Civic Intelligence

Jac-Uswa Health & Welfare Benefit Trust

990 • Fiscal year 2013 • EIN 20-3916091

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 15, 2014

216 Franklin St 9th Floor Trust15901

(814) 533-5336

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)9 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)9 • <$500k nonprofits • Source year 2013

Net Margin

12th percentile

-223%

Higher net margin than 12% of similar nonprofits.

2013 filings • 501(c)9 • <$500k nonprofits • Source year 2013

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2013 filings • 501(c)9 • <$500k nonprofits • Source year 2013

Asset Growth

50th percentile

-0.1%

Faster asset growth than 50% of similar nonprofits.

2013 filings • 501(c)9 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Down

$56,237

Down $58 (-0.1%) from 2012

Net Assets

Down

$56,237

Down $58 (-0.1%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$26

No earlier filing loaded for comparison.

Expenses

Down

$84

Down $50,809 (-100%) from 2012

Net Income

-$58

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $107,090Liabilities 2011: $0Net Assets 2011: $107,0902011Assets 2012: $56,295Liabilities 2012: $0Net Assets 2012: $56,2952012Assets 2013: $56,237Liabilities 2013: $0Net Assets 2013: $56,2372013Assets 2014: $67,661Net Assets 2014: $67,6612014Assets 2015: $67,705Net Assets 2015: $67,7052015Assets 2016: $67,950Net Assets 2016: $67,9502016Assets 2017: $68,474Net Assets 2017: $68,4742017Assets 2018: $69,668Net Assets 2018: $69,6682018Assets 2019: $71,144Net Assets 2019: $71,1442019Assets 2020: $71,428Liabilities 2020: $02020Assets 2021: $71,448Net Assets 2021: $71,4482021

Highlighted filing

2013

Assets$56,237
Liabilities$0
Net Assets$56,237

Operations Trend

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

$60K$40K$20K$0-$20KExpenses 2011: $58,7572011Expenses 2012: $50,8932012Revenue 2013: $26Expenses 2013: $84Net Income 2013: -$582013Revenue 2014: $11,4242014Revenue 2015: $452015Revenue 2016: $2452016Revenue 2017: $5242017Revenue 2018: $1,1942018Revenue 2019: $1,4762019Revenue 2020: $284Expenses 2020: $0Net Income 2020: $2842020Revenue 2021: $202021

Highlighted filing

2013

Revenue$26
Expenses$84
Net Income-$58
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 15, 2014
Return Version
2013v3.1
Gross Receipts
$110
Mission and Program Overview

Mission

Providing supplemental unemployment benefits, additional health care continuation for active employees, additional severance benefits and/or such other benefits as may be added to the plan from time to time to plan participants

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$56,291$56,236▼ $55
Other Notes and Loans Receivable, Net$4$1▼ $3
Total Assets$56,295$56,237▼ $58
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$56,295$56,237▼ $58
Total Net Assets Fund Balance$56,295$56,237▼ $58
Total Liabilities and Net Assets / Fund Balance$56,295$56,237▼ $58
Compensation and Service Providers

Board Members and Trustees

NameTitle
Joseph McneelyPresident
Kathleen BoegeSecretary
Thomas MccarthySr VP Hr
Charles AveryVP Finance
Theodore BaunVP Marketing
Sean HankinsonVP Oper
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$26
Other Revenue
$0
Change in Net Assets
$-58
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$84
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$84--$84
Total Functional Expenses$84$0$0$84
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
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, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

EIN
20-3916091

Signing Officer

Name
Charlie Howard
Title
Human Resource Manager
Signed
2014-10-15

Organization Details

Principal Officer
Joseph Mcneely
Formed
2005
Legal Domicile
Pa
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Preparer
John J Saracena CPA
Phone
8142881544
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Providing supplemental unemployment benefits, additional health care continuation for active employees, additional severance benefits and/or such other benefits as may be added to the plan from time to time to plan participants

