Civic Intelligence

Pmta Ila Vacation & Welfare Fund

990 • Fiscal year 2014 • EIN 23-2022561

Oct 01, 2013 to Sep 30, 2014 • Filed on Jul 02, 2015

Organization ProfileN/A

View Organization Page

20 Brace Road08034

(856) 616-2090

Siviq Scores

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

Liabilities / Assets

88th percentile

0.53x

Higher debt load relative to assets than 88% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

92nd percentile

0.53x

Higher debt load relative to revenue than 92% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Net Margin

52nd percentile

3.8%

Higher net margin than 52% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Asset Growth

55th percentile

5.6%

Faster asset growth than 55% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

90th percentile

34%

Faster revenue growth than 90% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$7,029,065

Up $372,314 (+5.6%) from 2013

Net Assets

Up

$3,288,500

Up $348,312 (+12%) from 2013

Liabilities

Up

$3,740,565

Up $24,002 (+0.6%) from 2013

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin52nd percentile

Revenue

$7,121,807

No earlier filing loaded for comparison.

Expenses

Up

$6,853,124

Up $278,638 (+4.2%) from 2013

Net Income

$268,683

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$15M$10M$5.0M$0Assets 2011: $5,459,597Liabilities 2011: $1,261,266Net Assets 2011: $4,198,3312011Assets 2012: $6,218,791Liabilities 2012: $1,235,414Net Assets 2012: $4,983,3772012Assets 2013: $6,656,751Liabilities 2013: $3,716,563Net Assets 2013: $2,940,1882013Assets 2014: $7,029,065Liabilities 2014: $3,740,565Net Assets 2014: $3,288,5002014Assets 2015: $7,051,897Liabilities 2015: $3,705,852Net Assets 2015: $3,346,0452015Assets 2016: $7,255,177Liabilities 2016: $3,710,425Net Assets 2016: $3,544,7522016Assets 2017: $7,166,692Liabilities 2017: $3,903,222Net Assets 2017: $3,263,4702017Assets 2019: $6,072,874Liabilities 2019: $4,194,334Net Assets 2019: $1,878,5402019Assets 2020: $8,296,047Liabilities 2020: $4,799,630Net Assets 2020: $3,496,4172020Assets 2021: $9,587,968Liabilities 2021: $5,096,476Net Assets 2021: $4,491,4922021Assets 2022: $10,783,501Liabilities 2022: $5,946,618Net Assets 2022: $4,836,8832022Assets 2023: $10,590,475Liabilities 2023: $6,144,199Net Assets 2023: $4,446,2762023Assets 2024: $9,555,976Liabilities 2024: $6,607,555Net Assets 2024: $2,948,4212024

Highlighted filing

2014

Assets$7,029,065
Liabilities$3,740,565
Net Assets$3,288,500
Open 2014 Filing

Operations Trend

Revenue Growth90th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $4,816,642Expenses 2011: $3,491,434Net Income 2011: $1,325,2082011Revenue 2012: $3,943,813Expenses 2012: $3,446,456Net Income 2012: $497,3572012Expenses 2013: $6,574,4862013Revenue 2014: $7,121,807Expenses 2014: $6,853,124Net Income 2014: $268,6832014Revenue 2015: $6,959,021Expenses 2015: $6,764,437Net Income 2015: $194,5842015Revenue 2016: $6,834,328Expenses 2016: $6,776,373Net Income 2016: $57,9552016Revenue 2017: $6,723,250Expenses 2017: $7,029,441Net Income 2017: -$306,1912017Revenue 2019: $6,967,241Expenses 2019: $7,508,783Net Income 2019: -$541,5422019Revenue 2020: $9,659,026Expenses 2020: $8,043,369Net Income 2020: $1,615,6572020Revenue 2021: $9,347,330Expenses 2021: $8,432,161Net Income 2021: $915,1692021Revenue 2022: $9,907,818Expenses 2022: $8,710,126Net Income 2022: $1,197,6922022Revenue 2023: $9,988,657Expenses 2023: $10,213,267Net Income 2023: -$224,6102023Revenue 2024: $9,301,512Expenses 2024: $10,799,367Net Income 2024: -$1,497,8552024

Highlighted filing

2014

Revenue$7,121,807
Expenses$6,853,124
Net Income$268,683
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Jul 2, 2015
Return Version
2013v4.0
Gross Receipts
$21,313,392
Mission and Program Overview

