Civic Intelligence

American Workers Master Benefit Plan Trust - Local # 29

990 • Fiscal year 2012 • EIN 27-6267322

Jan 01, 2012 to Dec 31, 2012 • Filed on May 26, 2015

1414 Main Street15021
Siviq Scores

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

Liabilities / Assets

99th percentile

7.81x

Higher debt load relative to assets than 99% of similar nonprofits.

2012 filings • 501(c)9 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

99th percentile

1312%

Faster asset growth than 99% of similar nonprofits.

2012 filings • 501(c)9 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$171,250

Up $159,122 (+1312%) from 2011

Net Assets

Up

-$1,166,150

Up $143,002 (+11%) from 2011

Liabilities

Up

$1,337,400

Up $16,120 (+1.2%) from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$16,120

Down $5,631 (-26%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$2.0M$1.0M$0-$1.0M-$2.0MAssets 2011: $12,128Liabilities 2011: $1,321,280Net Assets 2011: -$1,309,1522011Assets 2012: $171,250Liabilities 2012: $1,337,400Net Assets 2012: -$1,166,1502012Assets 2013: $171,250Liabilities 2013: $1,340,620Net Assets 2013: -$1,169,3702013Assets 2014: $171,250Liabilities 2014: $1,342,340Net Assets 2014: -$1,171,0902014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015

Highlighted filing

2012

Assets$171,250
Liabilities$1,337,400
Net Assets-$1,166,150

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $21,7512011Expenses 2012: $16,1202012Revenue 2013: $0Expenses 2013: $3,220Net Income 2013: -$3,2202013Revenue 2014: $0Expenses 2014: $1,720Net Income 2014: -$1,7202014Revenue 2015: $1,306,490Expenses 2015: $135,400Net Income 2015: $1,171,0902015

Highlighted filing

2012

Revenue-
Expenses$16,120
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 26, 2015
Return Version
2012v3.0
Gross Receipts
$0
Mission and Program Overview

Mission

Established to receive funding responsible for making premium payments for health benefits for union members.

