Civic Intelligence

Teamsters Union Local No 52 Health & Welfare Fund

990 • Fiscal year 2016 • EIN 34-0752734

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 06, 2017

Organization ProfileN/A

View Organization Page

6511 EASTLAND ROAD No 160Brook Park, OH 44142

(440) 243-8459

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

44th percentile

0.01x

Higher debt load relative to assets than 44% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

53rd percentile

0.04x

Higher debt load relative to revenue than 53% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Net Margin

9th percentile

-42%

Higher net margin than 9% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Asset Growth

17th percentile

-9.2%

Faster asset growth than 17% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

31st percentile

-2.6%

Faster revenue growth than 31% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets44th percentile

Assets

Down

$7,164,182

Down $726,005 (-9.2%) from 2015

Net Assets

Down

$7,084,739

Down $725,987 (-9.3%) from 2015

Liabilities

Down

$79,443

Down $18 (-0.0%) from 2015

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin9th percentile

Revenue

Down

$2,227,153

Down $59,341 (-2.6%) from 2015

Expenses

Up

$3,160,898

Up $412,456 (+15%) from 2015

Net Income

Down

-$933,745

Down $471,797 (-102%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2010: $10,968,723Liabilities 2010: $3,319,788Net Assets 2010: $7,648,9352010Assets 2011: $9,029,852Liabilities 2011: $481,812Net Assets 2011: $8,548,0402011Assets 2012: $10,298,075Liabilities 2012: $1,325,140Net Assets 2012: $8,972,9352012Assets 2013: $8,576,638Liabilities 2013: $101,637Net Assets 2013: $8,475,0012013Assets 2014: $8,469,717Liabilities 2014: $94,086Net Assets 2014: $8,375,6312014Assets 2015: $7,890,187Liabilities 2015: $79,461Net Assets 2015: $7,810,7262015Assets 2016: $7,164,182Liabilities 2016: $79,443Net Assets 2016: $7,084,7392016Assets 2017: $6,883,499Liabilities 2017: $73,529Net Assets 2017: $6,809,9702017Assets 2018: $5,905,896Liabilities 2018: $51,600Net Assets 2018: $5,854,2962018Assets 2019: $6,293,069Liabilities 2019: $37,143Net Assets 2019: $6,255,9262019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2016

Assets$7,164,182
Liabilities$79,443
Net Assets$7,084,739
Open 2016 Filing

Operations Trend

Revenue Growth31st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $6,353,1222010Expenses 2011: $4,983,8572011Expenses 2012: $4,376,3082012Revenue 2013: $2,614,907Expenses 2013: $2,778,270Net Income 2013: -$163,3632013Revenue 2014: $2,513,031Expenses 2014: $2,702,664Net Income 2014: -$189,6332014Revenue 2015: $2,286,494Expenses 2015: $2,748,442Net Income 2015: -$461,9482015Revenue 2016: $2,227,153Expenses 2016: $3,160,898Net Income 2016: -$933,7452016Revenue 2017: $1,819,408Expenses 2017: $2,315,181Net Income 2017: -$495,7732017Revenue 2018: $1,996,923Expenses 2018: $2,762,035Net Income 2018: -$765,1122018Revenue 2019: $1,964,110Expenses 2019: $2,006,067Net Income 2019: -$41,9572019Revenue 2020: $2,693,296Expenses 2020: $2,803,779Net Income 2020: -$110,4832020

Highlighted filing

2016

Revenue$2,227,153
Expenses$3,160,898
Net Income-$933,745
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 6, 2017
Return Version
2016v3.0
Gross Receipts
$4,846,887
Mission and Program Overview

Mission

To provide benefits, including medical, prescription drug, dental, vision, hearing, disability and death benefits, to approximately 275 active and retired participants and their dependents who meet certain eligibility requirements.

