Civic Intelligence

Mahoning and Trumbull County Building Trades Insurance Fund

EIN 34-0746419 • 501(c)9 • Canfield, OH

Profile

Hospitalization, death & disability benefits to members.

3660 Stutz DriveCanfield, OH 44406

n/A

Siviq Scores

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

Liabilities / Assets

68th percentile

0.13x

Higher debt load relative to assets than 68% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

87th percentile

0.29x

Higher debt load relative to revenue than 87% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Net Margin

42nd percentile

2.5%

Higher net margin than 42% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

501(c)9 • $25M-$50M nonprofits • Source year 2024

Asset Growth

66th percentile

12%

Faster asset growth than 66% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

24th percentile

-0.6%

Faster revenue growth than 24% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$36,062,390

Up $3,907,444 (+12%) from 2023

Liabilities

Up

$4,707,369

Up $607,931 (+15%) from 2023

Net Assets

Up

$31,355,021

Up $3,299,513 (+12%) from 2023

Revenue

Down

$16,210,519

Down $90,749 (-0.6%) from 2023

Expenses

Up

$15,809,412

Up $2,748,656 (+21%) from 2023

Net Income

Down

$401,107

Down $2,839,405 (-88%) from 2023

Trend Graphs

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2010: $13,875,835Liabilities 2010: $4,481,426Net Assets 2010: $9,394,4092010Assets 2011: $14,732,078Liabilities 2011: $449,450Net Assets 2011: $14,282,6282011Assets 2012: $16,397,300Liabilities 2012: $487,432Net Assets 2012: $15,909,8682012Assets 2013: $16,953,512Liabilities 2013: $561,072Net Assets 2013: $16,392,4402013Assets 2014: $17,069,535Liabilities 2014: $678,682Net Assets 2014: $16,390,8532014Assets 2015: $15,564,850Liabilities 2015: $794,374Net Assets 2015: $14,770,4762015Assets 2016: $15,144,369Liabilities 2016: $878,926Net Assets 2016: $14,265,4432016Assets 2017: $16,517,046Liabilities 2017: $1,071,699Net Assets 2017: $15,445,3472017Assets 2018: $18,192,475Liabilities 2018: $1,273,500Net Assets 2018: $16,918,9752018Assets 2019: $23,043,252Liabilities 2019: $2,135,404Net Assets 2019: $20,907,8482019Assets 2020: $25,535,347Liabilities 2020: $2,531,200Net Assets 2020: $23,004,1472020Assets 2021: $29,045,712Liabilities 2021: $3,749,626Net Assets 2021: $25,296,0862021Assets 2022: $27,769,123Liabilities 2022: $4,036,672Net Assets 2022: $23,732,4512022Assets 2023: $32,154,946Liabilities 2023: $4,099,438Net Assets 2023: $28,055,5082023Assets 2024: $36,062,390Liabilities 2024: $4,707,369Net Assets 2024: $31,355,0212024

Highlighted filing

2024

Assets$36,062,390
Liabilities$4,707,369
Net Assets$31,355,021

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $4,250,7552010Expenses 2011: $5,796,0982011Expenses 2012: $7,367,7562012Expenses 2013: $7,895,9842013Revenue 2014: $8,722,814Expenses 2014: $8,522,071Net Income 2014: $200,7432014Revenue 2015: $8,696,384Expenses 2015: $9,752,067Net Income 2015: -$1,055,6832015Revenue 2016: $8,464,520Expenses 2016: $9,279,474Net Income 2016: -$814,9542016Revenue 2017: $9,547,411Expenses 2017: $8,581,978Net Income 2017: $965,4332017Revenue 2018: $10,536,712Expenses 2018: $8,965,433Net Income 2018: $1,571,2792018Revenue 2019: $11,078,074Expenses 2019: $9,889,684Net Income 2019: $1,188,3902019Revenue 2020: $11,961,998Expenses 2020: $10,604,188Net Income 2020: $1,357,8102020Revenue 2021: $13,335,050Expenses 2021: $12,141,314Net Income 2021: $1,193,7362021Revenue 2022: $14,648,292Expenses 2022: $13,512,446Net Income 2022: $1,135,8462022Revenue 2023: $16,301,268Expenses 2023: $13,060,756Net Income 2023: $3,240,5122023Revenue 2024: $16,210,519Expenses 2024: $15,809,412Net Income 2024: $401,1072024

