Civic Intelligence

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

990EZ • Fiscal year 2019 • EIN 13-6567607

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 16, 2020

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

73rd percentile

0.02x

Higher debt load relative to assets than 73% of similar nonprofits.

2019 filings • 501(c)9 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

77th percentile

0.05x

Higher debt load relative to revenue than 77% of similar nonprofits.

2019 filings • 501(c)9 • <$500k nonprofits • Source year 2019

Net Margin

91st percentile

56%

Higher net margin than 91% of similar nonprofits.

2019 filings • 501(c)9 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)9 • <$500k nonprofits • Source year 2019

Asset Growth

88th percentile

24%

Faster asset growth than 88% of similar nonprofits.

2019 filings • 501(c)9 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

71st percentile

8.6%

Faster revenue growth than 71% of similar nonprofits.

2019 filings • 501(c)9 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$371,634

Up $72,079 (+24%) from 2018

Net Assets

Up

$364,634

Up $77,879 (+27%) from 2018

Liabilities

Down

$7,000

Down $5,800 (-45%) from 2018

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin91st percentile

Revenue

Up

$138,360

Up $10,953 (+8.6%) from 2018

Expenses

Up

$60,662

Up $3,830 (+6.7%) from 2018

Net Income

Up

$77,698

Up $7,123 (+10%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth88th 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

2019

Assets$371,634
Liabilities$7,000
Net Assets$364,634
Open 2019 Filing

Operations Trend

Revenue Growth71st 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

2019

Revenue$138,360
Expenses$60,662
Net Income$77,698
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 16, 2020
Return Version
2018v3.1
Gross Receipts
$138,360
Mission and Program Overview

Mission

Provide benefits to eligible participants.

Program Services

DescriptionGrantsExpenses
THE PLAN PROVIDES BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.$0$0
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
Phone
5163965503
Signed
2020-01-16
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: insurance. Amount: 1,644. Description: meetings. Amount: 67. Description: bank fees. Amount: 1,298. Total to form 990-ez, line 16: 3,009.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: change in benefit obligations. Amount: 181.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: employers' contribution receivable. Beg. Of year amount: 32,013. End of year amount: 33,067. Description: prepaid expenses. Beg. Of year amount: 1,043. End of year amount: 1,807.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: accounts payable and accrued expenses. Beg. Of year amount: 12,800. End of year amount: 7,000.”

Raw XML Appendix118 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt041053
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BOARD 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/BOYAmt0266499
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0336760
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0138360
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt077698
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt016600
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0299555
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0371634
IRS990EZ/GrossReceiptsAmt0138360
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0286755
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0364634
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0286755
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0364634
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOSEPH RIVIERZO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BARRY GARFMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN SEID
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt033056
IRS990EZ/OtherAssetsTotalDetail/EOYAmt034874
IRS990EZ/OtherChangesInNetAssetsAmt0181
IRS990EZ/OtherExpensesTotalAmt03009
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PLAN PROVIDES BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt012800
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt07000
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt060662
IRS990EZ/TotalRevenueAmt0138360
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INSURANCE. AMOUNT: 1,644. DESCRIPTION: MEETINGS. AMOUNT: 67. DESCRIPTION: BANK FEES. AMOUNT: 1,298. TOTAL TO FORM 990-EZ, LINE 16: 3,009.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CHANGE IN BENEFIT OBLIGATIONS. AMOUNT: 181.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: EMPLOYERS' CONTRIBUTION RECEIVABLE. BEG. OF YEAR AMOUNT: 32,013. END OF YEAR AMOUNT: 33,067. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 1,043. END OF YEAR AMOUNT: 1,807.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS PAYABLE AND ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 12,800. END OF YEAR AMOUNT: 7,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH RIVIERZO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05163965503
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-16
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
ReturnHeader/Filer/USAddress/AddressLine1Txt0303 MERRICK ROAD
ReturnHeader/Filer/USAddress/CityNm0LYNBROOK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011563
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0099BB351ED5C43DB8E4A0DD96B056B1430213725
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0099BB351ED5C43DB8E4A0DD96B056B1430213725
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.100.43.100
ReturnHeader/FilingSecurityInformation/IPDt02020-01-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm012:47:41
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470900880
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/PreparationDt02020-01-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK BATLINER
ReturnHeader/ReturnTs02020-01-23T11:47:53-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$371,634
Liabilities
$7,000
Net assets
$364,634
Revenue
$138,360
Expenses
$60,662
Net income
$77,698
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