Liabilities / Assets
78th percentile
Higher debt load relative to assets than 78% of similar nonprofits.
990 • Fiscal year 2022 • EIN 34-0821253
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
78th percentile
Higher debt load relative to assets than 78% of similar nonprofits.
Liabilities / Revenue
71st percentile
Higher debt load relative to revenue than 71% of similar nonprofits.
Net Margin
60th percentile
Higher net margin than 60% of similar nonprofits.
Top Officer Pay
54th percentile
Higher top officer pay than 54% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
79th percentile
Faster asset growth than 79% of similar nonprofits.
Revenue Growth
40th percentile
Faster revenue growth than 40% of similar nonprofits.
Assets
Up$1,640,793
Up $173,373 (+12%) from 2021
Net Assets
Up$1,390,541
Up $119,145 (+9.4%) from 2021
Liabilities
Up$250,252
Up $54,228 (+28%) from 2021
Revenue
Down$2,911,483
Down $145,585 (-4.8%) from 2021
Expenses
Down$2,705,110
Down $158,757 (-5.5%) from 2021
Net Income
Up$206,373
Up $13,172 (+6.8%) from 2021
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 | $1,271,396 | $1,390,541 | ▲ $119,145 |
| Cash and Non-Interest-Bearing Accounts | $667,457 | $854,077 | ▲ $186,620 |
| Investments in Publicly Traded Securities | $517,394 | $452,758 | ▼ $64,636 |
| Accounts Receivable | $209,104 | $265,261 | ▲ $56,157 |
| Savings and Temporary Cash Investments | $56,934 | $55,060 | ▼ $1,874 |
| Land, Buildings, and Equipment, Net | $13,037 | $7,961 | ▼ $5,076 |
| Prepaid Expenses and Deferred Charges | $3,494 | $5,676 | ▲ $2,182 |
| Total Assets | $1,467,420 | $1,640,793 | ▲ $173,373 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $196,024 | $250,252 | ▲ $54,228 |
| Total Liabilities | $196,024 | $250,252 | ▲ $54,228 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $1,271,396 | $1,390,541 | ▲ $119,145 |
| Total Liabilities and Net Assets / Fund Balance | $1,467,420 | $1,640,793 | ▲ $173,373 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Equipment | $7,961 | $17,975 | $25,936 |
| Land | $0 | - | - |
| Name | Title |
|---|---|
| Brock P Walls | Trustee |
| Carmen Santamaria | Trustee |
| Dennis Kashi Sr | Trustee |
| Fred Crow Jr | Trustee |
| Jeffrey E Nock | Trustee |
| John Sarrough | Trustee |
| Rosario Sara | Trustee |
| Sal Alioto | Trustee |
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $318,754 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Other Expenses | $-79,061 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | $0 | - | - | $2,465,417 |
| Other Salaries and Wages | $0 | $0 | $0 | $209,539 |
| Occupancy | $0 | $0 | $0 | $90,693 |
| Pension Plan Contributions | $0 | $0 | $0 | $55,803 |
| Other Employee Benefits | $0 | $0 | $0 | $36,731 |
| Fees for Services Other | $0 | $0 | $0 | $25,071 |
| Office Expenses | $0 | $0 | $0 | $20,373 |
| Fees for Services Accounting | $0 | $0 | $0 | $19,623 |
| Payroll Taxes | $0 | $0 | $0 | $16,681 |
| Information Technology | $0 | $0 | $0 | $16,401 |
| Fees for Services Management | $0 | $0 | $0 | $15,300 |
| Fees for Services Legal | $0 | $0 | $0 | $8,295 |
| Insurance | $0 | $0 | $0 | $7,261 |
| Depreciation Depletion | $0 | $0 | $0 | $5,077 |
| Travel | $0 | $0 | $0 | $825 |
| Conferences and Meetings | $0 | $0 | $0 | $237 |
| Other Expenses | $-288,217 | $0 | $0 | $-288,217 |
| Total Functional Expenses | $-288,217 | $0 | $0 | $2,705,110 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $2,705,110 |
| Total Expenses per Audited Statements | $2,705,110 |
| Total Expenses per Form 990 | $2,705,110 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“The form 990 was reviewed by all trustees of the board at the quarterly meeting and was authorized to be signed.”
