Civic Intelligence

Teamsters Local No 377 Health & Welfare Fund

990 • Fiscal year 2020 • EIN 34-0755508

Sep 01, 2019 to Aug 31, 2020 • Filed on Jun 04, 2021

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

38th percentile

0.00x

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

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

35th percentile

0.00x

Higher debt load relative to revenue than 35% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Net Margin

78th percentile

25%

Higher net margin than 78% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

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.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Asset Growth

87th percentile

26%

Faster asset growth than 87% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

37th percentile

-3.6%

Faster revenue growth than 37% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$10,078,625

Up $2,064,744 (+26%) from 2019

Net Assets

Up

$10,041,880

Up $2,329,800 (+30%) from 2019

Liabilities

Down

$36,745

Down $265,056 (-88%) from 2019

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin78th percentile

Revenue

Down

$7,609,335

Down $281,161 (-3.6%) from 2019

Expenses

Up

$5,715,322

Up $396,910 (+7.5%) from 2019

Net Income

Down

$1,894,013

Down $678,071 (-26%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth87th 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

2020

Assets$10,078,625
Liabilities$36,745
Net Assets$10,041,880
Open 2020 Filing

Operations Trend

Revenue Growth37th 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

2020

Revenue$7,609,335
Expenses$5,715,322
Net Income$1,894,013
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Jun 4, 2021
Return Version
2019v5.2
Gross Receipts
$7,609,335
Mission and Program Overview

Mission

To provide health & welfare benefits to members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$7,712,080$10,041,880▲ $2,329,800
Investments in Publicly Traded Securities$7,046,199$8,992,226▲ $1,946,027
Accounts Receivable$699,035$743,693▲ $44,658
Cash and Non-Interest-Bearing Accounts$3,627$168,140▲ $164,513
Other Notes and Loans Receivable, Net$256,604$164,939▼ $91,665
Prepaid Expenses and Deferred Charges$5,133$4,715▼ $418
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$8,013,881$10,078,625▲ $2,064,744
Other Assets Total$3,283$4,912▲ $1,629
Liabilities
Accounts Payable and Accrued Expenses$301,801$36,745▼ $265,056
Total Liabilities$301,801$36,745▼ $265,056
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,712,080$10,041,880▲ $2,329,800
Total Liabilities and Net Assets / Fund Balance$8,013,881$10,078,625▲ $2,064,744
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Edward SikosEmployer Trustee
Joseph KerolaEmployer Trustee
Joseph VillanoEmployer Trustee
Bobbi Terwilliger as of 7120Union Trustee
Ken Sabo Thru 63020Union Trustee
Ralph Sam CookUnion Trustee
Richard Sandberg Thru 63020Union Trustee
Steve Anzevino as of 7120Union Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
AnthemContract Administration3075 VANDERCAR WAY, Cincinnati, OH 45209$366,080
BenesysPlan Administration700 TOWER DRIVE, Troy, MI 48098$157,500
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,509,874
Investment Income
$97,440
Other Revenue
$2,021
Change in Net Assets
$1,894,013

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,609,335
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$435,787
Total Revenue per Audited Statements
$8,045,122
Total Revenue per Form 990
$7,609,335
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$300,958
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$5,414,364
Fees for Services Management---$157,500
Fees for Services Other---$50,059
Fees for Services Accounting---$32,206
Office Expenses---$16,365
Fees for Service Investment Mgmnt Fees---$14,283
Insurance---$13,674
Fees for Services Legal---$13,291
Other Expenses---$2,315
Conferences and Meetings---$1,265
Total Functional Expenses$0$0$0$5,715,322

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,715,322
Total Expenses per Audited Statements$5,715,322
Total Expenses per Form 990$5,715,322
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
Backup withholding compliance
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

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
2021-06-04
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
34
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 440 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
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IRS990/AccountsReceivableGrp/EOYAmt0743693
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH & WELFARE BENEFITS TO MEMBERS.
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IRS990/BenefitsToMembersGrp/TotalAmt05414364
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IRS990/DescribedInSection501c3Ind00
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IRS990/ForeignActivitiesInd00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0RALPH SAM COOK
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IRS990/Form990PartVIISectionAGrp/PersonNm3JOSEPH KEROLA
IRS990/Form990PartVIISectionAGrp/PersonNm4EDWARD SIKOS
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IRS990/Form990PartVIISectionAGrp/PersonNm6RICHARD SANDBERG THRU 63020
IRS990/Form990PartVIISectionAGrp/PersonNm7KEN SABO THRU 63020
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IRS990/Form990PartVIISectionAGrp/TitleTxt2UNION TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt4EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5EMPLOYER TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt7UNION TRUSTEE
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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 UNITED FREEZER & STORAGE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt23WARREN CONCRETE & SUPPLY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt24YOUNGSTOWN WHOLESALE GROCERY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt25R L LIPTON DISTRIBUTING ASHTABULA
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt08013881
IRS990/TotalAssetsEOYAmt010078625
IRS990/TotalAssetsGrp/BOYAmt08013881
IRS990/TotalAssetsGrp/EOYAmt010078625
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt034
IRS990/TotalFunctionalExpensesGrp/TotalAmt05715322
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0301801
IRS990/TotalLiabilitiesEOYAmt036745
IRS990/TotalLiabilitiesGrp/BOYAmt0301801
IRS990/TotalLiabilitiesGrp/EOYAmt036745
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07712080
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt010041880
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt07509874
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt097440
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07511895
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07609335
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08013881
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt010078625

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,078,625
Liabilities
$36,745
Net assets
$10,041,880
Revenue
$7,609,335
Expenses
$5,715,322
Net income
$1,894,013
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
2020Detailed filing. Detailed filing data is available for this year.$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