Civic Intelligence

Vermont Plumbers & Pipefitters Labor Management Fund

990EZ • Fiscal year 2018 • EIN 20-2941698

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 23, 2019

Organization ProfileN/A
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

97th percentile

0.52x

Higher debt load relative to assets than 97% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

99th percentile

1.25x

Higher debt load relative to revenue than 99% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Net Margin

1st percentile

-190%

Higher net margin than 1% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Asset Growth

6th percentile

-32%

Faster asset growth than 6% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

4th percentile

-40%

Faster revenue growth than 4% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$285,675

Down $133,817 (-32%) from 2017

Net Assets

Down

$138,208

Down $228,510 (-62%) from 2017

Liabilities

Up

$147,467

Up $94,693 (+179%) from 2017

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin1st percentile

Revenue

Down

$118,340

Down $78,250 (-40%) from 2017

Expenses

Up

$343,018

Up $263,713 (+333%) from 2017

Net Income

Down

-$224,678

Down $341,963 (-292%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$600K$400K$200K$0-$200KAssets 2011: $260,447Liabilities 2011: $130,400Net Assets 2011: $130,0472011Assets 2012: $368,268Liabilities 2012: $262,050Net Assets 2012: $106,2182012Assets 2013: $416,053Liabilities 2013: $244,030Net Assets 2013: $172,0232013Assets 2014: $404,708Liabilities 2014: $472,953Net Assets 2014: -$68,2452014Assets 2015: $438,096Liabilities 2015: $394,526Net Assets 2015: $43,5702015Assets 2016: $293,154Liabilities 2016: $42,188Net Assets 2016: $250,9662016Assets 2017: $419,492Liabilities 2017: $52,774Net Assets 2017: $366,7182017Assets 2018: $285,675Liabilities 2018: $147,467Net Assets 2018: $138,2082018Assets 2019: $269,581Liabilities 2019: $51,736Net Assets 2019: $217,8452019Assets 2020: $282,288Liabilities 2020: $52,708Net Assets 2020: $229,5802020Assets 2021: $259,374Liabilities 2021: $76,522Net Assets 2021: $182,8522021Assets 2022: $301,070Liabilities 2022: $58,744Net Assets 2022: $242,3262022Assets 2023: $246,451Liabilities 2023: $40,807Net Assets 2023: $205,6442023Assets 2024: $246,420Liabilities 2024: $44,586Net Assets 2024: $201,8342024

Highlighted filing

2018

Assets$285,675
Liabilities$147,467
Net Assets$138,208
Open 2018 Filing

Operations Trend

Revenue Growth4th percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $193,099Expenses 2011: $164,495Net Income 2011: $28,6042011Revenue 2012: $246,533Expenses 2012: $270,362Net Income 2012: -$23,8292012Revenue 2013: $245,397Expenses 2013: $179,592Net Income 2013: $65,8052013Revenue 2014: $274,476Expenses 2014: $514,744Net Income 2014: -$240,2682014Revenue 2015: $259,491Expenses 2015: $148,155Net Income 2015: $111,3362015Revenue 2016: $245,951Expenses 2016: $52,449Net Income 2016: $193,5022016Revenue 2017: $196,590Expenses 2017: $79,305Net Income 2017: $117,2852017Revenue 2018: $118,340Expenses 2018: $343,018Net Income 2018: -$224,6782018Revenue 2019: $110,854Expenses 2019: $31,217Net Income 2019: $79,6372019Revenue 2020: $104,622Expenses 2020: $81,825Net Income 2020: $22,7972020Revenue 2021: $128,829Expenses 2021: $170,844Net Income 2021: -$42,0152021Revenue 2022: $134,950Expenses 2022: $75,667Net Income 2022: $59,2832022Revenue 2023: $139,273Expenses 2023: $45,955Net Income 2023: $93,3182023Revenue 2024: $178,528Expenses 2024: $182,338Net Income 2024: -$3,8102024

Highlighted filing

2018

Revenue$118,340
Expenses$343,018
Net Income-$224,678
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 23, 2019
Return Version
2017v2.3
Gross Receipts
$118,340
Mission and Program Overview

Mission

The fund seeks avenues to provide work opportunities for plumbers and pipefitter members and employers and to insure that these workers remain competitive and efficient.

Program Services

DescriptionGrantsExpenses
THE FUND SEEKS AVENUES TO PROVIDE WORK OPPORTUNITIES FOR PLUMBERS AND PIPEFITTER MEMBERS AND EMPLOYERS AND TO INSURE THAT THESE WORKERS REMAIN COMPETITIVE AND EFFICIENT.$0$0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LIAM O'FARRELLTrustee-$0--
ERNIE WHEELERTrustee-$0--
ADAM TARRTrustee-$0--
GARY CONETrustee-$0--
GREG GOVETrustee-$0--
ANN ROSSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Vermont Plumbers & Pipefitters Labor
EIN
20-2941698
Phone
8028644042
Address
3 GREGORY DRIVE, SOUTH BURLINGTON, VT 05403

Signing Officer

Name
Jeffrey Potvin
Title
Trustee
Phone
8028644042
Signed
2019-04-23
Discuss with paid preparer
Yes

Preparer

Firm
Novak Francella LLC
Address
ONE PRESIDENTIAL BLVD SUITE 330, BALA CYNWYD, PA 19004
Preparer
Louis Verzella CPA
Phone
6106689400
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest. Amount: 236. Description: dividends. Amount: 4,489. Total included on form 990-ez, line 4: 4,725.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: insurance. Amount: 550. Description: fringe benefits assistance. Amount: 312,900. Total to form 990-ez, line 16: 313,450.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: unrealized loss. Amount: -3,832.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: contributions receivable. Beg. Of year amount: 15,929. End of year amount: 18,106.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: fringe benefit assistance payable. Beg. Of year amount: 51,700. End of year amount: 145,400. Description: account payable. Beg. Of year amount: 1,074. End of year amount: 2,067.”

