Civic Intelligence

Ufcw Local 1262 and Pathmark Health and Welfare Fund

EIN 37-1664252 • 501(c)9 • Clifton, NJ

990-N Coverage

View Organization Page

Profile

To provide hospital, surgical, major medical, dental, prescription drug, vision, life insurance and other medical benefits to eligible members and their dependents.

1389 Broad StreetClifton, NJ 07013

www.ufcw1262.org

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.07x

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

501(c)9 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

95th percentile

0.86x

Higher debt load relative to revenue than 95% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2017

Net Margin

35th percentile

-89%

Higher net margin than 35% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2017

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

501(c)9 • <$500k nonprofits • Source year 2017

Asset Growth

67th percentile

-6.2%

Faster asset growth than 67% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

99th percentile

1569%

Faster revenue growth than 99% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Down

$356,163

Down $23,616 (-6.2%) from 2016

Liabilities

Up

$26,664

Up $8,623 (+48%) from 2016

Net Assets

Down

$329,499

Down $32,239 (-8.9%) from 2016

Operations
Liabilities / Revenue95th percentileNet Margin35th percentile

Revenue

Up

$31,072

Up $29,210 (+1569%) from 2016

Expenses

Down

$58,821

Down $1,209,198 (-95%) from 2016

Net Income

Up

-$27,749

Up $1,238,408 (+98%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

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

$4.0M$2.0M$0-$2.0MAssets 2012: $578,608Liabilities 2012: $629,917Net Assets 2012: -$51,3092012Assets 2013: $280,656Liabilities 2013: $1,856,139Net Assets 2013: -$1,575,4832013Assets 2014: $3,777,213Liabilities 2014: $737,881Net Assets 2014: $3,039,3322014Assets 2015: $1,948,306Liabilities 2015: $320,411Net Assets 2015: $1,627,8952015Assets 2016: $379,779Liabilities 2016: $18,041Net Assets 2016: $361,7382016Assets 2017: $356,163Liabilities 2017: $26,664Net Assets 2017: $329,4992017

Highlighted filing

2017

Assets$356,163
Liabilities$26,664
Net Assets$329,499
Open 2017 Filing

Operations Trend

Revenue Growth99th percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2012: $14,618,757Expenses 2012: $14,670,066Net Income 2012: -$51,3092012Revenue 2013: $14,238,441Expenses 2013: $15,762,615Net Income 2013: -$1,524,1742013Revenue 2014: $15,630,305Expenses 2014: $11,015,490Net Income 2014: $4,614,8152014Revenue 2015: $14,547,583Expenses 2015: $15,959,020Net Income 2015: -$1,411,4372015Revenue 2016: $1,862Expenses 2016: $1,268,019Net Income 2016: -$1,266,1572016Revenue 2017: $31,072Expenses 2017: $58,821Net Income 2017: -$27,7492017

Highlighted filing

2017

Revenue$31,072
Expenses$58,821
Net Income-$27,749
Open 2017 Filing

Filings

Most recent year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$356,163
Liabilities
$26,664
Net assets
$329,499
Revenue
$31,072
Expenses
$58,821
Net income
-$27,749
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.36$0.03$0.33$0.03$0.06$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.38$0.02$0.36$0.00$1.27$1.27
2015Detailed filing. Detailed filing data is available for this year.$1.95$0.32$1.63$14.5$16.0$1.41
2014Detailed filing. Detailed filing data is available for this year.$3.78$0.74$3.04$15.6$11.0$4.61
2013Detailed filing. Detailed filing data is available for this year.$0.28$1.86$1.58$14.2$15.8$1.52
2012Summary only. Only limited summary data is available for this year.$0.58$0.63$0.05$14.6$14.7$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 9, 2018
Return Version
2017v2.3
Gross Receipts
$31,072
Mission and Program Overview

Mission

To provide hospital, surgical, major medical, dental, prescription drug, vision, life insurance and other medical benefits to eligible members and their dependents.

