Civic Intelligence

Teamsters Local 1164 Welfare Fund

990 • Fiscal year 2019 • EIN 34-6529411

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 11, 2020

Organization ProfileN/A

View Organization Page

3236 West 25th StreetCleveland, OH 44109

(216) 351-8040

Siviq Scores

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

Liabilities / Assets

64th percentile

0.09x

Higher debt load relative to assets than 64% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

69th percentile

0.10x

Higher debt load relative to revenue than 69% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Net Margin

57th percentile

6.0%

Higher net margin than 57% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

71st percentile

$73,780

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Asset Growth

54th percentile

8.8%

Faster asset growth than 54% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

54th percentile

5.1%

Faster revenue growth than 54% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$4,797,272

Up $388,262 (+8.8%) from 2018

Net Assets

Up

$4,388,443

Up $420,790 (+11%) from 2018

Liabilities

Down

$408,829

Down $32,528 (-7.4%) from 2018

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin57th percentile

Revenue

Up

$4,105,440

Up $198,581 (+5.1%) from 2018

Expenses

Up

$3,858,738

Up $386,777 (+11%) from 2018

Net Income

Down

$246,702

Down $188,196 (-43%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$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

2019

Assets$4,797,272
Liabilities$408,829
Net Assets$4,388,443
Open 2019 Filing

Operations Trend

Revenue Growth54th percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$4,105,440
Expenses$3,858,738
Net Income$246,702
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 11, 2020
Return Version
2019v5.1
Gross Receipts
$8,926,040
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 employees of 6 contributing employers with approximately 300 active participants

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,867,964$4,170,822▲ $302,858
Savings and Temporary Cash Investments$431,460$509,119▲ $77,659
Accounts Receivable$102,382$111,800▲ $9,418
Land, Buildings, and Equipment, Net$7,204$5,531▼ $1,673
Total Assets$4,409,010$4,797,272▲ $388,262
Liabilities
Accounts Payable and Accrued Expenses$441,357$408,829▼ $32,528
Total Liabilities$441,357$408,829▼ $32,528
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,967,653$4,388,443▲ $420,790
Total Liabilities and Net Assets / Fund Balance$4,409,010$4,797,272▲ $388,262

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,988$106,628$110,616
Leasehold Improvements$1,543$4,913$6,456
Buildings$0--
Other Land Buildings$0--
Land$0--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019----$0
2018----$0
2017----$0
2016----$0
2015----$0
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeOtherTotal
Judy TownsendTrusteePT$73,780$73,780

Board Members and Trustees

NameTitle
MICHAEL D'AMICOTrustee
Roberto ParoTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,982,331
Investment Income
$123,109
Other Revenue
$0
Change in Net Assets
$246,702

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,093,981
Revenue Not Reported on Financial Statements
$11,459
Revenue Not Reported on Form 990
$174,088
Total Revenue per Audited Statements
$4,268,069
Total Revenue per Form 990
$4,105,440
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$210,635
Salaries, Compensation, and Employee Benefits$58,557
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$3,589,546
Other Salaries and Wages---$46,280
Fees for Services Accounting---$26,426
Occupancy---$15,108
Fees for Service Investment Mgmnt Fees---$11,459
Other Employee Benefits---$9,090
Insurance---$3,956
Office Expenses---$3,286
Payroll Taxes---$3,187
Fees for Services Other---$3,100
Depreciation Depletion---$1,673
Other Expenses---$1,617
Information Technology---$525
Fees for Services Legal---$95
Conferences and Meetings---$35
Total Functional Expenses$0$0$0$3,858,738

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,878,279
Total Expenses per Audited Statements$3,878,279
Total Expenses per Form 990$3,858,738
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-19,541
Other Expense Adjustments$-31,000
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
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

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

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

Form 990, Part VI, Section C, Line 19

“The fund 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
Roberto Paro
Title
Trustee
Signed
2020-11-11

Organization Details

Formed
1957
Legal Domicile
Oh
Voting Board Members
3
Independent Board Members
3
Employees
1
Volunteers
0

Preparer

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

Additional Explanations

Form 990, 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, 2019, 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

“Difference in claims payable”

