Civic Intelligence

Pmta Ila Vacation & Welfare Fund

990 • Fiscal year 2015 • EIN 23-2022561

Oct 01, 2014 to Sep 30, 2015 • Filed on Apr 25, 2016

Organization ProfileN/A

View Organization Page

20 Brace RoadCherry Hill, NJ 08034

(856) 616-2090

Siviq Scores

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

Liabilities / Assets

87th percentile

0.53x

Higher debt load relative to assets than 87% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

91st percentile

0.53x

Higher debt load relative to revenue than 91% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Net Margin

53rd percentile

2.8%

Higher net margin than 53% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Asset Growth

47th percentile

0.3%

Faster asset growth than 47% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

31st percentile

-2.3%

Faster revenue growth than 31% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$7,051,897

Up $22,832 (+0.3%) from 2014

Net Assets

Up

$3,346,045

Up $57,545 (+1.7%) from 2014

Liabilities

Down

$3,705,852

Down $34,713 (-0.9%) from 2014

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin53rd percentile

Revenue

Down

$6,959,021

Down $162,786 (-2.3%) from 2014

Expenses

Down

$6,764,437

Down $88,687 (-1.3%) from 2014

Net Income

Down

$194,584

Down $74,099 (-28%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2015

Assets$7,051,897
Liabilities$3,705,852
Net Assets$3,346,045
Open 2015 Filing

Operations Trend

Revenue Growth31st 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

2015

Revenue$6,959,021
Expenses$6,764,437
Net Income$194,584
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Apr 25, 2016
Return Version
2014v6.0
Gross Receipts
$14,902,391
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$5,258,606$5,755,856▲ $497,250
Rtn Earn Endowment Incm Other Fnds$3,288,500$3,346,045▲ $57,545
Savings and Temporary Cash Investments$1,706,322$1,236,582▼ $469,740
Accounts Receivable$44,632$33,590▼ $11,042
Prepaid Expenses and Deferred Charges$6,614$7,027▲ $413
Total Assets$7,029,065$7,051,897▲ $22,832
Other Assets Total$12,891$18,842▲ $5,951
Liabilities
Accounts Payable and Accrued Expenses$3,740,565$3,705,852▼ $34,713
Total Liabilities$3,740,565$3,705,852▼ $34,713
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,288,500$3,346,045▲ $57,545
Total Liabilities and Net Assets / Fund Balance$7,029,065$7,051,897▲ $22,832

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$18,842--
Compensation and Service Providers
Top Officer Pay47th 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
$6,798,581
Investment Income
$153,536
Other Revenue
$6,904
Change in Net Assets
$194,584

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,933,762
Revenue Not Reported on Financial Statements
$25,259
Revenue Not Reported on Form 990
$-137,039
Total Revenue per Audited Statements
$6,796,723
Total Revenue per Form 990
$6,959,021
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$448,110
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---$6,316,327
Fees for Services Management---$329,753
Fees for Services Legal---$29,372
Fees for Service Investment Mgmnt Fees---$25,259
Office Expenses---$13,074
Fees for Services Accounting---$11,250
Other Expenses---$10,397
Insurance---$9,775
Information Technology---$8,845
Conferences and Meetings---$632
Total Functional Expenses$0$0$0$6,764,437

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,775,555
Total Expenses per Audited Statements$6,775,555
Total Expenses per Form 990$6,764,437
Expenses Not Reported on Financial Statements$-11,118
Other Expense Adjustments$-36,377
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

Filer Name
PMTA ILA Vacation & Welfare Fund
EIN
23-2022561
Phone
8566162090
Address
20 Brace Road, Cherry Hill, NJ 08034

Signing Officer

Name
Patrick Dolan
Title
Trustee
Phone
8566162090
Signed
2016-04-25
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
581
Volunteers
0

Preparer

Firm
Fischer Dorwart Pc
Address
16 W VASSAR ROAD, AUDUBON, NJ 08106
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 XII, Line 2C

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

Financial Statement Notes

Pt XII, Line 4B

“Change in claims payable.”

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IRS990ScheduleD/InvestmentExpensesNotIncldAmt025259
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Change in claims payable.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt XII, Line 4b
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IRS990ScheduleD/TotalRevenuePerForm990Amt06959021
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06796723
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06775555
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/ExplanationTxt4The 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 XII, Line 2c
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PMTA ILA Pension Plan
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1PMTA ILA Annuity Plan
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2PMTA ILA Containerization Fund
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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/AddressLine1Txt020 Brace Road
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt120 Brace Road
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt220 Brace Road
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Cherry Hill
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1Cherry Hill
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2Cherry Hill
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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
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IRS990/TotalRevenueGrp/ExclusionAmt0114339
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06844682
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06959021
IRS990/TotalVolunteersCnt00
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IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt020 Brace Road
IRS990/USAddress/CityNm0Cherry Hill
IRS990/USAddress/StateAbbreviationCd0NJ
IRS990/USAddress/ZIPCd008034
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICK DOLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08566162090
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PMTA ILA Vacation & Welfare Fund
ReturnHeader/Filer/BusinessNameControlTxt0PMTA
ReturnHeader/Filer/EIN0232022561
ReturnHeader/Filer/PhoneNum08566162090
ReturnHeader/Filer/USAddress/AddressLine1Txt020 Brace Road
ReturnHeader/Filer/USAddress/CityNm0Cherry Hill
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008034
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FISCHER DORWART PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016 W VASSAR ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUDUBON

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,051,897
Liabilities
$3,705,852
Net assets
$3,346,045
Revenue
$6,959,021
Expenses
$6,764,437
Net income
$194,584
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

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)9 • $10M-$25M nonprofits