Civic Intelligence

Local 169 Welfare Fund

990 • Fiscal year 2018 • EIN 23-7215201

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 03, 2019

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

71st percentile

0.14x

Higher debt load relative to assets than 71% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

81st percentile

0.19x

Higher debt load relative to revenue than 81% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Net Margin

20th percentile

-5.9%

Higher net margin than 20% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

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.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Asset Growth

38th percentile

-0.7%

Faster asset growth than 38% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

14th percentile

-16%

Faster revenue growth than 14% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$7,695,101

Down $52,263 (-0.7%) from 2017

Net Assets

Down

$6,603,117

Down $332,310 (-4.8%) from 2017

Liabilities

Up

$1,091,984

Up $280,047 (+34%) from 2017

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin20th percentile

Revenue

Down

$5,665,485

Down $1,052,393 (-16%) from 2017

Expenses

Up

$5,997,795

Up $1,149,855 (+24%) from 2017

Net Income

Down

-$332,310

Down $2,202,248 (-118%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2018

Assets$7,695,101
Liabilities$1,091,984
Net Assets$6,603,117
Open 2018 Filing

Operations Trend

Revenue Growth14th 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

2018

Revenue$5,665,485
Expenses$5,997,795
Net Income-$332,310
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 3, 2019
Return Version
2018v3.1
Gross Receipts
$5,665,485
Mission and Program Overview

Mission

Health and welfare benefit fund

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,173,208$7,160,332▼ $12,876
Rtn Earn Endowment Incm Other Fnds$6,935,427$6,603,117▼ $332,310
Accounts Receivable$473,692$414,159▼ $59,533
Prepaid Expenses and Deferred Charges$18,057$28,752▲ $10,695
Cash and Non-Interest-Bearing Accounts$23,420$23,785▲ $365
Total Assets$7,747,364$7,695,101▼ $52,263
Other Assets Total$58,987$68,073▲ $9,086
Liabilities
Other Liabilities$756,712$1,013,506▲ $256,794
Accounts Payable and Accrued Expenses$55,225$78,478▲ $23,253
Total Liabilities$811,937$1,091,984▲ $280,047
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,935,427$6,603,117▼ $332,310
Total Liabilities and Net Assets / Fund Balance$7,747,364$7,695,101▼ $52,263

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$24,589--
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Brian ReiceChairman
Fred LehmanTrustee
Lauren KauffmanTrustee
Raymond TarnowskiTrustee
Robert BrunnerTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Fabian & Byrne LLCFund Management400 FRANKLIN AVE, Phoenixville, PA 19482$183,367
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,749,409
Investment Income
$-84,047
Other Revenue
$123
Change in Net Assets
$-332,310

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,665,485
Total Revenue per Audited Statements
$5,665,485
Total Revenue per Form 990
$5,665,485
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$310,930
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$5,686,865--$5,686,865
Fees for Services Management$183,367$0$0$183,367
Fees for Services Legal$40,000$0$0$40,000
Fees for Services Accounting$22,220$0$0$22,220
Office Expenses$9,806$0$0$9,806
Other Expenses$4,811$0$0$4,811
Total Functional Expenses$5,997,795$0$0$5,997,795

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,997,795
Total Expenses per Audited Statements$5,997,795
Total Expenses per Form 990$5,997,795
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$1,013,506
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
2019-10-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian Reice
Formed
1940
Legal Domicile
Pa
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Bacheler & Company Pc
Address
400 S KINGS HWY, CHERRY HILL, NJ 08034-2511
Preparer
William F 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.”

Raw XML Appendix339 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/TotalRevenueGrp/TotalRevenueColumnAmt05665485
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07695101
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IRS990/WebsiteAddressTxt0N/A
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ReturnHeader/BuildTS02020-03-31 21:24:44Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN REICE
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ReturnHeader/BusinessOfficerGrp/PhoneNum02154836000
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-03
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.82.237.58
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ReturnHeader/FilingSecurityInformation/IPTm011:00:46
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHERRY HILL
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ReturnHeader/PreparerPersonGrp/PhoneNum08564291835
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM F BACHELER CPA
ReturnHeader/ReturnTs02019-11-08T11:00:56-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,695,101
Liabilities
$1,091,984
Net assets
$6,603,117
Revenue
$5,665,485
Expenses
$5,997,795
Net income
-$332,310
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