Civic Intelligence

Brewery Workers Local 1149 Welfare Fund

990 • Fiscal year 2015 • EIN 16-1119654

Jan 01, 2015 to Dec 31, 2015 • Filed on Sep 29, 2016

Organization ProfileN/A

View Organization Page

7272 Van Buren RoadBaldwinsville, NY 13027

(315) 638-1137

Siviq Scores

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

Liabilities / Assets

87th percentile

0.51x

Higher debt load relative to assets than 87% of similar nonprofits.

2015 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

60th percentile

0.07x

Higher debt load relative to revenue than 60% of similar nonprofits.

2015 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2015

Net Margin

57th percentile

4.5%

Higher net margin than 57% of similar nonprofits.

2015 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

85th percentile

$167,231

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2015 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2015

Asset Growth

93rd percentile

52%

Faster asset growth than 93% of similar nonprofits.

2015 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

56th percentile

4.5%

Faster revenue growth than 56% of similar nonprofits.

2015 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$1,131,407

Up $385,194 (+52%) from 2014

Net Assets

Up

$557,953

Up $360,657 (+183%) from 2014

Liabilities

Up

$573,454

Up $24,537 (+4.5%) from 2014

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin57th percentile

Revenue

Up

$7,930,896

Up $338,398 (+4.5%) from 2014

Expenses

Down

$7,570,239

Down $28,079 (-0.4%) from 2014

Net Income

Up

$360,657

Up $366,477 (+6297%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$1.5M$1.0M$500K$0-$500KAssets 2010: $119,253Liabilities 2010: $284,738Net Assets 2010: -$165,4852010Assets 2011: $202,001Liabilities 2011: $274,147Net Assets 2011: -$72,1462011Assets 2012: $294,810Liabilities 2012: $277,576Net Assets 2012: $17,2342012Assets 2013: $396,871Liabilities 2013: $193,755Net Assets 2013: $203,1162013Assets 2014: $746,213Liabilities 2014: $548,917Net Assets 2014: $197,2962014Assets 2015: $1,131,407Liabilities 2015: $573,454Net Assets 2015: $557,9532015Assets 2016: $623,506Liabilities 2016: $547,004Net Assets 2016: $76,5022016Assets 2017: $776,226Liabilities 2017: $565,236Net Assets 2017: $210,9902017Assets 2018: $1,074,550Liabilities 2018: $549,315Net Assets 2018: $525,2352018Assets 2019: $754,383Liabilities 2019: $583,296Net Assets 2019: $171,0872019Assets 2020: $1,273,211Liabilities 2020: $685,960Net Assets 2020: $587,2512020Assets 2021: $294,503Liabilities 2021: $2,622Net Assets 2021: $291,8812021Assets 2022: $327,666Liabilities 2022: $32,709Net Assets 2022: $294,9572022Assets 2023: $150,836Liabilities 2023: $25,874Net Assets 2023: $124,9622023Assets 2024: $163,272Liabilities 2024: $2,908Net Assets 2024: $160,3642024

Highlighted filing

2015

Assets$1,131,407
Liabilities$573,454
Net Assets$557,953
Open 2015 Filing

Operations Trend

Revenue Growth56th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $4,532,3572010Expenses 2011: $5,813,6172011Expenses 2012: $6,063,2482012Revenue 2013: $6,755,667Expenses 2013: $6,569,785Net Income 2013: $185,8822013Revenue 2014: $7,592,498Expenses 2014: $7,598,318Net Income 2014: -$5,8202014Revenue 2015: $7,930,896Expenses 2015: $7,570,239Net Income 2015: $360,6572015Revenue 2016: $8,380,197Expenses 2016: $8,861,648Net Income 2016: -$481,4512016Revenue 2017: $8,474,301Expenses 2017: $8,339,813Net Income 2017: $134,4882017Revenue 2018: $7,987,372Expenses 2018: $7,673,127Net Income 2018: $314,2452018Revenue 2019: $7,924,876Expenses 2019: $8,279,024Net Income 2019: -$354,1482019Revenue 2020: $7,784,055Expenses 2020: $7,367,891Net Income 2020: $416,1642020Revenue 2021: $7,641,681Expenses 2021: $7,937,051Net Income 2021: -$295,3702021Revenue 2022: $1,068,048Expenses 2022: $1,064,972Net Income 2022: $3,0762022Revenue 2023: $1,025,785Expenses 2023: $1,195,780Net Income 2023: -$169,9952023Revenue 2024: $339,561Expenses 2024: $304,159Net Income 2024: $35,4022024

