Civic Intelligence

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

990 • Fiscal year 2020 • EIN 02-0772989

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 12, 2021

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

49th percentile

0.03x

Higher debt load relative to assets than 49% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

62nd percentile

0.10x

Higher debt load relative to revenue than 62% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Net Margin

86th percentile

33%

Higher net margin than 86% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

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.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Asset Growth

72nd percentile

15%

Faster asset growth than 72% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

10th percentile

-26%

Faster revenue growth than 10% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$26,013,213

Up $3,295,873 (+15%) from 2019

Net Assets

Up

$25,353,626

Up $3,161,466 (+14%) from 2019

Liabilities

Up

$659,587

Up $134,407 (+26%) from 2019

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin86th percentile

Revenue

Down

$6,555,549

Down $2,253,712 (-26%) from 2019

Expenses

Up

$4,392,744

Up $213,783 (+5.1%) from 2019

Net Income

Down

$2,162,805

Down $2,467,495 (-53%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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

2020

Assets$26,013,213
Liabilities$659,587
Net Assets$25,353,626
Open 2020 Filing

Operations Trend

Revenue Growth10th 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

2020

Revenue$6,555,549
Expenses$4,392,744
Net Income$2,162,805
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 12, 2021
Return Version
2020v4.0
Gross Receipts
$6,555,549
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$22,192,160$25,353,626▲ $3,161,466
Investments in Publicly Traded Securities$16,545,673$19,956,018▲ $3,410,345
Prepaid Expenses and Deferred Charges$2,201,914$4,468,856▲ $2,266,942
Accounts Receivable$1,303,950$694,113▼ $609,837
Cash and Non-Interest-Bearing Accounts$875,230$631,970▼ $243,260
Savings and Temporary Cash Investments$1,789,933$261,712▼ $1,528,221
Land, Buildings, and Equipment, Net$640$544▼ $96
Total Assets$22,717,340$26,013,213▲ $3,295,873
Liabilities
Other Liabilities$491,854$616,777▲ $124,923
Accounts Payable and Accrued Expenses$33,326$42,810▲ $9,484
Total Liabilities$525,180$659,587▲ $134,407
Net Assets / Fund Balance
Total Net Assets Fund Balance$22,192,160$25,353,626▲ $3,161,466
Total Liabilities and Net Assets / Fund Balance$22,717,340$26,013,213▲ $3,295,873

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6$2,347$2,353
Leasehold Improvements$538$670$1,208
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Pete VavrinekChairman
Jeff EarlTrustee
Scott KeppTrustee
Scott LopezTrustee
Tim PollaufTrustee
Anne SaloffAlternate Tr
Bobbie StrayerAlternate Tr
Edward VanattaAlternate Tr
Mike ShortAlternate Tr
Paul CordellAlternate Tr
Rosa CoyleAlternate Tr
Eric OsbornSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,373,419
Investment Income
$182,130
Other Revenue
$0
Change in Net Assets
$2,162,805

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,536,251
Revenue Not Reported on Financial Statements
$19,298
Revenue Not Reported on Form 990
$999,644
Total Revenue per Audited Statements
$7,535,895
Total Revenue per Form 990
$6,555,549
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$235,139
Salaries, Compensation, and Employee Benefits$72,492
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$4,085,113
Fees for Services Legal---$62,178
Other Salaries and Wages---$40,586
Other Employee Benefits---$28,801
All Other Expenses---$26,755
Other Expenses---$19,711
Fees for Service Investment Mgmnt Fees---$19,298
Fees for Services Accounting---$15,800
Fees for Services Management---$12,917
Office Expenses---$3,303
Payroll Taxes---$3,105
Fees for Services Other---$2,911
Conferences and Meetings---$1,381
Occupancy---$1,083
Insurance---$779
Depreciation Depletion---$92
Total Functional Expenses$0$0$0$4,392,744

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,392,744
Expenses per Audited Statements$4,373,446
Total Expenses per Audited Statements$4,373,446
Expenses Not Reported on Financial Statements$19,298
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$616,777
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
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 bobbie strayer 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
2021-08-12
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
TITUS & URBANSKI INC CPA'S
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 12/31/20 health claims payable 177,400 other benefits payble 108,200 claims incurred but not reported 76,000 total obligations other than post retirement total plan benefit obligation at 12/31/20 361,600”

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.”

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 Appendix376 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/LeaseholdImprovementsGrp/DepreciationAmt0670
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01208
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0999644
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SUPPLEMENTAL CREDIT RESERVE
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PLAN BENEFIT OBLIGATION AT 12/31/20 HEALTH CLAIMS PAYABLE 177,400 OTHER BENEFITS PAYBLE 108,200 CLAIMS INCURRED BUT NOT REPORTED 76,000 TOTAL OBLIGATIONS OTHER THAN POST RETIREMENT TOTAL PLAN BENEFIT OBLIGATION AT 12/31/20 361,600
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 BOBBIE STRAYER 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/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
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIC OSBORN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum04196621388
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORTHWESTERN OHIO PLUMBERS & PIPEFI
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TITUS & URBANSKI INC CPA'S
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/PreparationDt02021-09-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUDY MACQUISTEN CPA
ReturnHeader/ReturnTs02021-09-09T13:55:15-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ERIC
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OSBORN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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
$26,013,213
Liabilities
$659,587
Net assets
$25,353,626
Revenue
$6,555,549
Expenses
$4,392,744
Net income
$2,162,805
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