Civic Intelligence

Retail Wholesale & Dept Store Union Local 1034 Health & Welfare Fund

990 • Fiscal year 2013 • EIN 23-7105550

Jan 01, 2013 to Dec 31, 2013 • Filed on Feb 28, 2014

Organization ProfileN/A

View Organization Page

550 State Road19020

(215) 338-6336

Siviq Scores

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

Liabilities / Assets

48th percentile

0.01x

Higher debt load relative to assets than 48% of similar nonprofits.

2013 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

47th percentile

0.01x

Higher debt load relative to revenue than 47% of similar nonprofits.

2013 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2013

Net Margin

45th percentile

0.3%

Higher net margin than 45% of similar nonprofits.

2013 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2013 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2013

Asset Growth

47th percentile

2.9%

Faster asset growth than 47% of similar nonprofits.

2013 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$2,266,067

Up $63,377 (+2.9%) from 2012

Net Assets

Up

$2,250,897

Up $70,512 (+3.2%) from 2012

Liabilities

Down

$15,170

Down $7,135 (-32%) from 2012

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin45th percentile

Revenue

$2,242,530

No earlier filing loaded for comparison.

Expenses

Down

$2,235,039

Down $408,505 (-15%) from 2012

Net Income

$7,491

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,789,726Liabilities 2010: $23,589Net Assets 2010: $2,766,1372010Assets 2011: $2,533,570Liabilities 2011: $25,063Net Assets 2011: $2,508,5072011Assets 2012: $2,202,690Liabilities 2012: $22,305Net Assets 2012: $2,180,3852012Assets 2013: $2,266,067Liabilities 2013: $15,170Net Assets 2013: $2,250,8972013Assets 2015: $2,414,339Liabilities 2015: $17,563Net Assets 2015: $2,396,7762015Assets 2016: $2,448,428Liabilities 2016: $17,768Net Assets 2016: $2,430,6602016Assets 2017: $2,389,555Liabilities 2017: $13,343Net Assets 2017: $2,376,2122017Assets 2018: $2,008,620Liabilities 2018: $17,014Net Assets 2018: $1,991,6062018Assets 2019: $1,775,397Liabilities 2019: $13,181Net Assets 2019: $1,762,2162019Assets 2020: $1,550,081Liabilities 2020: $10,430Net Assets 2020: $1,539,6512020Assets 2021: $1,435,583Liabilities 2021: $11,325Net Assets 2021: $1,424,2582021Assets 2022: $1,091,147Liabilities 2022: $14,116Net Assets 2022: $1,077,0312022Assets 2024: $865,772Liabilities 2024: $15,672Net Assets 2024: $850,1002024

Highlighted filing

2013

Assets$2,266,067
Liabilities$15,170
Net Assets$2,250,897
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,897,7292010Expenses 2011: $2,377,2922011Expenses 2012: $2,643,5442012Revenue 2013: $2,242,530Expenses 2013: $2,235,039Net Income 2013: $7,4912013Revenue 2015: $2,335,340Expenses 2015: $2,337,650Net Income 2015: -$2,3102015Revenue 2016: $1,866,984Expenses 2016: $1,889,732Net Income 2016: -$22,7482016Revenue 2017: $1,777,235Expenses 2017: $2,013,902Net Income 2017: -$236,6672017Revenue 2018: $1,730,478Expenses 2018: $2,001,593Net Income 2018: -$271,1152018Revenue 2019: $1,643,624Expenses 2019: $2,065,269Net Income 2019: -$421,6452019Revenue 2020: $1,677,928Expenses 2020: $2,008,488Net Income 2020: -$330,5602020Revenue 2021: $1,264,401Expenses 2021: $1,453,660Net Income 2021: -$189,2592021Revenue 2022: $1,452,258Expenses 2022: $1,630,726Net Income 2022: -$178,4682022Revenue 2024: $1,580,054Expenses 2024: $1,702,948Net Income 2024: -$122,8942024

Highlighted filing

2013

Revenue$2,242,530
Expenses$2,235,039
Net Income$7,491
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Feb 28, 2014
Return Version
2013v3.1
Gross Receipts
$2,242,530
Mission and Program Overview

Mission

Health and welfare plan for

Health and welfare plan for union members, (multi employer plan)

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,576,896$1,667,285▲ $90,389
Accounts Receivable$249,353$270,019▲ $20,666
Savings and Temporary Cash Investments$157,309$181,064▲ $23,755
Cash and Non-Interest-Bearing Accounts$213,341$139,961▼ $73,380
Prepaid Expenses and Deferred Charges$5,791$7,738▲ $1,947
Total Assets$2,202,690$2,266,067▲ $63,377
Liabilities
Accounts Payable and Accrued Expenses$22,305$15,170▼ $7,135
Total Liabilities$22,305$15,170▼ $7,135
Net Assets / Fund Balance
Unrestricted Net Assets$2,180,385$2,250,897▲ $70,512
Total Net Assets Fund Balance$2,180,385$2,250,897▲ $70,512
Total Liabilities and Net Assets / Fund Balance$2,202,690$2,266,067▲ $63,377
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Bernadette ConnollyTrustee
Gary BarkerTrustee
Joseph DicamilloTrustee
Joseph SellersTrustee
Ms Jennifer SzopoTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,191,404
Investment Income
$51,126
Other Revenue
$0
Change in Net Assets
$7,491

