Civic Intelligence

Algoma Hardwoods Inc Union Self Funded Health Plan Trust

EIN 39-1488374 • 501(c)9

1001 Perry Street54201-1698
Siviq Scores

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

Liabilities / Assets

45th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

52nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $1M-$5M nonprofits • Source year 2013

Net Margin

27th percentile

-5.0%

Higher net margin than 27% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2013

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 2013

Asset Growth

14th percentile

-98%

Faster asset growth than 14% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$1,508

Down $68,994 (-98%) from 2012

Liabilities

Flat

$0

Flat from 2012

Net Assets

Down

$1,508

Down $68,994 (-98%) from 2012

Operations
Liabilities / Revenue52nd percentileNet Margin27th percentile

Revenue

$1,383,866

No earlier filing loaded for comparison.

Expenses

Down

$1,452,860

Down $149,812 (-9.3%) from 2012

Net Income

-$68,994

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth14th percentile

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

$100K$50K$0Assets 2010: $97,459Liabilities 2010: $0Net Assets 2010: $97,4592010Assets 2011: $78,966Liabilities 2011: $0Net Assets 2011: $78,9662011Assets 2012: $70,502Liabilities 2012: $0Net Assets 2012: $70,5022012Assets 2013: $1,508Liabilities 2013: $0Net Assets 2013: $1,5082013

Highlighted filing

2013

Assets$1,508
Liabilities$0
Net Assets$1,508
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $1,766,5032010Expenses 2011: $1,659,0902011Expenses 2012: $1,602,6722012Revenue 2013: $1,383,866Expenses 2013: $1,452,860Net Income 2013: -$68,9942013

Highlighted filing

2013

Revenue$1,383,866
Expenses$1,452,860
Net Income-$68,994
Open 2013 Filing

Filings

Most recent year

2013 • Form 990Import issue. A filing source exists for this year, but detailed import did not complete cleanly.

Open filing
Assets
$1,508
Liabilities
$0
Net assets
$1,508
Revenue
$1,383,866
Expenses
$1,452,860
Net income
-$68,994
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.00$0.00$0.00$1.38$1.45$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.07$0.00$0.07$1.60
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.00$0.08$1.66
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.00$0.10$1.77
Latest Detailed Filing

The latest 2013 filing currently has an XML import problem. Showing the latest detailed filing from 2012 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Jul 16, 2013
Return Version
2012v2.1
Gross Receipts
$1,594,208
Mission and Program Overview

