Civic Intelligence

Excavating & Building Matl Drivers Union Local 436 Welfare Fund

990 • Fiscal year 2016 • EIN 34-0821253

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 17, 2017

Organization ProfileN/A

View Organization Page

6051 Carey DriveValley View, OH 44125-4259

(216) 328-0436

Siviq Scores

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

Liabilities / Assets

54th percentile

0.02x

Higher debt load relative to assets than 54% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

50th percentile

0.02x

Higher debt load relative to revenue than 50% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Net Margin

18th percentile

-17%

Higher net margin than 18% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

83rd percentile

$146,344

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Asset Growth

20th percentile

-14%

Faster asset growth than 20% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

26th percentile

-8.7%

Faster revenue growth than 26% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$2,854,648

Down $458,857 (-14%) from 2015

Net Assets

Down

$2,805,524

Down $465,989 (-14%) from 2015

Liabilities

Up

$49,124

Up $7,132 (+17%) from 2015

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin18th percentile

Revenue

Down

$3,263,209

Down $312,762 (-8.7%) from 2015

Expenses

Up

$3,820,234

Up $216,253 (+6.0%) from 2015

Net Income

Down

-$557,025

Down $529,015 (-1889%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,457,463Liabilities 2011: $138,700Net Assets 2011: $3,318,7632011Assets 2012: $3,645,490Liabilities 2012: $100,967Net Assets 2012: $3,544,5232012Assets 2013: $3,658,621Liabilities 2013: $45,800Net Assets 2013: $3,612,8212013Assets 2014: $3,584,860Liabilities 2014: $38,333Net Assets 2014: $3,546,5272014Assets 2015: $3,313,505Liabilities 2015: $41,992Net Assets 2015: $3,271,5132015Assets 2016: $2,854,648Liabilities 2016: $49,124Net Assets 2016: $2,805,5242016Assets 2017: $2,637,036Liabilities 2017: $29,537Net Assets 2017: $2,607,4992017Assets 2018: $2,221,514Liabilities 2018: $30,459Net Assets 2018: $2,191,0552018Assets 2019: $1,709,923Liabilities 2019: $64,937Net Assets 2019: $1,644,9862019Assets 2020: $1,328,987Liabilities 2020: $252,316Net Assets 2020: $1,076,6712020Assets 2021: $1,467,420Liabilities 2021: $196,024Net Assets 2021: $1,271,3962021Assets 2022: $1,640,793Liabilities 2022: $250,252Net Assets 2022: $1,390,5412022Assets 2023: $1,110,024Liabilities 2023: $223,542Net Assets 2023: $886,4822023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2016

Assets$2,854,648
Liabilities$49,124
Net Assets$2,805,524
Open 2016 Filing

Operations Trend

Revenue Growth26th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0MExpenses 2011: $3,939,0852011Expenses 2012: $3,882,3322012Revenue 2013: $3,915,971Expenses 2013: $3,852,074Net Income 2013: $63,8972013Revenue 2014: $3,790,459Expenses 2014: $3,816,066Net Income 2014: -$25,6072014Revenue 2015: $3,575,971Expenses 2015: $3,603,981Net Income 2015: -$28,0102015Revenue 2016: $3,263,209Expenses 2016: $3,820,234Net Income 2016: -$557,0252016Revenue 2017: $3,525,710Expenses 2017: $3,737,293Net Income 2017: -$211,5832017Revenue 2018: $3,619,111Expenses 2018: $3,922,491Net Income 2018: -$303,3802018Revenue 2019: $3,211,073Expenses 2019: $3,838,952Net Income 2019: -$627,8792019Revenue 2020: $3,244,652Expenses 2020: $3,774,451Net Income 2020: -$529,7992020Revenue 2021: $3,057,068Expenses 2021: $2,863,867Net Income 2021: $193,2012021Revenue 2022: $2,911,483Expenses 2022: $2,705,110Net Income 2022: $206,3732022Revenue 2023: $2,640,055Expenses 2023: $3,156,352Net Income 2023: -$516,2972023Revenue 2024: $33,488Expenses 2024: $42,252Net Income 2024: -$8,7642024

Highlighted filing

2016

Revenue$3,263,209
Expenses$3,820,234
Net Income-$557,025
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 17, 2017
Return Version
2016v3.0
Gross Receipts
$3,263,209
Mission and Program Overview

