Liabilities / Assets
65th percentile
Higher debt load relative to assets than 65% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
67th percentile
Higher debt load relative to revenue than 67% of similar nonprofits.
Net Margin
25th percentile
Higher net margin than 25% of similar nonprofits.
Top Officer Pay
72nd percentile
Higher top officer pay than 72% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
43rd percentile
Faster asset growth than 43% of similar nonprofits.
Revenue Growth
33rd percentile
Faster revenue growth than 33% of similar nonprofits.
Balance Sheet
Assets
Down$277,881
Down $12,812 (-4.4%) from 2016
Net Assets
Down$277,867
Down $12,826 (-4.4%) from 2016
Liabilities
Up$14
Up $14 from 2016
Revenue And Expenses
Revenue
Down$40,513
Down $5,156 (-11%) from 2016
Expenses
Down$53,339
Down $3,277 (-5.8%) from 2016
Net Income
Down-$12,826
Down $1,879 (-17%) from 2016
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2017 to Dec 31, 2017
- Signed
- Nov 8, 2018
- Return Version
- 2017v2.3
- Gross Receipts
- $40,513
Mission and Program Overview
Mission
To provide sick and death benefits for participants
Program Services
| Description | Grants | Expenses |
|---|---|---|
| TO PROVIDE SICK AND DEATH BENEFITS FOR PARTICIPANTS | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| MICHAEL KLINGBEIL | Trustee | - | $0 | - | - |
| E BRUCE OSBORNE | Trustee | - | $0 | - | - |
| RICHARD YOKE | Trustee | - | $0 | - | - |
| GAIL SULLIVAN | Trustee | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Dairy Union Employees Welfare Fund
- EIN
- 34-6548498
- Phone
- 2167399621
- Address
- 5505 VALLEY BELT DR SUITE C, INDEPENDENCE, OH 44131
Signing Officer
- Name
- Michael Klingbeil
- Title
- Trustee
- Phone
- 2167399621
- Signed
- 2018-11-08
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Ciuni & Panichi Inc
- Address
- 25201 CHAGRIN BLVD 200, CLEVELAND, OH 44122-5683
- Preparer
- Jeffrey R Spencer CPA
- Phone
- 2168317171
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 4 - Other Investment Income
“Description: interest income. Amount: 18. Description: dividend income. Amount: 3,107. Total included on form 990-ez, line 4: 3,125.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: insurance and bond. Amount: 3,414. Description: investment expense. Amount: 657. Description: telephone. Amount: 1,972. Description: computer expense. Amount: 257. Description: office supplies. Amount: 424. Description: bank charges. Amount: 78. Description: unrealized gain/loss. Amount: 617. Total to form 990-ez, line 16: 7,419.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: taxes withheld on benefits paid. Beg. Of year amount: 0. End of year amount: 14.”
Raw XML Appendix121 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 | 24971 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | MIKE KLINGBEIL |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 2167399621 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 5505 VALLEY BELT DR STE C |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | INDEPENDENCE |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OH |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 44131 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 290693 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 277881 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -12826 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 13741 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 290693 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 277881 |
| IRS990EZ/GrossReceiptsAmt | 0 | 40513 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 3125 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 37388 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 290693 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 277867 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 290693 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 277867 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 4487 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | MICHAEL KLINGBEIL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | E BRUCE OSBORNE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | RICHARD YOKE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | GAIL SULLIVAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | TRUSTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TRUSTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TRUSTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TRUSTEE |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 7419 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO PROVIDE SICK AND DEATH BENEFITS FOR PARTICIPANTS |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 2721 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | TO PROVIDE SICK AND DEATH BENEFITS FOR PARTICIPANTS |
| 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 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 14 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 53339 |
| IRS990EZ/TotalRevenueAmt | 0 | 40513 |
| IRS990EZ/TypeOfOrganizationTrustInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST INCOME. AMOUNT: 18. DESCRIPTION: DIVIDEND INCOME. AMOUNT: 3,107. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 3,125. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: INSURANCE AND BOND. AMOUNT: 3,414. DESCRIPTION: INVESTMENT EXPENSE. AMOUNT: 657. DESCRIPTION: TELEPHONE. AMOUNT: 1,972. DESCRIPTION: COMPUTER EXPENSE. AMOUNT: 257. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 424. DESCRIPTION: BANK CHARGES. AMOUNT: 78. DESCRIPTION: UNREALIZED GAIN/LOSS. AMOUNT: 617. TOTAL TO FORM 990-EZ, LINE 16: 7,419. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: TAXES WITHHELD ON BENEFITS PAID. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 14. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| 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 | 2019-02-21 02:37:17Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | MICHAEL KLINGBEIL |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2167399621 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-11-08 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | DAIRY UNION EMPLOYEES WELFARE FUND |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | DAIR |
| ReturnHeader/Filer/EIN | 0 | 346548498 |
| ReturnHeader/Filer/PhoneNum | 0 | 2167399621 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 5505 VALLEY BELT DR SUITE C |
| ReturnHeader/Filer/USAddress/CityNm | 0 | INDEPENDENCE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OH |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 44131 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 209C7A610B5A80164B11FF90ACC03125AC89181E |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | B75ED881A083907B15175BFFF2DD158B6D106665 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 162.155.232.54 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2018-11-08 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | ES |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 14:49:09 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 341322309 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | CIUNI & PANICHI INC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 25201 CHAGRIN BLVD 200 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | CLEVELAND |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | OH |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 441225683 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2168317171 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JEFFREY R SPENCER CPA |
| ReturnHeader/ReturnTs | 0 | 2018-11-12T15:39:10-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-12-31 |
| ReturnHeader/TaxYr | 0 | 2017 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $277,881
- Liabilities
- $14
- Net assets
- $277,867
- Revenue
- $40,513
- Expenses
- $53,339
- Net income
- -$12,826