Civic Intelligence

Dealers-Unions Insurance Fund

EIN 34-6529808 • 501(c)9 • Broadview Hts, OH

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Profile

Sec 501(c)(9) veba trust to provide health care, vision, dental, & disability benefits, along with, prescription coverage & life insurance to approximately 194 members and dependents.

9150 South Hills Blvd 150Broadview Hts, OH 44147

n/A

Siviq Scores

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

Liabilities / Assets

64th percentile

0.03x

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

501(c)9 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.01x

Higher debt load relative to revenue than 62% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Net Margin

33rd percentile

-1.9%

Higher net margin than 33% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

501(c)9 • $1M-$5M nonprofits • Source year 2024

Asset Growth

32nd percentile

-6.7%

Faster asset growth than 32% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

33rd percentile

-2.2%

Faster revenue growth than 33% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$1,652,194

Down $117,905 (-6.7%) from 2023

Liabilities

Down

$42,076

Down $54,244 (-56%) from 2023

Net Assets

Down

$1,610,118

Down $63,661 (-3.8%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin33rd percentile

Revenue

Down

$3,421,299

Down $78,361 (-2.2%) from 2023

Expenses

Up

$3,484,960

Up $131,805 (+3.9%) from 2023

Net Income

Down

-$63,661

Down $210,166 (-143%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2013: $179,765Liabilities 2013: $5,452Net Assets 2013: $174,3132013Assets 2014: $105,067Liabilities 2014: $18,477Net Assets 2014: $86,5902014Assets 2015: $208,014Liabilities 2015: $7,755Net Assets 2015: $200,2592015Assets 2016: $462,711Liabilities 2016: $6,688Net Assets 2016: $456,0232016Assets 2017: $784,058Liabilities 2017: $45,675Net Assets 2017: $738,3832017Assets 2018: $994,298Liabilities 2018: $38,666Net Assets 2018: $955,6322018Assets 2019: $1,235,701Liabilities 2019: $43,041Net Assets 2019: $1,192,6602019Assets 2020: $1,395,781Liabilities 2020: $47,522Net Assets 2020: $1,348,2592020Assets 2021: $1,525,710Liabilities 2021: $42,128Net Assets 2021: $1,483,5822021Assets 2022: $1,581,019Liabilities 2022: $53,745Net Assets 2022: $1,527,2742022Assets 2023: $1,770,099Liabilities 2023: $96,320Net Assets 2023: $1,673,7792023Assets 2024: $1,652,194Liabilities 2024: $42,076Net Assets 2024: $1,610,1182024

Highlighted filing

2024

Assets$1,652,194
Liabilities$42,076
Net Assets$1,610,118
Open 2024 Filing

Operations Trend

Revenue Growth33rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2013: $3,404,6162013Revenue 2014: $3,548,921Expenses 2014: $3,636,644Net Income 2014: -$87,7232014Revenue 2015: $3,511,656Expenses 2015: $3,397,987Net Income 2015: $113,6692015Revenue 2016: $3,324,502Expenses 2016: $3,068,738Net Income 2016: $255,7642016Revenue 2017: $3,268,987Expenses 2017: $2,986,627Net Income 2017: $282,3602017Revenue 2018: $3,318,388Expenses 2018: $3,101,139Net Income 2018: $217,2492018Revenue 2019: $3,296,617Expenses 2019: $3,059,589Net Income 2019: $237,0282019Revenue 2020: $3,352,417Expenses 2020: $3,196,818Net Income 2020: $155,5992020Revenue 2021: $3,242,794Expenses 2021: $3,107,471Net Income 2021: $135,3232021Revenue 2022: $3,307,029Expenses 2022: $3,263,337Net Income 2022: $43,6922022Revenue 2023: $3,499,660Expenses 2023: $3,353,155Net Income 2023: $146,5052023Revenue 2024: $3,421,299Expenses 2024: $3,484,960Net Income 2024: -$63,6612024

Highlighted filing

2024

Revenue$3,421,299
Expenses$3,484,960
Net Income-$63,661
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,652,194
Liabilities
$42,076
Net assets
$1,610,118
Revenue
$3,421,299
Expenses
$3,484,960
Net income
-$63,661
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.65$0.04$1.61$3.42$3.48$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.77$0.10$1.67$3.50$3.35$0.15
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.58$0.05$1.53$3.31$3.26$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.53$0.04$1.48$3.24$3.11$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.40$0.05$1.35$3.35$3.20$0.16
2019Detailed filing. Detailed filing data is available for this year.$1.24$0.04$1.19$3.30$3.06$0.24
2018Detailed filing. Detailed filing data is available for this year.$0.99$0.04$0.96$3.32$3.10$0.22
2017Detailed filing. Detailed filing data is available for this year.$0.78$0.05$0.74$3.27$2.99$0.28
2016Detailed filing. Detailed filing data is available for this year.$0.46$0.01$0.46$3.32$3.07$0.26
2015Detailed filing. Detailed filing data is available for this year.$0.21$0.01$0.20$3.51$3.40$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.11$0.02$0.09$3.55$3.64$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.18$0.01$0.17$3.40
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2023 to Oct 31, 2024
Signed
Aug 27, 2025
Return Version
2023v6.0
Gross Receipts
$3,421,299
Mission and Program Overview

