Civic Intelligence

Philadelphia Joint Board Welfare Fund

990 • Fiscal year 2016 • EIN 23-1457997

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 12, 2017

Organization ProfileN/A
22 South 22nd StreetPhiladelphia, PA 19103

(215) 751-9770

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.01x

Higher debt load relative to assets than 52% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

81st percentile

0.21x

Higher debt load relative to revenue than 81% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Net Margin

61st percentile

6.8%

Higher net margin than 61% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

74th percentile

$86,699

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 65.6% of source-year revenue.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Asset Growth

69th percentile

10%

Faster asset growth than 69% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

83rd percentile

22%

Faster revenue growth than 83% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$2,087,324

Up $191,305 (+10%) from 2015

Net Assets

Up

$2,059,691

Up $182,993 (+9.8%) from 2015

Liabilities

Up

$27,633

Up $8,312 (+43%) from 2015

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin61st percentile

Revenue

Up

$132,085

Up $23,741 (+22%) from 2015

Expenses

Down

$123,119

Down $11,328 (-8.4%) from 2015

Net Income

Up

$8,966

Up $35,069 (+134%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,441,511Liabilities 2010: $18,235Net Assets 2010: $1,423,2762010Assets 2011: $1,384,280Liabilities 2011: $15,923Net Assets 2011: $1,368,3572011Assets 2012: $1,555,336Liabilities 2012: $22,868Net Assets 2012: $1,532,4682012Assets 2013: $1,784,152Liabilities 2013: $20,654Net Assets 2013: $1,763,4982013Assets 2014: $2,145,041Liabilities 2014: $24,765Net Assets 2014: $2,120,2762014Assets 2015: $1,896,019Liabilities 2015: $19,321Net Assets 2015: $1,876,6982015Assets 2016: $2,087,324Liabilities 2016: $27,633Net Assets 2016: $2,059,6912016Assets 2017: $2,290,696Liabilities 2017: $18,937Net Assets 2017: $2,271,7592017Assets 2018: $2,077,865Liabilities 2018: $12,417Net Assets 2018: $2,065,4482018Assets 2019: $2,448,925Liabilities 2019: $15,570Net Assets 2019: $2,433,3552019Assets 2020: $2,638,740Liabilities 2020: $15,897Net Assets 2020: $2,622,8432020Assets 2021: $2,985,383Liabilities 2021: $23,586Net Assets 2021: $2,961,7972021Assets 2022: $2,257,055Liabilities 2022: $13,911Net Assets 2022: $2,243,1442022Assets 2023: $2,655,853Liabilities 2023: $14,531Net Assets 2023: $2,641,3222023Assets 2024: $2,926,841Liabilities 2024: $17,107Net Assets 2024: $2,909,7342024

Highlighted filing

2016

Assets$2,087,324
Liabilities$27,633
Net Assets$2,059,691
Open 2016 Filing

Operations Trend

Revenue Growth83rd percentile

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

$400K$200K$0-$200K-$400KExpenses 2010: $40,2592010Expenses 2011: $40,5482011Expenses 2012: $27,3612012Revenue 2013: $114,539Expenses 2013: $34,545Net Income 2013: $79,9942013Revenue 2014: $79,114Expenses 2014: $58,581Net Income 2014: $20,5332014Revenue 2015: $108,344Expenses 2015: $134,447Net Income 2015: -$26,1032015Revenue 2016: $132,085Expenses 2016: $123,119Net Income 2016: $8,9662016Revenue 2017: $94,048Expenses 2017: $130,592Net Income 2017: -$36,5442017Revenue 2018: $113,575Expenses 2018: $138,859Net Income 2018: -$25,2842018Revenue 2019: $145,926Expenses 2019: $132,977Net Income 2019: $12,9492019Revenue 2020: -$152,523Expenses 2020: $109,248Net Income 2020: -$261,7712020Revenue 2021: $138,530Expenses 2021: $123,651Net Income 2021: $14,8792021Revenue 2022: $21,806Expenses 2022: $146,494Net Income 2022: -$124,6882022Revenue 2023: $148,127Expenses 2023: $129,863Net Income 2023: $18,2642023Revenue 2024: $212,481Expenses 2024: $168,520Net Income 2024: $43,9612024

Highlighted filing

2016

Revenue$132,085
Expenses$123,119
Net Income$8,966
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 12, 2017
Return Version
2016v3.0
Gross Receipts
$343,964
Mission and Program Overview

Mission

The plan provides physical examinations, vision services, dental reimbursements and flu injections for members and provides scholarships for children of all eligible members of workers united locals 119d, 75 (bell sponging) and 148c (accent uniform).

