Civic Intelligence

Teamsters Local 1164 Welfare Fund

EIN 34-6529411 • 501(c)9 • Cleveland, OH

View Organization Page

Profile

To provide sick, accident, life, short term disability, dental vision, ad&d and hospitalization benefits to eligible participants

3236 West 25th StreetCleveland, OH 44109

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

38th percentile

0.00x

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

501(c)9 • $5M-$10M nonprofits • Source year 2024

Net Margin

43rd percentile

0.4%

Higher net margin than 43% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

22nd percentile

-8.8%

Faster asset growth than 22% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2022 to 2024

Revenue Growth

70th percentile

14%

Faster revenue growth than 70% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$4,430,510

Down $454,131 (-9.3%) from 2023

Liabilities

Down

$7,520

Down $754,360 (-99%) from 2023

Net Assets

Up

$4,422,990

Up $300,229 (+7.3%) from 2023

Operations
Liabilities / Revenue38th percentileNet Margin43rd percentile

Revenue

Up

$6,028,656

Up $1,069,478 (+22%) from 2023

Expenses

Down

$6,006,895

Down $15,408 (-0.3%) from 2023

Net Income

Up

$21,761

Up $1,084,886 (+102%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2015: $3,789,587Liabilities 2015: $333,750Net Assets 2015: $3,455,8372015Assets 2016: $3,708,100Liabilities 2016: $310,386Net Assets 2016: $3,397,7142016Assets 2017: $3,954,126Liabilities 2017: $393,655Net Assets 2017: $3,560,4712017Assets 2018: $4,409,010Liabilities 2018: $441,357Net Assets 2018: $3,967,6532018Assets 2019: $4,797,272Liabilities 2019: $408,829Net Assets 2019: $4,388,4432019Assets 2020: $5,244,287Liabilities 2020: $343,773Net Assets 2020: $4,900,5142020Assets 2021: $5,667,354Liabilities 2021: $500,371Net Assets 2021: $5,166,9832021Assets 2022: $5,330,048Liabilities 2022: $362,537Net Assets 2022: $4,967,5112022Assets 2023: $4,884,641Liabilities 2023: $761,880Net Assets 2023: $4,122,7612023Assets 2024: $4,430,510Liabilities 2024: $7,520Net Assets 2024: $4,422,9902024

Highlighted filing

2024

Assets$4,430,510
Liabilities$7,520
Net Assets$4,422,990
Open 2024 Filing

Operations Trend

Revenue Growth70th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2015: $3,100,050Expenses 2015: $3,561,233Net Income 2015: -$461,1832015Revenue 2016: $3,384,718Expenses 2016: $3,422,924Net Income 2016: -$38,2062016Revenue 2017: $3,672,094Expenses 2017: $3,560,966Net Income 2017: $111,1282017Revenue 2018: $3,906,859Expenses 2018: $3,471,961Net Income 2018: $434,8982018Revenue 2019: $4,105,440Expenses 2019: $3,858,738Net Income 2019: $246,7022019Revenue 2020: $4,298,754Expenses 2020: $3,854,785Net Income 2020: $443,9692020Revenue 2021: $4,463,766Expenses 2021: $4,021,608Net Income 2021: $442,1582021Revenue 2022: $4,628,527Expenses 2022: $4,475,359Net Income 2022: $153,1682022Revenue 2023: $4,959,178Expenses 2023: $6,022,303Net Income 2023: -$1,063,1252023Revenue 2024: $6,028,656Expenses 2024: $6,006,895Net Income 2024: $21,7612024

Highlighted filing

2024

Revenue$6,028,656
Expenses$6,006,895
Net Income$21,761
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,430,510
Liabilities
$7,520
Net assets
$4,422,990
Revenue
$6,028,656
Expenses
$6,006,895
Net income
$21,761
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.43$0.01$4.42$6.03$6.01$0.02
2023Detailed filing. Detailed filing data is available for this year.$4.88$0.76$4.12$4.96$6.02$1.06
2022Detailed filing. Detailed filing data is available for this year.$5.33$0.36$4.97$4.63$4.48$0.15
2021Detailed filing. Detailed filing data is available for this year.$5.67$0.50$5.17$4.46$4.02$0.44
2020Detailed filing. Detailed filing data is available for this year.$5.24$0.34$4.90$4.30$3.85$0.44
2019Detailed filing. Detailed filing data is available for this year.$4.80$0.41$4.39$4.11$3.86$0.25
2018Detailed filing. Detailed filing data is available for this year.$4.41$0.44$3.97$3.91$3.47$0.43
2017Detailed filing. Detailed filing data is available for this year.$3.95$0.39$3.56$3.67$3.56$0.11
2016Detailed filing. Detailed filing data is available for this year.$3.71$0.31$3.40$3.38$3.42$0.04
2015Detailed filing. Detailed filing data is available for this year.$3.79$0.33$3.46$3.10$3.56$0.46
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$6,028,656
Mission and Program Overview

Mission

501(c)(9) veba trust that provides sick, accident, life, std, dental, vision, ad&d, and hospitalization benefits to employees of 6 contributing employers with approximately 291 active participants

To provide sick, accident, life, short term disability, dental vision, ad&d and hospitalization benefits to approximately 300 eligible participants of 6 contributing employers

