Civic Intelligence

Teamsters Local 653 Welfare Fund

990 • Fiscal year 2023 • EIN 04-2149479

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 19, 2024

Organization ProfileN/A

View Organization Page

4 B Hampden DriveSouth Easton, MA 02375

(508) 230-7140

Siviq Scores

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

Liabilities / Assets

50th percentile

0.02x

Higher debt load relative to assets than 50% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

51st percentile

0.05x

Higher debt load relative to revenue than 51% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2023

Net Margin

18th percentile

-7.3%

Higher net margin than 18% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2023

Asset Growth

39th percentile

4.1%

Faster asset growth than 39% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

22nd percentile

-5.9%

Faster revenue growth than 22% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$66,889,341

Up $2,650,080 (+4.1%) from 2022

Net Assets

Up

$65,227,536

Up $2,263,196 (+3.6%) from 2022

Liabilities

Up

$1,661,805

Up $386,884 (+30%) from 2022

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin18th percentile

Revenue

Down

$31,447,489

Down $1,987,085 (-5.9%) from 2022

Expenses

Up

$33,756,692

Up $2,903,527 (+9.4%) from 2022

Net Income

Down

-$2,309,203

Down $4,890,612 (-189%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$80M$60M$40M$20M$0Assets 2010: $44,113,223Liabilities 2010: $3,189,758Net Assets 2010: $40,923,4652010Assets 2011: $44,967,633Liabilities 2011: $2,916,479Net Assets 2011: $42,051,1542011Assets 2012: $48,060,148Liabilities 2012: $3,079,353Net Assets 2012: $44,980,7952012Assets 2013: $50,963,168Liabilities 2013: $2,629,858Net Assets 2013: $48,333,3102013Assets 2014: $53,403,537Liabilities 2014: $2,422,554Net Assets 2014: $50,980,9832014Assets 2015: $54,157,845Liabilities 2015: $3,228,370Net Assets 2015: $50,929,4752015Assets 2016: $55,804,741Liabilities 2016: $2,802,042Net Assets 2016: $53,002,6992016Assets 2017: $59,156,317Liabilities 2017: $2,891,752Net Assets 2017: $56,264,5652017Assets 2018: $56,717,236Liabilities 2018: $3,471,294Net Assets 2018: $53,245,9422018Assets 2019: $63,225,791Liabilities 2019: $1,726,782Net Assets 2019: $61,499,0092019Assets 2020: $69,783,998Liabilities 2020: $3,830,121Net Assets 2020: $65,953,8772020Assets 2021: $71,353,172Liabilities 2021: $2,444,123Net Assets 2021: $68,909,0492021Assets 2022: $64,239,261Liabilities 2022: $1,274,921Net Assets 2022: $62,964,3402022Assets 2023: $66,889,341Liabilities 2023: $1,661,805Net Assets 2023: $65,227,5362023Assets 2024: $69,696,950Liabilities 2024: $3,296,827Net Assets 2024: $66,400,1232024

Highlighted filing

2023

Assets$66,889,341
Liabilities$1,661,805
Net Assets$65,227,536
Open 2023 Filing

Operations Trend

Revenue Growth22nd percentile

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

$40M$30M$20M$10M$0-$10MExpenses 2010: $20,009,4262010Expenses 2011: $17,986,1522011Expenses 2012: $18,714,4372012Revenue 2013: $21,004,522Expenses 2013: $18,984,571Net Income 2013: $2,019,9512013Revenue 2014: $22,901,763Expenses 2014: $19,815,228Net Income 2014: $3,086,5352014Revenue 2015: $21,550,520Expenses 2015: $20,012,980Net Income 2015: $1,537,5402015Revenue 2016: $23,609,145Expenses 2016: $21,983,819Net Income 2016: $1,625,3262016Revenue 2017: $23,513,303Expenses 2017: $22,359,420Net Income 2017: $1,153,8832017Revenue 2018: $25,478,850Expenses 2018: $24,646,974Net Income 2018: $831,8762018Revenue 2019: $26,995,795Expenses 2019: $23,037,940Net Income 2019: $3,957,8552019Revenue 2020: $30,477,733Expenses 2020: $28,300,713Net Income 2020: $2,177,0202020Revenue 2021: $32,591,665Expenses 2021: $30,444,465Net Income 2021: $2,147,2002021Revenue 2022: $33,434,574Expenses 2022: $30,853,165Net Income 2022: $2,581,4092022Revenue 2023: $31,447,489Expenses 2023: $33,756,692Net Income 2023: -$2,309,2032023Revenue 2024: $34,731,433Expenses 2024: $34,933,631Net Income 2024: -$202,1982024

