Liabilities / Assets
49th percentile
Higher debt load relative to assets than 49% of similar nonprofits.
990 • Fiscal year 2014 • EIN 34-0821253
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
49th percentile
Higher debt load relative to assets than 49% of similar nonprofits.
Liabilities / Revenue
47th percentile
Higher debt load relative to revenue than 47% of similar nonprofits.
Net Margin
39th percentile
Higher net margin than 39% of similar nonprofits.
Top Officer Pay
82nd percentile
Higher top officer pay than 82% of similar nonprofits.
Top officer pay equals 3.6% of source-year revenue.
Asset Growth
37th percentile
Faster asset growth than 37% of similar nonprofits.
Revenue Growth
35th percentile
Faster revenue growth than 35% of similar nonprofits.
Assets
Down$3,584,860
Down $73,761 (-2.0%) from 2013
Net Assets
Down$3,546,527
Down $66,294 (-1.8%) from 2013
Liabilities
Down$38,333
Down $7,467 (-16%) from 2013
Revenue
Down$3,790,459
Down $125,512 (-3.2%) from 2013
Expenses
Down$3,816,066
Down $36,008 (-0.9%) from 2013
Net Income
Down-$25,607
Down $89,504 (-140%) from 2013
To provide major medical, life, prescription and other benefits to eligible union members and their families.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $3,612,821 | $3,546,527 | ▼ $66,294 |
| Investments in Publicly Traded Securities | $1,762,572 | $1,846,397 | ▲ $83,825 |
| Savings and Temporary Cash Investments | $1,305,228 | $1,424,121 | ▲ $118,893 |
| Accounts Receivable | $532,195 | $267,883 | ▼ $264,312 |
| Land, Buildings, and Equipment, Net | $32,143 | $24,809 | ▼ $7,334 |
| Prepaid Expenses and Deferred Charges | $17,912 | $18,939 | ▲ $1,027 |
| Cash and Non-Interest-Bearing Accounts | $8,571 | $2,711 | ▼ $5,860 |
| Total Assets | $3,658,621 | $3,584,860 | ▼ $73,761 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $45,800 | $38,333 | ▼ $7,467 |
| Total Liabilities | $45,800 | $38,333 | ▼ $7,467 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $3,612,821 | $3,546,527 | ▼ $66,294 |
| Total Liabilities and Net Assets / Fund Balance | $3,658,621 | $3,584,860 | ▼ $73,761 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Equipment | $24,809 | $254,658 | $279,467 |
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Gary Boncella | Administrato | FT | $135,591 | $135,591 |
| Name | Title |
|---|---|
| Gary M Tiboni | Chairman |
| Brock Walls | Trustee |
| Jeffrey E Nock | Trustee |
| John Fortesque | Trustee |
| John Sarrouh | Trustee |
| John Ziss Jr | Trustee |
| Nicholas M Magistrelli | Trustee |
| Sal Alioto | Trustee |
| Dennis Kashi Sr | Trustee - Al |
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $454,226 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Other Expenses | $-112,295 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | $3,474,135 | - | - | $3,474,135 |
| Other Salaries and Wages | $161,927 | - | - | $161,927 |
| Comp Disqual Persons | $136,079 | - | - | $136,079 |
| Occupancy | $90,775 | - | - | $90,775 |
| Pension Plan Contributions | $78,944 | - | - | $78,944 |
| Other Employee Benefits | $54,274 | - | - | $54,274 |
| Fees for Services Other | $40,180 | - | - | $40,180 |
| Office Expenses | $29,148 | - | - | $29,148 |
| Information Technology | $27,629 | - | - | $27,629 |
| Payroll Taxes | $23,002 | - | - | $23,002 |
| Conferences and Meetings | $21,197 | - | - | $21,197 |
| Fees for Services Legal | $18,212 | - | - | $18,212 |
| Fees for Services Accounting | $17,383 | - | - | $17,383 |
| Depreciation Depletion | $8,334 | - | - | $8,334 |
| Insurance | $5,635 | - | - | $5,635 |
| Fees for Service Investment Mgmnt Fees | $1,808 | - | - | $1,808 |
| Other Expenses | $-372,596 | - | - | $-372,596 |
| Total Functional Expenses | $3,816,066 | $0 | $0 | $3,816,066 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $3,816,066 |
| Total Expenses per Audited Statements | $3,816,066 |
| Total Expenses per Form 990 | $3,816,066 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“Gary m. Tiboni john m. Fortesque chairman trustee officers - related local 436”
“Brock walls po box 38159 olmsted falls, oh 44138 jeffrey e. Nock 3965 pearl road cleveland, oh 44109-3103 nicholas m. Magistrelli 142 filly lane northfield, oh 44067-1279 sal alioto 673 jefferson drive highland heights, oh 44143 john sarrouh 3092 rockefeller avenue cleveland, oh 44115 john ziss, jr. 6415 granger road independence, oh 44131”
“The fund's plan administrator reviews the form 990. The trustees review the form 990 at a trustee meeting with accountants and legal counsel present.”
