Civic Intelligence

Excavating & Building Matl Drivers Union Local 436 Welfare Fund

990 • Fiscal year 2022 • EIN 34-0821253

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 05, 2023

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

78th percentile

0.15x

Higher debt load relative to assets than 78% of similar nonprofits.

2022 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

71st percentile

0.09x

Higher debt load relative to revenue than 71% of similar nonprofits.

2022 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2022

Net Margin

60th percentile

7.1%

Higher net margin than 60% of similar nonprofits.

2022 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2022

Asset Growth

79th percentile

12%

Faster asset growth than 79% of similar nonprofits.

2022 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

40th percentile

-4.8%

Faster revenue growth than 40% of similar nonprofits.

2022 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2021 to 2022

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

Historical Trend

Balance Sheet Trend

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

2022

Assets$1,640,793
Liabilities$250,252
Net Assets$1,390,541

Operations Trend

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

2022

Revenue$2,911,483
Expenses$2,705,110
Net Income$206,373
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 5, 2023
Return Version
2022v5.0
Gross Receipts
$2,911,483
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$1,271,396$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 Categories

AssetBook ValueDepreciationBasis
Equipment$7,961$17,975$25,936
Land$0--
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,887,126
Investment Income
$23,776
Other Revenue
$581
Change in Net Assets
$206,373

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,911,483
Revenue Not Reported on Form 990
$-87,228
Total Revenue per Audited Statements
$2,824,255
Total Revenue per Form 990
$2,911,483
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
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

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
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

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,705,110
Total Expenses per Audited Statements$2,705,110
Total Expenses per Form 990$2,705,110
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
2023-10-05
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 levels 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 2019.

Raw XML AppendixShowing 400 of 426 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/BOYAmt0196024
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0250252
IRS990/AccountsReceivableGrp/BOYAmt0209104
IRS990/AccountsReceivableGrp/EOYAmt0265261
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/TotalAmt02465417
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/BOYAmt0667457
IRS990/CashNonInterestBearingGrp/EOYAmt0854077
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/FundraisingAmt00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt00
IRS990/ConferencesMeetingsGrp/TotalAmt0237
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt02465417
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt023776
IRS990/CYOtherExpensesAmt0-79061
IRS990/CYOtherRevenueAmt0581
IRS990/CYProgramServiceRevenueAmt02887126
IRS990/CYRevenuesLessExpensesAmt0206373
IRS990/CYSalariesCompEmpBnftPaidAmt0318754
IRS990/CYTotalExpensesAmt02705110
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02911483
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt00
IRS990/DepreciationDepletionGrp/TotalAmt05077
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/TotalAmt019623
IRS990/FeesForServicesLegalGrp/FundraisingAmt00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt08295
IRS990/FeesForServicesManagementGrp/FundraisingAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt015300
IRS990/FeesForServicesOtherGrp/FundraisingAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt025071
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/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
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/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/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
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/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01952
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt02911483
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt08
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt00
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt00
IRS990/InformationTechnologyGrp/ProgramServicesAmt00
IRS990/InformationTechnologyGrp/TotalAmt016401
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt00
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt07261
IRS990/InvestmentIncomeGrp/ExclusionAmt023776
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt023776
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0517394
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0452758
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt017975
IRS990/LandBldgEquipBasisNetGrp/BOYAmt013037
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07961
IRS990/LandBldgEquipCostOrOtherBssAmt025936
IRS990/LegalDomicileStateCd0OH
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/NetAssetsOrFundBalancesBOYAmt01271396
IRS990/NetAssetsOrFundBalancesEOYAmt01390541
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-87228
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt00
IRS990/OccupancyGrp/TotalAmt090693
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt020373
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt036731
IRS990/OtherExpensesGrp/Desc0ALLOCATION TO PENSION FUND
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt0-288217
IRS990/OtherExpensesGrp/TotalAmt0-288217
IRS990/OtherRevenueMiscGrp/BusinessCd0525100
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0581
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0581
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt0581
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt0209539
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt00
IRS990/PayrollTaxesGrp/TotalAmt016681
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt055803
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03494
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05676
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/TotalRevenueColumnAmt02659740
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1227386
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt02601309
IRS990/PYInvestmentIncomeAmt015463
IRS990/PYOtherExpensesAmt0-157687
IRS990/PYOtherRevenueAmt06407
IRS990/PYProgramServiceRevenueAmt03035198
IRS990/PYRevenuesLessExpensesAmt0193201
IRS990/PYSalariesCompEmpBnftPaidAmt0420245
IRS990/PYTotalExpensesAmt02863867
IRS990/PYTotalRevenueAmt03057068
IRS990/ReconcilationRevenueExpnssAmt0206373
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01271396
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01390541
IRS990/SavingsAndTempCashInvstGrp/BOYAmt056934
IRS990/SavingsAndTempCashInvstGrp/EOYAmt055060
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt07961
IRS990ScheduleD/EquipmentGrp/DepreciationAmt017975
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt025936
IRS990ScheduleD/ExpensesSubtotalAmt02705110
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-87228
IRS990ScheduleD/RevenueNotReportedAmt0-87228
IRS990ScheduleD/RevenueSubtotalAmt02911483
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 2019.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt X, Line 2
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07961
IRS990ScheduleD/TotalExpensesPerForm990Amt02705110
IRS990ScheduleD/TotalRevenuePerForm990Amt02911483
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02824255
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02705110
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 LEVELS 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/InvolvedAmt0288217
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/TotalAssetsBOYAmt01467420
IRS990/TotalAssetsEOYAmt01640793
IRS990/TotalAssetsGrp/BOYAmt01467420
IRS990/TotalAssetsGrp/EOYAmt01640793
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0-288217
IRS990/TotalFunctionalExpensesGrp/TotalAmt02705110
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0196024
IRS990/TotalLiabilitiesEOYAmt0250252
IRS990/TotalLiabilitiesGrp/BOYAmt0196024
IRS990/TotalLiabilitiesGrp/EOYAmt0250252
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01271396
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01390541
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt02887126
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt023776
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02887707
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02911483
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01467420
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01640793
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt00
IRS990/TravelGrp/ProgramServicesAmt00
IRS990/TravelGrp/TotalAmt0825
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06051 CAREY DRIVE
IRS990/USAddress/CityNm0CLEVELAND
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd0441254259
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DENNIS KASHI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02163280436

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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