Civic Intelligence

Hitachi America Ltd Health and Welfare

EIN 23-7688845 • 501(c)9 • Rye Brook, NY

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Profile

The hitachi america, ltd. Health and welfare plan provides medical, vision, prescription, drug, dental, health and dependent care spending account, group life, short-term and long-term disability benefits to eligible active employees as well as other benefits.

800 Westchester Ave N-707Rye Brook, NY 10573

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

98th percentile

1.61x

Higher debt load relative to assets than 98% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.09x

Higher debt load relative to revenue than 61% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Net Margin

32nd percentile

-0.3%

Higher net margin than 32% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

501(c)9 • $100M-$250M nonprofits • Source year 2024

Asset Growth

6th percentile

-30%

Faster asset growth than 6% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

58th percentile

8.9%

Faster revenue growth than 58% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$13,496,953

Down $5,798,191 (-30%) from 2023

Liabilities

Down

$21,786,480

Down $5,085,385 (-19%) from 2023

Net Assets

Down

-$8,289,527

Down $712,806 (-9.4%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin32nd percentile

Revenue

Up

$240,188,368

Up $19,629,187 (+8.9%) from 2023

Expenses

Up

$240,901,174

Up $4,955,039 (+2.1%) from 2023

Net Income

Up

-$712,806

Up $14,674,148 (+95%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth6th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0-$10MAssets 2010: $15,984,523Liabilities 2010: $520,064Net Assets 2010: $15,464,4592010Assets 2011: $18,322,081Liabilities 2011: $719,627Net Assets 2011: $17,602,4542011Assets 2012: $16,519,909Liabilities 2012: $507,014Net Assets 2012: $16,012,8952012Assets 2013: $17,123,500Liabilities 2013: $50,602Net Assets 2013: $17,072,8982013Assets 2014: $17,298,121Liabilities 2014: $629,168Net Assets 2014: $16,668,9532014Assets 2015: $10,400,300Liabilities 2015: $333,950Net Assets 2015: $10,066,3502015Assets 2016: $10,280,729Liabilities 2016: $280,913Net Assets 2016: $9,999,8162016Assets 2017: $11,695,987Liabilities 2017: $228,304Net Assets 2017: $11,467,6832017Assets 2018: $9,258,538Liabilities 2018: $216,774Net Assets 2018: $9,041,7642018Assets 2019: $16,285,999Liabilities 2019: $69,378Net Assets 2019: $16,216,6212019Assets 2020: $14,151,198Liabilities 2020: $2,022,438Net Assets 2020: $12,128,7602020Assets 2021: $18,473,232Liabilities 2021: $48,000Net Assets 2021: $18,425,2322021Assets 2022: $16,564,063Liabilities 2022: $8,753,830Net Assets 2022: $7,810,2332022Assets 2023: $19,295,144Liabilities 2023: $26,871,865Net Assets 2023: -$7,576,7212023Assets 2024: $13,496,953Liabilities 2024: $21,786,480Net Assets 2024: -$8,289,5272024

Highlighted filing

2024

Assets$13,496,953
Liabilities$21,786,480
Net Assets-$8,289,527
Open 2024 Filing

Operations Trend

Revenue Growth58th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300M$200M$100M$0-$100MExpenses 2010: $38,910,0442010Expenses 2011: $33,559,3742011Expenses 2012: $41,354,4082012Revenue 2013: $47,326,059Expenses 2013: $46,266,056Net Income 2013: $1,060,0032013Revenue 2014: $51,783,481Expenses 2014: $52,187,426Net Income 2014: -$403,9452014Revenue 2015: $46,814,388Expenses 2015: $53,416,991Net Income 2015: -$6,602,6032015Revenue 2016: $53,816,687Expenses 2016: $53,883,221Net Income 2016: -$66,5342016Revenue 2017: $74,585,543Expenses 2017: $73,117,676Net Income 2017: $1,467,8672017Revenue 2018: $79,913,113Expenses 2018: $82,339,032Net Income 2018: -$2,425,9192018Revenue 2019: $115,973,527Expenses 2019: $108,798,670Net Income 2019: $7,174,8572019Revenue 2020: $113,261,446Expenses 2020: $117,349,307Net Income 2020: -$4,087,8612020Revenue 2021: $216,084,695Expenses 2021: $209,788,223Net Income 2021: $6,296,4722021Revenue 2022: $189,844,861Expenses 2022: $200,459,860Net Income 2022: -$10,614,9992022Revenue 2023: $220,559,181Expenses 2023: $235,946,135Net Income 2023: -$15,386,9542023Revenue 2024: $240,188,368Expenses 2024: $240,901,174Net Income 2024: -$712,8062024

