Civic Intelligence

Ua Local Union No 125 H&W Fund

990 • Fiscal year 2014 • EIN 23-7004205

May 01, 2013 to Apr 30, 2014 • Filed on Feb 24, 2015

Organization ProfileN/A
1831 16th Ave SW52404

(319) 362-7977

Siviq Scores

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

Liabilities / Assets

37th percentile

0.01x

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

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.01x

Higher debt load relative to revenue than 36% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Net Margin

77th percentile

19%

Higher net margin than 77% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

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.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Asset Growth

81st percentile

18%

Faster asset growth than 81% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$16,539,820

Up $2,497,878 (+18%) from 2013

Net Assets

Up

$16,400,586

Up $2,564,952 (+19%) from 2013

Liabilities

Down

$139,234

Down $67,074 (-33%) from 2013

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin77th percentile

Revenue

$11,067,384

No earlier filing loaded for comparison.

Expenses

Down

$9,019,263

Down $1,123,586 (-11%) from 2013

Net Income

$2,048,121

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$60M$40M$20M$0-$20MAssets 2010: $10,952,663Liabilities 2010: $12,624,793Net Assets 2010: -$1,672,1302010Assets 2011: $11,421,651Liabilities 2011: $14,472,484Net Assets 2011: -$3,050,8332011Assets 2012: $12,216,748Liabilities 2012: $289,265Net Assets 2012: $11,927,4832012Assets 2013: $14,041,942Liabilities 2013: $206,308Net Assets 2013: $13,835,6342013Assets 2014: $16,539,820Liabilities 2014: $139,234Net Assets 2014: $16,400,5862014Assets 2015: $19,192,416Liabilities 2015: $1,146,105Net Assets 2015: $18,046,3112015Assets 2016: $18,006,740Liabilities 2016: $1,014,522Net Assets 2016: $16,992,2182016Assets 2017: $20,241,688Liabilities 2017: $323,755Net Assets 2017: $19,917,9332017Assets 2018: $21,383,556Liabilities 2018: $37,627Net Assets 2018: $21,345,9292018Assets 2019: $21,062,271Liabilities 2019: $90,198Net Assets 2019: $20,972,0732019Assets 2020: $20,142,387Liabilities 2020: $83,927Net Assets 2020: $20,058,4602020Assets 2021: $27,983,644Liabilities 2021: $118,007Net Assets 2021: $27,865,6372021Assets 2022: $31,419,781Liabilities 2022: $108,498Net Assets 2022: $31,311,2832022Assets 2023: $38,620,141Liabilities 2023: $160,984Net Assets 2023: $38,459,1572023Assets 2024: $46,343,486Liabilities 2024: $156,548Net Assets 2024: $46,186,9382024Assets 2025: $53,316,570Liabilities 2025: $113,040Net Assets 2025: $53,203,5302025

Highlighted filing

2014

Assets$16,539,820
Liabilities$139,234
Net Assets$16,400,586
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30M$20M$10M$0-$10MExpenses 2010: $10,658,8992010Expenses 2011: $12,023,9832011Expenses 2012: $9,898,7252012Expenses 2013: $10,142,8492013Revenue 2014: $11,067,384Expenses 2014: $9,019,263Net Income 2014: $2,048,1212014Revenue 2015: $13,035,243Expenses 2015: $11,568,848Net Income 2015: $1,466,3952015Revenue 2016: $13,636,805Expenses 2016: $14,356,416Net Income 2016: -$719,6112016Revenue 2017: $15,337,991Expenses 2017: $13,557,225Net Income 2017: $1,780,7662017Revenue 2018: $14,473,678Expenses 2018: $13,772,315Net Income 2018: $701,3632018Revenue 2019: $16,527,493Expenses 2019: $16,917,544Net Income 2019: -$390,0512019Revenue 2020: $16,746,044Expenses 2020: $16,069,698Net Income 2020: $676,3462020Revenue 2021: $17,717,153Expenses 2021: $14,381,006Net Income 2021: $3,336,1472021Revenue 2022: $18,589,909Expenses 2022: $12,638,239Net Income 2022: $5,951,6702022Revenue 2023: $21,387,534Expenses 2023: $13,268,081Net Income 2023: $8,119,4532023Revenue 2024: $22,508,158Expenses 2024: $16,199,747Net Income 2024: $6,308,4112024Revenue 2025: $23,980,148Expenses 2025: $18,035,101Net Income 2025: $5,945,0472025