“The fund discusses the conflict of interest policy annually and discloses any conflicts and signs the form annually.”
“All governing documents, the conflict of interest policy, and the financial statements are all available upon request at the fund office.”
“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 emplyees' direct supervisor, proposes compensation levels for the administrative staff. These recommended salary packages are reviewed and approved by the board.”
“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 2019.”
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 | 196024 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 250252 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 209104 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 265261 |
| 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/BenefitsToMembersGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 2465417 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | DENNIS M KASHI SR |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 2163280436 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 6051 CAREY DRIVE |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | CLEVELAND |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OH |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 44125 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | false |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 667457 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 854077 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | true |
| IRS990/CompensationProcessOtherInd | 0 | true |
| IRS990/ConferencesMeetingsGrp/FundraisingAmt | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 237 |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 2465417 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 23776 |
| IRS990/CYOtherExpensesAmt | 0 | -79061 |
| IRS990/CYOtherRevenueAmt | 0 | 581 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 2887126 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 206373 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 318754 |
| IRS990/CYTotalExpensesAmt | 0 | 2705110 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 2911483 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/FundraisingAmt | 0 | 0 |
| IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/DepreciationDepletionGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 5077 |
| IRS990/Desc | 0 | THE ORGANIZATION PROVIDES 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/DonorRstrOrQuasiEndowmentsInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 3 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/FundraisingAmt | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 19623 |
| IRS990/FeesForServicesLegalGrp/FundraisingAmt | 0 | 0 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/FeesForServicesLegalGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 8295 |
| IRS990/FeesForServicesManagementGrp/FundraisingAmt | 0 | 0 |
| IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/FeesForServicesManagementGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 15300 |
| IRS990/FeesForServicesOtherGrp/FundraisingAmt | 0 | 0 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 25071 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| 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/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/PersonNm | 0 | DENNIS KASHI SR |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | BROCK P WALLS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | SAL ALIOTO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | JEFFREY E NOCK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | ROSARIO SARA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | JOHN SARROUGH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | FRED CROW JR |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | CARMEN SANTAMARIA |
| 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/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/TitleTxt | 0 | TRUSTEE |
| 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/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 | 2911483 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | true |
| IRS990/IndependentVotingMemberCnt | 0 | 8 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/FundraisingAmt | 0 | 0 |
| IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/InformationTechnologyGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 16401 |
| IRS990/InsuranceGrp/FundraisingAmt | 0 | 0 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 7261 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 23776 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 23776 |
| IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 517394 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 452758 |
| IRS990/IRPDocumentCnt | 0 | 6 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 17975 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 13037 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 7961 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 25936 |
| 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 | 1271396 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 1390541 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -87228 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/FundraisingAmt | 0 | 0 |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 90693 |
| IRS990/OfficeExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 20373 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 36731 |
| IRS990/OtherExpensesGrp/Desc | 0 | ALLOCATION TO PENSION FUND |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | -288217 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | -288217 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 525100 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | OTHER INCOME |
| IRS990/OtherRevenueMiscGrp/ExclusionAmt | 0 | 0 |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 581 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 581 |
| IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/OtherRevenueTotalAmt | 0 | 581 |
| IRS990/OtherSalariesAndWagesGrp/FundraisingAmt | 0 | 0 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 209539 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayrollTaxesGrp/FundraisingAmt | 0 | 0 |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 16681 |
| IRS990/PensionPlanContributionsGrp/FundraisingAmt | 0 | 0 |
| IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/PensionPlanContributionsGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 55803 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 3494 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 5676 |
| IRS990/PrincipalOfficerNm | 0 | DENNIS KASHI |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 525100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 525100 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | PARTICIPANT CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/ExclusionAmt | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/ExclusionAmt | 1 | 0 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 2659740 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 227386 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 1 | 0 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 2601309 |
