Civic Intelligence

Independent Care Group Plus Trust

990 • Fiscal year 2021 • EIN 46-6767875

Jun 01, 2020 to May 31, 2021 • Filed on Mar 29, 2022

Organization ProfileN/A

View Organization Page

2535 Kennedy BlvdJersey City, NJ 07304

(201) 795-5500

Siviq Scores

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

Liabilities / Assets

87th percentile

0.46x

Higher debt load relative to assets than 87% of similar nonprofits.

2021 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

88th percentile

0.35x

Higher debt load relative to revenue than 88% of similar nonprofits.

2021 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2021

Net Margin

47th percentile

1.8%

Higher net margin than 47% of similar nonprofits.

2021 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2021

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.

2021 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2021

Asset Growth

32nd percentile

0.5%

Faster asset growth than 32% of similar nonprofits.

2021 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

20th percentile

-8.2%

Faster revenue growth than 20% of similar nonprofits.

2021 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$6,129,866

Up $27,527 (+0.5%) from 2020

Net Assets

Up

$3,329,261

Up $149,949 (+4.7%) from 2020

Liabilities

Down

$2,800,605

Down $122,422 (-4.2%) from 2020

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin47th percentile

Revenue

Down

$8,106,184

Down $721,590 (-8.2%) from 2020

Expenses

Down

$7,956,235

Down $1,154,198 (-13%) from 2020

Net Income

Up

$149,949

Up $432,608 (+153%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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 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

2021

Assets$6,129,866
Liabilities$2,800,605
Net Assets$3,329,261
Open 2021 Filing

Operations Trend

Revenue Growth20th percentile

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 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

2021

Revenue$8,106,184
Expenses$7,956,235
Net Income$149,949
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Mar 29, 2022
Return Version
2020v4.0
Gross Receipts
$8,106,184
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$5,974,935$5,947,502▼ $27,433
Rtn Earn Endowment Incm Other Fnds$3,179,312$3,329,261▲ $149,949
Cash and Non-Interest-Bearing Accounts$127,404$182,364▲ $54,960
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$6,102,339$6,129,866▲ $27,527
Other Assets Total-$0-
Liabilities
Other Liabilities$2,731,459$2,744,139▲ $12,680
Accounts Payable and Accrued Expenses$191,568$56,466▼ $135,102
Total Liabilities$2,923,027$2,800,605▼ $122,422
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,179,312$3,329,261▲ $149,949
Total Liabilities and Net Assets / Fund Balance$6,102,339$6,129,866▲ $27,527
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Joseph RubensteinTrustee
Beth LangsamSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
American Plan AdministratorsContract Administrator18 HEYWARD STREET, Brooklyn, NY 11249$486,160
Uhp AdministratorsContract Administrator1662 61st St, Brooklyn, NY 11204$113,360
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,106,184
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$149,949
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$623,550
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---$7,332,685
Fees for Services Accounting---$15,000
Other Expenses---$3,238
Fees for Services Legal---$1,125
Total Functional Expenses$0$0$0$7,956,235
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
Benefits Claims Payable$2,744,139
Governance and Compliance

Governance Checklist

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

“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
Trustee
Signed
2022-03-29
Discuss with paid preparer
Yes

Organization Details

Formed
2014
Legal Domicile
Nj
Voting Board Members
2
Independent Board Members
2
Employees
0

Preparer

Firm
Fasten Halberstam LLP
Address
40 Wall St Ste 3602, New York, NY 10005
Preparer
David I Stern CPA
Phone
2127518337
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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/ExplanationTxt0THE 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
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IRS990/VotingMembersIndependentCnt02
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IRS990/WhistleblowerPolicyInd0false
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Joseph Rubenstein
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Independent Care Group Plus Trust
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ReturnHeader/Filer/PhoneNum02017955500
ReturnHeader/Filer/USAddress/AddressLine1Txt02535 Kennedy Blvd
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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/ReturnTs02022-03-29T16:09:11-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Joseph
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ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,129,866
Liabilities
$2,800,605
Net assets
$3,329,261
Revenue
$8,106,184
Expenses
$7,956,235
Net income
$149,949
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
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