Civic Intelligence

Plumbers Union 178 Health & Welfare & Apprenticeship Trust

990 • Fiscal year 2018 • EIN 23-7001199

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 29, 2019

Organization ProfileN/A

View Organization Page

2501 W GrandSpringfield, MO 65802

(417) 869-0633

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.00x

Higher debt load relative to assets than 42% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

42nd percentile

0.00x

Higher debt load relative to revenue than 42% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Net Margin

75th percentile

20%

Higher net margin than 75% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Asset Growth

91st percentile

41%

Faster asset growth than 91% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

56th percentile

5.5%

Faster revenue growth than 56% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$2,653,772

Up $774,984 (+41%) from 2017

Net Assets

Up

$2,652,064

Up $774,984 (+41%) from 2017

Liabilities

Flat

$1,708

Flat from 2017

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin75th percentile

Revenue

Up

$3,944,449

Up $204,366 (+5.5%) from 2017

Expenses

Down

$3,169,464

Down $396,022 (-11%) from 2017

Net Income

Up

$774,985

Up $600,388 (+344%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $1,716,813Liabilities 2010: $1,708Net Assets 2010: $1,715,1052010Assets 2011: $1,323,554Liabilities 2011: $1,708Net Assets 2011: $1,321,8462011Assets 2012: $1,218,142Liabilities 2012: $101,708Net Assets 2012: $1,116,4342012Assets 2013: $1,519,879Liabilities 2013: $1,708Net Assets 2013: $1,518,1712013Assets 2014: $1,793,854Liabilities 2014: $1,708Net Assets 2014: $1,792,1462014Assets 2015: $1,414,444Liabilities 2015: $1,708Net Assets 2015: $1,412,7362015Assets 2016: $1,704,191Liabilities 2016: $1,708Net Assets 2016: $1,702,4832016Assets 2017: $1,878,788Liabilities 2017: $1,708Net Assets 2017: $1,877,0802017Assets 2018: $2,653,772Liabilities 2018: $1,708Net Assets 2018: $2,652,0642018Assets 2019: $3,054,935Liabilities 2019: $1,708Net Assets 2019: $3,053,2272019Assets 2020: $3,384,771Liabilities 2020: $1,708Net Assets 2020: $3,383,0632020Assets 2021: $3,356,379Liabilities 2021: $1,708Net Assets 2021: $3,354,6712021Assets 2022: $3,330,241Liabilities 2022: $1,708Net Assets 2022: $3,328,5332022Assets 2023: $3,971,547Liabilities 2023: $1,708Net Assets 2023: $3,969,8392023Assets 2024: $4,114,098Liabilities 2024: $1,708Net Assets 2024: $4,112,3902024

Highlighted filing

2018

Assets$2,653,772
Liabilities$1,708
Net Assets$2,652,064
Open 2018 Filing

Operations Trend

Revenue Growth56th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $3,782,5122010Expenses 2011: $4,537,1632011Expenses 2012: $3,667,8362012Expenses 2013: $3,546,4482013Revenue 2014: $5,301,413Expenses 2014: $5,027,438Net Income 2014: $273,9752014Revenue 2015: $3,915,033Expenses 2015: $4,294,443Net Income 2015: -$379,4102015Revenue 2016: $3,515,518Expenses 2016: $3,225,771Net Income 2016: $289,7472016Revenue 2017: $3,740,083Expenses 2017: $3,565,486Net Income 2017: $174,5972017Revenue 2018: $3,944,449Expenses 2018: $3,169,464Net Income 2018: $774,9852018Revenue 2019: $4,066,014Expenses 2019: $3,664,851Net Income 2019: $401,1632019Revenue 2020: $4,277,298Expenses 2020: $3,947,462Net Income 2020: $329,8362020Revenue 2021: $4,113,710Expenses 2021: $4,142,102Net Income 2021: -$28,3922021Revenue 2022: $4,367,056Expenses 2022: $4,393,194Net Income 2022: -$26,1382022Revenue 2023: $5,696,863Expenses 2023: $5,055,557Net Income 2023: $641,3062023Revenue 2024: $5,738,509Expenses 2024: $5,595,958Net Income 2024: $142,5512024

