Civic Intelligence

Excavating & Building Matl Drivers Union Local 436 Welfare Fund

990 • Fiscal year 2019 • EIN 34-0821253

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 06, 2020

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

64th percentile

0.04x

Higher debt load relative to assets than 64% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

58th percentile

0.02x

Higher debt load relative to revenue than 58% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Net Margin

14th percentile

-20%

Higher net margin than 14% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

83rd percentile

$153,710

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 4.8% of source-year revenue.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Asset Growth

12th percentile

-23%

Faster asset growth than 12% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

20th percentile

-11%

Faster revenue growth than 20% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$1,709,923

Down $511,591 (-23%) from 2018

Net Assets

Down

$1,644,986

Down $546,069 (-25%) from 2018

Liabilities

Up

$64,937

Up $34,478 (+113%) from 2018

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin14th percentile

Revenue

Down

$3,211,073

Down $408,038 (-11%) from 2018

Expenses

Down

$3,838,952

Down $83,539 (-2.1%) from 2018

Net Income

Down

-$627,879

Down $324,499 (-107%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2019

Assets$1,709,923
Liabilities$64,937
Net Assets$1,644,986
Open 2019 Filing

Operations Trend

Revenue Growth20th 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

2019

Revenue$3,211,073
Expenses$3,838,952
Net Income-$627,879
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 6, 2020
Return Version
2019v5.0
Gross Receipts
$3,979,507
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$2,191,055$1,644,986▼ $546,069
Investments in Publicly Traded Securities$1,698,183$1,065,780▼ $632,403
Savings and Temporary Cash Investments$239,036$351,978▲ $112,942
Accounts Receivable$236,938$224,987▼ $11,951
Cash and Non-Interest-Bearing Accounts$28,191$53,759▲ $25,568
Land, Buildings, and Equipment, Net$17,279$11,422▼ $5,857
Prepaid Expenses and Deferred Charges$1,887$1,997▲ $110
Total Assets$2,221,514$1,709,923▼ $511,591
Liabilities
Accounts Payable and Accrued Expenses$30,459$64,937▲ $34,478
Total Liabilities$30,459$64,937▲ $34,478
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,191,055$1,644,986▼ $546,069
Total Liabilities and Net Assets / Fund Balance$2,221,514$1,709,923▼ $511,591

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$11,422$282,441$293,863
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Gary BoncellaAdministratoFT$153,710$153,710
Gary BoncellaAdministrator-$153,710$153,710

Board Members and Trustees

NameTitle
John FortesqueChairman
Brock WallsTrustee
Dennis Kashi SrTrustee
Fred Crow JrTrustee
Jeffrey E NockTrustee
John SarrouhTrustee
Nicholas M MagistrelliTrustee
Rosario SaraTrustee
Sal AliotoTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,128,567
Investment Income
$79,121
Other Revenue
$3,385
Change in Net Assets
$-627,879

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,211,073
Revenue Not Reported on Form 990
$81,810
Total Revenue per Audited Statements
$3,292,883
Total Revenue per Form 990
$3,211,073
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$460,410
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0
Other Expenses$-85,695

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$3,464,237--$3,464,237
Other Salaries and Wages$309,429--$309,429
Occupancy$76,901--$76,901
Pension Plan Contributions$74,017--$74,017
Fees for Services Other$72,991--$72,991
Other Employee Benefits$54,052--$54,052
Information Technology$33,552--$33,552
Fees for Services Legal$26,533--$26,533
Conferences and Meetings$26,011--$26,011
Office Expenses$23,987--$23,987
Payroll Taxes$22,912--$22,912
Fees for Services Accounting$19,812--$19,812
Insurance$7,324--$7,324
Depreciation Depletion$5,857--$5,857
Travel$672--$672
Other Expenses$-379,335--$-379,335
Total Functional Expenses$3,838,952$0$0$3,838,952

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,838,952
Total Expenses per Audited Statements$3,838,952
Total Expenses per Form 990$3,838,952
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
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

