LeungEmployeeFT$120,441$79,645$200,086
Kevin CushEmployeeFT$112,010$79,645$191,655
Lori DaltonEmployeeFT$105,130$79,645$184,775

Board Members and Trustees

NameTitle
A Alan SeidmanEmployers Trustee
Daniel TeutulEmployers Trustee
Jake BidoskyEmployers Trustee
Richard LucasEmployers Trustee
Robert SamelaEmployers Trustee
Robert WeissEmployers Trustee
Steve IsaacsonEmployers Trustee
Terry FlynnEmployers Trustee
Anthony DeblasieUnion Trustee
Christoper WalshUnion Trustee
Daniel DoyleUnion Trustee
John CushUnion Trustee
Keith EisgruberUnion Trustee
Matthew ChartrandUnion Trustee
Matthew P StoddardUnion Trustee
Michael GaydosUnion Trustee
Robert WalshUnion Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Joint Multi Service Associates LtdAccounting89 JOSEPH AVE, Staten Island, NY 10304$312,000
Colleran O'hara & Mills LLPLegal100 CROSSWAYS PARK DR W 200, Woodbury, NY 11797$213,148
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$116,464,830
Investment Income
$8,362,918
Other Revenue
$256
Change in Net Assets
$7,316,264

Audited Revenue Reconciliation

Revenue per Audited Statements
$124,421,882
Revenue Not Reported on Financial Statements
$406,122
Revenue Not Reported on Form 990
$2,080,890
Total Revenue per Audited Statements
$126,502,772
Total Revenue per Form 990
$124,828,004
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,342,906
Other Expenses$2,197,704
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$112,971,130
Other Salaries and Wages---$1,320,598
Other Employee Benefits---$920,252
Occupancy---$366,922
Fees for Services Accounting---$255,124
Fees for Services Legal---$228,515
Insurance---$222,513
Information Technology---$191,988
Fees for Services Other---$180,755
Payroll Taxes---$102,056
Office Expenses---$70,277
All Other Expenses---$33,664
Other Expenses---$26,689
Depreciation Depletion---$19,055
Conferences and Meetings---$8,535
Travel---$7,370
Total Functional Expenses$0$0$0$117,511,740

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$117,511,740
Expenses per Audited Statements$117,047,710
Total Expenses per Audited Statements$117,047,710
Expenses Not Reported on Financial Statements$464,030
Other Expense Adjustments$57,908
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
Due to Broker$1,890,029
Due to Affiliated Funds$1,131,776
Exchange$56,779
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 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
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 11B

“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

Filer Name
Iron Workers Local 40 361 & 417
EIN
13-5622663
Phone
2126841586
Address
451 PARK AVE SOUTH, NEW YORK, NY 10016

Signing Officer

Name
Brian Sabbagh
Title
Fund Manager
Phone
2126610945
Signed
2021-10-27
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
20
Volunteers
0

Preparer

Firm
GRASSI & CO CPA'S PC
Address
50 JERICHO QUADRANGLE SUITE 200, JERICHO, NY 11753
Preparer
Alan Silverstein
Phone
2126610945
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The plan adopted the provisions pertaining to uncertain tax provisions of financial accounting standards board ("fasb") accounting standards codification ("asc") topic 740, income taxes, and has determined that there are no material uncertain tax positions that require recognition or disclosure in the financial statements. The foundation is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The foundation believes it is no longer subject to income tax examinations prior to 2017.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Increase in benefits payable 57,908.”

Raw XML AppendixShowing 400 of 803 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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IRS990/Form990PartVIISectionAGrp/TitleTxt11UNION TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt13UNION TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt15UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16UNION TRUSTEE
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$224,931,312
Liabilities
$30,594,367
Net assets
$194,336,945
Revenue
$124,828,004
Expenses
$117,511,740
Net income
$7,316,264
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
2020Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

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