Highlighted filing

2023

Revenue$31,447,489
Expenses$33,756,692
Net Income-$2,309,203
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 19, 2024
Return Version
2023v5.1
Gross Receipts
$41,683,833
Mission and Program Overview

Mission

Provide health benefits to members of the sponsoring organization under collective bargaining agreement

Provide health benefits to members of sponsoring organization under cba

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$62,964,340$65,227,536▲ $2,263,196
Investments in Publicly Traded Securities$44,209,244$42,610,081▼ $1,599,163
Investments Other Securities$8,806,333$15,616,873▲ $6,810,540
Accounts Receivable$2,802,264$2,206,789▼ $595,475
Cash and Non-Interest-Bearing Accounts$2,677,299$1,398,975▼ $1,278,324
Land, Buildings, and Equipment, Net$640,529$642,691▲ $2,162
Savings and Temporary Cash Investments$1,049,554$350,965▼ $698,589
Prepaid Expenses and Deferred Charges$13,434$14,019▲ $585
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$64,239,261$66,889,341▲ $2,650,080
Other Assets Total$4,040,604$4,048,948▲ $8,344
Liabilities
Other Liabilities$1,268,534$1,651,916▲ $383,382
Accounts Payable and Accrued Expenses$6,387$9,889▲ $3,502
Total Liabilities$1,274,921$1,661,805▲ $386,884
Net Assets / Fund Balance
Total Net Assets Fund Balance$62,964,340$65,227,536▲ $2,263,196
Total Liabilities and Net Assets / Fund Balance$64,239,261$66,889,341▲ $2,650,080

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$408,048$686,071$1,094,119
Equipment$119,443$229,316$348,759
Land$115,200-$115,200
Other Assets Org$3,786,723--
Other Securities$3,178,748--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
George WiesendangerTrustee
Michael ClarkTrustee
Michael EpsteinTrustee
Ronald DawberTrustee
William BurkeTrustee
William TraskTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue ShieldClaims Admin401 PARK DR 14, Boston, MA 02129$1,117,902
Regan AssociatesLegalclaims Fees45 SCHOOL ST 3, Boston, MA 02108$406,640
Morgan Stanley Smith BarneyInvestment Fees25 RECREATION PK DR, Hingham, MA 02043$377,761
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$30,353,483
Investment Income
$1,081,834
Other Revenue
$12,172
Change in Net Assets
$-2,309,203

Audited Revenue Reconciliation

Revenue per Audited Statements
$31,069,728
Revenue Not Reported on Financial Statements
$377,761
Revenue Not Reported on Form 990
$4,572,399
Total Revenue per Audited Statements
$35,642,127
Total Revenue per Form 990
$31,447,489
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,385,837
Salaries, Compensation, and Employee Benefits$437,737
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$30,933,118
Fees for Services Other---$384,347
Fees for Service Investment Mgmnt Fees---$377,761
Other Salaries and Wages---$249,849
Pension Plan Contributions---$93,938
Other Employee Benefits---$73,622
Fees for Services Accounting---$60,796
Fees for Services Legal---$47,622
Depreciation Depletion---$43,462
Insurance---$31,104
Payroll Taxes---$20,328
Office Expenses---$15,483
Information Technology---$14,143
Other Expenses---$12,897
All Other Expenses---$12,291
Occupancy---$10,134
Conferences and Meetings---$2,203
Total Functional Expenses$0$0$0$33,756,692

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$36,794,887
Total Expenses per Audited Statements$36,794,887
Total Expenses per Form 990$33,756,692
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-3,038,195
Other Expense Adjustments$-3,415,956
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
Health Claims Payable$1,636,384
Due to Affiliates$7,837
Right of Use Lease Liability$7,695
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
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 A, Line 6

“Collectively bargained multiemployer plan for members of teamsters local 653”

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

“Board of trustees has given authority to the fund administrator to review tax documentation before filing.”

