Civic Intelligence

Local 464A Educational Benefit Fund

990 • Fiscal year 2018 • EIN 22-2230709

Jan 01, 2018 to Dec 31, 2018 • Filed on May 13, 2019

245 Paterson AvenueLittle Falls, NJ 07424

(973) 256-6790

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

47th percentile

0.02x

Higher debt load relative to revenue than 47% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Net Margin

95th percentile

41%

Higher net margin than 95% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

100th percentile

$625,601

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 123.4% of source-year revenue.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Asset Growth

13th percentile

-7.7%

Faster asset growth than 13% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

97th percentile

56%

Faster revenue growth than 97% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$4,688,869

Down $390,914 (-7.7%) from 2017

Net Assets

Down

$4,680,951

Down $394,644 (-7.8%) from 2017

Liabilities

Up

$7,918

Up $3,730 (+89%) from 2017

Revenue

Up

$506,907

Up $181,640 (+56%) from 2017

Expenses

Down

$298,725

Down $3,340 (-1.1%) from 2017

Net Income

Up

$208,182

Up $184,980 (+797%) from 2017

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $2,984,355Liabilities 2010: $8,892Net Assets 2010: $2,975,4632010Assets 2011: $2,991,083Liabilities 2011: $7,380Net Assets 2011: $2,983,7032011Assets 2012: $3,137,245Liabilities 2012: $5,495Net Assets 2012: $3,131,7502012Assets 2013: $3,791,776Liabilities 2013: $5,914Net Assets 2013: $3,785,8622013Assets 2014: $4,219,302Liabilities 2014: $6,879Net Assets 2014: $4,212,4232014Assets 2015: $4,274,549Liabilities 2015: $6,106Net Assets 2015: $4,268,4432015Assets 2016: $4,412,985Liabilities 2016: $6,198Net Assets 2016: $4,406,7872016Assets 2017: $5,079,783Liabilities 2017: $4,188Net Assets 2017: $5,075,5952017Assets 2018: $4,688,869Liabilities 2018: $7,918Net Assets 2018: $4,680,9512018Assets 2019: $5,450,145Liabilities 2019: $8,268Net Assets 2019: $5,441,8772019Assets 2020: $5,948,112Liabilities 2020: $8,438Net Assets 2020: $5,939,6742020Assets 2021: $6,990,241Liabilities 2021: $6,627Net Assets 2021: $6,983,6142021Assets 2022: $5,863,029Liabilities 2022: $3,307Net Assets 2022: $5,859,7222022Assets 2023: $6,805,996Liabilities 2023: $9,100Net Assets 2023: $6,796,8962023Assets 2024: $7,776,892Liabilities 2024: $9,211Net Assets 2024: $7,767,6812024

Highlighted filing

2018

Assets$4,688,869
Liabilities$7,918
Net Assets$4,680,951

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $271,5402010Expenses 2011: $283,2992011Expenses 2012: $283,7872012Revenue 2013: $716,898Expenses 2013: $250,381Net Income 2013: $466,5172013Revenue 2014: $546,702Expenses 2014: $271,657Net Income 2014: $275,0452014Revenue 2015: $530,706Expenses 2015: $306,462Net Income 2015: $224,2442015Revenue 2016: $169,878Expenses 2016: $286,186Net Income 2016: -$116,3082016Revenue 2017: $325,267Expenses 2017: $302,065Net Income 2017: $23,2022017Revenue 2018: $506,907Expenses 2018: $298,725Net Income 2018: $208,1822018Revenue 2019: $366,017Expenses 2019: $307,064Net Income 2019: $58,9532019Revenue 2020: $438,774Expenses 2020: $306,247Net Income 2020: $132,5272020Revenue 2021: $573,211Expenses 2021: $313,206Net Income 2021: $260,0052021Revenue 2022: $444,194Expenses 2022: $326,012Net Income 2022: $118,1822022Revenue 2023: $364,368Expenses 2023: $328,176Net Income 2023: $36,1922023Revenue 2024: $602,466Expenses 2024: $380,836Net Income 2024: $221,6302024

Highlighted filing

2018

Revenue$506,907
Expenses$298,725
Net Income$208,182
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 13, 2019
Return Version
2018v3.1
Gross Receipts
$2,430,723
Mission and Program Overview

Mission

To provide educational services, such as workshops, seminars, lectures & other training programs for approximately 11,772 covered members of ufcw local 464a afl-cio.