Mission

Union employer sponsored vacation benefit fund which pays a semi-annual benefit distribution to eligible participants. The Fund also provides life insurance and disability

Union employer sponsored vacation benefit fund which pays a semi-annual benefit distribution to eligible participants. The fund also provides life insurance and disability benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,365,387$5,258,606▼ $1,106,781
Rtn Earn Endowment Incm Other Fnds$2,940,188$3,288,500▲ $348,312
Savings and Temporary Cash Investments$240,577$1,706,322▲ $1,465,745
Accounts Receivable$15,937$44,632▲ $28,695
Prepaid Expenses and Deferred Charges$6,901$6,614▼ $287
Total Assets$6,656,751$7,029,065▲ $372,314
Other Assets Total$27,949$12,891▼ $15,058
Liabilities
Accounts Payable and Accrued Expenses$3,716,563$3,740,565▲ $24,002
Total Liabilities$3,716,563$3,740,565▲ $24,002
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,940,188$3,288,500▲ $348,312
Total Liabilities and Net Assets / Fund Balance$6,656,751$7,029,065▲ $372,314

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$12,891--
Compensation and Service Providers
Top Officer Pay46th percentile

Board Members and Trustees

NameTitle
David WheneEmployer Trustee
Gina PetrilleEmployer Trustee
Jim LyonsEmployer Trustee
John CoulahanEmployer Trustee
Patrick DolanEmployer Trustee
Robert PalaimaEmployer Trustee
Boise ButlerUnion Trustee
James PaylorUnion Trustee
John CavanaughUnion Trustee
Joseph CarsonUnion Trustee
Lee W Cole JrUnion Trustee
Philip RenziUnion Trustee
William Ashe JrUnion Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,903,756
Investment Income
$207,369
Other Revenue
$10,682
Change in Net Assets
$268,683

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,095,887
Revenue Not Reported on Financial Statements
$25,920
Revenue Not Reported on Form 990
$79,629
Total Revenue per Audited Statements
$7,175,516
Total Revenue per Form 990
$7,121,807
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$452,198
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---$6,400,926
Fees for Services Management---$334,771
Fees for Services Legal---$29,249
Fees for Service Investment Mgmnt Fees---$25,920
Information Technology---$16,484
Office Expenses---$10,930
Insurance---$10,025
Other Expenses---$9,024
Fees for Services Accounting---$7,500
Conferences and Meetings---$1,385
Total Functional Expenses$0$0$0$6,853,124

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,853,124
Expenses per Audited Statements$6,791,094
Total Expenses per Audited Statements$6,791,094
Expenses Not Reported on Financial Statements$62,030
Other Expense Adjustments$36,110
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
Lobbying activity
No
Subject to proxy tax
No
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
Yes
Filing and Contact Details

Filer

EIN
23-2022561
Phone
8566162090

Signing Officer

Name
Patrick Dolan
Title
Trustee
Phone
8566162090
Signed
2015-07-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
PATRICK O'HARA
Formed
1980
Legal Domicile
Nj
Voting Board Members
13
Independent Board Members
13
Employees
588
Volunteers
0

Preparer

Preparer
Stephen M Dorwart
Phone
8563100990
Supplemental Narrative

Additional Explanations

Pt VI, Line 3

“The Fund utilizes the services of a TPA - Benefit Processing, Inc.”

Pt VI, Line 6

“The Fund provides benefits to its union members.”

Pt VI, Line 11B

“The Trustees review the Form 990 prior to signature.”

Pt VI, Line 19

“The documents are made available upon request at the Fund office.”

Pt XI

“Transfer in of PMTA/ILA Welfare Fund net assets due to merger.”

Pt XII, Line 2C

“The Board of Trustees provide oversight of the audit.”

