Civic Intelligence

Members Health Fair Inc

EIN 33-0889698 • 501(c)3 • Long Beach, CA

Profile

The specific purpose of the organization is to serve the various communities in which union members and their families reside, by promoting health and wellness education, awareness and assistance for union members and other persons, generally, who have educational, medical or social needs. Said purpose shall be served by the following, and other, means: contributions to charitable organizations which are tax exempt under section 501(c)(3) of the internal revenue code which serve the communities of the union membership and the rendering of health and wellness education campaigns through health fairs, education seminars, union conferences and trainings.

3717 Walnut AvenueLong Beach, CA 90807

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2022

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

16th percentile

-68%

Faster asset growth than 16% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

3rd percentile

-100%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$1,816

Down $3,860 (-68%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$1,816

Down $3,860 (-68%) from 2021

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $180,000 (-100%) from 2021

Expenses

Down

$3,860

Down $176,545 (-98%) from 2021

Net Income

Down

-$3,860

Down $3,455 (-853%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth16th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2013: $22,154Net Assets 2013: $22,1542013Assets 2014: $6,912Net Assets 2014: $6,9122014Assets 2015: $2,541Net Assets 2015: $2,5412015Assets 2016: $19,765Net Assets 2016: $19,7652016Assets 2017: $27,570Liabilities 2017: $0Net Assets 2017: $27,5702017Assets 2018: $47,565Net Assets 2018: $47,5652018Assets 2019: $41,977Net Assets 2019: $41,9772019Assets 2020: $6,081Liabilities 2020: $0Net Assets 2020: $6,0812020Assets 2021: $5,676Liabilities 2021: $0Net Assets 2021: $5,6762021Assets 2022: $1,816Liabilities 2022: $0Net Assets 2022: $1,8162022

Highlighted filing

2022

Assets$1,816
Liabilities$0
Net Assets$1,816
Open 2022 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2013: $25,000Expenses 2013: $4,879Net Income 2013: $20,1212013Revenue 2014: $163,710Expenses 2014: $178,952Net Income 2014: -$15,2422014Revenue 2015: $10Expenses 2015: $4,381Net Income 2015: -$4,3712015Revenue 2016: $20,000Expenses 2016: $2,776Net Income 2016: $17,2242016Revenue 2017: $257,000Expenses 2017: $249,195Net Income 2017: $7,8052017Revenue 2018: $72,000Expenses 2018: $52,005Net Income 2018: $19,9952018Revenue 2019: $30,000Expenses 2019: $35,588Net Income 2019: -$5,5882019Revenue 2020: $60,000Expenses 2020: $95,896Net Income 2020: -$35,8962020Revenue 2021: $180,000Expenses 2021: $180,405Net Income 2021: -$4052021Revenue 2022: $0Expenses 2022: $3,860Net Income 2022: -$3,8602022

Highlighted filing

2022

Revenue$0
Expenses$3,860
Net Income-$3,860
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,816
Liabilities
$0
Net assets
$1,816
Revenue
$0
Expenses
$3,860
Net income
-$3,860
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.04$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$1.80$1.80$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.60$0.96$0.36
2019Detailed filing. Detailed filing data is available for this year.$0.42$0.42$0.30$0.36$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.48$0.48$0.72$0.52$0.20
2017Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$2.57$2.49$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.20$0.20$0.20$0.03$0.17
2015Detailed filing. Detailed filing data is available for this year.$0.03$0.03$0.00$0.04$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.07$0.07$1.64$1.79$0.15
2013Detailed filing. Detailed filing data is available for this year.$0.22$0.22$0.25$0.05$0.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$0
Mission and Program Overview

Mission

The specific purpose of the organization is to serve the various communities in which union members and their families reside, by promoting health and wellness education, awareness and assistance for union members and other persons, generally, who have educational, medical or social needs. Said purpose shall be served by the following, and other, means: contributions to charitable organizations which are tax exempt under section 501(c)(3) of the internal revenue code which serve the communities of the union membership and the rendering of health and wellness education campaigns through health fairs, education seminars, union conferences and trainings.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION IS PARTNERED WITH TEAMSTERS LOCAL 986 IN CONDUCTING AN ANNUAL HEALTH AND WELLNESS FAIR FOR THE BENEFIT OF UNION MEMBERS AND THEIR FAMILIES. THE MAJORITY OF THE FUNDS GENERATED BY THE ORGANIZATION IS USED TO FACILITATE THE EVENT WHICH FEATURES WELLNESS SCREENINGS, PREVENTATIVE AND/ OR EDUCATIONAL INFORMATION AND DISPLAYS IN THE FOLLOWING AREAS: MEDICAL, DENTAL, VISION, CHIROPRACTIC, AND BEHAVIORAL.$0$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSHUA JAKLEVICKPresident-$0--
TERA CLIZBESecretary-Treasurer-$0--
ANTHONY CISTAROVice President-$0--
Filing and Contact Details