Highlighted filing

2015

Revenue$7,930,896
Expenses$7,570,239
Net Income$360,657
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Sep 29, 2016
Return Version
2015v2.1
Gross Receipts
$7,930,896
Mission and Program Overview

Mission

Provide health benefits to eligible participants and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$292,003$782,306▲ $490,303
Rtn Earn Endowment Incm Other Fnds$197,296$557,953▲ $360,657
Accounts Receivable$454,210$349,101▼ $105,109
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$746,213$1,131,407▲ $385,194
Liabilities
Deferred Revenue$529,876$553,953▲ $24,077
Accounts Payable and Accrued Expenses$19,041$19,501▲ $460
Total Liabilities$548,917$573,454▲ $24,537
Net Assets / Fund Balance
Total Net Assets Fund Balance$197,296$557,953▲ $360,657
Total Liabilities and Net Assets / Fund Balance$746,213$1,131,407▲ $385,194
Compensation and Service Providers
Top Officer Pay85th percentile

Board Members and Trustees

NameTitle
Stephen W RichmondTrustee-chairman
Dennis NaveTrustee
Michael VellaTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
sieba ltdClaims Administration111 grant avenue, endicott, NY 13760$185,572
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,921,666
Investment Income
$248
Other Revenue
$8,982
Change in Net Assets
$360,657

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,930,896
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$7,930,896
Total Revenue per Form 990
$7,930,896
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$334,107
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---$7,236,132
Fees for Services Other---$233,572
Occupancy---$12,000
Fees for Services Accounting---$9,000
Office Expenses---$3,490
Fees for Services Legal---$1,364
Other Expenses---$350
Total Functional Expenses$0$0$0$7,570,239

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,570,239
Total Expenses per Audited Statements$7,570,239
Total Expenses per Form 990$7,570,239
Expenses Not Reported on Financial Statements$0
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
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 11

“A copy of the form 990 is reviewed and approved by the board of trustees.”

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

“Brewery workers local 1149 welfare fund monitors its conflict of interest policy annually.”

Form 990, Part VI, Section C, line 19

“The benefit fund makes its governing documents, policies and financial statements (form 990) available to the public upon written request which is reviewed by the benefit fund board.”

Filing and Contact Details

Filer

Filer Name
Brewery Workers Local 1149 Welfare Fund
EIN
16-1119654
Phone
3156381137
Address
7272 Van Buren Road, Baldwinsville, NY 13027

Signing Officer

Name
Stephen W Richmond
Title
Trustee
Phone
3156381137
Signed
2016-09-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen W Richmond
Formed
1968
Legal Domicile
Ny
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Novak Francella LLC
Address
ONE PRESIDENTIAL BLVD SUITE 330, BALA CYNWYD, PA 19004
Preparer
Louis Verzella CPA
Phone
6106689400
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“Brewery workers local 1149 welfare fund's board of trustees is responsible for overseeing the financial statement audit and selection of the independent public accountant who performs the audit.”

Financial Statement Notes

Part X, Line 2:

“Accounting principles generally accepted in the United States of America require Plan management to evaluate tax positions taken by the Plan and recognize a tax liability if the Plan has taken an uncertain position that, more likely than not, would not be sustained upon examination by the U.S. Federal, state, or local taxing authorities. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Typically, plan tax years will remain open for three years; however, this may differ depending upon the circumstances of the Plan.”

