Civic Intelligence

University of Massachusetts-Seiu Local 888 Health & Welfare Fund

990 • Fiscal year 2019 • EIN 20-1537585

Jan 01, 2019 to Dec 31, 2019 • Filed on Feb 14, 2020

Organization ProfileN/A
25 Braintree Hill Office Pk No 30Braintree, MA 02184

(617) 241-3367

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

50th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2019

Net Margin

71st percentile

20%

Higher net margin than 71% of similar nonprofits.

2019 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2019

Asset Growth

93rd percentile

37%

Faster asset growth than 93% of similar nonprofits.

2019 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

91st percentile

56%

Faster revenue growth than 91% of similar nonprofits.

2019 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$506,727

Up $137,643 (+37%) from 2018

Net Assets

Up

$506,727

Up $137,643 (+37%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin71st percentile

Revenue

Up

$683,222

Up $244,189 (+56%) from 2018

Expenses

Up

$545,579

Up $19,117 (+3.6%) from 2018

Net Income

Up

$137,643

Up $225,072 (+257%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$600K$400K$200K$0Assets 2010: $119,539Liabilities 2010: $0Net Assets 2010: $119,5392010Assets 2011: $202,244Liabilities 2011: $0Net Assets 2011: $202,2442011Assets 2012: $225,188Liabilities 2012: $0Net Assets 2012: $225,1882012Assets 2013: $280,963Liabilities 2013: $0Net Assets 2013: $280,9632013Assets 2014: $320,097Liabilities 2014: $0Net Assets 2014: $320,0972014Assets 2015: $337,492Liabilities 2015: $0Net Assets 2015: $337,4922015Assets 2016: $338,843Liabilities 2016: $0Net Assets 2016: $338,8432016Assets 2017: $456,513Liabilities 2017: $0Net Assets 2017: $456,5132017Assets 2018: $369,084Liabilities 2018: $0Net Assets 2018: $369,0842018Assets 2019: $506,727Liabilities 2019: $0Net Assets 2019: $506,7272019Assets 2020: $579,415Liabilities 2020: $0Net Assets 2020: $579,4152020Assets 2021: $463,274Liabilities 2021: $0Net Assets 2021: $463,2742021Assets 2022: $417,584Liabilities 2022: $0Net Assets 2022: $417,5842022Assets 2023: $341,835Liabilities 2023: $0Net Assets 2023: $341,8352023Assets 2024: $291,911Liabilities 2024: $0Net Assets 2024: $291,9112024Assets 2025: $264,464Liabilities 2025: $0Net Assets 2025: $264,4642025

Highlighted filing

2019

Assets$506,727
Liabilities$0
Net Assets$506,727
Open 2019 Filing

Operations Trend

Revenue Growth91st percentile

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $272,9442010Expenses 2011: $246,4152011Revenue 2012: $311,493Expenses 2012: $288,549Net Income 2012: $22,9442012Revenue 2013: $363,586Expenses 2013: $307,811Net Income 2013: $55,7752013Revenue 2014: $359,482Expenses 2014: $320,348Net Income 2014: $39,1342014Revenue 2015: $372,256Expenses 2015: $354,861Net Income 2015: $17,3952015Revenue 2016: $438,119Expenses 2016: $436,768Net Income 2016: $1,3512016Revenue 2017: $630,166Expenses 2017: $512,496Net Income 2017: $117,6702017Revenue 2018: $439,033Expenses 2018: $526,462Net Income 2018: -$87,4292018Revenue 2019: $683,222Expenses 2019: $545,579Net Income 2019: $137,6432019Revenue 2020: $531,848Expenses 2020: $459,160Net Income 2020: $72,6882020Revenue 2021: $412,964Expenses 2021: $529,105Net Income 2021: -$116,1412021Revenue 2022: $506,679Expenses 2022: $552,369Net Income 2022: -$45,6902022Revenue 2023: $474,355Expenses 2023: $550,104Net Income 2023: -$75,7492023Revenue 2024: $556,320Expenses 2024: $606,244Net Income 2024: -$49,9242024Revenue 2025: $518,649Expenses 2025: $546,096Net Income 2025: -$27,4472025

Highlighted filing

2019

Revenue$683,222
Expenses$545,579
Net Income$137,643
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Feb 14, 2020
Return Version
2019v5.0
Gross Receipts
$683,222
Mission and Program Overview

Mission

Payment of dental and vision benefits to participants and their beneficiaries.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$369,084$506,727▲ $137,643
Cap Stk Tr Prin Current Funds$369,084$506,727▲ $137,643
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$369,084$506,727▲ $137,643
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$369,084$506,727▲ $137,643
Total Liabilities and Net Assets / Fund Balance$369,084$506,727▲ $137,643
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Albert SaccoTrustee
Christine KrupaTrustee
Joy SchmelzerTrustee
Kimberley CaseyTrustee
Michael RutherfordTrustee
Nicholas PiscitelloTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$679,481
Investment Income
$3,741
Other Revenue
$0
Change in Net Assets
$137,643
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$61,663
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---$483,916
Insurance---$4,404
Fees for Services Accounting---$1,900
Other Expenses---$1,698
Fees for Services Other---$1,025
Total Functional Expenses$0$0$0$545,579
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
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 11B

“A copy of the form 990 was provided to all trustees for their review. The form 990 was filed after acceptance by the trustees.”

