Civic Intelligence

Independent Care Group Plus Trust

990 • Fiscal year 2018 • EIN 46-6767875

Jun 01, 2017 to May 31, 2018 • Filed on Apr 16, 2019

Organization ProfileN/A

View Organization Page

2535 Kennedy BlvdJersey City, NJ 07304

(201) 795-5500

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$5,006,284

Up $179,453 (+3.7%) from 2017

Net Assets

Down

$2,556,630

Down $1,525,115 (-37%) from 2017

Liabilities

Up

$2,449,654

Up $1,704,568 (+229%) from 2017

Revenue And Expenses

Revenue

Down

$9,212,871

Down $637,395 (-6.5%) from 2017

Expenses

Up

$10,741,475

Up $1,713,878 (+19%) from 2017

Net Income

Down

-$1,528,604

Down $2,351,273 (-286%) from 2017

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0-$5.0MAssets 2015: $4,267,244Liabilities 2015: $1,160,679Net Assets 2015: $3,106,5652015Assets 2016: $4,867,522Liabilities 2016: $1,604,957Net Assets 2016: $3,262,5652016Assets 2017: $4,826,831Liabilities 2017: $745,086Net Assets 2017: $4,081,7452017Assets 2018: $5,649,500Liabilities 2018: $745,086Net Assets 2018: $4,904,4142018Assets 2018: $5,006,284Liabilities 2018: $2,449,654Net Assets 2018: $2,556,6302018Assets 2019: $7,057,394Liabilities 2019: $3,595,423Net Assets 2019: $3,461,9712019Assets 2020: $6,102,339Liabilities 2020: $2,923,027Net Assets 2020: $3,179,3122020Assets 2021: $6,129,866Liabilities 2021: $2,800,605Net Assets 2021: $3,329,2612021Assets 2022: $7,101,000Liabilities 2022: $2,413,534Net Assets 2022: $4,687,4662022Assets 2023: $5,619,664Liabilities 2023: $3,864,470Net Assets 2023: $1,755,1942023Assets 2024: $4,797,428Liabilities 2024: $3,606,682Net Assets 2024: $1,190,7462024Assets 2025: $2,419,147Liabilities 2025: $4,801,044Net Assets 2025: -$2,381,8972025

Highlighted filing

2018

Assets$5,006,284
Liabilities$2,449,654
Net Assets$2,556,630
Open 2018 Filing

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2015: $10,991,747Expenses 2015: $7,885,182Net Income 2015: $3,106,5652015Revenue 2016: $10,642,652Expenses 2016: $10,486,652Net Income 2016: $156,0002016Revenue 2017: $9,850,266Expenses 2017: $9,027,597Net Income 2017: $822,6692017Revenue 2018: $9,850,266Expenses 2018: $9,027,597Net Income 2018: $822,6692018Revenue 2018: $9,212,871Expenses 2018: $10,741,475Net Income 2018: -$1,528,6042018Revenue 2019: $9,630,709Expenses 2019: $8,725,368Net Income 2019: $905,3412019Revenue 2020: $8,827,774Expenses 2020: $9,110,433Net Income 2020: -$282,6592020Revenue 2021: $8,106,184Expenses 2021: $7,956,235Net Income 2021: $149,9492021Revenue 2022: $7,475,590Expenses 2022: $6,117,385Net Income 2022: $1,358,2052022Revenue 2023: $5,870,311Expenses 2023: $8,802,583Net Income 2023: -$2,932,2722023Revenue 2024: $5,812,495Expenses 2024: $6,376,943Net Income 2024: -$564,4482024Revenue 2025: $4,238,094Expenses 2025: $7,810,737Net Income 2025: -$3,572,6432025

Highlighted filing

2018

Revenue$9,212,871
Expenses$10,741,475
Net Income-$1,528,604
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Apr 16, 2019
Return Version
2017v2.2
Gross Receipts
$9,212,871
Mission and Program Overview

Mission

Providing and maintaining health benefits or other benefits as may be determined by the trustees, for the benefits of participants and beneficiaries

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$3,757,931$4,865,246▲ $1,107,315
Rtn Earn Endowment Incm Other Fnds$4,081,745$2,556,630▼ $1,525,115
Cash and Non-Interest-Bearing Accounts$1,068,900$141,038▼ $927,862
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$4,826,831$5,006,284▲ $179,453
Other Assets Total-$0-
Liabilities
Other Liabilities-$2,275,790-
Accounts Payable and Accrued Expenses$745,086$173,864▼ $571,222
Total Liabilities$745,086$2,449,654▲ $1,704,568
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,081,745$2,556,630▼ $1,525,115
Total Liabilities and Net Assets / Fund Balance$4,826,831$5,006,284▲ $179,453
Compensation and Service Providers

Board Members and Trustees

NameTitle
Julius KleinPresident
Beth LangsamSecretary
Joseph RubensteinTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
American Plan AdministratorsContract Administrat18 HEYWARD STREET, Brooklyn, NY 11249$601,040
United Healthcare PlanContract Administrat1055 63RD STREET, Brooklyn, NY 11218$133,220
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,211,769
Investment Income
$1,102
Other Revenue
$0
Change in Net Assets
$-1,528,604

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,212,871
Total Revenue per Audited Statements
$9,212,871
Total Revenue per Form 990
$9,212,871
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$848,353
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---$9,893,122
Fees for Services Other---$20,721
Other Expenses---$3,980
Total Functional Expenses$0$0$0$10,741,475

