Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Teamsters Local 211 Employee Welfare Benefit Fund
EIN 23-7343218 • 501(c)9
Profile
Provides to its members preventative health care benefits.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
No value available
Liabilities / Revenue
80th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
66th percentile
Higher net margin than 66% of similar nonprofits.
Top Officer Pay
75th percentile
Higher top officer pay than 75% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
46th percentile
Faster asset growth than 46% of similar nonprofits.
Revenue Growth
89th percentile
Faster revenue growth than 89% of similar nonprofits.
Balance Sheet
Assets
Down$0
Down $197,512 (-100%) from 2012
Liabilities
Down$0
Down $816 (-100%) from 2012
Net Assets
Down$0
Down $196,696 (-100%) from 2012
Revenue
Up$17,747
Up $5,730 (+48%) from 2012
Expenses
Up$17,161
Up $2,703 (+19%) from 2012
Net Income
Up$586
Up $3,027 (+124%) from 2012
Trend Graphs
Filings
Most recent year
2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $0
- Liabilities
- $0
- Net assets
- $0
- Revenue
- $17,747
- Expenses
- $17,161
- Net income
- $586
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2013 to Dec 31, 2013
- Signed
- Nov 10, 2014
- Return Version
- 2013v3.0
- Gross Receipts
- $100,422
Mission and Program Overview
Mission
Provides to its members preventative health care benefits.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Preventative Health Screenings (Physical Exams) are made available to eligible participants as provided under the collective bargaining agreements & the agreement & declaration of Trust. | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Joseph A Molinero | Chairman & Trustee | PT | $0 | - | - |
| Henry D Gorman Jr | Secretary & Trustee | - | $0 | - | - |
| Frank DiPerna | Trustee | - | $0 | - | - |
| Joseph Barbano | Trustee | - | $0 | - | - |
| Stephen B Spolar | Trustee | - | $0 | - | - |
| Doug Bailey | Trustee | - | $0 | - | - |
Filing and Contact Details
Filer
- EIN
- 23-7343218
- Phone
- 4122812242
Signing Officer
- Name
- Joseph A Molinero
- Title
- Chairman & Trustee
- Phone
- 4122812242
- Signed
- 2014-11-10
- Discuss with paid preparer
- Yes
Preparer
- Preparer
- Paul E Block CPA
- Phone
- 7248634261
Supplemental Narrative
Additional Explanations
Form 990-EZ, Part I, Line 4 - Other Investment Income
“Description: Dividend Income. Amount: 4,580.”
Form 990-EZ, Part I, Line 16 - Other Expenses
“Description: Fiduciary Insurance Expense. Amount: 47. Description: Fidelity Bond Expense. Amount: 230. Description: Administrative Fees. Amount: 2,384. Description: Actuarial Fees. Amount: 750. Description: Investment Expense. Amount: 1,484. Total to Form 990-EZ, line 16: 4,895.”
Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets
“Description: Transferred Assets to Teamsters Local Union #211 Prepaid Legal Services Plan. Amount: -197,282.”
Form 990-EZ, Line 20, Other Changes in Net Assets or Fund Balances
“In accordance with the Agreement between the Joint Board of Trustees of this Plan and the Joint Board of Trustees of the Teamsters Local Union No. 211 Prepaid Legal Services Fund ("Termination Agreement") entered into on December 4, 2013, this Plan was terminated effective December 31, 2013 and all assets were to be transferred to the Teamsters Local Union No. 211 Prepaid Legal Services Fund as soon as administratively feasible. Additionally, under the Termination Agreement, the Teamsters Local Union No. 211 Prepaid Legal Services Fund assumed and was liable for all duties, liabilities and responsibilities related to this Plan, including paying or settling of all feees or other expenses due as of the date of the termination. As a result, this Plan has changed its basis of accounting to the liquidation basis. In accordance with the Termination Agreement, on December 10, 2013, assets of $197,282 were transferred out of this Plan and into the Local Union No. 211 Prepaid Legal Services Fund. The assets were comprised of cash of $3,206 and the FMV of investments of $194,076. Subsequent to this transfer, this Plan had no remaining benefit obligations, assets or liabilities.”
Form 990-EZ, Part II, Line 24 - Other Assets
“Description: Prepaid Expenses. Beg. of Year Amount: 251. End of Year Amount: 0.”
Form 990-EZ, Part II, Line 26 - Other Liabilities
“Description: Accounts Payable. Beg. of Year Amount: 816. End of Year Amount: 0.”
