Civic Intelligence

Local 169 Welfare Fund

EIN 23-7215201 • 501(c)9 • Elkins Park, PA

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Profile

Health and welfare benefit fund

1363 W Cheltenham AvenueElkins Park, PA 19027

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

65th percentile

0.07x

Higher debt load relative to assets than 65% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

84th percentile

0.22x

Higher debt load relative to revenue than 84% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Net Margin

70th percentile

16%

Higher net margin than 70% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

79th percentile

15%

Faster asset growth than 79% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Revenue Growth

51st percentile

6.3%

Faster revenue growth than 51% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$16,053,199

Up $2,510,775 (+19%) from 2023

Liabilities

Up

$1,174,243

Up $174,389 (+17%) from 2023

Net Assets

Up

$14,878,956

Up $2,336,386 (+19%) from 2023

Operations
Liabilities / Revenue84th percentileNet Margin70th percentile

Revenue

Down

$5,342,918

Down $1,597,057 (-23%) from 2023

Expenses

Down

$4,465,110

Down $311,357 (-6.5%) from 2023

Net Income

Down

$877,808

Down $1,285,700 (-59%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth79th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2014: $3,887,461Liabilities 2014: $87,211Net Assets 2014: $3,800,2502014Assets 2015: $5,072,760Liabilities 2015: $926,540Net Assets 2015: $4,146,2202015Assets 2016: $6,003,481Liabilities 2016: $937,992Net Assets 2016: $5,065,4892016Assets 2017: $7,747,364Liabilities 2017: $811,937Net Assets 2017: $6,935,4272017Assets 2018: $7,695,101Liabilities 2018: $1,091,984Net Assets 2018: $6,603,1172018Assets 2019: $9,881,644Liabilities 2019: $762,264Net Assets 2019: $9,119,3802019Assets 2020: $11,816,606Liabilities 2020: $1,171,382Net Assets 2020: $10,645,2242020Assets 2021: $13,435,363Liabilities 2021: $1,159,814Net Assets 2021: $12,275,5492021Assets 2022: $12,140,295Liabilities 2022: $890,920Net Assets 2022: $11,249,3752022Assets 2023: $13,542,424Liabilities 2023: $999,854Net Assets 2023: $12,542,5702023Assets 2024: $16,053,199Liabilities 2024: $1,174,243Net Assets 2024: $14,878,9562024

Highlighted filing

2024

Assets$16,053,199
Liabilities$1,174,243
Net Assets$14,878,956
Open 2024 Filing

Operations Trend

Revenue Growth51st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2014: $6,210,260Expenses 2014: $5,556,528Net Income 2014: $653,7322014Revenue 2015: $6,942,710Expenses 2015: $6,596,740Net Income 2015: $345,9702015Revenue 2016: $6,478,231Expenses 2016: $5,558,962Net Income 2016: $919,2692016Revenue 2017: $6,717,878Expenses 2017: $4,847,940Net Income 2017: $1,869,9382017Revenue 2018: $5,665,485Expenses 2018: $5,997,795Net Income 2018: -$332,3102018Revenue 2019: $5,480,389Expenses 2019: $3,753,885Net Income 2019: $1,726,5042019Revenue 2020: $5,691,661Expenses 2020: $4,952,193Net Income 2020: $739,4682020Revenue 2021: $5,404,008Expenses 2021: $4,545,010Net Income 2021: $858,9982021Revenue 2022: $4,724,382Expenses 2022: $4,265,020Net Income 2022: $459,3622022Revenue 2023: $6,939,975Expenses 2023: $4,776,467Net Income 2023: $2,163,5082023Revenue 2024: $5,342,918Expenses 2024: $4,465,110Net Income 2024: $877,8082024

