Civic Intelligence

Plumbers & Pipefitters Local 520 H&W Fund C/O Path Administrators

990 • Fiscal year 2016 • EIN 23-6280075

May 01, 2015 to Apr 30, 2016 • Filed on Feb 11, 2017

Organization ProfileN/A

View Organization Page

4785 Linglestown Road Suite 200Harrisburg, PA 17012

(717) 671-8551

Siviq Scores

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

Liabilities / Assets

41st percentile

0.02x

Higher debt load relative to assets than 41% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

37th percentile

0.02x

Higher debt load relative to revenue than 37% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Net Margin

20th percentile

-7.7%

Higher net margin than 20% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Asset Growth

16th percentile

-7.3%

Faster asset growth than 16% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

20th percentile

-6.3%

Faster revenue growth than 20% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets41st percentile

Assets

Down

$20,899,903

Down $1,640,266 (-7.3%) from 2015

Net Assets

Down

$20,552,370

Down $1,741,560 (-7.8%) from 2015

Liabilities

Up

$347,533

Up $101,294 (+41%) from 2015

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin20th percentile

Revenue

Down

$19,246,058

Down $1,287,732 (-6.3%) from 2015

Expenses

Up

$20,723,627

Up $60,582 (+0.3%) from 2015

Net Income

Down

-$1,477,569

Down $1,348,314 (-1043%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$40M$30M$20M$10M$0Assets 2010: $18,747,995Liabilities 2010: $199,228Net Assets 2010: $18,548,7672010Assets 2011: $20,499,776Liabilities 2011: $367,264Net Assets 2011: $20,132,5122011Assets 2012: $23,402,000Liabilities 2012: $937,157Net Assets 2012: $22,464,8432012Assets 2013: $21,778,050Liabilities 2013: $92,961Net Assets 2013: $21,685,0892013Assets 2014: $22,285,499Liabilities 2014: $89,740Net Assets 2014: $22,195,7592014Assets 2015: $22,540,169Liabilities 2015: $246,239Net Assets 2015: $22,293,9302015Assets 2016: $20,899,903Liabilities 2016: $347,533Net Assets 2016: $20,552,3702016Assets 2017: $22,094,949Liabilities 2017: $1,071,959Net Assets 2017: $21,022,9902017Assets 2018: $23,636,967Liabilities 2018: $958,836Net Assets 2018: $22,678,1312018Assets 2019: $22,892,768Liabilities 2019: $1,839,044Net Assets 2019: $21,053,7242019Assets 2020: $17,098,203Liabilities 2020: $667,261Net Assets 2020: $16,430,9422020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021Assets 2022: $22,911,632Liabilities 2022: $326,263Net Assets 2022: $22,585,3692022Assets 2023: $23,938,945Liabilities 2023: $241,635Net Assets 2023: $23,697,3102023Assets 2024: $27,789,457Liabilities 2024: $154,559Net Assets 2024: $27,634,8982024Assets 2025: $31,445,340Liabilities 2025: $95,694Net Assets 2025: $31,349,6462025

Highlighted filing

2016

Assets$20,899,903
Liabilities$347,533
Net Assets$20,552,370
Open 2016 Filing

Operations Trend

Revenue Growth20th percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $14,967,3092010Expenses 2011: $15,454,3882011Expenses 2012: $16,488,3312012Expenses 2013: $17,707,1642013Revenue 2014: $18,659,912Expenses 2014: $17,505,949Net Income 2014: $1,153,9632014Revenue 2015: $20,533,790Expenses 2015: $20,663,045Net Income 2015: -$129,2552015Revenue 2016: $19,246,058Expenses 2016: $20,723,627Net Income 2016: -$1,477,5692016Revenue 2017: $21,971,238Expenses 2017: $22,021,358Net Income 2017: -$50,1202017Revenue 2018: $29,575,068Expenses 2018: $27,829,345Net Income 2018: $1,745,7232018Revenue 2019: $21,410,905Expenses 2019: $23,342,968Net Income 2019: -$1,932,0632019Revenue 2020: $20,926,895Expenses 2020: $24,921,850Net Income 2020: -$3,994,9552020Revenue 2021: $23,538,629Expenses 2021: $18,315,597Net Income 2021: $5,223,0322021Revenue 2022: $25,169,868Expenses 2022: $23,150,794Net Income 2022: $2,019,0742022Revenue 2023: $23,299,631Expenses 2023: $22,246,568Net Income 2023: $1,053,0632023Revenue 2024: $26,521,331Expenses 2024: $23,164,867Net Income 2024: $3,356,4642024Revenue 2025: $28,695,286Expenses 2025: $24,209,078Net Income 2025: $4,486,2082025