Highlighted filing

2024

Revenue$16,210,519
Expenses$15,809,412
Net Income$401,107

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$36.1$4.71$31.4$16.2$15.8$0.40
2023Detailed filing. Detailed filing data is available for this year.$32.2$4.10$28.1$16.3$13.1$3.24
2022Detailed filing. Detailed filing data is available for this year.$27.8$4.04$23.7$14.6$13.5$1.14
2021Detailed filing. Detailed filing data is available for this year.$29.0$3.75$25.3$13.3$12.1$1.19
2020Detailed filing. Detailed filing data is available for this year.$25.5$2.53$23.0$12.0$10.6$1.36
2019Detailed filing. Detailed filing data is available for this year.$23.0$2.14$20.9$11.1$9.89$1.19
2018Detailed filing. Detailed filing data is available for this year.$18.2$1.27$16.9$10.5$8.97$1.57
2017Detailed filing. Detailed filing data is available for this year.$16.5$1.07$15.4$9.55$8.58$0.97
2016Detailed filing. Detailed filing data is available for this year.$15.1$0.88$14.3$8.46$9.28$0.81
2015Detailed filing. Detailed filing data is available for this year.$15.6$0.79$14.8$8.70$9.75$1.06
2014Detailed filing. Detailed filing data is available for this year.$17.1$0.68$16.4$8.72$8.52$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.0$0.56$16.4$7.90
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.4$0.49$15.9$7.37
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.7$0.45$14.3$5.80
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.9$4.48$9.39$4.25
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jul 15, 2025
Return Version
2023v6.0
Gross Receipts
$23,752,599
Mission and Program Overview

Mission

Hospitalization, death & disability benefits to members

Hospitalization, death & disability benefits to members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$21,397,782$26,824,326▲ $5,426,544
Cash and Non-Interest-Bearing Accounts$4,586,019$3,818,784▼ $767,235
Accounts Receivable$2,644,201$2,865,778▲ $221,577
Savings and Temporary Cash Investments$3,518,644$2,542,894▼ $975,750
Prepaid Expenses and Deferred Charges$8,300$10,608▲ $2,308
Total Assets$32,154,946$36,062,390▲ $3,907,444
Liabilities
Other Liabilities$3,829,788$4,429,717▲ $599,929
Accounts Payable and Accrued Expenses$269,650$277,652▲ $8,002
Total Liabilities$4,099,438$4,707,369▲ $607,931
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$28,055,508$31,355,021▲ $3,299,513
Total Net Assets Fund Balance$28,055,508$31,355,021▲ $3,299,513
Total Liabilities and Net Assets / Fund Balance$32,154,946$36,062,390▲ $3,907,444
Compensation and Service Providers

Board Members and Trustees

NameTitle
Brian CollierCo-chairman
Kevin ReillyCo-chairman
Anthony DeleyTrustee
Joseph DesalvoTrustee
Kevin StrebyTrustee
Larry KnittleTrustee
Lou FerranteTrustee
Todd AmbroseTrustee
William CaseyTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$15,074,140
Investment Income
$1,120,731
Other Revenue
$15,648
Change in Net Assets
$401,107

Audited Revenue Reconciliation

Revenue per Audited Statements
$16,180,364
Revenue Not Reported on Financial Statements
$30,155
Revenue Not Reported on Form 990
$2,898,406
Total Revenue per Audited Statements
$19,078,770
Total Revenue per Form 990
$16,210,519
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,382,873
Salaries, Compensation, and Employee Benefits$24,044
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$0--$14,402,495
Insurance$0$0$0$877,295
Fees for Services Management$0$0$0$206,930
All Other Expenses$0$0$0$60,126
Fees for Services Other$0$0$0$46,259
Fees for Service Investment Mgmnt Fees$0$0$0$30,155
Fees for Services Legal$0$0$0$25,006
Payroll Taxes$0$0$0$24,044
Office Expenses$0$0$0$23,716
Fees for Services Accounting$0$0$0$20,133
Other Expenses$0$0$0$2,480
Total Functional Expenses$0$0$0$15,809,412

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$15,809,412
Expenses per Audited Statements$15,779,257
Total Expenses per Audited Statements$15,779,257
Expenses Not Reported on Financial Statements$30,155
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
Medical Reimbursement Accounts$4,386,739
Advance Self Payments$42,978
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
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
Filing and Contact Details

Filer

Filer Name
Mahoning and Trumbull County Building Trades Insurance Fund
EIN
34-0746419
Phone
3302700453
Address
3660 STUTZ DRIVE, CANFIELD, OH 44406

Signing Officer

Name
Brian Collier
Title
Trustee
Phone
3302700453
Signed
2025-07-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian Collier
Formed
1952
Legal Domicile
Oh
Voting Board Members
9
Independent Board Members
9
Employees
36
Volunteers
0

Preparer

Firm
Yurchyk & Davis CPA's Inc
Address
3701 Boardman-Canfield Rd 2, Canfield, OH 44406
Preparer
David a Eyster CPA Cma
Phone
3305335000
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The form 990 was reviewed by the trustees at the quarterly meeting. At which time, it was authorized to be signed.