Highlighted filing

2024

Revenue$5,342,918
Expenses$4,465,110
Net Income$877,808
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$16,053,199
Liabilities
$1,174,243
Net assets
$14,878,956
Revenue
$5,342,918
Expenses
$4,465,110
Net income
$877,808
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.1$1.17$14.9$5.34$4.47$0.88
2023Detailed filing. Detailed filing data is available for this year.$13.5$1.00$12.5$6.94$4.78$2.16
2022Detailed filing. Detailed filing data is available for this year.$12.1$0.89$11.2$4.72$4.27$0.46
2021Detailed filing. Detailed filing data is available for this year.$13.4$1.16$12.3$5.40$4.55$0.86
2020Detailed filing. Detailed filing data is available for this year.$11.8$1.17$10.6$5.69$4.95$0.74
2019Detailed filing. Detailed filing data is available for this year.$9.88$0.76$9.12$5.48$3.75$1.73
2018Detailed filing. Detailed filing data is available for this year.$7.70$1.09$6.60$5.67$6.00$0.33
2017Detailed filing. Detailed filing data is available for this year.$7.75$0.81$6.94$6.72$4.85$1.87
2016Detailed filing. Detailed filing data is available for this year.$6.00$0.94$5.07$6.48$5.56$0.92
2015Detailed filing. Detailed filing data is available for this year.$5.07$0.93$4.15$6.94$6.60$0.35
2014Detailed filing. Detailed filing data is available for this year.$3.89$0.09$3.80$6.21$5.56$0.65
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 1, 2025
Return Version
2024v5.2
Gross Receipts
$9,711,319
Mission and Program Overview

Mission

Health and welfare benefit fund

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$12,542,570$14,878,956▲ $2,336,386
Investments in Publicly Traded Securities$10,484,127$11,930,741▲ $1,446,614
Savings and Temporary Cash Investments$2,008,774$3,214,417▲ $1,205,643
Accounts Receivable$449,641$412,534▼ $37,107
Cash and Non-Interest-Bearing Accounts$579,205$266,746▼ $312,459
Prepaid Expenses and Deferred Charges$12,800$14,591▲ $1,791
Total Assets$13,542,424$16,053,199▲ $2,510,775
Other Assets Total$7,877$214,170▲ $206,293
Liabilities
Other Liabilities$868,472$1,093,933▲ $225,461
Accounts Payable and Accrued Expenses$131,382$80,310▼ $51,072
Total Liabilities$999,854$1,174,243▲ $174,389
Net Assets / Fund Balance
Total Net Assets Fund Balance$12,542,570$14,878,956▲ $2,336,386
Total Liabilities and Net Assets / Fund Balance$13,542,424$16,053,199▲ $2,510,775

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$11,095--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Robert BrunnerChairman
Christopher CunninghamTrustee
Keith GoodwinTrustee
Raymond TarnowskiTrustee
Shane ReiceTrustee
Vanessa MazzantiTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Zenith American SolutionsFund Management3 GATEWAY CTR 401 LIBERTY AVE STE 1, Pittsburgh, PA 15222$162,217
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,221,814
Investment Income
$120,068
Other Revenue
$1,036
Change in Net Assets
$877,808

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,329,686
Revenue Not Reported on Financial Statements
$13,232
Revenue Not Reported on Form 990
$1,458,578
Total Revenue per Audited Statements
$6,788,264
Total Revenue per Form 990
$5,342,918
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$302,808
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$4,162,302--$4,162,302
Fees for Services Management$162,217$0$0$162,217
Other Expenses$45,000$0$0$45,000
Fees for Services Legal$40,007$0$0$40,007
Fees for Services Accounting$19,292$0$0$19,292
Office Expenses$16,679$0$0$16,679
Fees for Service Investment Mgmnt Fees$13,232$0$0$13,232
Insurance$5,106$0$0$5,106
Total Functional Expenses$4,465,110$0$0$4,465,110

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,483,456
Total Expenses per Form 990$4,465,110
Expenses per Audited Statements$4,451,878
Expenses Not Reported on Form 990$31,578
Expenses Not Reported on Financial Statements$13,232
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Claims Payable$836,894
Due to Other Funds$257,039
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
Filing and Contact Details

Filer

Filer Name
Local 169 Welfare Fund
EIN
23-7215201
Phone
2156351696
Address
1363 W CHELTENHAM AVENUE, ELKINS PARK, PA 19027

Signing Officer

Name
Robert Brunner
Title
Trustee
Phone
2156351696
Signed
2025-05-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher Cunningham
Formed
1940
Legal Domicile
Pa
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Bacheler & Company Pc
Address
400 S KINGS HWY, CHERRY HILL, NJ 08034
Preparer
William J Bacheler CPA
Phone
8564291835
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Form 990 is reviewed by the fund manager at the direction of the board of trustees prior to filing.”

