Civic Intelligence

Ufcw Local 1459 & Contributing Employers Health & Welfare Fund

990 • Fiscal year 2019 • EIN 22-2507311

Nov 01, 2018 to Oct 31, 2019 • Filed on Aug 06, 2020

Organization ProfileN/A

View Organization Page

33 Eastland StreetSpringfield, MA 01109-2348

(413) 733-1197

Siviq Scores

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

Liabilities / Assets

70th percentile

0.16x

Higher debt load relative to assets than 70% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

62nd percentile

0.07x

Higher debt load relative to revenue than 62% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Net Margin

66th percentile

13%

Higher net margin than 66% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

73rd percentile

$137,406

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Asset Growth

91st percentile

33%

Faster asset growth than 91% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

81st percentile

17%

Faster revenue growth than 81% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$3,836,926

Up $961,060 (+33%) from 2018

Net Assets

Up

$3,234,091

Up $1,080,766 (+50%) from 2018

Liabilities

Down

$602,835

Down $119,706 (-17%) from 2018

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin66th percentile

Revenue

Up

$8,447,183

Up $1,196,454 (+17%) from 2018

Expenses

Down

$7,377,913

Down $943,622 (-11%) from 2018

Net Income

Up

$1,069,270

Up $2,140,076 (+200%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$10M$5.0M$0Assets 2010: $8,436,968Liabilities 2010: $749,125Net Assets 2010: $7,687,8432010Assets 2011: $8,470,377Liabilities 2011: $894,460Net Assets 2011: $7,575,9172011Assets 2012: $8,031,236Liabilities 2012: $766,444Net Assets 2012: $7,264,7922012Assets 2013: $8,225,547Liabilities 2013: $1,089,157Net Assets 2013: $7,136,3902013Assets 2014: $7,876,868Liabilities 2014: $977,847Net Assets 2014: $6,899,0212014Assets 2015: $7,163,805Liabilities 2015: $940,284Net Assets 2015: $6,223,5212015Assets 2016: $5,677,753Liabilities 2016: $1,131,539Net Assets 2016: $4,546,2142016Assets 2017: $4,369,522Liabilities 2017: $1,271,952Net Assets 2017: $3,097,5702017Assets 2018: $2,875,866Liabilities 2018: $722,541Net Assets 2018: $2,153,3252018Assets 2019: $3,836,926Liabilities 2019: $602,835Net Assets 2019: $3,234,0912019Assets 2020: $4,788,614Liabilities 2020: $994,608Net Assets 2020: $3,794,0062020

Highlighted filing

2019

Assets$3,836,926
Liabilities$602,835
Net Assets$3,234,091
Open 2019 Filing

Operations Trend

Revenue Growth81st percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $6,120,4422010Expenses 2011: $7,043,7132011Expenses 2012: $7,244,8492012Expenses 2013: $7,155,5962013Revenue 2014: $5,656,589Expenses 2014: $5,869,185Net Income 2014: -$212,5962014Revenue 2015: $5,117,008Expenses 2015: $5,619,642Net Income 2015: -$502,6342015Revenue 2016: $4,684,726Expenses 2016: $6,449,617Net Income 2016: -$1,764,8912016Revenue 2017: $5,339,405Expenses 2017: $6,807,214Net Income 2017: -$1,467,8092017Revenue 2018: $7,250,729Expenses 2018: $8,321,535Net Income 2018: -$1,070,8062018Revenue 2019: $8,447,183Expenses 2019: $7,377,913Net Income 2019: $1,069,2702019Revenue 2020: $7,591,114Expenses 2020: $7,031,199Net Income 2020: $559,9152020

Highlighted filing

2019

Revenue$8,447,183
Expenses$7,377,913
Net Income$1,069,270
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2018 to Oct 31, 2019
Signed
Aug 6, 2020
Return Version
2018v3.2
Gross Receipts
$10,420,183
Mission and Program Overview

Mission

Providing eligible participants with various employee welfare benefits, including health, hospitalization, prescription, disability and life.