Raw XML Appendix154 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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| IRS990EZ/BenefitsPaidToOrForMembersAmt | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Joseph A Molinero Chairman Trus |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4122812242 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | 625 Stanwix Street No 1903 |
| IRS990EZ/BooksInCareOfDetail/USAddress/City | 0 | Pittsburgh |
| IRS990EZ/BooksInCareOfDetail/USAddress/State | 0 | PA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 152221417 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 197261 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 82675 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 586 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 12266 |
| IRS990EZ/FinalReturnInd | 0 | X |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 197512 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 13167 |
| IRS990EZ/GrossReceiptsAmt | 0 | 100422 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 4580 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingOtherDesc | 0 | Modified Cash |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 196696 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 196696 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Joseph A Molinero |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Henry D Gorman Jr |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Frank DiPerna |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Joseph Barbano |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Stephen B Spolar |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Doug Bailey |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Chairman & Trustee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Secretary & Trustee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Trustee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Trustee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Trustee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Trustee |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 1 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 251 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -197282 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 4895 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Provides to its members preventative health care benefits. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Preventative Health Screenings (Physical Exams) are made available to eligible participants as provided under the collective bargaining agreements & the agreement & declaration of Trust. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 95842 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 816 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 17161 |
| IRS990EZ/TotalRevenueAmt | 0 | 17747 |
| IRS990EZ/TypeOfOrganizationTrustInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleN/AssetsDistributedInd | 0 | 0 |
| IRS990ScheduleN/AttorneyGeneralNotifiedInd | 0 | 0 |
| IRS990ScheduleN/BondsOutstandingInd | 0 | 0 |
| IRS990ScheduleN/DirectorOfSuccessorInd | 0 | 0 |
| IRS990ScheduleN/EmployeeOfSuccessorInd | 0 | 0 |
| IRS990ScheduleN/LiabilitiesPaidInd | 0 | 0 |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc | 0 | Cash and Investments |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1 | 0 | Teamsters Local No 211 Prepaid Legal Services Plan |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt | 0 | 2013-12-10 |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN | 0 | 251323285 |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt | 0 | 197282 |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt | 0 | IRC Sec. 501(c)(9) - Voluntary Employee Beneficiary Associations |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt | 0 | This Plan measures its investments at fair value in accordance with FASB Codification, Fair Value Measurements, which provides the framework for measuring fair value. |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1 | 0 | 625 Stanwix Street |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/City | 0 | Pittsburgh |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/State | 0 | PA |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCode | 0 | 15222 |
| IRS990ScheduleN/OwnerOfSuccessorInd | 0 | 0 |
| IRS990ScheduleN/ReceiveCompensationInd | 0 | 0 |
| IRS990ScheduleN/RequiredToNotifyAGInd | 0 | 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description: Dividend Income. Amount: 4,580. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Description: Fiduciary Insurance Expense. Amount: 47. Description: Fidelity Bond Expense. Amount: 230. Description: Administrative Fees. Amount: 2,384. Description: Actuarial Fees. Amount: 750. Description: Investment Expense. Amount: 1,484. Total to Form 990-EZ, line 16: 4,895. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Description: Transferred Assets to Teamsters Local Union #211 Prepaid Legal Services Plan. Amount: -197,282. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | In accordance with the Agreement between the Joint Board of Trustees of this Plan and the Joint Board of Trustees of the Teamsters Local Union No. 211 Prepaid Legal Services Fund ("Termination Agreement") entered into on December 4, 2013, this Plan was terminated effective December 31, 2013 and all assets were to be transferred to the Teamsters Local Union No. 211 Prepaid Legal Services Fund as soon as administratively feasible. Additionally, under the Termination Agreement, the Teamsters Local Union No. 211 Prepaid Legal Services Fund assumed and was liable for all duties, liabilities and responsibilities related to this Plan, including paying or settling of all feees or other expenses due as of the date of the termination. As a result, this Plan has changed its basis of accounting to the liquidation basis. In accordance with the Termination Agreement, on December 10, 2013, assets of $197,282 were transferred out of this Plan and into the Local Union No. 211 Prepaid Legal Services Fund. The assets were comprised of cash of $3,206 and the FMV of investments of $194,076. Subsequent to this transfer, this Plan had no remaining benefit obligations, assets or liabilities. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Description: Prepaid Expenses. Beg. of Year Amount: 251. End of Year Amount: 0. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Description: Accounts Payable. Beg. of Year Amount: 816. End of Year Amount: 0. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Part I, Line 4 - Other Investment Income |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990-EZ, Part I, Line 16 - Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990-EZ, Line 20, Other Changes in Net Assets or Fund Balances |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990-EZ, Part II, Line 24 - Other Assets |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990-EZ, Part II, Line 26 - Other Liabilities |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract. |
| ReturnHeader/BuildTS | 0 | 2015-11-30 17:44:51Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Joseph A Molinero |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Chairman & Trustee |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4122812242 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2014-11-10 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | Teamsters Local 211 Employee Welfare Benefit Fund |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | TEAM |
| ReturnHeader/Filer/EIN | 0 | 237343218 |
| ReturnHeader/Filer/PhoneNum | 0 | 4122812242 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | 625 Stanwix Street No 1903 |
| ReturnHeader/Filer/USAddress/City | 0 | Pittsburgh |
| ReturnHeader/Filer/USAddress/State | 0 | PA |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 152221417 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 461686881 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | Albanese Sinchar Smith & Co |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | 12875 Route 30 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | North Huntingdon |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | PA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 15642 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7248634261 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Paul E Block CPA |
| ReturnHeader/ReturnTs | 0 | 2014-11-10T14:28:44-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2013-12-31 |
| ReturnHeader/TaxYr | 0 | 2013 |
Document Assets
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