Civic Intelligence

United Benefit Fund

990 • Fiscal year 2017 • EIN 56-2423802

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 24, 2018

Organization ProfileUNITEDBENEFITFUND.ORG

View Organization Page

40-26 235th StDouglaston, NY 11363

(718) 416-4020

Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

Higher debt load relative to assets than 34% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2017

Net Margin

77th percentile

20%

Higher net margin than 77% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

57th percentile

$105,123

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2017

Asset Growth

81st percentile

18%

Faster asset growth than 81% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

71st percentile

13%

Faster revenue growth than 71% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$26,080,047

Up $3,942,146 (+18%) from 2016

Net Assets

Up

$26,011,317

Up $4,053,884 (+18%) from 2016

Liabilities

Down

$68,730

Down $111,738 (-62%) from 2016

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin77th percentile

Revenue

Up

$21,706,266

Up $2,554,500 (+13%) from 2016

Expenses

Up

$17,358,689

Up $147,333 (+0.9%) from 2016

Net Income

Up

$4,347,577

Up $2,407,167 (+124%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$60M$40M$20M$0Assets 2010: $13,537,115Liabilities 2010: $288,551Net Assets 2010: $13,248,5642010Assets 2011: $12,270,831Liabilities 2011: $275,091Net Assets 2011: $11,995,7402011Assets 2012: $13,815,731Liabilities 2012: $295,613Net Assets 2012: $13,520,1182012Assets 2013: $20,067,388Liabilities 2013: $33,473Net Assets 2013: $20,033,9152013Assets 2014: $19,346,000Liabilities 2014: $360,496Net Assets 2014: $18,985,5042014Assets 2015: $19,157,259Liabilities 2015: $206,314Net Assets 2015: $18,950,9452015Assets 2016: $22,137,901Liabilities 2016: $180,468Net Assets 2016: $21,957,4332016Assets 2017: $26,080,047Liabilities 2017: $68,730Net Assets 2017: $26,011,3172017Assets 2018: $30,007,505Liabilities 2018: $26,752Net Assets 2018: $29,980,7532018Assets 2019: $33,268,598Liabilities 2019: $41,753Net Assets 2019: $33,226,8452019Assets 2020: $36,742,311Liabilities 2020: $49,894Net Assets 2020: $36,692,4172020Assets 2021: $37,686,331Liabilities 2021: $36,992Net Assets 2021: $37,649,3392021Assets 2022: $32,833,457Liabilities 2022: $263,900Net Assets 2022: $32,569,5572022Assets 2023: $37,129,529Liabilities 2023: $160,366Net Assets 2023: $36,969,1632023Assets 2024: $42,654,272Liabilities 2024: $79,170Net Assets 2024: $42,575,1022024

Highlighted filing

2017

Assets$26,080,047
Liabilities$68,730
Net Assets$26,011,317
Open 2017 Filing

Operations Trend

Revenue Growth71st percentile

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

$40M$30M$20M$10M$0-$10MRevenue 2010: $16,013,411Expenses 2010: $12,044,887Net Income 2010: $3,968,5242010Revenue 2011: $22,505,178Expenses 2011: $23,758,002Net Income 2011: -$1,252,8242011Revenue 2012: $28,839,959Expenses 2012: $27,315,581Net Income 2012: $1,524,3782012Revenue 2013: $31,549,703Expenses 2013: $25,035,906Net Income 2013: $6,513,7972013Revenue 2014: $17,253,860Expenses 2014: $18,302,271Net Income 2014: -$1,048,4112014Revenue 2015: $15,864,236Expenses 2015: $14,962,066Net Income 2015: $902,1702015Revenue 2016: $19,151,766Expenses 2016: $17,211,356Net Income 2016: $1,940,4102016Revenue 2017: $21,706,266Expenses 2017: $17,358,689Net Income 2017: $4,347,5772017Revenue 2018: $22,384,910Expenses 2018: $17,068,891Net Income 2018: $5,316,0192018Revenue 2019: $24,275,386Expenses 2019: $23,042,507Net Income 2019: $1,232,8792019Revenue 2020: $24,611,135Expenses 2020: $20,969,586Net Income 2020: $3,641,5492020Revenue 2021: $25,212,115Expenses 2021: $23,643,901Net Income 2021: $1,568,2142021Revenue 2022: $31,704,921Expenses 2022: $31,464,021Net Income 2022: $240,9002022Revenue 2023: $33,439,877Expenses 2023: $30,837,020Net Income 2023: $2,602,8572023Revenue 2024: $35,497,062Expenses 2024: $31,721,286Net Income 2024: $3,775,7762024

Highlighted filing

2017

Revenue$21,706,266
Expenses$17,358,689
Net Income$4,347,577
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 24, 2018
Return Version
2017v2.3
Gross Receipts
$62,364,977
Mission and Program Overview

