Civic Intelligence

Tri State Joint Fund

990 • Fiscal year 2014 • EIN 06-0850110

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 07, 2015

Organization ProfileN/A

View Organization Page

25 Research DriveCheshire, CT 06460

(203) 876-3110

Siviq Scores

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

Liabilities / Assets

81st percentile

0.32x

Higher debt load relative to assets than 81% of similar nonprofits.

2014 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2014

Liabilities / Revenue

57th percentile

0.08x

Higher debt load relative to revenue than 57% of similar nonprofits.

2014 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2014

Net Margin

43rd percentile

0.7%

Higher net margin than 43% of similar nonprofits.

2014 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2014

Top Officer Pay

67th percentile

$170,881

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2014 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2014

Asset Growth

92nd percentile

31%

Faster asset growth than 92% of similar nonprofits.

2014 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2013 to 2014

Revenue Growth

42nd percentile

2.5%

Faster revenue growth than 42% of similar nonprofits.

2014 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$20,121,384

Up $4,751,401 (+31%) from 2013

Net Assets

Up

$13,699,576

Up $1,394,143 (+11%) from 2013

Liabilities

Up

$6,421,808

Up $3,357,258 (+110%) from 2013

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin43rd percentile

Revenue

Up

$82,257,760

Up $2,013,540 (+2.5%) from 2013

Expenses

Up

$81,652,819

Up $1,262,322 (+1.6%) from 2013

Net Income

Up

$604,941

Up $751,218 (+514%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$40M$30M$20M$10M$0Assets 2011: $16,206,546Liabilities 2011: $3,595,688Net Assets 2011: $12,610,8582011Assets 2012: $14,997,874Liabilities 2012: $2,943,996Net Assets 2012: $12,053,8782012Assets 2013: $15,369,983Liabilities 2013: $3,064,550Net Assets 2013: $12,305,4332013Assets 2014: $20,121,384Liabilities 2014: $6,421,808Net Assets 2014: $13,699,5762014Assets 2015: $17,711,543Liabilities 2015: $4,687,809Net Assets 2015: $13,023,7342015Assets 2016: $18,432,144Liabilities 2016: $5,264,577Net Assets 2016: $13,167,5672016Assets 2017: $18,771,399Liabilities 2017: $4,503,037Net Assets 2017: $14,268,3622017Assets 2018: $22,626,447Liabilities 2018: $7,210,459Net Assets 2018: $15,415,9882018Assets 2019: $25,624,574Liabilities 2019: $8,727,852Net Assets 2019: $16,896,7222019Assets 2020: $27,508,191Liabilities 2020: $9,328,506Net Assets 2020: $18,179,6852020Assets 2021: $32,141,360Liabilities 2021: $9,820,746Net Assets 2021: $22,320,6142021Assets 2022: $32,402,096Liabilities 2022: $12,283,855Net Assets 2022: $20,118,2412022Assets 2023: $32,248,972Liabilities 2023: $11,145,732Net Assets 2023: $21,103,2402023Assets 2024: $37,915,677Liabilities 2024: $16,872,525Net Assets 2024: $21,043,1522024

Highlighted filing

2014

Assets$20,121,384
Liabilities$6,421,808
Net Assets$13,699,576
Open 2014 Filing

Operations Trend

Revenue Growth42nd percentile

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

$150M$100M$50M$0-$50MExpenses 2011: $78,091,8532011Expenses 2012: $79,387,2302012Revenue 2013: $80,244,220Expenses 2013: $80,390,497Net Income 2013: -$146,2772013Revenue 2014: $82,257,760Expenses 2014: $81,652,819Net Income 2014: $604,9412014Revenue 2015: $86,438,232Expenses 2015: $86,111,011Net Income 2015: $327,2212015Revenue 2016: $92,650,513Expenses 2016: $92,256,699Net Income 2016: $393,8142016Revenue 2017: $95,638,764Expenses 2017: $95,187,279Net Income 2017: $451,4852017Revenue 2018: $94,624,257Expenses 2018: $93,225,063Net Income 2018: $1,399,1942018Revenue 2019: $105,951,135Expenses 2019: $104,646,451Net Income 2019: $1,304,6842019Revenue 2020: $101,677,392Expenses 2020: $100,625,539Net Income 2020: $1,051,8532020Revenue 2021: $116,738,191Expenses 2021: $111,095,592Net Income 2021: $5,642,5992021Revenue 2022: $121,802,398Expenses 2022: $121,692,929Net Income 2022: $109,4692022Revenue 2023: $124,254,227Expenses 2023: $125,327,371Net Income 2023: -$1,073,1442023Revenue 2024: $142,988,717Expenses 2024: $144,382,628Net Income 2024: -$1,393,9112024

