Civic Intelligence

Cleveland Bakers Local No 19 Charitable Educational and Recreational

990 • Fiscal year 2017 • EIN 34-1001027

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 22, 2018

9665 Rockside Road Suite No AValley View, OH 44125

(216) 771-5386

Siviq Scores

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

Liabilities / Assets

48th percentile

0.01x

Higher debt load relative to assets than 48% of similar nonprofits.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

38th percentile

0.01x

Higher debt load relative to revenue than 38% of similar nonprofits.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2017

Net Margin

46th percentile

4.5%

Higher net margin than 46% of similar nonprofits.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

17th percentile

$0

Higher top officer pay than 17% of similar nonprofits.

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

2017 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2017

Asset Growth

60th percentile

8.8%

Faster asset growth than 60% of similar nonprofits.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

24th percentile

-3.5%

Faster revenue growth than 24% of similar nonprofits.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$586,090

Up $47,442 (+8.8%) from 2016

Net Assets

Up

$578,542

Up $55,599 (+11%) from 2016

Liabilities

Down

$7,548

Down $8,157 (-52%) from 2016

Revenue

Down

$1,230,518

Down $44,232 (-3.5%) from 2016

Expenses

Down

$1,174,919

Down $36,059 (-3.0%) from 2016

Net Income

Down

$55,599

Down $8,173 (-13%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $321,648Liabilities 2010: $148,339Net Assets 2010: $173,3092010Assets 2011: $369,616Liabilities 2011: $95,616Net Assets 2011: $274,0002011Assets 2012: $315,268Liabilities 2012: $23,971Net Assets 2012: $291,2972012Assets 2013: $422,164Liabilities 2013: $21,550Net Assets 2013: $400,6142013Assets 2014: $469,525Liabilities 2014: $25,057Net Assets 2014: $444,4682014Assets 2015: $474,835Liabilities 2015: $15,664Net Assets 2015: $459,1712015Assets 2016: $538,648Liabilities 2016: $15,705Net Assets 2016: $522,9432016Assets 2017: $586,090Liabilities 2017: $7,548Net Assets 2017: $578,5422017Assets 2018: $580,271Liabilities 2018: $13,434Net Assets 2018: $566,8372018Assets 2020: $832,986Liabilities 2020: $6,164Net Assets 2020: $826,8222020Assets 2021: $885,416Liabilities 2021: $5,540Net Assets 2021: $879,8762021Assets 2022: $1,028,276Liabilities 2022: $59,801Net Assets 2022: $968,4752022Assets 2024: $1,220,690Liabilities 2024: $19,769Net Assets 2024: $1,200,9212024

Highlighted filing

2017

Assets$586,090
Liabilities$7,548
Net Assets$578,542

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $1,167,8062010Expenses 2011: $1,151,9582011Expenses 2012: $1,207,9462012Revenue 2013: $1,247,922Expenses 2013: $1,138,605Net Income 2013: $109,3172013Revenue 2014: $1,216,934Expenses 2014: $1,173,080Net Income 2014: $43,8542014Revenue 2015: $1,278,252Expenses 2015: $1,263,549Net Income 2015: $14,7032015Revenue 2016: $1,274,750Expenses 2016: $1,210,978Net Income 2016: $63,7722016Revenue 2017: $1,230,518Expenses 2017: $1,174,919Net Income 2017: $55,5992017Revenue 2018: $1,214,689Expenses 2018: $1,226,394Net Income 2018: -$11,7052018Revenue 2020: $1,039,913Expenses 2020: $932,833Net Income 2020: $107,0802020Revenue 2021: $912,211Expenses 2021: $859,157Net Income 2021: $53,0542021Revenue 2022: $1,046,485Expenses 2022: $957,886Net Income 2022: $88,5992022Revenue 2024: $1,059,056Expenses 2024: $917,639Net Income 2024: $141,4172024

Highlighted filing

2017

Revenue$1,230,518
Expenses$1,174,919
Net Income$55,599
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 22, 2018
Return Version
2017v2.3
Gross Receipts
$1,230,518
Mission and Program Overview

Mission

To provide social activities, scholarships, charitable and recreational benefits to participants and their dependents.