Pt VI, Line 19

“These documents are made available by the fund manager, upon request.”

Pt XII, Line 2C

“The funds board of trustees is responsible for the oversight of the audited of the funds financial statements and selection of the independent auditor.”

Financial Statement Notes

Pt XII, Line 2D

“Change in benefit obligations from 2023 to 2024.”

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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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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05155512
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11067
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt265235
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt04480672
IRS990/PYInvestmentIncomeAmt02445224
IRS990/PYOtherExpensesAmt0295795
IRS990/PYOtherRevenueAmt01331
IRS990/PYProgramServiceRevenueAmt04493420
IRS990/PYRevenuesLessExpensesAmt02163508
IRS990/PYTotalExpensesAmt04776467
IRS990/PYTotalRevenueAmt06939975
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0877808
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt012542570
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt014878956
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02008774
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03214417
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotReportedAmt031578
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt013232
IRS990ScheduleD/ExpensesSubtotalAmt04451878
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt013232
IRS990ScheduleD/InvestmentExpensesNotIncldAmt013232
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01458578
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0203075
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt111095
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUE FROM OTHER FUNDS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ACCRUED INVESTMENT INCOME
IRS990ScheduleD/OtherExpensesIncludedAmt031578
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0836894
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1257039
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO OTHER FUNDS
IRS990ScheduleD/RevenueNotReportedAmt01458578
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt013232
IRS990ScheduleD/RevenueSubtotalAmt05329686
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CHANGE IN BENEFIT OBLIGATIONS FROM 2023 TO 2024.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt XII, Line 2d
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0214170
IRS990ScheduleD/TotalExpensesPerForm990Amt04465110
IRS990ScheduleD/TotalLiabilityAmt01093933
IRS990ScheduleD/TotalRevenuePerForm990Amt05342918
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06788264
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04483456
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE FUND MANAGER AT THE DIRECTION OF THE BOARD OF TRUSTEES PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THESE DOCUMENTS ARE MADE AVAILABLE BY THE FUND MANAGER, UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FUNDS BOARD OF TRUSTEES IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDITED OF THE FUNDS FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT AUDITOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt XII, Line 2c
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt013542424
IRS990/TotalAssetsEOYAmt016053199
IRS990/TotalAssetsGrp/BOYAmt013542424
IRS990/TotalAssetsGrp/EOYAmt016053199
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04465110
IRS990/TotalFunctionalExpensesGrp/TotalAmt04465110
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0999854
IRS990/TotalLiabilitiesEOYAmt01174243
IRS990/TotalLiabilitiesGrp/BOYAmt0999854
IRS990/TotalLiabilitiesGrp/EOYAmt01174243
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt012542570
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt014878956
IRS990/TotalProgramServiceRevenueAmt05221814
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05342918
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05342918
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt013542424
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt016053199
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01363 W CHELTENHAM AVE
IRS990/USAddress/CityNm0ELKINS PARK
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019027
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT BRUNNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02156351696
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCAL 169 WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0LOCA
ReturnHeader/Filer/EIN0237215201
ReturnHeader/Filer/PhoneNum02156351696
ReturnHeader/Filer/USAddress/AddressLine1Txt01363 W CHELTENHAM AVENUE
ReturnHeader/Filer/USAddress/CityNm0ELKINS PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019027
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232978066
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BACHELER & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 S KINGS HWY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHERRY HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008034
ReturnHeader/PreparerPersonGrp/PhoneNum08564291835
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM J BACHELER CPA
ReturnHeader/ReturnTs02025-10-29T11:07:28-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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