Highlighted filing

2016

Revenue$19,246,058
Expenses$20,723,627
Net Income-$1,477,569
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2015 to Apr 30, 2016
Signed
Feb 11, 2017
Return Version
2015v3.0
Gross Receipts
$38,393,358
Mission and Program Overview

Mission

Provide health and other benefits to eligible participants in the construction industry in central Pennsylvania covered by collective bargaining agreements.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$18,281,004$17,917,482▼ $363,522
Accounts Receivable$3,896,059$2,285,385▼ $1,610,674
Cash and Non-Interest-Bearing Accounts$311,078$653,194▲ $342,116
Savings and Temporary Cash Investments$51,444$43,401▼ $8,043
Prepaid Expenses and Deferred Charges$584$441▼ $143
Total Assets$22,540,169$20,899,903▼ $1,640,266
Liabilities
Accounts Payable and Accrued Expenses$246,239$347,533▲ $101,294
Total Liabilities$246,239$347,533▲ $101,294
Net Assets / Fund Balance
Unrestricted Net Assets$22,293,930$20,552,370▼ $1,741,560
Total Net Assets Fund Balance$22,293,930$20,552,370▼ $1,741,560
Total Liabilities and Net Assets / Fund Balance$22,540,169$20,899,903▼ $1,640,266
Compensation and Service Providers
Top Officer Pay41st percentile

Board Members and Trustees

NameTitle
-Management T
James EvelandManagement T
William SponaugleManagement T
Donald R EldridgeUnion Truste
Frank KellyUnion Truste
Todd RayUnion Truste

Highest Paid Contractors

ContractorServicesLocationCompensation
Path AdministratorsPlan Admin.4785 LINGLESTOWN ROAD SUITE 200, Harrisburg, PA 17112$407,284
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$18,854,001
Investment Income
$392,057
Other Revenue
$0
Change in Net Assets
$-1,477,569

Audited Revenue Reconciliation

Revenue per Audited Statements
$19,246,058
Revenue Not Reported on Form 990
$-263,991
Total Revenue per Audited Statements
$18,982,067
Total Revenue per Form 990
$19,246,058
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,536,084
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---$18,187,543
Fees for Services Legal---$96,417
Fees for Services Accounting---$85,106
Fees for Service Investment Mgmnt Fees---$34,937
Fees for Services Other---$28,825
Other Expenses---$15,247
Conferences and Meetings---$3,244
Insurance---$1,490
All Other Expenses---$895
Total Functional Expenses$0$0$0$20,723,627

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$20,723,627
Total Expenses per Audited Statements$20,723,627
Total Expenses per Form 990$20,723,627
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
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The organization provided a copy of the 990 to the trustees before filing.”

Form 990, Page 6, Part VI, Line 19

“The organization does not make these items available for public inspection.”

Filing and Contact Details

Filer

Filer Name
Plumbers & Pipefitters Local 520
EIN
23-6280075
Address
4785 LINGLESTOWN ROAD SUITE 200, HARRISBURG, PA 17012