Mission

NONE

Filing and Contact Details

Filer

EIN
39-1488374
Raw XML Appendix245 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/AccountantCompileOrReview00
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0EMPLOYEE BENEFITS - HEALTH, DENTAL, A&S
IRS990/AddressPrincipalOfficerUS/AddressLine101001 PERRY STREET
IRS990/AddressPrincipalOfficerUS/City0ALGOMA
IRS990/AddressPrincipalOfficerUS/State0WI
IRS990/AddressPrincipalOfficerUS/ZIPCode054201
IRS990/AuditCommittee01
IRS990/BenefitsPaidToMembersCY01594758
IRS990/BenefitsPaidToMembersPriorYear01652856
IRS990/BenefitsToMembers/Total01594758
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/CapStckTrstPrinCurrentFunds/BOY00
IRS990/CapStckTrstPrinCurrentFunds/EOY00
IRS990/CashNonInterestBearing/BOY078966
IRS990/CashNonInterestBearing/EOY070502
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther00
IRS990/ConflictOfInterestPolicy00
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt00
IRS990/ContributionsGrantsCurrentYear00
IRS990/ContributionsGrantsPriorYear00
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties00
IRS990/DescribedIn501C300
IRS990/Description0HEALTH, DENTAL, HOSPITAL, VISION AND OTHER PHYSICIAN SERVICES AND BENEFITS PAID FOR UNION EMPLOYEES OF ALGOMA HARDWOODS, INC, AS OF DECEMBER 31, 2012. THERE WERE APPROXIMATELY 137 PARTICIPANTS IN THE PLAN.
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy00
IRS990/DonorAdvisedFunds00
IRS990/DoNotFollowSFAS1170X
IRS990/ElectionOfBoardMembers00
IRS990/Expense01602672
IRS990/FamilyOrBusinessRelationship00
IRS990/FederalGrantAuditRequired00
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form8282PropertyDisposedOf00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek00.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/NamePerson0ALGOMA HARDWOODS INC
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/Title0TRUSTEE
IRS990/Form990ProvidedToGoverningBody01
IRS990/FormersListed00
IRS990/FSAudited01
IRS990/FSAuditedBasis/FinancialStatementSeparate0X
IRS990/FundraisingActivities00
IRS990/Gaming00
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsAndSimilarAmntsPriorYear00
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations00
IRS990/GrantToRelatedPerson00
IRS990/GrossReceipts01594208
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt01
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartXII0X
IRS990/InvestmentIncomeCurrentYear00
IRS990/InvestmentIncomePriorYear00
IRS990/InvestmentInJointVenture00
IRS990/LoanToOfficerOrDQP00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders00
IRS990/MethodOfAccountingCash0X
IRS990/MinutesOfCommittees00
IRS990/MinutesOfGoverningBody00
IRS990/MissionDescription0NONE
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0ALLAN JABLONKSY
IRS990/NbrIndependentVotingMembers00
IRS990/NbrVotingGoverningBodyMembers04
IRS990/NbrVotingMembersGoverningBody04
IRS990/NetAssetsOrFundBalancesBOY078966
IRS990/NetAssetsOrFundBalancesEOY070502
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers00
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c0X
IRS990/OtherExpensePriorYear06234
IRS990/OtherExpensesCurrentYear07914
IRS990/OtherExpenses/Description0ADMIN FEES
IRS990/OtherExpenses/Total07914
IRS990/OtherRevenueCurrentYear00
IRS990/OtherRevenuePriorYear00
IRS990/PaidInCapSrplsLandBldgEqpFund/BOY00
IRS990/PaidInCapSrplsLandBldgEqpFund/EOY00
IRS990/PartialLiquidation00
IRS990/PoliticalActivities00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenue/BusinessCode0522100
IRS990/ProgramServiceRevenueCY01594208
IRS990/ProgramServiceRevenue/Description0CONTRIBUTIONS
IRS990/ProgramServiceRevenuePriorYear01640597
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome01594208
IRS990/ProgramServiceRevenue/TotalRevenueColumn01594208
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges00
IRS990/ReconcilationRevenueExpenses0-8464
IRS990/RelatedEntity00
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote00
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip00
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities00
IRS990/ReportProgRelInvest00
IRS990/RetainedEarningsEndowmentEtc/BOY078966
IRS990/RetainedEarningsEndowmentEtc/EOY070502
IRS990/Revenue01594208
IRS990/RevenuesLessExpensesCY0-8464
IRS990/RevenuesLessExpensesPriorYear0-18493
IRS990/SalariesEtcCurrentYear00
IRS990/SalariesEtcPriorYear00
IRS990/ScheduleBRequired00
