Civic Intelligence

Northwestern Ohio Plumbers & Pipefitters Retiree Health & Welfare Plan & Trust

990 • Fiscal year 2018 • EIN 02-0772989

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 31, 2019

Organization ProfileN/A

View Organization Page

7570 Caple Blvd Ste BNorthwood, OH 43619

(419) 662-1388

Siviq Scores

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

Liabilities / Assets

48th percentile

0.03x

Higher debt load relative to assets than 48% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

53rd percentile

0.06x

Higher debt load relative to revenue than 53% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Net Margin

88th percentile

32%

Higher net margin than 88% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Asset Growth

59th percentile

5.3%

Faster asset growth than 59% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

51st percentile

4.3%

Faster revenue growth than 51% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$16,667,949

Up $844,966 (+5.3%) from 2017

Net Assets

Up

$16,219,008

Up $840,839 (+5.5%) from 2017

Liabilities

Up

$448,941

Up $4,127 (+0.9%) from 2017

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin88th percentile

Revenue

Up

$7,330,798

Up $304,558 (+4.3%) from 2017

Expenses

Up

$5,010,865

Up $846,397 (+20%) from 2017

Net Income

Down

$2,319,933

Down $541,839 (-19%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$30M$20M$10M$0Assets 2010: $7,916,364Liabilities 2010: $352,104Net Assets 2010: $7,564,2602010Assets 2011: $7,334,308Liabilities 2011: $422,240Net Assets 2011: $6,912,0682011Assets 2012: $9,916,631Liabilities 2012: $789,533Net Assets 2012: $9,127,0982012Assets 2013: $10,972,322Liabilities 2013: $1,388,716Net Assets 2013: $9,583,6062013Assets 2014: $11,696,161Liabilities 2014: $1,625,783Net Assets 2014: $10,070,3782014Assets 2015: $9,178,194Liabilities 2015: $1,337,424Net Assets 2015: $7,840,7702015Assets 2016: $12,744,454Liabilities 2016: $794,065Net Assets 2016: $11,950,3892016Assets 2017: $15,822,983Liabilities 2017: $444,814Net Assets 2017: $15,378,1692017Assets 2018: $16,667,949Liabilities 2018: $448,941Net Assets 2018: $16,219,0082018Assets 2019: $22,717,340Liabilities 2019: $525,180Net Assets 2019: $22,192,1602019Assets 2020: $26,013,213Liabilities 2020: $659,587Net Assets 2020: $25,353,6262020Assets 2021: $23,039,849Liabilities 2021: $1,511,582Net Assets 2021: $21,528,2672021Assets 2022: $20,180,373Liabilities 2022: $1,336,933Net Assets 2022: $18,843,4402022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2018

Assets$16,667,949
Liabilities$448,941
Net Assets$16,219,008
Open 2018 Filing

Operations Trend

Revenue Growth51st percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $3,462,8072010Expenses 2011: $4,795,7052011Expenses 2012: $3,968,4632012Revenue 2013: $3,929,254Expenses 2013: $3,754,077Net Income 2013: $175,1772013Revenue 2014: $5,742,495Expenses 2014: $5,494,459Net Income 2014: $248,0362014Revenue 2015: $3,225,318Expenses 2015: $5,332,381Net Income 2015: -$2,107,0632015Revenue 2016: $8,313,968Expenses 2016: $4,294,105Net Income 2016: $4,019,8632016Revenue 2017: $7,026,240Expenses 2017: $4,164,468Net Income 2017: $2,861,7722017Revenue 2018: $7,330,798Expenses 2018: $5,010,865Net Income 2018: $2,319,9332018Revenue 2019: $8,809,261Expenses 2019: $4,178,961Net Income 2019: $4,630,3002019Revenue 2020: $6,555,549Expenses 2020: $4,392,744Net Income 2020: $2,162,8052020Revenue 2021: $2,085,527Expenses 2021: $6,389,772Net Income 2021: -$4,304,2452021Revenue 2022: $4,023,636Expenses 2022: $5,398,441Net Income 2022: -$1,374,8052022Revenue 2023: $1,659,733Expenses 2023: $5,165,031Net Income 2023: -$3,505,2982023

Highlighted filing

2018

Revenue$7,330,798
Expenses$5,010,865
Net Income$2,319,933
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 31, 2019
Return Version
2018v3.1
Gross Receipts
$26,304,091
Mission and Program Overview

Mission

The plan provides health, prescription and death benefits to retirees and surviving spouses of Northwestern Ohio Plumbers & Pipefitters Local No 50