To provide health benefits to approximately 275 active & retired participants & their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$7,810,726$7,084,739▼ $725,987
Investments in Publicly Traded Securities$7,723,129$6,992,929▼ $730,200
Cash and Non-Interest-Bearing Accounts$81,595$74,254▼ $7,341
Accounts Receivable$40,548$53,322▲ $12,774
Savings and Temporary Cash Investments$40,755$34,780▼ $5,975
Land, Buildings, and Equipment, Net$2,594$7,331▲ $4,737
Prepaid Expenses and Deferred Charges$1,566$1,566→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$7,890,187$7,164,182▼ $726,005
Liabilities
Deferred Revenue$40,755$35,030▼ $5,725
Other Liabilities$21,534$26,881▲ $5,347
Accounts Payable and Accrued Expenses$17,172$17,532▲ $360
Total Liabilities$79,461$79,443▼ $18
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,810,726$7,084,739▼ $725,987
Total Liabilities and Net Assets / Fund Balance$7,890,187$7,164,182▼ $726,005

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$7,331$90,639$97,970
Leasehold Improvements$0$73,684$73,684
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
David D DudasTrustee/chairman
Philip PaturzoTrustee/secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,000,811
Investment Income
$149,684
Other Revenue
$76,658
Change in Net Assets
$-933,745

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,220,642
Revenue Not Reported on Financial Statements
$6,511
Revenue Not Reported on Form 990
$207,758
Total Revenue per Audited Statements
$2,428,400
Total Revenue per Form 990
$2,227,153
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$195,844
Salaries, Compensation, and Employee Benefits$145,179
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$2,819,875
Fees for Services Other---$90,108
Other Salaries and Wages---$71,082
Pension Plan Contributions---$36,562
Fees for Services Legal---$32,057
Other Employee Benefits---$31,164
Fees for Services Accounting---$21,215
Office Expenses---$17,608
Occupancy---$9,102
Fees for Service Investment Mgmnt Fees---$6,511
Payroll Taxes---$6,371
Information Technology---$6,320
Other Expenses---$6,127
Insurance---$4,854
Depreciation Depletion---$1,525
Conferences and Meetings---$417
Total Functional Expenses$0$0$0$3,160,898

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,160,898
Expenses per Audited Statements$3,154,387
Total Expenses per Audited Statements$3,149,040
Expenses Not Reported on Financial Statements$6,511
Expenses Not Reported on Form 990$-5,347
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
Health Claims Payable$26,881
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
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, Part VI, Section B, line 11B

“The form 990 is prepared by an independent accounting firm then provided to the officers of the organization for review prior to submission.”

Form 990, Part VI, Section C, line 19

“Governing documents, policies and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Teamsters Union Local No 52
EIN
34-0752734
Phone
4402438459
Address
6511 EASTLAND ROAD No 160, BROOK PARK, OH 44142

Signing Officer

Name
David D Dudas
Title
Chairman
Phone
4402438549
Signed
2017-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David D Dudas
Formed
1952
Legal Domicile
Oh
Voting Board Members
2
Independent Board Members
2
Employees
2
Volunteers
0

Preparer

Firm
Maloney Novotny LLC
Address
1111 Superior Ave Suite 700, Cleveland, OH 44114-2540
Preparer
Christopher Villari
Phone
2163630100
Supplemental Narrative

Financial Statement Notes

Part XII, Line 2D - Other Adjustments:

“Difference in claims payable -5,347.”

