Civic Intelligence

Local 169 Welfare Fund

990 • Fiscal year 2017 • EIN 23-7215201

Jan 01, 2017 to Dec 31, 2017 • Filed on May 02, 2018

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

67th percentile

0.10x

Higher debt load relative to assets than 67% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

74th percentile

0.12x

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

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Net Margin

81st percentile

28%

Higher net margin than 81% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Asset Growth

86th percentile

29%

Faster asset growth than 86% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

44th percentile

3.7%

Faster revenue growth than 44% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$7,747,364

Up $1,743,883 (+29%) from 2016

Net Assets

Up

$6,935,427

Up $1,869,938 (+37%) from 2016

Liabilities

Down

$811,937

Down $126,055 (-13%) from 2016

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin81st percentile

Revenue

Up

$6,717,878

Up $239,647 (+3.7%) from 2016

Expenses

Down

$4,847,940

Down $711,022 (-13%) from 2016

Net Income

Up

$1,869,938

Up $950,669 (+103%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth86th 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

2017

Assets$7,747,364
Liabilities$811,937
Net Assets$6,935,427
Open 2017 Filing

Operations Trend

Revenue Growth44th 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

2017

Revenue$6,717,878
Expenses$4,847,940
Net Income$1,869,938
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 2, 2018
Return Version
2017v2.2
Gross Receipts
$6,717,878
Mission and Program Overview

Mission

Health and welfare benefit fund

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,340,128$7,173,208▲ $1,833,080
Rtn Earn Endowment Incm Other Fnds$5,065,489$6,935,427▲ $1,869,938
Accounts Receivable$574,686$473,692▼ $100,994
Cash and Non-Interest-Bearing Accounts$43,975$23,420▼ $20,555
Prepaid Expenses and Deferred Charges$19,026$18,057▼ $969
Total Assets$6,003,481$7,747,364▲ $1,743,883
Other Assets Total$25,666$58,987▲ $33,321
Liabilities
Other Liabilities$903,374$756,712▼ $146,662
Accounts Payable and Accrued Expenses$34,618$55,225▲ $20,607
Total Liabilities$937,992$811,937▼ $126,055
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,065,489$6,935,427▲ $1,869,938
Total Liabilities and Net Assets / Fund Balance$6,003,481$7,747,364▲ $1,743,883

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$39,148--
Compensation and Service Providers
Top Officer Pay49th 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$183,986
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,327,496
Investment Income
$387,295
Other Revenue
$3,087
Change in Net Assets
$1,869,938

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,717,878
Total Revenue per Audited Statements
$6,717,878
Total Revenue per Form 990
$6,717,878
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$338,253
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$4,509,687--$4,509,687
Fees for Services Management$183,986$0$0$183,986
Fees for Services Legal$80,000$0$0$80,000
Fees for Services Accounting$19,508$0$0$19,508
Office Expenses$8,486$0$0$8,486
Other Expenses$4,818$0$0$4,818
Total Functional Expenses$4,847,940$0$0$4,847,940

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,847,940
Total Expenses per Audited Statements$4,847,940
Total Expenses per Form 990$4,847,940
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$756,712
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
2018-05-02
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 Appendix340 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/TotalProgramServiceRevenueAmt06327496
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06717878
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06717878
IRS990/TotalVolunteersCnt00
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0Elkins Park
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019027
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN REICE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02154836000
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-02
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
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.82.237.58
ReturnHeader/FilingSecurityInformation/IPDt02018-10-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm008:14:20
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 CPA
ReturnHeader/ReturnTs02018-10-24T08:14:25-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,747,364
Liabilities
$811,937
Net assets
$6,935,427
Revenue
$6,717,878
Expenses
$4,847,940
Net income
$1,869,938
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