“The trustees are asked annually if there are any conflicts. In the event a conflict arises, the party is required to immediately report it to the board. This information is monitored and updated annually by legal counsel.”
“The board of trustees reviews the chairman's recommended compensation for the plan administrator. The board is comprised of both employer and union trustees. Based on their experience, the trustees consider and discuss the chairman's recommendation and either approve or propose changes to the proposal, arriving at a compensation package based on unanimous approval by the governing board.”
“The plan administrator, who is the other employees' direct supervisor, proposes compensation levels for the administrative staff. These recommended salary packages are reviewed and approved by the board.”
“The governing documents, financial statements and tax returns are available upon written request to the plan administrator. Annual required mailings inform the participants of the availability of the documents.”
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/AccountantCompileOrReviewInd | 0 | false |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 45800 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 38333 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 532195 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 267883 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | TO PROVIDE MAJOR MEDICAL, LIFE, PRESCRIPTION AND OTHER BENEFITS TO ELIGIBLE UNION MEMBERS AND THEIR FAMILIES. |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/AuditCommitteeInd | 0 | true |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BenefitsToMembersGrp/ProgramServicesAmt | 0 | 3474135 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 3474135 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | GARY BONCELLA |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 2163280436 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 6051 CAREY DRIVE |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | VALLEY VIEW |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OH |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 44125 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 8571 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 2711 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompDisqualPersonsGrp/ProgramServicesAmt | 0 | 136079 |
| IRS990/CompDisqualPersonsGrp/TotalAmt | 0 | 136079 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | true |
| IRS990/CompensationProcessOtherInd | 0 | true |
| IRS990/ConferencesMeetingsGrp/ProgramServicesAmt | 0 | 21197 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 21197 |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 3474135 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 130685 |
| IRS990/CYOtherExpensesAmt | 0 | -112295 |
| IRS990/CYOtherRevenueAmt | 0 | 5245 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 3654529 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -25607 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 454226 |
| IRS990/CYTotalExpensesAmt | 0 | 3816066 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 3790459 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/ProgramServicesAmt | 0 | 8334 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 8334 |
| IRS990/Desc | 0 | THE ORGANIZATION PROVDES MEDICAL AND RELATED BENEFITS DESCRIBED IN ITS SUMMARY PLAN DESCRIPTION AND IN ACCORDANCE WITH COLLECTIVE BARGAINING AGREEMENTS NEGOTIATED WITH PARTICIPATING EMPLOYERS. |
| IRS990/DescribedInSection501c3Ind | 0 | false |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 6 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
| IRS990/FamilyOrBusinessRlnInd | 0 | true |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt | 0 | 17383 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 17383 |
| IRS990/FeesForServicesLegalGrp/ProgramServicesAmt | 0 | 18212 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 18212 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 40180 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 40180 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt | 0 | 1808 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 1808 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | GARY M TIBONI |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | JOHN FORTESQUE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | BROCK WALLS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | JEFFREY E NOCK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | NICHOLAS M MAGISTRELLI |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | SAL ALIOTO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | JOHN SARROUH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | JOHN ZISS JR |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | DENNIS KASHI SR |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | GARY BONCELLA |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 135591 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | CHAIRMAN |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | TRUSTEE - AL |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | ADMINISTRATO |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 1952 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | true |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 8 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 3790459 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | true |
| IRS990/IndependentVotingMemberCnt | 0 | 6 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/ProgramServicesAmt | 0 | 27629 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 27629 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 5635 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 5635 |
| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | 130685 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 130685 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 1762572 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 1846397 |
| IRS990/IRPDocumentCnt | 0 | 4 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 254658 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 32143 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 24809 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 279467 |
| IRS990/LegalDomicileStateCd | 0 | OH |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | TO PROVIDE MAJOR MEDICAL, LIFE, PRESCRIPTION AND OTHER BENEFITS TO ELIGIBLE UNION MEMBERS AND THEIR FAMILIES. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 3612821 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 3546527 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -40687 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 90775 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 90775 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 29148 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 29148 |
| IRS990/OfficerMailingAddressInd | 0 | true |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt | 0 | 54274 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 54274 |
