Civic Intelligence

Teamsters Local 1035 Health Services & Insurances Fund

990 • Fiscal year 2016 • EIN 06-0997832

Jul 01, 2015 to Jun 30, 2016 • Filed on Apr 05, 2017

Organization ProfileN/A

View Organization Page

400 Chapel Street Unit 2-bSouth Windsor, CT 06074

(860) 528-4159

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.05x

Higher debt load relative to assets than 52% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

72nd percentile

0.16x

Higher debt load relative to revenue than 72% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Net Margin

28th percentile

-2.5%

Higher net margin than 28% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

71st percentile

$170,978

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Asset Growth

26th percentile

-2.0%

Faster asset growth than 26% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

16th percentile

-8.2%

Faster revenue growth than 16% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Down

$30,967,054

Down $634,353 (-2.0%) from 2015

Net Assets

Down

$29,355,120

Down $1,274,299 (-4.2%) from 2015

Liabilities

Up

$1,611,934

Up $639,946 (+66%) from 2015

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin28th percentile

Revenue

Down

$9,965,558

Down $891,559 (-8.2%) from 2015

Expenses

Up

$10,214,698

Up $2,100,673 (+26%) from 2015

Net Income

Down

-$249,140

Down $2,992,232 (-109%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$80M$60M$40M$20M$0Assets 2010: $17,342,242Liabilities 2010: $1,330,610Net Assets 2010: $16,011,6322010Assets 2011: $20,629,735Liabilities 2011: $659,716Net Assets 2011: $19,970,0192011Assets 2012: $21,808,129Liabilities 2012: $832,741Net Assets 2012: $20,975,3882012Assets 2013: $25,006,501Liabilities 2013: $788,608Net Assets 2013: $24,217,8932013Assets 2014: $29,327,946Liabilities 2014: $895,954Net Assets 2014: $28,431,9922014Assets 2015: $31,601,407Liabilities 2015: $971,988Net Assets 2015: $30,629,4192015Assets 2016: $30,967,054Liabilities 2016: $1,611,934Net Assets 2016: $29,355,1202016Assets 2017: $35,829,406Liabilities 2017: $867,883Net Assets 2017: $34,961,5232017Assets 2018: $39,467,185Liabilities 2018: $932,703Net Assets 2018: $38,534,4822018Assets 2019: $41,565,060Liabilities 2019: $1,786,281Net Assets 2019: $39,778,7792019Assets 2020: $41,600,314Liabilities 2020: $1,291,134Net Assets 2020: $40,309,1802020Assets 2021: $48,601,839Liabilities 2021: $996,266Net Assets 2021: $47,605,5732021Assets 2022: $43,786,361Liabilities 2022: $1,794,845Net Assets 2022: $41,991,5162022Assets 2023: $57,318,573Liabilities 2023: $3,291,638Net Assets 2023: $54,026,9352023Assets 2024: $62,239,395Liabilities 2024: $2,180,237Net Assets 2024: $60,059,1582024

Highlighted filing

2016

Assets$30,967,054
Liabilities$1,611,934
Net Assets$29,355,120
Open 2016 Filing

Operations Trend

Revenue Growth16th percentile

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

$20M$10M$0-$10MExpenses 2010: $6,679,3532010Expenses 2011: $5,818,2212011Expenses 2012: $6,732,4062012Revenue 2013: $8,733,337Expenses 2013: $6,703,736Net Income 2013: $2,029,6012013Revenue 2014: $9,569,417Expenses 2014: $7,440,353Net Income 2014: $2,129,0642014Revenue 2015: $10,857,117Expenses 2015: $8,114,025Net Income 2015: $2,743,0922015Revenue 2016: $9,965,558Expenses 2016: $10,214,698Net Income 2016: -$249,1402016Revenue 2017: $11,368,902Expenses 2017: $7,615,219Net Income 2017: $3,753,6832017Revenue 2018: $13,268,553Expenses 2018: $8,909,223Net Income 2018: $4,359,3302018Revenue 2019: $10,569,893Expenses 2019: $9,943,063Net Income 2019: $626,8302019Revenue 2020: $11,138,976Expenses 2020: $10,873,322Net Income 2020: $265,6542020Revenue 2021: $12,696,658Expenses 2021: $9,122,476Net Income 2021: $3,574,1822021Revenue 2022: $10,918,985Expenses 2022: $10,009,617Net Income 2022: $909,3682022Revenue 2023: $14,439,166Expenses 2023: $15,840,940Net Income 2023: -$1,401,7742023Revenue 2024: $19,932,609Expenses 2024: $17,215,865Net Income 2024: $2,716,7442024

Highlighted filing

2016

Revenue$9,965,558
Expenses$10,214,698
Net Income-$249,140
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Apr 5, 2017
Return Version
2015v3.0
Gross Receipts
$14,331,308
Mission and Program Overview

Mission

Provide self insured health benefits to members covered under a collective bargaining agreement negotiated by the teamster local 1035 union.

