Civic Intelligence

Boilermakers Local 83 Supplemental Health and Welfare Fund

990 • Fiscal year 2016 • EIN 20-5130170

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 06, 2017

Organization ProfileWWW.BML83SHW.ORG

View Organization Page

5910 E 86th StreetKansas City, MO 64138

(816) 523-8300

Siviq Scores

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

Liabilities / Assets

51st percentile

0.04x

Higher debt load relative to assets than 51% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

89th percentile

0.43x

Higher debt load relative to revenue than 89% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Net Margin

62nd percentile

7.4%

Higher net margin than 62% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Asset Growth

43rd percentile

1.6%

Faster asset growth than 43% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

72nd percentile

11%

Faster revenue growth than 72% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$14,438,913

Up $230,742 (+1.6%) from 2015

Net Assets

Up

$13,895,731

Up $219,211 (+1.6%) from 2015

Liabilities

Up

$543,182

Up $11,531 (+2.2%) from 2015

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin62nd percentile

Revenue

Up

$1,268,071

Up $129,694 (+11%) from 2015

Expenses

Up

$1,173,684

Up $50,033 (+4.5%) from 2015

Net Income

Up

$94,387

Up $79,661 (+541%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $10,081,274Liabilities 2010: $155,164Net Assets 2010: $9,926,1102010Assets 2011: $11,308,446Liabilities 2011: $252,005Net Assets 2011: $11,056,4412011Assets 2012: $12,728,686Liabilities 2012: $347,479Net Assets 2012: $12,381,2072012Assets 2013: $13,388,633Liabilities 2013: $309,223Net Assets 2013: $13,079,4102013Assets 2014: $14,336,095Liabilities 2014: $409,094Net Assets 2014: $13,927,0012014Assets 2015: $14,208,171Liabilities 2015: $531,651Net Assets 2015: $13,676,5202015Assets 2016: $14,438,913Liabilities 2016: $543,182Net Assets 2016: $13,895,7312016Assets 2017: $14,714,249Liabilities 2017: $517,654Net Assets 2017: $14,196,5952017Assets 2018: $14,207,794Liabilities 2018: $570,848Net Assets 2018: $13,636,9462018Assets 2019: $14,802,386Liabilities 2019: $550,676Net Assets 2019: $14,251,7102019Assets 2020: $15,192,713Liabilities 2020: $590,597Net Assets 2020: $14,602,1162020Assets 2021: $14,844,885Liabilities 2021: $544,979Net Assets 2021: $14,299,9062021Assets 2022: $12,703,164Liabilities 2022: $465,822Net Assets 2022: $12,237,3422022Assets 2023: $12,999,257Liabilities 2023: $390,120Net Assets 2023: $12,609,1372023Assets 2024: $13,701,611Liabilities 2024: $327,151Net Assets 2024: $13,374,4602024

Highlighted filing

2016

Assets$14,438,913
Liabilities$543,182
Net Assets$13,895,731
Open 2016 Filing

Operations Trend

Revenue Growth72nd percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $449,3932010Expenses 2011: $523,8302011Expenses 2012: $713,0232012Revenue 2013: $1,518,833Expenses 2013: $818,879Net Income 2013: $699,9542013Revenue 2014: $1,702,625Expenses 2014: $1,015,253Net Income 2014: $687,3722014Revenue 2015: $1,138,377Expenses 2015: $1,123,651Net Income 2015: $14,7262015Revenue 2016: $1,268,071Expenses 2016: $1,173,684Net Income 2016: $94,3872016Revenue 2017: $1,131,404Expenses 2017: $1,144,911Net Income 2017: -$13,5072017Revenue 2018: $1,269,282Expenses 2018: $1,269,408Net Income 2018: -$1262018Revenue 2019: $1,197,527Expenses 2019: $1,202,443Net Income 2019: -$4,9162019Revenue 2020: $1,038,721Expenses 2020: $1,300,163Net Income 2020: -$261,4422020Revenue 2021: $1,541,187Expenses 2021: $1,195,615Net Income 2021: $345,5722021Revenue 2022: $638,317Expenses 2022: $1,058,635Net Income 2022: -$420,3182022Revenue 2023: $691,637Expenses 2023: $952,168Net Income 2023: -$260,5312023Revenue 2024: $917,427Expenses 2024: $835,522Net Income 2024: $81,9052024

