Civic Intelligence

Unknown Organization

990 • Fiscal year 2014 • EIN 51-6015919

Apr 01, 2013 to Mar 31, 2014 • Filed on Feb 04, 2015

501 Carr Road No 22019809-2800

(302) 762-2008

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

36th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2014

Net Margin

33rd percentile

-2.3%

Higher net margin than 33% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

1st percentile

-100%

Faster asset growth than 1% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

29th percentile

-5.8%

Faster revenue growth than 29% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2011 to 2014

Assets

Down

$1

Down $2,342,844 (-100%) from 2013

Net Assets

Down

$0

Down $2,292,494 (-100%) from 2013

Liabilities

Down

$0

Down $50,351 (-100%) from 2013

Revenue

Down

$1,164,881

Down $44,844 (-3.7%) from 2013

Expenses

Down

$1,191,311

Down $101,104 (-7.8%) from 2013

Net Income

Up

-$26,430

Up $56,260 (+68%) from 2013

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,283,993Liabilities 2010: $35,296Net Assets 2010: $2,248,6972010Assets 2011: $2,279,585Liabilities 2011: $122,399Net Assets 2011: $2,157,1862011Assets 2012: $2,432,821Liabilities 2012: $54,761Net Assets 2012: $2,378,0602012Assets 2013: $2,342,845Liabilities 2013: $50,351Net Assets 2013: $2,292,4942013Assets 2014: $1Liabilities 2014: $0Net Assets 2014: $02014

Highlighted filing

2014

Assets$1
Liabilities$0
Net Assets$0

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $1,430,8212010Revenue 2011: $1,392,275Expenses 2011: $1,501,339Net Income 2011: -$109,0642011Expenses 2012: $1,277,2702012Revenue 2013: $1,209,725Expenses 2013: $1,292,415Net Income 2013: -$82,6902013Revenue 2014: $1,164,881Expenses 2014: $1,191,311Net Income 2014: -$26,4302014

Highlighted filing

2014

Revenue$1,164,881
Expenses$1,191,311
Net Income-$26,430
Jump To
Filing Snapshot
Filing Period
Apr 1, 2013 to Mar 31, 2014
Signed
Feb 4, 2015
Return Version
2013v4.0
Gross Receipts
$1,696,897
Mission and Program Overview

Mission

To provide health insurance benefits to members and their families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$2,292,494$0▼ $2,292,494
Savings and Temporary Cash Investments$2,147,897$0▼ $2,147,897
Accounts Receivable$190,594$0▼ $190,594
Prepaid Expenses and Deferred Charges$4,354$0▼ $4,354
Cash and Non-Interest-Bearing Accounts-$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-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$2,342,845$0▼ $2,342,845
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$50,351$0▼ $50,351
Total Liabilities$50,351$0▼ $50,351
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,292,494$0▼ $2,292,494
Total Liabilities and Net Assets / Fund Balance$2,342,845$0▼ $2,342,845
Compensation and Service Providers

Board Members and Trustees

NameTitle
Chris ClaudyEmployer Trustee
Gregory FurtawEmployer Trustee
John J Mcmahon JrEmployer Trustee
Mark RizzoEmployer Trustee
Albert MartinoUnion Trustee
Domenic DistefanoUnion Trustee
Joseph BattagliaUnion Trustee
Richard Tulowitzki ChairmanUnion Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,136,659
Investment Income
$28,222
Other Revenue
$0
Change in Net Assets
$-26,430

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,164,881
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-20,046
Total Revenue per Audited Statements
$1,144,835
Total Revenue per Form 990
$1,164,881
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$108,097
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$1,083,214--$1,083,214
Fees for Services Legal-$14,768-$14,768
Fees for Services Accounting-$11,499-$11,499
Conferences and Meetings-$4,531-$4,531
Office Expenses-$4,389-$4,389
Other Expenses-$1,776-$1,776
All Other Expenses-$597-$597
Total Functional Expenses$1,083,214$108,097$0$1,191,311

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,191,311
Total Expenses per Audited Statements$1,191,311
Total Expenses per Form 990$1,191,311
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
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
No
Conflict-of-interest policy
No
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 11

Draft copies are provided to trustees for review/approval prior to filing.

Form 990, Part VI, Section C, Line 19

Annual form 990 is available at www.guidestar.com. Other documents are available upon request.

