Civic Intelligence

Ufcw Local 1500 Welfare Fund 1500 Welfare Plan

990 • Fiscal year 2015 • EIN 23-7176373

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 03, 2016

Organization ProfileN/A

View Organization Page

425 Merrick AveWestbury, NY 11590

(516) 214-1300

Siviq Scores

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

Liabilities / Assets

50th percentile

0.03x

Higher debt load relative to assets than 50% of similar nonprofits.

2015 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2015

Liabilities / Revenue

37th percentile

0.01x

Higher debt load relative to revenue than 37% of similar nonprofits.

2015 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2015

Net Margin

75th percentile

17%

Higher net margin than 75% of similar nonprofits.

2015 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2015

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2015 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2015

Asset Growth

98th percentile

49%

Faster asset growth than 98% of similar nonprofits.

2015 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Revenue Growth

70th percentile

9.7%

Faster revenue growth than 70% of similar nonprofits.

2015 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$34,446,911

Up $11,367,787 (+49%) from 2014

Net Assets

Up

$33,557,160

Up $12,246,694 (+57%) from 2014

Liabilities

Down

$889,751

Down $878,907 (-50%) from 2014

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin75th percentile

Revenue

Up

$74,139,356

Up $6,531,021 (+9.7%) from 2014

Expenses

Up

$61,784,849

Up $989,717 (+1.6%) from 2014

Net Income

Up

$12,354,507

Up $5,541,304 (+81%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$80M$60M$40M$20M$0Assets 2010: $29,066,456Liabilities 2010: $3,051,553Net Assets 2010: $26,014,9032010Assets 2011: $25,527,737Liabilities 2011: $3,293,726Net Assets 2011: $22,234,0112011Assets 2012: $20,602,805Liabilities 2012: $4,524,343Net Assets 2012: $16,078,4622012Assets 2013: $16,456,134Liabilities 2013: $1,886,926Net Assets 2013: $14,569,2082013Assets 2014: $23,079,124Liabilities 2014: $1,768,658Net Assets 2014: $21,310,4662014Assets 2015: $34,446,911Liabilities 2015: $889,751Net Assets 2015: $33,557,1602015Assets 2016: $35,418,688Liabilities 2016: $1,332,864Net Assets 2016: $34,085,8242016Assets 2017: $44,813,603Liabilities 2017: $10,970,201Net Assets 2017: $33,843,4022017Assets 2018: $46,558,641Liabilities 2018: $5,930,279Net Assets 2018: $40,628,3622018Assets 2019: $54,591,192Liabilities 2019: $7,684,441Net Assets 2019: $46,906,7512019Assets 2020: $55,038,869Liabilities 2020: $11,005,893Net Assets 2020: $44,032,9762020Assets 2021: $55,436,614Liabilities 2021: $8,476,117Net Assets 2021: $46,960,4972021Assets 2022: $57,714,600Liabilities 2022: $8,801,325Net Assets 2022: $48,913,2752022Assets 2023: $60,210,518Liabilities 2023: $9,368,562Net Assets 2023: $50,841,9562023Assets 2024: $62,246,221Liabilities 2024: $11,900,552Net Assets 2024: $50,345,6692024

Highlighted filing

2015

Assets$34,446,911
Liabilities$889,751
Net Assets$33,557,160
Open 2015 Filing

Operations Trend

Revenue Growth70th percentile

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

$100M$50M$0-$50MExpenses 2010: $61,130,3702010Expenses 2011: $64,532,2032011Expenses 2012: $70,046,9282012Revenue 2013: $64,509,790Expenses 2013: $65,995,384Net Income 2013: -$1,485,5942013Revenue 2014: $67,608,335Expenses 2014: $60,795,132Net Income 2014: $6,813,2032014Revenue 2015: $74,139,356Expenses 2015: $61,784,849Net Income 2015: $12,354,5072015Revenue 2016: $71,755,697Expenses 2016: $71,594,375Net Income 2016: $161,3222016Revenue 2017: $76,357,625Expenses 2017: $77,521,153Net Income 2017: -$1,163,5282017Revenue 2018: $77,853,203Expenses 2018: $68,880,844Net Income 2018: $8,972,3592018Revenue 2019: $79,908,829Expenses 2019: $76,291,061Net Income 2019: $3,617,7682019Revenue 2020: $79,418,635Expenses 2020: $83,502,937Net Income 2020: -$4,084,3022020Revenue 2021: $80,681,991Expenses 2021: $76,191,987Net Income 2021: $4,490,0042021Revenue 2022: $78,737,665Expenses 2022: $72,484,967Net Income 2022: $6,252,6982022Revenue 2023: $78,912,899Expenses 2023: $78,587,333Net Income 2023: $325,5662023Revenue 2024: $84,195,712Expenses 2024: $85,857,202Net Income 2024: -$1,661,4902024

