Civic Intelligence

United Paper Workers International Union 107 Labor Management Fund

990 • Fiscal year 2013 • EIN 13-5658029

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 04, 2016

Organization ProfileN/A

View Organization Page

162-02 Jamaica Ave 2nd Floor11432

(718) 558-6181

Siviq Scores

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

Liabilities / Assets

78th percentile

0.15x

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

2013 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

63rd percentile

0.02x

Higher debt load relative to revenue than 63% of similar nonprofits.

2013 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2013

Net Margin

29th percentile

-4.9%

Higher net margin than 29% of similar nonprofits.

2013 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

83rd percentile

$61,883

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 8.7% of source-year revenue.

2013 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2013

Asset Growth

20th percentile

-13%

Faster asset growth than 20% of similar nonprofits.

2013 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

32nd percentile

-4.1%

Faster revenue growth than 32% of similar nonprofits.

2013 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$118,388

Down $18,454 (-13%) from 2012

Net Assets

Up

$101,165

Up $22,125 (+28%) from 2012

Liabilities

Down

$17,223

Down $40,579 (-70%) from 2012

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin29th percentile

Revenue

Down

$709,755

Down $30,372 (-4.1%) from 2012

Expenses

Up

$744,284

Up $38,964 (+5.5%) from 2012

Net Income

Down

-$34,529

Down $69,336 (-199%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$300K$200K$100K$0Assets 2011: $125,563Liabilities 2011: $81,330Net Assets 2011: $44,2332011Assets 2012: $136,842Liabilities 2012: $57,802Net Assets 2012: $79,0402012Assets 2013: $118,388Liabilities 2013: $17,223Net Assets 2013: $101,1652013Assets 2014: $299,149Liabilities 2014: $30,127Net Assets 2014: $269,0222014Assets 2015: $299,243Liabilities 2015: $30,186Net Assets 2015: $269,0572015Assets 2016: $282,148Liabilities 2016: $1,058Net Assets 2016: $281,0902016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2013

Assets$118,388
Liabilities$17,223
Net Assets$101,165
Open 2013 Filing

Operations Trend

Revenue Growth32nd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $642,410Expenses 2011: $637,989Net Income 2011: $4,4212011Revenue 2012: $740,127Expenses 2012: $705,320Net Income 2012: $34,8072012Revenue 2013: $709,755Expenses 2013: $744,284Net Income 2013: -$34,5292013Revenue 2014: $1,109,514Expenses 2014: $941,657Net Income 2014: $167,8572014Revenue 2015: $953,964Expenses 2015: $953,929Net Income 2015: $352015Revenue 2016: $909,641Expenses 2016: $897,608Net Income 2016: $12,0332016Revenue 2017: $334,009Expenses 2017: $615,099Net Income 2017: -$281,0902017

Highlighted filing

2013

Revenue$709,755
Expenses$744,284
Net Income-$34,529
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 4, 2016
Return Version
2013v4.0
Gross Receipts
$709,755
Mission and Program Overview

Mission

Provide medical and welfare benefits to participants and their dependents.

Provide medical and welfare benefits to approximately 300 participants and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$123,217$67,449▼ $55,768
Cash and Non-Interest-Bearing Accounts$11,681$37,253▲ $25,572
Prepaid Expenses and Deferred Charges$1,944$0▼ $1,944
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$136,842$118,388▼ $18,454
Other Assets Total-$13,686-
Liabilities
Accounts Payable and Accrued Expenses$1,148$17,223▲ $16,075
Total Liabilities$1,148$17,223▲ $16,075
Net Assets / Fund Balance
Unrestricted Net Assets$135,694$101,165▼ $34,529
Total Net Assets Fund Balance$135,694$101,165▼ $34,529
Total Liabilities and Net Assets / Fund Balance$136,842$118,388▼ $18,454

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$13,686--
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleBaseOtherTotal
Marian RiceChairman$58,083$3,800$61,883

Board Members and Trustees

NameTitle
James MillerTrustee
Stuart SchrodeTrustee
Merlin HewittTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$709,755
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-34,529