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,242,530
Revenue Not Reported on Form 990
$54,393
Total Revenue per Audited Statements
$2,296,923
Total Revenue per Form 990
$2,242,530
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$174,347
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$2,060,692--$2,060,692
Occupancy$40,000$0$0$40,000
Fees for Services Legal$14,575$0$0$14,575
Fees for Services Accounting$13,029$0$0$13,029
All Other Expenses$12,297--$12,297
Fees for Service Investment Mgmnt Fees$8,628$0$0$8,628
Insurance$5,272--$5,272
Office Expenses$4,133$0$0$4,133
Other Expenses$1,200$0$0$1,200
Total Functional Expenses$2,235,039$0$0$2,235,039

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,235,039
Total Expenses per Audited Statements$2,235,039
Total Expenses per Form 990$2,235,039
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Bernadette ConnollyOfficer/trusteeUnion MemberNo-
Gary BarkerOfficer/trusteeUnion MemberNo-
Joseph DicamilloOfficer/trusteeUnion MemberNo-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Filing and Contact Details

Filer

EIN
23-7105550
Phone
2153386336

Signing Officer

Name
Bernadette Connolly Trustee
Title
Trustee
Phone
2153386336
Signed
2014-02-28
Discuss with paid preparer
Yes

Organization Details

Formed
1972
Legal Domicile
Pa
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Preparer
Morris Kurtzman
Phone
2158863274
Supplemental Narrative

Additional Explanations

Pt VI, Line 10B

“review before signature”

Pt VI, Line 19

“upon request”

Pt VI, Line 2

“retail local 1034 health and welfare fund has as trustees”

Pt VI, Line 2

“officers of local 1034 union, also trustees the same”

Pt VI, Line 2

“as the local 1034 severance fund”

Pt VI, Line 11B

“Trustees review 990 before signature”

Pt XI

“DEPRECIATION OF ASSETS”

Pt VI, Line 12C

“At quarterly trustee meetings, yearly certified audit”

Form 990, Part IX, Line 24F

“Repricing fee 7130. 7130. Bank charges 1838. 1838. Computer 682. 682. Printing 2647. 2647.”

Raw XML Appendix362 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2retail local 1034 health and welfare fund has as trustees
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3officers of local 1034 union, also trustees the same
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4as the local 1034 severance fund
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TRUSTEES REVIEW 990 BEFORE SIGNATURE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DEPRECIATION OF ASSETS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7AT QUARTERLY TRUSTEE MEETINGS, YEARLY CERTIFIED AUDIT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8REPRICING FEE 7130. 7130. BANK CHARGES 1838. 1838. COMPUTER 682. 682. PRINTING 2647. 2647.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt XI
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10retail wholesale department store
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0231261085
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501c(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0officers are trustee of health and welfare plan
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10550 state road
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0bensalem
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode019020
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0true
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt040000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0accounting study
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10RWDSU LOCAL 1034 UFCW
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0k n p
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02202690
IRS990/TotalAssetsEOYAmt02266067
IRS990/TotalAssetsGrp/BOYAmt02202690
IRS990/TotalAssetsGrp/EOYAmt02266067
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02235039
IRS990/TotalFunctionalExpensesGrp/TotalAmt02235039
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt022305
IRS990/TotalLiabilitiesEOYAmt015170
IRS990/TotalLiabilitiesGrp/BOYAmt022305
IRS990/TotalLiabilitiesGrp/EOYAmt015170
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02180385
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02250897
IRS990/TotalProgramServiceExpensesAmt02235039
IRS990/TotalProgramServiceRevenueAmt02191404
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02242530
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02242530
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02202690
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02266067
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02180385
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02250897
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10550 STATE ROAD
IRS990/USAddress/City0PHILADELPHIA
IRS990/USAddress/State0PA
IRS990/USAddress/ZIPCode010149
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BERNADETTE CONNOLLY TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02153386336
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-02-28
ReturnHeader/Filer/BusinessName/BusinessNameLine10Retail Wholesale & Dept Store Union Local 1034 Health & Welfare Fund
ReturnHeader/Filer/BusinessNameControlTxt0RETA
ReturnHeader/Filer/EIN0237105550
ReturnHeader/Filer/PhoneNum02153386336
ReturnHeader/Filer/USAddress/AddressLine10550 STATE ROAD
ReturnHeader/Filer/USAddress/City0BENSALEM
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode019020
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CHERNOW KURTZMAN & COPC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10101 WEST AVENUE- SUITE 306
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0JENKINTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode019046
ReturnHeader/PreparerPersonGrp/PhoneNum02158863274
ReturnHeader/PreparerPersonGrp/PreparationDt02014-07-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MORRIS KURTZMAN
ReturnHeader/ReturnTs02014-07-21T15:54:31-07:00
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
$2,266,067
Liabilities
$15,170
Net assets
$2,250,897
Revenue
$2,242,530
Expenses
$2,235,039
Net income
$7,491
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.02$0.85$1.58$1.70$0.12
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.01$1.08$1.45$1.63$0.18
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.44$0.01$1.42$1.26$1.45$0.19
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.55$0.01$1.54$1.68$2.01$0.33
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.78$0.01$1.76$1.64$2.07$0.42
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.01$0.02$1.99$1.73$2.00$0.27
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.39$0.01$2.38$1.78$2.01$0.24
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.45$0.02$2.43$1.87$1.89$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.41$0.02$2.40$2.34$2.34$0.00
2013Detailed filing. Detailed filing data is available for this year.$2.27$0.02$2.25$2.24$2.24$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.20$0.02$2.18$2.64
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.53$0.03$2.51$2.38
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.79$0.02$2.77$1.90