Civic Intelligence

Teamsters Local 641 Welfare Fund

990 • Fiscal year 2014 • EIN 22-6220289

Mar 01, 2013 to Feb 28, 2014 • Filed on May 21, 2014

Organization ProfileN/A

View Organization Page

714 Rahway Avenue07083

(908) 687-4488

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.01x

Higher debt load relative to assets than 43% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

51st percentile

0.04x

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

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Net Margin

73rd percentile

14%

Higher net margin than 73% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

79th percentile

$173,619

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Asset Growth

67th percentile

9.6%

Faster asset growth than 67% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

37th percentile

0.4%

Faster revenue growth than 37% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2011 to 2014

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$24,578,918

Up $2,162,930 (+9.6%) from 2013

Net Assets

Up

$24,262,010

Up $2,516,801 (+12%) from 2013

Liabilities

Down

$316,908

Down $353,871 (-53%) from 2013

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin73rd percentile

Revenue

$8,998,348

No earlier filing loaded for comparison.

Expenses

Down

$7,707,744

Down $490,395 (-6.0%) from 2013

Net Income

$1,290,604

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$40M$30M$20M$10M$0Assets 2010: $18,359,017Liabilities 2010: $257,451Net Assets 2010: $18,101,5662010Assets 2011: $20,047,303Liabilities 2011: $128,184Net Assets 2011: $19,919,1192011Assets 2012: $20,808,773Liabilities 2012: $133,166Net Assets 2012: $20,675,6072012Assets 2013: $22,415,988Liabilities 2013: $670,779Net Assets 2013: $21,745,2092013Assets 2014: $24,578,918Liabilities 2014: $316,908Net Assets 2014: $24,262,0102014Assets 2015: $25,652,085Liabilities 2015: $143,995Net Assets 2015: $25,508,0902015Assets 2016: $24,986,766Liabilities 2016: $102,474Net Assets 2016: $24,884,2922016Assets 2017: $27,527,744Liabilities 2017: $519,037Net Assets 2017: $27,008,7072017Assets 2018: $31,145,383Liabilities 2018: $118,246Net Assets 2018: $31,027,1372018Assets 2019: $33,547,809Liabilities 2019: $183,461Net Assets 2019: $33,364,3482019Assets 2020: $35,398,368Liabilities 2020: $177,122Net Assets 2020: $35,221,2462020Assets 2021: $38,115,997Liabilities 2021: $232,380Net Assets 2021: $37,883,6172021Assets 2022: $36,462,891Liabilities 2022: $261,709Net Assets 2022: $36,201,1822022Assets 2023: $32,469,041Liabilities 2023: $831,126Net Assets 2023: $31,637,9152023Assets 2024: $29,401,931Liabilities 2024: $97,559Net Assets 2024: $29,304,3722024Assets 2025: $28,421,517Liabilities 2025: $208,575Net Assets 2025: $28,212,9422025

Highlighted filing

2014

Assets$24,578,918
Liabilities$316,908
Net Assets$24,262,010
Open 2014 Filing

Operations Trend

Revenue Growth37th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $9,912,3502010Revenue 2011: $8,901,836Expenses 2011: $8,181,296Net Income 2011: $720,5402011Expenses 2012: $8,259,4562012Expenses 2013: $8,198,1392013Revenue 2014: $8,998,348Expenses 2014: $7,707,744Net Income 2014: $1,290,6042014Revenue 2015: $9,267,368Expenses 2015: $8,698,705Net Income 2015: $568,6632015Revenue 2016: $9,292,437Expenses 2016: $8,704,732Net Income 2016: $587,7052016Revenue 2017: $9,837,944Expenses 2017: $9,297,806Net Income 2017: $540,1382017Revenue 2018: $10,378,481Expenses 2018: $7,110,276Net Income 2018: $3,268,2052018Revenue 2019: $9,684,306Expenses 2019: $7,822,898Net Income 2019: $1,861,4082019Revenue 2020: $11,292,630Expenses 2020: $10,272,663Net Income 2020: $1,019,9672020Revenue 2021: $10,801,692Expenses 2021: $10,976,952Net Income 2021: -$175,2602021Revenue 2022: $13,921,254Expenses 2022: $13,764,071Net Income 2022: $157,1832022Revenue 2023: $11,718,503Expenses 2023: $11,285,196Net Income 2023: $433,3072023Revenue 2024: $7,339,670Expenses 2024: $9,954,688Net Income 2024: -$2,615,0182024Revenue 2025: $5,331,231Expenses 2025: $6,677,884Net Income 2025: -$1,346,6532025

Highlighted filing

2014

Revenue$8,998,348
Expenses$7,707,744
Net Income$1,290,604
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2013 to Feb 28, 2014
Signed
May 21, 2014
Return Version
2013v4.0
Gross Receipts
$16,518,402
Mission and Program Overview

Mission

To provide health and welfare benefits to participants.

