Civic Intelligence

Local 306 Wel Fd for Municipal Employees

EIN 13-6567607 • 501(c)9 • Lynbrook, NY

Profile

Provide benefits to eligible participants.

303 Merrick RoadLynbrook, NY 11563

n/A

Siviq Scores

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

Liabilities / Assets

69th percentile

0.03x

Higher debt load relative to assets than 69% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

84th percentile

0.13x

Higher debt load relative to revenue than 84% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Source year 2024

Net Margin

69th percentile

15%

Higher net margin than 69% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

501(c)9 • $500k-$1M nonprofits • Source year 2024

Asset Growth

57th percentile

3.0%

Faster asset growth than 57% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

40th percentile

-3.5%

Faster revenue growth than 40% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$562,488

Up $20,281 (+3.7%) from 2022

Liabilities

Down

$22,500

Down $6,135 (-21%) from 2022

Net Assets

Up

$539,988

Up $26,416 (+5.1%) from 2022

Operations
Liabilities / Revenue84th percentileNet Margin69th percentile

Revenue

Up

$149,117

Up $1,437 (+1.0%) from 2022

Expenses

Up

$122,701

Up $656 (+0.5%) from 2022

Net Income

Up

$26,416

Up $781 (+3.0%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

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

$600K$400K$200K$0Assets 2010: $218,911Liabilities 2010: $13,1932010Assets 2011: $196,476Liabilities 2011: $15,0102011Assets 2012: $147,302Liabilities 2012: $8,7002012Assets 2013: $130,950Liabilities 2013: $16,9292013Assets 2014: $106,411Liabilities 2014: $8,5492014Assets 2015: $132,516Liabilities 2015: $7,634Net Assets 2015: $124,8822015Assets 2016: $164,557Liabilities 2016: $15,599Net Assets 2016: $148,9582016Assets 2017: $227,762Liabilities 2017: $14,601Net Assets 2017: $213,1612017Assets 2018: $299,555Liabilities 2018: $12,800Net Assets 2018: $286,7552018Assets 2019: $371,634Liabilities 2019: $7,000Net Assets 2019: $364,6342019Assets 2020: $458,849Liabilities 2020: $8,600Net Assets 2020: $450,2492020Assets 2021: $503,237Liabilities 2021: $15,300Net Assets 2021: $487,9372021Assets 2022: $542,207Liabilities 2022: $28,635Net Assets 2022: $513,5722022Assets 2023: $562,488Liabilities 2023: $22,500Net Assets 2023: $539,9882023

Highlighted filing

2023

Assets$562,488
Liabilities$22,500
Net Assets$539,988
Open 2023 Filing

Operations Trend

Revenue Growth40th percentile

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

$200K$100K$0-$100KRevenue 2010: $110,312Expenses 2010: $114,847Net Income 2010: -$4,5352010Revenue 2011: $100,181Expenses 2011: $124,433Net Income 2011: -$24,2522011Revenue 2012: $93,429Expenses 2012: $136,293Net Income 2012: -$42,8642012Revenue 2013: $86,229Expenses 2013: $110,810Net Income 2013: -$24,5812013Revenue 2014: $86,374Expenses 2014: $102,533Net Income 2014: -$16,1592014Revenue 2015: $91,895Expenses 2015: $64,875Net Income 2015: $27,0202015Revenue 2016: $85,916Expenses 2016: $61,840Net Income 2016: $24,0762016Revenue 2017: $106,810Expenses 2017: $50,729Net Income 2017: $56,0812017Revenue 2018: $127,407Expenses 2018: $56,832Net Income 2018: $70,5752018Revenue 2019: $138,360Expenses 2019: $60,662Net Income 2019: $77,6982019Revenue 2020: $167,405Expenses 2020: $81,790Net Income 2020: $85,6152020Revenue 2021: $149,257Expenses 2021: $109,069Net Income 2021: $40,1882021Revenue 2022: $147,680Expenses 2022: $122,045Net Income 2022: $25,6352022Revenue 2023: $149,117Expenses 2023: $122,701Net Income 2023: $26,4162023