Highlighted filing

2018

Revenue$3,944,449
Expenses$3,169,464
Net Income$774,985
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 29, 2019
Return Version
2017v2.3
Gross Receipts
$3,944,449
Mission and Program Overview

Mission

Provide health and welfare benefits to local 178 members

Health and welfare benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,877,080$2,652,064▲ $774,984
Cash and Non-Interest-Bearing Accounts$1,756,808$2,530,718▲ $773,910
Savings and Temporary Cash Investments$121,980$123,054▲ $1,074
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,878,788$2,653,772▲ $774,984
Liabilities
Accounts Payable and Accrued Expenses$1,708$1,708→ $0
Total Liabilities$1,708$1,708→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,877,080$2,652,064▲ $774,984
Total Liabilities and Net Assets / Fund Balance$1,878,788$2,653,772▲ $774,984

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$20,667$20,667
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Bryan FielderTrustee
Daniel EdwardsTrustee
Michael GottTrustee
Michael JohnstonTrustee
Terry BrownTrustee
Mark MccartyBusiness Manager
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,937,134
Investment Income
$7,315
Other Revenue
$0
Change in Net Assets
$774,985

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,944,450
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,944,450
Total Revenue per Form 990
$3,944,450
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$87,755
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---$3,081,709
Fees for Services Accounting---$15,737
Office Expenses---$8,911
Other Expenses---$131
Total Functional Expenses$0$0$0$3,169,464

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,169,464
Total Expenses per Audited Statements$3,169,464
Total Expenses per Form 990$3,169,464
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 business manager for the health and welfare fund reviews the form 990 before filing the tax return.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Plumbers Union 178
EIN
23-7001199
Phone
4178690633
Address
2501 W GRAND, SPRINGFIELD, MO 65802

Signing Officer

Name
Mark Mccarty
Title
Business Manager
Phone
4178690633
Signed
2019-01-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Mccarty
Formed
1978
Legal Domicile
Mo
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
The Whitlock Company Llp
Address
3271 E BATTLEFIELD SUITE 300, SPRINGFIELD, MO 65804
Preparer
Eric Lampe
Phone
4178810145
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“ROUNDING -1.”

FORM 990, PART XII, LINE 2C:

“Process did not change from prior year”

