Civic Intelligence

International Union of Operating Engineers Welfare Fund

990 • Fiscal year 2013 • EIN 13-6694320

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 14, 2014

Organization ProfileN/A

View Organization Page

44-40 11th Street11101

(212) 255-7657

Siviq Scores

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

Liabilities / Assets

71st percentile

0.21x

Higher debt load relative to assets than 71% of similar nonprofits.

2013 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2013

Liabilities / Revenue

78th percentile

0.20x

Higher debt load relative to revenue than 78% of similar nonprofits.

2013 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2013

Net Margin

68th percentile

12%

Higher net margin than 68% of similar nonprofits.

2013 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2013

Top Officer Pay

85th percentile

$292,772

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2013 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2013

Asset Growth

9th percentile

-9.7%

Faster asset growth than 9% of similar nonprofits.

2013 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2012 to 2013

Revenue Growth

48th percentile

4.3%

Faster revenue growth than 48% of similar nonprofits.

2013 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$60,785,607

Down $6,557,991 (-9.7%) from 2012

Net Assets

Up

$47,897,945

Up $6,770,351 (+16%) from 2012

Liabilities

Down

$12,887,662

Down $13,328,342 (-51%) from 2012

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin68th percentile

Revenue

$65,444,081

No earlier filing loaded for comparison.

Expenses

Down

$57,833,757

Down $3,303,537 (-5.4%) from 2012

Net Income

$7,610,324

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$150M$100M$50M$0Assets 2010: $56,466,389Liabilities 2010: $15,843,926Net Assets 2010: $40,622,4632010Assets 2011: $64,662,734Liabilities 2011: $21,076,078Net Assets 2011: $43,586,6562011Assets 2012: $67,343,598Liabilities 2012: $26,216,004Net Assets 2012: $41,127,5942012Assets 2013: $60,785,607Liabilities 2013: $12,887,662Net Assets 2013: $47,897,9452013Assets 2014: $62,173,799Liabilities 2014: $14,523,154Net Assets 2014: $47,650,6452014Assets 2015: $69,358,564Liabilities 2015: $14,526,409Net Assets 2015: $54,832,1552015Assets 2016: $72,424,845Liabilities 2016: $16,504,431Net Assets 2016: $55,920,4142016Assets 2017: $73,539,965Liabilities 2017: $19,571,064Net Assets 2017: $53,968,9012017Assets 2018: $75,614,127Liabilities 2018: $19,249,385Net Assets 2018: $56,364,7422018Assets 2019: $89,748,641Liabilities 2019: $19,981,137Net Assets 2019: $69,767,5042019Assets 2020: $100,699,518Liabilities 2020: $23,648,639Net Assets 2020: $77,050,8792020Assets 2021: $98,450,225Liabilities 2021: $24,014,983Net Assets 2021: $74,435,2422021Assets 2022: $87,169,155Liabilities 2022: $26,369,257Net Assets 2022: $60,799,8982022Assets 2023: $108,984,949Liabilities 2023: $26,931,906Net Assets 2023: $82,053,0432023Assets 2024: $132,216,649Liabilities 2024: $28,223,070Net Assets 2024: $103,993,5792024

