Civic Intelligence

Lakeland Employees Trust Fund

990 • Fiscal year 2013 • EIN 23-7361735

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 26, 2014

Organization ProfileN/A
PO Box 59310588

(914) 528-2843

Siviq Scores

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

Liabilities / Assets

80th percentile

0.17x

Higher debt load relative to assets than 80% of similar nonprofits.

2013 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

85th percentile

0.19x

Higher debt load relative to revenue than 85% of similar nonprofits.

2013 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2013

Net Margin

62nd percentile

7.2%

Higher net margin than 62% of similar nonprofits.

2013 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

80th percentile

$19,200

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2013 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2013

Asset Growth

56th percentile

6.8%

Faster asset growth than 56% of similar nonprofits.

2013 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$897,560

Up $56,801 (+6.8%) from 2012

Net Assets

Up

$741,002

Up $59,691 (+8.8%) from 2012

Liabilities

Down

$156,558

Down $2,890 (-1.8%) from 2012

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin62nd percentile

Revenue

$829,371

No earlier filing loaded for comparison.

Expenses

Up

$769,680

Up $16,776 (+2.2%) from 2012

Net Income

$59,691

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $820,269Liabilities 2011: $176,990Net Assets 2011: $643,2792011Assets 2012: $840,759Liabilities 2012: $159,448Net Assets 2012: $681,3112012Assets 2013: $897,560Liabilities 2013: $156,558Net Assets 2013: $741,0022013Assets 2014: $775,716Liabilities 2014: $177,428Net Assets 2014: $598,2882014Assets 2015: $808,592Liabilities 2015: $125,708Net Assets 2015: $682,8842015Assets 2016: $732,228Liabilities 2016: $113,965Net Assets 2016: $618,2632016Assets 2017: $644,030Liabilities 2017: $124,883Net Assets 2017: $519,1472017Assets 2018: $692,352Liabilities 2018: $160,845Net Assets 2018: $531,5072018Assets 2019: $643,421Liabilities 2019: $160,337Net Assets 2019: $483,0842019Assets 2020: $786,043Liabilities 2020: $110,702Net Assets 2020: $675,3412020Assets 2021: $863,885Liabilities 2021: $135,544Net Assets 2021: $728,3412021Assets 2022: $839,506Liabilities 2022: $132,360Net Assets 2022: $707,1462022Assets 2023: $935,650Liabilities 2023: $131,141Net Assets 2023: $804,5092023Assets 2024: $1,072,623Liabilities 2024: $119,487Net Assets 2024: $953,1362024

Highlighted filing

2013

Assets$897,560
Liabilities$156,558
Net Assets$741,002
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2011: $824,7702011Expenses 2012: $752,9042012Revenue 2013: $829,371Expenses 2013: $769,680Net Income 2013: $59,6912013Revenue 2014: $715,937Expenses 2014: $858,651Net Income 2014: -$142,7142014Revenue 2015: $757,526Expenses 2015: $672,930Net Income 2015: $84,5962015Revenue 2016: $762,475Expenses 2016: $827,096Net Income 2016: -$64,6212016Revenue 2017: $759,844Expenses 2017: $858,960Net Income 2017: -$99,1162017Revenue 2018: $883,262Expenses 2018: $870,902Net Income 2018: $12,3602018Revenue 2019: $816,770Expenses 2019: $865,194Net Income 2019: -$48,4242019Revenue 2020: $896,845Expenses 2020: $704,589Net Income 2020: $192,2562020Revenue 2021: $1,011,761Expenses 2021: $958,761Net Income 2021: $53,0002021Revenue 2022: $902,244Expenses 2022: $923,440Net Income 2022: -$21,1962022Revenue 2023: $1,016,655Expenses 2023: $919,291Net Income 2023: $97,3642023Revenue 2024: $976,163Expenses 2024: $827,535Net Income 2024: $148,6282024

Highlighted filing

2013

Revenue$829,371
Expenses$769,680
Net Income$59,691
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 26, 2014
Return Version
2013v3.1
Gross Receipts
$829,371
Mission and Program Overview

