Civic Intelligence

Local 169 Welfare Fund

990 • Fiscal year 2016 • EIN 23-7215201

Jan 01, 2016 to Dec 31, 2016 • Filed on May 12, 2017

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

72nd percentile

0.16x

Higher debt load relative to assets than 72% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

76th percentile

0.14x

Higher debt load relative to revenue than 76% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Net Margin

74th percentile

14%

Higher net margin than 74% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

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.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Asset Growth

81st percentile

18%

Faster asset growth than 81% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

22nd percentile

-6.7%

Faster revenue growth than 22% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$6,003,481

Up $930,721 (+18%) from 2015

Net Assets

Up

$5,065,489

Up $919,269 (+22%) from 2015

Liabilities

Up

$937,992

Up $11,452 (+1.2%) from 2015

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin74th percentile

Revenue

Down

$6,478,231

Down $464,479 (-6.7%) from 2015

Expenses

Down

$5,558,962

Down $1,037,778 (-16%) from 2015

Net Income

Up

$919,269

Up $573,299 (+166%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth81st 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

2016

Assets$6,003,481
Liabilities$937,992
Net Assets$5,065,489
Open 2016 Filing

Operations Trend

Revenue Growth22nd 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

2016

Revenue$6,478,231
Expenses$5,558,962
Net Income$919,269
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 12, 2017
Return Version
2016v3.0
Gross Receipts
$6,478,231
Mission and Program Overview

Mission

Health and welfare benefit fund

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,350,453$5,340,128▲ $989,675
Rtn Earn Endowment Incm Other Fnds$4,146,220$5,065,489▲ $919,269
Accounts Receivable$687,964$574,686▼ $113,278
Cash and Non-Interest-Bearing Accounts$12,806$43,975▲ $31,169
Prepaid Expenses and Deferred Charges$13,471$19,026▲ $5,555
Total Assets$5,072,760$6,003,481▲ $930,721
Other Assets Total$8,066$25,666▲ $17,600
Liabilities
Other Liabilities$911,827$903,374▼ $8,453
Accounts Payable and Accrued Expenses$14,713$34,618▲ $19,905
Total Liabilities$926,540$937,992▲ $11,452
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,146,220$5,065,489▲ $919,269
Total Liabilities and Net Assets / Fund Balance$5,072,760$6,003,481▲ $930,721

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$15,032--
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$181,758
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,289,086
Investment Income
$183,281
Other Revenue
$5,864
Change in Net Assets
$919,269

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,478,231
Total Revenue per Audited Statements
$6,478,231
Total Revenue per Form 990
$6,478,231
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$334,244
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$5,224,718--$5,224,718
Fees for Services Management$181,758$0$0$181,758
Fees for Services Legal$80,000$0$0$80,000
Fees for Services Accounting$14,536$0$0$14,536
Office Expenses$11,584$0$0$11,584
Other Expenses$4,821$0$0$4,821
Total Functional Expenses$5,558,962$0$0$5,558,962