Holiday parties, baseball, golf leagues & bowling teams, blood bank, scholarships and other.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$376,519$442,023▲ $65,504
Accounts Receivable$116,341$115,207▼ $1,134
Prepaid Expenses and Deferred Charges$26,158$15,927▼ $10,231
Land, Buildings, and Equipment, Net$19,630$12,933▼ $6,697
Total Assets$538,648$586,090▲ $47,442
Liabilities
Accounts Payable and Accrued Expenses$15,705$7,548▼ $8,157
Total Liabilities$15,705$7,548▼ $8,157
Net Assets / Fund Balance
Unrestricted Net Assets$522,943$578,542▲ $55,599
Total Net Assets Fund Balance$522,943$578,542▲ $55,599
Total Liabilities and Net Assets / Fund Balance$538,648$586,090▲ $47,442

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$12,933$67,941$80,874
Leasehold Improvements$0$53,526$53,526
Other Land Buildings$0$16,369$16,369
Compensation and Service Providers

Board Members and Trustees

NameTitle
Edward ThomasChairman
Jim FranklinAlternate Trustee
Tony SleeAlternate Trustee
Doug StahlTrustee
Mike GalassiTrustee
Paul LabudaTrustee
Ray HuberTrustee
Mark SponsellerSecretary
Paul SchwebelSecretary (until March 2017)
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,229,291
Investment Income
$1,227
Other Revenue
$0
Change in Net Assets
$55,599

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,230,518
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,230,518
Total Revenue per Form 990
$1,230,518
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$139,574
Other Expenses$124,665
Grants and Similar Amounts Paid$95,374
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$815,306
Other Salaries and Wages---$96,545
Grants to Domestic Orgs---$77,294
Occupancy---$28,183
Fees for Services Accounting---$28,180
Fees for Services Legal---$19,818
Pension Plan Contributions---$18,206
Grants to Domestic Individuals---$18,080
Travel---$16,011
Other Employee Benefits---$14,938
Office Expenses---$13,193
Payroll Taxes---$9,885
Insurance---$7,645
Depreciation Depletion---$6,697
Other Expenses---$4,938
Total Functional Expenses$0$0$0$1,174,919

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,174,919
Total Expenses per Audited Statements$1,174,919
Total Expenses per Form 990$1,174,919
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The form 990 is circulated to all trustees to review prior to filing with the irs.

Form 990, Part VI, Section B, Line 12C

Trustees are covered under the policy. A list of all financial transactions are reviewed and approved on a quarterly basis by the board of trustees.

Form 990, Part VI, Section C, Line 19

Documents are available to the public upon written request according to the period of disclosure provided by irc section 6104(d).

Form 990, Part VI, Section A, Line 1

The alternate trustees listed on form 990, part vii, section a, line 1a may vote if they are needed to reach a quorum; in that case, an alternate trustee votes on behalf of a missing trustee.

Form 990, Part VII, Line 1A, Column B

Time devoted to position is as needed. Hours provided are averages estimated for each trustee.

Filing and Contact Details

Filer

Filer Name
Cleveland Bakers Local No 19
EIN
34-1001027
Phone
2167715386
Address
9665 ROCKSIDE ROAD SUITE NO A, VALLEY VIEW, OH 44125

Signing Officer

Name
Edward Thomas
Title
Chairman
Phone
2167715386
Signed
2018-10-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Edward Thomas
Formed
1966
Legal Domicile
Oh
Voting Board Members
8
Independent Board Members
8
Employees
51
Volunteers
9

Preparer

Firm
Rsm US Llp
Address
1001 LAKESIDE AVE SUITE 200, CLEVELAND, OH 44114-1152
Preparer
Karen O Crim
Phone
2165231900
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

Accounting principles generally accepted in the united states of america require fund management to evaluate tax positions taken by the fund and recognize a tax liability (or asset) if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the u.s. Federal tax authorities. The fund administrator has analyzed the tax positions taken by the fund and has concluded that there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.

