Civic Intelligence

Tma-Ila Welfare Plan

990 • Fiscal year 2020 • EIN 59-1960263

Oct 01, 2019 to Sep 30, 2020 • Filed on Aug 11, 2021

Organization ProfileN/A

View Organization Page

PO Box 13487Roanoke, VA 24034

(540) 345-7735

Siviq Scores

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

Liabilities / Assets

45th percentile

0.00x

Higher debt load relative to assets than 45% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

46th percentile

0.00x

Higher debt load relative to revenue than 46% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Net Margin

22nd percentile

-9.2%

Higher net margin than 22% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Asset Growth

43rd percentile

3.6%

Faster asset growth than 43% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

33rd percentile

-9.4%

Faster revenue growth than 33% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$2,000,158

Up $69,113 (+3.6%) from 2019

Net Assets

Up

$1,999,441

Up $69,807 (+3.6%) from 2019

Liabilities

Down

$717

Down $694 (-49%) from 2019

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin22nd percentile

Revenue

Down

$1,287,717

Down $133,443 (-9.4%) from 2019

Expenses

Down

$1,405,633

Down $214,230 (-13%) from 2019

Net Income

Up

-$117,916

Up $80,787 (+41%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $759,712Liabilities 2011: $90,211Net Assets 2011: $669,5012011Assets 2012: $1,091,375Liabilities 2012: $107,327Net Assets 2012: $984,0482012Assets 2013: $1,340,502Liabilities 2013: $69,913Net Assets 2013: $1,270,5892013Assets 2014: $1,554,350Liabilities 2014: $79,147Net Assets 2014: $1,475,2032014Assets 2015: $1,656,743Liabilities 2015: $1,000Net Assets 2015: $1,655,7432015Assets 2016: $1,857,920Liabilities 2016: $1,390Net Assets 2016: $1,856,5302016Assets 2017: $1,846,817Liabilities 2017: $7,714Net Assets 2017: $1,839,1032017Assets 2018: $2,044,781Liabilities 2018: $1,000Net Assets 2018: $2,043,7812018Assets 2019: $1,931,045Liabilities 2019: $1,411Net Assets 2019: $1,929,6342019Assets 2020: $2,000,158Liabilities 2020: $717Net Assets 2020: $1,999,4412020Assets 2021: $2,207,923Liabilities 2021: $472Net Assets 2021: $2,207,4512021Assets 2022: $1,803,533Liabilities 2022: $1,274Net Assets 2022: $1,802,2592022Assets 2023: $2,135,195Liabilities 2023: $181,386Net Assets 2023: $1,953,8092023Assets 2024: $2,440,289Liabilities 2024: $221,087Net Assets 2024: $2,219,2022024

Highlighted filing

2020

Assets$2,000,158
Liabilities$717
Net Assets$1,999,441
Open 2020 Filing

Operations Trend

Revenue Growth33rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,556,586Expenses 2011: $1,230,815Net Income 2011: $325,7712011Revenue 2012: $1,480,169Expenses 2012: $1,165,622Net Income 2012: $314,5472012Revenue 2013: $1,560,366Expenses 2013: $1,274,211Net Income 2013: $286,1552013Revenue 2014: $1,469,417Expenses 2014: $1,264,803Net Income 2014: $204,6142014Revenue 2015: $1,500,530Expenses 2015: $1,299,560Net Income 2015: $200,9702015Revenue 2016: $1,291,384Expenses 2016: $1,201,482Net Income 2016: $89,9022016Revenue 2017: $1,246,262Expenses 2017: $1,364,998Net Income 2017: -$118,7362017Revenue 2018: $1,525,706Expenses 2018: $1,429,251Net Income 2018: $96,4552018Revenue 2019: $1,421,160Expenses 2019: $1,619,863Net Income 2019: -$198,7032019Revenue 2020: $1,287,717Expenses 2020: $1,405,633Net Income 2020: -$117,9162020Revenue 2021: $1,214,554Expenses 2021: $1,295,418Net Income 2021: -$80,8642021Revenue 2022: $1,844,698Expenses 2022: $1,948,792Net Income 2022: -$104,0942022Revenue 2023: $2,055,614Expenses 2023: $2,096,060Net Income 2023: -$40,4462023Revenue 2024: $2,350,134Expenses 2024: $2,478,438Net Income 2024: -$128,3042024

