Civic Intelligence

Heavy & Highway Construction Health and Welfare Fund

990 • Fiscal year 2014 • EIN 23-1527636

May 01, 2013 to Apr 30, 2014 • Filed on Feb 13, 2015

Organization Profilewww.ldc-phila-vic.org/Member-Benefits

View Organization Page

PO Box 3700319122

(215) 765-4633

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.19x

Higher debt load relative to assets than 73% of similar nonprofits.

2014 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2014

Liabilities / Revenue

93rd percentile

0.58x

Higher debt load relative to revenue than 93% of similar nonprofits.

2014 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2014

Net Margin

77th percentile

17%

Higher net margin than 77% of similar nonprofits.

2014 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2014

Top Officer Pay

86th percentile

$264,404

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2014 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2014

Asset Growth

61st percentile

9.0%

Faster asset growth than 61% of similar nonprofits.

2014 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2013 to 2014

Revenue Growth

41st percentile

2.4%

Faster revenue growth than 41% of similar nonprofits.

2014 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2011 to 2014

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$78,116,652

Up $6,455,788 (+9.0%) from 2013

Net Assets

Up

$63,628,735

Up $5,905,282 (+10%) from 2013

Liabilities

Up

$14,487,917

Up $550,506 (+3.9%) from 2013

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin77th percentile

Revenue

$24,977,003

No earlier filing loaded for comparison.

Expenses

Down

$20,757,887

Down $1,453,658 (-6.5%) from 2013

Net Income

$4,219,116

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$300M$200M$100M$0Assets 2011: $62,310,665Liabilities 2011: $15,761,419Net Assets 2011: $46,549,2462011Assets 2012: $68,702,909Liabilities 2012: $15,288,770Net Assets 2012: $53,414,1392012Assets 2013: $71,660,864Liabilities 2013: $13,937,411Net Assets 2013: $57,723,4532013Assets 2014: $78,116,652Liabilities 2014: $14,487,917Net Assets 2014: $63,628,7352014Assets 2015: $89,924,673Liabilities 2015: $19,441,749Net Assets 2015: $70,482,9242015Assets 2016: $93,679,149Liabilities 2016: $42,905,590Net Assets 2016: $50,773,5592016Assets 2017: $106,764,979Liabilities 2017: $44,896,685Net Assets 2017: $61,868,2942017Assets 2018: $121,928,663Liabilities 2018: $50,938,298Net Assets 2018: $70,990,3652018Assets 2019: $140,773,543Liabilities 2019: $55,370,446Net Assets 2019: $85,403,0972019Assets 2020: $151,431,523Liabilities 2020: $68,039,989Net Assets 2020: $83,391,5342020Assets 2021: $179,109,184Liabilities 2021: $65,469,944Net Assets 2021: $113,639,2402021Assets 2022: $179,915,628Liabilities 2022: $58,028,023Net Assets 2022: $121,887,6052022Assets 2023: $183,987,483Liabilities 2023: $64,508,384Net Assets 2023: $119,479,0992023Assets 2024: $204,867,526Liabilities 2024: $78,678,273Net Assets 2024: $126,189,2532024Assets 2025: $222,395,176Liabilities 2025: $79,814,093Net Assets 2025: $142,581,0832025

