Civic Intelligence

Plumbers & Pipefitters Local 693 Health & Welfare Fund

990 • Fiscal year 2018 • EIN 03-6012626

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 09, 2019

Organization ProfileN/A

View Organization Page

3 Gregory DriveSouth Burlington, VT 05403

(802) 864-4042

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$656,078

Flat from 2018

Net Assets

Flat

$653,109

Flat from 2018

Liabilities

Flat

$2,969

Flat from 2018

Revenue And Expenses

Revenue

Flat

$2,350,895

Flat from 2018

Expenses

Flat

$2,748,047

Flat from 2018

Net Income

Flat

-$397,152

Flat from 2018

Historical Trend

Balance Sheet Trend

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 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

2018

Assets$656,078
Liabilities$2,969
Net Assets$653,109
Open 2018 Filing

Operations Trend

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 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

2018

Revenue$2,350,895
Expenses$2,748,047
Net Income-$397,152
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 9, 2019
Return Version
2017v2.3
Gross Receipts
$2,350,895
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
Accounts Receivable$282,345$365,953▲ $83,608
Cash and Non-Interest-Bearing Accounts$247,792$158,314▼ $89,478
Investments Other Securities$530,262$131,811▼ $398,451
Total Assets$1,060,399$656,078▼ $404,321
Liabilities
Accounts Payable and Accrued Expenses$10,138$2,969▼ $7,169
Total Liabilities$10,138$2,969▼ $7,169
Net Assets / Fund Balance
Unrestricted Net Assets$1,050,261$653,109▼ $397,152
Total Net Assets Fund Balance$1,050,261$653,109▼ $397,152
Total Liabilities and Net Assets / Fund Balance$1,060,399$656,078▼ $404,321

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$131,811--
Compensation and Service Providers

Employees

NameTitleOtherTotal
Jeff PotvinTrustee$78,894$78,894
Greg GoveTrustee$48,824$48,824
Ann RossTrustee$31,272$31,272

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,349,181
Investment Income
$1,714
Other Revenue
$0
Change in Net Assets
$-397,152

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,350,895
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,350,895
Total Revenue per Form 990
$2,350,895
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$533,899
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---$2,214,148
Other Expenses---$99,628
Total Functional Expenses$0$0$0$2,748,047

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,748,047
Total Expenses per Audited Statements$2,748,047
Total Expenses per Form 990$2,748,047
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
Jeff Potvin
Title
Trustee
Phone
8028644042
Signed
2019-01-09
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
4
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, 2015.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“BENEFIT RECOVERY FUND”

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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/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, 2015.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1BENEFIT RECOVERY FUND
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FOLLOWING THE AUDIT COMPLETION, THE SUMMARY ANNUAL REPORT OF THE FUND PROVIDED BY THE AUDITORS IS MAILED TO ALL PARTICIPANTS.
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IRS990/TotalProgramServiceRevenueAmt02349181
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01714
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02349181
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02350895
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01060399
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0656078
IRS990/TotReportableCompRltdOrgAmt0129862
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01050261
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0653109
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03 GREGORY DRIVE
IRS990/USAddress/CityNm0SOUTH BURLINGTON
IRS990/USAddress/StateAbbreviationCd0VT
IRS990/USAddress/ZIPCd005403
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF POTVIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08028644042
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLUMBERS & PIPEFITTERS LOCAL 693 H&W
ReturnHeader/Filer/BusinessNameControlTxt0PLUM
ReturnHeader/Filer/EIN0036012626
ReturnHeader/Filer/PhoneNum08028644042
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ReturnHeader/Filer/USAddress/CityNm0SOUTH BURLINGTON
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02019-01-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm011:10:43
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/ReturnTs02019-01-09T13:50:49-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$656,078
Liabilities
$2,969
Net assets
$653,109
Revenue
$2,350,895
Expenses
$2,748,047
Net income
-$397,152
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
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