Civic Intelligence

Teamsters Local 830 Welfare Plan

990 • Fiscal year 2018 • EIN 23-1415471

Sep 01, 2017 to Aug 31, 2018 • Filed on Jul 15, 2019

Organization ProfileWWW.TEAM830FUNDS.ORG

View Organization Page

12298 Townsend RoadPhiladelphia, PA 19154

(215) 969-1012

Siviq Scores

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

Liabilities / Assets

34th percentile

0.01x

Higher debt load relative to assets than 34% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

24th percentile

0.00x

Higher debt load relative to revenue than 24% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Net Margin

72nd percentile

15%

Higher net margin than 72% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Asset Growth

86th percentile

22%

Faster asset growth than 86% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

61st percentile

6.3%

Faster revenue growth than 61% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$27,727,420

Up $5,017,118 (+22%) from 2017

Net Assets

Up

$27,562,313

Up $5,009,357 (+22%) from 2017

Liabilities

Up

$165,107

Up $7,761 (+4.9%) from 2017

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin72nd percentile

Revenue

Up

$33,426,996

Up $1,990,757 (+6.3%) from 2017

Expenses

Down

$28,417,640

Down $526,166 (-1.8%) from 2017

Net Income

Up

$5,009,356

Up $2,516,923 (+101%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$60M$40M$20M$0Assets 2011: $4,724,830Liabilities 2011: $121,087Net Assets 2011: $4,603,7432011Assets 2012: $5,219,955Liabilities 2012: $110,196Net Assets 2012: $5,109,7592012Assets 2013: $5,931,027Liabilities 2013: $477,063Net Assets 2013: $5,453,9642013Assets 2014: $10,355,745Liabilities 2014: $362,740Net Assets 2014: $9,993,0052014Assets 2015: $16,975,695Liabilities 2015: $274,703Net Assets 2015: $16,700,9922015Assets 2016: $20,252,118Liabilities 2016: $191,598Net Assets 2016: $20,060,5202016Assets 2017: $22,710,302Liabilities 2017: $157,346Net Assets 2017: $22,552,9562017Assets 2018: $27,727,420Liabilities 2018: $165,107Net Assets 2018: $27,562,3132018Assets 2019: $34,927,615Liabilities 2019: $606,904Net Assets 2019: $34,320,7112019Assets 2020: $39,799,332Liabilities 2020: $221,312Net Assets 2020: $39,578,0202020Assets 2021: $44,092,467Liabilities 2021: $181,485Net Assets 2021: $43,910,9822021Assets 2022: $43,729,329Liabilities 2022: $674,113Net Assets 2022: $43,055,2162022Assets 2023: $44,242,697Liabilities 2023: $524,605Net Assets 2023: $43,718,0922023Assets 2024: $45,960,279Liabilities 2024: $229,562Net Assets 2024: $45,730,7172024

Highlighted filing

2018

Assets$27,727,420
Liabilities$165,107
Net Assets$27,562,313
Open 2018 Filing

Operations Trend

Revenue Growth61st percentile

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

$40M$30M$20M$10M$0-$10MRevenue 2011: $23,889,893Expenses 2011: $24,191,007Net Income 2011: -$301,1142011Revenue 2012: $25,255,015Expenses 2012: $24,752,999Net Income 2012: $502,0162012Revenue 2013: $26,545,430Expenses 2013: $26,201,225Net Income 2013: $344,2052013Revenue 2014: $26,505,459Expenses 2014: $22,075,509Net Income 2014: $4,429,9502014Revenue 2015: $28,722,190Expenses 2015: $22,014,217Net Income 2015: $6,707,9732015Revenue 2016: $31,593,364Expenses 2016: $28,233,835Net Income 2016: $3,359,5292016Revenue 2017: $31,436,239Expenses 2017: $28,943,806Net Income 2017: $2,492,4332017Revenue 2018: $33,426,996Expenses 2018: $28,417,640Net Income 2018: $5,009,3562018Revenue 2019: $37,751,537Expenses 2019: $31,383,158Net Income 2019: $6,368,3792019Revenue 2020: $37,427,973Expenses 2020: $32,434,399Net Income 2020: $4,993,5742020Revenue 2021: $36,030,617Expenses 2021: $31,971,319Net Income 2021: $4,059,2982021Revenue 2022: $34,779,019Expenses 2022: $33,546,280Net Income 2022: $1,232,7392022Revenue 2023: $35,360,417Expenses 2023: $34,757,073Net Income 2023: $603,3442023Revenue 2024: $37,712,891Expenses 2024: $36,855,518Net Income 2024: $857,3732024

