Civic Intelligence

Benevolent Fund of Local 9 Plumbers & Pipefitters Inc.

990 • Fiscal year 2024 • EIN 61-1722672

Jul 01, 2023 to Jun 30, 2024 • Filed on Sep 13, 2024

Organization ProfileN/A
2 Iron Ore Road Route 33Englishtown, NJ 07726

(732) 792-1999

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2024 filings • NTEE P20 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

2024 filings • NTEE P20 • $1M-$5M nonprofits • Source year 2024

Net Margin

91st percentile

80%

Higher net margin than 91% of similar nonprofits.

2024 filings • NTEE P20 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • NTEE P20 • $1M-$5M nonprofits • Source year 2024

Asset Growth

61st percentile

16%

Faster asset growth than 61% of similar nonprofits.

2024 filings • NTEE P20 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

96%

Faster revenue growth than 85% of similar nonprofits.

2024 filings • NTEE P20 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,722,706

Up $236,142 (+16%) from 2023

Net Assets

Up

$1,722,706

Up $236,142 (+16%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin91st percentile

Revenue

Up

$275,009

Up $134,962 (+96%) from 2023

Expenses

Down

$56,099

Down $24,737 (-31%) from 2023

Net Income

Up

$218,910

Up $159,699 (+270%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2014: $318,604Liabilities 2014: $0Net Assets 2014: $318,6042014Assets 2015: $667,211Liabilities 2015: $0Net Assets 2015: $667,2112015Assets 2016: $1,078,735Liabilities 2016: $0Net Assets 2016: $1,078,7352016Assets 2017: $1,247,542Liabilities 2017: $0Net Assets 2017: $1,247,5422017Assets 2018: $1,515,883Liabilities 2018: $0Net Assets 2018: $1,515,8832018Assets 2019: $1,664,443Liabilities 2019: $0Net Assets 2019: $1,664,4432019Assets 2020: $1,446,104Liabilities 2020: $0Net Assets 2020: $1,446,1042020Assets 2021: $1,368,691Liabilities 2021: $0Net Assets 2021: $1,368,6912021Assets 2022: $1,378,402Liabilities 2022: $0Net Assets 2022: $1,378,4022022Assets 2023: $1,486,564Liabilities 2023: $0Net Assets 2023: $1,486,5642023Assets 2024: $1,722,706Liabilities 2024: $0Net Assets 2024: $1,722,7062024Assets 2025: $1,916,652Liabilities 2025: $0Net Assets 2025: $1,916,6522025

Highlighted filing

2024

Assets$1,722,706
Liabilities$0
Net Assets$1,722,706
Open 2024 Filing

Operations Trend

Revenue Growth85th percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2014: $334,464Expenses 2014: $15,860Net Income 2014: $318,6042014Revenue 2015: $401,299Expenses 2015: $52,692Net Income 2015: $348,6072015Revenue 2016: $448,162Expenses 2016: $36,638Net Income 2016: $411,5242016Revenue 2017: $265,882Expenses 2017: $97,075Net Income 2017: $168,8072017Revenue 2018: $352,811Expenses 2018: $84,470Net Income 2018: $268,3412018Revenue 2019: $260,983Expenses 2019: $112,423Net Income 2019: $148,5602019Revenue 2020: $216,009Expenses 2020: $434,348Net Income 2020: -$218,3392020Revenue 2021: $145,870Expenses 2021: $211,161Net Income 2021: -$65,2912021Revenue 2022: $182,707Expenses 2022: $105,041Net Income 2022: $77,6662022Revenue 2023: $140,047Expenses 2023: $80,836Net Income 2023: $59,2112023Revenue 2024: $275,009Expenses 2024: $56,099Net Income 2024: $218,9102024Revenue 2025: $282,309Expenses 2025: $93,681Net Income 2025: $188,6282025

Highlighted filing

2024

Revenue$275,009
Expenses$56,099
Net Income$218,910
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 13, 2024
Return Version
2023v5.1
Gross Receipts
$275,009
Mission and Program Overview

Mission

Charitable and educational with purposes such as, relief of the poor, distressed or underprivileged; the advancement of education;the involvement of its members in civic activities and functions to promote the well being of the citizens of the State of NJ.......