Highlighted filing

2023

Revenue$149,117
Expenses$122,701
Net Income$26,416
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$562,488
Liabilities
$22,500
Net assets
$539,988
Revenue
$149,117
Expenses
$122,701
Net income
$26,416
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$5.62$0.23$5.40$1.49$1.23$0.26
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.42$0.29$5.14$1.48$1.22$0.26
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.03$0.15$4.88$1.49$1.09$0.40
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.59$0.09$4.50$1.67$0.82$0.86
2019Detailed filing. Detailed filing data is available for this year.$3.72$0.07$3.65$1.38$0.61$0.78
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.00$0.13$2.87$1.27$0.57$0.71
2017Detailed filing. Detailed filing data is available for this year.$2.28$0.15$2.13$1.07$0.51$0.56
2016Detailed filing. Detailed filing data is available for this year.$1.65$0.16$1.49$0.86$0.62$0.24
2015Detailed filing. Detailed filing data is available for this year.$1.33$0.08$1.25$0.92$0.65$0.27
2014Summary only. Only limited summary data is available for this year.$1.06$0.09$0.86$1.03$0.16
2013Summary only. Only limited summary data is available for this year.$1.31$0.17$0.86$1.11$0.25
2012Summary only. Only limited summary data is available for this year.$1.47$0.09$0.93$1.36$0.43
2011Summary only. Only limited summary data is available for this year.$1.96$0.15$1.00$1.24$0.24
2010Summary only. Only limited summary data is available for this year.$2.19$0.13$1.10$1.15$0.05
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 9, 2023
Return Version
2021v4.2
Gross Receipts
$147,680
Mission and Program Overview

Mission

Provide benefits to eligible participants.

Provide benefits to eligible participants and their dependents who are covered by collective bargaining agreeements.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$474,846$514,325▲ $39,479
Rtn Earn Endowment Incm Other Fnds$487,937$513,572▲ $25,635
Accounts Receivable$26,683$26,174▼ $509
Prepaid Expenses and Deferred Charges$1,708$1,708→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$503,237$542,207▲ $38,970
Liabilities
Accounts Payable and Accrued Expenses$10,200$21,135▲ $10,935
Other Liabilities$5,100$7,500▲ $2,400
Total Liabilities$15,300$28,635▲ $13,335
Net Assets / Fund Balance
Total Net Assets Fund Balance$487,937$513,572▲ $25,635
Total Liabilities and Net Assets / Fund Balance$503,237$542,207▲ $38,970
Compensation and Service Providers
Top Officer Pay56th percentile

Board Members and Trustees

NameTitle
Charles OlivaTrustee
Joseph RivierzoTrustee
Michael FewxTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$145,679
Investment Income
$2,001
Other Revenue
$0
Change in Net Assets
$25,635

Audited Revenue Reconciliation

Revenue per Audited Statements
$147,680
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$147,680
Total Revenue per Form 990
$147,680
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$21,563
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---$100,482
Fees for Services Legal---$9,788
Fees for Services Accounting---$9,500
Insurance---$2,275
Total Functional Expenses$0$0$0$122,045

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$122,045
Expenses per Audited Statements$119,645
Total Expenses per Audited Statements$119,645
Expenses Not Reported on Financial Statements$2,400
Other Expense Adjustments$2,400
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
Health Claims Payable$7,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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

“Line 11b explanation - the return preparer provides a copy of the final version of form 990 to the trustees before it is filed. The trustees have the opportunity to make inquires before and after filing.”

Form 990, Part VI, Section C, Line 19

“No other documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Local 306 Welfare Fund for Municipal Emp
EIN
13-6567607
Phone
5163965503
Address
303 MERRICK ROAD, LYNBROOK, NY 11563

Signing Officer

Name
Michael Fewx
Title
Trustee
Phone
5163965503
Signed
2023-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Fewx
Formed
1971
Legal Domicile
Ny
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Calibre CPA Group Pllc
Address
462 SEVENTH AVENUE 16TH FLOOR, NEW YORK, NY 10018
Preparer
Mark Batliner
Phone
2126951300
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require the plan to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if it has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan administrator believes that the plan's income tax returns for the years 2019 through 2021 remain subject to examination, based on the normal statutory periods subject to audit, notwithstanding any events or circumstances that may exist which could expand the open period.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Increase in benefit obligations 2,400.”