Providing eligible participants with various health & welfare benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,360,699$3,655,113▲ $2,294,414
Cap Stk Tr Prin Current Funds$2,153,325$3,234,091▲ $1,080,766
Investments in Publicly Traded Securities$610,010--
Savings and Temporary Cash Investments$511,563--
Prepaid Expenses and Deferred Charges$8,546$14,026▲ $5,480
Accounts Receivable$1,515--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$2,875,866$3,836,926▲ $961,060
Other Assets Total$383,533$167,787▼ $215,746
Liabilities
Other Liabilities$680,100$531,900▼ $148,200
Accounts Payable and Accrued Expenses$42,441$70,935▲ $28,494
Total Liabilities$722,541$602,835▼ $119,706
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,153,325$3,234,091▲ $1,080,766
Total Liabilities and Net Assets / Fund Balance$2,875,866$3,836,926▲ $961,060
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleOtherTotal
Tyrone C HouseyChairman/union Trustee$137,406$137,406
Jeffery W JonesUnion Trustee$104,883$104,883

Board Members and Trustees

NameTitle
Christa KramerManagement Trustee
Jason ParadisManagement Trustee (p)
Generoso Del RosarioSecretary/management Trust

Highest Paid Contractors

ContractorServicesLocationCompensation
Zenith American SolutionsThird Party Administrator33 EASTLAND STREET, Springfield, CT 01109$463,304
Cigna Health And Life Insurance CompanyAso Contract Administrator44 WHIPPANY ROAD, Morristown, NJ 07072$178,829
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,977,277
Investment Income
$2,121
Other Revenue
$467,785
Change in Net Assets
$1,069,270

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,439,075
Revenue Not Reported on Financial Statements
$8,108
Revenue Not Reported on Form 990
$11,496
Other Revenue Adjustments
$7,042
Total Revenue per Audited Statements
$8,450,571
Total Revenue per Form 990
$8,447,183
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$877,851
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---$6,500,062
Fees for Services Management---$463,304
Fees for Services Other---$286,715
Fees for Services Legal---$56,393
Fees for Services Accounting---$22,500
Insurance---$18,613
Conferences and Meetings---$16,111
Office Expenses---$9,628
Other Expenses---$2,521
Fees for Service Investment Mgmnt Fees---$1,066
Payments to Affiliates---$1,000
Total Functional Expenses$0$0$0$7,377,913

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$7,518,005
Total Expenses per Form 990$7,377,913
Expenses per Audited Statements$7,376,847
Expenses Not Reported on Form 990$141,158
Expenses Not Reported on Financial Statements$1,066
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Health Claims Payable and Incurred But Not Reported$531,900
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 A, Line 7A

“The board of trustees are appointed half by the union sponsoring organizations and half by the employer sponsoring organizations.”

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

“The organizations form 990 is prepared by the independent accountant who forwards it to the board of trustees for their review and approval prior to filing.”

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

“The board requires all trustees to report any potential conflicts of interest at least annually. Any potential conflicts of interest are brought to the board for discussion and resolution.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy, tax returns and audited financial statements are made available to the public upon request to the benefit office.”

Filing and Contact Details

Filer

Filer Name
Ufcw Local 1459 & Contributing
EIN
22-2507311
Phone
4137331197
Address
33 EASTLAND STREET, SPRINGFIELD, MA 01109-2348

Signing Officer

Name
Tyrone C Housey
Title
Trustee
Phone
4137331197
Signed
2020-08-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tyrone C Housey
Formed
1983
Legal Domicile
Ma
Voting Board Members
4
Independent Board Members
2
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:

“The process has not changed.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require fund management to evaluate tax positions taken by the fund and recognize a tax liability if the fund 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 fund 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.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Dues reimbursement 7,042.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Changes in benefit obligations 148,200. Dues -7,042.”