Highlighted filing

2014

Revenue$82,257,760
Expenses$81,652,819
Net Income$604,941
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 7, 2015
Return Version
2013v4.0
Gross Receipts
$87,617,615
Mission and Program Overview

Mission

Provide self-insured health and welfare benefits to members covered under collective bargaining agreements negotiated by teamster locals.

Self-insured health benefit plan

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$12,305,433$13,699,576▲ $1,394,143
Investments in Publicly Traded Securities$11,378,478$11,008,737▼ $369,741
Savings and Temporary Cash Investments$2,677,430$5,819,994▲ $3,142,564
Accounts Receivable-$1,255,515-
Land, Buildings, and Equipment, Net$452,721$435,244▼ $17,477
Prepaid Expenses and Deferred Charges$44,995$93,866▲ $48,871
Cash and Non-Interest-Bearing Accounts-$89,016-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$15,369,983$20,121,384▲ $4,751,401
Other Assets Total$816,359$1,419,012▲ $602,653
Liabilities
Other Liabilities$1,902,191$4,915,366▲ $3,013,175
Accounts Payable and Accrued Expenses$1,162,359$1,506,442▲ $344,083
Total Liabilities$3,064,550$6,421,808▲ $3,357,258
Net Assets / Fund Balance
Total Net Assets Fund Balance$12,305,433$13,699,576▲ $1,394,143
Total Liabilities and Net Assets / Fund Balance$15,369,983$20,121,384▲ $4,751,401

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$221,375$3,451,644$3,673,019
Other Land Buildings$58,773$918,967$977,740
Land$152,788-$152,788
Equipment$2,308$20,773$23,081
Other Assets Org$1,394,508--
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patricia SandilloExecutive DirectorFT$134,881$36,000$170,881

Board Members and Trustees

NameTitle
Dennis McguireEmployer Co-chairman & Tru
Dennis RaymondUnion Co-chairman & Truste
Alan FreohlichEmployer Trustee
Anthony CappellaEmployer Trustee
Craig TimpsonEmployer Trustee
Donald ShubertEmployer Trustee
Helga SchmidtEmployer Trustee
James StackEmployer Trustee
Kenneth PauzeEmployer Trustee
Nicholas ReutEmployer Trustee
Paul NovakEmployer Trustee
Raymond OnegliaEmployer Trustee
Robert Sullivan JrEmployer Trustee
Scott ThomsonEmployer Trustee
Timothy CaseyEmployer Trustee
Bevan SweetUnion Trustee
Christopher RoosUnion Trustee
Daniel DursoUnion Trustee
Daniel FlanaganUnion Trustee
Ed RooneyUnion Trustee
Frank RossiUnion Trustee
Glenn BarksdaleUnion Trustee
John CapobiancoUnion Trustee
John LupacchinoUnion Trustee
Robert FlynnUnion Trustee
Thomas BayusikUnion Trustee
Thomas SchlinkUnion Trustee
Victor SantiagoUnion Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Robert M Cheverie & AssocLegal-$319,746
The Segal CompanyActuarial-$242,305
Sm Esposito & Company PCAccounting/auditing-$177,480
EmdeonabfPrinting/mailing-$128,496
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$81,503,332
Investment Income
$751,679
Other Revenue
$2,749
Change in Net Assets
$604,941