Form 990, Part VI, Section B, Line 12

“As an employee benefit plan, the organization is subject to the conflicts of interest requirements of erisa”

Form 990, Part VI, Section B, Line 15

“Board of trustees reviews key employees compensation with comparability data annually.”

Form 990, Part VI, Section C, Line 19

“Governing documents and audited financial statements of the organization are available upon request”

Filing and Contact Details

Filer

Filer Name
Teamsters Local 653 Welfare Fund
EIN
04-2149479
Phone
5082307140
Address
4 B HAMPDEN DRIVE, SOUTH EASTON, MA 02375

Signing Officer

Name
Michael Clark
Title
Trustee
Phone
5082307140
Signed
2024-09-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Clark
Formed
1952
Legal Domicile
Ma
Voting Board Members
6
Independent Board Members
6
Employees
4
Volunteers
0

Preparer

Firm
Manzi & Associates LLC
Address
855 TURNPIKE STREET, NORTH ANDOVER, MA 01845
Preparer
Jeannie Mickel
Phone
9789751099
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“No change in oversight process or selection of independant accountant.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the department of labor and internal revenue service. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of december 31, 2023, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in benefits payable -3,415,956.”

Raw XML AppendixShowing 400 of 512 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.

Path#Value
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IRS990/OtherExpensesGrp/TotalAmt312897
IRS990/OtherLiabilitiesGrp/BOYAmt01268534
IRS990/OtherLiabilitiesGrp/EOYAmt01651916
IRS990/OtherOrganizationDsc0H&W FUND
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0CLASS ACTION SETTLEMENT
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt012172
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt012172
IRS990/OtherRevenueTotalAmt012172
IRS990/OtherSalariesAndWagesGrp/TotalAmt0249849
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt020328
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt093938
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt013434
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt014019
IRS990/PrincipalOfficerNm0MICHAEL CLARK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt029566012
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1787471
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt029566012
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1787471
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt028509036
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01803729
IRS990/PYOtherExpensesAmt01984534
IRS990/PYOtherRevenueAmt071515
IRS990/PYProgramServiceRevenueAmt031559330
IRS990/PYRevenuesLessExpensesAmt02581409
IRS990/PYSalariesCompEmpBnftPaidAmt0359595
IRS990/PYTotalExpensesAmt030853165
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt033434574
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-2309203
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt062964340
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt065227536
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01049554
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0350965
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0408048
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0686071
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01094119
IRS990ScheduleD/EquipmentGrp/BookValueAmt0119443
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0229316
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0348759
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-3038195
IRS990ScheduleD/ExpensesSubtotalAmt036794887
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0377761
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0377761
IRS990ScheduleD/LandGrp/BookValueAmt0115200
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0115200
IRS990ScheduleD/NetUnrealizedGainsInvstAmt04572399
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0125500
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1128987
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt27738
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt33786723
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INSURANCE DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1INVESTMENT INCOME ACCRUAL
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2RIGHT OF USE LEASE ASSET
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3BENEFITS RECEIVABLE
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-3415956
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01636384
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt17837
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt27695
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0HEALTH CLAIMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO AFFILIATES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2RIGHT OF USE LEASE LIABILITY
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt03424496
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt13089344
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt22943438
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt32980847
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt43178748
IRS990ScheduleD/OtherSecuritiesGrp/Desc0GUGGENHEIM LIMITED MUTUAL
IRS990ScheduleD/OtherSecuritiesGrp/Desc1PIMCO LOW DURATION
IRS990ScheduleD/OtherSecuritiesGrp/Desc2PIMCO INCOME FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc3FIDELITY TOTAL BOND
IRS990ScheduleD/OtherSecuritiesGrp/Desc4VANGUARD TOTAL STOCK
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/RevenueNotReportedAmt04572399
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0377761
IRS990ScheduleD/RevenueSubtotalAmt031069728
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE DEPARTMENT OF LABOR AND INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFITS PAYABLE -3,415,956.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0642691
IRS990ScheduleD/TotalBookValueOtherAssetsAmt04048948
IRS990ScheduleD/TotalBookValueSecuritiesAmt015616873
IRS990ScheduleD/TotalExpensesPerForm990Amt033756692
IRS990ScheduleD/TotalLiabilityAmt01651916
IRS990ScheduleD/TotalRevenuePerForm990Amt031447489
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt035642127
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt036794887
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COLLECTIVELY BARGAINED MULTIEMPLOYER PLAN FOR MEMBERS OF TEAMSTERS LOCAL 653
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD OF TRUSTEES HAS GIVEN AUTHORITY TO THE FUND ADMINISTRATOR TO REVIEW TAX DOCUMENTATION BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AS AN EMPLOYEE BENEFIT PLAN, THE ORGANIZATION IS SUBJECT TO THE CONFLICTS OF INTEREST REQUIREMENTS OF ERISA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD OF TRUSTEES REVIEWS KEY EMPLOYEES COMPENSATION WITH COMPARABILITY DATA ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS OF THE ORGANIZATION ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO CHANGE IN OVERSIGHT PROCESS OR SELECTION OF INDEPENDANT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd4N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd5N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd6N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd7N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd8N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd9N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd10N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd11N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd12N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd13N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd14N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd15N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd16N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd17N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileForeignCountryCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0AK
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd2CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd3MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd4MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd5MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd6MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd7MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd8MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd9MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd10MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd11MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd12MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd13OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd14MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd15MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd16MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd17KS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd18MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0ABF FREIGHT SYSTEM INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1AGGREGATE INDUSTRIES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2ALKAT TRANSPORT LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3ARAMARK UNIFORM SERVICES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4BURKE DISTRIBUTING CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5COLLINS CRANE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6FAIRSIDE TRUCKING INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7FRITO-LAY INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8HALLAMORE CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9HORIZON BEVERAGE COMPANY INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt10LORUSSO MATERIALS CORPPLAINVILLE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt11MARTIGNETTI COMPANIESUNITED LIQUORS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt12SM LORUSSO & SONS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt13SOUTHEASTERN CONCRETE INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt14UNITED PARCEL SERVICE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt15WH RILEY & SON INC (NA)
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt16WH RILEY & SON INC (TAUNTON)
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt17WILLIAMS POWER CORPORATION