Raw XML Appendix354 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/AccountantCompileOrReviewInd00
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IRS990/AccountsReceivableGrp/EOYAmt053322
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH BENEFITS TO APPROXIMATELY 275 ACTIVE & RETIRED PARTICIPANTS & THEIR DEPENDENTS.
IRS990/AnnualDisclosureCoveredPrsnInd00
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IRS990/BooksInCareOfDetail/PhoneNum04402438459
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06511 EASTLAND ROAD 160
IRS990/BooksInCareOfDetail/USAddress/CityNm0BROOK PARK
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE/CHAIRMAN
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IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01952
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
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IRS990/GainOrLossGrp/SecuritiesAmt0-30771
IRS990/GamingActivitiesInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02588963
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IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt06320
IRS990/InsuranceGrp/TotalAmt04854
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0180455
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07723129
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06992929
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0164323
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02594
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07331
IRS990/LandBldgEquipCostOrOtherBssAmt0171654
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02619734
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE BENEFITS, INCLUDING MEDICAL, PRESCRIPTION DRUG, DENTAL, VISION, HEARING, DISABILITY AND DEATH BENEFITS, TO APPROXIMATELY 275 ACTIVE AND RETIRED PARTICIPANTS AND THEIR DEPENDENTS WHO MEET CERTAIN ELIGIBILITY REQUIREMENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07810726
IRS990/NetAssetsOrFundBalancesEOYAmt07084739
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-30771
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-30771
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0207758
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt09102
IRS990/OfficeExpensesGrp/TotalAmt017608
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt031164
IRS990/OtherExpensesGrp/Desc0PPACA FEES
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IRS990/PartialLiquidationInd00
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IRS990/PoliticalCampaignActyInd00
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IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/Desc1CONTRIBUTIONS - PARTICIPANTS
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IRS990/ScheduleBRequiredInd00
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IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
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IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt073684
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0207758
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt026881
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0HEALTH CLAIMS PAYABLE
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0DIFFERENCE IN CLAIMS PAYABLE -5,347.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XII, Line 2d - Other Adjustments:
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM THEN PROVIDED TO THE OFFICERS OF THE ORGANIZATION FOR REVIEW PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0516098763
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BROOK PARK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd044142
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0THE FUND SHARES OFFICE SPACE WITH TEAMSTERS UNION LOCAL NO. 52 PENSION FUND. EACH FUND IS BILLED SEPARATELY FOR RENT AND RELATED OCCUPANCY EXPENSES BASED ON THE PERCENTAGE OF THE OFFICE THAT IT OCCUPIES.
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt1THE FUND SHARES STAFF WITH TEAMSTERS UNION LOCAL NO. 52 PENSION FUND. PAYROLL AND RELATED EXPENSES ARE ALLOCATED BETWEEN THE FUNDS BASED ON ACTUAL HOURS THAT EMPLOYEES SPEND WORKING ON EACH PARTICULAR FUND.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R, PART V, LINE 1N
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE R, PART V, LINE 1O
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt07890187
IRS990/TotalAssetsEOYAmt07164182
IRS990/TotalAssetsGrp/BOYAmt07890187
IRS990/TotalAssetsGrp/EOYAmt07164182
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/TotalAmt03160898
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt079461
IRS990/TotalLiabilitiesEOYAmt079443
IRS990/TotalLiabilitiesGrp/BOYAmt079461
IRS990/TotalLiabilitiesGrp/EOYAmt079443
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07810726
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07084739
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt02000811
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0149684
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02077469
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02227153
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07890187
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07164182
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06511 EASTLAND ROAD No 160
IRS990/USAddress/CityNm0BROOK PARK
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd044142
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID D DUDAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum04402438549
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TEAMSTERS UNION LOCAL NO 52
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH & WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0TEAM
ReturnHeader/Filer/EIN0340752734
ReturnHeader/Filer/PhoneNum04402438459
ReturnHeader/Filer/USAddress/AddressLine1Txt06511 EASTLAND ROAD No 160
ReturnHeader/Filer/USAddress/CityNm0BROOK PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044142
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId034F15A1E57D14FDCA2271EC8547C559A386063E6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.116.109.2
ReturnHeader/FilingSecurityInformation/IPDt02017-11-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm013:18:42
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0340677006
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Maloney Novotny LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01111 Superior Ave Suite 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cleveland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0441142540
ReturnHeader/PreparerPersonGrp/PhoneNum02163630100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christopher Villari
ReturnHeader/ReturnTs02017-11-10T11:19:01-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,164,182
Liabilities
$79,443
Net assets
$7,084,739
Revenue
$2,227,153
Expenses
$3,160,898
Net income
-$933,745
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.69$2.80$0.11
2019Detailed filing. Detailed filing data is available for this year.$6.29$0.04$6.26$1.96$2.01$0.04
2018Detailed filing. Detailed filing data is available for this year.$5.91$0.05$5.85$2.00$2.76$0.77
2017Detailed filing. Detailed filing data is available for this year.$6.88$0.07$6.81$1.82$2.32$0.50
2016Detailed filing. Detailed filing data is available for this year.$7.16$0.08$7.08$2.23$3.16$0.93
2015Detailed filing. Detailed filing data is available for this year.$7.89$0.08$7.81$2.29$2.75$0.46
2014Detailed filing. Detailed filing data is available for this year.$8.47$0.09$8.38$2.51$2.70$0.19
2013Detailed filing. Detailed filing data is available for this year.$8.58$0.10$8.48$2.61$2.78$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.3$1.33$8.97$4.38
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.03$0.48$8.55$4.98
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.0$3.32$7.65$6.35