Highlighted filing

2015

Revenue$74,139,356
Expenses$61,784,849
Net Income$12,354,507
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 3, 2016
Return Version
2015v2.1
Gross Receipts
$96,482,867
Mission and Program Overview

Mission

To provide employee benefits in the form of health and welfare plans for members of ufcw local 1500 and their dependents

Provide employee benefits in the form of health and welfare plans for members of union local 1500 and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$21,313,595$33,557,160▲ $12,243,565
Investments in Publicly Traded Securities$12,031,866$17,609,434▲ $5,577,568
Savings and Temporary Cash Investments$9,639,308$11,019,840▲ $1,380,532
Investments Other Securities-$4,657,231-
Cash and Non-Interest-Bearing Accounts$603,656$632,899▲ $29,243
Accounts Receivable$785,766$508,979▼ $276,787
Land, Buildings, and Equipment, Net$18,528$18,528→ $0
Total Assets$23,079,124$34,446,911▲ $11,367,787
Liabilities
Accounts Payable and Accrued Expenses$1,765,529$889,751▼ $875,778
Total Liabilities$1,765,529$889,751▼ $875,778
Net Assets / Fund Balance
Total Net Assets Fund Balance$21,313,595$33,557,160▲ $12,243,565
Total Liabilities and Net Assets / Fund Balance$23,079,124$34,446,911▲ $11,367,787

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$18,528-$18,528
Closely Held Equity Interests$4,657,231--
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Joseph WaddyEmployee Tru
Rhonda NelsonEmployee Tru
Robert NewellEmployee Tru
Charles FarfagliaEmployer Tru
Patrick J DuringEmployer Tru
Robert M JandovitzEmployer Tru
Robert SpinellaEmployer Tru
Anthony SpeelmanPlan Manager
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$73,742,324
Investment Income
$370,465
Other Revenue
$26,567
Change in Net Assets
$12,354,507

Audited Revenue Reconciliation

Revenue per Audited Statements
$74,079,638
Revenue Not Reported on Financial Statements
$59,718
Revenue Not Reported on Form 990
$1,114,075
Total Revenue per Audited Statements
$75,193,713
Total Revenue per Form 990
$74,139,356
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,626,792
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$60,158,057--$60,158,057
Fees for Service Investment Mgmnt Fees-$59,718-$59,718
Fees for Services Legal-$56,242-$56,242
Information Technology-$51,563-$51,563
Fees for Services Accounting-$45,559-$45,559
Other Expenses$55,247$29,247-$29,247
Occupancy-$21,384-$21,384
Fees for Services Other-$11,000-$11,000
Office Expenses-$5,153-$5,153
All Other Expenses-$5,075-$5,075
Insurance-$3,637-$3,637
Conferences and Meetings-$3,057-$3,057
Total Functional Expenses$60,213,304$1,571,545$0$61,784,849

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$62,950,148
Total Expenses per Form 990$61,784,849
Expenses per Audited Statements$61,725,131
Expenses Not Reported on Form 990$1,225,017
Expenses Not Reported on Financial Statements$59,718
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 9

“Patrick j during wakefern food corp. Edison, nj 08818 charles farfaglia fairway group holdings corp new york, ny 10027 robert m jandovitz king kullen grocery co., inc bethpage, ny 11714 sheryl schermer vp human resource at a&p montvale, nj 07645 robert spinella stop & shop supermarket purchase, ny 10577”

Form 990, Page 6, Part VI, Line 11B

“At a minimum, trustees meetings with the full board of trustees are held quarterly. At these meetings quarterly audited financial statements are presented and discussed. All tax filings are also distributed at these meetings where they are discussed, approved filing, and signed (if necessary).”