Raw XML AppendixShowing 400 of 418 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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IRS990ScheduleD/NetUnrealizedGainsInvstAmt011496
IRS990ScheduleD/OtherExpensesIncludedAmt0141158
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0531900
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0HEALTH CLAIMS PAYABLE AND INCURRED BUT NOT REPORTED
IRS990ScheduleD/OtherRevenuesNotIncludedAmt07042
IRS990ScheduleD/RevenueNotReportedAmt011496
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt08108
IRS990ScheduleD/RevenueSubtotalAmt08439075
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY IF THE FUND 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 FUND 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/ExplanationTxt1DUES REIMBURSEMENT 7,042.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2CHANGES IN BENEFIT OBLIGATIONS 148,200. DUES -7,042.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt07377913
IRS990ScheduleD/TotalLiabilityAmt0531900
IRS990ScheduleD/TotalRevenuePerForm990Amt08447183
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08450571
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt07518005
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF TRUSTEES ARE APPOINTED HALF BY THE UNION SPONSORING ORGANIZATIONS AND HALF BY THE EMPLOYER SPONSORING ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATIONS FORM 990 IS PREPARED BY THE INDEPENDENT ACCOUNTANT WHO FORWARDS IT TO THE BOARD OF TRUSTEES FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD REQUIRES ALL TRUSTEES TO REPORT ANY POTENTIAL CONFLICTS OF INTEREST AT LEAST ANNUALLY. ANY POTENTIAL CONFLICTS OF INTEREST ARE BROUGHT TO THE BOARD FOR DISCUSSION AND RESOLUTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, TAX RETURNS AND AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST TO THE BENEFIT OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PROCESS HAS NOT CHANGED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990. PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0THE STOP & SHOP SUPERMARKET CO INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1FIRST STUDENT INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2VETERANS FACILITY SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3WORK OPPORTUNITY CENTER INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4DURHAM SCHOOL SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5FIVE STAR TRANSPORTATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6VALLEY AREA TRANSIT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7AFCO SPORTS MANAGEMENT LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8PHOENIX MANAGEMENT INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9TRIAD LOGISTICS SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UFCW LOCAL 1459 AND CONTRIBUTING EMPLOYERS LEGAL BENEFIT FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1UFCW LOCAL 1459 EDUCATION SAFETY & INDUSTRY TRUST FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2UFCW LOCAL 1459
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0222507618
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1522331090
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2042220774
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0MULTIEMPLOYER LEGAL BENEFIT FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1MULTIEMPLOYER EDUCATION & SAFETY FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2LABOR UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt033 EASTLAND STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt133 EASTLAND STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt233 EASTLAND STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SPRINGFIELD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1SPRINGFIELD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2SPRINGFIELD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd001109
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd101109
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd201109
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02875866
IRS990/TotalAssetsEOYAmt03836926
IRS990/TotalAssetsGrp/BOYAmt02875866
IRS990/TotalAssetsGrp/EOYAmt03836926
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt07377913
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0722541
IRS990/TotalLiabilitiesEOYAmt0602835
IRS990/TotalLiabilitiesGrp/BOYAmt0722541
IRS990/TotalLiabilitiesGrp/EOYAmt0602835
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02153325
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03234091
IRS990/TotalOtherCompensationAmt022030
IRS990/TotalProgramServiceRevenueAmt07977277
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt02121
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08445062
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt08447183
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02875866
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03836926
IRS990/TotReportableCompRltdOrgAmt0220259
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt033 EASTLAND STREET
IRS990/USAddress/CityNm0SPRINGFIELD
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd0011092348
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TYRONE C HOUSEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04137331197
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UFCW LOCAL 1459 & CONTRIBUTING
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EMPLOYERS HEALTH & WELFARE UND
ReturnHeader/Filer/BusinessNameControlTxt0UNIT
ReturnHeader/Filer/EIN0222507311
ReturnHeader/Filer/PhoneNum04137331197
ReturnHeader/Filer/USAddress/AddressLine1Txt033 EASTLAND STREET
ReturnHeader/Filer/USAddress/CityNm0SPRINGFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0011092348
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0214E2DE4754F8F73DD572B34B07E6CCBC316F7C9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,836,926
Liabilities
$602,835
Net assets
$3,234,091
Revenue
$8,447,183
Expenses
$7,377,913
Net income
$1,069,270
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$4.79$0.99$3.79$7.59$7.03$0.56
2019Detailed filing. Detailed filing data is available for this year.$3.84$0.60$3.23$8.45$7.38$1.07
2018Detailed filing. Detailed filing data is available for this year.$2.88$0.72$2.15$7.25$8.32$1.07
2017Detailed filing. Detailed filing data is available for this year.$4.37$1.27$3.10$5.34$6.81$1.47
2016Detailed filing. Detailed filing data is available for this year.$5.68$1.13$4.55$4.68$6.45$1.76
2015Detailed filing. Detailed filing data is available for this year.$7.16$0.94$6.22$5.12$5.62$0.50
2014Detailed filing. Detailed filing data is available for this year.$7.88$0.98$6.90$5.66$5.87$0.21
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.23$1.09$7.14$7.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.03$0.77$7.26$7.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.47$0.89$7.58$7.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.44$0.75$7.69$6.12