Civic Intelligence

Ufcw Local 1776 & Participating Employers Legal Trust Fund

990 • Fiscal year 2013 • EIN 23-2069083

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 13, 2014

Organization ProfileUFCW1776BENEFITFUNDS.ORG/LEGALFUNDPAGE1NEW.HTM

View Organization Page

3031B Walton Road19462

(610) 941-9400

Siviq Scores

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

Liabilities / Assets

56th percentile

0.01x

Higher debt load relative to assets than 56% of similar nonprofits.

2013 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

56th percentile

0.01x

Higher debt load relative to revenue than 56% of similar nonprofits.

2013 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2013

Net Margin

20th percentile

-12%

Higher net margin than 20% of similar nonprofits.

2013 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2013 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2013

Asset Growth

17th percentile

-18%

Faster asset growth than 17% of similar nonprofits.

2013 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

20th percentile

-15%

Faster revenue growth than 20% of similar nonprofits.

2013 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$293,816

Down $64,525 (-18%) from 2012

Net Assets

Down

$290,005

Down $63,421 (-18%) from 2012

Liabilities

Down

$3,811

Down $1,104 (-22%) from 2012

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin20th percentile

Revenue

$525,560

No earlier filing loaded for comparison.

Expenses

Up

$588,981

Up $6,405 (+1.1%) from 2012

Net Income

-$63,421

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$800K$600K$400K$200K$0Assets 2011: $785,626Liabilities 2011: $4,892Net Assets 2011: $780,7342011Assets 2012: $358,341Liabilities 2012: $4,915Net Assets 2012: $353,4262012Assets 2013: $293,816Liabilities 2013: $3,811Net Assets 2013: $290,0052013Assets 2014: $331,267Liabilities 2014: $8,324Net Assets 2014: $322,9432014Assets 2015: $389,185Liabilities 2015: $7,478Net Assets 2015: $381,7072015Assets 2016: $451,619Liabilities 2016: $6,113Net Assets 2016: $445,5062016Assets 2017: $493,404Liabilities 2017: $6,959Net Assets 2017: $486,4452017Assets 2018: $505,147Liabilities 2018: $19,501Net Assets 2018: $485,6462018Assets 2019: $567,351Liabilities 2019: $7,019Net Assets 2019: $560,3322019Assets 2020: $630,284Liabilities 2020: $8,000Net Assets 2020: $622,2842020Assets 2021: $725,408Liabilities 2021: $6,447Net Assets 2021: $718,9612021Assets 2022: $708,589Liabilities 2022: $10,742Net Assets 2022: $697,8472022Assets 2023: $732,649Liabilities 2023: $5,239Net Assets 2023: $727,4102023Assets 2024: $796,016Liabilities 2024: $28,558Net Assets 2024: $767,4582024

Highlighted filing

2013

Assets$293,816
Liabilities$3,811
Net Assets$290,005
Open 2013 Filing

Operations Trend

Revenue Growth20th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $722,789Expenses 2011: $664,863Net Income 2011: $57,9262011Expenses 2012: $582,5762012Revenue 2013: $525,560Expenses 2013: $588,981Net Income 2013: -$63,4212013Revenue 2014: $608,897Expenses 2014: $575,959Net Income 2014: $32,9382014Revenue 2015: $593,571Expenses 2015: $534,807Net Income 2015: $58,7642015Revenue 2016: $578,512Expenses 2016: $514,713Net Income 2016: $63,7992016Revenue 2017: $550,622Expenses 2017: $508,524Net Income 2017: $42,0982017Revenue 2018: $526,024Expenses 2018: $508,835Net Income 2018: $17,1892018Revenue 2019: $517,013Expenses 2019: $460,692Net Income 2019: $56,3212019Revenue 2020: $502,824Expenses 2020: $436,897Net Income 2020: $65,9272020Revenue 2021: $518,133Expenses 2021: $454,920Net Income 2021: $63,2132021Revenue 2022: $461,140Expenses 2022: $445,419Net Income 2022: $15,7212022Revenue 2023: $465,061Expenses 2023: $450,341Net Income 2023: $14,7202023Revenue 2024: $426,267Expenses 2024: $416,320Net Income 2024: $9,9472024

Highlighted filing

2013

Revenue$525,560
Expenses$588,981
Net Income-$63,421
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 13, 2014
Return Version
2013v3.0
Gross Receipts
$525,560
Mission and Program Overview

Mission

To provide prepaid legal services for union participants and their dependents.

To provide prepaid legal services to eligible union participants and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$353,426$290,005▼ $63,421
Savings and Temporary Cash Investments$356,641$243,045▼ $113,596
Accounts Receivable-$48,186-
Prepaid Expenses and Deferred Charges$1,700$2,585▲ $885
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$358,341$293,816▼ $64,525
Liabilities
Accounts Payable and Accrued Expenses$4,915$3,811▼ $1,104
Total Liabilities$4,915$3,811▼ $1,104
Net Assets / Fund Balance
Total Net Assets Fund Balance$353,426$290,005▼ $63,421
Total Liabilities and Net Assets / Fund Balance$358,341$293,816▼ $64,525
Compensation and Service Providers
Top Officer Pay56th percentile

Board Members and Trustees

NameTitle
Dan DosenbachTrustee
Edward C Chew IiiTrustee
Mark LayerTrustee
Wendell W Young IvTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$525,475
Investment Income
$85
Other Revenue
$0
Change in Net Assets
$-63,421