The Plan provides physical examinations, vision services, dental reimbursements and flu injections for members and provides scholarships for children of all eligible members of Workers United Locals 119D, 75 (Bell Sponging) and 148C (Accent Uniform). The plan also provides certain legal services to eligible members of the Philadelphia Joint Board, Workers United.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,876,698$2,059,691▲ $182,993
Investments in Publicly Traded Securities$1,253,525$1,600,227▲ $346,702
Investments Other Securities$415,174$469,989▲ $54,815
Cash and Non-Interest-Bearing Accounts$221,288$12,814▼ $208,474
Accounts Receivable$6,032$4,294▼ $1,738
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,896,019$2,087,324▲ $191,305
Liabilities
Accounts Payable and Accrued Expenses$14,549$17,701▲ $3,152
Other Liabilities$4,772$9,932▲ $5,160
Total Liabilities$19,321$27,633▲ $8,312
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,876,698$2,059,691▲ $182,993
Total Liabilities and Net Assets / Fund Balance$1,896,019$2,087,324▲ $191,305

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$469,989--
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleOtherTotal
Richard MinterUnion Trustee$86,699$86,699
Mildred SaldanaUnion Trustee$75,798$75,798
Lynne P FoxUnion Trustee$50,230$50,230
Gina WilsonUnion Trustee$46,406$46,406

Board Members and Trustees

NameTitle
Michael HareEmployer trustee
Richard SeitchikEmployer trustee
Eric GoldbergEmployer trustee (P)
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$39,741
Investment Income
$92,344
Other Revenue
$0
Change in Net Assets
$8,966

Audited Revenue Reconciliation

Revenue per Audited Statements
$115,978
Revenue Not Reported on Financial Statements
$16,107
Revenue Not Reported on Form 990
$174,027
Total Revenue per Audited Statements
$290,005
Total Revenue per Form 990
$132,085
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$69,983
Grants and Similar Amounts Paid$1,600
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$51,536
Fees for Services Accounting---$20,184
Fees for Service Investment Mgmnt Fees---$16,107
Fees for Services Legal---$14,992
Other Expenses---$13,906
Office Expenses---$3,185
Grants to Domestic Individuals---$1,600
Insurance---$939
Conferences and Meetings---$670
Total Functional Expenses$0$0$0$123,119

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$123,119
Expenses per Audited Statements$107,012
Total Expenses per Audited Statements$107,012
Expenses Not Reported on Financial Statements$16,107
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to PJB WORKERS UNITED$9,549
cash overdraft$383
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
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 8B

“The philadelphia joint board welfare fund has no other committees that act on behalf of the governing body.”

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

“The philadelphia joint board welfare fund form 990 is forwarded to the trustees for reveiw and signature prior to filing.”

Form 990, Part VI, Section C, line 19

“The philadelphia joint board welfare fund makes its governing documents and financial statements available to the public upon request.”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“MICHAEL HARE - 1818 CHESTNUT STREET, PHiladelphiA, PA 19103. RICHARD SEITCHIK - 10073 sandmeyer lane, PHiladelphiA, PA 19116.”

Filing and Contact Details

Filer

Filer Name
Philadelphia Joint Board Welfare Fund
EIN
23-1457997
Phone
2157519770
Address
22 SOUTH 22ND STREET, PHILADELPHIA, PA 19103

Signing Officer

Name
mildred saldana
Title
Trustee
Phone
2157519770
Signed
2017-10-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
mildred saldana
Formed
1950
Legal Domicile
Pa
Voting Board Members
6
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 philadelphia joint board welfare fund board of trustees is responsible for overseeing the financial statement audit and selecting the independent accountant that perfroms the audit”

Financial Statement Notes

Part X, Line 2:

“Management is required 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, tax years will remain open for three years; however, this may differ depending upon the circumstances of the Fund.”