Filing and Contact Details

Filer

EIN
51-6015919
Phone
3027622008

Signing Officer

Name
John J Mcmahon Jr
Title
Trustee
Phone
3027622008
Signed
2015-02-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John J Mcmahon Jr
Formed
1957
Legal Domicile
De
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Preparer
Maria T Hurd CPA
Phone
3022250600
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3

The trust entered into an agreement to merge the plan with the bricklayers and allied craftworkers local 1 of pa/de health and welfare fund (philadelphia health fund) effective april 1, 2014. Per the terms of the agreement, the plan ceased to exist as a separate entity on april 1, 2014.

FORM 990, PART XI, LINE 9:

Transfer of plan net assets due to merger -2,246,018.

Raw XML AppendixShowing 400 of 523 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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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt02246018
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(C)(9)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0CURRENT MARKET VALUE AT DATE OF TRANSFER.
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine102706 BLACK LAKE PLACE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/City0PHILADELPHIA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/State0PA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCode019154
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd00
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0PERSON(S) INVOLVED: RICHARD TULOWITZKI, DOMENIC DISTEFANO, AL MARTINO, JOSEPH BATTAGLIA, MARK RIZZO, GREGORY FURTAW, JOHN J. MCMAHON JR., CHRIS CLAUDY
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt1EXPLANATION OF INVOLVEMENT: TRUSTEES OF THE B.A.C. LOCAL 1 - DE/PA WELFARE TRUST WERE ALL GIVEN SEATS AS TRUSTEES OF THE MERGED FUND.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2E:
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I, LINE 2E:
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST ENTERED INTO AN AGREEMENT TO MERGE THE PLAN WITH THE BRICKLAYERS AND ALLIED CRAFTWORKERS LOCAL 1 OF PA/DE HEALTH AND WELFARE FUND (PHILADELPHIA HEALTH FUND) EFFECTIVE APRIL 1, 2014. PER THE TERMS OF THE AGREEMENT, THE PLAN CEASED TO EXIST AS A SEPARATE ENTITY ON APRIL 1, 2014.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DRAFT COPIES ARE PROVIDED TO TRUSTEES FOR REVIEW/APPROVAL PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUAL FORM 990 IS AVAILABLE AT WWW.GUIDESTAR.COM. OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRANSFER OF PLAN NET ASSETS DUE TO MERGER -2,246,018.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd30
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd50
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0DE
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd9IL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0MASONRY SUBCONTRACTOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1BOILER REPAIR, REFRACTORY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt2MASONRY RESTORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt3BRICK & TILE INSTALLATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt4REFRACTORY INSTALLATION AND CONCRETE REPAIR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt5MASONRY AND STONEWORK
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt6CONSTRUCTION, REPAIR AND MAINTENANCE SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt7CONSTRUCTION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt8CONSTRUCTION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt9BRICK & TILE FLOOR SYSTEM INSTALLATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine10ENTERPRISE MASONRY CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine11J W MILLER WELDING & BOILER REPAIR CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine12DUGAN JOSEPH INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine13B G B CERAMIC TILE SPECIALIST INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine14KRAEMER GUNITE INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine15JOSEPH RIZZO & SONS CONST CO INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine16SHARED SYSTEMS TECHNOLOGY INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine17SETAG CONSTRUCTION CO INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine18JPE CONSTRUCTION INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine19NATIONAL ACID PROOFING INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine103010 BELLEVUE AVENUE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine114917 SUMMIT BRIDGE RD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine12905 BETHLEHEM PIKE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine13101 FOX DRIVE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine14P O BOX 305
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1513 RIZZO AVE ROSE HILL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine16PO BOX 408
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine171670 SHEFLEY LANE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine181324 6TH STREET NORTHWEST
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine197735 WEST 112TH PLACE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/City0WILMINGTON
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/City1MIDDLETOWN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/City2ERDENDEIM
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/City3LANDENBURG
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/City4PITMAN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/City5NEW CASTLE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/City6SEWELL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/City7COLLEGEVILLE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/City8CENTER POINT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/City9PALOS HILL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/State0DE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/State1DE
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/State4NJ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/State5DE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/State6NJ

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