Civic Intelligence

Teamsters Union Local 331 Health and Welfare Trust Fund

990 • Fiscal year 2018 • EIN 23-6737795

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 21, 2019

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

34th percentile

0.00x

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

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

34th percentile

0.00x

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

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Net Margin

1st percentile

-105%

Higher net margin than 1% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Asset Growth

8th percentile

-14%

Faster asset growth than 8% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

69th percentile

6.8%

Faster revenue growth than 69% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets34th percentile

Assets

Down

$878,521

Down $140,364 (-14%) from 2017

Net Assets

Down

$878,521

Down $128,364 (-13%) from 2017

Liabilities

Down

$0

Down $12,000 (-100%) from 2017

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin1st percentile

Revenue

Up

$99,011

Up $6,294 (+6.8%) from 2017

Expenses

Up

$202,575

Up $790 (+0.4%) from 2017

Net Income

Up

-$103,564

Up $5,504 (+5.0%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth8th 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

2018

Assets$878,521
Liabilities$0
Net Assets$878,521
Open 2018 Filing

Operations Trend

Revenue Growth69th 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

2018

Revenue$99,011
Expenses$202,575
Net Income-$103,564
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 21, 2019
Return Version
2018v3.1
Gross Receipts
$99,011
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$1,006,885$878,521▼ $128,364
Investments in Publicly Traded Securities$716,845$692,045▼ $24,800
Savings and Temporary Cash Investments$283,683$170,122▼ $113,561
Accounts Receivable$12,350$13,430▲ $1,080
Prepaid Expenses and Deferred Charges$5,627$2,813▼ $2,814
Land, Buildings, and Equipment, Net$380$111▼ $269
Total Assets$1,018,885$878,521▼ $140,364
Liabilities
Accounts Payable and Accrued Expenses$12,000--
Total Liabilities$12,000$0▼ $12,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,006,885$878,521▼ $128,364
Total Liabilities and Net Assets / Fund Balance$1,018,885$878,521▼ $140,364

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$97$124,322$124,419
Other Land Buildings$14$1,807$1,821
Compensation and Service Providers
Top Officer Pay31st percentile

Board Members and Trustees

NameTitle
Abimael OrtizTrustee
Luis FonsecaTrustee
Marcus KingTrustee
Thomas RitterTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$92,519
Investment Income
$803
Other Revenue
$5,689
Change in Net Assets
$-103,564

Audited Revenue Reconciliation

Revenue per Audited Statements
$99,011
Revenue Not Reported on Form 990
$-24,800
Total Revenue per Audited Statements
$74,211
Total Revenue per Form 990
$99,011
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$54,375
Salaries, Compensation, and Employee Benefits$28,920
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$119,280
Fees for Services Accounting---$22,850
Other Salaries and Wages---$16,337
Occupancy---$16,036
Other Employee Benefits---$7,117
Insurance---$5,347
Information Technology---$4,140
Pension Plan Contributions---$4,074
Office Expenses---$3,619
Payroll Taxes---$1,392
Fees for Services Other---$1,000
Other Expenses---$315
Depreciation Depletion---$269
Conferences and Meetings---$122
Total Functional Expenses$0$0$0$202,575

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$214,575
Expenses per Audited Statements$202,575
Total Expenses per Form 990$202,575
Expenses Not Reported on Form 990$12,000
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
2019-10-21
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
1

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. - 01/01/2018 12,000”

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

“Benefit payables/expense reported on statement of changes 0 of benefit obligations - 12/31/2018 0”

Raw XML Appendix300 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/FSAuditedInd0true
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IRS990/GroupReturnForAffiliatesInd0false
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0803
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0716845
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0692045
IRS990/IRPDocumentCnt03
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt0380
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IRS990/LandBldgEquipCostOrOtherBssAmt0126240
IRS990/LegalDomicileStateCd0NJ
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0PROVIDE BENEFITS TO UNION MEMBERS. THESE BENEFITS INCLUDE HEALTH & WELFARE BENEFITS, SCHOLARSHIPS, TRAINING AND LEGAL SERVICES.
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IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01006885
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IRS990/NetUnrlzdGainsLossesInvstAmt0-24800
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
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IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/TotalAmt07117
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IRS990/OtherExpensesGrp/Desc1DUES & SUBSCRIPTIONS
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IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/TotalAmt01392
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1BENEFIT PAYABLES/EXPENSE REPORTED ON STATEMENT OF CHANGES 0 OF BENEFIT OBLIGATIONS - 12/31/2018 0
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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/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
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/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TypeOfOrganizationOtherInd0X
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IRS990/USAddress/AddressLine1Txt01 PHILADELPHIA AVE
IRS990/USAddress/CityNm0EGG HARBOR CITY
IRS990/USAddress/StateAbbreviationCd0NJ
IRS990/USAddress/ZIPCd008215
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARCUS KING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06094850837
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-21
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
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd0082151168
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F7642E7219E1BA7591D5224DC9163471DB1D9771
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F7642E7219E1BA7591D5224DC9163471DB1D9771
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.163.95.246
ReturnHeader/FilingSecurityInformation/IPDt02019-11-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:37:52
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/PreparationDt02019-10-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN C KOSMERL CPA
ReturnHeader/ReturnTs02019-11-08T15:37:52-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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
$878,521
Liabilities
$0
Net assets
$878,521
Revenue
$99,011
Expenses
$202,575
Net income
-$103,564
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