Mission

Sec 501(c)(9) veba trust to provide health care, vision, dental, & disability benefits, along with, prescription coverage & life insurance to approximately 216 members and dependents.

Sec 501(c)(9) veba trust to provide health care, vision, dental, & disability benefits, along with, prescription coverage & life insurance to approximately 181 members and dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,765,115$1,647,370▼ $117,745
Prepaid Expenses and Deferred Charges$3,181$3,181→ $0
Accounts Receivable$1,803$1,643▼ $160
Total Assets$1,770,099$1,652,194▼ $117,905
Liabilities
Deferred Revenue$91,971$37,903▼ $54,068
Accounts Payable and Accrued Expenses$4,349$4,173▼ $176
Total Liabilities$96,320$42,076▼ $54,244
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,673,779$1,610,118▼ $63,661
Total Net Assets Fund Balance$1,673,779$1,610,118▼ $63,661
Total Liabilities and Net Assets / Fund Balance$1,770,099$1,652,194▼ $117,905
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Louis Vitantonio JrTrustee
Timothy VerlindenTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,421,299
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-63,661

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,421,299
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,421,299
Total Revenue per Form 990
$3,421,299
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$81,806
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---$3,403,154
Fees for Services Other---$49,972
Fees for Services Accounting---$20,442
Insurance---$6,320
Fees for Services Legal---$4,322
Office Expenses---$750
Total Functional Expenses$0$0$0$3,484,960

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,484,960
Total Expenses per Audited Statements$3,484,960
Total Expenses per Form 990$3,484,960
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
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
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 A, Line 8B

“Dealers-unions insurance did not have any committees.”

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

“The return is prepared by the independent public accounting firm and then reviewed with the board members prior to its filing.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available to the organizations participants and beneficiaries upon request.”

Filing and Contact Details

Filer

Filer Name
Dealers-unions Insurance Fund
EIN
34-6529808
Phone
4122012242
Address
9150 SOUTH HILLS BLVD 150, BROADVIEW HTS, OH 44147

Signing Officer

Name
Lou Vitantonio
Title
Trustee
Phone
4122012242
Signed
2025-08-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Timothy Verlinden
Formed
1955
Legal Domicile
Oh
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
Maloney Novotny LLC
Address
1111 SUPERIOR AVE SUITE 700, CLEVELAND, OH 44114-2540
Preparer
Christopher Villari
Phone
2163630100
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken or expected to be taken by the plan for possible recognition and measurement in the financial statements based upon certain prescribed criteria. The plan's management has analyzed the tax positions taken by the plan, and has concluded that as of october 31, 2024, there are no uncertain tax positions taken or expected to be taken that would require such recognition or disclosure in the financial statements. As of october 31, 2024, the plan's three most recent tax years remain subject to examination by the internal revenue service and various taxing authorities.”

Raw XML Appendix261 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DEALERS-UNIONS INSURANCE DID NOT HAVE ANY COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE RETURN IS PREPARED BY THE INDEPENDENT PUBLIC ACCOUNTING FIRM AND THEN REVIEWED WITH THE BOARD MEMBERS PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE ORGANIZATIONS PARTICIPANTS AND BENEFICIARIES UPON REQUEST.
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0LOU VITANTONIO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04122012242
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DEALERS-UNIONS INSURANCE FUND
ReturnHeader/Filer/BusinessNameControlTxt0DEAL
ReturnHeader/Filer/EIN0346529808
ReturnHeader/Filer/PhoneNum04122012242
ReturnHeader/Filer/USAddress/AddressLine1Txt09150 SOUTH HILLS BLVD 150
ReturnHeader/Filer/USAddress/CityNm0BROADVIEW HTS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044147
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0340677006
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MALONEY NOVOTNY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01111 SUPERIOR AVE SUITE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0441142540
ReturnHeader/PreparerPersonGrp/PhoneNum02163630100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER VILLARI
ReturnHeader/ReturnTs02025-09-09T13:19:49-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-11-01
ReturnHeader/TaxPeriodEndDt02024-10-31
ReturnHeader/TaxYr02023

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