Civic Intelligence

Local 306 Welfare Fund for Municipal Emp Co Administrative Services Only Inc

990EZ • Fiscal year 2017 • EIN 13-6567607

Jul 01, 2016 to Jun 30, 2017 • Filed on May 08, 2018

Organization ProfileN/A
303 Merrick RoadLynbrook, NY 11563

(516) 396-5503

Siviq Scores

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

Liabilities / Assets

80th percentile

0.06x

Higher debt load relative to assets than 80% of similar nonprofits.

2017 filings • 501(c)9 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

84th percentile

0.14x

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

2017 filings • 501(c)9 • <$500k nonprofits • Source year 2017

Net Margin

90th percentile

53%

Higher net margin than 90% of similar nonprofits.

2017 filings • 501(c)9 • <$500k nonprofits • Source year 2017

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2017 filings • 501(c)9 • <$500k nonprofits • Source year 2017

Asset Growth

90th percentile

38%

Faster asset growth than 90% of similar nonprofits.

2017 filings • 501(c)9 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

83rd percentile

24%

Faster revenue growth than 83% of similar nonprofits.

2017 filings • 501(c)9 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$227,762

Up $63,205 (+38%) from 2016

Net Assets

Up

$213,161

Up $64,203 (+43%) from 2016

Liabilities

Down

$14,601

Down $998 (-6.4%) from 2016

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin90th percentile

Revenue

Up

$106,810

Up $20,894 (+24%) from 2016

Expenses

Down

$50,729

Down $11,111 (-18%) from 2016

Net Income

Up

$56,081

Up $32,005 (+133%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$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

2017

Assets$227,762
Liabilities$14,601
Net Assets$213,161
Open 2017 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$106,810
Expenses$50,729
Net Income$56,081
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 8, 2018
Return Version
2016v3.0
Gross Receipts
$106,810
Mission and Program Overview

Mission

Provide benefits to eligible participants.

Program Services

DescriptionGrantsExpenses
THE PLAN PROVIDES BENEFITS TO APPROXIMATELY 54 ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.--
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH RIVIERZOTrustee-$0--
BARRY GARFMANTrustee-$0--
JOHN SEIDTrustee-$0--
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
Joseph Rivierzo
Title
Trustee
Signed
2018-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Steinberg Steckler & Picciurro Cpas
Address
462 7TH AVE 16TH FL, NEW YORK, NY 10018-7606
Preparer
Mark Batliner
Phone
2126951300
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $293”

Other Expenses.1007

“Conferences, Conventions, and Meetings $45”

Other Expenses.1012

“Insurance $1343”

Other Assets.1005

“Accounts Receivable - Beginning $14794 Accounts Receivable - Ending $27016”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $1454 Prepaid Expenses and Deferred Charges - Ending $975”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $12243 Accounts Payable and Accrued Expenses - Ending $12312”

Total Liabilities.1

“BENEFIT OBLIGATIONS - Beginning $3356 BENEFIT OBLIGATIONS - Ending $2289”

Raw XML Appendix114 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt023520
IRS990EZ/BooksInCareOfDetail/PersonNm0BOARD OF TRUSTEES
IRS990EZ/BooksInCareOfDetail/PhoneNum05163965503
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0303 MERRICK ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LYNBROOK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd011563
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0148309
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0199771
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt056081
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt025528
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0164557
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0227762
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0106810
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0148958
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0213161
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0148958
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0213161
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOSEPH RIVIERZO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BARRY GARFMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN SEID
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt016248
IRS990EZ/OtherAssetsTotalDetail/EOYAmt027991
IRS990EZ/OtherChangesInNetAssetsAmt08122
IRS990EZ/OtherExpensesTotalAmt01681
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990EZ/ProgramServiceRevenueAmt0106810
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PLAN PROVIDES BENEFITS TO APPROXIMATELY 54 ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt015599
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt014601
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050729
IRS990EZ/TotalRevenueAmt0106810
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $293
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $45
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1343
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Accounts Receivable - Beginning $14794 Accounts Receivable - Ending $27016
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Prepaid Expenses and Deferred Charges - Beginning $1454 Prepaid Expenses and Deferred Charges - Ending $975
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Accounts Payable and Accrued Expenses - Beginning $12243 Accounts Payable and Accrued Expenses - Ending $12312
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BENEFIT OBLIGATIONS - Beginning $3356 BENEFIT OBLIGATIONS - Ending $2289
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Total Liabilities.1
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH RIVIERZO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCAL 306 WELFARE FUND FOR MUNICIPAL EMP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO ADMINISTRATIVE SERVICES ONLY INC
ReturnHeader/Filer/BusinessNameControlTxt0LOCA
ReturnHeader/Filer/EIN0136567607
ReturnHeader/Filer/PhoneNum05163965503
ReturnHeader/Filer/USAddress/AddressLine1Txt0303 MERRICK ROAD
ReturnHeader/Filer/USAddress/CityNm0LYNBROOK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011563
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEINBERG STECKLER & PICCIURRO CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0462 7TH AVE 16TH FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100187606
ReturnHeader/PreparerPersonGrp/PhoneNum02126951300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark Batliner
ReturnHeader/ReturnTs02018-05-09T08:02:37-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$227,762
Liabilities
$14,601
Net assets
$213,161
Revenue
$106,810
Expenses
$50,729
Net income
$56,081
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)9 • <$500k nonprofits