The plan provides health, prescriptions and death benefits to retirees and surviving spouses of northwestern ohio plumbers & pipefitters local no 50.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$15,378,169$16,219,008▲ $840,839
Investments in Publicly Traded Securities$12,234,760$13,886,324▲ $1,651,564
Prepaid Expenses and Deferred Charges$772,246$1,241,923▲ $469,677
Accounts Receivable$958,759$731,008▼ $227,751
Savings and Temporary Cash Investments$1,196,114$444,996▼ $751,118
Cash and Non-Interest-Bearing Accounts$660,245$362,970▼ $297,275
Land, Buildings, and Equipment, Net$859$728▼ $131
Total Assets$15,822,983$16,667,949▲ $844,966
Liabilities
Other Liabilities$415,826$435,464▲ $19,638
Accounts Payable and Accrued Expenses$28,988$13,477▼ $15,511
Total Liabilities$444,814$448,941▲ $4,127
Net Assets / Fund Balance
Total Net Assets Fund Balance$15,378,169$16,219,008▲ $840,839
Total Liabilities and Net Assets / Fund Balance$15,822,983$16,667,949▲ $844,966

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$33$2,320$2,353
Leasehold Improvements$695$513$1,208
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Pete VavrinekChairman
Anne SaloffTrustee
Bob LynnTrustee
Jeff EarlTrustee
Scott KeppTrustee
Scott LopezTrustee
Tim PollaufTrustee
Donald LeeAlternate Tr
Jake JosiasAlternate Tr
Paul CordellAlternate Tr
Rosa CoyleAlternate Tr
Eric OsbornSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,169,820
Investment Income
$1,160,978
Other Revenue
$0
Change in Net Assets
$2,319,933

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,323,339
Revenue Not Reported on Financial Statements
$7,459
Revenue Not Reported on Form 990
$1,479,094
Total Revenue per Audited Statements
$8,802,433
Total Revenue per Form 990
$7,330,798
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$177,823
Salaries, Compensation, and Employee Benefits$65,650
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$4,767,392
Other Salaries and Wages---$65,650
Fees for Services Legal---$57,848
Fees for Services Accounting---$19,500
All Other Expenses---$14,470
Fees for Services Management---$11,236
Fees for Service Investment Mgmnt Fees---$7,459
Other Expenses---$7,264
Conferences and Meetings---$3,217
Fees for Services Other---$1,532
Occupancy---$741
Office Expenses---$604
Depreciation Depletion---$395
Insurance---$93
Total Functional Expenses$0$0$0$5,010,865

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,010,865
Expenses per Audited Statements$5,003,406
Total Expenses per Audited Statements$5,003,406
Expenses Not Reported on Financial Statements$7,459
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Supplemental Credit Reserve$435,464
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 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
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 7A

“Line 7a explanation - members of the governing body are appointed by the union and by the employers of the plan.”

Form 990, Page 6, Part VI, Line 9

“Jeff earl 12288 country road m wauseon, oh 43567 scott kepp 6842 commodore drive walbridge, oh 43465 tim pollauf 4623 monroe street toledo, oh 43606 pete vavrinek 2875 crane way northwood, oh 43619 rosa coyle 940 matzinger road toledo, oh 43612 jake josias 915 matzinger road toledo, oh 43612”

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

“Line 11a explanation - board members received a copy of form 990 for review before filing.”

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

“Policy is monitored and enforced by the board of trustees through monthly meetings.”

Form 990, Page 6, Part VI, Line 19

“All are available upon request.”

Filing and Contact Details

Filer

Filer Name
Northwestern Ohio Plumbers & Pipefi
EIN
02-0772989
Phone
4196621388
Address
7570 CAPLE BLVD STE B, NORTHWOOD, OH 43619

Signing Officer

Name
Eric Osborn
Title
Secretary
Phone
4196621388
Signed
2019-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eric Osborn
Formed
2006
Legal Domicile
Oh
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Firm
Hantz Titus Urbanski LLC
Address
1540 S HOLLAND-SYLVANIA RD, MAUMEE, OH 43537
Preparer
Judy Macquisten CPA
Phone
4198666000
Supplemental Narrative

Additional Explanations

Form 990

“Plan benefit obligation at 12/31/18 health claims payable 149,900 other benefits payble 133,400 claims incurred but not reported 64,200 total obligations other than post retirement total plan benefit obligation at 12/31/18 347,500”

Form 990, Page 2, Part III, Line 4D

“The plan provides health, prescriptions and death benefits to retirees and surviving spouses of northwestern ohio plumbers & pipefitters local no 50.”