Signing Officer

Name
Todd Ray
Title
Management Trustee
Signed
2017-02-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Todd Ray
Formed
1958
Legal Domicile
Pa
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Brown Schultz Sheridan & Fritz
Address
210 GRANDVIEW AVE, CAMP HILL, PA 17011-1706
Preparer
Kevin Kateluzos
Phone
7177617171
Raw XML Appendix348 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION PROVIDED A COPY OF THE 990 TO THE TRUSTEES BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT MAKE THESE ITEMS AVAILABLE FOR PUBLIC INSPECTION.
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1PLUMBERS & PIPEFITTERS LOCAL 520
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine2Txt0PENSION PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine2Txt1ANNUITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0251793698
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1236489357
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1401A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PENS. PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1RETIREMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt04785 LINGLESTOWN ROAD SUITE 200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt14785 LINGLESTOWN ROAD SUITE 200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0HARRISBURG
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1HARRISBURG
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd017112
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd117112
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt022540169
IRS990/TotalAssetsEOYAmt020899903
IRS990/TotalAssetsGrp/BOYAmt022540169
IRS990/TotalAssetsGrp/EOYAmt020899903
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt020723627
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0246239
IRS990/TotalLiabilitiesEOYAmt0347533
IRS990/TotalLiabilitiesGrp/BOYAmt0246239
IRS990/TotalLiabilitiesGrp/EOYAmt0347533
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt022293930
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt020552370
IRS990/TotalProgramServiceRevenueAmt018854001
IRS990/TotalRevenueGrp/ExclusionAmt0392057
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt018854001
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt019246058
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt022540169
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt020899903
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt022293930
IRS990/UnrestrictedNetAssetsGrp/EOYAmt020552370
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04785 LINGLESTOWN ROAD SUITE 200
IRS990/USAddress/CityNm0HARRISBURG
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd017012
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TODD RAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGEMENT TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLUMBERS & PIPEFITTERS LOCAL 520
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0H&W FUND C/O PATH ADMINISTRATORS
ReturnHeader/Filer/BusinessNameControlTxt0PLUM
ReturnHeader/Filer/EIN0236280075
ReturnHeader/Filer/USAddress/AddressLine1Txt04785 LINGLESTOWN ROAD SUITE 200
ReturnHeader/Filer/USAddress/CityNm0HARRISBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017012
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251644159
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BROWN SCHULTZ SHERIDAN & FRITZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0210 GRANDVIEW AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CAMP HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0170111706
ReturnHeader/PreparerPersonGrp/PhoneNum07177617171
ReturnHeader/PreparerPersonGrp/PreparationDt02017-03-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN KATELUZOS
ReturnHeader/ReturnTs02017-03-13T16:40:33-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-05-01
ReturnHeader/TaxPeriodEndDt02016-04-30
ReturnHeader/TaxYr02015

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Filings

Displayed year

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

Open filing
Assets
$20,899,903
Liabilities
$347,533
Net assets
$20,552,370
Revenue
$19,246,058
Expenses
$20,723,627
Net income
-$1,477,569
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$31.4$0.10$31.3$28.7$24.2$4.49
2024Detailed filing. Detailed filing data is available for this year.$27.8$0.15$27.6$26.5$23.2$3.36
2023Detailed filing. Detailed filing data is available for this year.$23.9$0.24$23.7$23.3$22.2$1.05
2022Detailed filing. Detailed filing data is available for this year.$22.9$0.33$22.6$25.2$23.2$2.02
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$23.5$18.3$5.22
2020Detailed filing. Detailed filing data is available for this year.$17.1$0.67$16.4$20.9$24.9$3.99
2019Detailed filing. Detailed filing data is available for this year.$22.9$1.84$21.1$21.4$23.3$1.93
2018Detailed filing. Detailed filing data is available for this year.$23.6$0.96$22.7$29.6$27.8$1.75
2017Detailed filing. Detailed filing data is available for this year.$22.1$1.07$21.0$22.0$22.0$0.05
2016Detailed filing. Detailed filing data is available for this year.$20.9$0.35$20.6$19.2$20.7$1.48
2015Detailed filing. Detailed filing data is available for this year.$22.5$0.25$22.3$20.5$20.7$0.13
2014Detailed filing. Detailed filing data is available for this year.$22.3$0.09$22.2$18.7$17.5$1.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.8$0.09$21.7$17.7
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.4$0.94$22.5$16.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.5$0.37$20.1$15.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.7$0.20$18.5$15.0