Mission

To provide major medical, life, prescription and other benefits to eligible union members and their families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,271,513$2,805,524▼ $465,989
Investments in Publicly Traded Securities$1,719,780$1,868,208▲ $148,428
Savings and Temporary Cash Investments$1,287,880$720,513▼ $567,367
Accounts Receivable$264,216$230,222▼ $33,994
Prepaid Expenses and Deferred Charges$18,455$21,357▲ $2,902
Land, Buildings, and Equipment, Net$17,906$12,835▼ $5,071
Cash and Non-Interest-Bearing Accounts$5,268$767▼ $4,501
Total Assets$3,313,505$2,854,648▼ $458,857
Other Assets Total-$746-
Liabilities
Accounts Payable and Accrued Expenses$41,992$29,525▼ $12,467
Other Liabilities-$18,699-
Unsecured Notes Loans Payable-$900-
Total Liabilities$41,992$49,124▲ $7,132
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,271,513$2,805,524▼ $465,989
Total Liabilities and Net Assets / Fund Balance$3,313,505$2,854,648▼ $458,857

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$12,835$266,632$279,467
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Gary BoncellaAdministratoFT$146,344$146,344

Board Members and Trustees

NameTitle
Gary M TiboniChairman
Brock WallsTrustee
Jeffrey E NockTrustee
John FortesqueTrustee
John SarrouhTrustee
John Ziss JrTrustee
Nicholas M MagistrelliTrustee
Sal AliotoTrustee
Dennis Kashi SrTrustee - Al
Rosario SaraTrustee - Al
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,193,837
Investment Income
$58,461
Other Revenue
$10,911
Change in Net Assets
$-557,025

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,263,209
Revenue Not Reported on Form 990
$91,036
Total Revenue per Audited Statements
$3,354,245
Total Revenue per Form 990
$3,263,209
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$472,165
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0
Other Expenses$-95,875

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$3,443,944--$3,443,944
Other Salaries and Wages$167,778--$167,778
Current Officers, Directors, Trustees, and Key Employees$146,344--$146,344
Fees for Services Other$84,375--$84,375
Pension Plan Contributions$80,229--$80,229
Occupancy$79,115--$79,115
Other Employee Benefits$54,070--$54,070
Office Expenses$30,803--$30,803
Information Technology$25,429--$25,429
Payroll Taxes$23,744--$23,744
Fees for Services Accounting$18,427--$18,427
Fees for Services Legal$15,232--$15,232
Conferences and Meetings$10,390--$10,390
Insurance$6,418--$6,418
Depreciation Depletion$5,071--$5,071
Travel$419--$419
Other Expenses$-371,554--$-371,554
Total Functional Expenses$3,820,234$0$0$3,820,234

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,820,234
Total Expenses per Audited Statements$3,820,234
Total Expenses per Form 990$3,820,234
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Local 436 Pension$18,699
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
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, Page 6, Part VI, Line 2

“Gary m. Tiboni john m. Fortesque chairman trustee officers - related local 436 sal alioto dennis kashi, sr. Trustee officers - related local 436”

Form 990, Page 6, Part VI, Line 9

“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”

Form 990, Page 6, Part VI, Line 11B

“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.”

Form 990, Page 6, Part VI, Line 12C

“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.”

Form 990, Page 6, Part VI, Line 15A

“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.”

Form 990, Page 6, Part VI, Line 15B

“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.”

Form 990, Page 6, Part VI, Line 19

“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.”

Filing and Contact Details

Filer

Filer Name
Excavating & Building Matl Drivers
EIN
34-0821253
Phone
2163280436
Address
6051 CAREY DRIVE, VALLEY VIEW, OH 44125-4259

Signing Officer

Name
Gary Boncella
Title
Administrator
Phone
2163280436
Signed
2017-07-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary Boncella
Formed
1952
Legal Domicile
Oh
Voting Board Members
10
Independent Board Members
6
Employees
6