Pt VI, Line 12C

The fund discusses the conflict of interest policy annually and the trustees disclose any conflicts and sing the form annually.

Pt VI, Line 19

All governing documents, the conflict of interest policy, and the unrealized gain/loss from investments.

Pt XI

Unrealized gains/losses from investments.

Financial Statement Notes

Pt X, Line 2

The trust established under the Plan to hold the Plans assets is intended to qualify pursuant to section 501(c)(9) of the Internal Revenue Code, and accordingly, the Trusts net investment income is exempt from income taxes. The Trust has obtained a favorable tax determination letter from the Internal Revenue Service, and the trustees believe that the Plan, as amended, continues to qualify and operate in accordance with applicable provisions of the Internal Revenue Code. The Plan has adopted the recognition requirements for uncertain income tax positions are required by generally accepted accounting principles, with no cumulative effect adjustment required. Income tax benefits are recognized for income tax positions taken or expected to be taken in a tax return, only when it is determined that the income tax position will more-likely-than-not be sustained upon examination by taxing authorities. The Plan has analyzed tax positions taken for filing with the Internal Revenue Service. The Plan believes that income tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse effect on the Plans financial condition, results of operations or cash flows. Accordingly, the Plan has not recorded any reserves, or related accruals for interest and penalties for uncertain income tax positions at September 30, 2024. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.