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,558,962
Total Expenses per Audited Statements$5,558,962
Total Expenses per Form 990$5,558,962
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$903,374
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
2017-05-12
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 CPA
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 Appendix341 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt014713
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt034618
IRS990/AccountsReceivableGrp/BOYAmt0687964
IRS990/AccountsReceivableGrp/EOYAmt0574686
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Health and welfare benefit fund
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/ProgramServicesAmt05224718
IRS990/BenefitsToMembersGrp/TotalAmt05224718
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0FABIAN & BYRNE LLC
IRS990/BooksInCareOfDetail/PhoneNum02154836000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0400 FRANKLIN AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0PHOENIXVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd019460
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt012806
IRS990/CashNonInterestBearingGrp/EOYAmt043975
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0181758
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0400 FRANKLIN AVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0PHOENIXVILLE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0PA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd019482
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0VALLEY FORGE BENEFIT ADMINISTRATORS
IRS990/ContractorCompensationGrp/ServicesDesc0FUND MANAGEMENT
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt05224718
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0183281
IRS990/CYOtherExpensesAmt0334244
IRS990/CYOtherRevenueAmt05864
IRS990/CYProgramServiceRevenueAmt06289086
IRS990/CYRevenuesLessExpensesAmt0919269
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt05558962
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt06478231
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0HEALTH AND WELFARE BENEFIT FUND ACTIVITIES
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt014536
IRS990/FeesForServicesAccountingGrp/TotalAmt014536
IRS990/FeesForServicesLegalGrp/FundraisingAmt00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt080000
IRS990/FeesForServicesLegalGrp/TotalAmt080000
IRS990/FeesForServicesManagementGrp/FundraisingAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt0181758
IRS990/FeesForServicesManagementGrp/TotalAmt0181758
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0BRIAN REICE
IRS990/Form990PartVIISectionAGrp/PersonNm1ROBERT BRUNNER
IRS990/Form990PartVIISectionAGrp/PersonNm2MICHAEL ZACHWIEJA
IRS990/Form990PartVIISectionAGrp/PersonNm3KEITH BLACK
IRS990/Form990PartVIISectionAGrp/PersonNm4RAYMOND TARNOWSKI
IRS990/Form990PartVIISectionAGrp/PersonNm5FRED LEHMAN
IRS990/Form990PartVIISectionAGrp/PersonNm6NICOLE GARTZKE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01940
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt06478231
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt07
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0183281
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04350453
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05340128
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Health and welfare benefit fund
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt04146220
IRS990/NetAssetsOrFundBalancesEOYAmt05065489
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt011584
IRS990/OfficeExpensesGrp/TotalAmt011584
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt08066
IRS990/OtherAssetsTotalGrp/EOYAmt025666
IRS990/OtherExpensesGrp/Desc0DUES
IRS990/OtherExpensesGrp/Desc1CONSULTING FEE
IRS990/OtherExpensesGrp/Desc2FIDUCIARY INSURANCE & BONDING
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt01545
IRS990/OtherExpensesGrp/ProgramServicesAmt140000
IRS990/OtherExpensesGrp/ProgramServicesAmt24821
IRS990/OtherExpensesGrp/TotalAmt01545
IRS990/OtherExpensesGrp/TotalAmt140000
IRS990/OtherExpensesGrp/TotalAmt24821
IRS990/OtherLiabilitiesGrp/BOYAmt0911827
IRS990/OtherLiabilitiesGrp/EOYAmt0903374
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt05864
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05864
IRS990/OtherRevenueTotalAmt05864
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt013471
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt019026
IRS990/PrincipalOfficerNm0BRIAN REICE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1COBRA CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06140077
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt134531
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2114478
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt06261523
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0967
IRS990/PYOtherExpensesAmt0335217
IRS990/PYOtherRevenueAmt09
IRS990/PYProgramServiceRevenueAmt06941734
IRS990/PYRevenuesLessExpensesAmt0345970
IRS990/PYTotalExpensesAmt06596740
IRS990/PYTotalRevenueAmt06942710
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0919269
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt04146220
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt05065489
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt05558962
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt010634
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt115032
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ACCRUED INTEREST
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1INVESTMENT SALES PENDING
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0903374
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS PAYABLE
IRS990ScheduleD/RevenueSubtotalAmt06478231
IRS990ScheduleD/TotalBookValueOtherAssetsAmt025666
IRS990ScheduleD/TotalExpensesPerForm990Amt05558962
IRS990ScheduleD/TotalLiabilityAmt0903374
IRS990ScheduleD/TotalRevenuePerForm990Amt06478231
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06478231
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05558962
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 is reviewed by professional fund manager
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt05072760
IRS990/TotalAssetsEOYAmt06003481
IRS990/TotalAssetsGrp/BOYAmt05072760
IRS990/TotalAssetsGrp/EOYAmt06003481
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt05558962
IRS990/TotalFunctionalExpensesGrp/TotalAmt05558962
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0926540
IRS990/TotalLiabilitiesEOYAmt0937992
IRS990/TotalLiabilitiesGrp/BOYAmt0926540
IRS990/TotalLiabilitiesGrp/EOYAmt0937992
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04146220
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05065489
IRS990/TotalProgramServiceRevenueAmt06289086
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06478231
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06478231
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05072760
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06003481
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/SignatureDt02017-05-12
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0C5A9C9DD221AFDA63DF1DCDFBB7CA34FDD35A289
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C5A9C9DD221AFDA63DF1DCDFBB7CA34FDD35A289
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.82.237.58
ReturnHeader/FilingSecurityInformation/IPDt02017-11-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm008:26:25
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/PreparationDt02017-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM J BACHELER CPA
ReturnHeader/ReturnTs02017-11-07T08:26:33-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,003,481
Liabilities
$937,992
Net assets
$5,065,489
Revenue
$6,478,231
Expenses
$5,558,962
Net income
$919,269
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