To provide medicial ,dental,prescription,vision and life insurance benefits to eligible members

Program Services

DescriptionGrantsExpenses
TO PROVIDE MEDICIAL ,DENTAL,PRESCRIPTION,VISION AND LIFE INSURANCE BENEFITS TO ELIGIBLE MEMBERS$0$0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HARVEY WHILLETrustee-$0--
ELIZABETH LAUGHERYTrustee-$0--
MICHAEL FREDERICKSTrustee-$0--
TZADOK GABLETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Ufcw Local 1262 and Pathmark Health &
EIN
37-1664252
Phone
9737785800
Address
1389 BROAD STREET, CLIFTON, NJ 07013

Signing Officer

Name
Harvey Whille
Title
Trustee
Phone
9737785800
Signed
2018-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Novak Francella LLC
Address
ONE PRESIDENTIAL BLVD SUITE 330, BALA CYNWYD, PA 19004
Preparer
Louis Verzella CPA
Phone
6106689400
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest. Amount: 2,122.”

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: retiree contribution. Amount: 1,266. Description: transfer from related fund. Amount: 27,684. Total to form 990-ez, line 8: 28,950.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: service charges. Amount: 6,322. Description: insurance. Amount: 2,683. Description: office. Amount: 2,833. Description: administrative fees. Amount: 1,532. Total to form 990-ez, line 16: 13,370.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: prior period adjustment. Amount: -4,490.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: prepaid expenses. Beg. Of year amount: 2,683. End of year amount: 6,438.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: due to affiliates. Beg. Of year amount: 2,000. End of year amount: 0. Description: serp liability. Beg. Of year amount: 16,041. End of year amount: 16,041. Description: accounts payable. Beg. Of year amount: 0. End of year amount: 10,623.”

Raw XML Appendix129 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt039129
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum09737785800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01389 BROAD STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CLIFTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd007013
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0377096
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0349725
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-27749
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06322
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0379779
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0356163
IRS990EZ/GrossReceiptsAmt031072
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt02122
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0361738
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0329499
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0361738
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0329499
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HARVEY WHILLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ELIZABETH LAUGHERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHAEL FREDERICKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TZADOK GABLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02683
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06438
IRS990EZ/OtherChangesInNetAssetsAmt0-4490
IRS990EZ/OtherExpensesTotalAmt013370
IRS990EZ/OtherRevenueTotalAmt028950
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE MEDICIAL ,DENTAL,PRESCRIPTION,VISION AND LIFE INSURANCE BENEFITS TO ELIGIBLE MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE MEDICIAL ,DENTAL,PRESCRIPTION,VISION AND LIFE INSURANCE BENEFITS TO ELIGIBLE MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt018041
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt026664
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt058821
IRS990EZ/TotalRevenueAmt031072
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0WWW.UFCW1262.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 2,122.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: RETIREE CONTRIBUTION. AMOUNT: 1,266. DESCRIPTION: TRANSFER FROM RELATED FUND. AMOUNT: 27,684. TOTAL TO FORM 990-EZ, LINE 8: 28,950.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: SERVICE CHARGES. AMOUNT: 6,322. DESCRIPTION: INSURANCE. AMOUNT: 2,683. DESCRIPTION: OFFICE. AMOUNT: 2,833. DESCRIPTION: ADMINISTRATIVE FEES. AMOUNT: 1,532. TOTAL TO FORM 990-EZ, LINE 16: 13,370.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: PRIOR PERIOD ADJUSTMENT. AMOUNT: -4,490.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 2,683. END OF YEAR AMOUNT: 6,438.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: DUE TO AFFILIATES. BEG. OF YEAR AMOUNT: 2,000. END OF YEAR AMOUNT: 0. DESCRIPTION: SERP LIABILITY. BEG. OF YEAR AMOUNT: 16,041. END OF YEAR AMOUNT: 16,041. DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 10,623.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HARVEY WHILLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09737785800
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UFCW LOCAL 1262 AND PATHMARK HEALTH &
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0UFCW
ReturnHeader/Filer/EIN0371664252
ReturnHeader/Filer/PhoneNum09737785800
ReturnHeader/Filer/USAddress/AddressLine1Txt01389 BROAD STREET
ReturnHeader/Filer/USAddress/CityNm0CLIFTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007013
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId019998950A844A1ED5F18EB360E4E9E4F9906FFA9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.211.205.39
ReturnHeader/FilingSecurityInformation/IPDt02018-11-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm014:42:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611436956
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NOVAK FRANCELLA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE PRESIDENTIAL BLVD SUITE 330
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BALA CYNWYD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019004
ReturnHeader/PreparerPersonGrp/PhoneNum06106689400
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LOUIS VERZELLA CPA
ReturnHeader/ReturnTs02018-11-09T14:43:38-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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