Raw XML Appendix233 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/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDING SUPPLEMENTAL UNEMPLOYMENT BENEFITS, ADDITIONAL HEALTH CARE CONTINUATION FOR ACTIVE EMPLOYEES, ADDITIONAL SEVERANCE BENEFITS AND/OR SUCH OTHER BENEFITS AS MAY BE ADDED TO THE PLAN FROM TIME TO TIME TO PLAN PARTICIPANTS
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0AMERISERV TRUST FINANCIAL SERVICE
IRS990/BooksInCareOfDetail/PhoneNum08145335336
IRS990/BooksInCareOfDetail/USAddress/AddressLine10216 FRANKLIN STREET
IRS990/BooksInCareOfDetail/USAddress/AddressLine209TH FLOOR TRUST
IRS990/BooksInCareOfDetail/USAddress/City0JOHNSTOWN
IRS990/BooksInCareOfDetail/USAddress/State0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCode015901
IRS990/BusinessRlnWithFamMemInd0false
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IRS990/ChangeToOrgDocumentsInd0false
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IRS990/CompensationProcessOtherInd0false
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IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
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IRS990/CYOtherExpensesAmt084
IRS990/CYOtherRevenueAmt00
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IRS990/CYRevenuesLessExpensesAmt0-58
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IRS990/Desc0TRUST ESTABLISHED WHICH ACCOMPANIES THE JAC-USWA HEALTH AND WELFARE PLAN FOR THE LIMITED PURPOSES OF PROVIDING THE FOLLOWING BENEFITS TO PLAN PARTICIPANTS: (1) SUPPLEMENTAL UNEMPLOYMENT BENEFITS; (2) ADDITIONAL HEALTH CARE CONTINUATION FOR ACTIVE EMPLOYEES; (4) ADDITIONAL SEVERANCE BENEFITS; AND/OR (4) SUCH OTHER BENEFITS AS MAY BE ADDED TO THE PLAN FROM TIME TO TIME.
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IRS990/EmployeeCnt00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0JOSEPH MCNEELY
IRS990/Form990PartVIISectionAGrp/PersonNm1SEAN HANKINSON
IRS990/Form990PartVIISectionAGrp/PersonNm2THOMAS MCCARTHY
IRS990/Form990PartVIISectionAGrp/PersonNm3THEODORE BAUN
IRS990/Form990PartVIISectionAGrp/PersonNm4KATHLEEN BOEGE
IRS990/Form990PartVIISectionAGrp/PersonNm5CHARLES AVERY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP OPER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SR VP HR
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP FINANCE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt084
IRS990/GrossReceiptsAmt0110
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt06
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt026
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt026
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt084
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt056295
IRS990/NetAssetsOrFundBalancesEOYAmt056237
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0MISC EXPENSE
IRS990/OtherExpensesGrp/ProgramServicesAmt084
IRS990/OtherExpensesGrp/TotalAmt084
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt04
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt01
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
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IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt098
IRS990/PYOtherExpensesAmt050893
IRS990/PYRevenuesLessExpensesAmt0-50795
IRS990/PYTotalExpensesAmt050893
IRS990/PYTotalRevenueAmt098
IRS990/ReconcilationRevenueExpnssAmt0-58
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDING SUPPLEMENTAL UNEMPLOYMENT BENEFITS, ADDITIONAL HEALTH CARE CONTINUATION FOR ACTIVE EMPLOYEES, ADDITIONAL SEVERANCE BENEFITS AND/OR SUCH OTHER BENEFITS AS MAY BE ADDED TO THE PLAN FROM TIME TO TIME TO PLAN PARTICIPANTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
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IRS990/TaxablePartyNotificationInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt056237
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IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
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IRS990/TotalGrossUBIAmt00
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10TWO NORTH RIVERSIDE PLAZA STE 1250
IRS990/USAddress/City0CHICAGO
IRS990/USAddress/State0IL
IRS990/USAddress/ZIPCode060606
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLIE HOWARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0HUMAN RESOURCE MANAGER
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10JAC-USWA HEALTH & WELFARE BENEFIT
ReturnHeader/Filer/BusinessName/BusinessNameLine20TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JAC-
ReturnHeader/Filer/EIN0203916091
ReturnHeader/Filer/USAddress/AddressLine10216 FRANKLIN ST 9TH FLOOR TRUST
ReturnHeader/Filer/USAddress/City0JOHNSTOWN
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode015901
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364775872
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BARNES SALY & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10637 FERNDALE AVENUE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0JOHNSTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0159053999
ReturnHeader/PreparerPersonGrp/PhoneNum08142881544
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN J SARACENA CPA
ReturnHeader/ReturnTs02014-10-22T08:33:31-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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Filings