Preparer

Firm
Tramer Shore & Zwick Cpas
Address
23775 COMMERCE PARK RD STE 1, CLEVELAND, OH 44122-5836
Preparer
Jeffery J Barber
Phone
2167658110
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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/OtherExpensesGrp/ProgramServicesAmt0-371554
IRS990/OtherExpensesGrp/TotalAmt0-371554
IRS990/OtherLiabilitiesGrp/EOYAmt018699
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt010911
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt010911
IRS990/OtherRevenueTotalAmt010911
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0167778
IRS990/OtherSalariesAndWagesGrp/TotalAmt0167778
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt023744
IRS990/PayrollTaxesGrp/TotalAmt023744
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt080229
IRS990/PensionPlanContributionsGrp/TotalAmt080229
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt018455
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt021357
IRS990/PrincipalOfficerNm0GARY BONCELLA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02684476
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1509361
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02684476
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1509361
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt03240259
IRS990/PYInvestmentIncomeAmt0126743
IRS990/PYOtherExpensesAmt0-96825
IRS990/PYOtherRevenueAmt01728
IRS990/PYProgramServiceRevenueAmt03447500
IRS990/PYRevenuesLessExpensesAmt0-28010
IRS990/PYSalariesCompEmpBnftPaidAmt0460547
IRS990/PYTotalExpensesAmt03603981
IRS990/PYTotalRevenueAmt03575971
IRS990/ReconcilationRevenueExpnssAmt0-557025
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03271513
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02805524
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01287880
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0720513
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt012835
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0266632
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0279467
IRS990ScheduleD/ExpensesSubtotalAmt03820234
IRS990ScheduleD/NetUnrealizedGainsInvstAmt091036
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt018699
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO LOCAL 436 PENSION
IRS990ScheduleD/RevenueNotReportedAmt091036
IRS990ScheduleD/RevenueSubtotalAmt03263209
IRS990ScheduleD/TotalBookValueLandBuildingsAmt012835
IRS990ScheduleD/TotalExpensesPerForm990Amt03820234
IRS990ScheduleD/TotalLiabilityAmt018699
IRS990ScheduleD/TotalRevenuePerForm990Amt03263209
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03354245
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03820234
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GARY M. TIBONI JOHN M. FORTESQUE CHAIRMAN TRUSTEE OFFICERS - RELATED LOCAL 436 SAL ALIOTO DENNIS KASHI, SR. TRUSTEE OFFICERS - RELATED LOCAL 436
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BROCK 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/ExplanationTxt2THE 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/ExplanationTxt3THE 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/ExplanationTxt4THE 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/ExplanationTxt5THE 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/ExplanationTxt6THE 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/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03313505
IRS990/TotalAssetsEOYAmt02854648
IRS990/TotalAssetsGrp/BOYAmt03313505
IRS990/TotalAssetsGrp/EOYAmt02854648
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03820234
IRS990/TotalFunctionalExpensesGrp/TotalAmt03820234
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt041992
IRS990/TotalLiabilitiesEOYAmt049124
IRS990/TotalLiabilitiesGrp/BOYAmt041992
IRS990/TotalLiabilitiesGrp/EOYAmt049124
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03271513
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02805524
IRS990/TotalProgramServiceRevenueAmt03193837
IRS990/TotalReportableCompFromOrgAmt0146344
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03263209
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03263209
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03313505
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02854648
IRS990/TravelGrp/ProgramServicesAmt0419
IRS990/TravelGrp/TotalAmt0419
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0900
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06051 CAREY DRIVE
IRS990/USAddress/CityNm0VALLEY VIEW
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd0441254259
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY BONCELLA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02163280436
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EXCAVATING & BUILDING MATL DRIVERS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0UNION LOCAL 436 WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0EXCA
ReturnHeader/Filer/EIN0340821253
ReturnHeader/Filer/PhoneNum02163280436
ReturnHeader/Filer/USAddress/AddressLine1Txt06051 CAREY DRIVE
ReturnHeader/Filer/USAddress/CityNm0VALLEY VIEW
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0441254259
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId017A3E5656A6152F9294441BA1AD0AC33B7534000
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E51AACA974F15E4C6FA12531347E310DACDBB408
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341595557
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TRAMER SHORE & ZWICK CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt023775 COMMERCE PARK RD STE 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0441225836
ReturnHeader/PreparerPersonGrp/PhoneNum02167658110
ReturnHeader/PreparerPersonGrp/PreparationDt02017-07-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFERY J BARBER
ReturnHeader/ReturnTs02017-07-17T12:32:56-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$2,854,648
Liabilities
$49,124
Net assets
$2,805,524
Revenue
$3,263,209
Expenses
$3,820,234
Net income
-$557,025
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.03$0.04$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.11$0.22$0.89$2.64$3.16$0.52
2022Detailed filing. Detailed filing data is available for this year.$1.64$0.25$1.39$2.91$2.71$0.21
2021Detailed filing. Detailed filing data is available for this year.$1.47$0.20$1.27$3.06$2.86$0.19
2020Detailed filing. Detailed filing data is available for this year.$1.33$0.25$1.08$3.24$3.77$0.53
2019Detailed filing. Detailed filing data is available for this year.$1.71$0.06$1.64$3.21$3.84$0.63
2018Detailed filing. Detailed filing data is available for this year.$2.22$0.03$2.19$3.62$3.92$0.30
2017Detailed filing. Detailed filing data is available for this year.$2.64$0.03$2.61$3.53$3.74$0.21
2016Detailed filing. Detailed filing data is available for this year.$2.85$0.05$2.81$3.26$3.82$0.56
2015Detailed filing. Detailed filing data is available for this year.$3.31$0.04$3.27$3.58$3.60$0.03
2014Detailed filing. Detailed filing data is available for this year.$3.58$0.04$3.55$3.79$3.82$0.03
2013Detailed filing. Detailed filing data is available for this year.$3.66$0.05$3.61$3.92$3.85$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.65$0.10$3.54$3.88
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.46$0.14$3.32$3.94