Highlighted filing

2020

Revenue$1,287,717
Expenses$1,405,633
Net Income-$117,916
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Aug 11, 2021
Return Version
2019v5.0
Gross Receipts
$1,287,717
Mission and Program Overview

Mission

To fund health and life insurance benefits for eligible participants who are members of the international longshoremen's association locals 1402 and 1691.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,929,634$1,999,441▲ $69,807
Investments in Publicly Traded Securities$1,765,822$1,849,850▲ $84,028
Accounts Receivable$151,473$137,449▼ $14,024
Cash and Non-Interest-Bearing Accounts$2,983$8,241▲ $5,258
Savings and Temporary Cash Investments$8,517$2,368▼ $6,149
Total Assets$1,931,045$2,000,158▲ $69,113
Other Assets Total$2,250$2,250→ $0
Liabilities
Accounts Payable and Accrued Expenses$1,411$717▼ $694
Total Liabilities$1,411$717▼ $694
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,929,634$1,999,441▲ $69,807
Total Liabilities and Net Assets / Fund Balance$1,931,045$2,000,158▲ $69,113
Compensation and Service Providers
Top Officer Pay56th percentile

Board Members and Trustees

NameTitle
David NelsonCo-chairman
Leon ChandlerCo-chairman
Allen StrakerAlt Trustee
Joe HallAlt Trustee
Leon Chandler JrAlt Trustee
Andre DavisTrustee
Nicholas DifrescoTrustee
Sam StoutTrustee
Timothy TouzetTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,251,067
Investment Income
$36,650
Other Revenue
$0
Change in Net Assets
$-117,916

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,281,934
Revenue Not Reported on Financial Statements
$5,783
Revenue Not Reported on Form 990
$187,723
Total Revenue per Audited Statements
$1,469,657
Total Revenue per Form 990
$1,287,717
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$72,176
Salaries, Compensation, and Employee Benefits$30,188
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$1,303,269
Fees for Services Management---$25,080
Fees for Services Accounting---$19,000
Other Salaries and Wages---$16,269
Other Employee Benefits---$12,503
Fees for Services Other---$7,348
Fees for Service Investment Mgmnt Fees---$5,783
Fees for Services Legal---$4,011
Conferences and Meetings---$3,345
Office Expenses---$3,170
Other Expenses---$2,994
Insurance---$1,445
Payroll Taxes---$1,416
Total Functional Expenses$0$0$0$1,405,633

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,405,633
Expenses per Audited Statements$1,399,850
Total Expenses per Audited Statements$1,399,850
Expenses Not Reported on Financial Statements$5,783
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
Annual disclosure for covered persons
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“A copy of the form 990 was given to each trustee for review prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“Conflicts are disclosed during trustee meetings, if a conflict arises the trustee abstains from voting.”

Form 990, Page 6, Part VI, Line 15A

“This question does not apply for this organization, as these positions do not exist.”

Form 990, Page 6, Part VI, Line 15B

“This question does not apply for this organization, as these positions do not exist.”

Form 990, Page 6, Part VI, Line 19

“All governing documents, policies, and financial statements are available upon request. Summary plan information is mailed to participants.”