Highlighted filing

2013

Assets$60,785,607
Liabilities$12,887,662
Net Assets$47,897,945
Open 2013 Filing

Operations Trend

Revenue Growth48th percentile

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

$150M$100M$50M$0-$50MExpenses 2010: $58,057,9552010Revenue 2011: $60,123,713Expenses 2011: $57,353,610Net Income 2011: $2,770,1032011Expenses 2012: $61,137,2942012Revenue 2013: $65,444,081Expenses 2013: $57,833,757Net Income 2013: $7,610,3242013Revenue 2014: $70,406,800Expenses 2014: $70,565,685Net Income 2014: -$158,8852014Revenue 2015: $80,351,665Expenses 2015: $72,254,187Net Income 2015: $8,097,4782015Revenue 2016: $83,178,171Expenses 2016: $82,026,810Net Income 2016: $1,151,3612016Revenue 2017: $86,982,974Expenses 2017: $90,283,942Net Income 2017: -$3,300,9682017Revenue 2018: $95,993,741Expenses 2018: $91,618,769Net Income 2018: $4,374,9722018Revenue 2019: $103,721,768Expenses 2019: $93,127,777Net Income 2019: $10,593,9912019Revenue 2020: $95,363,543Expenses 2020: $89,969,819Net Income 2020: $5,393,7242020Revenue 2021: $98,628,304Expenses 2021: $99,720,453Net Income 2021: -$1,092,1492021Revenue 2022: $105,678,120Expenses 2022: $114,325,915Net Income 2022: -$8,647,7952022Revenue 2023: $123,767,101Expenses 2023: $107,062,765Net Income 2023: $16,704,3362023Revenue 2024: $144,868,496Expenses 2024: $123,842,442Net Income 2024: $21,026,0542024

Highlighted filing

2013

Revenue$65,444,081
Expenses$57,833,757
Net Income$7,610,324
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 14, 2014
Return Version
2013v3.1
Gross Receipts
$134,309,962
Mission and Program Overview

Mission

To provide medical, hospital, surgical, optical, dental, prescription drug, vacation, death, accidental death and dismemberment and short term disability benefits to eligible participants.

To provide medical, hospital, surgical, optical, dental, prescription drug, vacation, medicare supplement, death, accidental death and dismemberment and short term disability benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$52,991,369$51,674,572▼ $1,316,797
Savings and Temporary Cash Investments$2,437,083$7,034,538▲ $4,597,455
Cash and Non-Interest-Bearing Accounts$6,185,783$0▼ $6,185,783
Investments Other Securities$2,977,347$0▼ $2,977,347
Accounts Receivable$394,299$1,385,091▲ $990,792
Land, Buildings, and Equipment, Net$732,800$540,997▼ $191,803
Prepaid Expenses and Deferred Charges$59,216$150,409▲ $91,193
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$67,343,598$60,785,607▼ $6,557,991
Other Assets Total$1,565,701$0▼ $1,565,701
Liabilities
Other Liabilities$25,675,361$11,651,932▼ $14,023,429
Accounts Payable and Accrued Expenses$714,825$1,216,730▲ $501,905
Deferred Revenue$19,000$19,000→ $0
Total Liabilities$26,409,186$12,887,662▼ $13,521,524
Net Assets / Fund Balance
Unrestricted Net Assets$40,934,412$47,897,945▲ $6,963,533
Total Net Assets Fund Balance$40,934,412$47,897,945▲ $6,963,533
Total Liabilities and Net Assets / Fund Balance$67,343,598$60,785,607▼ $6,557,991

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$540,997$184,285$725,282
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Catherine Chase Ef 213Fund AdminFT$224,015$68,757$292,772
Yasir EltayebIt SupportFT$201,538$68,427$269,965
Laura AdduchioClaims SpecialistFT$163,322$64,617$227,939
Richard LopezClaims SpecialistFT$152,761$63,129$215,890
William StantonIt SupportFT$143,411$62,461$205,872
Virginia HartmanOffice ManagerFT$140,948$53,358$194,306
PATRICK KEENAN to 113Fund AdminFT$49,719$11,308$61,027

Board Members and Trustees

NameTitle
Frank DimennaEmplyr Trustee
John a BrunettiEmplyr Trustee
Daniel SchneiderUnion Trustee
James T CallahanUnion Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Empire Healthchoice Assurance INCClaims Processing-$1,258,694
Telemedicine Management INCconsulting-$168,330
Brady Mcguire & Steinberg PCLegal-$159,214
Sage Advisory Services LTD COinvestment mgmt-$113,182
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$64,086,782
Investment Income
$1,357,299
Other Revenue
$0
Change in Net Assets
$7,610,324

Audited Revenue Reconciliation

Revenue per Audited Statements
$65,298,009
Revenue Not Reported on Financial Statements
$146,072
Revenue Not Reported on Form 990
$-646,791
Total Revenue per Audited Statements
$64,651,218
Total Revenue per Form 990
$65,444,081
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,087,308
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0
Other Expenses$-21,580