Self-insured health benefit plan

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$30,629,419$29,355,120▼ $1,274,299
Investments in Publicly Traded Securities$21,319,941$22,085,878▲ $765,937
Savings and Temporary Cash Investments$9,091,859$7,940,496▼ $1,151,363
Accounts Receivable$742,365$663,669▼ $78,696
Cash and Non-Interest-Bearing Accounts$249,352$251,450▲ $2,098
Land, Buildings, and Equipment, Net$998$1,491▲ $493
Prepaid Expenses and Deferred Charges$1,709$1,470▼ $239
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$31,601,407$30,967,054▼ $634,353
Other Assets Total$195,183$22,600▼ $172,583
Liabilities
Other Liabilities$961,655$1,584,824▲ $623,169
Accounts Payable and Accrued Expenses$10,333$27,110▲ $16,777
Total Liabilities$971,988$1,611,934▲ $639,946
Net Assets / Fund Balance
Total Net Assets Fund Balance$30,629,419$29,355,120▼ $1,274,299
Total Liabilities and Net Assets / Fund Balance$31,601,407$30,967,054▼ $634,353

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,491$33,209$34,700
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleBaseTotal
Glenn BarksdaleUnion Trustee$2,974$2,974

Board Members and Trustees

NameTitle
James StackEmployer Trustee
Paul NovakEmployer Trustee
Christopher RoosUnion Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Anthem Blue Cross Blue ShieldRepricing & Admin Fees1351 WM HOWARD TAFT RD, Cincinnati, OH 45206$176,775
Ubs Financial ServicesInvestment Management333 EARLE OVINGTON BLVD, Uniondale, NY 11553$150,533
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,346,040
Investment Income
$619,518
Other Revenue
$0
Change in Net Assets
$-249,140

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,815,025
Revenue Not Reported on Financial Statements
$150,533
Revenue Not Reported on Form 990
$-1,025,159
Total Revenue per Audited Statements
$8,789,866
Total Revenue per Form 990
$9,965,558
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$789,417
Salaries, Compensation, and Employee Benefits$275,820
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$9,149,461
Fees for Services Other---$553,663
Fees for Service Investment Mgmnt Fees---$150,533
Other Salaries and Wages---$143,017
Pension Plan Contributions---$63,201
Other Employee Benefits---$54,647
Fees for Services Accounting---$34,556
Office Expenses---$17,419
Payroll Taxes---$14,955
Travel---$12,685
Insurance---$10,435
Occupancy---$9,465
Depreciation Depletion---$661
Total Functional Expenses$0$0$0$10,214,698

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$10,214,698
Total Expenses per Audited Statements$9,902,736
Expenses per Audited Statements$9,902,735
Expenses Not Reported on Financial Statements$311,963
Other Expense Adjustments$161,430
Expenses Not Reported on Form 990$1
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; INCURRED BUT NOT REPORTED$944,600
Due to Participating Health Service$419,940
Accumulated Eligibility Credits$170,588
Due to Affiliate$49,696
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“There is no applicable committee with the authority to act on behalf of the executive board for which minutes would need to be recorded.”

Form 990, Part VI, Section B, Line 11

“Form 990 is reviewed in person with certain members of the board of trustees prior to filing of the return.”

Form 990, Part VI, Section C, Line 19

“The health service & insurance plan 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
Local 1035 Health Service and
EIN
06-0997832
Phone
8605284159
Address
400 CHAPEL STREET UNIT 2-B, SOUTH WINDSOR, CT 06074

Signing Officer

Name
Christopher Roos
Title
Union Trustee
Phone
8605284159
Signed
2017-04-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher Roos
Formed
1969
Legal Domicile
Ct
Voting Board Members
4
Independent Board Members
3
Employees
4
Volunteers
0

Preparer

Firm
Sm Esposito & Co Pc
Address
3013 DIXWELL AVENUE, HAMDEN, CT 06518
Preparer
Dana Harvey
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 responsibility 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 organization files its form 990 in the u.s. Federal jurisdiction. The plan believes that the income tax returns for years ended june 30, 2012 and prior are closed years and therefore, are not subject to the audit process.”

Form 990, Sch D, Part XII, Line 4B

“Change in benefit obligations.”