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,281,888$4,236,891▼ $44,997
Savings and Temporary Cash Investments$418,085$111,296▼ $306,789
Accounts Receivable$179,824$76,777▼ $103,047
Land, Buildings, and Equipment, Net$4,844$5,546▲ $702
Total Assets$4,884,641$4,430,510▼ $454,131
Liabilities
Accounts Payable and Accrued Expenses$761,880$7,520▼ $754,360
Total Liabilities$761,880$7,520▼ $754,360
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,122,761$4,422,990▲ $300,229
Total Net Assets Fund Balance$4,122,761$4,422,990▲ $300,229
Total Liabilities and Net Assets / Fund Balance$4,884,641$4,430,510▼ $454,131

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,546$105,070$110,616
Buildings$0--
Other Land Buildings$0--
Land$0--
Leasehold Improvements$0--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024----$0
2023----$0
2022----$0
2021----$0
2020----$0
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
MICHAEL D'AMICOTrustee
Michael BolyardTrustee
Tracy ParoTrustee / Administrator

Highest Paid Contractors

ContractorServicesLocationCompensation
Medical Mutual Of OhioClaims Administration2060 E 9TH ST, Cleveland, OH 44115$183,893
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,883,028
Investment Income
$145,628
Other Revenue
$0
Change in Net Assets
$21,761

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,028,656
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$6,028,656
Total Revenue per Form 990
$6,028,656
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$183,893
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$5,823,002--$5,823,002
Other Expenses$183,893--$183,893
Total Functional Expenses$6,006,895$0$0$6,006,895

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,006,895
Total Expenses per Audited Statements$6,006,895
Total Expenses per Form 990$6,006,895
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Section B, Line 11B

“The form 990 is prepared by an independent cpa firm and provided to the signing trustee for review prior to submission.”

Part VI, Section C, Line 19

“The plan makes its governing documents and financial statements available to the general public upon request.”

Filing and Contact Details

Filer

Filer Name
Teamsters Local 1164 Welfare Fund
EIN
34-6529411
Phone
2163518040
Address
3236 WEST 25TH STREET, CLEVELAND, OH 44109

Signing Officer

Name
Michael Bolyard
Title
Trustee
Phone
2163518040
Signed
2025-11-17
Discuss with paid preparer
No

Organization Details

Formed
1957
Legal Domicile
Oh
Voting Board Members
3
Independent Board Members
3
Employees
2
Volunteers
0

Preparer

Firm
J Schaefer & Company LLC
Address
1360 W 9TH ST STE 420, CLEVELAND, OH 44113
Preparer
John Schaefer CPA
Phone
2162737661
Supplemental Narrative

Additional Explanations

Part IV, Line 11F

“The plan's management has analyzed the tax positions taken by the plan and has concluded that as of december 31, 2024, 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 plan is subject to routine audits by taxing jurisdictions, however there are currently no audits for any tax periods in progress.”

Financial Statement Notes

Part XII, Line 4B

“Current year change in claims payable”

Raw XML Appendix351 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/RevenueSubtotalAmt06028656
IRS990ScheduleD/Section170hRqrStsfdInd0false
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CURRENT YEAR CHANGE IN CLAIMS PAYABLE
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XII, LINE 4B
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05546
IRS990ScheduleD/TotalBookValueOtherAssetsAmt00
IRS990ScheduleD/TotalBookValueProgramRltdAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt06006895
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt06028656
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06028656
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06006895
IRS990ScheduleD/WrittenPolicyMonitoringInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN'S MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024, 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 PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS, HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM AND PROVIDED TO THE SIGNING TRUSTEE FOR REVIEW PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PLAN MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 11F
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, SECTION C, LINE 19
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IRS990/SubjectToProxyTaxInd0false
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IRS990/TotalAssetsGrp/BOYAmt04884641
IRS990/TotalAssetsGrp/EOYAmt04430510
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
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IRS990/TotalFunctionalExpensesGrp/TotalAmt06006895
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0761880
IRS990/TotalLiabilitiesEOYAmt07520
IRS990/TotalLiabilitiesGrp/BOYAmt0761880
IRS990/TotalLiabilitiesGrp/EOYAmt07520
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04122761
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04422990
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt05883028
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0145628
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05883028
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06028656
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04884641
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04430510
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt03236 WEST 25TH STREET
IRS990/USAddress/CityNm0CLEVELAND
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd044109
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WhistleblowerPolicyInd0false
IRS990/WrittenPolicyOrProcedureInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL BOLYARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02163518040
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TEAMSTERS LOCAL 1164 WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0TEAM
ReturnHeader/Filer/EIN0346529411
ReturnHeader/Filer/PhoneNum02163518040
ReturnHeader/Filer/USAddress/AddressLine1Txt03236 WEST 25TH STREET
ReturnHeader/Filer/USAddress/CityNm0CLEVELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044109
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823706925
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0J SCHAEFER & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01360 W 9TH ST STE 420
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044113
ReturnHeader/PreparerPersonGrp/PhoneNum02162737661
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN SCHAEFER CPA
ReturnHeader/ReturnTs02025-11-17T21:00:01-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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