Liabilities / Assets
94th percentile
Higher debt load relative to assets than 94% of similar nonprofits.
Treasurers & Ticket Sellers Union 756 Health & Welfare Fund
990EZ • Fiscal year 2014 • EIN 34-1234060
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.95x
Liabilities / Revenue
97th percentile
Higher debt load relative to revenue than 97% of similar nonprofits.
Net Margin
42nd percentile
Higher net margin than 42% of similar nonprofits.
Top Officer Pay
71st percentile
Higher top officer pay than 71% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
46th percentile
Faster asset growth than 46% of similar nonprofits.
Revenue Growth
62nd percentile
Faster revenue growth than 62% of similar nonprofits.
Balance Sheet
Assets
Down$131,574
Down $1,904 (-1.4%) from 2013
Net Assets
Down$6,905
Down $1,904 (-22%) from 2013
Liabilities
Flat$124,669
Flat from 2013
Revenue And Expenses
Revenue
Up$58,386
Up $1,453 (+2.6%) from 2013
Expenses
Down$59,018
Down $7,046 (-11%) from 2013
Net Income
Up-$632
Up $8,499 (+93%) from 2013
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jun 1, 2013 to May 31, 2014
- Signed
- Feb 2, 2015
- Return Version
- 2013v4.0
- Gross Receipts
- $58,386
Mission and Program Overview
Mission
To provide local 756 members with health and other benefits
Program Services
| Description | Grants | Expenses |
|---|---|---|
| PROVIDES LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENTINSURANCE, VISION CARE, AND SELF PAY CLAIMS | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| GLEN BARRY | Trustee | - | $0 | - | - |
| KAREN SZALAY | Trustee | - | $0 | - | - |
| SARA LEHRKE | Trustee | - | $0 | - | - |
Filing and Contact Details
Filer
- EIN
- 34-1234060
- Phone
- 2168616644
Signing Officer
- Name
- Glenn Barry
- Title
- Trustee
- Phone
- 2168616644
- Signed
- 2015-02-02
- Discuss with paid preparer
- Yes
Preparer
- Preparer
- James a Wise CPA
- Phone
- 4403562020
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 4 - Other Investment Income
“Description: investment income. Amount: 1854.”
Form 990-ez, Part I, Line 20 - Other Changes in Net Assets
“Description: unrealized loss on investments. Amount: -1272.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: employer receivables etc.. Beg. Of year amount: 10258. End of year amount: 19545.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: member account balances. Beg. Of year amount: 124669. End of year amount: 124669.”
Reasonable Cause Statement for Late Filing Penalty Relief
“Please accept this late filing due to a change in accounting firms and preparers and to a miscommunication between the firm and the volunteer trustees. We took over the fund with little cooperation from the prior accountant that led to the lated filings and indecision. We have no determined the proper filing requirements of the 501 c 9 and have properly filed all form 990's and 5500's. This is a very small organization that barely reached the filing threshold but be assured all future filings will be timely.”
Raw XML Appendix114 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BenefitsPaidToOrForMembersAmt | 0 | 47646 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1 | 0 | DONALD LOWE AND ASSOC |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 2168616644 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | 812 HURON RD 550 |
| IRS990EZ/BooksInCareOfDetail/USAddress/City | 0 | CLEVELAND |
| IRS990EZ/BooksInCareOfDetail/USAddress/State | 0 | OH |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 44115 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 123220 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 112029 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -632 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 11177 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 133478 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 131574 |
| IRS990EZ/GrossReceiptsAmt | 0 | 58386 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 1854 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 56532 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 8809 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 6905 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 8809 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 6905 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | GLEN BARRY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | KAREN SZALAY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | SARA LEHRKE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | TRUSTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TRUSTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TRUSTEE |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 10258 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 19545 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -1272 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO PROVIDE LOCAL 756 MEMBERS WITH HEALTH AND OTHER BENEFITS |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 195 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROVIDES LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENTINSURANCE, VISION CARE, AND SELF PAY CLAIMS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 124669 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 124669 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 59018 |
| IRS990EZ/TotalRevenueAmt | 0 | 58386 |
| IRS990EZ/TypeOfOrganizationTrustInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INVESTMENT INCOME. AMOUNT: 1854. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: UNREALIZED LOSS ON INVESTMENTS. AMOUNT: -1272. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: EMPLOYER RECEIVABLES ETC.. BEG. OF YEAR AMOUNT: 10258. END OF YEAR AMOUNT: 19545. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: MEMBER ACCOUNT BALANCES. BEG. OF YEAR AMOUNT: 124669. END OF YEAR AMOUNT: 124669. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | PLEASE ACCEPT THIS LATE FILING DUE TO A CHANGE IN ACCOUNTING FIRMS AND PREPARERS AND TO A MISCOMMUNICATION BETWEEN THE FIRM AND THE VOLUNTEER TRUSTEES. WE TOOK OVER THE FUND WITH LITTLE COOPERATION FROM THE PRIOR ACCOUNTANT THAT LED TO THE LATED FILINGS AND INDECISION. WE HAVE NO DETERMINED THE PROPER FILING REQUIREMENTS OF THE 501 C 9 AND HAVE PROPERLY FILED ALL FORM 990'S AND 5500'S. THIS IS A VERY SMALL ORGANIZATION THAT BARELY REACHED THE FILING THRESHOLD BUT BE ASSURED ALL FUTURE FILINGS WILL BE TIMELY. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | REASONABLE CAUSE STATEMENT FOR LATE FILING PENALTY RELIEF |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/BuildTS | 0 | 2016-02-25 16:41:14Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | GLENN BARRY |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2168616644 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2015-02-02 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | TREASURERS AND TICKET SELLLERS UNION |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2 | 0 | LOCAL 756 HEALTH AND WELFARE FUND |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | TREA |
| ReturnHeader/Filer/EIN | 0 | 341234060 |
| ReturnHeader/Filer/PhoneNum | 0 | 2168616644 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | 812 HURON RD NO 550 |
| ReturnHeader/Filer/USAddress/City | 0 | CLEVELAND |
| ReturnHeader/Filer/USAddress/State | 0 | OH |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 44115 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 341297961 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | KILBANE & WISE CPAS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | 21851 CENTER RIDGE RD 207 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | ROCKY RIVER |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | OH |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 44116 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4403562020 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2015-02-02 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JAMES A WISE CPA |
| ReturnHeader/ReturnTs | 0 | 2015-02-02T14:58:32-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-06-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2014-05-31 |
| ReturnHeader/TaxYr | 0 | 2013 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $131,574
- Liabilities
- $124,669
- Net assets
- $6,905
- Revenue
- $58,386
- Expenses
- $59,018
- Net income
- -$632