Civic Intelligence

United Benefit Fund

990 • Fiscal year 2020 • EIN 56-2423802

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 25, 2021

Organization ProfileUNITEDBENEFITFUND.ORG

View Organization Page

40-26 235th StDouglaston, NY 11363

(718) 513-2477

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

23rd percentile

0.00x

Higher debt load relative to revenue than 23% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Net Margin

69th percentile

15%

Higher net margin than 69% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

63rd percentile

$114,471

Higher top officer pay than 63% of similar nonprofits.

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

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Asset Growth

58th percentile

10%

Faster asset growth than 58% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

58th percentile

1.4%

Faster revenue growth than 58% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$36,742,311

Up $3,473,713 (+10%) from 2019

Net Assets

Up

$36,692,417

Up $3,465,572 (+10%) from 2019

Liabilities

Up

$49,894

Up $8,141 (+19%) from 2019

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin69th percentile

Revenue

Up

$24,611,135

Up $335,749 (+1.4%) from 2019

Expenses

Down

$20,969,586

Down $2,072,921 (-9.0%) from 2019

Net Income

Up

$3,641,549

Up $2,408,670 (+195%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2020

Assets$36,742,311
Liabilities$49,894
Net Assets$36,692,417
Open 2020 Filing

Operations Trend

Revenue Growth58th 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

2020

Revenue$24,611,135
Expenses$20,969,586
Net Income$3,641,549
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 25, 2021
Return Version
2020v4.0
Gross Receipts
$34,503,429
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$33,226,845$36,692,417▲ $3,465,572
Investments in Publicly Traded Securities$29,594,152$32,808,096▲ $3,213,944
Savings and Temporary Cash Investments$255,180$1,519,681▲ $1,264,501
Cash and Non-Interest-Bearing Accounts$821,902$1,085,849▲ $263,947
Accounts Receivable$2,185,156$960,748▼ $1,224,408
Land, Buildings, and Equipment, Net$109,148$63,382▼ $45,766
Total Assets$33,268,598$36,742,311▲ $3,473,713
Other Assets Total$303,060$304,555▲ $1,495
Liabilities
Other Liabilities-$36,585-
Accounts Payable and Accrued Expenses$41,753$13,309▼ $28,444
Total Liabilities$41,753$49,894▲ $8,141
Net Assets / Fund Balance
Total Net Assets Fund Balance$33,226,845$36,692,417▲ $3,465,572
Total Liabilities and Net Assets / Fund Balance$33,268,598$36,742,311▲ $3,473,713

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$63,382$194,029$257,411
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleBaseTotal
Jeanna TalamoFund Adminis$114,471$114,471

Board Members and Trustees

NameTitle
Andrew TalamoTrustee
TOM D'AMBROSIOTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
MeritainClaims Processo300 CORPORATE PARKWAY, Amherst, NY 14226$1,056,491
Health ReviewClaims Consulta243 MANHATTAN AVENUE, Tuckahoe, NY 10707$342,000
Gorlick Kravitz ListausLegal17 STATE ST 4TH FLOOR, New York, NY 10004$147,446
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$24,019,484
Investment Income
$591,651
Other Revenue
$0
Change in Net Assets
$3,641,549

Audited Revenue Reconciliation

Revenue per Audited Statements
$24,606,135
Revenue Not Reported on Financial Statements
$5,000
Revenue Not Reported on Form 990
$-175,977
Total Revenue per Audited Statements
$24,430,158
Total Revenue per Form 990
$24,611,135
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,159,723
Salaries, Compensation, and Employee Benefits$511,200
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$18,298,663
Fees for Services Other---$1,620,875
Other Salaries and Wages---$391,556
Fees for Services Legal---$147,446
Other Employee Benefits---$87,377
Occupancy---$82,967
Depreciation Depletion---$68,218
Office Expenses---$52,697
Payroll Taxes---$32,267
All Other Expenses---$32,110
Fees for Services Accounting---$32,000
Insurance---$23,172
Other Expenses---$8,815
Fees for Service Investment Mgmnt Fees---$5,000
Total Functional Expenses$0$0$0$20,969,586

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$20,969,586
Expenses per Audited Statements$20,964,586
Total Expenses per Audited Statements$20,964,586
Expenses Not Reported on Financial Statements$5,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Uctie 401k$36,585
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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
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
7185132477
Address
40-26 235TH ST, DOUGLASTON, NY 11363

Signing Officer

Name
Andrew Talamo
Title
Trustee
Phone
7185132477
Signed
2021-10-25
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
14

Preparer

Firm
Castiglia Llp
Address
134 BURR RD, EAST NORTHPORT, NY 11731
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 Appendix341 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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0CONTR CON
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0MULTIPLE PARTICIPATING SHOPS SIGNED TO CBA. EMPLOYER CONTRIBUTIONS ARE MADE TO PROVIDE WELFARE BENEFITS TO THEIR EMPLOYEES. LIST ATTACHED
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R
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IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt036742311
IRS990/TotalAssetsGrp/BOYAmt033268598
IRS990/TotalAssetsGrp/EOYAmt036742311
IRS990/TotalCompGreaterThan150KInd0false
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt020969586
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt041753
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IRS990/TotalLiabilitiesGrp/BOYAmt041753
IRS990/TotalLiabilitiesGrp/EOYAmt049894
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt036742311
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt040-26 235 TH ST
IRS990/USAddress/CityNm0DOUGLASTON
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd011363
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0HTTP://UNITEDBENEFITFUND.ORG/
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW TALAMO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-25
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EAST NORTHPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011731
ReturnHeader/PreparerPersonGrp/PhoneNum06314867830
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT V CASTIGLIA CPA
ReturnHeader/ReturnTs02021-10-30T09:34:08-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANDREW
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TALAMO
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,742,311
Liabilities
$49,894
Net assets
$36,692,417
Revenue
$24,611,135
Expenses
$20,969,586
Net income
$3,641,549
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