Highlighted filing

2024

Revenue$240,188,368
Expenses$240,901,174
Net Income-$712,806
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,496,953
Liabilities
$21,786,480
Net assets
-$8,289,527
Revenue
$240,188,368
Expenses
$240,901,174
Net income
-$712,806
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.5$21.8$8.29$240$241$0.71
2023Detailed filing. Detailed filing data is available for this year.$19.3$26.9$7.58$221$236$15.4
2022Detailed filing. Detailed filing data is available for this year.$16.6$8.75$7.81$190$200$10.6
2021Detailed filing. Detailed filing data is available for this year.$18.5$0.05$18.4$216$210$6.30
2020Detailed filing. Detailed filing data is available for this year.$14.2$2.02$12.1$113$117$4.09
2019Detailed filing. Detailed filing data is available for this year.$16.3$0.07$16.2$116$109$7.17
2018Detailed filing. Detailed filing data is available for this year.$9.26$0.22$9.04$79.9$82.3$2.43
2017Detailed filing. Detailed filing data is available for this year.$11.7$0.23$11.5$74.6$73.1$1.47
2016Detailed filing. Detailed filing data is available for this year.$10.3$0.28$10.00$53.8$53.9$0.07
2015Detailed filing. Detailed filing data is available for this year.$10.4$0.33$10.1$46.8$53.4$6.60
2014Detailed filing. Detailed filing data is available for this year.$17.3$0.63$16.7$51.8$52.2$0.40
2013Detailed filing. Detailed filing data is available for this year.$17.1$0.05$17.1$47.3$46.3$1.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.5$0.51$16.0$41.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.3$0.72$17.6$33.6
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.0$0.52$15.5$38.9
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$240,188,368
Mission and Program Overview

Mission

The hitachi america, ltd. Health and welfare plan provides medical, vision, prescription, drug, dental, health and dependent care spending account, group life, short-term and long-term disability benefits to eligible active employees as well as other benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$5,571,421$4,719,242▼ $852,179
Other Notes and Loans Receivable, Net$2,187,705$1,423,316▼ $764,389
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-7,576,721$-8,289,527▼ $712,806
Total Assets$19,295,144$13,496,953▼ $5,798,191
Other Assets Total$11,536,018$7,354,395▼ $4,181,623
Liabilities
Deferred Revenue$8,282,554$10,840,480▲ $2,557,926
Other Liabilities$10,989,311$6,346,000▼ $4,643,311
Mortgage Notes Payable Secured by Investment Property$7,600,000$4,600,000▼ $3,000,000
Total Liabilities$26,871,865$21,786,480▼ $5,085,385
Net Assets / Fund Balance
Total Net Assets Fund Balance$-7,576,721$-8,289,527▼ $712,806
Total Liabilities and Net Assets / Fund Balance$19,295,144$13,496,953▼ $5,798,191

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$4,408,780--
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Masanao IwataTrustee
-CFO
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$239,961,752
Investment Income
$226,616
Other Revenue
$0
Change in Net Assets
$-712,806

Audited Revenue Reconciliation

Revenue per Audited Statements
$240,188,368
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$240,188,368
Total Revenue per Form 990
$240,188,368
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$62,966,175
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$177,934,999--$177,934,999
Insurance$50,941,688--$50,941,688
Other Expenses-$12,024,487-$12,024,487
Total Functional Expenses$228,876,687$12,024,487$0$240,901,174

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$240,901,174
Total Expenses per Audited Statements$240,901,174
Total Expenses per Form 990$240,901,174
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Premiums Due to Insurers$4,401,538
Administrative Expenses Payable$1,944,462
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 will be reviewed by a member of the governing body prior to filing.”

