Civic Intelligence

Teamsters - Ohio Contractors Association Health Plan

990 • Fiscal year 2016 • EIN 31-6043761

Nov 01, 2015 to Oct 31, 2016 • Filed on Jun 07, 2017

Organization ProfileN/A
PO Box 4216Toledo, OH 43609

(419) 254-3322

Siviq Scores

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

Liabilities / Assets

69th percentile

0.18x

Higher debt load relative to assets than 69% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

95th percentile

0.66x

Higher debt load relative to revenue than 95% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Net Margin

14th percentile

-12%

Higher net margin than 14% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Asset Growth

31st percentile

-1.6%

Faster asset growth than 31% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

36th percentile

-0.4%

Faster revenue growth than 36% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$16,050,623

Down $268,625 (-1.6%) from 2015

Net Assets

Down

$13,189,832

Down $491,890 (-3.6%) from 2015

Liabilities

Up

$2,860,791

Up $223,265 (+8.5%) from 2015

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin14th percentile

Revenue

Down

$4,334,670

Down $18,564 (-0.4%) from 2015

Expenses

Down

$4,853,198

Down $412,170 (-7.8%) from 2015

Net Income

Up

-$518,528

Up $393,606 (+43%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $13,307,808Liabilities 2011: $1,856,169Net Assets 2011: $11,451,6392011Assets 2012: $14,083,724Liabilities 2012: $1,300,948Net Assets 2012: $12,782,7762012Assets 2014: $16,999,505Liabilities 2014: $2,030,854Net Assets 2014: $14,968,6512014Assets 2015: $16,319,248Liabilities 2015: $2,637,526Net Assets 2015: $13,681,7222015Assets 2016: $16,050,623Liabilities 2016: $2,860,791Net Assets 2016: $13,189,8322016Assets 2017: $17,130,914Liabilities 2017: $3,941,161Net Assets 2017: $13,189,7532017Assets 2018: $16,675,690Liabilities 2018: $3,136,395Net Assets 2018: $13,539,2952018Assets 2019: $15,980,447Liabilities 2019: $2,729,374Net Assets 2019: $13,251,0732019Assets 2020: $15,383,926Liabilities 2020: $2,730,101Net Assets 2020: $12,653,8252020Assets 2021: $15,161,230Liabilities 2021: $2,512,164Net Assets 2021: $12,649,0662021Assets 2022: $11,148,760Liabilities 2022: $3,448,086Net Assets 2022: $7,700,6742022Assets 2023: $8,610,677Liabilities 2023: $4,203,445Net Assets 2023: $4,407,2322023Assets 2024: $6,920,228Liabilities 2024: $5,204,209Net Assets 2024: $1,716,0192024

Highlighted filing

2016

Assets$16,050,623
Liabilities$2,860,791
Net Assets$13,189,832
Open 2016 Filing

Operations Trend

Revenue Growth36th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $3,377,5982011Expenses 2012: $2,692,8882012Revenue 2014: $4,388,400Expenses 2014: $3,547,023Net Income 2014: $841,3772014Revenue 2015: $4,353,234Expenses 2015: $5,265,368Net Income 2015: -$912,1342015Revenue 2016: $4,334,670Expenses 2016: $4,853,198Net Income 2016: -$518,5282016Revenue 2017: $6,068,910Expenses 2017: $6,235,989Net Income 2017: -$167,0792017Revenue 2018: $5,066,836Expenses 2018: $4,216,959Net Income 2018: $849,8772018Revenue 2019: $4,136,504Expenses 2019: $5,377,453Net Income 2019: -$1,240,9492019Revenue 2020: $3,996,453Expenses 2020: $5,043,781Net Income 2020: -$1,047,3282020Revenue 2021: $5,018,180Expenses 2021: $4,634,526Net Income 2021: $383,6542021Revenue 2022: $4,866,356Expenses 2022: $6,976,741Net Income 2022: -$2,110,3852022Revenue 2023: $4,077,185Expenses 2023: $8,416,234Net Income 2023: -$4,339,0492023Revenue 2024: $7,713,512Expenses 2024: $11,026,471Net Income 2024: -$3,312,9592024

Highlighted filing

2016

Revenue$4,334,670
Expenses$4,853,198
Net Income-$518,528
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2015 to Oct 31, 2016
Signed
Jun 7, 2017
Return Version
2015v3.0
Gross Receipts
$6,493,071
Mission and Program Overview

Mission

Payment of medical, dental, death and disability benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$14,469,476$14,324,126▼ $145,350
Rtn Earn Endowment Incm Other Fnds$13,681,722$13,189,832▼ $491,890
Savings and Temporary Cash Investments$1,282,025$1,099,791▼ $182,234
Accounts Receivable$534,513$553,994▲ $19,481
Cash and Non-Interest-Bearing Accounts$22,878$62,356▲ $39,478
Prepaid Expenses and Deferred Charges$10,356$10,356→ $0
Total Assets$16,319,248$16,050,623▼ $268,625
Liabilities
Other Liabilities$2,518,000$2,717,000▲ $199,000
Accounts Payable and Accrued Expenses$119,526$143,791▲ $24,265
Total Liabilities$2,637,526$2,860,791▲ $223,265
Net Assets / Fund Balance
Total Net Assets Fund Balance$13,681,722$13,189,832▼ $491,890
Total Liabilities and Net Assets / Fund Balance$16,319,248$16,050,623▼ $268,625

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$128,104-
Compensation and Service Providers
Top Officer Pay46th percentile

