Civic Intelligence

Allied Welfare Fund

990 • Fiscal year 2012 • EIN 22-6062974

Jan 01, 2012 to Dec 31, 2012 • Filed on Sep 27, 2013

2556 Arthur Kill Road10309-1226
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.01x

Higher debt load relative to assets than 43% of similar nonprofits.

2012 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

87th percentile

27%

Faster asset growth than 87% of similar nonprofits.

2012 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$9,653,258

Up $2,055,927 (+27%) from 2011

Net Assets

Up

$9,518,399

Up $2,086,222 (+28%) from 2011

Liabilities

Down

$134,859

Down $30,295 (-18%) from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$3,204,384

Down $241,760 (-7.0%) from 2011

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.

$60M$40M$20M$0Assets 2010: $6,111,609Liabilities 2010: $124,766Net Assets 2010: $5,986,8432010Assets 2011: $7,597,331Liabilities 2011: $165,154Net Assets 2011: $7,432,1772011Assets 2012: $9,653,258Liabilities 2012: $134,859Net Assets 2012: $9,518,3992012Assets 2013: $12,137,927Liabilities 2013: $120,861Net Assets 2013: $12,017,0662013Assets 2014: $14,566,101Liabilities 2014: $321,569Net Assets 2014: $14,244,5322014Assets 2015: $18,760,611Liabilities 2015: $334,550Net Assets 2015: $18,426,0612015Assets 2016: $23,460,406Liabilities 2016: $332,000Net Assets 2016: $23,128,4062016Assets 2017: $30,250,830Liabilities 2017: $155,068Net Assets 2017: $30,095,7622017Assets 2018: $33,179,328Liabilities 2018: $155,036Net Assets 2018: $33,024,2922018Assets 2019: $40,348,816Liabilities 2019: $171,649Net Assets 2019: $40,177,1672019Assets 2020: $48,106,789Liabilities 2020: $124,966Net Assets 2020: $47,981,8232020Assets 2021: $55,551,594Liabilities 2021: $130,539Net Assets 2021: $55,421,0552021Assets 2022: $46,565,501Liabilities 2022: $160,485Net Assets 2022: $46,405,0162022Assets 2023: $48,591,164Liabilities 2023: $287,457Net Assets 2023: $48,303,7072023Assets 2024: $48,293,163Liabilities 2024: $3,599,446Net Assets 2024: $44,693,7172024

Highlighted filing

2012

Assets$9,653,258
Liabilities$134,859
Net Assets$9,518,399

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $3,222,7702010Expenses 2011: $3,446,1442011Expenses 2012: $3,204,3842012Revenue 2013: $4,986,257Expenses 2013: $3,828,558Net Income 2013: $1,157,6992013Revenue 2014: $5,853,367Expenses 2014: $4,667,771Net Income 2014: $1,185,5962014Revenue 2015: $9,390,492Expenses 2015: $5,351,856Net Income 2015: $4,038,6362015Revenue 2016: $11,145,883Expenses 2016: $7,652,509Net Income 2016: $3,493,3742016Revenue 2017: $9,546,703Expenses 2017: $5,265,070Net Income 2017: $4,281,6332017Revenue 2018: $9,215,857Expenses 2018: $5,557,537Net Income 2018: $3,658,3202018Revenue 2019: $10,351,323Expenses 2019: $8,099,119Net Income 2019: $2,252,2042019Revenue 2020: $9,158,632Expenses 2020: $5,607,559Net Income 2020: $3,551,0732020Revenue 2021: $9,279,667Expenses 2021: $9,312,895Net Income 2021: -$33,2282021Revenue 2022: $6,552,551Expenses 2022: $8,658,394Net Income 2022: -$2,105,8432022Revenue 2023: $10,251,927Expenses 2023: $9,593,409Net Income 2023: $658,5182023Revenue 2024: $12,533,641Expenses 2024: $13,402,473Net Income 2024: -$868,8322024

Highlighted filing

2012

Revenue-
Expenses$3,204,384
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Sep 27, 2013
Return Version
2012v2.1
Gross Receipts
$9,836,449
Mission and Program Overview

Mission

The fund shall be used for the purpose of providing health and welfare benefits to covered participants and eligible dependents.

