Civic Intelligence

Plumbers & Pipefitters Local 693 Health & Welfare Fund

990 • Fiscal year 2017 • EIN 03-6012626

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 10, 2018

Organization ProfileN/A

View Organization Page

3 Gregory DriveSouth Burlington, VT 05403

(802) 864-4042

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.01x

Higher debt load relative to assets than 52% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

46th percentile

0.00x

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

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Net Margin

12th percentile

-30%

Higher net margin than 12% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

74th percentile

$76,785

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Asset Growth

7th percentile

-40%

Faster asset growth than 7% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

71st percentile

12%

Faster revenue growth than 71% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Down

$1,060,399

Down $699,716 (-40%) from 2016

Net Assets

Down

$1,050,261

Down $688,924 (-40%) from 2016

Liabilities

Down

$10,138

Down $10,792 (-52%) from 2016

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin12th percentile

Revenue

Up

$2,327,052

Up $249,469 (+12%) from 2016

Expenses

Down

$3,030,380

Down $465,673 (-13%) from 2016

Net Income

Up

-$703,328

Up $715,142 (+50%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2011: $4,662,433Liabilities 2011: $0Net Assets 2011: $4,662,4332011Assets 2012: $4,723,777Liabilities 2012: $513Net Assets 2012: $4,723,2642012Assets 2013: $4,383,686Liabilities 2013: $45,839Net Assets 2013: $4,337,8472013Assets 2014: $3,983,105Liabilities 2014: $4,296Net Assets 2014: $3,978,8092014Assets 2015: $3,298,775Liabilities 2015: $4,884Net Assets 2015: $3,293,8912015Assets 2016: $1,760,115Liabilities 2016: $20,930Net Assets 2016: $1,739,1852016Assets 2017: $1,060,399Liabilities 2017: $10,138Net Assets 2017: $1,050,2612017Assets 2018: $656,078Liabilities 2018: $2,969Net Assets 2018: $653,1092018Assets 2019: $564,294Liabilities 2019: $482,559Net Assets 2019: $81,7352019Assets 2020: $379,833Liabilities 2020: $642,933Net Assets 2020: -$263,1002020Assets 2021: $175,789Liabilities 2021: $344,813Net Assets 2021: -$169,0242021Assets 2022: $538,508Liabilities 2022: $292,912Net Assets 2022: $245,5962022Assets 2023: $660,794Liabilities 2023: $279,688Net Assets 2023: $381,1062023Assets 2024: $514,374Liabilities 2024: $54,831Net Assets 2024: $459,5432024Assets 2025: $463,051Liabilities 2025: $42,804Net Assets 2025: $420,2472025

Highlighted filing

2017

Assets$1,060,399
Liabilities$10,138
Net Assets$1,050,261
Open 2017 Filing

Operations Trend

Revenue Growth71st percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $1,865,924Expenses 2011: $1,884,676Net Income 2011: -$18,7522011Expenses 2012: $2,038,6092012Revenue 2013: $1,886,042Expenses 2013: $2,468,598Net Income 2013: -$582,5562013Revenue 2014: $2,147,976Expenses 2014: $2,700,191Net Income 2014: -$552,2152014Revenue 2015: $2,549,569Expenses 2015: $3,123,587Net Income 2015: -$574,0182015Revenue 2016: $2,077,583Expenses 2016: $3,496,053Net Income 2016: -$1,418,4702016Revenue 2017: $2,327,052Expenses 2017: $3,030,380Net Income 2017: -$703,3282017Revenue 2018: $2,350,895Expenses 2018: $2,748,047Net Income 2018: -$397,1522018Revenue 2019: $2,245,240Expenses 2019: $2,816,614Net Income 2019: -$571,3742019Revenue 2020: $241,814Expenses 2020: $586,649Net Income 2020: -$344,8352020Revenue 2021: $196,421Expenses 2021: $102,345Net Income 2021: $94,0762021Revenue 2022: $485,774Expenses 2022: $71,154Net Income 2022: $414,6202022Revenue 2023: $213,347Expenses 2023: $77,837Net Income 2023: $135,5102023Revenue 2024: $164,799Expenses 2024: $86,362Net Income 2024: $78,4372024Revenue 2025: $227,014Expenses 2025: $266,310Net Income 2025: -$39,2962025

Highlighted filing

2017

Revenue$2,327,052
Expenses$3,030,380
Net Income-$703,328
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 10, 2018
Return Version
2016v3.0
Gross Receipts
$2,327,052
Mission and Program Overview

Mission

To provide health and welfare benefits to members of the united association of plumbers and pipefitters local 693.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$889,977$530,262▼ $359,715
Savings and Temporary Cash Investments$444,144$0▼ $444,144
Accounts Receivable$228,100$282,345▲ $54,245
Cash and Non-Interest-Bearing Accounts$197,894$247,792▲ $49,898
Total Assets$1,760,115$1,060,399▼ $699,716
Liabilities
Accounts Payable and Accrued Expenses$20,930$10,138▼ $10,792
Total Liabilities$20,930$10,138▼ $10,792
Net Assets / Fund Balance
Unrestricted Net Assets$1,739,185$1,050,261▼ $688,924
Total Net Assets Fund Balance$1,739,185$1,050,261▼ $688,924
Total Liabilities and Net Assets / Fund Balance$1,760,115$1,060,399▼ $699,716

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$530,262--
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleOtherTotal
Jeff PotvinTrustee$76,785$76,785
Ann RossTrustee$72,189$72,189

Board Members and Trustees

NameTitle
Adam TarrTrustee
Ernie WheelerTrustee
James DeuellTrustee
LIAM O'FARRELLTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,320,315
Investment Income
$6,737
Other Revenue
$0
Change in Net Assets
$-703,328

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,327,052
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$14,404
Total Revenue per Audited Statements
$2,341,456
Total Revenue per Form 990
$2,327,052
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$521,451
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$2,508,929
Other Expenses---$112,542
Total Functional Expenses$0$0$0$3,030,380

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,030,380
Total Expenses per Audited Statements$3,030,380
Total Expenses per Form 990$3,030,380
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Audit committee
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The 990 is reviewed by the administrator of the plan and numbers are compared to the internal accounting records of the plan after year-end journal entries are received by the auditor.”

