Civic Intelligence

Teamsters - Ohio Contractors Association Health Plan

990 • Fiscal year 2017 • EIN 31-6043761

Nov 01, 2016 to Oct 31, 2017 • Filed on Sep 07, 2018

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

75th percentile

0.23x

Higher debt load relative to assets than 75% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

95th percentile

0.65x

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

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Net Margin

25th percentile

-2.8%

Higher net margin than 25% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Asset Growth

49th percentile

6.7%

Faster asset growth than 49% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

91st percentile

40%

Faster revenue growth than 91% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$17,130,914

Up $1,080,291 (+6.7%) from 2016

Net Assets

Down

$13,189,753

Down $79 (-0.0%) from 2016

Liabilities

Up

$3,941,161

Up $1,080,370 (+38%) from 2016

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin25th percentile

Revenue

Up

$6,068,910

Up $1,734,240 (+40%) from 2016

Expenses

Up

$6,235,989

Up $1,382,791 (+28%) from 2016

Net Income

Up

-$167,079

Up $351,449 (+68%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2017

Assets$17,130,914
Liabilities$3,941,161
Net Assets$13,189,753
Open 2017 Filing

Operations Trend

Revenue Growth91st 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

2017

Revenue$6,068,910
Expenses$6,235,989
Net Income-$167,079
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2016 to Oct 31, 2017
Signed
Sep 7, 2018
Return Version
2016v3.1
Gross Receipts
$17,397,137
Mission and Program Overview

Mission

Payment of medical, dental, death and disability benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$14,324,126$15,767,976▲ $1,443,850
Rtn Earn Endowment Incm Other Fnds$13,189,832$13,189,753▼ $79
Accounts Receivable$553,994$774,102▲ $220,108
Savings and Temporary Cash Investments$1,099,791$577,216▼ $522,575
Prepaid Expenses and Deferred Charges$10,356$13,555▲ $3,199
Cash and Non-Interest-Bearing Accounts$62,356$-1,935▼ $64,291
Total Assets$16,050,623$17,130,914▲ $1,080,291
Liabilities
Other Liabilities$2,717,000$3,381,000▲ $664,000
Accounts Payable and Accrued Expenses$143,791$560,161▲ $416,370
Total Liabilities$2,860,791$3,941,161▲ $1,080,370
Net Assets / Fund Balance
Total Net Assets Fund Balance$13,189,832$13,189,753▼ $79
Total Liabilities and Net Assets / Fund Balance$16,050,623$17,130,914▲ $1,080,291

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$128,104$128,104
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Christopher StutzTrustee
David ConiglioTrustee
David Webster JrTrustee
Doyle BairdTrustee
Michael CiammaichellaTrustee
Ralph Sam CookTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,465,134
Investment Income
$603,710
Other Revenue
$66
Change in Net Assets
$-167,079

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,068,910
Revenue Not Reported on Form 990
$167,000
Total Revenue per Audited Statements
$6,235,910
Total Revenue per Form 990
$6,068,910
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$712,685
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$5,523,304--$5,523,304
Fees for Services Management$142,248--$142,248
Fees for Service Investment Mgmnt Fees$37,835--$37,835
Fees for Services Legal$36,741--$36,741
Fees for Services Other$31,000--$31,000
Fees for Services Accounting$16,525--$16,525
Insurance$11,624--$11,624
Conferences and Meetings$6,454--$6,454
Other Expenses$1,166--$1,166
All Other Expenses$1,025--$1,025
Total Functional Expenses$6,235,989$0$0$6,235,989

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,235,989
Total Expenses per Audited Statements$6,235,989
Total Expenses per Form 990$6,235,989
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$2,702,000
Est. Liab - Pending Claim$679,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
2018-09-07

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 Appendix318 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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalFunctionalExpensesGrp/TotalAmt06235989
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt03941161
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IRS990/TotalLiabilitiesGrp/EOYAmt03941161
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IRS990/TotalProgramServiceExpensesAmt06235989
IRS990/TotalProgramServiceRevenueAmt05465134
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06068910
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06068910
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt016050623
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt017130914
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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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DOYLE BAIRD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04192543322
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-07
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
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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/PreparationDt02018-09-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SARA A STUDENY CPA
ReturnHeader/ReturnTs02018-09-07T16:34:48-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-11-01
ReturnHeader/TaxPeriodEndDt02017-10-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,130,914
Liabilities
$3,941,161
Net assets
$13,189,753
Revenue
$6,068,910
Expenses
$6,235,989
Net income
-$167,079
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