Form 990, Page 6, Part VI, Line 19

“As per erisa requirements, summary financial information is presented to each member. This is done by publishing the asset & liability information as well as revenue and expenses in the union newspaper. The newspaper details where and how to obtain additional documentation or information regarding the plan. The summary plan description (spd) booklets distributed to all members also have instructions how to obtain additional information about the plan.”

Filing and Contact Details

Filer

Filer Name
Ufcw Local 1500 Welfare Fund
EIN
23-7176373
Phone
5162141300
Address
425 MERRICK AVE, WESTBURY, NY 11590

Signing Officer

Name
Anthony Speelman
Title
Plan Manager
Phone
5162141300
Signed
2016-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anthony Speelman
Formed
1948
Legal Domicile
Ny
Voting Board Members
10
Independent Board Members
10
Employees
0

Preparer

Firm
David Fisch & Co Cpas Pc
Address
3854 FLATLANDS AVE, BROOKLYN, NY 11234
Preparer
David Fisch
Phone
7183384900
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Prescription drug rebates 1,225,017 prescription drug rebates -1,225,017”

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

“Prescription drug rebates 1,225,017”

Schedule D, Page 4, Part XII, Line 2D

“Prescription drug rebates 1,225,017”

Raw XML Appendix392 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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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11194845
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2352559
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt072194920
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11194845
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2352559
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt058970122
IRS990/PYInvestmentIncomeAmt0223797
IRS990/PYOtherExpensesAmt01825010
IRS990/PYOtherRevenueAmt04254
IRS990/PYProgramServiceRevenueAmt067380284
IRS990/PYRevenuesLessExpensesAmt06813203
IRS990/PYTotalExpensesAmt060795132
IRS990/PYTotalRevenueAmt067608335
IRS990/ReconcilationRevenueExpnssAmt012354507
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt074139356
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt021313595
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt033557160
IRS990/SavingsAndTempCashInvstGrp/BOYAmt09639308
IRS990/SavingsAndTempCashInvstGrp/EOYAmt011019840
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/BookValueAmt04657231
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/MethodValuationCd0F
IRS990ScheduleD/EquipmentGrp/BookValueAmt018528
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt018528
IRS990ScheduleD/ExpensesNotReportedAmt01225017
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt059718
IRS990ScheduleD/ExpensesSubtotalAmt061725131
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt059718
IRS990ScheduleD/InvestmentExpensesNotIncldAmt059718
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-110942
IRS990ScheduleD/OtherExpensesIncludedAmt01225017
IRS990ScheduleD/OtherRevenueAmt01225017
IRS990ScheduleD/RevenueNotReportedAmt01114075
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt059718
IRS990ScheduleD/RevenueSubtotalAmt074079638
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PRESCRIPTION DRUG REBATES 1,225,017
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1PRESCRIPTION DRUG REBATES 1,225,017
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TotalBookValueLandBuildingsAmt018528
IRS990ScheduleD/TotalBookValueSecuritiesAmt04657231
IRS990ScheduleD/TotalExpensesPerForm990Amt061784849
IRS990ScheduleD/TotalRevenuePerForm990Amt074139356
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt075193713
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt062950148
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PATRICK J DURING WAKEFERN FOOD CORP. EDISON, NJ 08818 CHARLES FARFAGLIA FAIRWAY GROUP HOLDINGS CORP NEW YORK, NY 10027 ROBERT M JANDOVITZ KING KULLEN GROCERY CO., INC BETHPAGE, NY 11714 SHERYL SCHERMER VP HUMAN RESOURCE AT A&P MONTVALE, NJ 07645 ROBERT SPINELLA STOP & SHOP SUPERMARKET PURCHASE, NY 10577
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AT A MINIMUM, TRUSTEES MEETINGS WITH THE FULL BOARD OF TRUSTEES ARE HELD QUARTERLY. AT THESE MEETINGS QUARTERLY AUDITED FINANCIAL STATEMENTS ARE PRESENTED AND DISCUSSED. ALL TAX FILINGS ARE ALSO DISTRIBUTED AT THESE MEETINGS WHERE THEY ARE DISCUSSED, APPROVED FILING, AND SIGNED (IF NECESSARY).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AS PER ERISA REQUIREMENTS, SUMMARY FINANCIAL INFORMATION IS PRESENTED TO EACH MEMBER. THIS IS DONE BY PUBLISHING THE ASSET & LIABILITY INFORMATION AS WELL AS REVENUE AND EXPENSES IN THE UNION NEWSPAPER. THE NEWSPAPER DETAILS WHERE AND HOW TO OBTAIN ADDITIONAL DOCUMENTATION OR INFORMATION REGARDING THE PLAN. THE SUMMARY PLAN DESCRIPTION (SPD) BOOKLETS DISTRIBUTED TO ALL MEMBERS ALSO HAVE INSTRUCTIONS HOW TO OBTAIN ADDITIONAL INFORMATION ABOUT THE PLAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRESCRIPTION DRUG REBATES 1,225,017 PRESCRIPTION DRUG REBATES -1,225,017