Audited Revenue Reconciliation

Revenue per Audited Statements
$525,560
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$525,560
Total Revenue per Form 990
$525,560
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$62,031
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$526,950--$526,950
Fees for Services Management-$34,369-$34,369
Fees for Services Legal-$14,003-$14,003
Fees for Services Accounting-$8,084-$8,084
Office Expenses-$2,817-$2,817
Insurance-$2,758-$2,758
Total Functional Expenses$526,950$62,031$0$588,981

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$588,981
Total Expenses per Audited Statements$588,981
Total Expenses per Form 990$588,981
Expenses Not Reported on Financial Statements$0
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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 B, Line 11

“Form 990 is completed by an outside accounting firm and is presented to the board of trustees for review at a board meeting. The accounting firm makes any changes that are requested by the board. Once the board has reviewed and accepted the form 990, it is approved for signature and filed.”

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

“The organization monitors compliance with these policies with the assistance of the plan professionals.”

Form 990, Part VI, Section C, Line 19

“Governing documents are available for inspection upon request during normal business hours.”

Filing and Contact Details

Filer

EIN
23-2069083
Phone
6109419400

Signing Officer

Name
Edward C Chew Iii
Title
Trustee
Phone
6109419400
Signed
2014-10-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Edward C Chew Iii
Formed
1978
Legal Domicile
Pa
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Preparer
Alan D Ross CPA
Phone
6107799555
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The trust established to hold the plan's assets received an exemption letter from the internal revenue service stating that the trust is tax exempt pursuant to section 501(c)(9) of the internal revenue code, and accordingly, the trust's net investment income is exempt from income taxes. However, from time to time, the trust may be subject to income taxes. No federal or state income taxes have been recorded in 2013 for unrelated business taxable income. Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The plan administrator has analyzed the tax positions taken by the plan and has concluded that as of december 31, 2013, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan administrator believes it is no longer subject to income tax examinations for years prior to 2011.”

Raw XML Appendix282 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/Form990PartVIISectionAGrp/PersonNm1DAN DOSENBACH
IRS990/Form990PartVIISectionAGrp/PersonNm2WENDELL W YOUNG IV
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0525560
IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndoorTanningServicesInd00
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IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
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IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
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IRS990/MoreThan5000KToOrgInd00
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IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/NondeductibleContributionsInd00
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST ESTABLISHED TO HOLD THE PLAN'S ASSETS RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE STATING THAT THE TRUST IS TAX EXEMPT PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE, AND ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. HOWEVER, FROM TIME TO TIME, THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN 2013 FOR UNRELATED BUSINESS TAXABLE INCOME. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2013, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2011.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS COMPLETED BY AN OUTSIDE ACCOUNTING FIRM AND IS PRESENTED TO THE BOARD OF TRUSTEES FOR REVIEW AT A BOARD MEETING. THE ACCOUNTING FIRM MAKES ANY CHANGES THAT ARE REQUESTED BY THE BOARD. ONCE THE BOARD HAS REVIEWED AND ACCEPTED THE FORM 990, IT IS APPROVED FOR SIGNATURE AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MONITORS COMPLIANCE WITH THESE POLICIES WITH THE ASSISTANCE OF THE PLAN PROFESSIONALS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE AVAILABLE FOR INSPECTION UPON REQUEST DURING NORMAL BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWARD C CHEW III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06109419400
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10UFCW LOCAL 1776 & PARTICIPATING
ReturnHeader/Filer/BusinessName/BusinessNameLine20EMPLOYERS LEGAL TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0UFCW
ReturnHeader/Filer/EIN0232069083
ReturnHeader/Filer/PhoneNum06109419400
ReturnHeader/Filer/USAddress/AddressLine103031B WALTON ROAD
ReturnHeader/Filer/USAddress/City0PLYMOUTH MEETING
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode019462
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205367494
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ALAN ROSS & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1010 HEARTHSTONE COURT SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0READING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode019606
ReturnHeader/PreparerPersonGrp/PhoneNum06107799555
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALAN D ROSS CPA
ReturnHeader/ReturnTs02014-11-06T15:35:03-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$293,816
Liabilities
$3,811
Net assets
$290,005
Revenue
$525,560
Expenses
$588,981
Net income
-$63,421
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.96$0.29$7.67$4.26$4.16$0.10
2023Summary only. Only limited summary data is available for this year.$7.33$0.05$7.27$4.65$4.50$0.15
2022Summary only. Only limited summary data is available for this year.$7.09$0.11$6.98$4.61$4.45$0.16
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.25$0.06$7.19$5.18$4.55$0.63
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.30$0.08$6.22$5.03$4.37$0.66
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.67$0.07$5.60$5.17$4.61$0.56
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.05$0.20$4.86$5.26$5.09$0.17
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.93$0.07$4.86$5.51$5.09$0.42
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.52$0.06$4.46$5.79$5.15$0.64
2015Detailed filing. Detailed filing data is available for this year.$3.89$0.07$3.82$5.94$5.35$0.59
2014Detailed filing. Detailed filing data is available for this year.$3.31$0.08$3.23$6.09$5.76$0.33
2013Detailed filing. Detailed filing data is available for this year.$2.94$0.04$2.90$5.26$5.89$0.63
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.58$0.05$3.53$5.83
2011Summary only. Only limited summary data is available for this year.$7.86$0.05$7.81$7.23$6.65$0.58