Highlighted filing

2014

Assets$78,116,652
Liabilities$14,487,917
Net Assets$63,628,735
Open 2014 Filing

Operations Trend

Revenue Growth41st percentile

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

$60M$40M$20M$0-$20MRevenue 2011: $23,259,838Expenses 2011: $22,744,648Net Income 2011: $515,1902011Expenses 2012: $19,571,9162012Expenses 2013: $22,211,5452013Revenue 2014: $24,977,003Expenses 2014: $20,757,887Net Income 2014: $4,219,1162014Revenue 2015: $31,012,059Expenses 2015: $23,869,199Net Income 2015: $7,142,8602015Revenue 2016: $35,336,803Expenses 2016: $25,730,530Net Income 2016: $9,606,2732016Revenue 2017: $38,996,827Expenses 2017: $29,511,192Net Income 2017: $9,485,6352017Revenue 2018: $42,054,674Expenses 2018: $32,750,105Net Income 2018: $9,304,5692018Revenue 2019: $43,593,677Expenses 2019: $33,684,503Net Income 2019: $9,909,1742019Revenue 2020: $42,624,524Expenses 2020: $47,094,253Net Income 2020: -$4,469,7292020Revenue 2021: $43,881,354Expenses 2021: $27,703,692Net Income 2021: $16,177,6622021Revenue 2022: $39,100,445Expenses 2022: $22,939,914Net Income 2022: $16,160,5312022Revenue 2023: $40,970,316Expenses 2023: $35,593,089Net Income 2023: $5,377,2272023Revenue 2024: $51,115,211Expenses 2024: $32,150,624Net Income 2024: $18,964,5872024Revenue 2025: $52,115,037Expenses 2025: $33,211,986Net Income 2025: $18,903,0512025

Highlighted filing

2014

Revenue$24,977,003
Expenses$20,757,887
Net Income$4,219,116
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2013 to Apr 30, 2014
Signed
Feb 13, 2015
Return Version
2013v4.0
Gross Receipts
$53,935,403
Mission and Program Overview

Mission

The mission of laborers district council heavy and highway health and welfare fund is to provide medical benefits to members and their dependents of contributing employers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$57,723,453$63,628,735▲ $5,905,282
Investments in Publicly Traded Securities$59,601,953$63,049,313▲ $3,447,360
Savings and Temporary Cash Investments$8,563,716$10,079,067▲ $1,515,351
Accounts Receivable$2,975,873$3,016,878▲ $41,005
Prepaid Expenses and Deferred Charges$46,175$43,324▼ $2,851
Land, Buildings, and Equipment, Net$3,735$93▼ $3,642
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Cash and Non-Interest-Bearing Accounts$-66,335$-69,529▼ $3,194
Total Assets$71,660,864$78,116,652▲ $6,455,788
Other Assets Total$535,747$1,997,506▲ $1,461,759
Liabilities
Other Liabilities$11,908,366$12,130,748▲ $222,382
Accounts Payable and Accrued Expenses$2,029,045$2,357,169▲ $328,124
Total Liabilities$13,937,411$14,487,917▲ $550,506
Net Assets / Fund Balance
Total Net Assets Fund Balance$57,723,453$63,628,735▲ $5,905,282
Total Liabilities and Net Assets / Fund Balance$71,660,864$78,116,652▲ $6,455,788

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$93$129,325$129,418
Compensation and Service Providers
Top Officer Pay86th percentile

Board Members and Trustees

NameTitle
Charles SeravalliTrustee
Daniel L Woodall JrTrustee
James Harper JrTrustee
Jim DavisTrustee
Ryan BoyerTrustee
Vernon WoodallTrustee
Walter HigginsTrustee
Craig HoggstratenTrustee - P
Ricke FosterTrustee - P
Alan ParhamFund Coordinator

Highest Paid Contractors

ContractorServicesLocationCompensation
Keystone Health Plan EastMedical Adm Fees-$1,939,931
-Accounting Servcies-$111,739
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$23,105,522
Investment Income
$1,643,202
Other Revenue
$228,279
Change in Net Assets
$4,219,116

Audited Revenue Reconciliation

Revenue per Audited Statements
$24,737,317
Revenue Not Reported on Financial Statements
$239,686
Revenue Not Reported on Form 990
$1,686,166
Total Revenue per Audited Statements
$26,423,483
Total Revenue per Form 990
$24,977,003
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,852,707
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---$16,905,180
Insurance---$495,135
Fees for Service Investment Mgmnt Fees---$202,357
Fees for Services Legal---$168,685
All Other Expenses---$161,973
Fees for Services Accounting---$158,010
Information Technology---$54,018
Other Expenses---$49,343
Occupancy---$41,251
Fees for Services Other---$37,329
Office Expenses---$30,711
Conferences and Meetings---$23,453
Depreciation Depletion---$3,642
Total Functional Expenses$0$0$0$20,757,887

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$20,757,887
Expenses per Audited Statements$20,518,201
Total Expenses per Audited Statements$20,518,201
Expenses Not Reported on Financial Statements$239,686
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accumulated Eligiblity Credits$8,301,203
Health Claims Payable$3,670,396
Unsettled Investment Transactions$136,650
Claims Inurred But Not Reported$18,559
Income Received in Advance$3,940
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Daniel woodall, jr. And veronon woodall are brothers.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The 990 is reviewed by the fund coordinator, fund accountant and co-chairman trustees before filing. The 990 is then reviewed with the entire board at the next scheduled trustee meeting.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“All governing documents, financial statements and tax returns are available for inspection at the fund office upon request.”