Raw XML AppendixShowing 400 of 438 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/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt01
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0311963
IRS990ScheduleD/ExpensesSubtotalAmt09902735
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0150533
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0150533
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-1025159
IRS990ScheduleD/OtherExpensesIncludedAmt01
IRS990ScheduleD/OtherExpensesNotIncludedAmt0161430
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01491
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt033209
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt034700
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0944600
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1170588
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt249696
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3419940
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0HEALTH CLAIMS PAYABLE; INCURRED BUT NOT REPORTED
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCUMULATED ELIGIBILITY CREDITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO AFFILIATE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3DUE TO PARTICIPATING HEALTH SERVICE
IRS990ScheduleD/RevenueNotReportedAmt0-1025159
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0150533
IRS990ScheduleD/RevenueSubtotalAmt09815025
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING 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 ORGANIZATION FILES ITS FORM 990 IN THE U.S. FEDERAL JURISDICTION. THE PLAN BELIEVES THAT THE INCOME TAX RETURNS FOR YEARS ENDED JUNE 30, 2012 AND PRIOR ARE CLOSED YEARS AND THEREFORE, ARE NOT SUBJECT TO THE AUDIT PROCESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFIT OBLIGATIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, SCH D, PART XII, LINE 4B
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01491
IRS990ScheduleD/TotalExpensesPerForm990Amt010214698
IRS990ScheduleD/TotalLiabilityAmt01584824
IRS990ScheduleD/TotalRevenuePerForm990Amt09965558
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08789866
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt09902736
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0126511
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt023613
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt020854
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0CHRISTOPHER ROOS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0UNION TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0170978
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE IS NO APPLICABLE COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE EXECUTIVE BOARD FOR WHICH MINUTES WOULD NEED TO BE RECORDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED IN PERSON WITH CERTAIN MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO FILING OF THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE HEALTH SERVICE & INSURANCE PLAN DOES NOT MAKE AVAILABLE TO THE GENERAL PUBLIC ANY OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OVERSIGHT RESPONSIBILITY THERE HAS BEEN NO CHANGE IN THE OVERSIGHT RESPONSIBILITY. THE TRUSTEE'S ASSUME RESPONSIBILITY FOR THE AUDIT PROCESS INCLUDING SELECTION OF THE INDEPENDENT AUDITOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART X11, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0CT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1CT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd2CT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd3IL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd4CT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0HARTFORD DISTRIBUTORS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1COCA-COLA OF NEW ENGLAND
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2ROGO DISTRIBUTORS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3DEAN FOODS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4TOWN OF TOLLAND
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0131 CHAPEL ROAD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt1451 MAIN STREET
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt265 ROBERTS STREET
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt33600 RIVER ROAD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt4TOWN GREEN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0MANCHESTER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm1EAST HARTFORD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm2EAST HARTFORD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm3FRANKLIN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm4TOLLAND
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0CT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd1CT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd2CT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd3IL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd4CT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd006040
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd106108
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd206108
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd361031
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd406084
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0IBT LOCAL UNION 1035
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1TRI STATE JOINT FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0060915620
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1060850110
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C-5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501C-9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0REPRESENTATION OF UNION MEMBERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt13RD PARTY ADMINISTRATOR FOR AFFILIATED ENTITIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0400 CHAPEL ROAD UNIT 2-B
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt125 RESEARCH DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SOUTH WINDSOR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1MILFORD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd006074
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd106460
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd01
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0271400
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0TRISTATE JOINT FUND
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0M
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt031601407
IRS990/TotalAssetsEOYAmt030967054
IRS990/TotalAssetsGrp/BOYAmt031601407
IRS990/TotalAssetsGrp/EOYAmt030967054
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/TotalAmt010214698
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0971988
IRS990/TotalLiabilitiesEOYAmt01611934
IRS990/TotalLiabilitiesGrp/BOYAmt0971988
IRS990/TotalLiabilitiesGrp/EOYAmt01611934
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt030629419
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt029355120
IRS990/TotalOtherCompensationAmt044467
IRS990/TotalProgramServiceRevenueAmt09346040
IRS990/TotalReportableCompFromOrgAmt02974
IRS990/TotalRevenueGrp/ExclusionAmt0619518
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt09346040
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt09965558
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt031601407
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt030967054
IRS990/TotReportableCompRltdOrgAmt0126511
IRS990/TravelGrp/TotalAmt012685
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,967,054
Liabilities
$1,611,934
Net assets
$29,355,120
Revenue
$9,965,558
Expenses
$10,214,698
Net income
-$249,140
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$62.2$2.18$60.1$19.9$17.2$2.72
2023Detailed filing. Detailed filing data is available for this year.$57.3$3.29$54.0$14.4$15.8$1.40
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.8$1.79$42.0$10.9$10.0$0.91
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.6$1.00$47.6$12.7$9.12$3.57
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.6$1.29$40.3$11.1$10.9$0.27
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.6$1.79$39.8$10.6$9.94$0.63
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.5$0.93$38.5$13.3$8.91$4.36
2017Detailed filing. Detailed filing data is available for this year.$35.8$0.87$35.0$11.4$7.62$3.75
2016Detailed filing. Detailed filing data is available for this year.$31.0$1.61$29.4$9.97$10.2$0.25
2015Detailed filing. Detailed filing data is available for this year.$31.6$0.97$30.6$10.9$8.11$2.74
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$29.3$0.90$28.4$9.57$7.44$2.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.0$0.79$24.2$8.73$6.70$2.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.8$0.83$21.0$6.73
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.6$0.66$20.0$5.82
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.3$1.33$16.0$6.68
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)9 • $25M-$50M nonprofits