To provide health and welfare benefits to participants

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$21,745,209$24,262,010▲ $2,516,801
Investments in Publicly Traded Securities$15,964,158$18,385,210▲ $2,421,052
Savings and Temporary Cash Investments$5,618,994$5,225,563▼ $393,431
Accounts Receivable$577,541$553,330▼ $24,211
Land, Buildings, and Equipment, Net$5,761$4,644▼ $1,117
Cash and Non-Interest-Bearing Accounts$200$200→ $0
Total Assets$22,415,988$24,578,918▲ $2,162,930
Other Assets Total$249,334$409,971▲ $160,637
Liabilities
Other Liabilities$600,150$167,060▼ $433,090
Accounts Payable and Accrued Expenses$70,629$149,848▲ $79,219
Total Liabilities$670,779$316,908▼ $353,871
Net Assets / Fund Balance
Total Net Assets Fund Balance$21,745,209$24,262,010▲ $2,516,801
Total Liabilities and Net Assets / Fund Balance$22,415,988$24,578,918▲ $2,162,930

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,644$68,628$73,272
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary Anne GerlachPlan ManagerFT$70,450$103,169$173,619
William CunninghamTrustee--$162,301$162,301
Jan KatzTrustee--$115,567$115,567
Gary MillsTrustee--$97,364$97,364
William Cunningham--$65,450$21,360$86,810
Anthony ArtificioTrustee--$49,051$49,051
James KilkennyTrustee--$24,539$24,539

Board Members and Trustees

NameTitle
David MazzellaTrustee
John KerinsTrustee
Mary Anne Gerlach-

Highest Paid Contractors

ContractorServicesLocationCompensation
Horizon Healthcare ServicesBenefit Services Provider-$335,660
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,095,200
Investment Income
$902,210
Other Revenue
$938
Change in Net Assets
$1,290,604

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,954,870
Revenue Not Reported on Financial Statements
$43,478
Revenue Not Reported on Form 990
$1,226,197
Total Revenue per Audited Statements
$10,181,067
Total Revenue per Form 990
$8,998,348
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$736,937
Salaries, Compensation, and Employee Benefits$414,743
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$6,556,064
Other Salaries and Wages---$183,272
Pension Plan Contributions---$88,277
Current Officers, Directors, Trustees, and Key Employees---$70,450
Fees for Services Other---$57,711
Fees for Services Accounting---$57,202
Other Employee Benefits---$51,421
Office Expenses---$42,045
Information Technology---$41,219
Fees for Services Legal---$40,000
Occupancy---$38,498
Fees for Service Investment Mgmnt Fees---$28,417
Insurance---$22,044
Payroll Taxes---$21,323
Conferences and Meetings---$10,220
Depreciation Depletion---$4,604
Other Expenses---$353
Total Functional Expenses$0$0$0$7,707,744

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,707,744
Expenses per Audited Statements$7,664,266
Total Expenses per Audited Statements$7,664,266
Expenses Not Reported on Financial Statements$43,478
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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Broker for Securities Purchased$163,403
Due to Local 641 Pension Fund$3,657
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

EIN
22-6220289
Phone
9086874488

Signing Officer

Name
William Cunningham
Title
Trustee
Phone
9086874488
Signed
2014-05-21
Discuss with paid preparer
Yes

Organization Details

Formed
1974
Legal Domicile
Nj
Voting Board Members
5
Independent Board Members
0
Employees
8
Volunteers
0

Preparer

Preparer
Raymond Hargadon
Phone
2018718710
Supplemental Narrative

Additional Explanations

Pt VI, Line 7A

“See Attached for Explanation”

Pt VI, Line 11B

“See Attached for Explanation”

Pt VI, Line 19

“See Attached for Explanation”

Pt VI, Line 12C

“See Attached for Explanation”

Pt VI, Line 2

“See Attached for Explanation”

Schedule R

“See Attached for Explanation”