Highlighted filing

2014

Revenue$11,067,384
Expenses$9,019,263
Net Income$2,048,121
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2013 to Apr 30, 2014
Signed
Feb 24, 2015
Return Version
2013v4.0
Gross Receipts
$13,373,559
Mission and Program Overview

Mission

Provide health & welfare benefits to members

Provide health & welfare benefits for members

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$13,835,634$16,400,586▲ $2,564,952
Investments in Publicly Traded Securities-$13,444,111-
Investments Other Securities$12,481,569$1,518,632▼ $10,962,937
Accounts Receivable$1,057,796$1,142,969▲ $85,173
Savings and Temporary Cash Investments$441,832$351,395▼ $90,437
Land, Buildings, and Equipment, Net$33,750$30,073▼ $3,677
Receivable From Disqualified Prsn$14,556$22,889▲ $8,333
Prepaid Expenses and Deferred Charges$12,439$16,362▲ $3,923
Cash and Non-Interest-Bearing Accounts$0$13,389▲ $13,389
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$14,041,942$16,539,820▲ $2,497,878
Liabilities
Accounts Payable and Accrued Expenses$80,258$110,573▲ $30,315
Other Liabilities$96,465$0▼ $96,465
Deferred Revenue$29,585$28,661▼ $924
Total Liabilities$206,308$139,234▼ $67,074
Net Assets / Fund Balance
Total Net Assets Fund Balance$13,835,634$16,400,586▲ $2,564,952
Total Liabilities and Net Assets / Fund Balance$14,041,942$16,539,820▲ $2,497,878

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$19,471$280,670$300,141
Other Land Buildings$1,855$165,394$167,249
Equipment$8,747$84,467$93,214
Other Securities$1,518,632--
Compensation and Service Providers
Top Officer Pay46th percentile

Board Members and Trustees

NameTitle
Robert HavlikChairman
Benny ReigerTrustee
Bret BreckeTrustee
Dave AlataloTrustee
Pat EllisonTrustee
Pat NultyTrustee
Ray DochtermanTrustee
Tammy MusserTrustee
Brian MartinAlternate
Dave HustonAlternate
Joe OckenfelsAlternate
Joe PerroneAlternate
Ken BurnsSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Eastern Iowa Fringe Benefits Fund INCAdministrative Services-$243,525
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$10,737,786
Investment Income
$45,961
Other Revenue
$283,637
Change in Net Assets
$2,048,121

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,051,384
Revenue Not Reported on Financial Statements
$16,000
Revenue Not Reported on Form 990
$516,831
Total Revenue per Audited Statements
$11,568,215
Total Revenue per Form 990
$11,067,384
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$603,809
Salaries, Compensation, and Employee Benefits$276,226
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$8,139,228
Other Salaries and Wages---$251,968
Fees for Services Legal---$119,369
Office Expenses---$91,144
Fees for Services Other---$79,242
Fees for Services Accounting---$74,839
Occupancy---$25,394
Payroll Taxes---$20,861
Fees for Service Investment Mgmnt Fees---$16,000
All Other Expenses---$13,607
Information Technology---$11,906
Insurance---$11,561
Depreciation Depletion---$7,785
Conferences and Meetings---$4,842
Other Expenses---$3,611
Pension Plan Contributions---$3,397
Advertising---$400
Travel---$58
Interest---$41
Total Functional Expenses$0$0$0$9,019,263

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$9,019,263
Expenses per Audited Statements$9,003,263
Total Expenses per Audited Statements$9,003,263
Expenses Not Reported on Financial Statements$16,000
Expenses Not Reported on Form 990$0
International Activity

International Summary

Offices
0
Employees
0
Spending
$1,500,000

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanInvestment in Cayman Island Expempted Company-00$1,500,000
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons$14,556$22,889▲ $8,333
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
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 4

“The fund restated its trust agreement and declaration of trust to incorporate amendments made over the years since the original trust document in 1967.”

