Civic Intelligence

Local 475 Health Plan

990 • Fiscal year 2017 • EIN 13-6179467

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 05, 2018

Organization ProfileN/A

View Organization Page

629 Fifth AvenuePelham, NY 10803

(914) 738-6555

Siviq Scores

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

Liabilities / Assets

67th percentile

0.10x

Higher debt load relative to assets than 67% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

72nd percentile

0.11x

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

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Net Margin

74th percentile

20%

Higher net margin than 74% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

83rd percentile

$157,588

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Asset Growth

88th percentile

32%

Faster asset growth than 88% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

39th percentile

1.7%

Faster revenue growth than 39% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$6,356,195

Up $1,525,810 (+32%) from 2016

Net Assets

Up

$5,730,928

Up $1,490,843 (+35%) from 2016

Liabilities

Up

$625,267

Up $34,967 (+5.9%) from 2016

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin74th percentile

Revenue

Up

$5,586,978

Up $93,917 (+1.7%) from 2016

Expenses

Up

$4,462,981

Up $481,079 (+12%) from 2016

Net Income

Down

$1,123,997

Down $387,162 (-26%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$30M$20M$10M$0Assets 2010: $2,595,591Liabilities 2010: $169,625Net Assets 2010: $2,425,9662010Assets 2011: $2,025,520Liabilities 2011: $633,728Net Assets 2011: $1,391,7922011Assets 2012: $1,575,444Liabilities 2012: $634,704Net Assets 2012: $940,7402012Assets 2013: $1,721,565Liabilities 2013: $612,891Net Assets 2013: $1,108,6742013Assets 2014: $2,056,436Liabilities 2014: $396,397Net Assets 2014: $1,660,0392014Assets 2015: $3,256,118Liabilities 2015: $446,558Net Assets 2015: $2,809,5602015Assets 2016: $4,830,385Liabilities 2016: $590,300Net Assets 2016: $4,240,0852016Assets 2017: $6,356,195Liabilities 2017: $625,267Net Assets 2017: $5,730,9282017Assets 2018: $7,257,900Liabilities 2018: $676,506Net Assets 2018: $6,581,3942018Assets 2019: $9,276,731Liabilities 2019: $667,834Net Assets 2019: $8,608,8972019Assets 2020: $12,349,764Liabilities 2020: $684,124Net Assets 2020: $11,665,6402020Assets 2021: $15,003,775Liabilities 2021: $1,914,325Net Assets 2021: $13,089,4502021Assets 2022: $14,301,318Liabilities 2022: $601,055Net Assets 2022: $13,700,2632022Assets 2023: $17,720,882Liabilities 2023: $802,478Net Assets 2023: $16,918,4042023Assets 2024: $21,721,395Liabilities 2024: $141,789Net Assets 2024: $21,579,6062024

Highlighted filing

2017

Assets$6,356,195
Liabilities$625,267
Net Assets$5,730,928
Open 2017 Filing

Operations Trend

Revenue Growth39th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $4,453,0722010Revenue 2011: $5,706,060Expenses 2011: $6,653,659Net Income 2011: -$947,5992011Expenses 2012: $5,961,7522012Revenue 2013: $5,181,020Expenses 2013: $5,108,331Net Income 2013: $72,6892013Revenue 2014: $4,814,730Expenses 2014: $4,347,133Net Income 2014: $467,5972014Revenue 2015: $4,843,707Expenses 2015: $3,659,113Net Income 2015: $1,184,5942015Revenue 2016: $5,493,061Expenses 2016: $3,981,902Net Income 2016: $1,511,1592016Revenue 2017: $5,586,978Expenses 2017: $4,462,981Net Income 2017: $1,123,9972017Revenue 2018: $5,850,890Expenses 2018: $4,790,778Net Income 2018: $1,060,1122018Revenue 2019: $7,437,795Expenses 2019: $5,323,065Net Income 2019: $2,114,7302019Revenue 2020: $7,179,864Expenses 2020: $4,925,494Net Income 2020: $2,254,3702020Revenue 2021: $7,228,742Expenses 2021: $6,839,970Net Income 2021: $388,7722021Revenue 2022: $7,193,791Expenses 2022: $4,633,052Net Income 2022: $2,560,7392022Revenue 2023: $8,024,438Expenses 2023: $6,077,035Net Income 2023: $1,947,4032023Revenue 2024: $8,048,429Expenses 2024: $5,402,103Net Income 2024: $2,646,3262024

Highlighted filing

2017

Revenue$5,586,978
Expenses$4,462,981
Net Income$1,123,997
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 5, 2018
Return Version
2017v2.2
Gross Receipts
$6,990,769
Mission and Program Overview

Mission

Employer contributions provide health & welfare benefits to participants in the plan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,240,085$5,730,928▲ $1,490,843
Investments in Publicly Traded Securities$1,875,232$2,427,932▲ $552,700
Investments Other Securities$1,355,867$2,168,859▲ $812,992
Cash and Non-Interest-Bearing Accounts$1,590,421$1,754,240▲ $163,819
Savings and Temporary Cash Investments$3,385$1,924▼ $1,461
Accounts Receivable-$0-
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$4,830,385$6,356,195▲ $1,525,810
Other Assets Total$5,480$3,240▼ $2,240
Liabilities
Accounts Payable and Accrued Expenses$590,300$625,267▲ $34,967
Total Liabilities$590,300$625,267▲ $34,967
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,240,085$5,730,928▲ $1,490,843
Total Liabilities and Net Assets / Fund Balance$4,830,385$6,356,195▲ $1,525,810
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Eduardo MelendezTrusteePT$33,398$62,520$95,918
Peter VaupelFund AdminPT$58,860$5,017$63,877

