Civic Intelligence

Kittanning Teamsters and Employees Welfare Fund

EIN 25-6090934 • 501(c)9 • Worthington, PA

Revoked

View Organization Page

Profile

To provide for Health and Welfare benefits to eligible members of the participating companies signatory to collective bargaining agreements entered into with certain local unions affiliated with the International Brotherhood of Teamsters.

Revocation date: May 15, 2017

PO Box 422Worthington, PA 16262-0422

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2013

Liabilities / Revenue

80th percentile

0.00x

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

501(c)9 • <$500k nonprofits • Source year 2013

Net Margin

11th percentile

-12219%

Higher net margin than 11% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2013

Top Officer Pay

92nd percentile

$97,614

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 41715.4% of source-year revenue.

501(c)9 • <$500k nonprofits • Source year 2013

Asset Growth

46th percentile

-100%

Faster asset growth than 46% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $56,831 (-100%) from 2012

Liabilities

Down

$0

Down $28,239 (-100%) from 2012

Net Assets

Down

$0

Down $28,592 (-100%) from 2012

Operations
Liabilities / Revenue80th percentileNet Margin11th percentile

Revenue

$234

No earlier filing loaded for comparison.

Expenses

Down

$28,826

Down $3,350,527 (-99%) from 2012

Net Income

-$28,592

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,616,747Liabilities 2010: $397,272Net Assets 2010: $1,219,4752010Assets 2011: $1,177,382Liabilities 2011: $364,459Net Assets 2011: $812,9232011Assets 2012: $56,831Liabilities 2012: $28,239Net Assets 2012: $28,5922012Assets 2013: $0Liabilities 2013: $0Net Assets 2013: $02013

Highlighted filing

2013

Assets$0
Liabilities$0
Net Assets$0
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $4,372,2792010Expenses 2011: $4,645,0442011Expenses 2012: $3,379,3532012Revenue 2013: $234Expenses 2013: $28,826Net Income 2013: -$28,5922013

Highlighted filing

2013

Revenue$234
Expenses$28,826
Net Income-$28,592
Open 2013 Filing

Filings

Most recent year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$234
Expenses
$28,826
Net income
-$28,592
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.03$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.03$0.03$3.38
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$0.36$0.81$4.65
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.62$0.40$1.22$4.37
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 17, 2014
Return Version
2013v3.0
Gross Receipts
$234
Mission and Program Overview

Mission

To provide for Health and Welfare benefits to eligible members of the participating companies signatory to collective bargaining agreements entered into with certain local unions affiliated with the International Brotherhood of Teamsters.

Health and Welfare Fund Exempt Under IRC Sec. 501(c)(9).

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$55,925$0▼ $55,925
Rtn Earn Endowment Incm Other Fnds$28,592$0▼ $28,592
Prepaid Expenses and Deferred Charges$851$0▼ $851
Land, Buildings, and Equipment, Net$55$0▼ $55
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$56,831$0▼ $56,831
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$28,239$0▼ $28,239
Total Liabilities$28,239$0▼ $28,239
Net Assets / Fund Balance
Total Net Assets Fund Balance$28,592$0▼ $28,592
Total Liabilities and Net Assets / Fund Balance$56,831$0▼ $56,831

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$50,561$50,561
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleOtherTotal
Betty Rose FischerTrustee$97,614$97,614
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$8
Other Revenue
$226
Change in Net Assets
$-28,592

Audited Revenue Reconciliation

Revenue per Audited Statements
$234
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$234
Total Revenue per Form 990
$234
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$19,413
Salaries, Compensation, and Employee Benefits$9,413
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Insurance---$14,061
Other Salaries and Wages---$8,528
Fees for Services Legal---$2,466
Fees for Services Accounting---$2,000
Payroll Taxes---$885
Occupancy---$370
Depreciation Depletion---$55
Other Expenses---$5
Total Functional Expenses$0$0$0$28,826

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$28,826
Total Expenses per Audited Statements$28,826
Total Expenses per Form 990$28,826
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 2

“Betty Rose Fisher, who is a Trustee, and Mary Jane Polochak, the Fund's Administrative Manager, are sisters.”

Form 990, Part VI, Section A, line 6

“The Executive Board of Trustees are elected by the membership. All members in good standing are eligible to vote.”

Form 990, Part VI, Section A, line 7B

“The Joint Board of Trustees are appointed to make decisions on behalf of the Members.”

Form 990, Part VI, Section B, line 11

“It is the intent of the Local Union to always present the Form 990 to the full Board of Trustees before it is filed.”

Form 990, Part VI, Section B, line 15

“The Joint Board of Trustees review and approve the annual salaries and bonuses of key employees.”