Raw XML AppendixShowing 400 of 647 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt070629
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0149848
IRS990/AccountsReceivableGrp/BOYAmt0577541
IRS990/AccountsReceivableGrp/EOYAmt0553330
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To provide health and welfare benefits to participants
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt06556064
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10Board of Trustees
IRS990/BooksInCareOfDetail/PhoneNum09086874488
IRS990/BooksInCareOfDetail/USAddress/AddressLine10714 Rahway Avenue
IRS990/BooksInCareOfDetail/USAddress/City0Union
IRS990/BooksInCareOfDetail/USAddress/State0NJ
IRS990/BooksInCareOfDetail/USAddress/ZIPCode007083
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0200
IRS990/CashNonInterestBearingGrp/EOYAmt0200
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt070450
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt010220
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0335660
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine103 Penn Plaza
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City0Newark
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State0NJ
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode007105
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine10Horizon Healthcare Services
IRS990/ContractorCompensationGrp/ServicesDesc0Benefit Services Provider
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt06556064
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0902210
IRS990/CYOtherExpensesAmt0736937
IRS990/CYOtherRevenueAmt0938
IRS990/CYProgramServiceRevenueAmt08095200
IRS990/CYRevenuesLessExpensesAmt01290604
IRS990/CYSalariesCompEmpBnftPaidAmt0414743
IRS990/CYTotalExpensesAmt07707744
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt08998348
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt04604
IRS990/Desc0PROVIDED HEALTH AND WELFARE BENEFITS TO PARTICIPANTS
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt08
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt057202
IRS990/FeesForServicesLegalGrp/TotalAmt040000
IRS990/FeesForServicesOtherGrp/TotalAmt057711
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt028417
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt535.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt053675
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt18883
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt235693
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt532719
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt616595
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt740234
IRS990/Form990PartVIISectionAGrp/PersonNm0WILLIAM CUNNINGHAM
IRS990/Form990PartVIISectionAGrp/PersonNm1JAMES KILKENNY
IRS990/Form990PartVIISectionAGrp/PersonNm2GARY MILLS
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN KERINS
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVID MAZZELLA
IRS990/Form990PartVIISectionAGrp/PersonNm5MARY ANNE GERLACH
IRS990/Form990PartVIISectionAGrp/PersonNm6ANTHONY ARTIFICIO
IRS990/Form990PartVIISectionAGrp/PersonNm7JAN KATZ
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt570450
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0108626
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt115656
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt261671
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt570450
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt632456
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt775333
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Plan Manager
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0680394
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt08200448
IRS990/GrossReceiptsAmt016518402
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt041219
IRS990/InsuranceGrp/TotalAmt022044
IRS990/InvestmentIncomeGrp/ExclusionAmt0221816
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0221816
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt015964158
IRS990/InvestmentsPubTradedSecGrp/EOYAmt018385210
IRS990/IRPDocumentCnt0162
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt068628
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05761
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04644
IRS990/LandBldgEquipCostOrOtherBssAmt073272
IRS990/LegalDomicileStateCd0NJ
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt07520054
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To provide health and welfare benefits to participants
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt021745209
IRS990/NetAssetsOrFundBalancesEOYAmt024262010
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0680394
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0680394
IRS990/NetUnrlzdGainsLossesInvstAmt01226197
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt038498
IRS990/OfficeExpensesGrp/TotalAmt042045
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0249334
IRS990/OtherAssetsTotalGrp/EOYAmt0409971
IRS990/OtherEmployeeBenefitsGrp/TotalAmt051421
IRS990/OtherExpensesGrp/Desc0Claims Administration Fees
IRS990/OtherExpensesGrp/Desc1Bank Charges
IRS990/OtherExpensesGrp/Desc2Miscellaneous
IRS990/OtherExpensesGrp/TotalAmt0381896
IRS990/OtherExpensesGrp/TotalAmt112728
IRS990/OtherExpensesGrp/TotalAmt2353
IRS990/OtherLiabilitiesGrp/BOYAmt0600150
IRS990/OtherLiabilitiesGrp/EOYAmt0167060
IRS990/OtherRevenueMiscGrp/BusinessCd0525100
IRS990/OtherRevenueMiscGrp/Desc0Securities Class Action Settlements
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0938
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0938
IRS990/OtherRevenueTotalAmt0938
IRS990/OtherSalariesAndWagesGrp/TotalAmt0183272
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt021323
IRS990/PensionPlanContributionsGrp/TotalAmt088277
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessAddress/BusinessNameLine10Board of Trustees
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/BusinessCd2525100
IRS990/ProgramServiceRevenueGrp/BusinessCd3525100
IRS990/ProgramServiceRevenueGrp/Desc0Employers' Contributions
IRS990/ProgramServiceRevenueGrp/Desc1Pensioners' Contributions
IRS990/ProgramServiceRevenueGrp/Desc2Cobra Contributions
IRS990/ProgramServiceRevenueGrp/Desc3Interest & Fees on Employer Delinquencies
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07451565
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1570940
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt271259
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31436
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt07084999
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0337834
IRS990/PYOtherExpensesAmt0741847
IRS990/PYOtherRevenueAmt0991
IRS990/PYProgramServiceRevenueAmt08413356
IRS990/PYRevenuesLessExpensesAmt0554042
IRS990/PYSalariesCompEmpBnftPaidAmt0371293
IRS990/PYTotalExpensesAmt08198139
IRS990/PYTotalRevenueAmt08752181
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt01290604
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt021745209
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt024262010
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05618994
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05225563
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt04644
IRS990ScheduleD/EquipmentGrp/DepreciationAmt068628
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt073272
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt043478
IRS990ScheduleD/ExpensesSubtotalAmt07664266
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt043478
IRS990ScheduleD/InvestmentExpensesNotIncldAmt043478
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01226197
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03657
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1163403
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to Local 641 Pension Fund
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Due to Broker for Securities Purchased
IRS990ScheduleD/RevenueNotReportedAmt01226197
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt043478
IRS990ScheduleD/RevenueSubtotalAmt08954870
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04644
IRS990ScheduleD/TotalExpensesPerForm990Amt07707744
IRS990ScheduleD/TotalLiabilityAmt0167060
IRS990ScheduleD/TotalRevenuePerForm990Amt08998348
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt010181067
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt07664266
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt065450
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount05000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt05000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0107680
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt165450
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt016360
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt053675
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt116359
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt0946
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0WILLIAM CUNNINGHAM
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1MARY ANNE GERLACH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt086810
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0162301
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt186809
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0See Attached for Explanation
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1See Attached for Explanation
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2See Attached for Explanation
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3See Attached for Explanation
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4See Attached for Explanation
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5See Attached for Explanation
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Schedule R
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine10NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine11NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine12NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine13NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine14NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine15NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine16NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine17NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine18NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine19NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine110NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine111NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine112NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine113NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine114NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine115NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine116NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0223971343
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1200552660
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN2222106400
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN3223699637
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN4221521165
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN5410231510
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN6220905070
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN7222190686
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN8222714198
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN9221637464
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN10223076680
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN11232209533
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN12135673261
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN13223416826
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN14204152325
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN15222801289
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN16340492670
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0S
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt1C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt2S
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt3S
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt4C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt5C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt6C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt7C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt8C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt9C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt10C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt11C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt12S
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt13S
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt14S
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt15S
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt16C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0NJ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1DE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd2NJ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd3NJ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd4NJ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd5MN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd6NJ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd7OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd8NJ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd9NJ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd10NJ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd11PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd12NJ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd13NJ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd14IA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd15NJ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd16DE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0VEBA EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1VEBA EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt2VEBA EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt3VEBA EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt4VEBA EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt5VEBA EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt6VEBA EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt7VEBA EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt8VEBA EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt9VEBA EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt10VEBA EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt11VEBA EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt12VEBA EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt13VEBA EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt14VEBA EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt15VEBA EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt16VEBA EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine10Bison Trucking