Filing and Contact Details

Filer

EIN
22-6062974
Raw XML Appendix304 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/AccountsPayableAccruedExpenses/BOY0165154
IRS990/AccountsPayableAccruedExpenses/EOY0134859
IRS990/AccountsReceivable/BOY0452141
IRS990/AccountsReceivable/EOY0437160
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0TO PROVIDE BENEFIT PROGRAMS TO ELIGIBLE PARTICIPANTS.
IRS990/AddressPrincipalOfficerUS/AddressLine102556 ARTHUR KILL ROAD
IRS990/AddressPrincipalOfficerUS/City0STATEN ISLAND
IRS990/AddressPrincipalOfficerUS/State0NY
IRS990/AddressPrincipalOfficerUS/ZIPCode0103091226
IRS990/AuditCommittee01
IRS990/BenefitsPaidToMembersCY02566678
IRS990/BenefitsPaidToMembersPriorYear02823298
IRS990/BenefitsToMembers/Total02566678
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IRS990/CashNonInterestBearing/EOY0909840
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompCurrentOfficersDirectors/Total018000
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther00
IRS990/ConflictOfInterestPolicy00
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt00
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine10PO BOX 90300
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City0STATEN ISLAND
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State0NY
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode010309
IRS990/ContractorCompensation/Compensation0414105
IRS990/ContractorCompensation/DescriptionOfServices0THIRD-PARTY ADMINISTRATOR
IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine10CROSSROADS HEALTHCARE MGT LLC
IRS990/ContributionsGrantsCurrentYear00
IRS990/ContributionsGrantsPriorYear00
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IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties00
IRS990/DescribedIn501C300
IRS990/Description0TO PROVIDE COVERED PARTICIPANTS AND ELIGIBLE DEPENDENTS WITH HEALTH AND WELFARE BENEFITS.
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy00
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IRS990/DoNotFollowSFAS1170X
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IRS990/FeesForServicesOther/Total0428105
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IRS990/ForeignOffice00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek00.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek10.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek20.50
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/NamePerson0MARTIN J KEANE
IRS990/Form990PartVIISectionA/NamePerson1CHARLIE HALL
IRS990/Form990PartVIISectionA/NamePerson2THOMAS MACKELL
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization19000
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization29000
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/Title0TRUSTEE
IRS990/Form990PartVIISectionA/Title1TRUSTEE
IRS990/Form990PartVIISectionA/Title2TRUSTEE
IRS990/Form990ProvidedToGoverningBody01
IRS990/FormersListed00
IRS990/FSAudited01
IRS990/FSAuditedBasis/FinancialStatementSeparate0X
IRS990/FundraisingActivities00
IRS990/GainOrLoss/Securities08799
IRS990/Gaming00
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsAndSimilarAmntsPriorYear00
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations00
IRS990/GrantToRelatedPerson00
IRS990/GrossAmountSalesAssets/Securities05096626
IRS990/GrossReceipts09836449
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt01
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartIX0X
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartXII0X
IRS990/Insurance/Total011067
IRS990/InvestmentIncomeCurrentYear017901
IRS990/InvestmentIncome/ExclusionAmount09102
IRS990/InvestmentIncomePriorYear014016
IRS990/InvestmentIncome/TotalRevenueColumn09102
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsOtherSecurities/BOY05308016
IRS990/InvestmentsOtherSecurities/EOY08306250
IRS990/InvestmentsPubTradedSecurities/BOY01200838
IRS990/InvestmentsPubTradedSecurities/EOY00
IRS990/LessCostOthBasisSalesExpenses/Securities05087827
IRS990/LoanToOfficerOrDQP00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders01
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees00
