Civic Intelligence

Teamsters Local No 377 Health & Welfare Fund

990 • Fiscal year 2018 • EIN 34-0755508

Sep 01, 2017 to Aug 31, 2018 • Filed on Jun 14, 2019

Organization ProfileN/A

View Organization Page

33 Fitch BlvdAustintown, OH 44515

(330) 270-0453

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

Higher debt load relative to assets than 39% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

34th percentile

0.00x

Higher debt load relative to revenue than 34% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Net Margin

58th percentile

7.6%

Higher net margin than 58% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Asset Growth

78th percentile

15%

Faster asset growth than 78% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

59th percentile

6.2%

Faster revenue growth than 59% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$5,093,827

Up $1,512,673 (+42%) from 2016

Net Assets

Up

$5,072,777

Up $1,506,930 (+42%) from 2016

Liabilities

Up

$21,050

Up $5,743 (+38%) from 2016

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin58th percentile

Revenue

Up

$7,924,314

Up $710,715 (+9.9%) from 2016

Expenses

Down

$7,325,883

Down $1,688,814 (-19%) from 2016

Net Income

Up

$598,431

Up $2,399,529 (+133%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2018

Assets$5,093,827
Liabilities$21,050
Net Assets$5,072,777
Open 2018 Filing

Operations Trend

Revenue Growth59th 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

2018

Revenue$7,924,314
Expenses$7,325,883
Net Income$598,431
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Jun 14, 2019
Return Version
2017v2.3
Gross Receipts
$8,053,515
Mission and Program Overview

Mission

To provide health & welfare benefits to members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,394,050$5,072,777▲ $678,727
Investments in Publicly Traded Securities$2,434,995$2,599,423▲ $164,428
Cash and Non-Interest-Bearing Accounts$1,244,518$1,792,505▲ $547,987
Accounts Receivable$586,470$547,508▼ $38,962
Other Notes and Loans Receivable, Net$147,081$147,991▲ $910
Prepaid Expenses and Deferred Charges$4,776$4,535▼ $241
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$4,419,467$5,093,827▲ $674,360
Other Assets Total$1,627$1,865▲ $238
Liabilities
Accounts Payable and Accrued Expenses$25,417$21,050▼ $4,367
Total Liabilities$25,417$21,050▼ $4,367
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,394,050$5,072,777▲ $678,727
Total Liabilities and Net Assets / Fund Balance$4,419,467$5,093,827▲ $674,360
Compensation and Service Providers
Top Officer Pay49th 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

Highest Paid Contractors

ContractorServicesLocationCompensation
AnthemContract AdministrationP O BOX 5700, Cleveland, OH 44101$168,779
BenesysBenefit Consulting700 TOWER DRIVE, Troy, MI 48098$149,094
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,158,762
Investment Income
$85,383
Other Revenue
$680,169
Change in Net Assets
$598,431

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,924,314
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$80,296
Total Revenue per Audited Statements
$8,004,610
Total Revenue per Form 990
$7,924,314
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$297,104
Salaries, Compensation, and Employee Benefits$548
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$7,028,231
Fees for Services Management---$149,094
Fees for Services Other---$56,173
Fees for Services Accounting---$23,733
Fees for Services Legal---$21,685
Insurance---$21,361
Office Expenses---$16,251
Fees for Service Investment Mgmnt Fees---$5,251
Other Expenses---$2,335
Conferences and Meetings---$1,221
Other Salaries and Wages---$548
Total Functional Expenses$0$0$0$7,325,883

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,325,883
Total Expenses per Audited Statements$7,325,883
Total Expenses per Form 990$7,325,883
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 11B

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

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

“Conflict of interest policies are maintained at the principal office of the fund and are available upon request.”

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
3302700453
Address
33 FITCH BLVD, AUSTINTOWN, OH 44515

