Civic Intelligence

Teamsters Local No 377 Health & Welfare Fund

990 • Fiscal year 2014 • EIN 34-0755508

Sep 01, 2013 to Aug 31, 2014 • Filed on Jun 03, 2015

Organization ProfileN/A

View Organization Page

1223 Teamsters Drive44502

(330) 744-3148

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

23rd percentile

0.00x

Higher debt load relative to revenue than 23% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Net Margin

19th percentile

-7.7%

Higher net margin than 19% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Asset Growth

26th percentile

-4.8%

Faster asset growth than 26% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$6,236,092

Down $311,870 (-4.8%) from 2013

Net Assets

Down

$6,225,497

Down $304,220 (-4.7%) from 2013

Liabilities

Down

$10,595

Down $7,650 (-42%) from 2013

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin19th percentile

Revenue

$9,114,118

No earlier filing loaded for comparison.

Expenses

Down

$9,812,211

Down $769,105 (-7.3%) from 2013

Net Income

-$698,093

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$15M$10M$5.0M$0Assets 2011: $8,666,423Liabilities 2011: $46,287Net Assets 2011: $8,620,1362011Assets 2012: $7,027,896Liabilities 2012: $17,746Net Assets 2012: $7,010,1502012Assets 2013: $6,547,962Liabilities 2013: $18,245Net Assets 2013: $6,529,7172013Assets 2014: $6,236,092Liabilities 2014: $10,595Net Assets 2014: $6,225,4972014Assets 2015: $5,256,049Liabilities 2015: $10,561Net Assets 2015: $5,245,4882015Assets 2016: $3,581,154Liabilities 2016: $15,307Net Assets 2016: $3,565,8472016Assets 2018: $5,093,827Liabilities 2018: $21,050Net Assets 2018: $5,072,7772018Assets 2019: $8,013,881Liabilities 2019: $301,801Net Assets 2019: $7,712,0802019Assets 2020: $10,078,625Liabilities 2020: $36,745Net Assets 2020: $10,041,8802020Assets 2021: $11,571,182Liabilities 2021: $184,128Net Assets 2021: $11,387,0542021Assets 2022: $9,950,179Liabilities 2022: $134,365Net Assets 2022: $9,815,8142022Assets 2024: $10,735,914Liabilities 2024: $18,838Net Assets 2024: $10,717,0762024

Highlighted filing

2014

Assets$6,236,092
Liabilities$10,595
Net Assets$6,225,497
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $9,816,2572011Expenses 2012: $11,119,4562012Expenses 2013: $10,581,3162013Revenue 2014: $9,114,118Expenses 2014: $9,812,211Net Income 2014: -$698,0932014Revenue 2015: $8,972,423Expenses 2015: $9,762,888Net Income 2015: -$790,4652015Revenue 2016: $7,213,599Expenses 2016: $9,014,697Net Income 2016: -$1,801,0982016Revenue 2018: $7,924,314Expenses 2018: $7,325,883Net Income 2018: $598,4312018Revenue 2019: $7,890,496Expenses 2019: $5,318,412Net Income 2019: $2,572,0842019Revenue 2020: $7,609,335Expenses 2020: $5,715,322Net Income 2020: $1,894,0132020Revenue 2021: $7,677,508Expenses 2021: $6,876,000Net Income 2021: $801,5082021Revenue 2022: $7,336,589Expenses 2022: $8,037,714Net Income 2022: -$701,1252022Revenue 2024: $7,725,360Expenses 2024: $7,182,233Net Income 2024: $543,1272024

Highlighted filing

2014

Revenue$9,114,118
Expenses$9,812,211
Net Income-$698,093
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Jun 3, 2015
Return Version
2013v4.0
Gross Receipts
$10,015,042
Mission and Program Overview

Mission

To provide health & welfare benefits to members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$6,529,717$6,225,497▼ $304,220
Investments in Publicly Traded Securities$5,379,442$5,016,569▼ $362,873
Accounts Receivable$866,910$791,558▼ $75,352
Other Notes and Loans Receivable, Net$127,000$214,537▲ $87,537
Cash and Non-Interest-Bearing Accounts$157,560$197,484▲ $39,924
Prepaid Expenses and Deferred Charges$6,248$5,624▼ $624
Land, Buildings, and Equipment, Net$1,045$2,433▲ $1,388
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$6,547,962$6,236,092▼ $311,870
Other Assets Total$9,757$7,887▼ $1,870
Liabilities
Accounts Payable and Accrued Expenses$18,245$10,595▼ $7,650
Total Liabilities$18,245$10,595▼ $7,650
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,529,717$6,225,497▼ $304,220
Total Liabilities and Net Assets / Fund Balance$6,547,962$6,236,092▼ $311,870

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,433$25,911$28,344
Leasehold Improvements$0$21,605$21,605
Compensation and Service Providers
Top Officer Pay46th percentile

Board Members and Trustees

NameTitle
Carmen FordeEmployer Trustee
Raymond HuberEmployer Trustee
Ken SaboUnion Trustee
Ralph Sam CookUnion Trustee
Richard SandbergUnion Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,760,439
Investment Income
$187,954
Other Revenue
$165,725
Change in Net Assets
$-698,093

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,114,118
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$393,873
Total Revenue per Audited Statements
$9,507,991
Total Revenue per Form 990
$9,114,118
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$249,932
Salaries, Compensation, and Employee Benefits$135,223
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$9,427,056
Other Salaries and Wages---$111,090
Fees for Service Investment Mgmnt Fees---$66,282
Office Expenses---$62,236
Information Technology---$25,533
Fees for Services Legal---$24,557
Fees for Services Management---$24,000
Insurance---$17,554
Fees for Services Accounting---$17,500
Pension Plan Contributions---$15,195
Payroll Taxes---$8,938
Occupancy---$8,400
Fees for Services Other---$2,158
Conferences and Meetings---$964
Depreciation Depletion---$748
Total Functional Expenses$0$0$0$9,812,211

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$9,812,211
Total Expenses per Audited Statements$9,812,211
Total Expenses per Form 990$9,812,211
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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 11

“The form 990 is distributed to all trustees for review.”