“Fred crow john m. Fortesque trustee chairman officers - related local 436 sal alioto dennis kashi, sr. Trustee 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 john sarrouh 3092 rockefeller avenue cleveland, oh 44115 rosario sara 2707 souther road richfield, oh 44286-9521”

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
2020-08-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary Boncella
Formed
1952
Legal Domicile
Oh
Voting Board Members
9
Independent Board Members
9
Employees
6

Preparer

Firm
Tramer Shore & Zwick Cpas
Address
23775 COMMERCE PARK RD STE 1, CLEVELAND, OH 44122-5836
Preparer
Peter a Bolbach
Phone
2167658110
Raw XML Appendix372 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/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1393519
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02735048
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1393519
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt03506941
IRS990/PYInvestmentIncomeAmt063222
IRS990/PYOtherExpensesAmt0-77184
IRS990/PYOtherRevenueAmt02774
IRS990/PYProgramServiceRevenueAmt03553115
IRS990/PYRevenuesLessExpensesAmt0-303380
IRS990/PYSalariesCompEmpBnftPaidAmt0492734
IRS990/PYTotalExpensesAmt03922491
IRS990/PYTotalRevenueAmt03619111
IRS990/ReconcilationRevenueExpnssAmt0-627879
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02191055
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01644986
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0239036
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0351978
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt011422
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0282441
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0293863
IRS990ScheduleD/ExpensesSubtotalAmt03838952
IRS990ScheduleD/NetUnrealizedGainsInvstAmt081810
IRS990ScheduleD/RevenueNotReportedAmt081810
IRS990ScheduleD/RevenueSubtotalAmt03211073
IRS990ScheduleD/TotalBookValueLandBuildingsAmt011422
IRS990ScheduleD/TotalExpensesPerForm990Amt03838952
IRS990ScheduleD/TotalRevenuePerForm990Amt03211073
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03292883
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03838952
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0153710
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0GARY BONCELLA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0153710
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FRED CROW JOHN M. FORTESQUE TRUSTEE CHAIRMAN OFFICERS - RELATED LOCAL 436 SAL ALIOTO DENNIS KASHI, SR. TRUSTEE 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 JOHN SARROUH 3092 ROCKEFELLER AVENUE CLEVELAND, OH 44115 ROSARIO SARA 2707 SOUTHER ROAD RICHFIELD, OH 44286-9521
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/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02221514
IRS990/TotalAssetsEOYAmt01709923
IRS990/TotalAssetsGrp/BOYAmt02221514
IRS990/TotalAssetsGrp/EOYAmt01709923
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03838952
IRS990/TotalFunctionalExpensesGrp/TotalAmt03838952
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt030459
IRS990/TotalLiabilitiesEOYAmt064937
IRS990/TotalLiabilitiesGrp/BOYAmt030459
IRS990/TotalLiabilitiesGrp/EOYAmt064937
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02191055
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01644986
IRS990/TotalProgramServiceRevenueAmt03128567
IRS990/TotalReportableCompFromOrgAmt0153710
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03211073
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03211073
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02221514
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01709923
IRS990/TravelGrp/ProgramServicesAmt0672
IRS990/TravelGrp/TotalAmt0672
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06051 CAREY DRIVE
IRS990/USAddress/CityNm0VALLEY VIEW
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd0441254259
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-01-07 14:23:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY BONCELLA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02163280436
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-06
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/AtSubmissionCreationDeviceId05C418C16105F09594A781428733213C7968EDB95
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F2DCA875212CB2B42EE5A87DD89E235973FC899F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.34.175.196
ReturnHeader/FilingSecurityInformation/IPDt02020-09-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:21:32
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341736265
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/PreparationDt02020-09-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER A BOLBACH
ReturnHeader/ReturnTs02020-09-11T10:21:32-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,709,923
Liabilities
$64,937
Net assets
$1,644,986
Revenue
$3,211,073
Expenses
$3,838,952
Net income
-$627,879
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