| IRS990/PYInvestmentIncomeAmt | 0 | 15463 |
| IRS990/PYOtherExpensesAmt | 0 | -157687 |
| IRS990/PYOtherRevenueAmt | 0 | 6407 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 3035198 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 193201 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 420245 |
| IRS990/PYTotalExpensesAmt | 0 | 2863867 |
| IRS990/PYTotalRevenueAmt | 0 | 3057068 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 206373 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | true |
| 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 | 1271396 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 1390541 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 56934 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 55060 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/EquipmentGrp/BookValueAmt | 0 | 7961 |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 17975 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 25936 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 2705110 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/LandGrp/BookValueAmt | 0 | 0 |
| IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt | 0 | 0 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | -87228 |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | -87228 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 2911483 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | 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 2019. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Pt X, Line 2 |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 7961 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 2705110 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 2911483 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 2824255 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 2705110 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE FORM 990 WAS REVIEWED BY ALL TRUSTEES OF THE BOARD AT THE QUARTERLY MEETING AND WAS AUTHORIZED TO BE SIGNED. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE FUND DISCUSSES THE CONFLICT OF INTEREST POLICY ANNUALLY AND DISCLOSES ANY CONFLICTS AND SIGNS THE FORM ANNUALLY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ALL GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST AT THE FUND OFFICE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | 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 | 4 | THE PLAN ADMINISTRATOR, WHO IS THE EMPLYEES' DIRECT SUPERVISOR, PROPOSES COMPENSATION LEVELS FOR THE ADMINISTRATIVE STAFF. THESE RECOMMENDED SALARY PACKAGES ARE REVIEWED AND APPROVED BY THE BOARD. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Pt VI, Line 11b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Pt VI, Line 12c |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Pt VI, Line 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Pt VI, Line 15a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Pt VI, Line 15b |
| IRS990ScheduleR/AssetExchangeInd | 0 | false |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | false |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | false |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | false |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | false |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | false |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 0 | 346665225 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt | 0 | T |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd | 0 | OH |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct | 0 | 0.00000 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 0 | SHARED EXPENSES |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 0 | BUILDING MATERIAL DRIVERS LOCAL 436 PENSION FUND |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt | 0 | 6051 CAREY DRIVE |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm | 0 | CLEVELAND |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd | 0 | OH |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd | 0 | 44125 |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | false |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | false |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | true |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | false |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | false |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | false |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | true |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | false |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | false |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | false |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | true |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt | 0 | 288217 |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt | 0 | BOARD MEETING MINUTES. |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt | 0 | BUILDING MATERIAL DRIVERS LOCAL 436 PENSION FUND |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt | 0 | Q |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | false |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | false |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 1467420 |
| IRS990/TotalAssetsEOYAmt | 0 | 1640793 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 1467420 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 1640793 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalEmployeeCnt | 0 | 3 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | -288217 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 2705110 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 196024 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 250252 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 196024 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 250252 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 1271396 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 1390541 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 2887126 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 23776 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 2887707 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 2911483 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 1467420 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 1640793 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TravelGrp/FundraisingAmt | 0 | 0 |
| IRS990/TravelGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/TravelGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/TravelGrp/TotalAmt | 0 | 825 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 6051 CAREY DRIVE |
| IRS990/USAddress/CityNm | 0 | CLEVELAND |
| IRS990/USAddress/StateAbbreviationCd | 0 | OH |
| IRS990/USAddress/ZIPCd | 0 | 441254259 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 8 |
| IRS990/VotingMembersIndependentCnt | 0 | 8 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | true |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd | 0 | FAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 3 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | DENNIS KASHI |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | CHAIRMAN |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2163280436 |
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Displayed year
2022 • Form 990Detailed filing. Detailed filing data is available for this year.