Raw XML Appendix395 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/BOYAmt0269650
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0277652
IRS990/AccountsReceivableGrp/BOYAmt02644201
IRS990/AccountsReceivableGrp/EOYAmt02865778
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0HOSPITALIZATION, DEATH & DISABILITY BENEFITS TO MEMBERS.
IRS990/AllOtherExpensesGrp/FundraisingAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/AllOtherExpensesGrp/ProgramServicesAmt00
IRS990/AllOtherExpensesGrp/TotalAmt060126
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/ProgramServicesAmt00
IRS990/BenefitsToMembersGrp/TotalAmt014402495
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BENESYS INC
IRS990/BooksInCareOfDetail/PhoneNum03302700453
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03660 STUTZ DRIVE SUITE 101
IRS990/BooksInCareOfDetail/USAddress/CityNm0CANFIELD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd044406
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt04586019
IRS990/CashNonInterestBearingGrp/EOYAmt03818784
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt014402495
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01120731
IRS990/CYOtherExpensesAmt01382873
IRS990/CYOtherRevenueAmt015648
IRS990/CYProgramServiceRevenueAmt015074140
IRS990/CYRevenuesLessExpensesAmt0401107
IRS990/CYSalariesCompEmpBnftPaidAmt024044
IRS990/CYTotalExpensesAmt015809412
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt016210519
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0PROVIDE HOSPITALIZATION, DEATH AND DISABILITY BENEFITS FOR ITS MEMBERS AND THEIR DEPENDENTS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt036
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt020133
IRS990/FeesForServicesLegalGrp/FundraisingAmt00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt025006
IRS990/FeesForServicesManagementGrp/FundraisingAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt0206930
IRS990/FeesForServicesOtherGrp/FundraisingAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt046259
IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt030155
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0BRIAN COLLIER
IRS990/Form990PartVIISectionAGrp/PersonNm1KEVIN REILLY
IRS990/Form990PartVIISectionAGrp/PersonNm2ANTHONY DELEY
IRS990/Form990PartVIISectionAGrp/PersonNm3JOSEPH DESALVO
IRS990/Form990PartVIISectionAGrp/PersonNm4LARRY KNITTLE
IRS990/Form990PartVIISectionAGrp/PersonNm5WILLIAM CASEY
IRS990/Form990PartVIISectionAGrp/PersonNm6LOU FERRANTE
IRS990/Form990PartVIISectionAGrp/PersonNm7TODD AMBROSE
IRS990/Form990PartVIISectionAGrp/PersonNm8KEVIN STREBY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0CO-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01952
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-24579
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt07517501
IRS990/GrossReceiptsAmt023752599
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt09
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt00
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt0877295
IRS990/InvestmentIncomeGrp/ExclusionAmt01145310
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01145310
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt021397782
IRS990/InvestmentsPubTradedSecGrp/EOYAmt026824326
IRS990/IRPDocumentCnt023
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt07542080
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0HOSPITALIZATION, DEATH & DISABILITY BENEFITS TO MEMBERS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt028055508
IRS990/NetAssetsOrFundBalancesEOYAmt031355021
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-24579
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-24579
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02898406
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt028055508
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt031355021
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt023716
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0COLLECTION FEES
IRS990/OtherExpensesGrp/Desc1PCORI FEES
IRS990/OtherExpensesGrp/Desc2CLAIMS ADMINISTRATIVE FEES
IRS990/OtherExpensesGrp/Desc3RECIPROCITY EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt074604
IRS990/OtherExpensesGrp/TotalAmt16085
IRS990/OtherExpensesGrp/TotalAmt210084
IRS990/OtherExpensesGrp/TotalAmt32480
IRS990/OtherLiabilitiesGrp/BOYAmt03829788
IRS990/OtherLiabilitiesGrp/EOYAmt04429717
IRS990/OtherRevenueMiscGrp/BusinessCd0525100
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt015648
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt015648
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt015648
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt00
IRS990/PayrollTaxesGrp/TotalAmt024044
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt08300
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010608
IRS990/PrincipalOfficerNm0BRIAN COLLIER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt014577541
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1496599
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt011775604
IRS990/PYInvestmentIncomeAmt0622809
IRS990/PYOtherExpensesAmt01271899
IRS990/PYOtherRevenueAmt080426
IRS990/PYProgramServiceRevenueAmt015598033
IRS990/PYRevenuesLessExpensesAmt03240512
IRS990/PYSalariesCompEmpBnftPaidAmt013253
IRS990/PYTotalExpensesAmt013060756
IRS990/PYTotalRevenueAmt016301268
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0401107
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03518644
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02542894
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt030155
IRS990ScheduleD/ExpensesSubtotalAmt015779257
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt030155
IRS990ScheduleD/InvestmentExpensesNotIncldAmt030155
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02898406
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04386739
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt142978
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEDICAL REIMBURSEMENT ACCOUNTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ADVANCE SELF PAYMENTS
IRS990ScheduleD/RevenueNotReportedAmt02898406
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt030155
IRS990ScheduleD/RevenueSubtotalAmt016180364
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The trust established under the Plan to hold the Plans assets is intended to qualify pursuant to section 501(c)(9) of the Internal Revenue Code, and accordingly, the Trusts net investment income is exempt from income taxes. The Trust has obtained a favorable tax determination letter from the Internal Revenue Service, and the trustees believe that the Plan, as amended, continues to qualify and operate in accordance with applicable provisions of the Internal Revenue Code. The Plan has adopted the recognition requirements for uncertain income tax positions are required by generally accepted accounting principles, with no cumulative effect adjustment required. Income tax benefits are recognized for income tax positions taken or expected to be taken in a tax return, only when it is determined that the income tax position will more-likely-than-not be sustained upon examination by taxing authorities. The Plan has analyzed tax positions taken for filing with the Internal Revenue Service. The Plan believes that income tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse effect on the Plans financial condition, results of operations or cash flows. Accordingly, the Plan has not recorded any reserves, or related accruals for interest and penalties for uncertain income tax positions at September 30, 2024. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt X, Line 2
IRS990ScheduleD/TotalExpensesPerForm990Amt015809412
IRS990ScheduleD/TotalLiabilityAmt04429717
IRS990ScheduleD/TotalRevenuePerForm990Amt016210519
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt019078770
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt015779257
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WAS REVIEWED BY THE TRUSTEES AT THE QUARTERLY MEETING. AT WHICH TIME, IT WAS AUTHORIZED TO BE SIGNED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FUND DISCUSSES THE CONFLICT OF INTEREST POLICY ANNUALLY AND THE TRUSTEES DISCLOSE ANY CONFLICTS AND SING THE FORM ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND THE UNREALIZED GAIN/LOSS FROM INVESTMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNREALIZED GAINS/LOSSES FROM INVESTMENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt XI
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt032154946
IRS990/TotalAssetsEOYAmt036062390
IRS990/TotalAssetsGrp/BOYAmt032154946
IRS990/TotalAssetsGrp/EOYAmt036062390
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt036
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt015809412
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04099438
IRS990/TotalLiabilitiesEOYAmt04707369
IRS990/TotalLiabilitiesGrp/BOYAmt04099438
IRS990/TotalLiabilitiesGrp/EOYAmt04707369
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt028055508
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt031355021
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt015074140
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01120731
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt015089788
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt016210519
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt032154946
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt036062390
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03660 STUTZ DRIVE SUITE 101
IRS990/USAddress/CityNm0CANFIELD
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd044406
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN COLLIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03302700453
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MAHONING AND TRUMBULL COUNTY BUILDING TRADES INSURANCE FUND
ReturnHeader/Filer/BusinessNameControlTxt0MAHO
ReturnHeader/Filer/EIN0340746419
ReturnHeader/Filer/PhoneNum03302700453
ReturnHeader/Filer/USAddress/AddressLine1Txt03660 STUTZ DRIVE
ReturnHeader/Filer/USAddress/CityNm0CANFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044406
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341638235
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Yurchyk & Davis CPA's Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03701 Boardman-Canfield Rd 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Canfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044406
ReturnHeader/PreparerPersonGrp/PhoneNum03305335000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID A EYSTER CPA CMA
ReturnHeader/ReturnTs02025-07-15T08:38:51-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.