Highlighted filing

2016

Revenue$1,268,071
Expenses$1,173,684
Net Income$94,387
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 6, 2017
Return Version
2016v3.0
Gross Receipts
$3,293,276
Mission and Program Overview

Mission

To provide supplemental benefits to retired members of the boilermakers local union 83 and, in certain cases, to retired members of other boilermakers local unions working within the jurisdiction of local 83, who qualify for benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$13,755,338$14,309,143▲ $553,805
Savings and Temporary Cash Investments$401,992$77,988▼ $324,004
Accounts Receivable$35,629$36,194▲ $565
Prepaid Expenses and Deferred Charges$8,844$8,844→ $0
Cash and Non-Interest-Bearing Accounts$6,368$6,744▲ $376
Total Assets$14,208,171$14,438,913▲ $230,742
Liabilities
Other Liabilities$520,000$532,000▲ $12,000
Accounts Payable and Accrued Expenses$11,651$11,182▼ $469
Total Liabilities$531,651$543,182▲ $11,531
Net Assets / Fund Balance
Unrestricted Net Assets$13,676,520$13,895,731▲ $219,211
Total Net Assets Fund Balance$13,676,520$13,895,731▲ $219,211
Total Liabilities and Net Assets / Fund Balance$14,208,171$14,438,913▲ $230,742

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$14,309,143--
Compensation and Service Providers
Top Officer Pay46th percentile

Board Members and Trustees

NameTitle
Scot AlbertsonChairman
Tom DyeAlt Union Tr
David HerzogEmployer Tru
Tim LockeEmployer Tru
Sean BuffingtonSecretary-tr
Larry McmanamonUnion Truste
Scott CampbellUnion Truste
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$780,094
Investment Income
$487,977
Other Revenue
$0
Change in Net Assets
$94,387

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,268,071
Revenue Not Reported on Form 990
$124,824
Total Revenue per Audited Statements
$1,392,895
Total Revenue per Form 990
$1,268,071
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$112,490
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---$1,061,194
Fees for Services Management---$37,440
Fees for Service Investment Mgmnt Fees---$35,845
Fees for Services Accounting---$16,183
Insurance---$13,265
Office Expenses---$7,370
Fees for Services Legal---$2,387
Total Functional Expenses$0$0$0$1,173,684

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,173,684
Total Expenses per Audited Statements$1,173,684
Total Expenses per Form 990$1,173,684
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
Accrued Member Benefits$532,000
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“The organization has a board that makes the decisions as to the amount of benefits to be paid and to whom those benefits are to be paid. The participants of the organization become eligible each year, based on their years and hours of service.”

Form 990, Page 6, Part VI, Line 7A

“The board is nominated and elected by the board of local 83 on behalf of the members of local 83.”

Form 990, Page 6, Part VI, Line 7B

“The decisions of the board are monitored by local 83's board and the board has representatives from both the local and employers of the union members.”

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

“The original return is reviewed prior to being signed by joe lewandowski; business manager/financial secretary. A copy of the return is made available to each member of the governing body.”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Boilermakers Local 83 Supplemental
EIN
20-5130170
Phone
8165238300
Address
5910 E 86TH STREET, KANSAS CITY, MO 64138

Signing Officer

Name
Scot Albertson
Title
Chairman
Phone
8165238300
Signed
2017-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scot Albertson
Formed
2006
Legal Domicile
Mo
Voting Board Members
7
Independent Board Members
0
Employees
0

Preparer

Firm
Novak Birks Pc
Address
4600 MADISON AVE STE 120, KANSAS CITY, MO 64112-3003
Preparer
Jeffery L Vanek
Phone
8169316111
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To provide supplemental benefits to retired members of the boilermakers local union 83 and, in certain cases, to retired members of other boilermakers local unions working within the jurisdiction of local 83, who qualify for benefits.”