Form 990, Part VI, Section C, Line 19

“Documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Hitachi America Ltd Health and Welfare
EIN
23-7688845
Phone
9143325800
Address
800 WESTCHESTER AVE N-707, RYE BROOK, NY 10573

Signing Officer

Name
Anne Carpiniello
Title
Plan Administrator
Phone
9143325800
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anne Carpiniello
Formed
1991
Legal Domicile
Ny
Voting Board Members
2
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Cbiz Advisors LLC
Address
4722 N 24TH ST STE 300, PHOENIX, AZ 85016
Preparer
AMY A O'LOUGHLIN
Phone
6022646835
Supplemental Narrative

Additional Explanations

Part XII, Line 2C

“There has been no change from the prior year in the method of selection of independent accountants or the process of audit oversight.”

Financial Statement Notes

PART X, LINE 2:

“The plan administrator received a favorable tax determination letter from the internal revenue service ("irs") dated october 8, 1992. This letter provides that the trust, established under the plan to hold the plan's assets, is qualified pursuant to section 501(c)(9) of the code, and accordingly, the trust's net investment income is exempt from income taxes. Although the plan has been amended since receiving the determination letter, the plan administrator and the plan's tax counsel believe that the plan is designed, and is currently being operated, in compliance with the applicable requirements of the irc and, therefore, believe that the plan is qualified, and the related trust is tax-exempt. In addition, the plan and the trust are required to operate in conformity with the code to maintain the tax-exempt status of the trust. The plan administrator believes that the plan is being operated in compliance with the applicable requirements of the code and, therefore, believes that the related trust is tax-exempt. U. S. Gaap requires plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain tax position that "more likely than not" would not be sustained upon examination by the irs. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix289 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
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IRS990/BooksInCareOfDetail/PhoneNum09143325800
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IRS990/IndoorTanningServicesInd00
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RECEIVABLE FROM STOP-LOSS INSURER
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1PRESCRIPTION DRUG REBATES RECEIVABLE
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ADMINISTRATIVE EXPENSES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PREMIUMS DUE TO INSURERS
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN ADMINISTRATOR RECEIVED A FAVORABLE TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE ("IRS") DATED OCTOBER 8, 1992. THIS LETTER PROVIDES THAT THE TRUST, ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS, IS QUALIFIED PURSUANT TO SECTION 501(C)(9) OF THE CODE, AND ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. ALTHOUGH THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER, THE PLAN ADMINISTRATOR AND THE PLAN'S TAX COUNSEL BELIEVE THAT THE PLAN IS DESIGNED, AND IS CURRENTLY BEING OPERATED, IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVE THAT THE PLAN IS QUALIFIED, AND THE RELATED TRUST IS TAX-EXEMPT. IN ADDITION, THE PLAN AND THE TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE CODE TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE CODE AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. U. S. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN TAX POSITION THAT "MORE LIKELY THAN NOT" WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalExpensesPerForm990Amt0240901174
IRS990ScheduleD/TotalLiabilityAmt06346000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 WILL BE REVIEWED BY A MEMBER OF THE GOVERNING BODY PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE HAS BEEN NO CHANGE FROM THE PRIOR YEAR IN THE METHOD OF SELECTION OF INDEPENDENT ACCOUNTANTS OR THE PROCESS OF AUDIT OVERSIGHT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2C
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IRS990/SubjectToProxyTaxInd00
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IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/EOYAmt013496953
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IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt021786480
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-7576721
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-8289527
IRS990/TotalOtherCompensationAmt00
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IRS990/TotalProgramServiceRevenueAmt0239961752
IRS990/TotalReportableCompFromOrgAmt00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0239961752
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0240188368
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/USAddress/AddressLine1Txt0800 WESTCHESTER AVE N-707
IRS990/USAddress/CityNm0RYE BROOK
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IRS990/USAddress/ZIPCd010573
IRS990/VotingMembersGoverningBodyCnt02
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNE CARPINIELLO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PLAN ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09143325800
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HITACHI AMERICA LTD HEALTH AND WELFARE
ReturnHeader/Filer/BusinessNameControlTxt0HITA
ReturnHeader/Filer/EIN0237688845
ReturnHeader/Filer/PhoneNum09143325800
ReturnHeader/Filer/USAddress/AddressLine1Txt0800 WESTCHESTER AVE N-707
ReturnHeader/Filer/USAddress/CityNm0RYE BROOK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010573
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341884125
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04722 N 24TH ST STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085016
ReturnHeader/PreparerPersonGrp/PhoneNum06022646835
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY A O'LOUGHLIN
ReturnHeader/ReturnTs02025-11-13T14:09:02-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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