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UFCW LOCAL 1500
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0135342295
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LABOR UNIO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0425 MERRICK AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WESTBURY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd011590
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0true
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0true
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt01153380
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt121384
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0EXPENSE STUDY
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1INDEPENDENT APPRAISEL
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0UFCW LOCAL 1500
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1UFCW LOCAL 1500
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0P
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1K
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt023079124
IRS990/TotalAssetsEOYAmt034446911
IRS990/TotalAssetsGrp/BOYAmt023079124
IRS990/TotalAssetsGrp/EOYAmt034446911
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01571545
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt060213304
IRS990/TotalFunctionalExpensesGrp/TotalAmt061784849
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01765529
IRS990/TotalLiabilitiesEOYAmt0889751
IRS990/TotalLiabilitiesGrp/BOYAmt01765529
IRS990/TotalLiabilitiesGrp/EOYAmt0889751
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt021313595
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt033557160
IRS990/TotalProgramServiceExpensesAmt060213304
IRS990/TotalProgramServiceRevenueAmt073742324
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt074139356
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt074139356
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt023079124
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt034446911
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANTHONY SPEELMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PLAN MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum05162141300
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UFCW LOCAL 1500 WELFARE FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt01500 WELFARE PLAN
ReturnHeader/Filer/BusinessNameControlTxt0UFCW
ReturnHeader/Filer/EIN0237176373
ReturnHeader/Filer/PhoneNum05162141300
ReturnHeader/Filer/USAddress/AddressLine1Txt0425 MERRICK AVE
ReturnHeader/Filer/USAddress/CityNm0WESTBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011590
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133624679
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVID FISCH & CO CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03854 FLATLANDS AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROOKLYN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011234
ReturnHeader/PreparerPersonGrp/PhoneNum07183384900
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID FISCH
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-09T13:05:24-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$34,446,911
Liabilities
$889,751
Net assets
$33,557,160
Revenue
$74,139,356
Expenses
$61,784,849
Net income
$12,354,507
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$62.2$11.9$50.3$84.2$85.9$1.66
2023Detailed filing. Detailed filing data is available for this year.$60.2$9.37$50.8$78.9$78.6$0.33
2022Detailed filing. Detailed filing data is available for this year.$57.7$8.80$48.9$78.7$72.5$6.25
2021Detailed filing. Detailed filing data is available for this year.$55.4$8.48$47.0$80.7$76.2$4.49
2020Detailed filing. Detailed filing data is available for this year.$55.0$11.0$44.0$79.4$83.5$4.08
2019Detailed filing. Detailed filing data is available for this year.$54.6$7.68$46.9$79.9$76.3$3.62
2018Detailed filing. Detailed filing data is available for this year.$46.6$5.93$40.6$77.9$68.9$8.97
2017Detailed filing. Detailed filing data is available for this year.$44.8$11.0$33.8$76.4$77.5$1.16
2016Detailed filing. Detailed filing data is available for this year.$35.4$1.33$34.1$71.8$71.6$0.16
2015Detailed filing. Detailed filing data is available for this year.$34.4$0.89$33.6$74.1$61.8$12.4
2014Detailed filing. Detailed filing data is available for this year.$23.1$1.77$21.3$67.6$60.8$6.81
2013Detailed filing. Detailed filing data is available for this year.$16.5$1.89$14.6$64.5$66.0$1.49
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.6$4.52$16.1$70.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.5$3.29$22.2$64.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.1$3.05$26.0$61.1