Highlighted filing

2018

Revenue$33,426,996
Expenses$28,417,640
Net Income$5,009,356
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Jul 15, 2019
Return Version
2017v2.2
Gross Receipts
$33,426,996
Mission and Program Overview

Mission

Major medical, medical doctors visits,hospitalization,prescription drug, vision and other diagnostic benefits.

Major Medical doctors visits Hospitalization prescription drug vision and other diagnostic benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$15,473,633$20,694,980▲ $5,221,347
Investments in Publicly Traded Securities$4,357,312$4,408,298▲ $50,986
Accounts Receivable$2,719,702$2,452,764▼ $266,938
Total Assets$22,710,302$27,727,420▲ $5,017,118
Other Assets Total$159,655$171,378▲ $11,723
Liabilities
Accounts Payable and Accrued Expenses$157,346$165,107▲ $7,761
Total Liabilities$157,346$165,107▲ $7,761
Net Assets / Fund Balance
Unrestricted Net Assets$22,552,956$27,562,313▲ $5,009,357
Total Net Assets Fund Balance$22,552,956$27,562,313▲ $5,009,357
Total Liabilities and Net Assets / Fund Balance$22,710,302$27,727,420▲ $5,017,118

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$159,903--
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Charles T WhiteTrustee
Daniel H GraceTrustee
Dominic OriglioTrustee
Matthew J FunchionTrustee
Nicholas FunchionTrustee
Susanne T DeluisiTrustee
Samuel J KenishAdministrator
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$33,225,285
Investment Income
$80,754
Other Revenue
$120,957
Change in Net Assets
$5,009,356

Audited Revenue Reconciliation

Revenue per Audited Statements
$33,426,996
Total Revenue per Audited Statements
$33,426,996
Total Revenue per Form 990
$33,426,996
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$493,968
Other Expenses$321,712
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$27,601,960--$27,601,960
Other Salaries and Wages$347,256--$347,256
Current Officers, Directors, Trustees, and Key Employees$146,712--$146,712
Fees for Services Other$92,409--$92,409
Occupancy$63,416--$63,416
Fees for Services Accounting$52,678--$52,678
Information Technology$25,872--$25,872
Insurance$22,647--$22,647
Fees for Services Legal$22,425--$22,425
Office Expenses$15,254--$15,254
Other Expenses$7,493--$7,493
Conferences and Meetings$2,076--$2,076
All Other Expenses$897--$897
Total Functional Expenses$28,417,640$0$0$28,417,640

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$28,417,640
Total Expenses per Audited Statements$28,417,640
Total Expenses per Form 990$28,417,640
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
Annual disclosure for covered persons
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Officer directors etc family relationship Part VI line 2

“Matthew Funchion and Nicholas Funchion are father and son Both are employees of Penn Distributors”

Form 990 governing body review Part VI line 11

“The governing body reviews form 990”

Conflict of interest policy compliance Part VI line 12C

“The Board of Trustees maintains and monitors a conflict of interest policy”

CEO executive director top management comp Part VI line 15A

“Compensation for top management is carefully reviewed by the board of trustees.”

Other officer or key employee compensation Part VI line 15B

“The Board of Trustees carefully monitor compensation for all Fund employees”

Governing documents etc available to public Part VI line 19

“All required documents are available for public inspection”

Filing and Contact Details

Filer

Filer Name
Teamsters Local 830 Welfare Plan
EIN
23-1415471
Address
12298 Townsend Road, Philadelphia, PA 19154

Signing Officer

Name
Daniel H Grace
Title
Trustee
Phone
2159691012
Signed
2019-07-15
Discuss with paid preparer
Yes