Audited Revenue Reconciliation

Revenue per Audited Statements
$82,257,760
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$789,202
Total Revenue per Audited Statements
$83,046,962
Total Revenue per Form 990
$82,257,760
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,685,003
Salaries, Compensation, and Employee Benefits$1,354,835
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$78,612,981
Other Salaries and Wages---$625,410
Office Expenses---$415,893
Fees for Services Legal---$361,746
Fees for Services Other---$285,939
Pension Plan Contributions---$277,868
Other Employee Benefits---$250,430
Fees for Services Accounting---$177,480
Current Officers, Directors, Trustees, and Key Employees---$134,881
Occupancy---$110,962
Other Expenses---$80,960
Fees for Service Investment Mgmnt Fees---$72,876
Payroll Taxes---$66,246
Depreciation Depletion---$57,307
Insurance---$49,430
Conferences and Meetings---$40,295
Travel---$32,115
Total Functional Expenses$0$0$0$81,652,819

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$81,652,819
Expenses per Audited Statements$81,620,819
Total Expenses per Audited Statements$81,620,819
Expenses Not Reported on Financial Statements$32,000
Other Expense Adjustments$32,000
Expenses Not Reported on Form 990$0
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 Anthem$3,727,681
Due to Affiliates$961,477
Health Benefit Reconciliation$194,208
Claims Incurred But Not Received$32,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
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
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 B, Line 11

“Form 990 is reviewed in person with the co-chairmen and the executive director prior to filing of the return.”

Form 990, Part VI, Section B, Line 15B

“The co-chairmen review and adjust the compensation of the executive director on an annual basis.”

Form 990, Part VI, Section C, Line 19

“Tri-state joint fund does not make available to the general public any of its governing documents, conflict of interest policy or financial statements.”

Filing and Contact Details

Filer

EIN
06-0850110
Phone
2038763110

Signing Officer

Name
John Capobianco
Title
Union Co-chairman
Phone
2038763103
Signed
2015-02-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Capobianco
Formed
1968
Legal Domicile
Ct
Voting Board Members
28
Independent Board Members
28
Employees
15
Volunteers
0

Preparer

Preparer
Dana Harvey CPA
Phone
2033877771
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 2A

“Forms w-2: tristate joint fund also issues fomrs w-2 for the disability (third party sick pay) offered by the plan. There were a total of 259 w-2's issued for this benefit for the calendar year 2013.”

Form 990, Part X11, Line 2C

“Oversight responsibility there has been no change in the oversight responsibility. The trustee's assume responbilbility for the audit process including selection of the independent auditor.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require the plan to evaluate tax positions taken and to recognize a tax liability for any uncertain position that more likely than not would not be sustained upon examination by the irs. The plan is subject to routine audits by tax authorities; however, there are currently no audits for any tax periods in progress. The plan files its form 990 in the u.s. Federal jurisdiction. The plan believes that the income tax returns for years ended june 30, 2010 and prior are closed years and therefore, are not subject to the audit process.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in benefit obligation 32,000.”

