Civic Intelligence

Joint Welfare Board Local #164 - Ibew

990 • Fiscal year 2011 • EIN 22-1537766

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 14, 2012

425 Eagle Rock Avenue07068
Siviq Scores

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

Liabilities / Assets

29th percentile

0.08x

Higher debt load relative to assets than 29% of similar nonprofits.

2011 filings • $50M-$100M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

2nd percentile

-29%

Faster asset growth than 2% of similar nonprofits.

2011 filings • $50M-$100M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$12,796,952

Down $5,231,691 (-29%) from 2010

Net Assets

Down

$11,792,507

Down $5,711,467 (-33%) from 2010

Liabilities

Up

$1,004,445

Up $479,776 (+91%) from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$50,889,893

Down $9,996,080 (-16%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300M$200M$100M$0Assets 2010: $18,028,643Liabilities 2010: $524,669Net Assets 2010: $17,503,9742010Assets 2011: $12,796,952Liabilities 2011: $1,004,445Net Assets 2011: $11,792,5072011Assets 2012: $31,341,351Liabilities 2012: $913,307Net Assets 2012: $30,428,0442012Assets 2013: $59,170,256Liabilities 2013: $822,024Net Assets 2013: $58,348,2322013Assets 2014: $87,362,948Liabilities 2014: $1,315,234Net Assets 2014: $86,047,7142014Assets 2015: $108,120,229Liabilities 2015: $1,299,522Net Assets 2015: $106,820,7072015Assets 2016: $129,827,311Liabilities 2016: $1,192,873Net Assets 2016: $128,634,4382016Assets 2017: $153,745,437Liabilities 2017: $1,263,203Net Assets 2017: $152,482,2342017Assets 2018: $157,963,534Liabilities 2018: $1,039,615Net Assets 2018: $156,923,9192018Assets 2019: $182,710,178Liabilities 2019: $1,162,758Net Assets 2019: $181,547,4202019Assets 2020: $203,164,050Liabilities 2020: $1,107,587Net Assets 2020: $202,056,4632020Assets 2021: $215,408,629Liabilities 2021: $1,571,356Net Assets 2021: $213,837,2732021Assets 2022: $184,259,493Liabilities 2022: $1,582,696Net Assets 2022: $182,676,7972022Assets 2023: $187,903,094Liabilities 2023: $1,568,293Net Assets 2023: $186,334,8012023Assets 2024: $186,731,881Liabilities 2024: $1,383,283Net Assets 2024: $185,348,5982024

Highlighted filing

2011

Assets$12,796,952
Liabilities$1,004,445
Net Assets$11,792,507

Operations Trend

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

$100M$50M$0-$50MExpenses 2010: $60,885,9732010Expenses 2011: $50,889,8932011Expenses 2012: $34,344,0152012Revenue 2013: $61,503,594Expenses 2013: $34,638,191Net Income 2013: $26,865,4032013Revenue 2014: $67,833,974Expenses 2014: $40,127,768Net Income 2014: $27,706,2062014Revenue 2015: $71,475,846Expenses 2015: $48,210,280Net Income 2015: $23,265,5662015Revenue 2016: $71,965,828Expenses 2016: $50,006,677Net Income 2016: $21,959,1512016Revenue 2017: $74,657,356Expenses 2017: $58,071,280Net Income 2017: $16,586,0762017Revenue 2018: $70,779,412Expenses 2018: $61,750,360Net Income 2018: $9,029,0522018Revenue 2019: $90,253,584Expenses 2019: $69,969,893Net Income 2019: $20,283,6912019Revenue 2020: $70,629,885Expenses 2020: $62,175,934Net Income 2020: $8,453,9512020Revenue 2021: $78,837,822Expenses 2021: $72,675,732Net Income 2021: $6,162,0902021Revenue 2022: $77,932,199Expenses 2022: $79,153,548Net Income 2022: -$1,221,3492022Revenue 2023: $73,612,269Expenses 2023: $82,944,693Net Income 2023: -$9,332,4242023Revenue 2024: $85,432,535Expenses 2024: $88,253,736Net Income 2024: -$2,821,2012024

Highlighted filing

2011

Revenue-
Expenses$50,889,893
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 14, 2012
Return Version
2011v1.2
Gross Receipts
$55,396,109
Mission and Program Overview

Mission

To provide health and welfare benefits to participants covered under the collective baragaining agreement.