Mission

To provide health and other benefits to union members and their families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$21,957,433$26,011,317▲ $4,053,884
Investments in Publicly Traded Securities$19,236,177$23,171,879▲ $3,935,702
Accounts Receivable$1,246,405$1,453,244▲ $206,839
Savings and Temporary Cash Investments$554,441$701,499▲ $147,058
Cash and Non-Interest-Bearing Accounts$1,052,307$574,843▼ $477,464
Land, Buildings, and Equipment, Net$14,061$10,266▼ $3,795
Total Assets$22,137,901$26,080,047▲ $3,942,146
Other Assets Total$34,510$168,316▲ $133,806
Liabilities
Accounts Payable and Accrued Expenses$180,468$68,730▼ $111,738
Total Liabilities$180,468$68,730▼ $111,738
Net Assets / Fund Balance
Total Net Assets Fund Balance$21,957,433$26,011,317▲ $4,053,884
Total Liabilities and Net Assets / Fund Balance$22,137,901$26,080,047▲ $3,942,146

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$-4,744$24,956-
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleBaseTotal
Jeanna TalamoOffice Manag$105,123$105,123

Board Members and Trustees

NameTitle
Andrew TalamoTrustee
TOM D'AMBROSIOTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Leading Edge AdministratorsClaims Processo14 WALL ST, New York, NY 10005$1,608,071
Health ReviewLegal243 MANHATTAN AVENUE, Tuckahoe, NY 10707$342,000
Gorlick Kravitz Listaus-17 STATE ST 4TH FLOOR, New York, NY 10004$117,071
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$19,935,342
Investment Income
$1,770,924
Other Revenue
$0
Change in Net Assets
$4,347,577

Audited Revenue Reconciliation

Revenue per Audited Statements
$21,676,347
Revenue Not Reported on Financial Statements
$29,919
Revenue Not Reported on Form 990
$-293,693
Total Revenue per Audited Statements
$21,382,654
Total Revenue per Form 990
$21,706,266
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,918,806
Salaries, Compensation, and Employee Benefits$355,273
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$15,084,610
Fees for Services Other---$1,572,382
Other Salaries and Wages---$325,554
Fees for Services Legal---$117,072
Fees for Services Accounting---$32,000
Fees for Service Investment Mgmnt Fees---$29,919
Payroll Taxes---$29,719
Occupancy---$28,475
Office Expenses---$21,132
Travel---$19,782
Insurance---$15,710
All Other Expenses---$10,978
Other Expenses---$7,471
Depreciation Depletion---$3,795
Conferences and Meetings---$64
Total Functional Expenses$0$0$0$17,358,689

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$17,358,689
Expenses per Audited Statements$17,328,770
Total Expenses per Audited Statements$17,328,770
Expenses Not Reported on Financial Statements$29,919
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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, Page 6, Part VI, Line 2

“Jeanna talamo andrew talamo fund admin trustee spouse”

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
United Benefit Fund
EIN
56-2423802
Phone
7184164020
Address
40-26 235TH ST, DOUGLASTON, NY 11363

Signing Officer

Name
Andrew Talamo
Title
Trustee
Phone
7185132477
Signed
2018-10-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrew Talamo
Formed
2004
Legal Domicile
Ny
Voting Board Members
2
Independent Board Members
0
Employees
7

Preparer

Firm
Castiglia Llp
Address
66 COMMACK ROAD SUITE 304, COMMACK, NY 11725
Preparer
Robert V Castiglia CPA
Phone
6314867830
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“To provide hospital, medical, surgical, optical, prescriptions, dental and death benefits to union members and their families.”

Raw XML Appendix334 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/ExplanationTxt1JEANNA TALAMO ANDREW TALAMO FUND ADMIN TRUSTEE SPOUSE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
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ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$26,080,047
Liabilities
$68,730
Net assets
$26,011,317
Revenue
$21,706,266
Expenses
$17,358,689
Net income
$4,347,577
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$42.7$0.08$42.6$35.5$31.7$3.78
2023Detailed filing. Detailed filing data is available for this year.$37.1$0.16$37.0$33.4$30.8$2.60
2022Detailed filing. Detailed filing data is available for this year.$32.8$0.26$32.6$31.7$31.5$0.24
2021Detailed filing. Detailed filing data is available for this year.$37.7$0.04$37.6$25.2$23.6$1.57
2020Detailed filing. Detailed filing data is available for this year.$36.7$0.05$36.7$24.6$21.0$3.64
2019Detailed filing. Detailed filing data is available for this year.$33.3$0.04$33.2$24.3$23.0$1.23
2018Detailed filing. Detailed filing data is available for this year.$30.0$0.03$30.0$22.4$17.1$5.32
2017Detailed filing. Detailed filing data is available for this year.$26.1$0.07$26.0$21.7$17.4$4.35
2016Detailed filing. Detailed filing data is available for this year.$22.1$0.18$22.0$19.2$17.2$1.94
2015Detailed filing. Detailed filing data is available for this year.$19.2$0.21$19.0$15.9$15.0$0.90
2014Summary only. Only limited summary data is available for this year.$19.3$0.36$19.0$17.3$18.3$1.05
2013Summary only. Only limited summary data is available for this year.$20.1$0.03$20.0$31.5$25.0$6.51
2012Summary only. Only limited summary data is available for this year.$13.8$0.30$13.5$28.8$27.3$1.52
2011Summary only. Only limited summary data is available for this year.$12.3$0.28$12.0$22.5$23.8$1.25
2010Summary only. Only limited summary data is available for this year.$13.5$0.29$13.2$16.0$12.0$3.97