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$10,741,475
Total Expenses per Audited Statements$10,741,475
Total Expenses per Form 990$10,741,475
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefit Claims Payable$2,275,790
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
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, Line 11B: Form 990 Review Process

“Once the audited financial statements are completed, the tax return is prepared, the members of the board review and once satisfied as to its accuracy tax return is authorized to be filed”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“This is an irc section 501(c)(9) voluntary employees beneficiary association which covers only eligible employees of the various participating companies. There is no solicitation of contributions or involvement of the general public. The organization's governing documents and financial statements are available to members of the veba upon written request to:independent care group plus trust2535 kennedy blvdjersey city, nj 07304”

Filing and Contact Details

Filer

Filer Name
Independent Care Group Plus Trust
EIN
46-6767875
Phone
2017955500
Address
2535 Kennedy Blvd, Jersey City, NJ 07304

Signing Officer

Name
Joseph Rubenstein
Title
Treasurer
Signed
2019-04-16
Discuss with paid preparer
Yes

Organization Details

Formed
2014
Legal Domicile
Nj
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Fasten Halberstam LLP
Address
40 Wall St Ste 3602, New York, NY 10005
Preparer
David I Stern CPA
Phone
2127518337
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Book/tax difference = $3489”

Amended Explanation

“The May 31, 2018 Form 990 was amended due to various changes made to Parts; I, II, III, IV, VI - Section C, VIII, IX, X, XI, XII, Schedule D - Part X, XI and XII, and Schedule O”

Raw XML Appendix331 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/ExplanationTxt0ONCE THE AUDITED FINANCIAL STATEMENTS ARE COMPLETED, THE TAX RETURN IS PREPARED, THE MEMBERS OF THE BOARD REVIEW AND ONCE SATISFIED AS TO ITS ACCURACY TAX RETURN IS AUTHORIZED TO BE FILED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THIS IS AN IRC SECTION 501(C)(9) VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION WHICH COVERS ONLY ELIGIBLE EMPLOYEES OF THE VARIOUS PARTICIPATING COMPANIES. THERE IS NO SOLICITATION OF CONTRIBUTIONS OR INVOLVEMENT OF THE GENERAL PUBLIC. THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO MEMBERS OF THE VEBA UPON WRITTEN REQUEST TO:INDEPENDENT CARE GROUP PLUS TRUST2535 KENNEDY BLVDJERSEY CITY, NJ 07304
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOOK/TAX DIFFERENCE = $3489
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The May 31, 2018 Form 990 was amended due to various changes made to Parts; I, II, III, IV, VI - Section C, VIII, IX, X, XI, XII, Schedule D - Part X, XI and XII, and Schedule O
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IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04826831
IRS990/TotalAssetsEOYAmt05006284
IRS990/TotalAssetsGrp/BOYAmt04826831
IRS990/TotalAssetsGrp/EOYAmt05006284
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt010741475
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0745086
IRS990/TotalLiabilitiesEOYAmt02449654
IRS990/TotalLiabilitiesGrp/BOYAmt0745086
IRS990/TotalLiabilitiesGrp/EOYAmt02449654
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04081745
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02556630
IRS990/TotalProgramServiceExpensesAmt09893122
IRS990/TotalProgramServiceRevenueAmt09211769
IRS990/TotalRevenueGrp/ExclusionAmt01102
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt09211769
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt09212871
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04826831
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05006284
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Joseph Rubenstein
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Independent Care Group Plus Trust
ReturnHeader/Filer/BusinessNameControlTxt0INDE
ReturnHeader/Filer/EIN0466767875
ReturnHeader/Filer/PhoneNum02017955500
ReturnHeader/Filer/USAddress/AddressLine1Txt02535 Kennedy Blvd
ReturnHeader/Filer/USAddress/CityNm0Jersey City
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007304
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472319109
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Fasten Halberstam LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040 Wall St Ste 3602
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New York
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010005
ReturnHeader/PreparerPersonGrp/PhoneNum02127518337
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David I Stern CPA
ReturnHeader/ReturnTs02019-04-16T09:34:18-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-06-01
ReturnHeader/TaxPeriodEndDt02018-05-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,006,284
Liabilities
$2,449,654
Net assets
$2,556,630
Revenue
$9,212,871
Expenses
$10,741,475
Net income
-$1,528,604
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.42$4.80$2.38$4.24$7.81$3.57
2024Detailed filing. Detailed filing data is available for this year.$4.80$3.61$1.19$5.81$6.38$0.56
2023Detailed filing. Detailed filing data is available for this year.$5.62$3.86$1.76$5.87$8.80$2.93
2022Detailed filing. Detailed filing data is available for this year.$7.10$2.41$4.69$7.48$6.12$1.36
2021Detailed filing. Detailed filing data is available for this year.$6.13$2.80$3.33$8.11$7.96$0.15
2020Detailed filing. Detailed filing data is available for this year.$6.10$2.92$3.18$8.83$9.11$0.28
2019Detailed filing. Detailed filing data is available for this year.$7.06$3.60$3.46$9.63$8.73$0.91
2018Detailed filing. Detailed filing data is available for this year.$5.65$0.75$4.90$9.85$9.03$0.82
2018Detailed filing. Detailed filing data is available for this year.$5.01$2.45$2.56$9.21$10.7$1.53
2017Detailed filing. Detailed filing data is available for this year.$4.83$0.75$4.08$9.85$9.03$0.82
2016Summary only. Only limited summary data is available for this year.$4.87$1.60$3.26$10.6$10.5$0.16
2015Detailed filing. Detailed filing data is available for this year.$4.27$1.16$3.11$11.0$7.89$3.11