Audited Revenue Reconciliation

Revenue per Audited Statements
$709,755
Total Revenue per Audited Statements
$709,755
Total Revenue per Form 990
$709,755
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$104,618
Salaries, Compensation, and Employee Benefits$67,290
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$572,376
Current Officers, Directors, Trustees, and Key Employees---$58,083
Fees for Services Legal---$40,008
Occupancy---$27,114
Fees for Services Accounting---$12,000
Office Expenses---$9,875
Insurance---$9,859
Payroll Taxes---$5,407
Pension Plan Contributions---$3,800
Other Expenses---$296
Total Functional Expenses$0$0$0$744,284

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$744,284
Total Expenses per Audited Statements$744,284
Total Expenses per Form 990$744,284
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

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Form 990 was sent to the trustees for review. Upon approval, a waiver is signed authorizing electronic submission of the form.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Annually at the board of trustees meetings.”

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

“Upon request, governing documents, policies and financial statements are made available.”

Filing and Contact Details

Filer

EIN
13-5658029
Phone
7185586181

Signing Officer

Name
Marian Rice
Title
Chairman
Signed
2016-08-04
Discuss with paid preparer
Yes

Organization Details

Formed
1957
Legal Domicile
Ny
Voting Board Members
4
Independent Board Members
4
Employees
1

Preparer

Preparer
Andrew M Zwerman CPA
Phone
6317771000
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The plan administrator has analyzed the tax positions taken by the plan and has concluded that as of december 31, 2013 and 2012, there were 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 process. Additionally, plan management believes that the plan's returns for the years prior to the year ended december 31, 2010 are no longer open to examination, based on the statutory period for the years subject to audit.”

Raw XML Appendix319 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2013 AND 2012, THERE WERE 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 PROCESS. ADDITIONALLY, PLAN MANAGEMENT BELIEVES THAT THE PLAN'S RETURNS FOR THE YEARS PRIOR TO THE YEAR ENDED DECEMBER 31, 2010 ARE NO LONGER OPEN TO EXAMINATION, BASED ON THE STATUTORY PERIOD FOR THE YEARS SUBJECT TO AUDIT.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 WAS SENT TO THE TRUSTEES FOR REVIEW. UPON APPROVAL, A WAIVER IS SIGNED AUTHORIZING ELECTRONIC SUBMISSION OF THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUALLY AT THE BOARD OF TRUSTEES MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST, GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/UnrestrictedNetAssetsGrp/BOYAmt0135694
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0101165
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Marian Rice
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-04
ReturnHeader/Filer/BusinessName/BusinessNameLine10United Paper Workers International Union
ReturnHeader/Filer/BusinessName/BusinessNameLine20107 Labor Management Fund
ReturnHeader/Filer/BusinessNameControlTxt0UNIT
ReturnHeader/Filer/EIN0135658029
ReturnHeader/Filer/PhoneNum07185586181
ReturnHeader/Filer/USAddress/AddressLine10162-02 Jamaica Ave 2nd Floor
ReturnHeader/Filer/USAddress/City0Jamaica
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode011432
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Wagner & Zwerman LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10450 Wireless Boulevard
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Hauppauge
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode011788
ReturnHeader/PreparerPersonGrp/PhoneNum06317771000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW M ZWERMAN CPA
ReturnHeader/ReturnTs02016-08-04T08:21:53-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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
$118,388
Liabilities
$17,223
Net assets
$101,165
Revenue
$709,755
Expenses
$744,284
Net income
-$34,529
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.33$0.62$0.28
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.00$0.28$0.91$0.90$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.30$0.03$0.27$0.95$0.95$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.30$0.03$0.27$1.11$0.94$0.17
2013Detailed filing. Detailed filing data is available for this year.$0.12$0.02$0.10$0.71$0.74$0.03
2012Summary only. Only limited summary data is available for this year.$0.14$0.06$0.08$0.74$0.71$0.03
2011Summary only. Only limited summary data is available for this year.$0.13$0.08$0.04$0.64$0.64$0.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)9 • $500k-$1M nonprofits