Civic Intelligence

Teamsters Union Local 331 Health and Welfare Trust Fund

990 • Fiscal year 2017 • EIN 23-6737795

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 07, 2018

Organization ProfileN/A

View Organization Page

1 Philadelphia AvenueEgg Harbor City, NJ 08215-1168

(609) 485-0837

Siviq Scores

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

Liabilities / Assets

47th percentile

0.01x

Higher debt load relative to assets than 47% of similar nonprofits.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

77th percentile

0.13x

Higher debt load relative to revenue than 77% of similar nonprofits.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2017

Net Margin

1st percentile

-118%

Higher net margin than 1% of similar nonprofits.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

17th percentile

$0

Higher top officer pay than 17% of similar nonprofits.

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

2017 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2017

Asset Growth

22nd percentile

-1.6%

Faster asset growth than 22% of similar nonprofits.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

15th percentile

-8.4%

Faster revenue growth than 15% of similar nonprofits.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$1,018,885

Down $16,371 (-1.6%) from 2016

Net Assets

Down

$1,006,885

Down $22,116 (-2.1%) from 2016

Liabilities

Up

$12,000

Up $5,745 (+92%) from 2016

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin1st percentile

Revenue

Down

$92,717

Down $8,536 (-8.4%) from 2016

Expenses

Up

$201,785

Up $2,599 (+1.3%) from 2016

Net Income

Down

-$109,068

Down $11,135 (-11%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$1.5M$1.0M$500K$0Assets 2011: $745,638Liabilities 2011: $0Net Assets 2011: $745,6382011Assets 2012: $643,892Liabilities 2012: $0Net Assets 2012: $643,8922012Assets 2013: $1,245,767Liabilities 2013: $1,463Net Assets 2013: $1,244,3042013Assets 2014: $1,211,397Liabilities 2014: $0Net Assets 2014: $1,211,3972014Assets 2015: $1,074,654Liabilities 2015: $0Net Assets 2015: $1,074,6542015Assets 2016: $1,035,256Liabilities 2016: $6,255Net Assets 2016: $1,029,0012016Assets 2017: $1,018,885Liabilities 2017: $12,000Net Assets 2017: $1,006,8852017Assets 2018: $878,521Liabilities 2018: $0Net Assets 2018: $878,5212018Assets 2020: $891,520Liabilities 2020: $0Net Assets 2020: $891,5202020Assets 2021: $928,999Liabilities 2021: $2,170Net Assets 2021: $926,8292021Assets 2022: $804,007Liabilities 2022: $7,604Net Assets 2022: $796,4032022Assets 2023: $900,255Liabilities 2023: $116,796Net Assets 2023: $783,4592023Assets 2024: $830,705Liabilities 2024: $65,597Net Assets 2024: $765,1082024

Highlighted filing

2017

Assets$1,018,885
Liabilities$12,000
Net Assets$1,006,885
Open 2017 Filing

Operations Trend

Revenue Growth15th percentile

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

$300K$200K$100K$0-$100K-$200KExpenses 2011: $210,2952011Expenses 2012: $169,6502012Revenue 2013: $61,073Expenses 2013: $145,521Net Income 2013: -$84,4482013Revenue 2014: $104,036Expenses 2014: $184,938Net Income 2014: -$80,9022014Revenue 2015: $105,387Expenses 2015: $245,136Net Income 2015: -$139,7492015Revenue 2016: $101,253Expenses 2016: $199,186Net Income 2016: -$97,9332016Revenue 2017: $92,717Expenses 2017: $201,785Net Income 2017: -$109,0682017Revenue 2018: $99,011Expenses 2018: $202,575Net Income 2018: -$103,5642018Revenue 2020: $93,046Expenses 2020: $176,880Net Income 2020: -$83,8342020Revenue 2021: $121,218Expenses 2021: $155,900Net Income 2021: -$34,6822021Revenue 2022: $127,410Expenses 2022: $136,967Net Income 2022: -$9,5572022Revenue 2023: $129,351Expenses 2023: $185,653Net Income 2023: -$56,3022023Revenue 2024: $168,364Expenses 2024: $237,231Net Income 2024: -$68,8672024

Highlighted filing

2017

Revenue$92,717
Expenses$201,785
Net Income-$109,068
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 7, 2018
Return Version
2017v2.3
Gross Receipts
$92,717
Mission and Program Overview

Mission

Provide benefits to union members. These benefits include health & welfare benefits, scholarships, training and legal services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,029,001$1,006,885▼ $22,116
Investments in Publicly Traded Securities$569,893$716,845▲ $146,952
Savings and Temporary Cash Investments$446,470$283,683▼ $162,787
Accounts Receivable$12,485$12,350▼ $135
Prepaid Expenses and Deferred Charges$5,627$5,627→ $0
Land, Buildings, and Equipment, Net$781$380▼ $401
Total Assets$1,035,256$1,018,885▼ $16,371
Liabilities
Accounts Payable and Accrued Expenses$6,255$12,000▲ $5,745
Total Liabilities$6,255$12,000▲ $5,745
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,029,001$1,006,885▼ $22,116
Total Liabilities and Net Assets / Fund Balance$1,035,256$1,018,885▼ $16,371

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$380$136,065$136,445
Compensation and Service Providers
Top Officer Pay17th percentile

Board Members and Trustees

NameTitle
Abimael OrtizTrustee
Frank Banko IiiTrustee
Frank PhillipsTrustee
Luis FonsecaTrustee
Marcus KingTrustee
Thomas RitterTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$88,727
Investment Income
$1,496
Other Revenue
$2,494
Change in Net Assets
$-109,068

