Civic Intelligence

Local 169 Welfare Fund

990 • Fiscal year 2020 • EIN 23-7215201

Jan 01, 2020 to Dec 31, 2020 • Filed on May 16, 2021

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

68th percentile

0.10x

Higher debt load relative to assets than 68% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

83rd percentile

0.21x

Higher debt load relative to revenue than 83% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Net Margin

65th percentile

13%

Higher net margin than 65% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

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.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Asset Growth

82nd percentile

20%

Faster asset growth than 82% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

63rd percentile

3.9%

Faster revenue growth than 63% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$11,816,606

Up $1,934,962 (+20%) from 2019

Net Assets

Up

$10,645,224

Up $1,525,844 (+17%) from 2019

Liabilities

Up

$1,171,382

Up $409,118 (+54%) from 2019

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin65th percentile

Revenue

Up

$5,691,661

Up $211,272 (+3.9%) from 2019

Expenses

Up

$4,952,193

Up $1,198,308 (+32%) from 2019

Net Income

Down

$739,468

Down $987,036 (-57%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth82nd 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

2020

Assets$11,816,606
Liabilities$1,171,382
Net Assets$10,645,224
Open 2020 Filing

Operations Trend

Revenue Growth63rd 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

2020

Revenue$5,691,661
Expenses$4,952,193
Net Income$739,468
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 16, 2021
Return Version
2020v4.1
Gross Receipts
$14,618,958
Mission and Program Overview

Mission

Health and welfare benefit fund

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$9,119,380$10,645,224▲ $1,525,844
Investments in Publicly Traded Securities$9,394,519$10,607,832▲ $1,213,313
Accounts Receivable$425,290$926,616▲ $501,326
Cash and Non-Interest-Bearing Accounts$9,717$150,178▲ $140,461
Prepaid Expenses and Deferred Charges$13,126$2,779▼ $10,347
Total Assets$9,881,644$11,816,606▲ $1,934,962
Other Assets Total$38,992$129,201▲ $90,209
Liabilities
Other Liabilities$742,607$1,027,302▲ $284,695
Accounts Payable and Accrued Expenses$19,657$144,080▲ $124,423
Total Liabilities$762,264$1,171,382▲ $409,118
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,119,380$10,645,224▲ $1,525,844
Total Liabilities and Net Assets / Fund Balance$9,881,644$11,816,606▲ $1,934,962

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$0--
Compensation and Service Providers
Top Officer Pay49th 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$154,865
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,429,326
Investment Income
$259,050
Other Revenue
$3,285
Change in Net Assets
$739,468

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,678,488
Revenue Not Reported on Financial Statements
$13,173
Revenue Not Reported on Form 990
$786,376
Total Revenue per Audited Statements
$6,464,864
Total Revenue per Form 990
$5,691,661
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$304,020
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$4,648,173--$4,648,173
Fees for Services Management$182,157$0$0$182,157
Fees for Services Legal$40,043$0$0$40,043
Other Expenses$40,000$0$0$40,000
Fees for Services Accounting$17,496$0$0$17,496
Fees for Service Investment Mgmnt Fees$13,173$0$0$13,173
Office Expenses$5,022$0$0$5,022
Insurance$4,814$0$0$4,814
Total Functional Expenses$4,952,193$0$0$4,952,193

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,952,193
Expenses per Audited Statements$4,939,020
Total Expenses per Audited Statements$4,939,020
Expenses Not Reported on Financial Statements$13,173
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$868,185
Securities Purchases Pending$95,946
Due to Other Funds$63,171
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
2021-05-16
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 Appendix368 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/OtherLiabilitiesOrgGrp/Amt195946
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SECURITIES PURCHASES PENDING
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IRS990ScheduleD/TotalLiabilityAmt01027302
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THESE DOCUMENTS ARE MADE AVAILABLE BY THE FUND MANAGER, UPON REQUEST.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHERRY HILL
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ReturnHeader/PreparerPersonGrp/PhoneNum08564291835
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM F BACHELER CPA
ReturnHeader/ReturnTs02021-11-12T10:43:16-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRIAN
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ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,816,606
Liabilities
$1,171,382
Net assets
$10,645,224
Revenue
$5,691,661
Expenses
$4,952,193
Net income
$739,468
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