Filing and Contact Details

Filer

EIN
27-6267322
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/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0MAKE PAYMENTS FOR UNION MEMBER HEALTH BENEFITS.
IRS990/AddressPrincipalOfficerUS/AddressLine101414 MAIN STREET
IRS990/AddressPrincipalOfficerUS/City0BURGETTSTOWN
IRS990/AddressPrincipalOfficerUS/State0PA
IRS990/AddressPrincipalOfficerUS/ZIPCode015021
IRS990/AuditCommittee01
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsPaidToMembersPriorYear00
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/CapStckTrstPrinCurrentFunds/BOY00
IRS990/CapStckTrstPrinCurrentFunds/EOY00
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompCurrentOfficersDirectors/ProgramServices01250
IRS990/CompCurrentOfficersDirectors/Total01250
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther00
IRS990/ConflictOfInterestPolicy00
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt00
IRS990/ContributionsGrantsCurrentYear00
IRS990/ContributionsGrantsPriorYear00
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties00
IRS990/DescribedIn501C300
IRS990/Description0ESTABLISHED TO RECEIVE FUNDING RESPONSIBLE FOR MAKING PREMIUM PAYMENTS FOR HEALTH BENEFITS FOR UNION MEMBERS.
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy00
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IRS990/DoNotFollowSFAS1170X
IRS990/ElectionOfBoardMembers00
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IRS990/FeesForServicesAccounting/ProgramServices014870
IRS990/FeesForServicesAccounting/Total014870
IRS990/ForeignActivities00
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IRS990/Form990PartVIISectionA/AverageHoursPerWeek02.00
IRS990/Form990PartVIISectionA/InstitutionalTrustee0X
IRS990/Form990PartVIISectionA/NamePerson0PNC BANK NA
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization01250
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/Title0TRUSTEE
IRS990/Form990ProvidedToGoverningBody00
IRS990/FormersListed00
IRS990/FSAudited01
IRS990/FSAuditedBasis/FinancialStatementSeparate0X
IRS990/FundraisingActivities00
IRS990/FundsToPayPremiums00
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IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsAndSimilarAmntsPriorYear00
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IRS990/GrantsToOrganizations00
IRS990/GrantToRelatedPerson00
IRS990/GrossReceipts00
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt01
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IRS990/InfoInScheduleOPartXII0X
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IRS990/LocalChapters00
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IRS990/MissionDescription0ESTABLISHED TO RECEIVE FUNDING RESPONSIBLE FOR MAKING PREMIUM PAYMENTS FOR HEALTH BENEFITS FOR UNION MEMBERS.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0BEVERLY MORGAN
IRS990/NbrIndependentVotingMembers00
IRS990/NbrVotingGoverningBodyMembers01
IRS990/NbrVotingMembersGoverningBody01
IRS990/NetAssetsOrFundBalancesBOY0-1150030
IRS990/NetAssetsOrFundBalancesEOY0-1166150
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109600
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IRS990/NumberOfContractorsGT100K00
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IRS990/NumberW2GIncluded00
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IRS990/OfficerMailingAddress00
IRS990/Organization501c0X
IRS990/OtherAssetsTotal/BOY0171250
IRS990/OtherAssetsTotal/EOY0171250
IRS990/OtherExpensePriorYear019699
IRS990/OtherExpensesCurrentYear014870
IRS990/OtherLiabilities/BOY01321280
IRS990/OtherLiabilities/EOY01337400
IRS990/OtherRevenueCurrentYear00
IRS990/OtherRevenuePriorYear00
IRS990/OtherWebsite0X
IRS990/PaidInCapSrplsLandBldgEqpFund/BOY00
IRS990/PaidInCapSrplsLandBldgEqpFund/EOY00
IRS990/PartialLiquidation00
IRS990/PoliticalActivities00
IRS990/PremiumsPaid00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenueCY00
IRS990/ProgramServiceRevenuePriorYear00
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges00
IRS990/ReconcilationRevenueExpenses0-16120
IRS990/RelatedEntity01
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote01
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip00
IRS990/ReportOtherAssets01
IRS990/ReportOtherLiabilities01
IRS990/ReportProgRelInvest00
IRS990/RetainedEarningsEndowmentEtc/BOY0-1150030
IRS990/RetainedEarningsEndowmentEtc/EOY0-1166150
IRS990/RevenuesLessExpensesCY0-16120
IRS990/RevenuesLessExpensesPriorYear0-21734
IRS990/SalariesEtcCurrentYear01250
IRS990/SalariesEtcPriorYear02052
IRS990/ScheduleBRequired00
IRS990ScheduleD/ExpensesNotRptdF99000
IRS990ScheduleD/ExpensesNotRptdOnFinStmt00
IRS990ScheduleD/ExpensesSubtotal016120
IRS990ScheduleD/FootnoteInPartXIII0X
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0THE INCOME TAXES TOPIC OF THE FASB ASC CLARIFIES THE ACCOUNTING AND REPORTING FOR UNCERTAINTIES IN INCOME TAX LAW. THIS GUIDANCE PRESCRIBES A COMPREHENSIVE MODEL FOR THE FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, PRESENTATION, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN INCOME TAX RETURNS. MANAGEMENT BELIEVES THAT THERE IS NO LIABILITY RELATED TO UNCERTAIN TAX POSITIONS AT DECEMBER 31, 2012, 2011, OR 2010. THE PLAN IS SUBJECT TO TAX EXAMINATION FOR ALL PERIODS SINCE INCEPTION.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0PART X, LINE 2:
IRS990ScheduleD/OtherAssets/BookValue0171250
IRS990ScheduleD/OtherAssets/Description0RECEIVABLES FROM OTHER PLANS
IRS990ScheduleD/OtherLiabilities/Amount01306490
IRS990ScheduleD/OtherLiabilities/Amount130910
IRS990ScheduleD/OtherLiabilities/Description0PAYABLE TO HIGHMARK FOR CLAIMS REPORTED AND PAYABLE
IRS990ScheduleD/OtherLiabilities/Description1PAYABLES TO OTHER PLANS
IRS990ScheduleD/RevenueNotRptdF99000
IRS990ScheduleD/RevenueNotRptdOnFinStmt00
IRS990ScheduleD/RevenueSubtotal00
IRS990ScheduleD/TotalBookValueOtherAssets0171250