Audited Revenue Reconciliation

Revenue per Audited Statements
$92,717
Revenue Not Reported on Form 990
$86,952
Total Revenue per Audited Statements
$179,669
Total Revenue per Form 990
$92,717
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$46,118
Salaries, Compensation, and Employee Benefits$28,421
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$127,246
Other Salaries and Wages---$15,979
Occupancy---$15,912
Fees for Services Accounting---$14,200
Other Employee Benefits---$6,954
Fees for Services Other---$5,513
Insurance---$4,429
Information Technology---$4,404
Pension Plan Contributions---$3,920
Payroll Taxes---$1,568
Depreciation Depletion---$401
Office Expenses---$352
Other Expenses---$307
Conferences and Meetings---$46
Total Functional Expenses$0$0$0$201,785

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$201,785
Total Expenses per Audited Statements$196,040
Expenses per Audited Statements$189,785
Expenses Not Reported on Financial Statements$12,000
Other Expense Adjustments$12,000
Expenses Not Reported on Form 990$6,255
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
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

Form 990, Page 6, Part VI, Line 11B

“The trustees are provided a copy of the form 990 prior to issuance. After review of the form it is signed and forwarded to the irs.”

Form 990, Page 6, Part VI, Line 12C

“The fund is subject to the employee retirement income security act (erisa) which outlines prohibitive transaction between parties in interest.”

Form 990, Page 6, Part VI, Line 15A

“The trustees review pay scales and benefit packages for all staff at trustees meetings with written minutes as substantiation of actions taken.”

Form 990, Page 6, Part VI, Line 15B

“The trustees review pay scales and benefit packages for all staff at trustees meetings with written minutes as substantiation of actions taken.”

Form 990, Page 6, Part VI, Line 19

“Governing documents, conflicts of interest policy, and financial statements are made available to the public on request.”

Filing and Contact Details

Filer

Filer Name
Teamsters Union Local 331
EIN
23-6737795
Phone
6094850837
Address
1 PHILADELPHIA AVENUE, EGG HARBOR CITY, NJ 08215-1168

Signing Officer

Name
Marcus King
Title
Trustee
Phone
6094850837
Signed
2018-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marcus King
Formed
1983
Legal Domicile
Nj
Voting Board Members
4
Independent Board Members
4
Employees
2

Preparer

Firm
Kosmerl & Company Pc
Address
535 N 5TH ST, READING, PA 19601
Preparer
John C Kosmerl CPA
Phone
6103725815
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 4, Part XII, Line 2D

“Benefit payables/expense reported on statement of changes 0 of benefit obligations. - 01/01/2017 6,255”

Schedule D, Page 4, Part XII, Line 4B

“Benefit payables/expense reported on statement of changes 0 of benefit obligations - 12/31/2017 12,000”

Raw XML Appendix306 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1BENEFIT PAYABLES/EXPENSE REPORTED ON STATEMENT OF CHANGES 0 OF BENEFIT OBLIGATIONS - 12/31/2017 12,000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEES ARE PROVIDED A COPY OF THE FORM 990 PRIOR TO ISSUANCE. AFTER REVIEW OF THE FORM IT IS SIGNED AND FORWARDED TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FUND IS SUBJECT TO THE EMPLOYEE RETIREMENT INCOME SECURITY ACT (ERISA) WHICH OUTLINES PROHIBITIVE TRANSACTION BETWEEN PARTIES IN INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUSTEES REVIEW PAY SCALES AND BENEFIT PACKAGES FOR ALL STAFF AT TRUSTEES MEETINGS WITH WRITTEN MINUTES AS SUBSTANTIATION OF ACTIONS TAKEN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUSTEES REVIEW PAY SCALES AND BENEFIT PACKAGES FOR ALL STAFF AT TRUSTEES MEETINGS WITH WRITTEN MINUTES AS SUBSTANTIATION OF ACTIONS TAKEN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ON REQUEST.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01006885
IRS990/TotalProgramServiceRevenueAmt088727
IRS990/TotalRevenueGrp/ExclusionAmt01496
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt091221
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt092717
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01035256
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01018885
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01 PHILADELPHIA AVE
IRS990/USAddress/CityNm0EGG HARBOR CITY
IRS990/USAddress/StateAbbreviationCd0NJ
IRS990/USAddress/ZIPCd008215
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARCUS KING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06094850837
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TEAMSTERS UNION LOCAL 331
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH AND WELFARE TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0TEAM
ReturnHeader/Filer/EIN0236737795
ReturnHeader/Filer/PhoneNum06094850837
ReturnHeader/Filer/USAddress/AddressLine1Txt01 PHILADELPHIA AVENUE
ReturnHeader/Filer/USAddress/CityNm0EGG HARBOR CITY
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.163.95.246
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:21:45
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232872012
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KOSMERL & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0535 N 5TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0READING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019601
ReturnHeader/PreparerPersonGrp/PhoneNum06103725815
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN C KOSMERL CPA
ReturnHeader/ReturnTs02018-11-15T11:21:45-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,018,885
Liabilities
$12,000
Net assets
$1,006,885
Revenue
$92,717
Expenses
$201,785
Net income
-$109,068
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.83$0.07$0.77$0.17$0.24$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.90$0.12$0.78$0.13$0.19$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.80$0.01$0.80$0.13$0.14$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.12$0.16$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.09$0.18$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.10$0.20$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.02$0.01$1.01$0.09$0.20$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.04$0.01$1.03$0.10$0.20$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.11$0.25$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.10$0.18$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.24$0.06$0.15$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.00$0.64$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.00$0.75$0.21