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

“All significant decisions are made by a majority of the trustees. Trustees are required to disclose any interests that could give rise to conflicts.”

Form 990, Part VI, Section C, Line 19

“The fund makes its governing documents, conflict of interest policy and financial statements available to its participants upon written request. A fee may be charged for the cost of copying the documents.”

Filing and Contact Details

Filer

Filer Name
University of Massachusetts-seiu
EIN
20-1537585
Phone
6172413367
Address
25 BRAINTREE HILL OFFICE PK NO 30, BRAINTREE, MA 02184

Signing Officer

Name
Albert Sacco
Title
Trustee
Phone
6172413367
Signed
2020-02-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
The Trustees
Formed
1985
Legal Domicile
Ma
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
O'BRIEN RILEY & RYAN PC
Address
30 BRAINTREE HILL OFFICE PARK, BRAINTREE, MA 02184
Preparer
Paul C Ryan
Phone
7814102300
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2B:

“The fund's 2018 financial statements were audited. Future audits will be at the discretion of the trustees.”

FORM 990, PART XII, LINE 2C:

“The board of trustees assumes responsibility for oversight of the compilation of the financial statements which are prepared on the modified cash basis. The process has not changed from the process followed in the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The audited financials for 2018 did not report any uncertain tax positions.”

Raw XML Appendix293 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
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IRS990/CYRevenuesLessExpensesAmt0137643
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/PersonNm0KIMBERLEY CASEY
IRS990/Form990PartVIISectionAGrp/PersonNm1CHRISTINE KRUPA
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IRS990/Form990PartVIISectionAGrp/PersonNm3MICHAEL RUTHERFORD
IRS990/Form990PartVIISectionAGrp/PersonNm4ALBERT SACCO
IRS990/Form990PartVIISectionAGrp/PersonNm5JOY SCHMELZER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
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IRS990/FormationYr01985
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IRS990/FSAuditedInd00
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IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0683222
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt04404
IRS990/InvestmentIncomeGrp/ExclusionAmt03741
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03741
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt02
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IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
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IRS990/MembersOrStockholdersInd00
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IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0369084
IRS990/NetAssetsOrFundBalancesEOYAmt0506727
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATION EXPENSES
IRS990/OtherExpensesGrp/Desc1TPA ADMINISTRATION FEES
IRS990/OtherExpensesGrp/Desc2BANK CHARGES
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IRS990/OtherExpensesGrp/TotalAmt125495
IRS990/OtherExpensesGrp/TotalAmt21698
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE AUDITED FINANCIALS FOR 2018 DID NOT REPORT ANY UNCERTAIN TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 WAS PROVIDED TO ALL TRUSTEES FOR THEIR REVIEW. THE FORM 990 WAS FILED AFTER ACCEPTANCE BY THE TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL SIGNIFICANT DECISIONS ARE MADE BY A MAJORITY OF THE TRUSTEES. TRUSTEES ARE REQUIRED TO DISCLOSE ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FUND MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO ITS PARTICIPANTS UPON WRITTEN REQUEST. A FEE MAY BE CHARGED FOR THE COST OF COPYING THE DOCUMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FUND'S 2018 FINANCIAL STATEMENTS WERE AUDITED. FUTURE AUDITS WILL BE AT THE DISCRETION OF THE TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE COMPILATION OF THE FINANCIAL STATEMENTS WHICH ARE PREPARED ON THE MODIFIED CASH BASIS. THE PROCESS HAS NOT CHANGED FROM THE PROCESS FOLLOWED IN THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
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 2B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
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IRS990/TotalVolunteersCnt00
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ReturnHeader/BuildTS02020-09-23 17:36:50Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-14
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02020-02-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm007:31:11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043176941
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0O'BRIEN RILEY & RYAN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030 BRAINTREE HILL OFFICE PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRAINTREE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002184
ReturnHeader/PreparerPersonGrp/PhoneNum07814102300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL C RYAN
ReturnHeader/ReturnTs02020-04-02T08:57:45-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$506,727
Liabilities
$0
Net assets
$506,727
Revenue
$683,222
Expenses
$545,579
Net income
$137,643
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$5.19$5.46$0.27
2024Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$5.56$6.06$0.50
2023Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$4.74$5.50$0.76
2022Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$5.07$5.52$0.46
2021Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$4.13$5.29$1.16
2020Detailed filing. Detailed filing data is available for this year.$5.79$0.00$5.79$5.32$4.59$0.73
2019Detailed filing. Detailed filing data is available for this year.$5.07$0.00$5.07$6.83$5.46$1.38
2018Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$4.39$5.26$0.87
2017Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$6.30$5.12$1.18
2016Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$4.38$4.37$0.01
2015Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$3.72$3.55$0.17
2014Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$3.59$3.20$0.39
2013Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$3.64$3.08$0.56
2012Summary only. Only limited summary data is available for this year.$2.25$0.00$2.25$3.11$2.89$0.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.02$0.00$2.02$2.46
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.20$0.00$1.20$2.73