Raw XML AppendixShowing 400 of 416 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/BOYAmt0441357
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0408829
IRS990/AccountsReceivableGrp/BOYAmt0102382
IRS990/AccountsReceivableGrp/EOYAmt0111800
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE SICK, ACCIDENT, LIFE, SHORT TERM DISABILITY, DENTAL, VISION, AD&D AND HOSPITALIZATION BENEFITS TO EMPLOYEES OF 6 CONTRIBUTING EMPLOYERS WITH APPROXIMATELY 300 ACTIVE PARTICIPANTS
IRS990/AllOtherExpensesGrp/FundraisingAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/AllOtherExpensesGrp/ProgramServicesAmt00
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt03589546
IRS990/BooksInCareOfDetail/PersonNm0ROBERTO PARO
IRS990/BooksInCareOfDetail/PhoneNum02163518040
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03236 WEST 25TH STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0CLEVELAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd044109
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt035
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt03589546
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0123109
IRS990/CYOtherExpensesAmt0210635
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt03982331
IRS990/CYRevenuesLessExpensesAmt0246702
IRS990/CYSalariesCompEmpBnftPaidAmt058557
IRS990/CYTotalExpensesAmt03858738
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04105440
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt01673
IRS990/Desc0TO PROVIDE SICK, ACCIDENT, LIFE, SHORT TERM DISABILITY, DENTAL, VISION, AD&D AND HOSPITALIZATION BENEFITS TO EMPLOYEES OF 6 CONTRIBUTING EMPLOYERS WITH APPROXIMATELY 300 ACTIVE PARTICIPANTS
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt026426
IRS990/FeesForServicesLegalGrp/TotalAmt095
IRS990/FeesForServicesOtherGrp/TotalAmt03100
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt011459
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt035
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0ROBERTO PARO
IRS990/Form990PartVIISectionAGrp/PersonNm1JUDY TOWNSEND
IRS990/Form990PartVIISectionAGrp/PersonNm2MICHAEL D'AMICO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt173780
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01957
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0118
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04820718
IRS990/GrossReceiptsAmt08926040
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0525
IRS990/InsuranceGrp/TotalAmt03956
IRS990/InvestmentIncomeGrp/ExclusionAmt0122991
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0122991
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03867964
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04170822
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0111541
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07204
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05531
IRS990/LandBldgEquipCostOrOtherBssAmt0117072
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04820600
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE SICK, ACCIDENT, LIFE, SHORT TERM DISABILITY, DENTAL, VISION, AD&D AND HOSPITALIZATION BENEFITS TO EMPLOYEES OF 6 CONTRIBUTING EMPLOYERS WITH APPROXIMATELY 300 ACTIVE PARTICIPANTS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03967653
IRS990/NetAssetsOrFundBalancesEOYAmt04388443
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0118
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0118
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0174088
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt015108
IRS990/OfficeExpensesGrp/TotalAmt03286
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OtherEmployeeBenefitsGrp/TotalAmt09090
IRS990/OtherExpensesGrp/Desc0ADMIN - MEDICAL MUTUAL
IRS990/OtherExpensesGrp/Desc1PLAN ADMINISTRATION
IRS990/OtherExpensesGrp/Desc2PPACA FEES
IRS990/OtherExpensesGrp/TotalAmt0120134
IRS990/OtherExpensesGrp/TotalAmt123221
IRS990/OtherExpensesGrp/TotalAmt21617
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt046280
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/TotalAmt03187
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0ROBERTO PARO
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03658041
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1324290
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03658041
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1324290
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt03155761
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt057911
IRS990/PYOtherExpensesAmt0258789
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt03848948
IRS990/PYRevenuesLessExpensesAmt0434898
IRS990/PYSalariesCompEmpBnftPaidAmt057411
IRS990/PYTotalExpensesAmt03471961
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03906859
IRS990/ReconcilationRevenueExpnssAmt0246702
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0431460
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0509119
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt00
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt00
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt00
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt00
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt00
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt00
IRS990ScheduleD/EndingBalanceAmt00
IRS990ScheduleD/EquipmentGrp/BookValueAmt03988
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0106628
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0110616
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-19541
IRS990ScheduleD/ExpensesSubtotalAmt03878279
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt011459
IRS990ScheduleD/InvestmentExpensesNotIncldAmt011459
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt01543
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt04913
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt06456
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0174088
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-31000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/RevenueNotReportedAmt0174088
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt011459
IRS990ScheduleD/RevenueSubtotalAmt04093981
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0DIFFERENCE IN CLAIMS PAYABLE
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XII, LINE 4B
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05531
IRS990ScheduleD/TotalBookValueOtherAssetsAmt00
IRS990ScheduleD/TotalBookValueProgramRltdAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt03858738
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt04105440
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04268069
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03878279
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, 2019, 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 ACCOUNTING FIRM AND PROVIDED TO THE SIGNING TRUSTEE FOR REVIEW PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART IV, LINE 11F
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd3false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd4false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd5false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd4N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0131584302
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1341174684
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN2341094363
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN3340719290
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN4346529411
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt1C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt2C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt3C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt4T
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd2OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd3OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd4OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0BOTTLER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1EDUCATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt2BOTTLER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt3MANUFACTURING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt4UNION PLAN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0PEPSI-COLA BOTTLING CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1AKRON BARBER COLLEGE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2CLEVELAND COCA COLA BOTTLING CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3LOVEMAN STEEL CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4TEAMSTERS LOCAL 1164 WELFARE FUND
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0925 LORAIN BLVD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt12828 SOUTH ARLINGTON RD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt225000 MILES RD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt35455 PERKINS RD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt43236 WEST 25TH ST
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0ELYRIA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm1AKRON
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm2BEDFORD HTS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm3BEDFORD HTS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm4CLEVELAND
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd1OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd2OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd3OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd4OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd044035
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd144312
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd244146
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd344146
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd444109
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0TEAMSTERS UNION LOCAL 1164
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0340433550
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt03236 WEST 25TH STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CLEVELAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd044109
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0ORGANIZATIONS REPORTED ARE CONTRIBUTING EMPLOYERS TO THIS PLAN.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R RELATED ORGANIZATIONS
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04409010
IRS990/TotalAssetsEOYAmt04797272
IRS990/TotalAssetsGrp/BOYAmt04409010
IRS990/TotalAssetsGrp/EOYAmt04797272
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt03858738
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0441357
IRS990/TotalLiabilitiesEOYAmt0408829
IRS990/TotalLiabilitiesGrp/BOYAmt0441357
IRS990/TotalLiabilitiesGrp/EOYAmt0408829
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03967653
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04388443
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt03982331
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0123109
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03982331
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04105440
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04409010
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04797272
IRS990/TotReportableCompRltdOrgAmt073780
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03236 WEST 25TH STREET
IRS990/USAddress/CityNm0CLEVELAND
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd044109
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERTO PARO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-11
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0D29761AA39CA6B73A7AE79D6D45E7A5FD717B0B9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D29761AA39CA6B73A7AE79D6D45E7A5FD717B0B9
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0172.8.210.102
ReturnHeader/FilingSecurityInformation/IPDt02020-11-11

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,797,272
Liabilities
$408,829
Net assets
$4,388,443
Revenue
$4,105,440
Expenses
$3,858,738
Net income
$246,702
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)9 • $5M-$10M nonprofits