Raw XML AppendixShowing 400 of 709 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01162359
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01506442
IRS990/AccountsReceivableGrp/EOYAmt01255515
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SELF-INSURED HEALTH BENEFIT PLAN
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt078612981
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10SHARON AGNELLO
IRS990/BooksInCareOfDetail/PhoneNum02038763103
IRS990/BooksInCareOfDetail/USAddress/AddressLine1025 RESEARCH DRIVE
IRS990/BooksInCareOfDetail/USAddress/City0MILFORD
IRS990/BooksInCareOfDetail/USAddress/State0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCode006460
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/EOYAmt089016
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt04
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0134881
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/TotalAmt040295
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0319746
IRS990/ContractorCompensationGrp/CompensationAmt1242305
IRS990/ContractorCompensationGrp/CompensationAmt2177480
IRS990/ContractorCompensationGrp/CompensationAmt3128496
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine10333 EAST RIVER DRIVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine11CHURCH STREET STATION P O BOX 4059
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine123013 DIXWELL AVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine133183 RIDER TRAIL SOUTH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City0EAST HARTFORD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City1NEW YORK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City2HAMDEN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City3EARTH CITY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State0CT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State1NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State2CT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State3MO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode006108
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode1102614059
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode206763
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode363045
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine10ROBERT M CHEVERIE & ASSOC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine11THE SEGAL COMPANY
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine12SM ESPOSITO & COMPANY PC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine13EMDEONABF
IRS990/ContractorCompensationGrp/ServicesDesc0LEGAL
IRS990/ContractorCompensationGrp/ServicesDesc1ACTUARIAL
IRS990/ContractorCompensationGrp/ServicesDesc2ACCOUNTING/AUDITING
IRS990/ContractorCompensationGrp/ServicesDesc3PRINTING/MAILING
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt078612981
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0751679
IRS990/CYOtherExpensesAmt01685003
IRS990/CYOtherRevenueAmt02749
IRS990/CYProgramServiceRevenueAmt081503332
IRS990/CYRevenuesLessExpensesAmt0604941
IRS990/CYSalariesCompEmpBnftPaidAmt01354835
IRS990/CYTotalExpensesAmt081652819
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt082257760
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt057307
IRS990/Desc0THE FUND OPERATES UNDER A TRUST AGREEMENT FOR THE PURPOSEOF MAKING BENEFIT PAYMENTS TO MEMBERS OF THE TRI-STATETEAMSTERS HEALTH SERVICES & INSURANCE PLAN, THESE BENEFITS COVER HOSPITAL,SURGICAL, PRESCRIPTION DRUG, HOME HEALTH CARE AND DEATH BENEFITS FOR 11,068 MEMBERS PLUS THEIR DEPENDENTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt015
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt0177480
IRS990/FeesForServicesLegalGrp/TotalAmt0361746
IRS990/FeesForServicesOtherGrp/TotalAmt0285939
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt072876
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt14.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt24.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt54.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt64.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt104.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt114.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt134.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt142.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt152.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt164.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt172.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt184.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt194.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt202.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt212.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt222.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt232.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt242.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt254.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt264.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt274.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt94.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt201.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt211.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt221.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt231.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt251.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt261.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt271.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt281.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd22X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd23X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd24X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd25X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd26X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd27X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd28X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2436000