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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/InvestmentExpensesNotIncld2Amt025920
IRS990ScheduleD/InvestmentExpensesNotIncldAmt025920
IRS990ScheduleD/NetUnrealizedGainsInvstAmt079629
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt012891
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Accrued Interest
IRS990ScheduleD/OtherExpensesNotIncludedAmt036110
IRS990ScheduleD/RevenueNotReportedAmt079629
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt025920
IRS990ScheduleD/RevenueSubtotalAmt07095887
IRS990ScheduleD/TotalBookValueOtherAssetsAmt012891
IRS990ScheduleD/TotalExpensesPerForm990Amt06853124
IRS990ScheduleD/TotalRevenuePerForm990Amt07121807
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07175516
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06791094
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Fund utilizes the services of a TPA - Benefit Processing, Inc.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Fund provides benefits to its union members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Trustees review the Form 990 prior to signature.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The documents are made available upon request at the Fund office.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Transfer in of PMTA/ILA Welfare Fund net assets due to merger.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The Board of Trustees provide oversight of the audit.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt XI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt XII, Line 2c
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine10NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine11NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine12NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10PMTA ILA Pension Plan
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine11PMTA ILA Annuity Plan
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine12PMTA ILA Containerization Fund
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0236534704
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1236534704
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2237245050
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0401(a)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1401(a)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(c)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PENSION PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1RETIREMENT PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2Wage Replacement Plan
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1020 Brace Road
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1120 Brace Road
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1220 Brace Road
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0Cherry Hill
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City1Cherry Hill
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City2Cherry Hill
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State1NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State2NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode008034
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode108034
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode208034
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt06656751
IRS990/TotalAssetsEOYAmt07029065
IRS990/TotalAssetsGrp/BOYAmt06656751
IRS990/TotalAssetsGrp/EOYAmt07029065
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt0588
IRS990/TotalFunctionalExpensesGrp/TotalAmt06853124
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03716563
IRS990/TotalLiabilitiesEOYAmt03740565
IRS990/TotalLiabilitiesGrp/BOYAmt03716563
IRS990/TotalLiabilitiesGrp/EOYAmt03740565
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02940188
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03288500
IRS990/TotalProgramServiceRevenueAmt06903756
IRS990/TotalRevenueGrp/ExclusionAmt0104899
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07016908
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07121807
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06656751
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07029065
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1020 Brace Road
IRS990/USAddress/City0Cherry Hill
IRS990/USAddress/State0NJ
IRS990/USAddress/ZIPCode008034
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICK DOLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08566162090
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-02
ReturnHeader/Filer/BusinessName/BusinessNameLine10PMTA ILA Vacation & Welfare Fund
ReturnHeader/Filer/BusinessNameControlTxt0PMTA
ReturnHeader/Filer/EIN0232022561
ReturnHeader/Filer/PhoneNum08566162090
ReturnHeader/Filer/USAddress/AddressLine1020 Brace Road
ReturnHeader/Filer/USAddress/City0Cherry Hill
ReturnHeader/Filer/USAddress/State0NJ
ReturnHeader/Filer/USAddress/ZIPCode008034
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10FISCHER DORWART PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1016 W VASSAR ROAD

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,029,065
Liabilities
$3,740,565
Net assets
$3,288,500
Revenue
$7,121,807
Expenses
$6,853,124
Net income
$268,683
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.56$6.61$2.95$9.30$10.8$1.50
2023Detailed filing. Detailed filing data is available for this year.$10.6$6.14$4.45$9.99$10.2$0.22
2022Detailed filing. Detailed filing data is available for this year.$10.8$5.95$4.84$9.91$8.71$1.20
2021Detailed filing. Detailed filing data is available for this year.$9.59$5.10$4.49$9.35$8.43$0.92
2020Detailed filing. Detailed filing data is available for this year.$8.30$4.80$3.50$9.66$8.04$1.62
2019Detailed filing. Detailed filing data is available for this year.$6.07$4.19$1.88$6.97$7.51$0.54
2017Detailed filing. Detailed filing data is available for this year.$7.17$3.90$3.26$6.72$7.03$0.31
2016Detailed filing. Detailed filing data is available for this year.$7.26$3.71$3.54$6.83$6.78$0.06
2015Detailed filing. Detailed filing data is available for this year.$7.05$3.71$3.35$6.96$6.76$0.19
2014Detailed filing. Detailed filing data is available for this year.$7.03$3.74$3.29$7.12$6.85$0.27
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.66$3.72$2.94$6.57
2012Summary only. Only limited summary data is available for this year.$6.22$1.24$4.98$3.94$3.45$0.50
2011Summary only. Only limited summary data is available for this year.$5.46$1.26$4.20$4.82$3.49$1.33
Peer Organizations

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