IRS990ScheduleD/TotalExpensesPerForm990016120
IRS990ScheduleD/TotalOfAmounts01337400
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleD/TotalRevenuePerForm99000
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt016120
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt00
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0THERE IS NO GOVERNING BODY OF THE ORGANIZATION. THERE IS A SINGLE INSTITUTIONAL TRUSTEE, PNC BANK, N.A.
IRS990ScheduleO/GeneralExplanation/Explanation1THERE IS NO GOVERNING BODY OF THE ORGANIZATION. THERE IS A SINGLE INSTITUTIONAL TRUSTEE, PNC BANK, N.A.
IRS990ScheduleO/GeneralExplanation/Explanation2PNC BANK, N.A. WILL REVIEW FORM 990; THE PLAN SPONSOR WILL ALSO REVIEW FORM 990 PRIOR TO THE FILING OF THE RETURN.
IRS990ScheduleO/GeneralExplanation/Explanation3GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation4THERE HAS BEEN NO CHANGE IN THE PROCEDURES.
IRS990ScheduleO/GeneralExplanation/Identifier0AUDIT OVERSIGHT COMMITTEE PROCEDURE
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference4PART XII, LINE 2C
IRS990/ScheduleORequired01
IRS990ScheduleR/DividendsRelatedOrganization00
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1076 SOUTH MAIN STREET
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine111414 MAIN STREET
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City0AKRON
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City1BURGETTSTOWN
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State0OH
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State1PA
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/ZIPCode044308
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/ZIPCode115021
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg00
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg10
IRS990ScheduleR/Form990ScheduleRPartIV/DirectControllingEntityNA0N/A
IRS990ScheduleR/Form990ScheduleRPartIV/DirectControllingEntityNA1N/A
IRS990ScheduleR/Form990ScheduleRPartIV/EIN0341843785
IRS990ScheduleR/Form990ScheduleRPartIV/EIN1261555856
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState0OH
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState1PA
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine10FIRSTENERGY CORP
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine11AMERICAN WORKERS MASTER BENEFIT PLAN INC
IRS990ScheduleR/Form990ScheduleRPartIV/PrimaryActivity0DIVERSIFIED ENERGY COMPANY
IRS990ScheduleR/Form990ScheduleRPartIV/PrimaryActivity1PLAN SPONSOR OF VEBA BENEFIT PLANS
IRS990ScheduleR/Form990ScheduleRPartIV/TypeOfEntity0C
IRS990ScheduleR/Form990ScheduleRPartIV/TypeOfEntity1C
IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg00
IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg00
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IRS990ScheduleR/PerformOfServicesForOtherOrgs00
IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg00
IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties00
IRS990ScheduleR/ReimbursementPaidByOtherOrg00
IRS990ScheduleR/ReimbursementPaidToOtherOrg00
IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs00
IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs00
IRS990ScheduleR/SaleOfAssetsToOtherOrg00
IRS990ScheduleR/SharingOfFacilities00
IRS990ScheduleR/SharingOfPaidEmployees00
IRS990/School00
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IRS990/TheBooksAreInCareOf/AddressUS/AddressLine10620 LIBERTY AVENUE TWO PNC PLAZA
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IRS990/TheBooksAreInCareOf/AddressUS/State0PA
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode015222
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10PNC BANK NA
IRS990/TheBooksAreInCareOf/TelephoneNumber04127623750
IRS990/TotalAssets/BOY0171250
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IRS990/TotalLiabilitiesBOY01321280
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IRS990/TotalLiabNetAssetsFundBalances/BOY0171250
IRS990/TotalLiabNetAssetsFundBalances/EOY0171250
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers00
IRS990/TotalNetAssetsFundBalances/BOY0-1150030
IRS990/TotalNetAssetsFundBalances/EOY0-1166150
IRS990/TotalOtherCompensation00
IRS990/TotalProfFundrsngExpCY00
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IRS990/TotalReportableCompFrmRltdOrgs00
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IRS990/TotalRevenueCurrentYear00
IRS990/TotalRevenue/ExclusionAmount00
IRS990/TotalRevenuePriorYear017
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome00
IRS990/TotalRevenue/TotalRevenueColumn00
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome00
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy00
IRS990/YearFormation02010
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0276267322
ReturnHeader/Filer/Name/BusinessNameLine10AMERICAN WORKERS MASTER BENEFIT PLAN
ReturnHeader/Filer/Name/BusinessNameLine20TRUST - LOCAL # 29
ReturnHeader/Filer/NameControl0AMER
ReturnHeader/Filer/Phone07249164941
ReturnHeader/Filer/USAddress/AddressLine101414 MAIN STREET
ReturnHeader/Filer/USAddress/City0BURGETTSTOWN
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode015021
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02015-05-26
ReturnHeader/Officer/Name0BEVERLY MORGAN
ReturnHeader/Officer/Phone04126976400
ReturnHeader/Officer/Title0ADMINISTRATOR
ReturnHeader/PreparerFirm/EIN0251638525
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10GROSSMAN YANAK & FORD LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10THREE GATEWAY CTR STE 1800
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0PITTSBURGH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode015222
ReturnHeader/Preparer/Name0RICHARD E DYNOSKE
ReturnHeader/Preparer/Phone04123389300
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02015-05-27T11:28:29-05:00

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