Form 990, Page 12, Part XII, Line 2C

“The organization did not change its overnight process or selection process during the tax year.”

Financial Statement Notes

Schedule D, Page 3, Part X

“The plan has determined that there are no uncertain tax positions that require disclosure in these financial statements under the fasb accounting standards codification topic, income taxes.”

Raw XML Appendix381 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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IRS990ScheduleD/NetUnrealizedGainsInvstAmt01479094
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IRS990ScheduleD/RevenueSubtotalAmt07323339
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE IN THESE FINANCIAL STATEMENTS UNDER THE FASB ACCOUNTING STANDARDS CODIFICATION TOPIC, INCOME TAXES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleD/TotalLiabilityAmt0435464
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PLAN BENEFIT OBLIGATION AT 12/31/18 HEALTH CLAIMS PAYABLE 149,900 OTHER BENEFITS PAYBLE 133,400 CLAIMS INCURRED BUT NOT REPORTED 64,200 TOTAL OBLIGATIONS OTHER THAN POST RETIREMENT TOTAL PLAN BENEFIT OBLIGATION AT 12/31/18 347,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PLAN PROVIDES HEALTH, PRESCRIPTIONS AND DEATH BENEFITS TO RETIREES AND SURVIVING SPOUSES OF NORTHWESTERN OHIO PLUMBERS & PIPEFITTERS LOCAL NO 50.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LINE 7A EXPLANATION - MEMBERS OF THE GOVERNING BODY ARE APPOINTED BY THE UNION AND BY THE EMPLOYERS OF THE PLAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3JEFF EARL 12288 COUNTRY ROAD M WAUSEON, OH 43567 SCOTT KEPP 6842 COMMODORE DRIVE WALBRIDGE, OH 43465 TIM POLLAUF 4623 MONROE STREET TOLEDO, OH 43606 PETE VAVRINEK 2875 CRANE WAY NORTHWOOD, OH 43619 ROSA COYLE 940 MATZINGER ROAD TOLEDO, OH 43612 JAKE JOSIAS 915 MATZINGER ROAD TOLEDO, OH 43612
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LINE 11A EXPLANATION - BOARD MEMBERS RECEIVED A COPY OF FORM 990 FOR REVIEW BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5POLICY IS MONITORED AND ENFORCED BY THE BOARD OF TRUSTEES THROUGH MONTHLY MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ALL ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE ORGANIZATION DID NOT CHANGE ITS OVERNIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 12, PART XII, LINE 2C
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07330798
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ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIC OSBORN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum04196621388
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORTHWESTERN OHIO PLUMBERS & PIPEFI
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TTERS RETIREE HEALTH & WELFARE PLAN
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ReturnHeader/Filer/PhoneNum04196621388
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ReturnHeader/FilingSecurityInformation/IPDt02019-11-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm013:34:57
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261728858
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HANTZ TITUS URBANSKI LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01540 S HOLLAND-SYLVANIA RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MAUMEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043537
ReturnHeader/PreparerPersonGrp/PhoneNum04198666000
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUDY MACQUISTEN CPA
ReturnHeader/ReturnTs02019-11-06T13:34:57-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,667,949
Liabilities
$448,941
Net assets
$16,219,008
Revenue
$7,330,798
Expenses
$5,010,865
Net income
$2,319,933
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.66$5.17$3.51
2022Detailed filing. Detailed filing data is available for this year.$20.2$1.34$18.8$4.02$5.40$1.37
2021Detailed filing. Detailed filing data is available for this year.$23.0$1.51$21.5$2.09$6.39$4.30
2020Detailed filing. Detailed filing data is available for this year.$26.0$0.66$25.4$6.56$4.39$2.16
2019Detailed filing. Detailed filing data is available for this year.$22.7$0.53$22.2$8.81$4.18$4.63
2018Detailed filing. Detailed filing data is available for this year.$16.7$0.45$16.2$7.33$5.01$2.32
2017Detailed filing. Detailed filing data is available for this year.$15.8$0.44$15.4$7.03$4.16$2.86
2016Detailed filing. Detailed filing data is available for this year.$12.7$0.79$12.0$8.31$4.29$4.02
2015Detailed filing. Detailed filing data is available for this year.$9.18$1.34$7.84$3.23$5.33$2.11
2014Detailed filing. Detailed filing data is available for this year.$11.7$1.63$10.1$5.74$5.49$0.25
2013Detailed filing. Detailed filing data is available for this year.$11.0$1.39$9.58$3.93$3.75$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.92$0.79$9.13$3.97
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.33$0.42$6.91$4.80
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.92$0.35$7.56$3.46