Civic Intelligence

Teamsters - Ohio Contractors Association Health Plan

990 • Fiscal year 2019 • EIN 31-6043761

Nov 01, 2018 to Oct 31, 2019 • Filed on Sep 15, 2020

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

71st percentile

0.17x

Higher debt load relative to assets than 71% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

95th percentile

0.66x

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

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Net Margin

6th percentile

-30%

Higher net margin than 6% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

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.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Asset Growth

19th percentile

-4.2%

Faster asset growth than 19% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

10th percentile

-18%

Faster revenue growth than 10% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$15,980,447

Down $695,243 (-4.2%) from 2018

Net Assets

Down

$13,251,073

Down $288,222 (-2.1%) from 2018

Liabilities

Down

$2,729,374

Down $407,021 (-13%) from 2018

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin6th percentile

Revenue

Down

$4,136,504

Down $930,332 (-18%) from 2018

Expenses

Up

$5,377,453

Up $1,160,494 (+28%) from 2018

Net Income

Down

-$1,240,949

Down $2,090,826 (-246%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2019

Assets$15,980,447
Liabilities$2,729,374
Net Assets$13,251,073
Open 2019 Filing

Operations Trend

Revenue Growth10th 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

2019

Revenue$4,136,504
Expenses$5,377,453
Net Income-$1,240,949
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2018 to Oct 31, 2019
Signed
Sep 15, 2020
Return Version
2018v3.2
Gross Receipts
$12,825,270
Mission and Program Overview

Mission

Payment of medical, dental, death and disability benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$15,348,132$14,822,663▼ $525,469
Rtn Earn Endowment Incm Other Fnds$13,539,295$13,251,073▼ $288,222
Savings and Temporary Cash Investments$702,085$619,322▼ $82,763
Accounts Receivable$531,339$514,180▼ $17,159
Cash and Non-Interest-Bearing Accounts$83,581$14,480▼ $69,101
Prepaid Expenses and Deferred Charges$10,553$9,802▼ $751
Total Assets$16,675,690$15,980,447▼ $695,243
Liabilities
Other Liabilities$2,859,000$2,597,000▼ $262,000
Accounts Payable and Accrued Expenses$277,395$132,374▼ $145,021
Total Liabilities$3,136,395$2,729,374▼ $407,021
Net Assets / Fund Balance
Total Net Assets Fund Balance$13,539,295$13,251,073▼ $288,222
Total Liabilities and Net Assets / Fund Balance$16,675,690$15,980,447▼ $695,243

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
$3,702,795
Investment Income
$433,520
Other Revenue
$189
Change in Net Assets
$-1,240,949

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,136,504
Revenue Not Reported on Form 990
$952,727
Total Revenue per Audited Statements
$5,089,231
Total Revenue per Form 990
$4,136,504
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$610,275
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$4,767,178--$4,767,178
Fees for Services Management$98,796--$98,796
Fees for Services Other$47,000--$47,000
Fees for Services Legal$37,876--$37,876
Fees for Service Investment Mgmnt Fees$35,354--$35,354
Fees for Services Accounting$16,900--$16,900
Insurance$11,572--$11,572
Conferences and Meetings$5,142--$5,142
Other Expenses$1,622--$1,622
All Other Expenses$1,131--$1,131
Total Functional Expenses$5,377,453$0$0$5,377,453

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,377,453
Total Expenses per Audited Statements$5,377,453
Total Expenses per Form 990$5,377,453
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$1,916,000
Est. Liab - Pending Claim$681,000
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
2020-09-15

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 Appendix325 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/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt05377453
IRS990/TotalFunctionalExpensesGrp/TotalAmt05377453
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03136395
IRS990/TotalLiabilitiesEOYAmt02729374
IRS990/TotalLiabilitiesGrp/BOYAmt03136395
IRS990/TotalLiabilitiesGrp/EOYAmt02729374
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt013539295
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt013251073
IRS990/TotalProgramServiceExpensesAmt05377453
IRS990/TotalProgramServiceRevenueAmt03702795
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04136504
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04136504
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt016675690
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt015980447
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/BuildTS02021-09-10 13:11:23Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DOYLE BAIRD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04192543322
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-15
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/IPDt02020-09-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:42:50
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/PreparationDt02020-09-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SARA A STUDENY CPA
ReturnHeader/ReturnTs02020-09-15T14:42:50-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-11-01
ReturnHeader/TaxPeriodEndDt02019-10-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,980,447
Liabilities
$2,729,374
Net assets
$13,251,073
Revenue
$4,136,504
Expenses
$5,377,453
Net income
-$1,240,949
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