Organization Details

Formed
1953
Legal Domicile
Pa
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
E Ten Broeck LLC
Address
1109 Saunders Court 2nd Floor, West Chester, PA 19380
Preparer
Eric Ten Broeck
Phone
6107015830
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“Rounding”

Raw XML Appendix347 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Matthew Funchion and Nicholas Funchion are father and son Both are employees of Penn Distributors
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The governing body reviews form 990
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Compensation for top management is carefully reviewed by the board of trustees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Board of Trustees carefully monitor compensation for all Fund employees
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5All required documents are available for public inspection
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Rounding
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Officer directors etc family relationship Part VI line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Explanation of other changes in net assets or fund balances Part XI line 9
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt022710302
IRS990/TotalAssetsEOYAmt027727420
IRS990/TotalAssetsGrp/BOYAmt022710302
IRS990/TotalAssetsGrp/EOYAmt027727420
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt028417640
IRS990/TotalFunctionalExpensesGrp/TotalAmt028417640
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0157346
IRS990/TotalLiabilitiesEOYAmt0165107
IRS990/TotalLiabilitiesGrp/BOYAmt0157346
IRS990/TotalLiabilitiesGrp/EOYAmt0165107
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt022552956
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt027562313
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt028417640
IRS990/TotalProgramServiceRevenueAmt033225285
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt033426996
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt033426996
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt022710302
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt027727420
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt022552956
IRS990/UnrestrictedNetAssetsGrp/EOYAmt027562313
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Daniel H Grace
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02159691012
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Teamsters Local 830 Welfare Plan
ReturnHeader/Filer/BusinessNameControlTxt0TEAM
ReturnHeader/Filer/EIN0231415471
ReturnHeader/Filer/USAddress/AddressLine1Txt012298 Townsend Road
ReturnHeader/Filer/USAddress/CityNm0Philadelphia
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019154
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A22A8189701F97CCE7E06E2CC30493056A8FB433
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A22A8189701F97CCE7E06E2CC30493056A8FB433
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId02380972019196gqagge0
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-07-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.36.245.71
ReturnHeader/FilingSecurityInformation/IPDt02019-07-15
ReturnHeader/FilingSecurityInformation/IPTm018:15:04
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0E Ten Broeck LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01109 Saunders Court 2nd Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0West Chester
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019380
ReturnHeader/PreparerPersonGrp/PhoneNum06107015830
ReturnHeader/PreparerPersonGrp/PreparationDt02019-07-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eric Ten Broeck
ReturnHeader/ReturnTs02019-07-15T18:13:34-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,727,420
Liabilities
$165,107
Net assets
$27,562,313
Revenue
$33,426,996
Expenses
$28,417,640
Net income
$5,009,356
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$46.0$0.23$45.7$37.7$36.9$0.86
2023Detailed filing. Detailed filing data is available for this year.$44.2$0.52$43.7$35.4$34.8$0.60
2022Detailed filing. Detailed filing data is available for this year.$43.7$0.67$43.1$34.8$33.5$1.23
2021Detailed filing. Detailed filing data is available for this year.$44.1$0.18$43.9$36.0$32.0$4.06
2020Detailed filing. Detailed filing data is available for this year.$39.8$0.22$39.6$37.4$32.4$4.99
2019Detailed filing. Detailed filing data is available for this year.$34.9$0.61$34.3$37.8$31.4$6.37
2018Detailed filing. Detailed filing data is available for this year.$27.7$0.17$27.6$33.4$28.4$5.01
2017Summary only. Only limited summary data is available for this year.$22.7$0.16$22.6$31.4$28.9$2.49
2016Summary only. Only limited summary data is available for this year.$20.3$0.19$20.1$31.6$28.2$3.36
2015Summary only. Only limited summary data is available for this year.$17.0$0.27$16.7$28.7$22.0$6.71
2014Summary only. Only limited summary data is available for this year.$10.4$0.36$9.99$26.5$22.1$4.43
2013Summary only. Only limited summary data is available for this year.$5.93$0.48$5.45$26.5$26.2$0.34
2012Summary only. Only limited summary data is available for this year.$5.22$0.11$5.11$25.3$24.8$0.50
2011Summary only. Only limited summary data is available for this year.$4.72$0.12$4.60$23.9$24.2$0.30