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0THE FUND SHALL BE USED FOR THE PURPOSE OF PROVIDING HEALTH AND WELFARE BENEFITS TO COVERED PARTICIPANTS AND ELIGIBLE DEPENDENTS.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0MARTIN J KEANE
IRS990/NbrIndependentVotingMembers03
IRS990/NbrVotingGoverningBodyMembers03
IRS990/NbrVotingMembersGoverningBody03
IRS990/NetAssetsOrFundBalancesBOY07432177
IRS990/NetAssetsOrFundBalancesEOY09518399
IRS990/NetGainOrLossInvestments/ExclusionAmount08799
IRS990/NetGainOrLossInvestments/TotalRevenueColumn08799
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith10960311
IRS990/NumberIndependentVotingMembers03
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K01
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficeExpenses/Total010331
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c0X
IRS990/OtherExpensePriorYear0604846
IRS990/OtherExpensesCurrentYear0619706
IRS990/OtherExpenses/Description0SETTLEMENT EXPENSES
IRS990/OtherExpenses/Total015000
IRS990/OtherRevenueCurrentYear084
IRS990/OtherRevenueMisc/BusinessCode0900099
IRS990/OtherRevenueMisc/Description0REFUNDS
IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome084
IRS990/OtherRevenueMisc/TotalRevenueColumn084
IRS990/OtherRevenuePriorYear022644
IRS990/PaidInCapSrplsLandBldgEqpFund/BOY00
IRS990/PaidInCapSrplsLandBldgEqpFund/EOY00
IRS990/PartialLiquidation00
IRS990/PoliticalActivities00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenue/BusinessCode0900099
IRS990/ProgramServiceRevenue/BusinessCode1900099
IRS990/ProgramServiceRevenueCY04730637
IRS990/ProgramServiceRevenue/Description0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenue/Description1COBRA PARTICIPANTS
IRS990/ProgramServiceRevenuePriorYear04587481
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome04726540
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome14097
IRS990/ProgramServiceRevenue/TotalRevenueColumn04726540
IRS990/ProgramServiceRevenue/TotalRevenueColumn14097
IRS990/ProhibitedTaxShelterTrans00
IRS990/ReconcilationOtherChanges00
IRS990/ReconcilationRevenueExpenses01544238
IRS990/ReconciliationUnrealizedInvest0541984
IRS990/RelatedEntity00
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote00
IRS990/ReportInvestOthSecurities01
IRS990/ReportLandBldgEquip00
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IRS990/ReportOtherLiabilities00
IRS990/ReportProgRelInvest00
IRS990/RetainedEarningsEndowmentEtc/BOY07432177
IRS990/RetainedEarningsEndowmentEtc/EOY09518399
IRS990/RevenuesLessExpensesCY01544238
IRS990/RevenuesLessExpensesPriorYear01177997
IRS990/SalariesEtcCurrentYear018000
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IRS990/SavingsAndTempCashInvestments/BOY010845
IRS990/SavingsAndTempCashInvestments/EOY08
IRS990/ScheduleBRequired00
IRS990ScheduleD/ExpensesNotRptdF99000
IRS990ScheduleD/ExpensesNotRptdOnFinStmt024731
IRS990ScheduleD/ExpensesSubtotal03179653
IRS990ScheduleD/InvestmentExpensesNotIncluded024731
IRS990ScheduleD/InvestmentExpensesNotIncluded2024731
IRS990ScheduleD/NetUnrealizedGainsInvestments0541984
IRS990ScheduleD/OtherSecurities/BookValue04153520
IRS990ScheduleD/OtherSecurities/BookValue14152730
IRS990ScheduleD/OtherSecurities/Description0DOMESTIC EQUITY LONG VIEW LARGE CAP 500 VEBA INDEX FUND
IRS990ScheduleD/OtherSecurities/Description1COMMON FUND - CORE FIXED INCOME LONG VIEW CORE BOND VEBA FUND
IRS990ScheduleD/OtherSecurities/MethodOfValuation0F
IRS990ScheduleD/OtherSecurities/MethodOfValuation1F
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IRS990ScheduleD/RevenueNotRptdOnFinStmt024731
IRS990ScheduleD/RevenueSubtotal04723891
IRS990ScheduleD/TotalExpensesPerForm99003204384
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleD/TotalOfBookValueSecurities08306250
IRS990ScheduleD/TotalRevenuePerForm99004748622
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt03179653
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt05265875
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0THE ORGANIZATION HAS PARTICIPANTS.
IRS990ScheduleO/GeneralExplanation/Explanation1THE ORGANIZATION DID NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD DURING 2012.