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$66,889,341
Liabilities
$1,661,805
Net assets
$65,227,536
Revenue
$31,447,489
Expenses
$33,756,692
Net income
-$2,309,203
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$69.7$3.30$66.4$34.7$34.9$0.20
2023Detailed filing. Detailed filing data is available for this year.$66.9$1.66$65.2$31.4$33.8$2.31
2022Detailed filing. Detailed filing data is available for this year.$64.2$1.27$63.0$33.4$30.9$2.58
2021Detailed filing. Detailed filing data is available for this year.$71.4$2.44$68.9$32.6$30.4$2.15
2020Detailed filing. Detailed filing data is available for this year.$69.8$3.83$66.0$30.5$28.3$2.18
2019Detailed filing. Detailed filing data is available for this year.$63.2$1.73$61.5$27.0$23.0$3.96
2018Detailed filing. Detailed filing data is available for this year.$56.7$3.47$53.2$25.5$24.6$0.83
2017Detailed filing. Detailed filing data is available for this year.$59.2$2.89$56.3$23.5$22.4$1.15
2016Detailed filing. Detailed filing data is available for this year.$55.8$2.80$53.0$23.6$22.0$1.63
2015Detailed filing. Detailed filing data is available for this year.$54.2$3.23$50.9$21.6$20.0$1.54
2014Detailed filing. Detailed filing data is available for this year.$53.4$2.42$51.0$22.9$19.8$3.09
2013Detailed filing. Detailed filing data is available for this year.$51.0$2.63$48.3$21.0$19.0$2.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$48.1$3.08$45.0$18.7
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.0$2.92$42.1$18.0
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$44.1$3.19$40.9$20.0
Peer Organizations

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