Educational benefit programs including workshops, seminars, lectures, training programs, scholarships and pre-retirement counseling for eligible members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$5,075,595$4,680,951▼ $394,644
Investments Other Securities$5,052,257$4,641,656▼ $410,601
Cash and Non-Interest-Bearing Accounts$11,194$26,762▲ $15,568
Accounts Receivable$7,695$8,180▲ $485
Prepaid Expenses and Deferred Charges$698$1,219▲ $521
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$5,079,783$4,688,869▼ $390,914
Other Assets Total$7,939$11,052▲ $3,113
Liabilities
Accounts Payable and Accrued Expenses$4,188$7,918▲ $3,730
Total Liabilities$4,188$7,918▲ $3,730
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,075,595$4,680,951▼ $394,644
Total Liabilities and Net Assets / Fund Balance$5,079,783$4,688,869▼ $390,914

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$56,980$56,980
Other Securities$1,572,244--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Matthew DuranteEmployeeFT$147,485$147,485

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$184,215
Investment Income
$322,692
Other Revenue
$0
Change in Net Assets
$208,182

Audited Revenue Reconciliation

Revenue per Audited Statements
$506,907
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$506,907
Total Revenue per Form 990
$506,907
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$178,616
Other Expenses$120,109
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$141,891
Office Expenses---$18,032
Pension Plan Contributions---$14,060
Other Employee Benefits---$12,312
Occupancy---$11,032
Payroll Taxes---$10,353
Fees for Services Accounting---$7,983
Fees for Services Legal---$7,276
Conferences and Meetings---$4,168
Other Expenses---$2,995
All Other Expenses---$2,390
Total Functional Expenses$0$0$0$298,725

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$298,725
Total Expenses per Audited Statements$298,725
Total Expenses per Form 990$298,725
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
In-house lobbying only
No
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 2

John t. Niccollai and john niccollai iii are father and son.

Form 990, Part VI, Section A, line 6

The union consists of approximately 12,855 members.

Form 990, Part VI, Section A, line 7A

The union membership vote for members of the governing body every three years, including the constitutional officers and the members of the executive board.

Form 990, Part VI, Section B, line 11B

Form 990 is prepared by an outside cpa firm. The completed form 990 is reviewed in detail by john t.niccollai. The form is presented at a trustees meeting and approval for filing the return is voted on.

Form 990, Part VI, Section B, line 12

Part vi-governance, management, and disclosure-section b-policies-question 12, 13 and 14-the fund and its trustees have long been subject to comprehensive federal statutes, including erisa and the taft-hartley act, that govern the financial relationships between the trustees and the fund. These laws prohibit financial transactions between the fund and "interested parties", including the trustees, the fund's employees and service providers, relatives of the trustees, employees and service providers and other persons. The regulations require both disclosure by trustees of conflicts of interest in any transactions to be entered into by the fund, and a vote by the disinterested trustees regarding any such transactions. Regulations issued under these laws define "conflict of interest" more broadly than the instructions for form 990, and require reporting of financial transactions at much lower thresholds than those contained on the schedules for form 990. The fund and the trustees have consistently operated in compliance with these comprehensive regulations governing conflicts of interest. In addition to being subject to federal and state whistleblower laws, the fund and its trustees have long been subject to comprehensive federal laws, such as erisa, that protect the right of employees, participants and beneficiaries to access information regarding the fund's operations and raise questions and concerns without retaliation. The fund and its trustees have consistently operated in compliance with these comprehensive regulations. The fund has long been subject to comprehensive federal regulations enforced by the dol, governing record retention and record destruction for purposes of audits of unions and their related funds performed by the dol. Additionally, federal laws such as the lmrda grant members access to certain documents maintained by the fund, thereby necessitating retention of certain documents by the fund. The fund has consistently operated in compliance with these comprehensive laws.

Form 990, Part VI, Section B, line 15B

John t. Niccollai and a trustee review compensation on an annual basis and utilize comparative data from various sources, including tying executive and workforce increases to contracts negotiated on behalf of the membership.

Form 990, Part VI, Section C, line 19

Certain financial information is published in the union newsletter and all documentation is available for inspection upon request.

