Civic Intelligence

Teamsters - Ohio Contractors Association Health Plan

990 • Fiscal year 2018 • EIN 31-6043761

Nov 01, 2017 to Oct 31, 2018 • Filed on Sep 06, 2019

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

73rd percentile

0.19x

Higher debt load relative to assets than 73% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

95th percentile

0.62x

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

2018 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2018

Net Margin

74th percentile

17%

Higher net margin than 74% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

2018 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2018

Asset Growth

39th percentile

-2.7%

Faster asset growth than 39% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

9th percentile

-17%

Faster revenue growth than 9% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$16,675,690

Down $455,224 (-2.7%) from 2017

Net Assets

Up

$13,539,295

Up $349,542 (+2.7%) from 2017

Liabilities

Down

$3,136,395

Down $804,766 (-20%) from 2017

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin74th percentile

Revenue

Down

$5,066,836

Down $1,002,074 (-17%) from 2017

Expenses

Down

$4,216,959

Down $2,019,030 (-32%) from 2017

Net Income

Up

$849,877

Up $1,016,956 (+609%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2018

Assets$16,675,690
Liabilities$3,136,395
Net Assets$13,539,295
Open 2018 Filing

Operations Trend

Revenue Growth9th 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

2018

Revenue$5,066,836
Expenses$4,216,959
Net Income$849,877
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2017 to Oct 31, 2018
Signed
Sep 6, 2019
Return Version
2017v2.3
Gross Receipts
$17,031,059
Mission and Program Overview

Mission

Payment of medical, dental, death and disability benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$15,767,976$15,348,132▼ $419,844
Rtn Earn Endowment Incm Other Fnds$13,189,753$13,539,295▲ $349,542
Savings and Temporary Cash Investments$577,216$702,085▲ $124,869
Accounts Receivable$774,102$531,339▼ $242,763
Cash and Non-Interest-Bearing Accounts$-1,935$83,581▲ $85,516
Prepaid Expenses and Deferred Charges$13,555$10,553▼ $3,002
Total Assets$17,130,914$16,675,690▼ $455,224
Liabilities
Other Liabilities$3,381,000$2,859,000▼ $522,000
Accounts Payable and Accrued Expenses$560,161$277,395▼ $282,766
Total Liabilities$3,941,161$3,136,395▼ $804,766
Net Assets / Fund Balance
Total Net Assets Fund Balance$13,189,753$13,539,295▲ $349,542
Total Liabilities and Net Assets / Fund Balance$17,130,914$16,675,690▼ $455,224

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$128,104$128,104
Compensation and Service Providers
Top Officer Pay48th 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
$4,388,690
Investment Income
$552,311
Other Revenue
$125,835
Change in Net Assets
$849,877

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,066,836
Revenue Not Reported on Form 990
$-500,335
Total Revenue per Audited Statements
$4,566,501
Total Revenue per Form 990
$5,066,836
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$644,220
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$3,572,739--$3,572,739
Fees for Services Management$106,038--$106,038
Fees for Service Investment Mgmnt Fees$34,475--$34,475
Fees for Services Other$31,583--$31,583
Fees for Services Legal$30,429--$30,429
Fees for Services Accounting$16,750--$16,750
Insurance$11,640--$11,640
Conferences and Meetings$5,021--$5,021
Other Expenses$1,388--$1,388
All Other Expenses$1,358--$1,358
Total Functional Expenses$4,216,959$0$0$4,216,959

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,216,959
Total Expenses per Audited Statements$4,216,959
Total Expenses per Form 990$4,216,959
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$2,112,000
Est. Liab - Pending Claim$747,000
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
2019-09-06