Board Members and Trustees

NameTitle
Christopher StutzTrustee
Daniel KirkTrustee
David ConiglioTrustee
David Webster JrTrustee
Doyle BairdTrustee
Michael CiammaichellaTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,852,779
Investment Income
$481,822
Other Revenue
$69
Change in Net Assets
$-518,528

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,334,670
Revenue Not Reported on Form 990
$26,638
Total Revenue per Audited Statements
$4,361,308
Total Revenue per Form 990
$4,334,670
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$584,946
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$4,268,252--$4,268,252
Fees for Services Management$142,248--$142,248
Fees for Service Investment Mgmnt Fees$35,098--$35,098
Fees for Services Other$33,583--$33,583
Fees for Services Legal$33,356--$33,356
Fees for Services Accounting$16,375--$16,375
Insurance$11,556--$11,556
Conferences and Meetings$7,286--$7,286
Other Expenses$1,133--$1,133
All Other Expenses$995--$995
Total Functional Expenses$4,853,198$0$0$4,853,198

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,853,198
Total Expenses per Audited Statements$4,853,198
Total Expenses per Form 990$4,853,198
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Est. Liab - Extended$1,893,000
Est. Liab - Pending Claim$824,000
Estimated Claims Payable-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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

“The return is reviewed by all trustees and the fund attorney prior to filing.”

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

“Annually each trustee and applicable person working with the fund files a known conflict of interest document with the fund.”

Form 990, Page 6, Part VI, Line 19

“The return is available for review during normal business hours and the fund business address is available by written request.”

Filing and Contact Details

Filer

Filer Name
Teamsters - Ohio Contractors
EIN
31-6043761
Phone
4192543322
Address
PO BOX 4216, TOLEDO, OH 43609

Signing Officer

Name
Doyle Baird
Title
Trustee
Phone
4192543322
Signed
2017-06-07

Organization Details

Principal Officer
Doyle Baird
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Swallen Lawhun & Company
Address
1201 30TH ST NW STE 101A, CANTON, OH 44709
Preparer
Sara a Studeny CPA
Phone
3304924422
Raw XML Appendix317 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN IS REVIEWED BY ALL TRUSTEES AND THE FUND ATTORNEY PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUALLY EACH TRUSTEE AND APPLICABLE PERSON WORKING WITH THE FUND FILES A KNOWN CONFLICT OF INTEREST DOCUMENT WITH THE FUND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE RETURN IS AVAILABLE FOR REVIEW DURING NORMAL BUSINESS HOURS AND THE FUND BUSINESS ADDRESS IS AVAILABLE BY WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04853198
IRS990/TotalFunctionalExpensesGrp/TotalAmt04853198
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02637526
IRS990/TotalLiabilitiesEOYAmt02860791
IRS990/TotalLiabilitiesGrp/BOYAmt02637526
IRS990/TotalLiabilitiesGrp/EOYAmt02860791
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt013681722
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt013189832
IRS990/TotalProgramServiceExpensesAmt04853198
IRS990/TotalProgramServiceRevenueAmt03852779
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04334670
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04334670
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt016319248
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt016050623
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 4216
IRS990/USAddress/CityNm0TOLEDO
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd043609
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DOYLE BAIRD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04192543322
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TEAMSTERS - OHIO CONTRACTORS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION HEALTH PLAN
ReturnHeader/Filer/BusinessNameControlTxt0TEAM
ReturnHeader/Filer/EIN0316043761
ReturnHeader/Filer/PhoneNum04192543322
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4216
ReturnHeader/Filer/USAddress/CityNm0TOLEDO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043609
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341172572
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SWALLEN LAWHUN & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01201 30TH ST NW STE 101A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CANTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044709
ReturnHeader/PreparerPersonGrp/PhoneNum03304924422
ReturnHeader/PreparerPersonGrp/PreparationDt02017-06-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SARA A STUDENY CPA
ReturnHeader/ReturnTs02017-06-15T08:02:58-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-11-01
ReturnHeader/TaxPeriodEndDt02016-10-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,050,623
Liabilities
$2,860,791
Net assets
$13,189,832
Revenue
$4,334,670
Expenses
$4,853,198
Net income
-$518,528
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.92$5.20$1.72$7.71$11.0$3.31
2023Detailed filing. Detailed filing data is available for this year.$8.61$4.20$4.41$4.08$8.42$4.34
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.1$3.45$7.70$4.87$6.98$2.11
2021Detailed filing. Detailed filing data is available for this year.$15.2$2.51$12.6$5.02$4.63$0.38
2020Detailed filing. Detailed filing data is available for this year.$15.4$2.73$12.7$4.00$5.04$1.05
2019Detailed filing. Detailed filing data is available for this year.$16.0$2.73$13.3$4.14$5.38$1.24
2018Detailed filing. Detailed filing data is available for this year.$16.7$3.14$13.5$5.07$4.22$0.85
2017Detailed filing. Detailed filing data is available for this year.$17.1$3.94$13.2$6.07$6.24$0.17
2016Detailed filing. Detailed filing data is available for this year.$16.1$2.86$13.2$4.33$4.85$0.52
2015Detailed filing. Detailed filing data is available for this year.$16.3$2.64$13.7$4.35$5.27$0.91
2014Detailed filing. Detailed filing data is available for this year.$17.0$2.03$15.0$4.39$3.55$0.84
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.1$1.30$12.8$2.69
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.3$1.86$11.5$3.38