IRS990ScheduleO/GeneralExplanation/Explanation2THE FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO ITS FILING.
IRS990ScheduleO/GeneralExplanation/Explanation3THE FUND MAKES ITS GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND THEY CAN BE EXAMINED AT THE ORGANIZATION OFFICE.
IRS990ScheduleO/GeneralExplanation/Explanation4THIRD-PARTY ADMINISTRATOR: TOTAL EXPENSES 414,105. ACTUARY: TOTAL EXPENSES 14,000.
IRS990ScheduleO/GeneralExplanation/Explanation5FORM 990, PART XII, LINE 2C: THE FUND'S PROCESS FOR OVERSEEING THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF ITS INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER FEES
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART IX, LINE 11G
IRS990/ScheduleORequired01
IRS990/School00
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IRS990/TheBooksAreInCareOf/AddressUS/City0STATEN ISLAND
IRS990/TheBooksAreInCareOf/AddressUS/State0NY
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode0103091226
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10CROSSROADS HEALTHCARE MGT LLC
IRS990/TheBooksAreInCareOf/TelephoneNumber07189668200
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IRS990/TotalOtherRevenue084
IRS990/TotalProfFundrsngExpCY00
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IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg018000
IRS990/TotalRevenueCurrentYear04748622
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IRS990/TotalRevenuePriorYear04624141
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome04730721
IRS990/TotalRevenue/TotalRevenueColumn04748622
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome00
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy00
IRS990/YearFormation01962
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0226062974
ReturnHeader/Filer/Name/BusinessNameLine10ALLIED WELFARE FUND
ReturnHeader/Filer/NameControl0ALLI
ReturnHeader/Filer/Phone07189668200
ReturnHeader/Filer/USAddress/AddressLine102556 ARTHUR KILL ROAD
ReturnHeader/Filer/USAddress/City0STATEN ISLAND
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode0103091226
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-09-27
ReturnHeader/Officer/Name0MARTIN J KEANE
ReturnHeader/Officer/Phone07189668200
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/EIN0131578842
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BUCHBINDER TUNICK & CO LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10ONE PENN PLAZA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0NEW YORK
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0101190219
ReturnHeader/Preparer/Phone02126955003
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-10-07T08:27:46-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$48.3$3.60$44.7$12.5$13.4$0.87
2023Detailed filing. Detailed filing data is available for this year.$48.6$0.29$48.3$10.3$9.59$0.66
2022Detailed filing. Detailed filing data is available for this year.$46.6$0.16$46.4$6.55$8.66$2.11
2021Detailed filing. Detailed filing data is available for this year.$55.6$0.13$55.4$9.28$9.31$0.03
2020Detailed filing. Detailed filing data is available for this year.$48.1$0.12$48.0$9.16$5.61$3.55
2019Detailed filing. Detailed filing data is available for this year.$40.3$0.17$40.2$10.4$8.10$2.25
2018Detailed filing. Detailed filing data is available for this year.$33.2$0.16$33.0$9.22$5.56$3.66
2017Detailed filing. Detailed filing data is available for this year.$30.3$0.16$30.1$9.55$5.27$4.28
2016Detailed filing. Detailed filing data is available for this year.$23.5$0.33$23.1$11.1$7.65$3.49
2015Detailed filing. Detailed filing data is available for this year.$18.8$0.33$18.4$9.39$5.35$4.04
2014Detailed filing. Detailed filing data is available for this year.$14.6$0.32$14.2$5.85$4.67$1.19
2013Detailed filing. Detailed filing data is available for this year.$12.1$0.12$12.0$4.99$3.83$1.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.65$0.13$9.52$3.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.60$0.17$7.43$3.45
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.11$0.12$5.99$3.22