Raw XML Appendix334 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01708
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01708
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0HEALTH AND WELFARE BENEFITS
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt03081709
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MARK MCCARTY
IRS990/BooksInCareOfDetail/PhoneNum04178690633
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02501 W GRAND
IRS990/BooksInCareOfDetail/USAddress/CityNm0SPRINGFIELD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990/BooksInCareOfDetail/USAddress/ZIPCd065802
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt01756808
IRS990/CashNonInterestBearingGrp/EOYAmt02530718
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt03081709
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt07315
IRS990/CYOtherExpensesAmt087755
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt03937134
IRS990/CYRevenuesLessExpensesAmt0774985
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt03169464
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03944449
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDE HEALTH AND WELFARE BENEFITS TO LOCAL 178 MEMBERS
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt015737
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0MARK MCCARTY
IRS990/Form990PartVIISectionAGrp/PersonNm1MICHAEL GOTT
IRS990/Form990PartVIISectionAGrp/PersonNm2TERRY BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm3BRYAN FIELDER
IRS990/Form990PartVIISectionAGrp/PersonNm4DANIEL EDWARDS
IRS990/Form990PartVIISectionAGrp/PersonNm5MICHAEL JOHNSTON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0BUSINESS MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01978
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03944449
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt07315
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07315
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt020667
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt020667
IRS990/LegalDomicileStateCd0MO
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE HEALTH AND WELFARE BENEFITS TO LOCAL 178 MEMBERS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01877080
IRS990/NetAssetsOrFundBalancesEOYAmt02652064
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt08911
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-1
IRS990/OtherExpensesGrp/Desc0REIMBURSED H&W
IRS990/OtherExpensesGrp/Desc1MISCELLANOUS EXPENSE
IRS990/OtherExpensesGrp/Desc2SERVICE FEES
IRS990/OtherExpensesGrp/TotalAmt061913
IRS990/OtherExpensesGrp/TotalAmt11063
IRS990/OtherExpensesGrp/TotalAmt2131
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MARK MCCARTY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0INSURANCE PREMIUMS AND
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03937134
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03937134
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt03478127
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt05400
IRS990/PYOtherExpensesAmt087359
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt03734683
IRS990/PYRevenuesLessExpensesAmt0174597
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt03565486
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03740083
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0774985
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01877080
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02652064
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0121980
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0123054
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt020667
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt020667
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03169464
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03944450
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt03169464
IRS990ScheduleD/TotalRevenuePerForm990Amt03944450
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03944450
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03169464
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BUSINESS MANAGER FOR THE HEALTH AND WELFARE FUND REVIEWS THE FORM 990 BEFORE FILING THE TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ROUNDING -1.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROCESS DID NOT CHANGE FROM PRIOR YEAR
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PLUMBERS UNION LOCAL 178 GENERAL FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0440377546
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LOCAL UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02501 W GRAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SPRINGFIELD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd065802
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt061913
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACTUAL
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0PLUMBERS UNION LOCAL 178 GENERAL FUND
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0P
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01878788
IRS990/TotalAssetsEOYAmt02653772
IRS990/TotalAssetsGrp/BOYAmt01878788
IRS990/TotalAssetsGrp/EOYAmt02653772
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt03169464
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01708
IRS990/TotalLiabilitiesEOYAmt01708
IRS990/TotalLiabilitiesGrp/BOYAmt01708
IRS990/TotalLiabilitiesGrp/EOYAmt01708
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01877080
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02652064
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt03937134
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt07315
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03937134
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03944449
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01878788
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02653772
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02501 W GRAND
IRS990/USAddress/CityNm0SPRINGFIELD
IRS990/USAddress/StateAbbreviationCd0MO
IRS990/USAddress/ZIPCd065802
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK MCCARTY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BUSINESS MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum04178690633
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLUMBERS UNION 178
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH & WELFARE & APPRENTICESHIP TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PLUM
ReturnHeader/Filer/EIN0237001199
ReturnHeader/Filer/PhoneNum04178690633
ReturnHeader/Filer/USAddress/AddressLine1Txt02501 W GRAND
ReturnHeader/Filer/USAddress/CityNm0SPRINGFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd065802
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId076F08F234D54CC0311FD0A096B5444885DCEF606
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.160.109.202
ReturnHeader/FilingSecurityInformation/IPDt02019-01-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:33:35
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431365401
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE WHITLOCK COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03271 E BATTLEFIELD SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SPRINGFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd065804
ReturnHeader/PreparerPersonGrp/PhoneNum04178810145
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC LAMPE
ReturnHeader/ReturnTs02019-01-31T10:33:23-06:00
ReturnHeader/ReturnTypeCd0990
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 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,653,772
Liabilities
$1,708
Net assets
$2,652,064
Revenue
$3,944,449
Expenses
$3,169,464
Net income
$774,985
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$5.74$5.60$0.14
2023Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$5.70$5.06$0.64
2022Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$4.37$4.39$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.36$0.00$3.35$4.11$4.14$0.03
2020Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$4.28$3.95$0.33
2019Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$4.07$3.66$0.40
2018Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$3.94$3.17$0.77
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.00$1.88$3.74$3.57$0.17
2016Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$3.52$3.23$0.29
2015Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$3.92$4.29$0.38
2014Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$5.30$5.03$0.27
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$0.00$1.52$3.55
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.10$1.12$3.67
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.32$0.00$1.32$4.54
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.72$0.00$1.72$3.78