Mission

Pay supplemental health benefits for members

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$765,387$747,451▼ $17,936
Cap Stk Tr Prin Current Funds$681,311$741,002▲ $59,691
Cash and Non-Interest-Bearing Accounts$69,810$145,935▲ $76,125
Total Assets$840,759$897,560▲ $56,801
Other Assets Total$5,562$4,174▼ $1,388
Liabilities
Other Liabilities$157,932$155,853▼ $2,079
Accounts Payable and Accrued Expenses$1,516$705▼ $811
Total Liabilities$159,448$156,558▼ $2,890
Net Assets / Fund Balance
Total Net Assets Fund Balance$681,311$741,002▲ $59,691
Total Liabilities and Net Assets / Fund Balance$840,759$897,560▲ $56,801
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Robert TorrieriAdministratorPT$19,200$19,200
Paul TrongoneTrustee-$6,480$6,480

Board Members and Trustees

NameTitle
Barbara DellonTrustee
Christopher CummingsTrustee
Michael LillisTrustee
Michael MahoneyTrustee
Michelle PoandlTrustee
Mimi AxelradTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$819,765
Investment Income
$9,606
Other Revenue
$0
Change in Net Assets
$59,691
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$85,440
Other Expenses$21,341
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$662,899--$662,899
Other Salaries and Wages-$57,463-$57,463
Current Officers, Directors, Trustees, and Key Employees-$19,200-$19,200
Office Expenses-$9,391-$9,391
Payroll Taxes-$5,850-$5,850
Other Expenses-$4,601-$4,601
Insurance-$3,822-$3,822
Other Employee Benefits-$2,927-$2,927
Fees for Services Accounting-$1,500-$1,500
Conferences and Meetings-$220-$220
Total Functional Expenses$662,899$106,781$0$769,680
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
Reserve for Pending Claims$155,853
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
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
Yes
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

EIN
23-7361735
Phone
9145282843

Signing Officer

Name
Robert Torrieri
Title
Administrator
Phone
9145282843
Signed
2014-11-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Torrieri
Formed
1971
Legal Domicile
Ny
Voting Board Members
8
Independent Board Members
7
Employees
4
Volunteers
0

Preparer

Preparer
Kevin Mckeon
Phone
8456215991
Supplemental Narrative

Additional Explanations

Pt VI, Line 19

“They are available for inspection at the local office”

Pt VI, Line 15B

“The board of trustees reviews and approves salary increases for all employees”

Pt VI, Line 11B

“The form is reviewed by the trustees during meeting”

Form 990, Part III, Line 4D

“NOT APPLICABLE”

Raw XML Appendix305 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THEY ARE AVAILABLE FOR INSPECTION AT THE LOCAL OFFICE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF TRUSTEES REVIEWS AND APPROVES SALARY INCREASES FOR ALL EMPLOYEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM IS REVIEWED BY THE TRUSTEES DURING MEETING
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0105411806
ReturnHeader/PreparerPersonGrp/PhoneNum08456215991
ReturnHeader/PreparerPersonGrp/PreparationDt02014-12-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN MCKEON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-12-02T16:32:53-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$897,560
Liabilities
$156,558
Net assets
$741,002
Revenue
$829,371
Expenses
$769,680
Net income
$59,691
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.07$0.12$0.95$0.98$0.83$0.15
2023Detailed filing. Detailed filing data is available for this year.$0.94$0.13$0.80$1.02$0.92$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.84$0.13$0.71$0.90$0.92$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.86$0.14$0.73$1.01$0.96$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.79$0.11$0.68$0.90$0.70$0.19
2019Detailed filing. Detailed filing data is available for this year.$0.64$0.16$0.48$0.82$0.87$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.69$0.16$0.53$0.88$0.87$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.64$0.12$0.52$0.76$0.86$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.73$0.11$0.62$0.76$0.83$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.81$0.13$0.68$0.76$0.67$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.78$0.18$0.60$0.72$0.86$0.14
2013Detailed filing. Detailed filing data is available for this year.$0.90$0.16$0.74$0.83$0.77$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.16$0.68$0.75
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.18$0.64$0.82