Civic Intelligence

Excavating & Building Matl Drivers Union Local 436 Welfare Fund

990 • Fiscal year 2021 • EIN 34-0821253

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 17, 2022

Organization ProfileN/A

View Organization Page

6051 Carey DriveCleveland, OH 44125-4259

(216) 328-0436

Siviq Scores

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

Liabilities / Assets

77th percentile

0.13x

Higher debt load relative to assets than 77% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

68th percentile

0.06x

Higher debt load relative to revenue than 68% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Net Margin

56th percentile

6.3%

Higher net margin than 56% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

83rd percentile

$149,949

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Asset Growth

65th percentile

10%

Faster asset growth than 65% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

33rd percentile

-5.8%

Faster revenue growth than 33% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$1,467,420

Up $138,433 (+10%) from 2020

Net Assets

Up

$1,271,396

Up $194,725 (+18%) from 2020

Liabilities

Down

$196,024

Down $56,292 (-22%) from 2020

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin56th percentile

Revenue

Down

$3,057,068

Down $187,584 (-5.8%) from 2020

Expenses

Down

$2,863,867

Down $910,584 (-24%) from 2020

Net Income

Up

$193,201

Up $723,000 (+136%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2021

Assets$1,467,420
Liabilities$196,024
Net Assets$1,271,396
Open 2021 Filing

Operations Trend

Revenue Growth33rd 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

2021

Revenue$3,057,068
Expenses$2,863,867
Net Income$193,201
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 17, 2022
Return Version
2021v4.1
Gross Receipts
$3,071,722
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$1,076,671$1,271,396▲ $194,725
Cash and Non-Interest-Bearing Accounts$48,144$667,457▲ $619,313
Investments in Publicly Traded Securities$501,216$517,394▲ $16,178
Accounts Receivable$307,758$209,104▼ $98,654
Savings and Temporary Cash Investments$451,526$56,934▼ $394,592
Land, Buildings, and Equipment, Net$18,197$13,037▼ $5,160
Prepaid Expenses and Deferred Charges$2,146$3,494▲ $1,348
Total Assets$1,328,987$1,467,420▲ $138,433
Liabilities
Accounts Payable and Accrued Expenses$252,316$196,024▼ $56,292
Total Liabilities$252,316$196,024▼ $56,292
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,076,671$1,271,396▲ $194,725
Total Liabilities and Net Assets / Fund Balance$1,328,987$1,467,420▲ $138,433

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$13,037$292,365$305,402
Land$0--
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleBaseTotal
Gary BoncellaAdministrator$149,949$149,949

Board Members and Trustees

NameTitle
Brock P WallsTrustee
Carmen SantamariaTrustee
Dennis Kashi SrTrustee
Fred Crow JrTrustee
Jeffrey E NockTrustee
John SarroughTrustee
Rosario SaraTrustee
Sal AliotoTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,035,198
Investment Income
$15,463
Other Revenue
$6,407
Change in Net Assets
$193,201

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,057,068
Revenue Not Reported on Form 990
$1,524
Total Revenue per Audited Statements
$3,058,592
Total Revenue per Form 990
$3,057,068
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$420,245
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0
Other Expenses$-157,687

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$0--$2,601,309
Other Salaries and Wages$0$0$0$290,877
Occupancy$0$0$0$85,388
Pension Plan Contributions$0$0$0$59,722
Other Employee Benefits$0$0$0$47,921
Information Technology$0$0$0$39,062
Fees for Services Other$0$0$0$23,910
Payroll Taxes$0$0$0$21,725
Fees for Services Accounting$0$0$0$18,769
Office Expenses$0$0$0$13,397
Depreciation Depletion$0$0$0$5,160
Insurance$0$0$0$4,168
Fees for Services Legal$0$0$0$1,488
Travel$0$0$0$105
Conferences and Meetings$0$0$0$49
Other Expenses$-349,183$0$0$-349,183
Total Functional Expenses$-349,183$0$0$2,863,867

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,863,867
Total Expenses per Audited Statements$2,863,867
Total Expenses per Form 990$2,863,867
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
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
Filing and Contact Details

Filer

Filer Name
Excavating & Building Matl Drivers Union Local 436 Welfare Fund
EIN
34-0821253
Phone
2163280436
Address
6051 CAREY DRIVE, CLEVELAND, OH 44125-4259

Signing Officer

Name
Dennis Kashi
Title
Chairman
Phone
2163280436
Signed
2022-10-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dennis Kashi
Formed
1952
Legal Domicile
Oh
Voting Board Members
8
Independent Board Members
8
Employees
3
Volunteers
0

Preparer

Firm
Yurchyk & Davis CPA's Inc
Address
3701 Boardman-Canfield Rd 2, Canfield, OH 44406
Preparer
David a Eyster CPA Cma
Phone
3305335000
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The form 990 was reviewed by all trustees of the board at the quarterly meeting and was authorized to be signed.”