Form 990, Part VI, Section B, Line 12C

“Conflict of interest policies are mailed out annually to all board of trustee members. The members sign, and return the policies to ensure compliance with the policy.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, policies, and financial statements available upon request.”

Filing and Contact Details

Filer

EIN
34-0755508
Phone
3307443148

Signing Officer

Name
Ralph Cook
Title
Trustee
Phone
3307443148
Signed
2015-06-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ralph Cook
Formed
1958
Legal Domicile
Oh
Voting Board Members
6
Independent Board Members
6
Employees
3
Volunteers
0

Preparer

Preparer
Thomas J Anness CPA
Phone
3307585716
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“Form 990, part xi, line 2c, oversight committee of the audit/auditor: the organization's process for oversight of the audit of its financial statements and selection of an independent accountant has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The provisions of "accounting for uncertainty in income taxes" prescribe a recognition threshold and a measurement attribute for the financial statement recognition and measurement of tax positions taken or expected to be taken in a tax return. For those benefits to be recognized, a tax position must be more-likely-than-not to be sustained upon examination by taxing authorities. The fund administrator has analyzed tax positions taken by the fund, and has concluded that as of august 31, 2014, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any periods in progress. The fund administrator believes it is no longer subject to potential income tax examinations for the years prior to 2010.”

Raw XML Appendix332 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PROVISIONS OF "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES" PRESCRIBE A RECOGNITION THRESHOLD AND A MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. FOR THOSE BENEFITS TO BE RECOGNIZED, A TAX POSITION MUST BE MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE FUND ADMINISTRATOR HAS ANALYZED TAX POSITIONS TAKEN BY THE FUND, AND HAS CONCLUDED THAT AS OF AUGUST 31, 2014, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY PERIODS IN PROGRESS. THE FUND ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO POTENTIAL INCOME TAX EXAMINATIONS FOR THE YEARS PRIOR TO 2010.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalExpensesPerForm990Amt09812211
IRS990ScheduleD/TotalRevenuePerForm990Amt09114118
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt09507991
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt09812211
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS DISTRIBUTED TO ALL TRUSTEES FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFLICT OF INTEREST POLICIES ARE MAILED OUT ANNUALLY TO ALL BOARD OF TRUSTEE MEMBERS. THE MEMBERS SIGN, AND RETURN THE POLICIES TO ENSURE COMPLIANCE WITH THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990, PART XI, LINE 2C, OVERSIGHT COMMITTEE OF THE AUDIT/AUDITOR: THE ORGANIZATION'S PROCESS FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06547962
IRS990/TotalAssetsEOYAmt06236092
IRS990/TotalAssetsGrp/BOYAmt06547962
IRS990/TotalAssetsGrp/EOYAmt06236092
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/TotalAmt09812211
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt018245
IRS990/TotalLiabilitiesEOYAmt010595
IRS990/TotalLiabilitiesGrp/BOYAmt018245
IRS990/TotalLiabilitiesGrp/EOYAmt010595
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06529717
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06225497
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt08760439
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt09114118
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt09114118
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06547962
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06236092
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine101223 TEAMSTERS DRIVE
IRS990/USAddress/City0YOUNGSTOWN
IRS990/USAddress/State0OH
IRS990/USAddress/ZIPCode044502
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RALPH COOK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03307443148
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-06-03
ReturnHeader/Filer/BusinessName/BusinessNameLine10TEAMSTERS LOCAL NO 377 HEALTH & WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0TEAM
ReturnHeader/Filer/EIN0340755508
ReturnHeader/Filer/PhoneNum03307443148
ReturnHeader/Filer/USAddress/AddressLine101223 TEAMSTERS DRIVE
ReturnHeader/Filer/USAddress/City0YOUNGSTOWN
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode044502
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341451668
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ANNESS GERLACH & WILLIAMS CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 3827
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0YOUNGSTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0445133827
ReturnHeader/PreparerPersonGrp/PhoneNum03307585716
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS J ANNESS CPA
ReturnHeader/ReturnTs02015-07-06T07:41:47-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-09-01
ReturnHeader/TaxPeriodEndDt02014-08-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,236,092
Liabilities
$10,595
Net assets
$6,225,497
Revenue
$9,114,118
Expenses
$9,812,211
Net income
-$698,093
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.7$0.02$10.7$7.73$7.18$0.54
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.95$0.13$9.82$7.34$8.04$0.70
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.6$0.18$11.4$7.68$6.88$0.80
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.1$0.04$10.0$7.61$5.72$1.89
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.01$0.30$7.71$7.89$5.32$2.57
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.09$0.02$5.07$7.92$7.33$0.60
2016Detailed filing. Detailed filing data is available for this year.$3.58$0.02$3.57$7.21$9.01$1.80
2015Detailed filing. Detailed filing data is available for this year.$5.26$0.01$5.25$8.97$9.76$0.79
2014Detailed filing. Detailed filing data is available for this year.$6.24$0.01$6.23$9.11$9.81$0.70
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.55$0.02$6.53$10.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.03$0.02$7.01$11.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.67$0.05$8.62$9.82