Form 990, Part VI, Section B, Line 11

“A copy of the draft return will be provided to the organization's trustees. Once questions are resolved the organization's independent tax preparer, cliftonlarsonallen llp, will electronically file the form 990 with the irs.”

Form 990, Part VI, Section C, Line 19

“The governing documents and the financial statements are available upon request. The organization does not have a written conflict of interest policy.”

Filing and Contact Details

Filer

EIN
23-7004205
Phone
3193627977

Signing Officer

Name
Robert Havlik
Title
Chairman of the Board
Phone
3193627977
Signed
2015-02-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Havlik
Formed
1967
Legal Domicile
Ia
Voting Board Members
8
Independent Board Members
8
Employees
4
Volunteers
13

Preparer

Preparer
Stacy Meyer
Phone
6123764500
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“This process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan administrator believes it is no longer subject to income tax examinations for years prior to 2011.”

Raw XML AppendixShowing 400 of 564 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/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE HEALTH & WELFARE BENEFITS TO MEMBERS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt013835634
IRS990/NetAssetsOrFundBalancesEOYAmt016400586
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-163938
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-163938
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0516831
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt025394
IRS990/OfficeExpensesGrp/TotalAmt091144
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MEDICAL ADMINISTRATIVE
IRS990/OtherExpensesGrp/Desc1BANK EXPENSES
IRS990/OtherExpensesGrp/Desc2MICROFILMING
IRS990/OtherExpensesGrp/Desc3REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/TotalAmt0121114
IRS990/OtherExpensesGrp/TotalAmt111866
IRS990/OtherExpensesGrp/TotalAmt211030
IRS990/OtherExpensesGrp/TotalAmt33611
IRS990/OtherLiabilitiesGrp/BOYAmt096465
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0EIFBF ADMINISTRATIVE FEES
IRS990/OtherRevenueMiscGrp/ExclusionAmt0283637
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0283637
IRS990/OtherRevenueTotalAmt0283637
IRS990/OtherSalariesAndWagesGrp/TotalAmt0251968
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt020861
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt03397
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt012439
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt016362
IRS990/PrincipalOfficerNm0ROBERT HAVLIK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt010737786
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt010737786
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt09346520
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0346787
IRS990/PYOtherExpensesAmt0526920
IRS990/PYOtherRevenueAmt0290771
IRS990/PYProgramServiceRevenueAmt010644414
IRS990/PYRevenuesLessExpensesAmt01139123
IRS990/PYSalariesCompEmpBnftPaidAmt0269409
IRS990/PYTotalExpensesAmt010142849
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt011281972
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt014556
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt022889
IRS990/ReconcilationRevenueExpnssAmt02048121
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt013835634
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt016400586
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0441832
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0351395
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt08747
IRS990ScheduleD/EquipmentGrp/DepreciationAmt084467
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt093214
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt016000
IRS990ScheduleD/ExpensesSubtotalAmt09003263
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt016000
IRS990ScheduleD/InvestmentExpensesNotIncldAmt016000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt019471
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0280670
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0300141
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0516831
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01855
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0165394
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0167249
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01518632
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CAYMAN ISLAND EXEMPTED COMPANY
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0516831
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt016000
IRS990ScheduleD/RevenueSubtotalAmt011051384
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2011.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt030073
IRS990ScheduleD/TotalBookValueSecuritiesAmt01518632
IRS990ScheduleD/TotalExpensesPerForm990Amt09019263
IRS990ScheduleD/TotalRevenuePerForm990Amt011067384
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt011568215
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt09003263
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt01500000
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0CENTRAL AMERICA AND THE CARIBBEAN
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0INVESTMENT IN CAYMAN ISLAND EXPEMPTED COMPANY
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinutationTotalEmployeeCnt00
IRS990ScheduleF/ContinutationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd01
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd01
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt01500000
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt01500000
IRS990ScheduleF/TransferToForeignCorpInd01
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt022889
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine10NORTHERN IOWA MECHANICAL
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0LATE CONTRIBUTIONS
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt014556
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0CONTRIBUTING EMPLOYER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd00
IRS990ScheduleL/TotalBalanceDueAmt022889
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FUND RESTATED ITS TRUST AGREEMENT AND DECLARATION OF TRUST TO INCORPORATE AMENDMENTS MADE OVER THE YEARS SINCE THE ORIGINAL TRUST DOCUMENT IN 1967.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE DRAFT RETURN WILL BE PROVIDED TO THE ORGANIZATION'S TRUSTEES. ONCE QUESTIONS ARE RESOLVED THE ORGANIZATION'S INDEPENDENT TAX PREPARER, CLIFTONLARSONALLEN LLP, WILL ELECTRONICALLY FILE THE FORM 990 WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING DOCUMENTS AND THE FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE ORGANIZATION DOES NOT HAVE A WRITTEN CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd01
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine10UA LOCAL UNION NO 125 H&W FUND
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0421395230
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0IA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct01.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0THIRD PARTY ADMINISTRATOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine10EASTERN IOWA FRINGE BENEFITS FUND INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine11ACE REFRIGERATION INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine12BASSETT INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine13BOWKER MECHANICAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine14FRANK MILLARD & CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine15GEORGE KONDORA PLUMBING & HEATING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine16ILTENS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine17JOHNSON CONTROLS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine18MCCANN MECHANICAL INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine19MMC MECHANICAL CONTRACTOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine110PIRKL PLUMBING & HEATING INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine111ALL TEMP REFRIGERATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine112AUGUST WINTER & SONS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine113BA GRIFFIN INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine114BG BRECKE INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine115CLIMATE ENGINEERS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine116DAY MECHANICAL SYSTEMS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine117MARICK INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine118MECHANICAL SERVICE INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine119PIPERS MECHANICAL INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine120PIPE PRO INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine121PORTZEN CONSTRUCTION INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine122ROSS L W & SONS