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$54,768,029
Other Salaries and Wages---$1,678,775
Other Employee Benefits---$487,421
Fees for Services Accounting---$474,470
Pension Plan Contributions---$425,282
Current Officers, Directors, Trustees, and Key Employees---$353,799
Office Expenses---$338,760
Occupancy---$175,222
Fees for Services Legal---$163,930
Fees for Service Investment Mgmnt Fees---$146,072
Payroll Taxes---$142,031
Depreciation Depletion---$86,027
Insurance---$82,554
Information Technology---$52,311
Fees for Services Other---$25,875
Travel---$3,173
Other Expenses---$-1,833,886
Total Functional Expenses$0$0$0$57,833,757

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$57,833,757
Expenses per Audited Statements$56,642,019
Total Expenses per Audited Statements$56,642,019
Expenses Not Reported on Financial Statements$1,191,738
Other Expense Adjustments$1,045,666
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Virginia HartmannFamily MbrEmploymentNo$194,306

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
Benefits Payable$10,757,486
Net Trades Pending Settlement$462,985
Accrued Pension$431,461
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
Yes
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

“The form 990 was prepared in coordination with the fund administrator who works full time for the organization. Once completed, the form was provided to and reviewed by the board of trustees prior to submission.”

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

“Review of the conflict of interest policy is done annually at a trustees meeting and with the employees.”

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

“The organization's governing documents, policies and financial statements are available to the public to the extent required by law.”

Filing and Contact Details

Filer

EIN
13-6694320
Phone
2122557657

Signing Officer

Name
Thomas Callahan
Title
Union Trustee
Signed
2014-10-14
Discuss with paid preparer
Yes

Organization Details

Formed
1975
Legal Domicile
Ny
Voting Board Members
4
Independent Board Members
4
Employees
21

Preparer

Preparer
Schultheis Panettieri Llp
Phone
6312734778
Supplemental Narrative

Financial Statement Notes

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

“Change in benefits payable $1045666”

Raw XML AppendixShowing 400 of 564 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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IRS990/Form990PartVIISectionAGrp/TitleTxt7CLAIMS SPECIALIST
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm4WILLIAM STANTON
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CLAIMS SPECIALIST
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3OFFICE MANAGER

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$60,785,607
Liabilities
$12,887,662
Net assets
$47,897,945
Revenue
$65,444,081
Expenses
$57,833,757
Net income
$7,610,324
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$132$28.2$104$145$124$21.0
2023Detailed filing. Detailed filing data is available for this year.$109$26.9$82.1$124$107$16.7
2022Detailed filing. Detailed filing data is available for this year.$87.2$26.4$60.8$106$114$8.65
2021Detailed filing. Detailed filing data is available for this year.$98.5$24.0$74.4$98.6$99.7$1.09
2020Detailed filing. Detailed filing data is available for this year.$101$23.6$77.1$95.4$90.0$5.39
2019Detailed filing. Detailed filing data is available for this year.$89.7$20.0$69.8$104$93.1$10.6
2018Detailed filing. Detailed filing data is available for this year.$75.6$19.2$56.4$96.0$91.6$4.37
2017Detailed filing. Detailed filing data is available for this year.$73.5$19.6$54.0$87.0$90.3$3.30
2016Detailed filing. Detailed filing data is available for this year.$72.4$16.5$55.9$83.2$82.0$1.15
2015Detailed filing. Detailed filing data is available for this year.$69.4$14.5$54.8$80.4$72.3$8.10
2014Detailed filing. Detailed filing data is available for this year.$62.2$14.5$47.7$70.4$70.6$0.16
2013Detailed filing. Detailed filing data is available for this year.$60.8$12.9$47.9$65.4$57.8$7.61
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$67.3$26.2$41.1$61.1
2011Summary only. Only limited summary data is available for this year.$64.7$21.1$43.6$60.1$57.4$2.77
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$56.5$15.8$40.6$58.1