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt260
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt270
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt280
IRS990/Form990PartVIISectionAGrp/PersonNm0DENNIS RAYMOND
IRS990/Form990PartVIISectionAGrp/PersonNm1DANIEL FLANAGAN
IRS990/Form990PartVIISectionAGrp/PersonNm2THOMAS BAYUSIK
IRS990/Form990PartVIISectionAGrp/PersonNm3ANTHONY CAPPELLA
IRS990/Form990PartVIISectionAGrp/PersonNm4RAYMOND ONEGLIA
IRS990/Form990PartVIISectionAGrp/PersonNm5FRANK ROSSI
IRS990/Form990PartVIISectionAGrp/PersonNm6VICTOR SANTIAGO
IRS990/Form990PartVIISectionAGrp/PersonNm7ROBERT SULLIVAN JR
IRS990/Form990PartVIISectionAGrp/PersonNm8SCOTT THOMSON
IRS990/Form990PartVIISectionAGrp/PersonNm9DENNIS MCGUIRE
IRS990/Form990PartVIISectionAGrp/PersonNm10THOMAS SCHLINK
IRS990/Form990PartVIISectionAGrp/PersonNm11BEVAN SWEET
IRS990/Form990PartVIISectionAGrp/PersonNm12NICHOLAS REUT
IRS990/Form990PartVIISectionAGrp/PersonNm13JOHN LUPACCHINO
IRS990/Form990PartVIISectionAGrp/PersonNm14CRAIG TIMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm15DONALD SHUBERT
IRS990/Form990PartVIISectionAGrp/PersonNm16DANIEL DURSO
IRS990/Form990PartVIISectionAGrp/PersonNm17ALAN FREOHLICH
IRS990/Form990PartVIISectionAGrp/PersonNm18CHRISTOPHER ROOS
IRS990/Form990PartVIISectionAGrp/PersonNm19GLENN BARKSDALE
IRS990/Form990PartVIISectionAGrp/PersonNm20PAUL NOVAK
IRS990/Form990PartVIISectionAGrp/PersonNm21JAMES STACK
IRS990/Form990PartVIISectionAGrp/PersonNm22TIMOTHY CASEY
IRS990/Form990PartVIISectionAGrp/PersonNm23HELGA SCHMIDT
IRS990/Form990PartVIISectionAGrp/PersonNm24PATRICIA SANDILLO
IRS990/Form990PartVIISectionAGrp/PersonNm25KENNETH PAUZE
IRS990/Form990PartVIISectionAGrp/PersonNm26JOHN CAPOBIANCO
IRS990/Form990PartVIISectionAGrp/PersonNm27ROBERT FLYNN
IRS990/Form990PartVIISectionAGrp/PersonNm28ED ROONEY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt24134881
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/TitleTxt0UNION CO-CHAIRMAN & TRUSTE
IRS990/Form990PartVIISectionAGrp/TitleTxt1UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9EMPLOYER CO-CHAIRMAN & TRU
IRS990/Form990PartVIISectionAGrp/TitleTxt10UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt23EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt24EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt26UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt27UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt28UNION TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01968
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0527056
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt028
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05886911
IRS990/GrossReceiptsAmt087617615
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt028
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt049430
IRS990/InvestmentIncomeGrp/ExclusionAmt0224623
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0224623
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt011378478
IRS990/InvestmentsPubTradedSecGrp/EOYAmt011008737
IRS990/IRPDocumentCnt019
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04391384
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0452721
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0435244
IRS990/LandBldgEquipCostOrOtherBssAmt04826628
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05359855
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE SELF-INSURED HEALTH AND WELFARE BENEFITS TO MEMBERS COVERED UNDER COLLECTIVE BARGAINING AGREEMENTS NEGOTIATED BY TEAMSTER LOCALS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt012305433
IRS990/NetAssetsOrFundBalancesEOYAmt013699576
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0527056
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0527056
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0789202
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0110962
IRS990/OfficeExpensesGrp/TotalAmt0415893
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0816359
IRS990/OtherAssetsTotalGrp/EOYAmt01419012
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0250430
IRS990/OtherExpensesGrp/Desc0OUTSIDE SERVICES
IRS990/OtherExpensesGrp/TotalAmt080960
IRS990/OtherLiabilitiesGrp/BOYAmt01902191
IRS990/OtherLiabilitiesGrp/EOYAmt04915366
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0SECURITY LITIGATION PROCEEDS
IRS990/OtherRevenueMiscGrp/Desc1RENTAL INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01549

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,121,384
Liabilities
$6,421,808
Net assets
$13,699,576
Revenue
$82,257,760
Expenses
$81,652,819
Net income
$604,941
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$37.9$16.9$21.0$143$144$1.39
2023Detailed filing. Detailed filing data is available for this year.$32.2$11.1$21.1$124$125$1.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.4$12.3$20.1$122$122$0.11
2021Detailed filing. Detailed filing data is available for this year.$32.1$9.82$22.3$117$111$5.64
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.5$9.33$18.2$102$101$1.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.6$8.73$16.9$106$105$1.30
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.6$7.21$15.4$94.6$93.2$1.40
2017Detailed filing. Detailed filing data is available for this year.$18.8$4.50$14.3$95.6$95.2$0.45
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.4$5.26$13.2$92.7$92.3$0.39
2015Detailed filing. Detailed filing data is available for this year.$17.7$4.69$13.0$86.4$86.1$0.33
2014Detailed filing. Detailed filing data is available for this year.$20.1$6.42$13.7$82.3$81.7$0.60
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.4$3.06$12.3$80.2$80.4$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.0$2.94$12.1$79.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.2$3.60$12.6$78.1
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)9 • $50M-$100M nonprofits