Civic Intelligence

Teamsters Local No 377 Health & Welfare Fund

990 • Fiscal year 2016 • EIN 34-0755508

Sep 01, 2015 to Aug 31, 2016 • Filed on Jun 08, 2017

Organization ProfileN/A

View Organization Page

1223 Teamsters DriveYoungstown, OH 44502

(330) 744-3148

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

Higher debt load relative to assets than 38% of similar nonprofits.

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

Liabilities / Revenue

32nd percentile

0.00x

Higher debt load relative to revenue than 32% of similar nonprofits.

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

Net Margin

12th percentile

-25%

Higher net margin than 12% 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

6th percentile

-32%

Faster asset growth than 6% of similar nonprofits.

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

Revenue Growth

12th percentile

-20%

Faster revenue growth than 12% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$3,581,154

Down $1,674,895 (-32%) from 2015

Net Assets

Down

$3,565,847

Down $1,679,641 (-32%) from 2015

Liabilities

Up

$15,307

Up $4,746 (+45%) from 2015

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin12th percentile

Revenue

Down

$7,213,599

Down $1,758,824 (-20%) from 2015

Expenses

Down

$9,014,697

Down $748,191 (-7.7%) from 2015

Net Income

Down

-$1,801,098

Down $1,010,633 (-128%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth6th 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

2016

Assets$3,581,154
Liabilities$15,307
Net Assets$3,565,847
Open 2016 Filing

Operations Trend

Revenue Growth12th percentile

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

2016

Revenue$7,213,599
Expenses$9,014,697
Net Income-$1,801,098
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Jun 8, 2017
Return Version
2015v3.0
Gross Receipts
$9,191,163
Mission and Program Overview

Mission

To provide health & welfare benefits to members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$5,245,488$3,565,847▼ $1,679,641
Investments in Publicly Traded Securities$4,163,225$2,325,371▼ $1,837,854
Other Notes and Loans Receivable, Net$172,335$606,078▲ $433,743
Accounts Receivable$668,646$527,220▼ $141,426
Cash and Non-Interest-Bearing Accounts$241,723$114,229▼ $127,494
Prepaid Expenses and Deferred Charges$5,412$5,364▼ $48
Land, Buildings, and Equipment, Net$1,531$1,104▼ $427
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$5,256,049$3,581,154▼ $1,674,895
Other Assets Total$3,177$1,788▼ $1,389
Liabilities
Accounts Payable and Accrued Expenses$10,561$15,307▲ $4,746
Total Liabilities$10,561$15,307▲ $4,746
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,245,488$3,565,847▼ $1,679,641
Total Liabilities and Net Assets / Fund Balance$5,256,049$3,581,154▼ $1,674,895

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,104$27,240$28,344
Leasehold Improvements$0$21,605$21,605
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Edward SikosEmployer Trustee
Joseph KerolaEmployer Trustee
Joseph VillanoEmployer Trustee
Ken SaboUnion Trustee
Ralph Sam CookUnion Trustee
Richard SandbergUnion Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,908,018
Investment Income
$65,930
Other Revenue
$239,651
Change in Net Assets
$-1,801,098

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,213,599
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$121,457
Total Revenue per Audited Statements
$7,335,056
Total Revenue per Form 990
$7,213,599
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$381,752
Salaries, Compensation, and Employee Benefits$100,135
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$8,532,810
Insurance---$98,671
Fees for Service Investment Mgmnt Fees---$86,674
Other Salaries and Wages---$83,003
Office Expenses---$61,574
Fees for Services Legal---$28,173
Information Technology---$27,159
Fees for Services Accounting---$24,755
Fees for Services Management---$24,584
Fees for Services Other---$20,230
Pension Plan Contributions---$10,260
Occupancy---$8,400
Payroll Taxes---$6,872
Conferences and Meetings---$1,105
Depreciation Depletion---$427
Total Functional Expenses$0$0$0$9,014,697

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$9,014,697
Total Expenses per Audited Statements$9,014,697
Total Expenses per Form 990$9,014,697
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.”

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

Filer Name
Teamsters Local No 377
EIN
34-0755508
Phone
3307443148
Address
1223 TEAMSTERS DRIVE, YOUNGSTOWN, OH 44502

Signing Officer

Name
Ralph Cook
Title
Trustee
Phone
3307443148
Signed
2017-06-08
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

Firm
Packer Thomas
Address
6601 WESTFORD PLACE SUITE 101, CANFIELD, OH 44406
Preparer
Thomas J Anness CPA
Phone
3305339777
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, 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.”

Raw XML Appendix337 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 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OVERSIGHT 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/TotalAssetsBOYAmt05256049
IRS990/TotalAssetsEOYAmt03581154
IRS990/TotalAssetsGrp/BOYAmt05256049
IRS990/TotalAssetsGrp/EOYAmt03581154
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/TotalAmt09014697
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt010561
IRS990/TotalLiabilitiesEOYAmt015307
IRS990/TotalLiabilitiesGrp/BOYAmt010561
IRS990/TotalLiabilitiesGrp/EOYAmt015307
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05245488
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03565847
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt06908018
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt065930
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07147669
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07213599
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05256049
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03581154
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01223 TEAMSTERS DRIVE
IRS990/USAddress/CityNm0YOUNGSTOWN
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd044502
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RALPH COOK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03307443148
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TEAMSTERS LOCAL NO 377
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH & WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0TEAM
ReturnHeader/Filer/EIN0340755508
ReturnHeader/Filer/PhoneNum03307443148
ReturnHeader/Filer/USAddress/AddressLine1Txt01223 TEAMSTERS DRIVE
ReturnHeader/Filer/USAddress/CityNm0YOUNGSTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044502
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341667340
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PACKER THOMAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06601 WESTFORD PLACE SUITE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CANFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044406
ReturnHeader/PreparerPersonGrp/PhoneNum03305339777
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS J ANNESS CPA
ReturnHeader/ReturnTs02017-06-23T10:18:36-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-09-01
ReturnHeader/TaxPeriodEndDt02016-08-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$3,581,154
Liabilities
$15,307
Net assets
$3,565,847
Revenue
$7,213,599
Expenses
$9,014,697
Net income
-$1,801,098
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
Peer Organizations

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