Raw XML AppendixShowing 400 of 426 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/BOYAmt019041
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt019501
IRS990/AccountsReceivableGrp/BOYAmt0454210
IRS990/AccountsReceivableGrp/EOYAmt0349101
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt07236132
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0stephen w richmond
IRS990/BooksInCareOfDetail/PhoneNum03156381137
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt07272 van buren road
IRS990/BooksInCareOfDetail/USAddress/CityNm0baldwinsville
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd013027
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0185572
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0111 grant avenue
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0endicott
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd013760
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0sieba ltd
IRS990/ContractorCompensationGrp/ServicesDesc0CLAIMS ADMINISTRATION
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt07236132
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0248
IRS990/CYOtherExpensesAmt0334107
IRS990/CYOtherRevenueAmt08982
IRS990/CYProgramServiceRevenueAmt07921666
IRS990/CYRevenuesLessExpensesAmt0360657
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt07570239
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt07930896
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0529876
IRS990/DeferredRevenueGrp/EOYAmt0553953
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO PROVIDE ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS WITH HEALTH BENEFITS WHICH INCLUDE DENTAL, MEDICAL, PHARMACY AND VISION.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt09000
IRS990/FeesForServicesLegalGrp/TotalAmt01364
IRS990/FeesForServicesOtherGrp/TotalAmt0233572
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt041835
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0STEPHEN W RICHMOND
IRS990/Form990PartVIISectionAGrp/PersonNm1DENNIS NAVE
IRS990/Form990PartVIISectionAGrp/PersonNm2MICHAEL VELLA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0125396
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01968
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt07930896
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0248
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0248
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0197296
IRS990/NetAssetsOrFundBalancesEOYAmt0557953
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt012000
IRS990/OfficeExpensesGrp/TotalAmt03490
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PCORI FEE / FEES MANDAT
IRS990/OtherExpensesGrp/Desc1ADMINISTRATIVE EXPENSES
IRS990/OtherExpensesGrp/Desc2SURETY BOND
IRS990/OtherExpensesGrp/TotalAmt043049
IRS990/OtherExpensesGrp/TotalAmt131282
IRS990/OtherExpensesGrp/TotalAmt2350
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous income
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt08982
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt08982
IRS990/OtherRevenueTotalAmt08982
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0STEPHEN W RICHMOND
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1Cobra Contribution
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07878227
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt143439
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07878227
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt143439
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt07260477
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0121
IRS990/PYOtherExpensesAmt0337841
IRS990/PYOtherRevenueAmt025675
IRS990/PYProgramServiceRevenueAmt07566702
IRS990/PYRevenuesLessExpensesAmt0-5820
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt07598318
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07592498
IRS990/ReconcilationRevenueExpnssAmt0360657
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0197296
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0557953
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0292003
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0782306
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt07570239
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt07930896
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require Plan management to evaluate tax positions taken by the Plan and recognize a tax liability if the Plan has taken an uncertain position that, more likely than not, would not be sustained upon examination by the U.S. Federal, state, or local taxing authorities. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Typically, plan tax years will remain open for three years; however, this may differ depending upon the circumstances of the Plan.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt07570239
IRS990ScheduleD/TotalRevenuePerForm990Amt07930896
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07930896
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt07570239
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0125396
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt014902
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt026933
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0STEPHEN W RICHMOND
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE-CHAIRMAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0167231
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BREWERY WORKERS LOCAL 1149 WELFARE FUND MONITORS ITS CONFLICT OF INTEREST POLICY ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BENEFIT FUND MAKES ITS GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS (FORM 990) AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST WHICH IS REVIEWED BY THE BENEFIT FUND BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BREWERY WORKERS LOCAL 1149 WELFARE FUND'S BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT PUBLIC ACCOUNTANT WHO PERFORMS THE AUDIT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd2NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd3NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd4NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd5NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd6NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd7NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd8NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd9NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd10NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd11NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd12NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd13NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd14NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0CNY OBGYN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1Dentes Evan
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2Eagle Beverage
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3Eyecare of CNY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4Family Medicine Assoicates
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5Fleming Town of
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6Goldberg MD Robert
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7Hawkins Charlotte
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8Jannetti MD Raymond
