Civic Intelligence

Tri State Joint Fund

990 • Fiscal year 2015 • EIN 06-0850110

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 01, 2016

Organization ProfileN/A

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25 Research DriveMilford, CT 06460

(203) 876-3120

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Balance Sheet

Assets

Down

$17,711,543

Down $2,409,841 (-12%) from 2014

Net Assets

Down

$13,023,734

Down $675,842 (-4.9%) from 2014

Liabilities

Down

$4,687,809

Down $1,733,999 (-27%) from 2014

Revenue And Expenses

Revenue

Up

$86,438,232

Up $4,180,472 (+5.1%) from 2014

Expenses

Up

$86,111,011

Up $4,458,192 (+5.5%) from 2014

Net Income

Down

$327,221

Down $277,720 (-46%) from 2014

Historical Trend

Balance Sheet Trend

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

2015

Assets$17,711,543
Liabilities$4,687,809
Net Assets$13,023,734
Open 2015 Filing

Operations Trend

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

2015

Revenue$86,438,232
Expenses$86,111,011
Net Income$327,221
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 1, 2016
Return Version
2014v6.0
Gross Receipts
$94,688,021
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$13,699,576$13,023,734▼ $675,842
Investments in Publicly Traded Securities$11,008,737$9,657,444▼ $1,351,293
Savings and Temporary Cash Investments$5,819,994$5,857,725▲ $37,731
Accounts Receivable$1,255,515--
Land, Buildings, and Equipment, Net$435,244$392,096▼ $43,148
Prepaid Expenses and Deferred Charges$93,866$86,120▼ $7,746
Cash and Non-Interest-Bearing Accounts$89,016$71,475▼ $17,541
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$20,121,384$17,711,543▼ $2,409,841
Other Assets Total$1,419,012$1,646,683▲ $227,671
Liabilities
Other Liabilities$4,915,366$3,658,704▼ $1,256,662
Accounts Payable and Accrued Expenses$1,506,442$1,029,105▼ $477,337
Total Liabilities$6,421,808$4,687,809▼ $1,733,999
Net Assets / Fund Balance
Total Net Assets Fund Balance$13,699,576$13,023,734▼ $675,842
Total Liabilities and Net Assets / Fund Balance$20,121,384$17,711,543▼ $2,409,841

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$203,901$3,469,118$3,673,019
Other Land Buildings$35,407$949,331$984,738
Land$152,788-$152,788
Equipment$0$23,081$23,081
Other Assets Org$209,612--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patricia Sandillo(former) Executive DirectorFT$86,024$77,200$163,224
Sharon AgnelloExecutive DirectorFT$106,077$40,000$146,077

Board Members and Trustees

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

Highest Paid Contractors

ContractorServicesLocationCompensation
Robert M Cheverie & AssocLegal333 EAST RIVER DRIVE, East Hartford, CT 06108$319,055
The Segal CompanyActuarialCHURCH STREET STATION P O BOX 4059, New York, NY 10261-4059$263,388
Sm Esposito & Company PCAccounting/auditing3013 DIXWELL AVE, Hamden, CT 06763$177,480
EmdeonabfPrinting/mailing3183 RIDER TRAIL SOUTH, Earth City, MO 63045$120,015
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$84,966,326
Investment Income
$1,468,638
Other Revenue
$3,268
Change in Net Assets
$327,221

Audited Revenue Reconciliation

Revenue per Audited Statements
$86,438,232
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-1,003,063
Total Revenue per Audited Statements
$85,435,169
Total Revenue per Form 990
$86,438,232
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,738,657
Salaries, Compensation, and Employee Benefits$1,249,138
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$83,123,216
Other Salaries and Wages---$674,041
Office Expenses---$403,272
Fees for Services Legal---$361,056
Fees for Services Other---$333,718
Pension Plan Contributions---$269,589
Other Employee Benefits---$245,273
Fees for Services Accounting---$177,480
Occupancy---$132,512
Other Expenses---$105,011
Fees for Service Investment Mgmnt Fees---$65,418
Conferences and Meetings---$64,047
Payroll Taxes---$60,235
Depreciation Depletion---$50,146
Insurance---$45,997
Total Functional Expenses$0$0$0$86,111,011

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$86,111,011
Expenses per Audited Statements$86,103,911
Total Expenses per Audited Statements$86,103,911
Expenses Not Reported on Financial Statements$7,100
Other Expense Adjustments$7,100
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$2,754,804
Due to Affiliates$864,800
Claims Incurred But Not Received$39,100
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

Filer Name
Tri-state Joint Fund
EIN
06-0850110
Phone
2038763120
Address
25 RESEARCH DRIVE, MILFORD, CT 06460

Signing Officer

Name
John Capobianco
Title
Union Co-chairman
Phone
2038763103
Signed
2016-02-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Capobianco
Formed
1968
Legal Domicile
Ct
Voting Board Members
26
Independent Board Members
26
Employees
16
Volunteers
0

Preparer

Firm
Sm Esposito & Co Pc
Address
3013 DIXWELL AVENUE, HAMDEN, CT 06518
Preparer
Dana Harvey CPA
Phone
2033877771
Supplemental Narrative

Additional Explanations

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, 2011 and prior are closed years and therefore, are not subject to the audit process.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in benefit obligation 7,100.”

Raw XML AppendixShowing 400 of 699 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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IRS990/Form990PartVIISectionAGrp/PersonNm4VICTOR SANTIAGO
IRS990/Form990PartVIISectionAGrp/PersonNm5ROBERT SULLIVAN JR
IRS990/Form990PartVIISectionAGrp/PersonNm6DENNIS MCGUIRE
IRS990/Form990PartVIISectionAGrp/PersonNm7THOMAS SCHLINK
IRS990/Form990PartVIISectionAGrp/PersonNm8BEVAN SWEET
IRS990/Form990PartVIISectionAGrp/PersonNm9NICHOLAS REUT
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IRS990/Form990PartVIISectionAGrp/PersonNm11CRAIG TIMPSON
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IRS990/Form990PartVIISectionAGrp/PersonNm16PAUL NOVAK
IRS990/Form990PartVIISectionAGrp/PersonNm17JAMES STACK
IRS990/Form990PartVIISectionAGrp/PersonNm18TIMOTHY CASEY
IRS990/Form990PartVIISectionAGrp/PersonNm19HELGA SCHMIDT
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
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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
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
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IRS990/Form990PartVIISectionAGrp/TitleTxt1UNION TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt3UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6EMPLOYER CO-CHAIRMAN & TRU
IRS990/Form990PartVIISectionAGrp/TitleTxt7UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8UNION TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt10UNION TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt12EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15UNION TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt17EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20EMPLOYER TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt22UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt23UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt24UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt25EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt26EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt27(FORMER) EXECUTIVE DIRECTOR
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IRS990/GrantsToOrganizationsInd00
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,711,543
Liabilities
$4,687,809
Net assets
$13,023,734
Revenue
$86,438,232
Expenses
$86,111,011
Net income
$327,221
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. 2015 filings • 501(c)9 • $50M-$100M nonprofits