Filing and Contact Details

Filer

Filer Name
Local 464a Educational Benefit Fund
EIN
22-2230709
Phone
9732566790
Address
245 PATERSON AVENUE, LITTLE FALLS, NJ 07424

Signing Officer

Name
John T Niccollai
Title
Trustee
Phone
9732566790
Signed
2019-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John T Niccollai
Formed
1978
Legal Domicile
Nj
Voting Board Members
6
Independent Board Members
0
Employees
1
Volunteers
0

Preparer

Firm
Rosenberg Rich Baker Berman & Co
Address
265 DAVIDSON AVE SUITE 210, SOMERSET, NJ 08873-4120
Preparer
Gary Sherman CPA
Phone
9082311000
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IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0506907
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt05075595
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt04680951
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0298725
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt056980
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt056980
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt082909
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt12986503
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt21572244
IRS990ScheduleD/OtherSecuritiesGrp/Desc0SHORT TERM INVESTMENT FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1CORPORATE STOCKS & MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2CORPORATE BONDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0506907
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt04641656
IRS990ScheduleD/TotalExpensesPerForm990Amt0298725
IRS990ScheduleD/TotalRevenuePerForm990Amt0506907
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0506907
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0298725
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0625002
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1407908
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2285610
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3422542
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JOHN T NICCOLLAI
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1RICHARD WHALEN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2JOHN NICCOLLAI III
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3FRANK HANLEY JR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3ALTERNATE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0625002
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1407908
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2285610
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3422542
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JOHN T. NICCOLLAI AND JOHN NICCOLLAI III ARE FATHER AND SON.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE UNION CONSISTS OF APPROXIMATELY 12,855 MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE UNION MEMBERSHIP VOTE FOR MEMBERS OF THE GOVERNING BODY EVERY THREE YEARS, INCLUDING THE CONSTITUTIONAL OFFICERS AND THE MEMBERS OF THE EXECUTIVE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS PREPARED BY AN OUTSIDE CPA FIRM. THE COMPLETED FORM 990 IS REVIEWED IN DETAIL BY JOHN T.NICCOLLAI. THE FORM IS PRESENTED AT A TRUSTEES MEETING AND APPROVAL FOR FILING THE RETURN IS VOTED ON.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5JOHN T. NICCOLLAI AND A TRUSTEE REVIEW COMPENSATION ON AN ANNUAL BASIS AND UTILIZE COMPARATIVE DATA FROM VARIOUS SOURCES, INCLUDING TYING EXECUTIVE AND WORKFORCE INCREASES TO CONTRACTS NEGOTIATED ON BEHALF OF THE MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CERTAIN FINANCIAL INFORMATION IS PUBLISHED IN THE UNION NEWSLETTER AND ALL DOCUMENTATION IS AVAILABLE FOR INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section B, line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Section C, line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UNITED FOOD & COMMERCIAL WORKERS INTERNATIONAL UNION LOCAL 464A AFL-CIO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1WELFARE & PENSION FUNDS OF LOCAL 464A - PENSION FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2LOCAL 464A WELFARE SERVICE BENEFIT FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3LOCAL 464A WELFARE & PENSION BUILDING INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0221435504
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1226051600
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2221582446
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3222144162
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0245 PATERSON AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1245 PATERSON AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2245 PATERSON AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt3245 PATERSON AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LITTLE FALLS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1LITTLE FALLS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2LITTLE FALLS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3LITTLE FALLS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd007424
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd107424
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd207424
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd307424
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.78$0.01$7.77$0.60$0.38$0.22
2023Detailed filing. Detailed filing data is available for this year.$6.81$0.01$6.80$0.36$0.33$0.04
2022Detailed filing. Detailed filing data is available for this year.$5.86$0.00$5.86$0.44$0.33$0.12
2021Detailed filing. Detailed filing data is available for this year.$6.99$0.01$6.98$0.57$0.31$0.26
2020Detailed filing. Detailed filing data is available for this year.$5.95$0.01$5.94$0.44$0.31$0.13
2019Detailed filing. Detailed filing data is available for this year.$5.45$0.01$5.44$0.37$0.31$0.06
2018Detailed filing. Detailed filing data is available for this year.$4.69$0.01$4.68$0.51$0.30$0.21
2017Detailed filing. Detailed filing data is available for this year.$5.08$0.00$5.08$0.33$0.30$0.02
2016Detailed filing. Detailed filing data is available for this year.$4.41$0.01$4.41$0.17$0.29$0.12
2015Detailed filing. Detailed filing data is available for this year.$4.27$0.01$4.27$0.53$0.31$0.22
2014Detailed filing. Detailed filing data is available for this year.$4.22$0.01$4.21$0.55$0.27$0.28
2013Detailed filing. Detailed filing data is available for this year.$3.79$0.01$3.79$0.72$0.25$0.47
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.14$0.01$3.13$0.28
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.99$0.01$2.98$0.28
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.98$0.01$2.98$0.27