Civic Intelligence

Local 169 Welfare Fund

990 • Fiscal year 2019 • EIN 23-7215201

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 06, 2020

Organization ProfileN/A

View Organization Page

3 Gateway Center 401 Liberty AvenuePittsburgh, PA 15222

(412) 471-2885

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.08x

Higher debt load relative to assets than 62% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

76th percentile

0.14x

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

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Asset Growth

88th percentile

28%

Faster asset growth than 88% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

26th percentile

-3.3%

Faster revenue growth than 26% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$9,881,644

Up $2,186,543 (+28%) from 2018

Net Assets

Up

$9,119,380

Up $2,516,263 (+38%) from 2018

Liabilities

Down

$762,264

Down $329,720 (-30%) from 2018

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin85th percentile

Revenue

Down

$5,480,389

Down $185,096 (-3.3%) from 2018

Expenses

Down

$3,753,885

Down $2,243,910 (-37%) from 2018

Net Income

Up

$1,726,504

Up $2,058,814 (+620%) from 2018

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

2019

Assets$9,881,644
Liabilities$762,264
Net Assets$9,119,380
Open 2019 Filing

Operations Trend

Revenue Growth26th 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

2019

Revenue$5,480,389
Expenses$3,753,885
Net Income$1,726,504
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 6, 2020
Return Version
2019v5.1
Gross Receipts
$14,096,657
Mission and Program Overview

Mission

Health and welfare benefit fund

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,160,332$9,394,519▲ $2,234,187
Rtn Earn Endowment Incm Other Fnds$6,603,117$9,119,380▲ $2,516,263
Accounts Receivable$414,159$425,290▲ $11,131
Prepaid Expenses and Deferred Charges$28,752$13,126▼ $15,626
Cash and Non-Interest-Bearing Accounts$23,785$9,717▼ $14,068
Total Assets$7,695,101$9,881,644▲ $2,186,543
Other Assets Total$68,073$38,992▼ $29,081
Liabilities
Other Liabilities$1,013,506$742,607▼ $270,899
Accounts Payable and Accrued Expenses$78,478$19,657▼ $58,821
Total Liabilities$1,091,984$762,264▼ $329,720
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,603,117$9,119,380▲ $2,516,263
Total Liabilities and Net Assets / Fund Balance$7,695,101$9,881,644▲ $2,186,543

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$6,402--
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Brian ReiceChairman
Christopher CunninghamTrustee
Fred LehmanTrustee
Lauren KauffmanTrustee
Raymond TarnowskiTrustee
Robert BrunnerTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Fabian & Byrne LLCFund Management425 EAGLE ROCK AVE STE 105, Roseland, NJ 07068$183,367
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,259,229
Investment Income
$219,632
Other Revenue
$1,528
Change in Net Assets
$1,726,504

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,471,715
Revenue Not Reported on Financial Statements
$8,674
Revenue Not Reported on Form 990
$789,759
Total Revenue per Audited Statements
$6,261,474
Total Revenue per Form 990
$5,480,389
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$301,022
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$3,452,863--$3,452,863
Fees for Services Management$183,367$0$0$183,367
Other Expenses$40,000$0$0$40,000
Fees for Services Legal$40,000$0$0$40,000
Fees for Services Accounting$16,509$0$0$16,509
Fees for Service Investment Mgmnt Fees$8,674$0$0$8,674
Office Expenses$6,343$0$0$6,343
Insurance$4,814$0$0$4,814
Total Functional Expenses$3,753,885$0$0$3,753,885

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,753,885
Expenses per Audited Statements$3,745,211
Total Expenses per Audited Statements$3,745,211
Expenses Not Reported on Financial Statements$8,674
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$742,607
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
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
4124712885
Address
3 GATEWAY CENTER 401 LIBERTY AVENUE, PITTSBURGH, PA 15222

Signing Officer

Name
Brian Reice
Title
Trustee
Phone
4124712885
Signed
2020-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian Reice
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 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 Appendix366 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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IRS990ScheduleD/TotalExpensesPerForm990Amt03753885
IRS990ScheduleD/TotalLiabilityAmt0742607
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THESE DOCUMENTS ARE MADE AVAILABLE BY THE FUND MANAGER, UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
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IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
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ReturnHeader/BuildTS02021-04-22 16:20:28Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-06
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ReturnHeader/FilingSecurityInformation/IPTm008:55:16
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/PreparerPersonNm0WILLIAM F BACHELER CPA
ReturnHeader/ReturnTs02020-11-10T08:55:25-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,881,644
Liabilities
$762,264
Net assets
$9,119,380
Revenue
$5,480,389
Expenses
$3,753,885
Net income
$1,726,504
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