IRS990ScheduleD/ExpensesNotRptdF99000
IRS990ScheduleD/ExpensesNotRptdOnFinStmt00
IRS990ScheduleD/ExpensesSubtotal01602672
IRS990ScheduleD/RevenueNotRptdF99000
IRS990ScheduleD/RevenueNotRptdOnFinStmt00
IRS990ScheduleD/RevenueSubtotal01594208
IRS990ScheduleD/TotalExpensesPerForm99001602672
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleD/TotalRevenuePerForm99001594208
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt01602672
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt01594208
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0ORGANIZATION IS A VEBA TRUST; RELEVANT INFORMATION PERTAINING TO HEALTH BENEFITS PROVIDED TO EMPLOYEES DOCUMENTED ELSEWHERE.
IRS990ScheduleO/GeneralExplanation/Explanation1ORGANIZATION IS A VEBA TRUST; RELEVANT INFORMATION PERTAINING TO HEALTH BENEFITS PROVIDED TO EMPLOYEES DOCUMENTED ELSEWHERE.
IRS990ScheduleO/GeneralExplanation/Explanation2COPY OF FORM 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER PRIOR TO FILING.
IRS990ScheduleO/GeneralExplanation/Explanation3INFORMATION REGARDING HEALTH BENEFITS MADE AVAILABLE TO EMPLOYEES VIA SUMMARY ANNUAL REPORT REQUIRED BY DEPARTMENT OF LABOR AND EMPLOYEE HANDBOOK.
IRS990ScheduleO/GeneralExplanation/Explanation4PROCEDURE HAS NOT CHANGED FROM PRIOR YEAR.
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference4PAGE 12, PART XII, QUESTION 2C
IRS990/ScheduleORequired01
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0WI
IRS990/SubjectToProxyTax00
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/Terminated00
IRS990/TermOrPermanentEndowments00
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine101001 PERRY STREET
IRS990/TheBooksAreInCareOf/AddressUS/City0ALGOMA
IRS990/TheBooksAreInCareOf/AddressUS/State0WI
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode0542011698
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10ALGOMA HARDWOODS INC
IRS990/TheBooksAreInCareOf/TelephoneNumber09204875221
IRS990/TotalAssets/BOY078966
IRS990/TotalAssetsBOY078966
IRS990/TotalAssets/EOY070502
IRS990/TotalAssetsEOY070502
IRS990/TotalCompGT150K00
IRS990/TotalExpensesCurrentYear01602672
IRS990/TotalExpensesPriorYear01659090
IRS990/TotalFunctionalExpenses/Total01602672
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY00
IRS990/TotalLiabilitiesBOY00
IRS990/TotalLiabilities/EOY00
IRS990/TotalLiabilitiesEOY00
IRS990/TotalLiabNetAssetsFundBalances/BOY078966
IRS990/TotalLiabNetAssetsFundBalances/EOY070502
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers00
IRS990/TotalNetAssetsFundBalances/BOY078966
IRS990/TotalNetAssetsFundBalances/EOY070502
IRS990/TotalOtherCompensation00
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00
IRS990/TotalProgramServiceExpense01602672
IRS990/TotalProgramServiceRevenue01594208
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg00
IRS990/TotalRevenueCurrentYear01594208
IRS990/TotalRevenue/ExclusionAmount00
IRS990/TotalRevenuePriorYear01640597
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome01594208
IRS990/TotalRevenue/TotalRevenueColumn01594208
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome00
IRS990/UponRequest0X
IRS990/WebSite0ALGOMAHARDWOODS.COM
IRS990/WhistleblowerPolicy00
IRS990/YearFormation01986
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0391488374
ReturnHeader/Filer/Name/BusinessNameLine10ALGOMA HARDWOODS INC UNION SELF FUNDED
ReturnHeader/Filer/Name/BusinessNameLine20HEALTH PLAN TRUST
ReturnHeader/Filer/NameControl0ALGO
ReturnHeader/Filer/Phone09204875221
ReturnHeader/Filer/USAddress/AddressLine101001 PERRY STREET
ReturnHeader/Filer/USAddress/City0ALGOMA
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode0542011698
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-07-16
ReturnHeader/Officer/Name0ALLAN JABLONKSY
ReturnHeader/Officer/Phone09204875221
ReturnHeader/Officer/Title0VICE PRESIDENT, FINANCE AND CFO
ReturnHeader/Preparer/DatePrepared02013-07-16
ReturnHeader/PreparerFirm/EIN0391173131
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10SCHENCK SC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 23819
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0GREEN BAY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0543053819
ReturnHeader/Preparer/Name0NANCY A CHERNEY
ReturnHeader/Preparer/Phone09204367800
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-07-18T16:28:24-05:00

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