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 Appendix323 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0560161
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0277395
IRS990/AccountsReceivableGrp/BOYAmt0774102
IRS990/AccountsReceivableGrp/EOYAmt0531339
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PAYMENT OF MEDICAL, DENTAL, DEATH AND DISABILITY BENEFITS
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01358
IRS990/AllOtherExpensesGrp/TotalAmt01358
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/ProgramServicesAmt03572739
IRS990/BenefitsToMembersGrp/TotalAmt03572739
IRS990/BooksInCareOfDetail/PersonNm0TEAMSTERS OHIO CONTRACTORS ASSOC
IRS990/BooksInCareOfDetail/PhoneNum04192543322
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 4216
IRS990/BooksInCareOfDetail/USAddress/CityNm0TOLEDO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd043609
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0-1935
IRS990/CashNonInterestBearingGrp/EOYAmt083581
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt05021
IRS990/ConferencesMeetingsGrp/TotalAmt05021
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt03572739
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0552311
IRS990/CYOtherExpensesAmt0644220
IRS990/CYOtherRevenueAmt0125835
IRS990/CYProgramServiceRevenueAmt04388690
IRS990/CYRevenuesLessExpensesAmt0849877
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt04216959
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05066836
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0PAYMENT OF MEDICAL, DENTAL, DEATH AND DISABILITY BENEFITS
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/ExpenseAmt04216959
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt016750
IRS990/FeesForServicesAccountingGrp/TotalAmt016750
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt030429
IRS990/FeesForServicesLegalGrp/TotalAmt030429
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt0106038
IRS990/FeesForServicesManagementGrp/TotalAmt0106038
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt031583
IRS990/FeesForServicesOtherGrp/TotalAmt031583
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt034475
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt034475
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt43.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt53.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0DOYLE BAIRD
IRS990/Form990PartVIISectionAGrp/PersonNm1MICHAEL CIAMMAICHELLA
IRS990/Form990PartVIISectionAGrp/PersonNm2DAVID CONIGLIO
IRS990/Form990PartVIISectionAGrp/PersonNm3RALPH SAM COOK
IRS990/Form990PartVIISectionAGrp/PersonNm4CHRISTOPHER STUTZ
IRS990/Form990PartVIISectionAGrp/PersonNm5DAVID WEBSTER JR
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0130020
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt012094243
IRS990/GrossReceiptsAmt017031059
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt06
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt011640
IRS990/InsuranceGrp/TotalAmt011640
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0422291
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0422291
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt015767976
IRS990/InvestmentsPubTradedSecGrp/EOYAmt015348132
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0128104
IRS990/LandBldgEquipCostOrOtherBssAmt0128104
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt011964223
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PAYMENT OF MEDICAL, DENTAL, DEATH AND DISABILITY BENEFITS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt013189753
IRS990/NetAssetsOrFundBalancesEOYAmt013539295
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0130020
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0130020
IRS990/NetUnrlzdGainsLossesInvstAmt0-500335
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0MEDICAL MUTAL ADMIN FEE
IRS990/OtherExpensesGrp/Desc1POSTAGE
IRS990/OtherExpensesGrp/Desc2PRINTED SUPPLIES
IRS990/OtherExpensesGrp/Desc3PCORI FED EXCISE TAX
IRS990/OtherExpensesGrp/ProgramServicesAmt0401426
IRS990/OtherExpensesGrp/ProgramServicesAmt12560
IRS990/OtherExpensesGrp/ProgramServicesAmt21552
IRS990/OtherExpensesGrp/ProgramServicesAmt31388
IRS990/OtherExpensesGrp/TotalAmt0401426
IRS990/OtherExpensesGrp/TotalAmt12560
IRS990/OtherExpensesGrp/TotalAmt21552
IRS990/OtherExpensesGrp/TotalAmt31388
IRS990/OtherLiabilitiesGrp/BOYAmt03381000
IRS990/OtherLiabilitiesGrp/EOYAmt02859000
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0125835
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0125835
IRS990/OtherRevenueTotalAmt0125835
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt013555
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010553
IRS990/PrincipalOfficerNm0DOYLE BAIRD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04316012
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt172678
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04316012
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt172678
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt05523304
IRS990/PYInvestmentIncomeAmt0603710
IRS990/PYOtherExpensesAmt0712685
IRS990/PYOtherRevenueAmt066
IRS990/PYProgramServiceRevenueAmt05465134
IRS990/PYRevenuesLessExpensesAmt0-167079
IRS990/PYTotalExpensesAmt06235989
IRS990/PYTotalRevenueAmt06068910
IRS990/ReconcilationRevenueExpnssAmt0849877
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt04388690
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt013189753
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt013539295
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0577216
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0702085
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0128104
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0128104
IRS990ScheduleD/ExpensesSubtotalAmt04216959
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-500335
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02112000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1747000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0EST. LIAB - EXTENDED
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1EST. LIAB - PENDING CLAIM
IRS990ScheduleD/RevenueNotReportedAmt0-500335
IRS990ScheduleD/RevenueSubtotalAmt05066836
IRS990ScheduleD/TotalExpensesPerForm990Amt04216959
IRS990ScheduleD/TotalLiabilityAmt02859000
IRS990ScheduleD/TotalRevenuePerForm990Amt05066836
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04566501
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04216959
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt017130914
IRS990/TotalAssetsEOYAmt016675690
IRS990/TotalAssetsGrp/BOYAmt017130914
IRS990/TotalAssetsGrp/EOYAmt016675690
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04216959
IRS990/TotalFunctionalExpensesGrp/TotalAmt04216959
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03941161
IRS990/TotalLiabilitiesEOYAmt03136395
IRS990/TotalLiabilitiesGrp/BOYAmt03941161
IRS990/TotalLiabilitiesGrp/EOYAmt03136395
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt013189753
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt013539295
IRS990/TotalProgramServiceExpensesAmt04216959
IRS990/TotalProgramServiceRevenueAmt04388690
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05066836
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05066836
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt017130914
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt016675690
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DOYLE BAIRD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04192543322
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-06
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/FilingSecurityInformation/AtSubmissionCreationDeviceId03E0A031FE517603929B0D2813F00EA4963C457DF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03E0A031FE517603929B0D2813F00EA4963C457DF
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.142.127.228
ReturnHeader/FilingSecurityInformation/IPDt02019-09-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:06:48
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/PreparationDt02019-09-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SARA A STUDENY CPA
ReturnHeader/ReturnTs02019-09-12T13:06:48-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-11-01
ReturnHeader/TaxPeriodEndDt02018-10-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,675,690
Liabilities
$3,136,395
Net assets
$13,539,295
Revenue
$5,066,836
Expenses
$4,216,959
Net income
$849,877
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