Civic Intelligence

Local 36448 Health & Welfare Trust

EIN 23-7297347 • 501(c)9 • Akron, OH

View Organization Page

Profile

Payment of hospitalization and dental premiums to primary carriers.

855 Carroll StreetAkron, OH 44310

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

68th percentile

0.00x

Higher debt load relative to assets than 68% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

80th percentile

0.00x

Higher debt load relative to revenue than 80% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2024

Net Margin

85th percentile

39%

Higher net margin than 85% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2024

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

501(c)9 • <$500k nonprofits • Source year 2024

Asset Growth

96th percentile

40%

Faster asset growth than 96% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

77th percentile

6.3%

Faster revenue growth than 77% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$414,149

Up $117,957 (+40%) from 2023

Liabilities

Flat

$50

Flat from 2023

Net Assets

Up

$414,099

Up $117,957 (+40%) from 2023

Operations
Liabilities / Revenue80th percentileNet Margin85th percentile

Revenue

Up

$306,263

Up $18,026 (+6.3%) from 2023

Expenses

Up

$188,306

Up $12,636 (+7.2%) from 2023

Net Income

Up

$117,957

Up $5,390 (+4.8%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth96th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2010: $116,076Liabilities 2010: $0Net Assets 2010: $116,0762010Assets 2011: $142,103Liabilities 2011: $0Net Assets 2011: $142,1032011Assets 2012: $161,604Liabilities 2012: $0Net Assets 2012: $161,6042012Assets 2013: $147,812Liabilities 2013: $0Net Assets 2013: $147,8122013Assets 2014: $100,852Liabilities 2014: $0Net Assets 2014: $100,8522014Assets 2015: $105,805Liabilities 2015: $0Net Assets 2015: $105,8052015Assets 2016: $125,981Liabilities 2016: $0Net Assets 2016: $125,9812016Assets 2017: $190,049Liabilities 2017: $0Net Assets 2017: $190,0492017Assets 2018: $195,845Liabilities 2018: $0Net Assets 2018: $195,8452018Assets 2020: $112,789Liabilities 2020: $0Net Assets 2020: $112,7892020Assets 2021: $79,064Liabilities 2021: $50Net Assets 2021: $79,0142021Assets 2022: $183,626Liabilities 2022: $51Net Assets 2022: $183,5752022Assets 2023: $296,192Liabilities 2023: $50Net Assets 2023: $296,1422023Assets 2024: $414,149Liabilities 2024: $50Net Assets 2024: $414,0992024

Highlighted filing

2024

Assets$414,149
Liabilities$50
Net Assets$414,099
Open 2024 Filing

Operations Trend

Revenue Growth77th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KExpenses 2010: $97,2942010Expenses 2011: $96,4482011Expenses 2012: $103,4912012Expenses 2013: $154,4852013Revenue 2014: $151,282Expenses 2014: $198,242Net Income 2014: -$46,9602014Revenue 2015: $168,596Expenses 2015: $163,643Net Income 2015: $4,9532015Revenue 2016: $183,749Expenses 2016: $163,573Net Income 2016: $20,1762016Revenue 2017: $242,958Expenses 2017: $178,890Net Income 2017: $64,0682017Revenue 2018: $220,260Expenses 2018: $214,464Net Income 2018: $5,7962018Revenue 2020: $117,506Expenses 2020: $195,591Net Income 2020: -$78,0852020Revenue 2021: $131,304Expenses 2021: $165,079Net Income 2021: -$33,7752021Revenue 2022: $272,260Expenses 2022: $167,699Net Income 2022: $104,5612022Revenue 2023: $288,237Expenses 2023: $175,670Net Income 2023: $112,5672023Revenue 2024: $306,263Expenses 2024: $188,306Net Income 2024: $117,9572024

Highlighted filing

2024

Revenue$306,263
Expenses$188,306
Net Income$117,957
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$414,149
Liabilities
$50
Net assets
$414,099
Revenue
$306,263
Expenses
$188,306
Net income
$117,957
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$3.06$1.88$1.18
2023Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$2.88$1.76$1.13
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.84$0.00$1.84$2.72$1.68$1.05
2021Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$1.31$1.65$0.34
2020Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$1.18$1.96$0.78
2018Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$2.20$2.14$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$2.43$1.79$0.64
2016Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$1.84$1.64$0.20
2015Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$1.69$1.64$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$1.51$1.98$0.47
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.48$0.00$1.48$1.54
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.62$0.00$1.62$1.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.42$0.00$1.42$0.96
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.00$1.16$0.97
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2023 to Oct 31, 2024
Signed
May 30, 2025
Return Version
2023v6.0
Gross Receipts
$306,263
Mission and Program Overview

Mission

Payment of hospitalization and dental premiums to primary carriers.

Payments of hospitalization and dental premiums to primary carriers

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$271,652$393,318▲ $121,666
Savings and Temporary Cash Investments$11,266$11,266→ $0
Accounts Receivable$13,274$9,565▼ $3,709
Total Assets$296,192$414,149▲ $117,957
Liabilities
Accounts Payable and Accrued Expenses$50$50→ $0
Total Liabilities$50$50→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$296,142$414,099▲ $117,957
Total Net Assets Fund Balance$296,142$414,099▲ $117,957
Total Liabilities and Net Assets / Fund Balance$296,192$414,149▲ $117,957
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Jesse FeisterAdministrato
Tim BennettEmployee Tru
Gregg MervisEmployer Tru
Joseph SchreiberTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$306,262
Investment Income
$1
Other Revenue
$0
Change in Net Assets
$117,957
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$9,324
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
Benefits to Members$178,982--$178,982
Fees for Services Accounting-$5,500-$5,500
Insurance-$2,463-$2,463
Fees for Services Legal-$1,361-$1,361
Total Functional Expenses$178,982$9,324$0$188,306
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
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

Governance Explanations

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

“Officers review and sign form 990 before it is released”

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

“Trustees rule on potential conflicts of interest, as needed”

Form 990, Page 6, Part VI, Line 19

“Governing documents, policies and financial statements are available upon request”

Filing and Contact Details

Filer

Filer Name
Local 36448 Health & Welfare Trust
EIN
23-7297347
Phone
3302539642
Address
855 CARROLL STREET, AKRON, OH 44310
Doing Business As
Local 36448 Health & Welfare Trust

Signing Officer

Name
Joseph Schreiber
Title
Treasurer
Phone
3302539642
Signed
2025-05-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph Schreiber
Legal Domicile
Oh
Voting Board Members
4
Independent Board Members
0
Employees
0

Preparer

Firm
Dg Perry Pllc
Address
3711 STARRS CENTRE DR, CANFIELD, OH 44406
Preparer
Bruce Flyak CPA
Phone
3307028100
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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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