Signing Officer

Name
Ralph Cook
Title
Trustee
Phone
3302700453
Signed
2019-06-14
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
2
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 AppendixShowing 400 of 436 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
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt025417
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt021050
IRS990/AccountsReceivableGrp/BOYAmt0586470
IRS990/AccountsReceivableGrp/EOYAmt0547508
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH & WELFARE BENEFITS TO MEMBERS.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt07028231
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0RALPH COOK
IRS990/BooksInCareOfDetail/PhoneNum03302700453
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt033 FITCH BLVD
IRS990/BooksInCareOfDetail/USAddress/CityNm0AUSTINTOWN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd044515
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt01244518
IRS990/CashNonInterestBearingGrp/EOYAmt01792505
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt01221
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0168779
IRS990/ContractorCompensationGrp/CompensationAmt1149094
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0P O BOX 5700
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1700 TOWER DRIVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0CLEVELAND
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1TROY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0OH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1MI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd044101
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd148098
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0ANTHEM
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1BENESYS
IRS990/ContractorCompensationGrp/ServicesDesc0CONTRACT ADMINISTRATION
IRS990/ContractorCompensationGrp/ServicesDesc1BENEFIT CONSULTING
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt07028231
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt085383
IRS990/CYOtherExpensesAmt0297104
IRS990/CYOtherRevenueAmt0680169
IRS990/CYProgramServiceRevenueAmt07158762
IRS990/CYRevenuesLessExpensesAmt0598431
IRS990/CYSalariesCompEmpBnftPaidAmt0548
IRS990/CYTotalExpensesAmt07325883
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt07924314
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE ORGANIZATION PROVIDES HEALTHCARE, RETIREMENT, AND DEATH BENEFITS TO ITS ELIGIBLE MEMBERS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt023733
IRS990/FeesForServicesLegalGrp/TotalAmt021685
IRS990/FeesForServicesManagementGrp/TotalAmt0149094
IRS990/FeesForServicesOtherGrp/TotalAmt056173
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt05251
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0RALPH SAM COOK
IRS990/Form990PartVIISectionAGrp/PersonNm1RICHARD SANDBERG
IRS990/Form990PartVIISectionAGrp/PersonNm2KEN SABO
IRS990/Form990PartVIISectionAGrp/PersonNm3JOSEPH KEROLA
IRS990/Form990PartVIISectionAGrp/PersonNm4EDWARD SIKOS
IRS990/Form990PartVIISectionAGrp/PersonNm5JOSEPH VILLANO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5EMPLOYER TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01958
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt012038
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0141239
IRS990/GrossReceiptsAmt08053515
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt021361
IRS990/InvestmentIncomeGrp/ExclusionAmt073345
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt073345
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02434995
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02599423
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0129201
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH & WELFARE BENEFITS TO MEMBERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04394050
IRS990/NetAssetsOrFundBalancesEOYAmt05072777
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt012038
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt012038
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt080296
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt016251
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01627
IRS990/OtherAssetsTotalGrp/EOYAmt01865
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PCORI FEES
IRS990/OtherExpensesGrp/TotalAmt02335
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0INSURANCE STOP-LOSS RE
IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0677404
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt12765
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0677404
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt12765
IRS990/OtherRevenueTotalAmt0680169
IRS990/OtherSalariesAndWagesGrp/TotalAmt0548
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0147081
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0147991
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04776
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04535
IRS990/PrincipalOfficerNm0RALPH COOK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0HEALTH BENEFIT CONTRIB
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07158762
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07158762
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt06270709
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt065396
IRS990/PYOtherExpensesAmt0372435
IRS990/PYOtherRevenueAmt098746
IRS990/PYProgramServiceRevenueAmt07298442
IRS990/PYRevenuesLessExpensesAmt0733540
IRS990/PYSalariesCompEmpBnftPaidAmt085900
IRS990/PYTotalExpensesAmt06729044
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07462584
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0598431
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt04394050
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt05072777
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt07325883
IRS990ScheduleD/NetUnrealizedGainsInvstAmt080296
IRS990ScheduleD/RevenueNotReportedAmt080296
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt07924314
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt07325883
IRS990ScheduleD/TotalRevenuePerForm990Amt07924314
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08004610
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt07325883
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS DISTRIBUTED TO ALL TRUSTEES FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFLICT OF INTEREST POLICIES ARE MAINTAINED AT THE PRINCIPAL OFFICE OF THE FUND AND ARE AVAILABLE UPON REQUEST.
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 11B
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:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd60
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd70
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd80
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd90
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd100
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd110
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd120
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd130
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd140
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd150
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd160
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd170
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd180
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd190
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd200
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd210
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd220
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd230
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd240
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd250
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd2OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd3OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd4OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd5OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd6OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd7OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd8OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd9OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd10OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd11OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd12OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd13OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd14OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd15OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd16OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd17OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd18OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd19OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd20OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd21OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd22OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd23OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd24OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd25OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0ABLE SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1ABL WHOLESALE DISTRIBUTING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2ARTHUR LEWIS STEEL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3AUSTINTOWN TOWNSHIP ROAD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4BFI OF YOUNGSTOWN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5CANFIELD TOWNSHIP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6ASHTABULA METRO HOUSING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7AIRGAS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8CITY CONCRETE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9HEARN PAPER COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt10HUBBARD TOWNSHIP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt11MCDONALD STEEL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt12R L LIPTON DISTRIBUTING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt13LORDSTOWN OF OHIO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt14M & M PLUS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt15MAHAN PACKING CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt16P I & I TRUCKING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt17PEPSI COLA BOTTLERS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt18PINNEY DOCK & TRANSPORT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt19RHIEL SUPPLY CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt20ROTH BROTHERS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt21TRI COUNTY WHOLESALE DISTRIBUTORS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt22UPSCO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt23UNITED FREEZER & STORAGE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt24WARREN CONCRETE & SUPPLY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt25YOUNGSTOWN WHOLESALE GROCERY
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04419467
IRS990/TotalAssetsEOYAmt05093827
IRS990/TotalAssetsGrp/BOYAmt04419467
IRS990/TotalAssetsGrp/EOYAmt05093827
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/TotalAmt07325883
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt025417
IRS990/TotalLiabilitiesEOYAmt021050
IRS990/TotalLiabilitiesGrp/BOYAmt025417
IRS990/TotalLiabilitiesGrp/EOYAmt021050
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04394050
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05072777
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt07158762
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt085383
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07838931
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07924314
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04419467
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05093827
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt033 FITCH BLVD
IRS990/USAddress/CityNm0AUSTINTOWN
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd044515
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,093,827
Liabilities
$21,050
Net assets
$5,072,777
Revenue
$7,924,314
Expenses
$7,325,883
Net income
$598,431
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
2018Detailed filing. Detailed filing data is available for this year.$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