Form 990, Part VI, Section C, Line 19

“Following the audit completion, the summary annual report of the fund provided by the auditors is mailed to all participants.”

Filing and Contact Details

Filer

Filer Name
Plumbers & Pipefitters Local 693 H&w
EIN
03-6012626
Phone
8028644042
Address
3 GREGORY DRIVE, SOUTH BURLINGTON, VT 05403

Signing Officer

Name
Connie Fellion
Title
Trustee
Phone
8028644042
Signed
2018-02-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Potvin
Formed
1966
Legal Domicile
Vt
Voting Board Members
6
Independent Board Members
6
Employees
3
Volunteers
0

Preparer

Firm
Mcsoley Mccoy & Co
Address
118 TILLEY DRIVE STE 202, SOUTH BURLINGTON, VT 05403
Preparer
Connie Fellion
Phone
8026581808
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“3accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the applicable taxing authorities. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of june 30, 2014, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax period in progress. The plan administrator believes it is no longer subject to income tax examinations for years prior to june 30, 2014.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“BENEFIT RECOVERY FUND”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“BENEFIT RECOVERY FUND”

Raw XML Appendix334 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt020930
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt010138
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IRS990/AccountsReceivableGrp/EOYAmt0282345
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO MEMBERS OF THE UNITED ASSOCIATION OF PLUMBERS AND PIPEFITTERS LOCAL 693.
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt02508929
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IRS990/Desc0THE ORGANIZATION PROVIDES HEALTH, DENTAL, SHORT-TERM DISABLILTY AND DEATH BENEFITS COVERING ALL LOCAL 693 MEMBERS WHO HAVE WORKED 500 HOURS AND WHO MEET CERTAIN SEMI-ANNUAL WORK-HOUR MINIUMUMS.
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IRS990/Form990PartVIISectionAGrp/PersonNm0ANN ROSS
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IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
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IRS990/FSAuditedInd01
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02327052
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
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IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
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IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SEE PART I, LINE 1
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IRS990/NondeductibleContributionsInd00
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt03ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF JUNE 30, 2014, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIOD IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO JUNE 30, 2014.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1BENEFIT RECOVERY FUND
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2BENEFIT RECOVERY FUND
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0530262
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IRS990ScheduleD/TotalRevenuePerForm990Amt02327052
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS REVIEWED BY THE ADMINISTRATOR OF THE PLAN AND NUMBERS ARE COMPARED TO THE INTERNAL ACCOUNTING RECORDS OF THE PLAN AFTER YEAR-END JOURNAL ENTRIES ARE RECEIVED BY THE AUDITOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FOLLOWING THE AUDIT COMPLETION, THE SUMMARY ANNUAL REPORT OF THE FUND PROVIDED BY THE AUDITORS IS MAILED TO ALL PARTICIPANTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PLUMBERS AND PIPEFITTERS LOCAL 693
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0030210219
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0VT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LABOR ORGANIZATION PROVIDING TRAINING AND EMPLOYEMENT FOR MEMBERS
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IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt01060399
IRS990/TotalAssetsGrp/BOYAmt01760115
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IRS990/TotalCompGreaterThan150KInd00
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IRS990/TotalGrossUBIAmt00
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IRS990/VotingMembersGoverningBodyCnt06
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
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ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-10
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm012:33:39
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0030327374
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCSOLEY MCCOY & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0118 TILLEY DRIVE STE 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTH BURLINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd005403
ReturnHeader/PreparerPersonGrp/PhoneNum08026581808
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CONNIE FELLION
ReturnHeader/ReturnTs02018-02-14T13:25:53-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,060,399
Liabilities
$10,138
Net assets
$1,050,261
Revenue
$2,327,052
Expenses
$3,030,380
Net income
-$703,328
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.46$0.04$0.42$0.23$0.27$0.04
2024Detailed filing. Detailed filing data is available for this year.$0.51$0.05$0.46$0.16$0.09$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.66$0.28$0.38$0.21$0.08$0.14
2022Detailed filing. Detailed filing data is available for this year.$0.54$0.29$0.25$0.49$0.07$0.41
2021Detailed filing. Detailed filing data is available for this year.$0.18$0.34$0.17$0.20$0.10$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.38$0.64$0.26$0.24$0.59$0.34
2019Detailed filing. Detailed filing data is available for this year.$0.56$0.48$0.08$2.25$2.82$0.57
2018Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.65$2.35$2.75$0.40
2017Detailed filing. Detailed filing data is available for this year.$1.06$0.01$1.05$2.33$3.03$0.70
2016Detailed filing. Detailed filing data is available for this year.$1.76$0.02$1.74$2.08$3.50$1.42
2015Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.29$2.55$3.12$0.57
2014Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$2.15$2.70$0.55
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.38$0.05$4.34$1.89$2.47$0.58
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.72$0.00$4.72$2.04
2011Summary only. Only limited summary data is available for this year.$4.66$0.00$4.66$1.87$1.88$0.02