Civic Intelligence

Tma-Ila Welfare Plan

990 • Fiscal year 2021 • EIN 59-1960263

Oct 01, 2020 to Sep 30, 2021 • Filed on Aug 12, 2022

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

44th percentile

0.00x

Higher debt load relative to assets than 44% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

46th percentile

0.00x

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

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Net Margin

24th percentile

-6.7%

Higher net margin than 24% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Asset Growth

65th percentile

10%

Faster asset growth than 65% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

33rd percentile

-5.7%

Faster revenue growth than 33% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$2,207,923

Up $207,765 (+10%) from 2020

Net Assets

Up

$2,207,451

Up $208,010 (+10%) from 2020

Liabilities

Down

$472

Down $245 (-34%) from 2020

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin24th percentile

Revenue

Down

$1,214,554

Down $73,163 (-5.7%) from 2020

Expenses

Down

$1,295,418

Down $110,215 (-7.8%) from 2020

Net Income

Up

-$80,864

Up $37,052 (+31%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2021

Assets$2,207,923
Liabilities$472
Net Assets$2,207,451
Open 2021 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

2021

Revenue$1,214,554
Expenses$1,295,418
Net Income-$80,864
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Aug 12, 2022
Return Version
2020v4.0
Gross Receipts
$1,214,554
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$1,999,441$2,207,451▲ $208,010
Investments in Publicly Traded Securities$1,849,850$2,030,139▲ $180,289
Accounts Receivable$137,449$161,465▲ $24,016
Cash and Non-Interest-Bearing Accounts$8,241$14,008▲ $5,767
Savings and Temporary Cash Investments$2,368$61▼ $2,307
Total Assets$2,000,158$2,207,923▲ $207,765
Other Assets Total$2,250$2,250→ $0
Liabilities
Accounts Payable and Accrued Expenses$717$472▼ $245
Total Liabilities$717$472▼ $245
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,999,441$2,207,451▲ $208,010
Total Liabilities and Net Assets / Fund Balance$2,000,158$2,207,923▲ $207,765
Compensation and Service Providers
Top Officer Pay55th 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
$1,184,869
Investment Income
$29,685
Other Revenue
$0
Change in Net Assets
$-80,864

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,209,552
Revenue Not Reported on Financial Statements
$5,002
Revenue Not Reported on Form 990
$288,874
Total Revenue per Audited Statements
$1,498,426
Total Revenue per Form 990
$1,214,554
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$66,009
Salaries, Compensation, and Employee Benefits$29,583
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$1,199,826
Fees for Services Management---$25,080
Fees for Services Accounting---$17,500
Other Salaries and Wages---$15,809
Other Employee Benefits---$12,394
Fees for Services Other---$6,407
Fees for Service Investment Mgmnt Fees---$5,002
Office Expenses---$4,513
Fees for Services Legal---$3,525
Other Expenses---$1,996
Insurance---$1,445
Payroll Taxes---$1,380
Conferences and Meetings---$541
Total Functional Expenses$0$0$0$1,295,418

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,295,418
Expenses per Audited Statements$1,290,416
Total Expenses per Audited Statements$1,290,416
Expenses Not Reported on Financial Statements$5,002
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
2022-08-12
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 Appendix365 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/ExplanationTxt0LINE 1A, NUMBER REPORTED IN BOX 3 OF FORM 1096: FOR PAYMENTS TO SERVICE PROVIDERS REQUIRED TO BE REPORTED ON FORM 1099- MISC.
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/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1TMA-ILA CONTAINER ROYALTY PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2INTL LONGSHOREMEN'S ASSOC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine2Txt0LOCAL 1402
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1352250520
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501C5
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PENSION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1ROYALTY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2LABOR UN
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IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
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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/TotalAssetsBOYAmt02000158
IRS990/TotalAssetsEOYAmt02207923
IRS990/TotalAssetsGrp/BOYAmt02000158
IRS990/TotalAssetsGrp/EOYAmt02207923
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01295418
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0717
IRS990/TotalLiabilitiesEOYAmt0472
IRS990/TotalLiabilitiesGrp/BOYAmt0717
IRS990/TotalLiabilitiesGrp/EOYAmt0472
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01999441
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02207451
IRS990/TotalProgramServiceRevenueAmt01184869
IRS990/TotalRevenueGrp/ExclusionAmt029685
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01184869
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01214554
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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/SignatureDt02022-08-12
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/PreparationDt02022-08-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARTHA K BOONE
ReturnHeader/ReturnTs02022-08-15T14:19:13-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NELSON
ReturnHeader/TaxPeriodBeginDt02020-10-01
ReturnHeader/TaxPeriodEndDt02021-09-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,207,923
Liabilities
$472
Net assets
$2,207,451
Revenue
$1,214,554
Expenses
$1,295,418
Net income
-$80,864
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