Pt VI, Line 12C

“The fund discusses the conflict of interest policy annually and discloses any conflicts and signs the form annually.”

Pt VI, Line 19

“All governing documents, the conflict of interest policy, and the financial statements are all available upon request at the fund office.”

Pt 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.”

Pt VI, Line 15B

“The plan administrator, who is the emplyees' direct supervisor, proposes compensation lvels for the administrative staff. These recommended salary packages are reviewed and approved by the board.”

Financial Statement Notes

Pt X, Line 2

“The Plan was established in 1952 and did not require formal application and determination by the Internal Revenue Service of its tax-exempt status under provisions of Section 501(c)(9) of the Internal Revenue Code. The initial and subsequent annual filings of information tax return Form 990 serve as the Plan's formal declaration of exempt status. The plan has been amended since its inception; however, the Plan administrator and Plan's tax counsel believe that the Plan is currently designed and being operated in compliance with the applicable requirements of the Internal Revenue Code. Therefore, no provision for income taxes has been included in the Fund's financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan administrator believes it is no longer subject to income tax examinations for years prior to 2018.”

Raw XML AppendixShowing 400 of 442 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0252316
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0196024
IRS990/AccountsReceivableGrp/BOYAmt0307758
IRS990/AccountsReceivableGrp/EOYAmt0209104
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE MAJOR MEDICAL, LIFE, PRESCRIPTION AND OTHER BENEFITS TO ELIGIBLE UNION MEMBERS AND THEIR FAMILIES.
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/ProgramServicesAmt00
IRS990/BenefitsToMembersGrp/TotalAmt02601309
IRS990/BooksInCareOfDetail/PersonNm0DENNIS M KASHI SR
IRS990/BooksInCareOfDetail/PhoneNum02163280436
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06051 CAREY DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0CLEVELAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd044125
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt048144
IRS990/CashNonInterestBearingGrp/EOYAmt0667457
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/FundraisingAmt00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt00
IRS990/ConferencesMeetingsGrp/TotalAmt049
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt02601309
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt015463
IRS990/CYOtherExpensesAmt0-157687
IRS990/CYOtherRevenueAmt06407
IRS990/CYProgramServiceRevenueAmt03035198
IRS990/CYRevenuesLessExpensesAmt0193201
IRS990/CYSalariesCompEmpBnftPaidAmt0420245
IRS990/CYTotalExpensesAmt02863867
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03057068
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt00
IRS990/DepreciationDepletionGrp/TotalAmt05160
IRS990/Desc0THE ORGANIZATION PROVIDES MEDICAL AND RELATED BENEFITS DESCRIBED IN ITS SUMMARY PLAN DESCRIPTION AND IN ACCORDANCE WITH COLLECTIVE BARGAINING AGREEMENTS NEGOTIATED WITH PARTICIPATING EMPLOYERS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt018769
IRS990/FeesForServicesLegalGrp/FundraisingAmt00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt01488
IRS990/FeesForServicesOtherGrp/FundraisingAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt023910
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0DENNIS KASHI SR
IRS990/Form990PartVIISectionAGrp/PersonNm1BROCK P WALLS
IRS990/Form990PartVIISectionAGrp/PersonNm2SAL ALIOTO
IRS990/Form990PartVIISectionAGrp/PersonNm3JEFFREY E NOCK
IRS990/Form990PartVIISectionAGrp/PersonNm4ROSARIO SARA
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN SARROUGH
IRS990/Form990PartVIISectionAGrp/PersonNm6FRED CROW JR
IRS990/Form990PartVIISectionAGrp/PersonNm7CARMEN SANTAMARIA
IRS990/Form990PartVIISectionAGrp/PersonNm8GARY BONCELLA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8149949
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01952
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt014654
IRS990/GrossReceiptsAmt03071722
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt00
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt00
IRS990/InformationTechnologyGrp/ProgramServicesAmt00
IRS990/InformationTechnologyGrp/TotalAmt039062
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt00
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt04168
IRS990/InvestmentIncomeGrp/ExclusionAmt015463
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt015463
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0501216
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0517394
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0292365
IRS990/LandBldgEquipBasisNetGrp/BOYAmt018197
IRS990/LandBldgEquipBasisNetGrp/EOYAmt013037
IRS990/LandBldgEquipCostOrOtherBssAmt0305402
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt014654
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE MAJOR MEDICAL, LIFE, PRESCRIPTION AND OTHER BENEFITS TO ELIGIBLE UNION MEMBERS AND THEIR FAMILIES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01076671
IRS990/NetAssetsOrFundBalancesEOYAmt01271396
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt00
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01524
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt00
IRS990/OccupancyGrp/TotalAmt085388
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt013397
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt047921
IRS990/OtherExpensesGrp/Desc0ALLOCATION TO PENSION FUND
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt0-349183
IRS990/OtherExpensesGrp/TotalAmt0-349183
IRS990/OtherRevenueMiscGrp/BusinessCd0525100
IRS990/OtherRevenueMiscGrp/BusinessCd1525100
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/ExclusionAmt10
