Civic Intelligence

Local 802 Musicians Health Fund

EIN 13-6198844 • 501(c)9 • New York, NY

View Organization Page

Profile

To provide health & welfare benefits to eligible participants.

322 West 48th StreetNew York, NY 10036

www.local802afm.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

82nd percentile

0.26x

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

501(c)9 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

79th percentile

0.16x

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

501(c)9 • $10M-$25M nonprofits • Source year 2024

Net Margin

32nd percentile

-0.4%

Higher net margin than 32% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Asset Growth

43rd percentile

4.2%

Faster asset growth than 43% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

55th percentile

8.4%

Faster revenue growth than 55% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$9,355,204

Up $376,787 (+4.2%) from 2023

Liabilities

Down

$2,418,476

Down $128,516 (-5.0%) from 2023

Net Assets

Up

$6,936,728

Up $505,303 (+7.9%) from 2023

Operations
Liabilities / Revenue79th percentileNet Margin32nd percentile

Revenue

Up

$15,487,081

Up $1,199,800 (+8.4%) from 2023

Expenses

Up

$15,544,236

Up $168,782 (+1.1%) from 2023

Net Income

Up

-$57,155

Up $1,031,018 (+95%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2010: $15,960,193Liabilities 2010: $1,196,999Net Assets 2010: $14,763,1942010Assets 2011: $16,214,627Liabilities 2011: $624,131Net Assets 2011: $15,590,4962011Assets 2012: $18,966,740Liabilities 2012: $596,675Net Assets 2012: $18,370,0652012Assets 2013: $19,293,915Liabilities 2013: $1,320,817Net Assets 2013: $17,973,0982013Assets 2014: $18,471,466Liabilities 2014: $1,401,893Net Assets 2014: $17,069,5732014Assets 2015: $16,634,843Liabilities 2015: $1,623,040Net Assets 2015: $15,011,8032015Assets 2016: $17,408,979Liabilities 2016: $1,031,378Net Assets 2016: $16,377,6012016Assets 2017: $18,664,980Liabilities 2017: $1,515,509Net Assets 2017: $17,149,4712017Assets 2018: $16,917,374Liabilities 2018: $2,428,559Net Assets 2018: $14,488,8152018Assets 2019: $16,035,809Liabilities 2019: $2,463,691Net Assets 2019: $13,572,1182019Assets 2020: $12,490,536Liabilities 2020: $2,047,817Net Assets 2020: $10,442,7192020Assets 2021: $8,621,573Liabilities 2021: $1,929,484Net Assets 2021: $6,692,0892021Assets 2022: $9,292,947Liabilities 2022: $1,913,246Net Assets 2022: $7,379,7012022Assets 2023: $8,978,417Liabilities 2023: $2,546,992Net Assets 2023: $6,431,4252023Assets 2024: $9,355,204Liabilities 2024: $2,418,476Net Assets 2024: $6,936,7282024

Highlighted filing

2024

Assets$9,355,204
Liabilities$2,418,476
Net Assets$6,936,728
Open 2024 Filing

Operations Trend

Revenue Growth55th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$10M$0-$10MExpenses 2010: $9,501,7362010Expenses 2011: $9,613,6182011Expenses 2012: $9,972,8292012Expenses 2013: $11,422,1012013Revenue 2014: $11,998,520Expenses 2014: $13,202,899Net Income 2014: -$1,204,3792014Revenue 2015: $13,646,957Expenses 2015: $14,861,596Net Income 2015: -$1,214,6392015Revenue 2016: $14,010,106Expenses 2016: $13,469,867Net Income 2016: $540,2392016Revenue 2017: $13,821,724Expenses 2017: $13,592,665Net Income 2017: $229,0592017Revenue 2018: $14,352,262Expenses 2018: $16,804,627Net Income 2018: -$2,452,3652018Revenue 2019: $15,142,183Expenses 2019: $16,181,596Net Income 2019: -$1,039,4132019Revenue 2020: $10,377,663Expenses 2020: $13,711,903Net Income 2020: -$3,334,2402020Revenue 2021: $10,247,405Expenses 2021: $12,933,880Net Income 2021: -$2,686,4752021Revenue 2022: $12,203,110Expenses 2022: $10,597,098Net Income 2022: $1,606,0122022Revenue 2023: $14,287,281Expenses 2023: $15,375,454Net Income 2023: -$1,088,1732023Revenue 2024: $15,487,081Expenses 2024: $15,544,236Net Income 2024: -$57,1552024

Highlighted filing

2024

Revenue$15,487,081
Expenses$15,544,236
Net Income-$57,155
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$9,355,204
Liabilities
$2,418,476
Net assets
$6,936,728
Revenue
$15,487,081
Expenses
$15,544,236
Net income
-$57,155
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.36$2.42$6.94$15.5$15.5$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.98$2.55$6.43$14.3$15.4$1.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.29$1.91$7.38$12.2$10.6$1.61
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.62$1.93$6.69$10.2$12.9$2.69
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.5$2.05$10.4$10.4$13.7$3.33
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.0$2.46$13.6$15.1$16.2$1.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.9$2.43$14.5$14.4$16.8$2.45
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.7$1.52$17.1$13.8$13.6$0.23
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.4$1.03$16.4$14.0$13.5$0.54
2015Detailed filing. Detailed filing data is available for this year.$16.6$1.62$15.0$13.6$14.9$1.21
2014Detailed filing. Detailed filing data is available for this year.$18.5$1.40$17.1$12.0$13.2$1.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.3$1.32$18.0$11.4
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.0$0.60$18.4$9.97
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.2$0.62$15.6$9.61
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.0$1.20$14.8$9.50
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Apr 10, 2025
Return Version
2023v6.0
Gross Receipts
$15,487,081
Mission and Program Overview