Raw XML Appendix141 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MR JEFFREY POTVIN
IRS990EZ/BooksInCareOfDetail/PhoneNum08028644042
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03 GREGORY DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SOUTH BURLINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd005403
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0403563
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0267569
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-224678
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05803
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0419492
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0285675
IRS990EZ/GrossReceiptsAmt0118340
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt04725
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0366718
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0138208
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0366718
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0138208
IRS990EZ/OccupancyRentUtltsAndMaintAmt0841
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LIAM O'FARRELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ERNIE WHEELER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ADAM TARR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GARY CONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GREG GOVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANN ROSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt015929
IRS990EZ/OtherAssetsTotalDetail/EOYAmt018106
IRS990EZ/OtherChangesInNetAssetsAmt0-3832
IRS990EZ/OtherExpensesTotalAmt0313450
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE FUND SEEKS AVENUES TO PROVIDE WORK OPPORTUNITIES FOR PLUMBERS AND PIPEFITTER MEMBERS AND EMPLOYERS AND TO INSURE THAT THESE WORKERS REMAIN COMPETITIVE AND EFFICIENT.
IRS990EZ/PrintingPublicationsPostageAmt0987
IRS990EZ/ProgramServiceRevenueAmt0113615
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE FUND SEEKS AVENUES TO PROVIDE WORK OPPORTUNITIES FOR PLUMBERS AND PIPEFITTER MEMBERS AND EMPLOYERS AND TO INSURE THAT THESE WORKERS REMAIN COMPETITIVE AND EFFICIENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt021937
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt052774
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0147467
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0343018
IRS990EZ/TotalRevenueAmt0118340
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 236. DESCRIPTION: DIVIDENDS. AMOUNT: 4,489. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 4,725.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: INSURANCE. AMOUNT: 550. DESCRIPTION: FRINGE BENEFITS ASSISTANCE. AMOUNT: 312,900. TOTAL TO FORM 990-EZ, LINE 16: 313,450.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED LOSS. AMOUNT: -3,832.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: CONTRIBUTIONS RECEIVABLE. BEG. OF YEAR AMOUNT: 15,929. END OF YEAR AMOUNT: 18,106.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: FRINGE BENEFIT ASSISTANCE PAYABLE. BEG. OF YEAR AMOUNT: 51,700. END OF YEAR AMOUNT: 145,400. DESCRIPTION: ACCOUNT PAYABLE. BEG. OF YEAR AMOUNT: 1,074. END OF YEAR AMOUNT: 2,067.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY POTVIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08028644042
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VERMONT PLUMBERS & PIPEFITTERS LABOR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MANAGEMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0VERM
ReturnHeader/Filer/EIN0202941698
ReturnHeader/Filer/PhoneNum08028644042
ReturnHeader/Filer/USAddress/AddressLine1Txt03 GREGORY DRIVE
ReturnHeader/Filer/USAddress/CityNm0SOUTH BURLINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005403
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId019998950A844A1ED5F18EB360E4E9E4F9906FFA9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.211.205.39
ReturnHeader/FilingSecurityInformation/IPDt02019-04-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:19:36
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611436956
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NOVAK FRANCELLA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE PRESIDENTIAL BLVD SUITE 330
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BALA CYNWYD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019004
ReturnHeader/PreparerPersonGrp/PhoneNum06106689400
ReturnHeader/PreparerPersonGrp/PreparationDt02019-03-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LOUIS VERZELLA CPA
ReturnHeader/ReturnTs02019-04-23T15:20:40-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$285,675
Liabilities
$147,467
Net assets
$138,208
Revenue
$118,340
Expenses
$343,018
Net income
-$224,678
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.46$0.45$2.02$1.79$1.82$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.46$0.41$2.06$1.39$0.46$0.93
2022Detailed filing. Detailed filing data is available for this year.$3.01$0.59$2.42$1.35$0.76$0.59
2021Detailed filing. Detailed filing data is available for this year.$2.59$0.77$1.83$1.29$1.71$0.42
2020Detailed filing. Detailed filing data is available for this year.$2.82$0.53$2.30$1.05$0.82$0.23
2019Detailed filing. Detailed filing data is available for this year.$2.70$0.52$2.18$1.11$0.31$0.80
2018Detailed filing. Detailed filing data is available for this year.$2.86$1.47$1.38$1.18$3.43$2.25
2017Detailed filing. Detailed filing data is available for this year.$4.19$0.53$3.67$1.97$0.79$1.17
2016Detailed filing. Detailed filing data is available for this year.$2.93$0.42$2.51$2.46$0.52$1.94
2015Detailed filing. Detailed filing data is available for this year.$4.38$3.95$0.44$2.59$1.48$1.11
2014Summary only. Only limited summary data is available for this year.$4.05$4.73$0.68$2.74$5.15$2.40
2013Summary only. Only limited summary data is available for this year.$4.16$2.44$1.72$2.45$1.80$0.66
2012Summary only. Only limited summary data is available for this year.$3.68$2.62$1.06$2.47$2.70$0.24
2011Summary only. Only limited summary data is available for this year.$2.60$1.30$1.30$1.93$1.64$0.29