Civic Intelligence

Livewell Health and Welfare Plan

EIN 61-6589977 • 501(c)9 • New Hyde Park, NY

RevokedNTEE Y43

Profile

To Fund Benefit Expenses

Revocation date: May 15, 2020

1979 Marcus Ave C115New Hyde Park, NY 11042

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

82nd percentile

0.26x

Higher debt load relative to assets than 82% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

74th percentile

0.18x

Higher debt load relative to revenue than 74% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Net Margin

76th percentile

20%

Higher net margin than 76% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

501(c)9 • $50M-$100M nonprofits • Source year 2024

Asset Growth

7th percentile

-46%

Faster asset growth than 7% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

11th percentile

-12%

Faster revenue growth than 11% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$37,895,293

Down $32,253,131 (-46%) from 2023

Liabilities

Up

$10,033,508

Up $1,920,193 (+24%) from 2023

Net Assets

Down

$27,861,785

Down $34,173,324 (-55%) from 2023

Operations
Liabilities / Revenue74th percentileNet Margin76th percentile

Revenue

Down

$55,193,974

Down $7,470,953 (-12%) from 2023

Expenses

Up

$44,235,473

Up $25,106,633 (+131%) from 2023

Net Income

Down

$10,958,501

Down $32,577,586 (-75%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth7th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80M$60M$40M$20M$0Assets 2019: $23,943,651Liabilities 2019: $909,005Net Assets 2019: $23,034,6462019Assets 2020: $29,562,504Liabilities 2020: $4,158,920Net Assets 2020: $25,403,5842020Assets 2021: $25,459,209Liabilities 2021: $6,578,892Net Assets 2021: $18,880,3172021Assets 2022: $22,422,010Liabilities 2022: $3,922,988Net Assets 2022: $18,499,0222022Assets 2023: $70,148,424Liabilities 2023: $8,113,315Net Assets 2023: $62,035,1092023Assets 2024: $37,895,293Liabilities 2024: $10,033,508Net Assets 2024: $27,861,7852024

Highlighted filing

2024

Assets$37,895,293
Liabilities$10,033,508
Net Assets$27,861,785
Open 2024 Filing

Operations Trend

Revenue Growth11th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80M$60M$40M$20M$0-$20MRevenue 2019: $19,008,098Expenses 2019: $7,520,697Net Income 2019: $11,487,4012019Revenue 2020: $26,173,007Expenses 2020: $23,804,069Net Income 2020: $2,368,9382020Revenue 2021: $28,165,084Expenses 2021: $34,688,351Net Income 2021: -$6,523,2672021Revenue 2022: $43,692,251Expenses 2022: $44,479,996Net Income 2022: -$787,7452022Revenue 2023: $62,664,927Expenses 2023: $19,128,840Net Income 2023: $43,536,0872023Revenue 2024: $55,193,974Expenses 2024: $44,235,473Net Income 2024: $10,958,5012024

Highlighted filing

2024

Revenue$55,193,974
Expenses$44,235,473
Net Income$10,958,501
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$37,895,293
Liabilities
$10,033,508
Net assets
$27,861,785
Revenue
$55,193,974
Expenses
$44,235,473
Net income
$10,958,501
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$37.9$10.0$27.9$55.2$44.2$11.0
2023Detailed filing. Detailed filing data is available for this year.$70.1$8.11$62.0$62.7$19.1$43.5
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.4$3.92$18.5$43.7$44.5$0.79
2021Detailed filing. Detailed filing data is available for this year.$25.5$6.58$18.9$28.2$34.7$6.52
2020Detailed filing. Detailed filing data is available for this year.$29.6$4.16$25.4$26.2$23.8$2.37
2019Summary only. Only limited summary data is available for this year.$23.9$0.91$23.0$19.0$7.52$11.5
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 14, 2025
Return Version
2023v6.0
Gross Receipts
$55,193,974
Mission and Program Overview

Mission

To Fund Benefit Expenses

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$22,344,447$37,281,479▲ $14,937,032
Cash and Non-Interest-Bearing Accounts$2,672,152$613,814▼ $2,058,338
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$25,016,599$37,895,293▲ $12,878,694
Other Assets Total-$0-
Liabilities
Other Liabilities$7,914,912$9,872,308▲ $1,957,396
Accounts Payable and Accrued Expenses$198,403$161,200▼ $37,203
Total Liabilities$8,113,315$10,033,508▲ $1,920,193
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$16,903,284$27,861,785▲ $10,958,501
Total Net Assets Fund Balance$16,903,284$27,861,785▲ $10,958,501
Total Liabilities and Net Assets / Fund Balance$25,016,599$37,895,293▲ $12,878,694
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Yehoshua KrupnickTrustee
Yoel GabayTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Total Plan ConceptsThird Party Admin571 McDonald Ave, Brooklyn, NY 11218$3,892,433
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$55,193,974
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$10,958,501
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,921,300
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---$39,314,173
Other Expenses---$4,898,455
Fees for Services Other---$22,845
Total Functional Expenses$0$0$0$44,235,473
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$9,872,308
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
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, Section A, Line 2

“Owner - Employee Relationship”

Form 990, Part VI, Section B, Line 11B

“The Form 990 is prepared by an outside firm based on the information provided by Livewell Health And Welfare Plan and is reviewed by the board of trustees before filing.”

Form 990, Part VI, Section C, Line 19

“This is an irc section 501(c)(9) voluntary employees beneficiary association whichcovers only elegible employees of the various participating companies. There is nosolicitation of contributions or involvement of the general public.the organization's governing documents and financial statements are available to membersof the veba upon written request to:livewell health and welfare plan1979 marcus avenew hyde park, ny 11042”

Filing and Contact Details

Filer

Filer Name
Livewell Health And Welfare Plan
EIN
61-6589977
Phone
7182606250
Address
1979 Marcus Ave C115, New Hyde Park, NY 11042

Signing Officer

Name
Yoel Gabay
Title
Trustee
Signed
2025-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brett Labrie
Formed
2017
Legal Domicile
Ny
Voting Board Members
2
Independent Board Members
0
Employees
1

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/ExplanationTxt1The Form 990 is prepared by an outside firm based on the information provided by Livewell Health And Welfare Plan and is reviewed by the board of trustees before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THIS IS AN IRC SECTION 501(C)(9) VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION WHICHCOVERS ONLY ELEGIBLE EMPLOYEES OF THE VARIOUS PARTICIPATING COMPANIES. THERE IS NOSOLICITATION OF CONTRIBUTIONS OR INVOLVEMENT OF THE GENERAL PUBLIC.THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO MEMBERSOF THE VEBA UPON WRITTEN REQUEST TO:LIVEWELL HEALTH AND WELFARE PLAN1979 MARCUS AVENEW HYDE PARK, NY 11042
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Fasten Halberstam LLP
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/ReturnTs02025-08-14T11:43:38-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

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