Filing and Contact Details

Filer

EIN
22-1537766
Raw XML AppendixShowing 400 of 509 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/Form990PartVIISectionA/Title0UNION TRUSTEE
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IRS990/Form990PartVIISectionA/Title4EMPLOYER TRUSTEE
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IRS990/NameOfPrincipalOfficerPerson0ROBERT FARINA
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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0REIMBURSEMENTS FROM AFFILIATED FUNDS 598,733.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1REIMBURSEMENTS FROM AFFILIATED FUNDS -598,733.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation2CHANGE IN HEALTH CLAIMS PAYABLE -175,600.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1PART XIII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier2PART XIII, LINE 4B - OTHER ADJUSTMENTS:
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IRS990ScheduleD/OtherAssets/BookValue143751
IRS990ScheduleD/OtherAssets/BookValue221808
IRS990ScheduleD/OtherAssets/BookValue34378
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IRS990ScheduleD/OtherAssets/Description2DUE FROM AFFILIATED FUNDS
IRS990ScheduleD/OtherAssets/Description3PREPAID EXPENSES
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IRS990ScheduleO/GeneralExplanation/Explanation0BOARD MEMBERS ARE PROVIDED A CLIENT COPY FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/GeneralExplanation/Explanation1JOINT WELFARE BOARD'S CONSTITUION AND BYLAWS ARE AVAILABLE ON THE DEPARTMENT OF LABOR WEBSITE IN ADDITION TO BEING FURNISHED UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation2JOINT WELFARE BOARD'S CONSTITUION AND BYLAWS ARE AVAILABLE ON THE DEPARTMENT OF LABOR WEBSITE IN ADDITION TO BEING FURNISHED UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation3NET UNREALIZED LOSSES ON INVESTMENTS: -747,545.
IRS990ScheduleO/GeneralExplanation/Explanation4THE ORGANIZATION HAS A BOARD OF TRUSTEES THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND THE ELSECTION OF INDEPENDENT ACCOUNTANTS. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/GeneralExplanation/Identifier0CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART XI, LINE 5:
IRS990ScheduleO/GeneralExplanation/ReturnReference4PART, PART XI, LINE 2C:
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IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine11204 EAGLE ROCK AVENUE
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1265 WEST CENTURY ROAD
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine13204 EAGLE ROCK AVENUE
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0ROSELAND
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City1ROSELAND
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City2PARAMUS
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City3ROSELAND
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0NJ
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State1NJ
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State2NJ
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State3NJ
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode007068
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode107068
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode207652
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode307068
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg00
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg10
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg20
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg30
IRS990ScheduleR/Form990ScheduleRPartII/EIN0226031200
IRS990ScheduleR/Form990ScheduleRPartII/EIN1226031199
IRS990ScheduleR/Form990ScheduleRPartII/EIN2226029937
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0SECTION 401(A)
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection1SECTION 401(A)
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection2SECTION 501(C)(3)
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection3SECTION 501(C)(5)
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0NJ
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState1NJ
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState2NJ
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState3NJ
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10IBEW #164 ANNUITY FUND
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine11IBEW #164 PENSION FUND
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine12IBEW #164 APPRENTICESHIP FUND
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine13IBEW #164 LMCC
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0PROVIDE ANNUITY BENEFITS FOR LOCAL 164 MEMBERS
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities1PROVIDE PENSION BENEFITS FOR LOCAL 164 MEMBERS
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities2PROVIDE ELECTRICAL TRAINING FOR LOCAL 164 MEMBERS
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities3PROVIDE DRUG TESTING SERVICES FOR LOCAL 164 MEMBERS
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus0SEC 170(B)(1)(A)(II)
IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg00
IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrg00
IRS990ScheduleR/OtherTransferFromOtherOrg00
IRS990ScheduleR/OtherTransferToOtherOrg00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$187$1.38$185$85.4$88.3$2.82
2023Detailed filing. Detailed filing data is available for this year.$188$1.57$186$73.6$82.9$9.33
2022Detailed filing. Detailed filing data is available for this year.$184$1.58$183$77.9$79.2$1.22
2021Detailed filing. Detailed filing data is available for this year.$215$1.57$214$78.8$72.7$6.16
2020Detailed filing. Detailed filing data is available for this year.$203$1.11$202$70.6$62.2$8.45
2019Detailed filing. Detailed filing data is available for this year.$183$1.16$182$90.3$70.0$20.3
2018Detailed filing. Detailed filing data is available for this year.$158$1.04$157$70.8$61.8$9.03
2017Detailed filing. Detailed filing data is available for this year.$154$1.26$152$74.7$58.1$16.6
2016Detailed filing. Detailed filing data is available for this year.$130$1.19$129$72.0$50.0$22.0
2015Detailed filing. Detailed filing data is available for this year.$108$1.30$107$71.5$48.2$23.3
2014Detailed filing. Detailed filing data is available for this year.$87.4$1.32$86.0$67.8$40.1$27.7
2013Detailed filing. Detailed filing data is available for this year.$59.2$0.82$58.3$61.5$34.6$26.9
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.3$0.91$30.4$34.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.8$1.00$11.8$50.9
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.0$0.52$17.5$60.9