Civic Intelligence

Teamsters Local No 377 Health & Welfare Fund

990 • Fiscal year 2024 • EIN 34-0755508

Sep 01, 2023 to Aug 31, 2024 • Filed on Jun 05, 2025

3660 Stutz Dr Ste 101Canfield, OH 44406-8149

(330) 270-0453

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2024 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

32nd percentile

0.00x

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

2024 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2024

Net Margin

52nd percentile

7.0%

Higher net margin than 52% of similar nonprofits.

2024 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2024 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2024

Asset Growth

56th percentile

9.6%

Faster asset growth than 56% of similar nonprofits.

2024 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

15th percentile

-5.6%

Faster revenue growth than 15% of similar nonprofits.

2024 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$10,735,914

Up $785,735 (+7.9%) from 2022

Net Assets

Up

$10,717,076

Up $901,262 (+9.2%) from 2022

Liabilities

Down

$18,838

Down $115,527 (-86%) from 2022

Revenue

Up

$7,725,360

Up $388,771 (+5.3%) from 2022

Expenses

Down

$7,182,233

Down $855,481 (-11%) from 2022

Net Income

Up

$543,127

Up $1,244,252 (+177%) from 2022

Historical Trend

Balance Sheet Trend

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

2024

Assets$10,735,914
Liabilities$18,838
Net Assets$10,717,076

Operations Trend

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

2024

Revenue$7,725,360
Expenses$7,182,233
Net Income$543,127
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jun 5, 2025
Return Version
2023v6.0
Gross Receipts
$8,418,710
Mission and Program Overview

Mission

To provide health & welfare benefits to members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$9,664,312$10,717,076▲ $1,052,764
Investments in Publicly Traded Securities$8,246,367$9,146,860▲ $900,493
Accounts Receivable$609,997$639,267▲ $29,270
Cash and Non-Interest-Bearing Accounts$583,491$581,045▼ $2,446
Other Notes and Loans Receivable, Net$332,179$350,178▲ $17,999
Prepaid Expenses and Deferred Charges$9,196$7,760▼ $1,436
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$9,798,675$10,735,914▲ $937,239
Other Assets Total$17,445$10,804▼ $6,641
Liabilities
Accounts Payable and Accrued Expenses$134,363$18,838▼ $115,525
Total Liabilities$134,363$18,838▼ $115,525
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,664,312$10,717,076▲ $1,052,764
Total Liabilities and Net Assets / Fund Balance$9,798,675$10,735,914▲ $937,239
Compensation and Service Providers

Board Members and Trustees

NameTitle
John AnnechenniEmployer Trustee
Joseph KerolaEmployer Trustee
Joseph VillanoEmployer Trustee
Bobbi TerwilligerUnion Trustee
Ralph Sam CookUnion Trustee
Steve AnzevinoUnion Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
AnthemContract Administration3075 VANDERCAR WAY, Cincinnati, OH 45209$325,217
BenesysPlan Administration700 TOWER DRIVE, Troy, MI 48098$185,490
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,212,168
Investment Income
$410,673
Other Revenue
$102,519
Change in Net Assets
$543,127

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,725,360
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$509,637
Total Revenue per Audited Statements
$8,234,997
Total Revenue per Form 990
$7,725,360
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$379,535
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---$6,802,698
Fees for Services Management---$185,490
Fees for Services Other---$85,247
Fees for Services Accounting---$40,540
Fees for Service Investment Mgmnt Fees---$18,287
Office Expenses---$18,222
Insurance---$18,088
Fees for Services Legal---$9,981
Other Expenses---$2,485
Conferences and Meetings---$1,195
Total Functional Expenses$0$0$0$7,182,233

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,182,233
Total Expenses per Audited Statements$7,182,233
Total Expenses per Form 990$7,182,233
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
3660 STUTZ DR STE 101, CANFIELD, OH 44406-8149

Signing Officer

Name
Ralph Cook
Title
Trustee
Phone
3302700453
Signed
2025-06-05
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
23
Volunteers
0

Preparer

Firm
Packer Thomas
Address
6601 WESTFORD PLACE SUITE 101, CANFIELD, OH 44406
Preparer
John Willison 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 414 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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IRS990/ForeignActivitiesInd00
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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:
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IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd210
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd3OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd4OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd5OH
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd15OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd16OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd17OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd18OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd19OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd20OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd21OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0ABLE SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1ABL WHOLESALE DISTRIBUTING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2ARTHUR LOUIS STEEL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3AUSTINTOWN TOWNSHIP ROAD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4BFI OF YOUNGSTOWN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5AIRGAS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6CITY CONCRETE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7HEARN PAPER COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8HUBBARD TOWNSHIP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9MCDONALD STEEL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt10R L LIPTON DISTRIBUTING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt11PRIORITY YARD AND TRAIN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt12M & M PLUS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt13MAHAN PACKING CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt14P I & I TRUCKING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt15PEPSI COLA BOTTLERS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt16PINNEY DOCK & TRANSPORT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt17RHIEL SUPPLY CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt18ROTH BROTHERS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt19TRI COUNTY WHOLESALE DISTRIBUTORS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt20WARREN CONCRETE & SUPPLY
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
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IRS990/TotalLiabilitiesGrp/EOYAmt018838
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt010717076
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt07212168
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0410673
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07314687
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07725360
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$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