Mission

To provide health & welfare benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$6,431,425$6,936,728▲ $505,303
Investments in Publicly Traded Securities$4,756,608$6,586,762▲ $1,830,154
Accounts Receivable$1,774,519$1,619,325▼ $155,194
Savings and Temporary Cash Investments$556,317$524,136▼ $32,181
Cash and Non-Interest-Bearing Accounts$1,638,647$326,383▼ $1,312,264
Land, Buildings, and Equipment, Net$45,931$254,390▲ $208,459
Prepaid Expenses and Deferred Charges$206,395$44,208▼ $162,187
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$8,978,417$9,355,204▲ $376,787
Other Assets Total-$0-
Liabilities
Other Liabilities$1,711,740$1,573,688▼ $138,052
Deferred Revenue$606,627$593,732▼ $12,895
Accounts Payable and Accrued Expenses$228,625$251,056▲ $22,431
Total Liabilities$2,546,992$2,418,476▼ $128,516
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,431,425$6,936,728▲ $505,303
Total Liabilities and Net Assets / Fund Balance$8,978,417$9,355,204▲ $376,787

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$254,379$199,969$454,348
Other Land Buildings$11$12,658$12,669
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Cathy CozensTrustee
Christopher BrockmeyerTrustee
David RichardsTrustee
Harvey MarsTrustee
Jordan GatenbyTrustee
Karen FisherTrustee
Martha HydeTrustee
Morris KainumaTrustee
Sara CutlerTrustee
Thom ClayTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Empire HealthChoice Assurance IncClaims Admin11 WEST 42ND STREET, New York, NY 10036$313,887
The Segal CompanyActuary333 WEST 34TH STREET, New York, NY 10001$123,885
SaveOnSPPrescription Consultant40 La Riviere Dr Ste 310, Buffalo, NY 14202$104,860
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$14,401,213
Investment Income
$235,606
Other Revenue
$850,262
Change in Net Assets
$-57,155

Audited Revenue Reconciliation

Revenue per Audited Statements
$15,470,081
Revenue Not Reported on Financial Statements
$17,000
Revenue Not Reported on Form 990
$562,458
Other Revenue Adjustments
$17,000
Total Revenue per Audited Statements
$16,032,539
Total Revenue per Form 990
$15,487,081
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,886,651
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$13,657,585
Fees for Services Other---$573,926
Fees for Services Legal---$130,523
Information Technology---$106,683
Other Expenses---$59,715
Occupancy---$57,266
Fees for Services Accounting---$54,040
Office Expenses---$40,719
Insurance---$40,207
Depreciation Depletion---$24,541
Fees for Service Investment Mgmnt Fees---$17,000
Conferences and Meetings---$11,730
Total Functional Expenses$0$0$0$15,544,236

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$15,665,288
Total Expenses per Audited Statements$15,665,288
Total Expenses per Form 990$15,544,236
Expenses Not Reported on Financial Statements$-121,052
Other Expense Adjustments$-121,052
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefit Obligations$1,573,688
Governance and Compliance

Governance Checklist

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

“Form 990 was distributed to all trustees before filing.”

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

“Article VII of the conflict of interest policy provides for conducting periodic reviews.”

Form 990, Part VI, Section B, Line 15B

“The board of trustees reviews the fund administrator's salary annually and approves increases, if any.”

Form 990, Part VI, Section C, Line 19

“Governing documents, policies, and financial statements are not made available to the public.”

Filing and Contact Details

Filer

Filer Name
Local 802 Musicians Health Fund
EIN
13-6198844
Phone
2122454802
Address
322 WEST 48TH STREET, NEW YORK, NY 10036

Signing Officer

Name
Christopher Brockmeyer
Title
Trustee
Signed
2025-04-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher Brockmeyer
Formed
1966
Legal Domicile
Ny
Voting Board Members
10
Independent Board Members
10
Employees
332

Preparer

Firm
Gould Kobrick & Schlapp PC
Address
192 Lexington Ave Ste 700, New York, NY 10016
Preparer
Steven T Schlapp
Phone
2125649451
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 2A - Num of Empl

“The plan does not have any employees. W-2s were issued to participants of the plan who received taxable benefits.”

Financial Statement Notes

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Investment fees $17000”

Raw XML AppendixShowing 400 of 448 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
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IRS990/AccountsReceivableGrp/EOYAmt01619325
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH & WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0false
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IRS990/BooksInCareOfDetail/PhoneNum02122454802
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IRS990/BooksInCareOfDetail/USAddress/CityNm0NEW YORK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0100361338
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IRS990/BusinessRlnWithFamMemInd0false
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IRS990/CashNonInterestBearingGrp/EOYAmt0326383
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IRS990/CollectionsOfArtInd0false
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IRS990/CompDisqualPersonsGrp/TotalAmt00
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IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt011730
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IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0123885
IRS990/ContractorCompensationGrp/CompensationAmt1313887
IRS990/ContractorCompensationGrp/CompensationAmt2104860
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0333 WEST 34TH STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt111 WEST 42ND STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt240 La Riviere Dr Ste 310
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0NEW YORK
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IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2SaveOnSP
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IRS990/ContractorCompensationGrp/ServicesDesc1CLAIMS ADMIN
IRS990/ContractorCompensationGrp/ServicesDesc2Prescription Consultant
IRS990/CreditCounselingInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF TRUSTEES REVIEWS THE FUND ADMINISTRATOR'S SALARY ANNUALLY AND APPROVES INCREASES, IF ANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.
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