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
$24,578,918
Liabilities
$316,908
Net assets
$24,262,010
Revenue
$8,998,348
Expenses
$7,707,744
Net income
$1,290,604
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$28.4$0.21$28.2$5.33$6.68$1.35
2024Detailed filing. Detailed filing data is available for this year.$29.4$0.10$29.3$7.34$9.95$2.62
2023Detailed filing. Detailed filing data is available for this year.$32.5$0.83$31.6$11.7$11.3$0.43
2022Detailed filing. Detailed filing data is available for this year.$36.5$0.26$36.2$13.9$13.8$0.16
2021Detailed filing. Detailed filing data is available for this year.$38.1$0.23$37.9$10.8$11.0$0.18
2020Detailed filing. Detailed filing data is available for this year.$35.4$0.18$35.2$11.3$10.3$1.02
2019Detailed filing. Detailed filing data is available for this year.$33.5$0.18$33.4$9.68$7.82$1.86
2018Detailed filing. Detailed filing data is available for this year.$31.1$0.12$31.0$10.4$7.11$3.27
2017Detailed filing. Detailed filing data is available for this year.$27.5$0.52$27.0$9.84$9.30$0.54
2016Detailed filing. Detailed filing data is available for this year.$25.0$0.10$24.9$9.29$8.70$0.59
2015Summary only. Only limited summary data is available for this year.$25.7$0.14$25.5$9.27$8.70$0.57
2014Detailed filing. Detailed filing data is available for this year.$24.6$0.32$24.3$9.00$7.71$1.29
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.4$0.67$21.7$8.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.8$0.13$20.7$8.26
2011Summary only. Only limited summary data is available for this year.$20.0$0.13$19.9$8.90$8.18$0.72
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.4$0.26$18.1$9.91