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt06233
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1174
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt06233
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1174
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt10
IRS990/OtherRevenueTotalAmt06407
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt0290877
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt00
IRS990/PayrollTaxesGrp/TotalAmt021725
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt059722
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02146
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03494
IRS990/PrincipalOfficerNm0DENNIS KASHI
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02780572
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1254626
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt03471057
IRS990/PYInvestmentIncomeAmt040611
IRS990/PYOtherExpensesAmt0-115486
IRS990/PYOtherRevenueAmt02484
IRS990/PYProgramServiceRevenueAmt03201557
IRS990/PYRevenuesLessExpensesAmt0-529799
IRS990/PYSalariesCompEmpBnftPaidAmt0418880
IRS990/PYTotalExpensesAmt03774451
IRS990/PYTotalRevenueAmt03244652
IRS990/ReconcilationRevenueExpnssAmt0193201
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01076671
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01271396
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0451526
IRS990/SavingsAndTempCashInvstGrp/EOYAmt056934
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt013037
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0292365
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0305402
IRS990ScheduleD/ExpensesSubtotalAmt02863867
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01524
IRS990ScheduleD/RevenueNotReportedAmt01524
IRS990ScheduleD/RevenueSubtotalAmt03057068
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Plan was established in 1952 and did not require formal application and determination by the Internal Revenue Service of its tax-exempt status under provisions of Section 501(c)(9) of the Internal Revenue Code. The initial and subsequent annual filings of information tax return Form 990 serve as the Plan's formal declaration of exempt status. The plan has been amended since its inception; however, the Plan administrator and Plan's tax counsel believe that the Plan is currently designed and being operated in compliance with the applicable requirements of the Internal Revenue Code. Therefore, no provision for income taxes has been included in the Fund's financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan administrator believes it is no longer subject to income tax examinations for years prior to 2018.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt X, Line 2
IRS990ScheduleD/TotalBookValueLandBuildingsAmt013037
IRS990ScheduleD/TotalExpensesPerForm990Amt02863867
IRS990ScheduleD/TotalRevenuePerForm990Amt03057068
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03058592
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02863867
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WAS REVIEWED BY ALL TRUSTEES OF THE BOARD AT THE QUARTERLY MEETING AND WAS AUTHORIZED TO BE SIGNED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FUND DISCUSSES THE CONFLICT OF INTEREST POLICY ANNUALLY AND DISCLOSES ANY CONFLICTS AND SIGNS THE FORM ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST AT THE FUND OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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/ExplanationTxt4THE PLAN ADMINISTRATOR, WHO IS THE EMPLYEES' DIRECT SUPERVISOR, PROPOSES COMPENSATION LVELS FOR THE ADMINISTRATIVE STAFF. THESE RECOMMENDED SALARY PACKAGES ARE REVIEWED AND APPROVED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 15b
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0346665225
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0T
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct00.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0SHARED EXPENSES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0BUILDING MATERIAL DRIVERS LOCAL 436 PENSION FUND
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt06051 CAREY DRIVE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0CLEVELAND
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd044125
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0true
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0349183
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0BOARD MEETING MINUTES.
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0BUILDING MATERIAL DRIVERS LOCAL 436 PENSION FUND
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0Q
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01328987
IRS990/TotalAssetsEOYAmt01467420
IRS990/TotalAssetsGrp/BOYAmt01328987
IRS990/TotalAssetsGrp/EOYAmt01467420
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0-349183
IRS990/TotalFunctionalExpensesGrp/TotalAmt02863867
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0252316
IRS990/TotalLiabilitiesEOYAmt0196024
IRS990/TotalLiabilitiesGrp/BOYAmt0252316
IRS990/TotalLiabilitiesGrp/EOYAmt0196024
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01076671
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01271396
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt03035198
IRS990/TotalReportableCompFromOrgAmt0149949
IRS990/TotalRevenueGrp/ExclusionAmt015463
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03041605
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03057068
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01328987
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01467420
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt00
IRS990/TravelGrp/ProgramServicesAmt00
IRS990/TravelGrp/TotalAmt0105
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,467,420
Liabilities
$196,024
Net assets
$1,271,396
Revenue
$3,057,068
Expenses
$2,863,867
Net income
$193,201
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