Raw XML Appendix345 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL TAX AUTHORITIES. THE FUND ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND AND HAS CONCLUDED THAT THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt018080
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0HIGHER EDUCATION SCHOLARSHIP AWARDS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt018
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FUND SUPPORTS SANCTIONED 501(C)(3) ORGANIZATIONS BASED ON APPLICATION REQUESTS BY FUND PARTICIPANTS. DURING THE YEAR, NO RECIPIENT RECEIVED MORE THAN $5,000. ALL EXPENDITURES ARE APPROVED BY THE BOARD OF TRUSTEES. IN ADDITION, THE ORGANIZATION VERIFIES STUDENTS' ENROLLMENT STATUS ANNUALLY PRIOR TO PAYING THE SCHOLARSHIP DIRECTLY TO THE EDUCATIONAL INSTITUTION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS CIRCULATED TO ALL TRUSTEES TO REVIEW PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUSTEES ARE COVERED UNDER THE POLICY. A LIST OF ALL FINANCIAL TRANSACTIONS ARE REVIEWED AND APPROVED ON A QUARTERLY BASIS BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST ACCORDING TO THE PERIOD OF DISCLOSURE PROVIDED BY IRC SECTION 6104(D).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ALTERNATE TRUSTEES LISTED ON FORM 990, PART VII, SECTION A, LINE 1A MAY VOTE IF THEY ARE NEEDED TO REACH A QUORUM; IN THAT CASE, AN ALTERNATE TRUSTEE VOTES ON BEHALF OF A MISSING TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TIME DEVOTED TO POSITION IS AS NEEDED. HOURS PROVIDED ARE AVERAGES ESTIMATED FOR EACH TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII, LINE 1A, COLUMN B
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0538648
IRS990/TotalAssetsEOYAmt0586090
IRS990/TotalAssetsGrp/BOYAmt0538648
IRS990/TotalAssetsGrp/EOYAmt0586090
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt051
IRS990/TotalFunctionalExpensesGrp/TotalAmt01174919
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt015705
IRS990/TotalLiabilitiesEOYAmt07548
IRS990/TotalLiabilitiesGrp/BOYAmt015705
IRS990/TotalLiabilitiesGrp/EOYAmt07548
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0522943
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0578542
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt01229291
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01227
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01229291
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01230518
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0538648
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0586090
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt016011
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0522943
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0578542
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt09665 ROCKSIDE ROAD SUITE NO A
IRS990/USAddress/CityNm0VALLEY VIEW
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd044125
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWARD THOMAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02167715386
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLEVELAND BAKERS LOCAL NO 19
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE EDUCATIONAL AND RECREATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0CLEV
ReturnHeader/Filer/EIN0341001027
ReturnHeader/Filer/PhoneNum02167715386
ReturnHeader/Filer/USAddress/AddressLine1Txt09665 ROCKSIDE ROAD SUITE NO A
ReturnHeader/Filer/USAddress/CityNm0VALLEY VIEW
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044125
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0427CB1DADF79ACA5E606B9DCEDE89A8A32B67430
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0427CB1DADF79ACA5E606B9DCEDE89A8A32B67430
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.171.131.186
ReturnHeader/FilingSecurityInformation/IPDt02018-10-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:08:19
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01001 LAKESIDE AVE SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0441141152
ReturnHeader/PreparerPersonGrp/PhoneNum02165231900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN O CRIM
ReturnHeader/ReturnTs02018-10-22T13:45:54-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.02$1.20$1.06$0.92$0.14
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.06$0.97$1.05$0.96$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.01$0.88$0.91$0.86$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.01$0.83$1.04$0.93$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.01$0.57$1.21$1.23$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.59$0.01$0.58$1.23$1.17$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.54$0.02$0.52$1.27$1.21$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.47$0.02$0.46$1.28$1.26$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.47$0.03$0.44$1.22$1.17$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.42$0.02$0.40$1.25$1.14$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.02$0.29$1.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.10$0.27$1.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.15$0.17$1.17
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)5 • $1M-$5M nonprofits