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9Satter Law Firm PLLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt10St Joseph's Cemetery
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt11Syracuse Orthopedic Sprecialists
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt12Varnum MD Corliss
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt13Village of Camden Police Dept
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt14Women's Health
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt05800 Heritage Landing Suite C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt15100 W Taft Road Suite 2Q
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt2PO Box 1035
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt32901 Court Street
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt45586 Legionnaire Drive Suite 1
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt52433 Dublin Road
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt66805 Holliston Circle
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt74077 Route 281
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt81129 Commons Ave
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt9217 South Salina Street - 6th Floor
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt106020 Lake Avenue
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt115719 Widewaters Parkway
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt1233 East Schuyler Street
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt1314 Church Street
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt14739 Irving Avenue Suite 640
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0East Syracuse
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm1Liverpool
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm2Oswego
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm3Syracuse
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm4Cicero
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm5Auburn
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm6Fayetteville
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm7Cortland
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm8Cortland
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm9Syracuse
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm10Auburn
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm11Syracuse
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm12Oswego
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm13Camden
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm14Syracuse
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd1NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd2NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd3NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd4NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd5NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd6NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd7NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd8NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd9NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd10NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd11NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd12NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd13NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd14NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd013057
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd113088
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd213126
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd313208
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd413039
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd513021
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd613066
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd713045
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd813045
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd913202
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd1013021
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd1113214
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd1213126
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd1313316
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd1413210
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0IBT UNION LOCAL 1149
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0166045613
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LABOR UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt07272 VAN BUREN ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BALDWINSVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd013027
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd01
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0746213
IRS990/TotalAssetsEOYAmt01131407
IRS990/TotalAssetsGrp/BOYAmt0746213
IRS990/TotalAssetsGrp/EOYAmt01131407
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt07570239
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0548917
IRS990/TotalLiabilitiesEOYAmt0573454
IRS990/TotalLiabilitiesGrp/BOYAmt0548917
IRS990/TotalLiabilitiesGrp/EOYAmt0573454
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0197296
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0557953
IRS990/TotalOtherCompensationAmt041835
IRS990/TotalProgramServiceRevenueAmt07921666
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0248
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07930648
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07930896
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0746213
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01131407
IRS990/TotReportableCompRltdOrgAmt0125396
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07272 Van Buren Road
IRS990/USAddress/CityNm0Baldwinsville
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd013027
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,131,407
Liabilities
$573,454
Net assets
$557,953
Revenue
$7,930,896
Expenses
$7,570,239
Net income
$360,657
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.00$0.16$0.34$0.30$0.04
2023Summary only. Only limited summary data is available for this year.$0.15$0.03$0.12$1.03$1.20$0.17
2022Summary only. Only limited summary data is available for this year.$0.33$0.03$0.29$1.07$1.06$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.29$0.00$0.29$7.64$7.94$0.30
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.69$0.59$7.78$7.37$0.42
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.58$0.17$7.92$8.28$0.35
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.55$0.53$7.99$7.67$0.31
2017Summary only. Only limited summary data is available for this year.$0.78$0.57$0.21$8.47$8.34$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.55$0.08$8.38$8.86$0.48
2015Detailed filing. Detailed filing data is available for this year.$1.13$0.57$0.56$7.93$7.57$0.36
2014Detailed filing. Detailed filing data is available for this year.$0.75$0.55$0.20$7.59$7.60$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.40$0.19$0.20$6.76$6.57$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.28$0.02$6.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.27$0.07$5.81
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.28$0.17$4.53