Form 990, Part VI, Section C, line 18

“The Organization makes all Form 990 s and other governing documents and policies available upon request.”

Form 990, Part VI, Section C, line 19

“The Organization makes all Form 990's and other governing documents and policies available upon request.”

Filing and Contact Details

Filer

EIN
25-6090934
Phone
7242973684

Signing Officer

Name
Betty Rose Fischer
Title
Trustee
Phone
7242973684
Signed
2014-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Betty Rose Fischer
Formed
1947
Legal Domicile
Pa
Voting Board Members
0
Independent Board Members
0
Employees
1
Volunteers
0

Preparer

Preparer
Paul E Block CPA
Phone
7248634261
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 2C

“The Board of Trustees assumes the responsibility for oversight of the audit.”

Financial Statement Notes

Part X, Line 2:

“The Trust established under the Plan to hold the Fund's assets is intended to qualify pursuant to Internal Revenue Code Section 501(c)(9), and accordingly, the Trust's net investment income is exempt from income taxes. The Fund has obtained a favorable tax determination letter from the U.S. Treasury Department, Internal Revenue Service. The Trustees of the Fund believe that the Plan, as amended, continues to qualify and to operate in accordance with applicable provisions of the Internal Revenue Code, therefore no provision for income taxes has been made. Accounting principles generally accepted in the United States of America require plan management to evaluate tax positions taken by the Fund and recognize a tax liability (or asset) if the Fund has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. The Trustees have analyzed the tax positions taken by the Fund, and have concluded that as of December 31, 2013 and 2012, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The Fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The Trustees believe it is no longer subject to income tax examinations for years prior to 2011.”

Raw XML Appendix331 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/ExplanationTxt0The Trust established under the Plan to hold the Fund's assets is intended to qualify pursuant to Internal Revenue Code Section 501(c)(9), and accordingly, the Trust's net investment income is exempt from income taxes. The Fund has obtained a favorable tax determination letter from the U.S. Treasury Department, Internal Revenue Service. The Trustees of the Fund believe that the Plan, as amended, continues to qualify and to operate in accordance with applicable provisions of the Internal Revenue Code, therefore no provision for income taxes has been made. Accounting principles generally accepted in the United States of America require plan management to evaluate tax positions taken by the Fund and recognize a tax liability (or asset) if the Fund has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. The Trustees have analyzed the tax positions taken by the Fund, and have concluded that as of December 31, 2013 and 2012, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The Fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The Trustees believe it is no longer subject to income tax examinations for years prior to 2011.
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IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0On December 2, 2011, the Trustees approved a resolution to terminate the Fund during 2012. As a result, the Fund changed its basis of accounting to the liquidation basis. The termination of the Fund resulted in the allocation of the funds then in trust, after payment of all reasonable expenses, taxes or proper charges, to the participants and beneficiaries of the Fund for their exclusive benefit. As a result this Form 990 is the final Form that will be filed.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 Schedule N Page 1 Part I Line 1
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Betty Rose Fisher, who is a Trustee, and Mary Jane Polochak, the Fund's Administrative Manager, are sisters.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Executive Board of Trustees are elected by the membership. All members in good standing are eligible to vote.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Joint Board of Trustees are appointed to make decisions on behalf of the Members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3It is the intent of the Local Union to always present the Form 990 to the full Board of Trustees before it is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Joint Board of Trustees review and approve the annual salaries and bonuses of key employees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The Organization makes all Form 990 s and other governing documents and policies available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6The Organization makes all Form 990's and other governing documents and policies available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7The Board of Trustees assumes the responsibility for oversight of the audit.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 2C
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IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10Teamsters Local Union No 538
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0K
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd01
IRS990/TotalAssetsBOYAmt056831
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt056831
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/TotalAmt028826
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt028239
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt028239
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt028592
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0234
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0234
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt056831
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt097614
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10PO Box 422
IRS990/USAddress/City0Worthington
IRS990/USAddress/State0PA
IRS990/USAddress/ZIPCode0162620422
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Betty Rose Fischer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum07242973684
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10Kittanning Teamsters and Employees Welfare Fund
ReturnHeader/Filer/BusinessNameControlTxt0KITT
ReturnHeader/Filer/EIN0256090934
ReturnHeader/Filer/PhoneNum07242973684
ReturnHeader/Filer/USAddress/AddressLine10PO Box 422
ReturnHeader/Filer/USAddress/City0Worthington
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode0162620422
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461686881
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Albanese Sinchar Smith & Co
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1012875 Route 30
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0North Huntingdon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode015642
ReturnHeader/PreparerPersonGrp/PhoneNum07248634261
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Paul E Block CPA
ReturnHeader/ReturnTs02014-11-17T16:17:05-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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