Board Members and Trustees

NameTitle
Richard ThomaTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,537,653
Investment Income
$49,325
Other Revenue
$0
Change in Net Assets
$1,123,997

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,582,527
Revenue Not Reported on Financial Statements
$4,451
Revenue Not Reported on Form 990
$366,846
Total Revenue per Audited Statements
$5,949,373
Total Revenue per Form 990
$5,586,978
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$778,995
Salaries, Compensation, and Employee Benefits$155,333
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$3,528,653
Insurance---$362,114
Other Expenses---$296,788
Current Officers, Directors, Trustees, and Key Employees---$92,258
Occupancy---$27,612
Fees for Services Accounting---$23,015
Other Salaries and Wages---$22,794
Fees for Services Legal---$21,600
Fees for Services Other---$19,000
Office Expenses---$17,764
Other Employee Benefits---$15,475
Pension Plan Contributions---$14,644
Payroll Taxes---$10,162
Travel---$6,651
Fees for Service Investment Mgmnt Fees---$4,451
Total Functional Expenses$0$0$0$4,462,981

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,462,981
Expenses per Audited Statements$4,459,530
Total Expenses per Audited Statements$4,459,530
Expenses Not Reported on Financial Statements$3,451
Other Expense Adjustments$-1,000
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
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
Yes
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
Yes
Other officer compensation reviewed
Yes
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, Line 11B: Form 990 Review Process

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

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

“Annually at the board of trustee meetings.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Increases in compensation are approved by the board and are compared to industry standards.”

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

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

Filing and Contact Details

Filer

Filer Name
Local 475 Health Plan
EIN
13-6179467
Phone
9147386555
Address
629 FIFTH AVENUE, PELHAM, NY 10803

Signing Officer

Name
Peter Vaupel
Title
Fund Administrator
Signed
2018-11-05
Discuss with paid preparer
Yes

Organization Details

Formed
1965
Legal Domicile
Ny
Voting Board Members
3
Independent Board Members
1
Employees
4

Preparer

Firm
Wagner & Zwerman LLP
Address
201 Old Country Road Ste 202, Melville, NY 11747-2731
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, 2017 and 2016, there are 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. Based on the normal statutory period for audits, the Plan administrator believes that the tax returns of the Plan for the years prior to the year ended December 31, 2014 are no longer open to examination, notwithstanding any information not yet known which could expand the open period.”

Raw XML AppendixShowing 400 of 416 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, 2017 and 2016, there are 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. Based on the normal statutory period for audits, the Plan administrator believes that the tax returns of the Plan for the years prior to the year ended December 31, 2014 are no longer open to examination, notwithstanding any information not yet known which could expand the open period.
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 THE ELECTRONIC SUBMISSION OF THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUALLY AT THE BOARD OF TRUSTEE MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INCREASES IN COMPENSATION ARE APPROVED BY THE BOARD AND ARE COMPARED TO INDUSTRY STANDARDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST, GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC.
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 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1STAFF RETIREMENT PLAN OF LOCAL 475
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1TO PROVIDE SUPPLEMENTAL RETIREMENT BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2BETTERMENT OF WAGES AND WORKING CONDITIONS
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1629 FIFTH AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2629 FIFTH AVENUE
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ReturnHeader/Filer/EIN0136179467
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,356,195
Liabilities
$625,267
Net assets
$5,730,928
Revenue
$5,586,978
Expenses
$4,462,981
Net income
$1,123,997
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$21.7$0.14$21.6$8.05$5.40$2.65
2023Detailed filing. Detailed filing data is available for this year.$17.7$0.80$16.9$8.02$6.08$1.95
2022Detailed filing. Detailed filing data is available for this year.$14.3$0.60$13.7$7.19$4.63$2.56
2021Detailed filing. Detailed filing data is available for this year.$15.0$1.91$13.1$7.23$6.84$0.39
2020Detailed filing. Detailed filing data is available for this year.$12.3$0.68$11.7$7.18$4.93$2.25
2019Detailed filing. Detailed filing data is available for this year.$9.28$0.67$8.61$7.44$5.32$2.11
2018Detailed filing. Detailed filing data is available for this year.$7.26$0.68$6.58$5.85$4.79$1.06
2017Detailed filing. Detailed filing data is available for this year.$6.36$0.63$5.73$5.59$4.46$1.12
2016Detailed filing. Detailed filing data is available for this year.$4.83$0.59$4.24$5.49$3.98$1.51
2015Detailed filing. Detailed filing data is available for this year.$3.26$0.45$2.81$4.84$3.66$1.18
2014Detailed filing. Detailed filing data is available for this year.$2.06$0.40$1.66$4.81$4.35$0.47
2013Detailed filing. Detailed filing data is available for this year.$1.72$0.61$1.11$5.18$5.11$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.58$0.63$0.94$5.96
2011Summary only. Only limited summary data is available for this year.$2.03$0.63$1.39$5.71$6.65$0.95
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.60$0.17$2.43$4.45