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$16,539,820
Liabilities
$139,234
Net assets
$16,400,586
Revenue
$11,067,384
Expenses
$9,019,263
Net income
$2,048,121
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$53.3$0.11$53.2$24.0$18.0$5.95
2024Detailed filing. Detailed filing data is available for this year.$46.3$0.16$46.2$22.5$16.2$6.31
2023Detailed filing. Detailed filing data is available for this year.$38.6$0.16$38.5$21.4$13.3$8.12
2022Detailed filing. Detailed filing data is available for this year.$31.4$0.11$31.3$18.6$12.6$5.95
2021Detailed filing. Detailed filing data is available for this year.$28.0$0.12$27.9$17.7$14.4$3.34
2020Detailed filing. Detailed filing data is available for this year.$20.1$0.08$20.1$16.7$16.1$0.68
2019Detailed filing. Detailed filing data is available for this year.$21.1$0.09$21.0$16.5$16.9$0.39
2018Detailed filing. Detailed filing data is available for this year.$21.4$0.04$21.3$14.5$13.8$0.70
2017Detailed filing. Detailed filing data is available for this year.$20.2$0.32$19.9$15.3$13.6$1.78
2016Detailed filing. Detailed filing data is available for this year.$18.0$1.01$17.0$13.6$14.4$0.72
2015Detailed filing. Detailed filing data is available for this year.$19.2$1.15$18.0$13.0$11.6$1.47
2014Detailed filing. Detailed filing data is available for this year.$16.5$0.14$16.4$11.1$9.02$2.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.0$0.21$13.8$10.1
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.2$0.29$11.9$9.90
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.4$14.5$3.05$12.0
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.0$12.6$1.67$10.7