Filing and Contact Details

Filer

EIN
23-1527636
Phone
2157654633

Signing Officer

Name
Alan Parham
Title
Fund Coordinator
Signed
2015-02-13
Discuss with paid preparer
Yes

Organization Details

Formed
1958
Legal Domicile
Pa
Voting Board Members
7
Independent Board Members
7
Employees
24

Preparer

Preparer
Ronald P Feldman CPA
Phone
2153793500
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“Management evaluated the fund's tax positions and concluded that the fund had maintained its tax exempt status and had taken no uncertain tax positions that require adjustment to the financial statements. Therefore, no provision or liability for income taxes has been included in the financial statements. At the present time, the fund is no longer subject to income tax examinations by the u.s. Federal, state or local tax authorities for years before 2011.”

Raw XML AppendixShowing 400 of 565 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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IRS990/MissionDesc0THE MISSION OF LABORERS DISTRICT COUNCIL HEAVY AND HIGHWAY HEALTH AND WELFARE FUND IS TO PROVIDE MEDICAL BENEFITS TO MEMBERS AND THEIR DEPENDENTS OF CONTRIBUTING EMPLOYERS.
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCUMULATED ELIGIBLITY CREDITS
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT EVALUATED THE FUND'S TAX POSITIONS AND CONCLUDED THAT THE FUND HAD MAINTAINED ITS TAX EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. AT THE PRESENT TIME, THE FUND IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2011.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DANIEL WOODALL, JR. AND VERONON WOODALL ARE BROTHERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS REVIEWED BY THE FUND COORDINATOR, FUND ACCOUNTANT AND CO-CHAIRMAN TRUSTEES BEFORE FILING. THE 990 IS THEN REVIEWED WITH THE ENTIRE BOARD AT THE NEXT SCHEDULED TRUSTEE MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND TAX RETURNS ARE AVAILABLE FOR INSPECTION AT THE FUND OFFICE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10LDC EDUCATION & TRAINING FUND OF PHILA

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$78,116,652
Liabilities
$14,487,917
Net assets
$63,628,735
Revenue
$24,977,003
Expenses
$20,757,887
Net income
$4,219,116
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$222$79.8$143$52.1$33.2$18.9
2024Detailed filing. Detailed filing data is available for this year.$205$78.7$126$51.1$32.2$19.0
2023Detailed filing. Detailed filing data is available for this year.$184$64.5$119$41.0$35.6$5.38
2022Detailed filing. Detailed filing data is available for this year.$180$58.0$122$39.1$22.9$16.2
2021Detailed filing. Detailed filing data is available for this year.$179$65.5$114$43.9$27.7$16.2
2020Detailed filing. Detailed filing data is available for this year.$151$68.0$83.4$42.6$47.1$4.47
2019Detailed filing. Detailed filing data is available for this year.$141$55.4$85.4$43.6$33.7$9.91
2018Detailed filing. Detailed filing data is available for this year.$122$50.9$71.0$42.1$32.8$9.30
2017Detailed filing. Detailed filing data is available for this year.$107$44.9$61.9$39.0$29.5$9.49
2016Detailed filing. Detailed filing data is available for this year.$93.7$42.9$50.8$35.3$25.7$9.61
2015Detailed filing. Detailed filing data is available for this year.$89.9$19.4$70.5$31.0$23.9$7.14
2014Detailed filing. Detailed filing data is available for this year.$78.1$14.5$63.6$25.0$20.8$4.22
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$71.7$13.9$57.7$22.2
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$68.7$15.3$53.4$19.6
2011Summary only. Only limited summary data is available for this year.$62.3$15.8$46.5$23.3$22.7$0.52