Civic Intelligence

Local 169 Welfare Fund

990 • Fiscal year 2015 • EIN 23-7215201

Jan 01, 2015 to Dec 31, 2015 • Filed on May 10, 2016

Organization ProfileN/A

View Organization Page

400 Franklin AvenuePhoenixville, PA 19460

(215) 483-6000

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.18x

Higher debt load relative to assets than 73% of similar nonprofits.

2015 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

74th percentile

0.13x

Higher debt load relative to revenue than 74% of similar nonprofits.

2015 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2015

Net Margin

58th percentile

5.0%

Higher net margin than 58% of similar nonprofits.

2015 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2015

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.

2015 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2015

Asset Growth

88th percentile

30%

Faster asset growth than 88% of similar nonprofits.

2015 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

72nd percentile

12%

Faster revenue growth than 72% of similar nonprofits.

2015 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$5,072,760

Up $1,185,299 (+30%) from 2014

Net Assets

Up

$4,146,220

Up $345,970 (+9.1%) from 2014

Liabilities

Up

$926,540

Up $839,329 (+962%) from 2014

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin58th percentile

Revenue

Up

$6,942,710

Up $732,450 (+12%) from 2014

Expenses

Up

$6,596,740

Up $1,040,212 (+19%) from 2014

Net Income

Down

$345,970

Down $307,762 (-47%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$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

2015

Assets$5,072,760
Liabilities$926,540
Net Assets$4,146,220
Open 2015 Filing

Operations Trend

Revenue Growth72nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$6,942,710
Expenses$6,596,740
Net Income$345,970
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 10, 2016
Return Version
2015v2.1
Gross Receipts
$6,942,710
Mission and Program Overview

Mission

Health and welfare benefit fund

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,231,899$4,350,453▲ $1,118,554
Rtn Earn Endowment Incm Other Fnds$3,800,250$4,146,220▲ $345,970
Accounts Receivable$599,906$687,964▲ $88,058
Prepaid Expenses and Deferred Charges$18,627$13,471▼ $5,156
Cash and Non-Interest-Bearing Accounts$14,979$12,806▼ $2,173
Total Assets$3,887,461$5,072,760▲ $1,185,299
Other Assets Total$22,050$8,066▼ $13,984
Liabilities
Other Liabilities$55,969$911,827▲ $855,858
Accounts Payable and Accrued Expenses$31,242$14,713▼ $16,529
Total Liabilities$87,211$926,540▲ $839,329
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,800,250$4,146,220▲ $345,970
Total Liabilities and Net Assets / Fund Balance$3,887,461$5,072,760▲ $1,185,299

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$8,066--
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Brian ReiceChairman
Fred LehmanTrustee
Keith BlackTrustee
Michael ZachwiejaTrustee
Nicole GartzkeTrustee
Raymond TarnowskiTrustee
Robert BrunnerTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Valley Forge Benefit AdministratorsFund Management400 FRANKLIN AVE, Phoenixville, PA 19482$184,357
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,941,734
Investment Income
$967
Other Revenue
$9
Change in Net Assets
$345,970

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,942,710
Total Revenue per Audited Statements
$6,942,710
Total Revenue per Form 990
$6,942,710
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$335,217
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$6,261,523--$6,261,523
Fees for Services Management$184,357$0$0$184,357
Fees for Services Legal$80,087$0$0$80,087
Fees for Services Accounting$16,002$0$0$16,002
Office Expenses$8,174$0$0$8,174
Other Expenses$5,387$0$0$5,387
Total Functional Expenses$6,596,740$0$0$6,596,740

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,596,740
Total Expenses per Audited Statements$6,596,740
Total Expenses per Form 990$6,596,740
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Claims Payable$911,827
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
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
2154836000
Address
400 FRANKLIN AVENUE, PHOENIXVILLE, PA 19460

Signing Officer

Name
Brian Reice
Title
Trustee
Phone
2154836000
Signed
2016-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian Reice
Formed
1940
Legal Domicile
Pa
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Bacheler & Company Pc
Address
400 S KINGS HWY, CHERRY HILL, NJ 08034-2511
Preparer
William J Bacheler
Phone
8564291835
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Form 990 is reviewed by professional fund manager”

Pt VI, Line 19

“Upon request”

Raw XML Appendix334 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/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt087211
IRS990/TotalLiabilitiesEOYAmt0926540
IRS990/TotalLiabilitiesGrp/BOYAmt087211
IRS990/TotalLiabilitiesGrp/EOYAmt0926540
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03800250
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04146220
IRS990/TotalProgramServiceRevenueAmt06941734
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06942710
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06942710
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03887461
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05072760
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0Cheltenham Ave
IRS990/USAddress/CityNm0Elkins Park
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019027
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN REICE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02154836000
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCAL 169 WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0LOCA
ReturnHeader/Filer/EIN0237215201
ReturnHeader/Filer/PhoneNum02154836000
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 FRANKLIN AVENUE
ReturnHeader/Filer/USAddress/CityNm0PHOENIXVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019460
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/ZIPCd0080342511
ReturnHeader/PreparerPersonGrp/PhoneNum08564291835
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM J BACHELER
ReturnHeader/ReturnTs02016-11-10T10:26:35-08:00
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
$5,072,760
Liabilities
$926,540
Net assets
$4,146,220
Revenue
$6,942,710
Expenses
$6,596,740
Net income
$345,970
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