Filer

Filer Name
Members Health Fair Inc
EIN
33-0889698
Phone
5624277709
Address
3717 WALNUT AVENUE, LONG BEACH, CA 90807

Signing Officer

Name
Joshua Jaklevick
Title
President
Phone
5624277709
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Duffy Kruspodin Llp
Address
21600 OXNARD STREET SUITE 2000, WOODLAND HILLS, CA 91367-4969
Preparer
Daisy Hom CPA
Phone
8183850585
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: filing fees. Amount: 75. Description: subscriptions & memberships. Amount: 120. Total to form 990-ez, line 16: 195.”

Raw XML Appendix137 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MARY JAKLEVICK
IRS990EZ/BooksInCareOfDetail/PhoneNum05624277709
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03717 WALNUT AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LONG BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090807
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05676
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IRS990EZ/ExcessOrDeficitForYearAmt0-3860
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IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GrossReceiptsAmt00
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt01816
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01816
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOSHUA JAKLEVICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TERA CLIZBE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0195
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE SPECIFIC PURPOSE OF THE ORGANIZATION IS TO SERVE THE VARIOUS COMMUNITIES IN WHICH UNION MEMBERS AND THEIR FAMILIES RESIDE, BY PROMOTING HEALTH AND WELLNESS EDUCATION, AWARENESS AND ASSISTANCE FOR UNION MEMBERS AND OTHER PERSONS, GENERALLY, WHO HAVE EDUCATIONAL, MEDICAL OR SOCIAL NEEDS. SAID PURPOSE SHALL BE SERVED BY THE FOLLOWING, AND OTHER, MEANS: CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS WHICH ARE TAX EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE WHICH SERVE THE COMMUNITIES OF THE UNION MEMBERSHIP AND THE RENDERING OF HEALTH AND WELLNESS EDUCATION CAMPAIGNS THROUGH HEALTH FAIRS, EDUCATION SEMINARS, UNION CONFERENCES AND TRAININGS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION IS PARTNERED WITH TEAMSTERS LOCAL 986 IN CONDUCTING AN ANNUAL HEALTH AND WELLNESS FAIR FOR THE BENEFIT OF UNION MEMBERS AND THEIR FAMILIES. THE MAJORITY OF THE FUNDS GENERATED BY THE ORGANIZATION IS USED TO FACILITATE THE EVENT WHICH FEATURES WELLNESS SCREENINGS, PREVENTATIVE AND/ OR EDUCATIONAL INFORMATION AND DISPLAYS IN THE FOLLOWING AREAS: MEDICAL, DENTAL, VISION, CHIROPRACTIC, AND BEHAVIORAL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt03860
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0180000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt060000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt030000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt072000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0342000
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.02000
IRS990ScheduleA/PublicSupportPY170Pct00.03500
IRS990ScheduleA/PublicSupportTotal170Amt06840
IRS990ScheduleA/SubstantialContributorsTotAmt0335160
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0180000
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IRS990ScheduleA/TotalSupportAmt0342000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: FILING FEES. AMOUNT: 75. DESCRIPTION: SUBSCRIPTIONS & MEMBERSHIPS. AMOUNT: 120. TOTAL TO FORM 990-EZ, LINE 16: 195.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSHUA JAKLEVICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05624277709
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MEMBERS HEALTH FAIR INC
ReturnHeader/Filer/BusinessNameControlTxt0MEMB
ReturnHeader/Filer/EIN0330889698
ReturnHeader/Filer/PhoneNum05624277709
ReturnHeader/Filer/USAddress/AddressLine1Txt03717 WALNUT AVENUE
ReturnHeader/Filer/USAddress/CityNm0LONG BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090807
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954244393
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DUFFY KRUSPODIN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt021600 OXNARD STREET SUITE 2000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOODLAND HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0913674969
ReturnHeader/PreparerPersonGrp/PhoneNum08183850585
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAISY HOM CPA
ReturnHeader/ReturnTs02023-11-15T15:51:35-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOSHUA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JAKLEVICK
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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