| IRS990/OtherExpensesGrp/Desc | 0 | ALLOCATION TO PENSION FUN |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | -372596 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | -372596 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | MISCELLANEOUS |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 5245 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 5245 |
| IRS990/OtherRevenueTotalAmt | 0 | 5245 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 161927 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 161927 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 23002 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 23002 |
| IRS990/PensionPlanContributionsGrp/ProgramServicesAmt | 0 | 78944 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 78944 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 17912 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 18939 |
| IRS990/PrincipalOfficerNm | 0 | GARY BONCELLA |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | PARTICIPANT CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 3022228 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 632301 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 3022228 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 632301 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 3481894 |
| IRS990/PYInvestmentIncomeAmt | 0 | 97152 |
| IRS990/PYOtherExpensesAmt | 0 | -59374 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 3818819 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 63897 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 429554 |
| IRS990/PYTotalExpensesAmt | 0 | 3852074 |
| IRS990/PYTotalRevenueAmt | 0 | 3915971 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -25607 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 3612821 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 3546527 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 1305228 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 1424121 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/EquipmentGrp/BookValueAmt | 0 | 24809 |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 254658 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 279467 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 3816066 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | -40687 |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | -40687 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 3790459 |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 24809 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 3816066 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 3790459 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 3749772 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 3816066 |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | GARY M. TIBONI JOHN M. FORTESQUE CHAIRMAN TRUSTEE OFFICERS - RELATED LOCAL 436 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | BROCK WALLS PO BOX 38159 OLMSTED FALLS, OH 44138 JEFFREY E. NOCK 3965 PEARL ROAD CLEVELAND, OH 44109-3103 NICHOLAS M. MAGISTRELLI 142 FILLY LANE NORTHFIELD, OH 44067-1279 SAL ALIOTO 673 JEFFERSON DRIVE HIGHLAND HEIGHTS, OH 44143 JOHN SARROUH 3092 ROCKEFELLER AVENUE CLEVELAND, OH 44115 JOHN ZISS, JR. 6415 GRANGER ROAD INDEPENDENCE, OH 44131 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE FUND'S PLAN ADMINISTRATOR REVIEWS THE FORM 990. THE TRUSTEES REVIEW THE FORM 990 AT A TRUSTEE MEETING WITH ACCOUNTANTS AND LEGAL COUNSEL PRESENT. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE TRUSTEES ARE ASKED ANNUALLY IF THERE ARE ANY CONFLICTS. IN THE EVENT A CONFLICT ARISES, THE PARTY IS REQUIRED TO IMMEDIATELY REPORT IT TO THE BOARD. THIS INFORMATION IS MONITORED AND UPDATED ANNUALLY BY LEGAL COUNSEL. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE BOARD OF TRUSTEES REVIEWS THE CHAIRMAN'S RECOMMENDED COMPENSATION FOR THE PLAN ADMINISTRATOR. THE BOARD IS COMPRISED OF BOTH EMPLOYER AND UNION TRUSTEES. BASED ON THEIR EXPERIENCE, THE TRUSTEES CONSIDER AND DISCUSS THE CHAIRMAN'S RECOMMENDATION AND EITHER APPROVE OR PROPOSE CHANGES TO THE PROPOSAL, ARRIVING AT A COMPENSATION PACKAGE BASED ON UNANIMOUS APPROVAL BY THE GOVERNING BOARD. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | THE PLAN ADMINISTRATOR, WHO IS THE OTHER EMPLOYEES' DIRECT SUPERVISOR, PROPOSES COMPENSATION LEVELS FOR THE ADMINISTRATIVE STAFF. THESE RECOMMENDED SALARY PACKAGES ARE REVIEWED AND APPROVED BY THE BOARD. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | THE GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND TAX RETURNS ARE AVAILABLE UPON WRITTEN REQUEST TO THE PLAN ADMINISTRATOR. ANNUAL REQUIRED MAILINGS INFORM THE PARTICIPANTS OF THE AVAILABILITY OF THE DOCUMENTS. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PAGE 6, PART VI, LINE 2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PAGE 6, PART VI, LINE 9 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PAGE 6, PART VI, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PAGE 6, PART VI, LINE 15A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PAGE 6, PART VI, LINE 15B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990, PAGE 6, PART VI, LINE 19 |
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| IRS990/USAddress/CityNm | 0 | VALLEY VIEW |
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| IRS990/VotingMembersIndependentCnt | 0 | 6 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | true |
| ReturnHeader/BuildTS | 0 | 2016-02-25 16:41:14Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | GARY BONCELLA |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PLAN ADMINISTRATOR |
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| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2015-05-05 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | EXCAVATING & BUILDING MATL DRIVERS |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | UNION LOCAL 436 WELFARE FUND |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | EXCA |
| ReturnHeader/Filer/EIN | 0 | 340821253 |
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| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 6051 CAREY DRIVE |
| ReturnHeader/Filer/USAddress/CityNm | 0 | VALLEY VIEW |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OH |
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| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 341595557 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | TRAMER SHORE & ZWICK CPAS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 23775 COMMERCE PARK RD STE 1 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | CLEVELAND |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | OH |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 441225836 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2167658110 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2015-06-17 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JEFFERY J BARBER |
| ReturnHeader/ReturnTs | 0 | 2015-06-17T10:52:07-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2014-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2014-12-31 |
| ReturnHeader/TaxYr | 0 | 2014 |
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Displayed year
2014 • Form 990Detailed filing. Detailed filing data is available for this year.