Raw XML Appendix300 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
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IRS990/Form990PartVIISectionAGrp/TitleTxt1ALT UNION TR
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IRS990/Form990PartVIISectionAGrp/TitleTxt4EMPLOYER TRU
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY-TR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE SUPPLEMENTAL BENEFITS TO RETIRED MEMBERS OF THE BOILERMAKERS LOCAL UNION 83 AND, IN CERTAIN CASES, TO RETIRED MEMBERS OF OTHER BOILERMAKERS LOCAL UNIONS WORKING WITHIN THE JURISDICTION OF LOCAL 83, WHO QUALIFY FOR BENEFITS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS A BOARD THAT MAKES THE DECISIONS AS TO THE AMOUNT OF BENEFITS TO BE PAID AND TO WHOM THOSE BENEFITS ARE TO BE PAID. THE PARTICIPANTS OF THE ORGANIZATION BECOME ELIGIBLE EACH YEAR, BASED ON THEIR YEARS AND HOURS OF SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD IS NOMINATED AND ELECTED BY THE BOARD OF LOCAL 83 ON BEHALF OF THE MEMBERS OF LOCAL 83.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE DECISIONS OF THE BOARD ARE MONITORED BY LOCAL 83'S BOARD AND THE BOARD HAS REPRESENTATIVES FROM BOTH THE LOCAL AND EMPLOYERS OF THE UNION MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORIGINAL RETURN IS REVIEWED PRIOR TO BEING SIGNED BY JOE LEWANDOWSKI; BUSINESS MANAGER/FINANCIAL SECRETARY. A COPY OF THE RETURN IS MADE AVAILABLE TO EACH MEMBER OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt014208171
IRS990/TotalAssetsEOYAmt014438913
IRS990/TotalAssetsGrp/BOYAmt014208171
IRS990/TotalAssetsGrp/EOYAmt014438913
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01173684
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0531651
IRS990/TotalLiabilitiesEOYAmt0543182
IRS990/TotalLiabilitiesGrp/BOYAmt0531651
IRS990/TotalLiabilitiesGrp/EOYAmt0543182
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt013676520
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt013895731
IRS990/TotalProgramServiceRevenueAmt0780094
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01268071
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01268071
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt014208171
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt014438913
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt013676520
IRS990/UnrestrictedNetAssetsGrp/EOYAmt013895731
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05910 E 86TH STREET
IRS990/USAddress/CityNm0KANSAS CITY
IRS990/USAddress/StateAbbreviationCd0MO
IRS990/USAddress/ZIPCd064138
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.BML83SHW.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOT ALBERTSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum08165238300
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BOILERMAKERS LOCAL 83 SUPPLEMENTAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH AND WELFARE PLAN
ReturnHeader/Filer/BusinessNameControlTxt0BOIL
ReturnHeader/Filer/EIN0205130170
ReturnHeader/Filer/PhoneNum08165238300
ReturnHeader/Filer/USAddress/AddressLine1Txt05910 E 86TH STREET
ReturnHeader/Filer/USAddress/CityNm0KANSAS CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd064138
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId035563FD370240C62C94559F0807B50B9BC50325B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F22D6332A5C43946E90B991C13D2DD8BAF206533
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431122456
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NOVAK BIRKS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04600 MADISON AVE STE 120
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0641123003
ReturnHeader/PreparerPersonGrp/PhoneNum08169316111
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFERY L VANEK
ReturnHeader/ReturnTs02017-11-06T08:07:16-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,438,913
Liabilities
$543,182
Net assets
$13,895,731
Revenue
$1,268,071
Expenses
$1,173,684
Net income
$94,387
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.7$0.33$13.4$0.92$0.84$0.08
2023Detailed filing. Detailed filing data is available for this year.$13.0$0.39$12.6$0.69$0.95$0.26
2022Detailed filing. Detailed filing data is available for this year.$12.7$0.47$12.2$0.64$1.06$0.42
2021Detailed filing. Detailed filing data is available for this year.$14.8$0.54$14.3$1.54$1.20$0.35
2020Detailed filing. Detailed filing data is available for this year.$15.2$0.59$14.6$1.04$1.30$0.26
2019Detailed filing. Detailed filing data is available for this year.$14.8$0.55$14.3$1.20$1.20$0.00
2018Detailed filing. Detailed filing data is available for this year.$14.2$0.57$13.6$1.27$1.27$0.00
2017Detailed filing. Detailed filing data is available for this year.$14.7$0.52$14.2$1.13$1.14$0.01
2016Detailed filing. Detailed filing data is available for this year.$14.4$0.54$13.9$1.27$1.17$0.09
2015Detailed filing. Detailed filing data is available for this year.$14.2$0.53$13.7$1.14$1.12$0.01
2014Detailed filing. Detailed filing data is available for this year.$14.3$0.41$13.9$1.70$1.02$0.69
2013Detailed filing. Detailed filing data is available for this year.$13.4$0.31$13.1$1.52$0.82$0.70
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.7$0.35$12.4$0.71
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.3$0.25$11.1$0.52
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.1$0.16$9.93$0.45