Raw XML Appendix345 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/BOYAmt010200
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt021135
IRS990/AccountsReceivableGrp/BOYAmt026683
IRS990/AccountsReceivableGrp/EOYAmt026174
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS WHO ARE COVERED BY COLLECTIVE BARGAINING AGREEEMENTS.
IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt0100482
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BOARD OF TRUSTEES
IRS990/BooksInCareOfDetail/PhoneNum05163965503
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0303 MERRICK ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0LYNBROOK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd011563
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0474846
IRS990/CashNonInterestBearingGrp/EOYAmt0514325
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0100482
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt02001
IRS990/CYOtherExpensesAmt021563
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0145679
IRS990/CYRevenuesLessExpensesAmt025635
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0122045
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0147680
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS WHO ARE COVERED BY COLLECTIVE BARGAINING AGREEEMENTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt09500
IRS990/FeesForServicesLegalGrp/TotalAmt09788
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.20
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0MICHAEL FEWX
IRS990/Form990PartVIISectionAGrp/PersonNm1CHARLES OLIVA
IRS990/Form990PartVIISectionAGrp/PersonNm2JOSEPH RIVIERZO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01971
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0147680
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt02275
IRS990/InvestmentIncomeGrp/ExclusionAmt02001
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02001
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt021
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS WHO ARE COVERED BY COLLECTIVE BARGAINING AGREEEMENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0487937
IRS990/NetAssetsOrFundBalancesEOYAmt0513572
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt05100
IRS990/OtherLiabilitiesGrp/EOYAmt07500
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01708
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01708
IRS990/PrincipalOfficerNm0MICHAEL FEWX
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0512000
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0145679
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0145679
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt088078
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt03963
IRS990/PYOtherExpensesAmt020991
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0145294
IRS990/PYRevenuesLessExpensesAmt040188
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0109069
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0149257
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt025635
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0487937
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0513572
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt02400
IRS990ScheduleD/ExpensesSubtotalAmt0119645
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesNotIncludedAmt02400
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt07500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0HEALTH CLAIMS PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0147680
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN'S INCOME TAX RETURNS FOR THE YEARS 2019 THROUGH 2021 REMAIN SUBJECT TO EXAMINATION, BASED ON THE NORMAL STATUTORY PERIODS SUBJECT TO AUDIT, NOTWITHSTANDING ANY EVENTS OR CIRCUMSTANCES THAT MAY EXIST WHICH COULD EXPAND THE OPEN PERIOD.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INCREASE IN BENEFIT OBLIGATIONS 2,400.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0122045
IRS990ScheduleD/TotalLiabilityAmt07500
IRS990ScheduleD/TotalRevenuePerForm990Amt0147680
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0147680
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0119645
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 11B EXPLANATION - THE RETURN PREPARER PROVIDES A COPY OF THE FINAL VERSION OF FORM 990 TO THE TRUSTEES BEFORE IT IS FILED. THE TRUSTEES HAVE THE OPPORTUNITY TO MAKE INQUIRES BEFORE AND AFTER FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0OFFICE OF LABOR RELATIONS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1NEW YORK CITY DEPARTMENT OF EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2NYC HOUSING AUTHORITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3HEALTH & HOSPITAL CORP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4INTL ALLIANCE THEATRICAL LOCAL 306
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt5CITY UNIVERSITY OF NEW YORK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd4NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd5NY
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IRS990/USAddress/ZIPCd011563
IRS990/VotingMembersGoverningBodyCnt03
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL FEWX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05163965503
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCAL 306 WELFARE FUND FOR MUNICIPAL EMP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O ADMINISTRATIVE SERVICES ONLY INC
ReturnHeader/Filer/BusinessNameControlTxt0LOCA
ReturnHeader/Filer/EIN0136567607
ReturnHeader/Filer/PhoneNum05163965503
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALIBRE CPA GROUP PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0462 SEVENTH AVENUE 16TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010018
ReturnHeader/PreparerPersonGrp/PhoneNum02126951300
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK BATLINER
ReturnHeader/ReturnTs02023-05-13T06:10:05-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FEWX
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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