Filing and Contact Details

Filer

Filer Name
Tma-ila Welfare Plan
EIN
59-1960263
Phone
5403457735
Address
PO BOX 13487, ROANOKE, VA 24034

Signing Officer

Name
David Nelson
Title
Co-chairman
Phone
5403457735
Signed
2021-08-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Nelson
Formed
1956
Legal Domicile
Fl
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Anderson & Reed Llp
Address
1515 FRANKLIN RD SW, ROANOKE, VA 24016-5206
Preparer
Martha K Boone
Phone
5403444333
Supplemental Narrative

Additional Explanations

Form 990, Part V

“Line 1a, number reported in box 3 of form 1096: for payments to service providers required to be reported on form 1099- misc.”

Raw XML Appendix364 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/ExplanationTxt1A COPY OF THE FORM 990 WAS GIVEN TO EACH TRUSTEE FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFLICTS ARE DISCLOSED DURING TRUSTEE MEETINGS, IF A CONFLICT ARISES THE TRUSTEE ABSTAINS FROM VOTING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THIS QUESTION DOES NOT APPLY FOR THIS ORGANIZATION, AS THESE POSITIONS DO NOT EXIST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THIS QUESTION DOES NOT APPLY FOR THIS ORGANIZATION, AS THESE POSITIONS DO NOT EXIST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. SUMMARY PLAN INFORMATION IS MAILED TO PARTICIPANTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART V
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0TMA-ILA PENSION PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1TMA-ILA CONTAINER ROYALTY PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2INTL LONGSHOREMEN'S ASSOC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine2Txt0LOCAL 1402
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0596145175
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1352250520
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501C5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501C5
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PENSION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1ROYALTY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2LABOR UN
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01931045
IRS990/TotalAssetsEOYAmt02000158
IRS990/TotalAssetsGrp/BOYAmt01931045
IRS990/TotalAssetsGrp/EOYAmt02000158
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01405633
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01411
IRS990/TotalLiabilitiesEOYAmt0717
IRS990/TotalLiabilitiesGrp/BOYAmt01411
IRS990/TotalLiabilitiesGrp/EOYAmt0717
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01929634
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01999441
IRS990/TotalProgramServiceRevenueAmt01251067
IRS990/TotalRevenueGrp/ExclusionAmt036650
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01251067
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01287717
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01931045
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02000158
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IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 13487
IRS990/USAddress/CityNm0ROANOKE
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd024034
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID NELSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum05403457735
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TMA-ILA WELFARE PLAN
ReturnHeader/Filer/BusinessNameControlTxt0TAMP
ReturnHeader/Filer/EIN0591960263
ReturnHeader/Filer/PhoneNum05403457735
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 13487
ReturnHeader/Filer/USAddress/CityNm0ROANOKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd024034
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0540617257
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSON & REED LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01515 FRANKLIN RD SW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROANOKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0240165206
ReturnHeader/PreparerPersonGrp/PhoneNum05403444333
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARTHA K BOONE
ReturnHeader/ReturnTs02021-08-12T13:57:16-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,000,158
Liabilities
$717
Net assets
$1,999,441
Revenue
$1,287,717
Expenses
$1,405,633
Net income
-$117,916
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.44$0.22$2.22$2.35$2.48$0.13
2023Detailed filing. Detailed filing data is available for this year.$2.14$0.18$1.95$2.06$2.10$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.80$0.00$1.80$1.84$1.95$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$1.21$1.30$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$1.29$1.41$0.12
2019Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$1.42$1.62$0.20
2018Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$1.53$1.43$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.85$0.01$1.84$1.25$1.36$0.12
2016Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$1.29$1.20$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$1.50$1.30$0.20
2014Summary only. Only limited summary data is available for this year.$1.55$0.08$1.48$1.47$1.26$0.20
2013Summary only. Only limited summary data is available for this year.$1.34$0.07$1.27$1.56$1.27$0.29
2012Summary only. Only limited summary data is available for this year.$1.09$0.11$0.98$1.48$1.17$0.31
2011Summary only. Only limited summary data is available for this year.$0.76$0.09$0.67$1.56$1.23$0.33