Raw XML Appendix371 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt014549
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt017701
IRS990/AccountsReceivableGrp/BOYAmt06032
IRS990/AccountsReceivableGrp/EOYAmt04294
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0The Plan provides physical examinations, vision services, dental reimbursements and flu injections for members and provides scholarships for children of all eligible members of Workers United Locals 119D, 75 (Bell Sponging) and 148C (Accent Uniform). The plan also provides certain legal services to eligible members of the Philadelphia Joint Board, Workers United.
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt051536
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0FUND OFFICE
IRS990/BooksInCareOfDetail/PhoneNum02157519770
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt022 SOUTH 22ND STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0PHILADELPHIA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd019103
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0221288
IRS990/CashNonInterestBearingGrp/EOYAmt012814
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt0670
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt051536
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt01600
IRS990/CYInvestmentIncomeAmt092344
IRS990/CYOtherExpensesAmt069983
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt039741
IRS990/CYRevenuesLessExpensesAmt08966
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0123119
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0132085
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE FUND PROVIDES MEDICAL EXAMINATIONS, EYE SERVICES, DENTAL REIMBURSEMENTS, FOR MEMBERS AND SCHOLARSHIPS FOR CHILDREN OF ALL ELIGIBLE MEMBERS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt020184
IRS990/FeesForServicesLegalGrp/TotalAmt014992
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt016107
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt013854
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt17552
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt28357
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt36759
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0LYNNE P FOX
IRS990/Form990PartVIISectionAGrp/PersonNm1MILDRED SALDANA
IRS990/Form990PartVIISectionAGrp/PersonNm2RICHARD MINTER
IRS990/Form990PartVIISectionAGrp/PersonNm3GINA WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm4MICHAEL HARE
IRS990/Form990PartVIISectionAGrp/PersonNm5RICHARD SEITCHIK
IRS990/Form990PartVIISectionAGrp/PersonNm6ERIC GOLDBERG
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt036376
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt168246
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt278342
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt339647
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4Employer trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Employer trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Employer trustee (P)
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01950
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt018111
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01600
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0229990
IRS990/GrossReceiptsAmt0343964
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt0939
IRS990/InvestmentIncomeGrp/ExclusionAmt074233
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt074233
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0415174
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0469989
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01253525
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01600227
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0211879
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0The Plan provides physical examinations, vision services, dental reimbursements and flu injections for members and provides scholarships for children of all eligible members of Workers United Locals 119D, 75 (Bell Sponging) and 148C (Accent Uniform).
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01876698
IRS990/NetAssetsOrFundBalancesEOYAmt02059691
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt018111
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt018111
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0174027
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt03185
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ALLOCATED ADMINISTRATIV
IRS990/OtherExpensesGrp/TotalAmt013906
IRS990/OtherLiabilitiesGrp/BOYAmt04772
IRS990/OtherLiabilitiesGrp/EOYAmt09932
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0mildred saldana
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt039741
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt039741
IRS990/ProgSrvcAccomActy2Grp/Desc0CERTAIN LEGAL SERVICES ARE PROVIDED TO ELIGIBLE MEMBERS OF PHILADELPHIA JOINT BOARD, WORKERS UNITED
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt052690
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt01200
IRS990/PYInvestmentIncomeAmt066985
IRS990/PYOtherExpensesAmt080557
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt041359
IRS990/PYRevenuesLessExpensesAmt0-26103
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0134447
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0108344
IRS990/ReconcilationRevenueExpnssAmt08966
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01876698
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02059691
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt016107
IRS990ScheduleD/ExpensesSubtotalAmt0107012
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt016107
IRS990ScheduleD/InvestmentExpensesNotIncldAmt016107
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0174027
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt09549
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1383
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to PJB WORKERS UNITED
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1cash overdraft
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0469989
IRS990ScheduleD/OtherSecuritiesGrp/Desc0PRIVATE PLACEMENT STOCK