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,131,655$1,080,418▼ $51,237
Investments in Publicly Traded Securities$354,909$642,288▲ $287,379
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,486,564$1,722,706▲ $236,142
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,486,564$1,722,706▲ $236,142
Total Net Assets Fund Balance$1,486,564$1,722,706▲ $236,142
Total Liabilities and Net Assets / Fund Balance$1,486,564$1,722,706▲ $236,142
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Wayne DialChairman
Brian F KearnsTrustee
Brian ThomsTrustee
Michael Dos SantosTrustee
Randall DavisTrustee
Todd MontgomeryTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$220,770
Program Service Revenue
$0
Investment Income
$54,239
Other Revenue
$0
Change in Net Assets
$218,910
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$56,099
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
Fees for Service Investment Mgmnt Fees-$6,516-$6,516
Other Expenses$10,305$4,000-$4,000
Fees for Services Accounting-$3,250-$3,250
Fees for Services Legal-$187-$187
Office Expenses-$71-$71
Total Functional Expenses$42,075$14,024$0$56,099
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
Lobbying 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
Yes
Audit committee
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
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 11B

“The Form 990 is prepared by the independent outside accountants and is based on the compiled financial statements. The return has been provided to the Officers and Trustees for their review prior to its submission.”

Form 990, Part VI, Section C, Line 19

“Governing documents and financial statements are made available upon request or may be examined at the address of the affiliated Local Union.”

Filing and Contact Details

Filer

Filer Name
Benevolent Fund
EIN
61-1722672
Phone
7327921999
Address
2 IRON ORE ROAD ROUTE 33, ENGLISHTOWN, NJ 07726

Signing Officer

Name
Wayne Dial
Title
Treasurer
Signed
2024-09-13
Discuss with paid preparer
Yes

Organization Details

Formed
2013
Legal Domicile
Nj
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
David a Gerson CPA & Associates Pc
Address
201 W PASSAIC ST STE 405, ROCHELLE PARK, NJ 07662
Preparer
David A Gerson
Phone
2018430444
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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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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0124912
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0198041
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0876754
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Form 990 is prepared by the independent outside accountants and is based on the compiled financial statements. The return has been provided to the Officers and Trustees for their review prior to its submission.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Governing documents and financial statements are made available upon request or may be examined at the address of the affiliated Local Union.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Plumbers & Pipefitters Local Union No 9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0220583720
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Local Union
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02 Iron Ore Road Route 33
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Englishtown
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd007726
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01486564
IRS990/TotalAssetsEOYAmt01722706
IRS990/TotalAssetsGrp/BOYAmt01486564
IRS990/TotalAssetsGrp/EOYAmt01722706
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0220770
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014024
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt042075
IRS990/TotalFunctionalExpensesGrp/TotalAmt056099
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01486564
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01722706
IRS990/TotalProgramServiceExpensesAmt042075
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt054239
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0275009
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01486564
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01722706
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt02 IRON ORE ROAD ROUTE 33
IRS990/USAddress/CityNm0ENGLISHTOWN
IRS990/USAddress/StateAbbreviationCd0NJ
IRS990/USAddress/ZIPCd007726
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WAYNE DIAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BENEVOLENT FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF LOCAL 9 PLUMBERS AND PIPEFITTERS
ReturnHeader/Filer/BusinessNameControlTxt0BENE
ReturnHeader/Filer/EIN0611722672
ReturnHeader/Filer/PhoneNum07327921999
ReturnHeader/Filer/USAddress/AddressLine1Txt02 IRON ORE ROAD ROUTE 33
ReturnHeader/Filer/USAddress/CityNm0ENGLISHTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007726
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223163246
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVID A GERSON CPA & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 W PASSAIC ST STE 405
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCHELLE PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007662
ReturnHeader/PreparerPersonGrp/PhoneNum02018430444
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David A Gerson
ReturnHeader/ReturnTs02024-09-13T08:13:31-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,722,706
Liabilities
$0
Net assets
$1,722,706
Revenue
$275,009
Expenses
$56,099
Net income
$218,910
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.92$0.00$1.92$0.28$0.09$0.19
2024Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.28$0.06$0.22
2023Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.14$0.08$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.18$0.11$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.15$0.21$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.22$0.43$0.22
2019Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.26$0.11$0.15
2018Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.35$0.08$0.27
2017Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.27$0.10$0.17
2016Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.45$0.04$0.41
2015Summary only. Only limited summary data is available for this year.$0.67$0.00$0.67$0.40$0.05$0.35
2014Summary only. Only limited summary data is available for this year.$0.32$0.00$0.32$0.33$0.02$0.32