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0174027
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt016107
IRS990ScheduleD/RevenueSubtotalAmt0115978
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Management is required 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, tax years will remain open for three years; however, this may differ depending upon the circumstances of the Fund.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0469989
IRS990ScheduleD/TotalExpensesPerForm990Amt0123119
IRS990ScheduleD/TotalLiabilityAmt09932
IRS990ScheduleD/TotalRevenuePerForm990Amt0132085
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0290005
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0107012
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PHILADELPHIA JOINT BOARD WELFARE FUND HAS NO OTHER COMMITTEES THAT ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PHILADELPHIA JOINT BOARD WELFARE FUND FORM 990 IS FORWARDED TO THE TRUSTEES FOR REVEIW AND SIGNATURE PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PHILADELPHIA JOINT BOARD WELFARE FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MICHAEL HARE - 1818 CHESTNUT STREET, PHiladelphiA, PA 19103. RICHARD SEITCHIK - 10073 sandmeyer lane, PHiladelphiA, PA 19116.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PHILADELPHIA JOINT BOARD WELFARE FUND BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND SELECTING THE INDEPENDENT ACCOUNTANT THAT PERFROMS THE AUDIT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VII Contact Addresses for Officers, Directors, Etc
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Philadelphia Joint Board Workers United
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1Local 274 Health and Welfare Fund
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0230971735
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1231489866
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Labor Organziation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1To provide health and wellness benefit to members
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt022 South 22nd Street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt120 Brace Rd Suite 114
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Philadelphia
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1Cherry Hill
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd019103
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd108034
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01896019
IRS990/TotalAssetsEOYAmt02087324
IRS990/TotalAssetsGrp/BOYAmt01896019
IRS990/TotalAssetsGrp/EOYAmt02087324
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0123119
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt019321
IRS990/TotalLiabilitiesEOYAmt027633
IRS990/TotalLiabilitiesGrp/BOYAmt019321
IRS990/TotalLiabilitiesGrp/EOYAmt027633
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01876698
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02059691
IRS990/TotalOtherCompensationAmt036522
IRS990/TotalProgramServiceRevenueAmt039741
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt092344
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt039741
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0132085
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01896019
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02087324
IRS990/TotReportableCompRltdOrgAmt0222611
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt022 SOUTH 22ND STREET
IRS990/USAddress/CityNm0PHILADELPHIA
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019103
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0mildred saldana
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02157519770
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHILADELPHIA JOINT BOARD WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0PHIL
ReturnHeader/Filer/EIN0231457997
ReturnHeader/Filer/PhoneNum02157519770
ReturnHeader/Filer/USAddress/AddressLine1Txt022 SOUTH 22ND STREET
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019103
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId019998950A844A1ED5F18EB360E4E9E4F9906FFA9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.211.205.39
ReturnHeader/FilingSecurityInformation/IPDt02017-10-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:21:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611436956
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NOVAK FRANCELLA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE PRESIDENTIAL BLVD SUITE 330
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BALA CYNWYD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019004
ReturnHeader/PreparerPersonGrp/PhoneNum06106689400
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Louis Verzella CPA
ReturnHeader/ReturnTs02017-10-12T14:22:34-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,087,324
Liabilities
$27,633
Net assets
$2,059,691
Revenue
$132,085
Expenses
$123,119
Net income
$8,966
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.93$0.02$2.91$0.21$0.17$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.66$0.01$2.64$0.15$0.13$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.26$0.01$2.24$0.02$0.15$0.12
2021Detailed filing. Detailed filing data is available for this year.$2.99$0.02$2.96$0.14$0.12$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.64$0.02$2.62$0.15$0.11$0.26
2019Detailed filing. Detailed filing data is available for this year.$2.45$0.02$2.43$0.15$0.13$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.08$0.01$2.07$0.11$0.14$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.29$0.02$2.27$0.09$0.13$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.09$0.03$2.06$0.13$0.12$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.90$0.02$1.88$0.11$0.13$0.03
2014Summary only. Only limited summary data is available for this year.$2.15$0.02$2.12$0.08$0.06$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.78$0.02$1.76$0.11$0.03$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.56$0.02$1.53$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.38$0.02$1.37$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.44$0.02$1.42$0.04