Civic Intelligence

Kentucky Laborers District Council Health & Welfare Fund

990 • Fiscal year 2010 • EIN 23-7017526

Jan 01, 2010 to Dec 31, 2010 • Filed on Aug 04, 2011

Organization ProfileN/A

View Organization Page

1996 By-pass South40342
Siviq Scores

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

Liabilities / Assets

30th percentile

0.01x

Higher debt load relative to assets than 30% of similar nonprofits.

2010 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2010

Asset Growth

Score unavailable

No value available

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

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets30th percentile

Assets

$22,354,678

No earlier filing loaded for comparison.

Net Assets

$22,193,989

No earlier filing loaded for comparison.

Liabilities

$160,689

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$17,836,068

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60M$40M$20M$0Assets 2010: $22,354,678Liabilities 2010: $160,689Net Assets 2010: $22,193,9892010Assets 2011: $21,336,869Liabilities 2011: $352,766Net Assets 2011: $20,984,1032011Assets 2012: $22,287,649Liabilities 2012: $249,617Net Assets 2012: $22,038,0322012Assets 2013: $26,507,845Liabilities 2013: $451,679Net Assets 2013: $26,056,1662013Assets 2014: $30,755,128Liabilities 2014: $479,680Net Assets 2014: $30,275,4482014Assets 2015: $31,342,881Liabilities 2015: $365,069Net Assets 2015: $30,977,8122015Assets 2016: $30,410,044Liabilities 2016: $794,074Net Assets 2016: $29,615,9702016Assets 2017: $25,865,286Liabilities 2017: $1,124,846Net Assets 2017: $24,740,4402017Assets 2018: $23,016,317Liabilities 2018: $1,029,134Net Assets 2018: $21,987,1832018Assets 2019: $25,441,958Liabilities 2019: $554,884Net Assets 2019: $24,887,0742019Assets 2020: $29,767,609Liabilities 2020: $504,319Net Assets 2020: $29,263,2902020Assets 2021: $33,038,279Liabilities 2021: $523,870Net Assets 2021: $32,514,4092021Assets 2022: $33,958,983Liabilities 2022: $713,812Net Assets 2022: $33,245,1712022Assets 2023: $38,623,854Liabilities 2023: $943,267Net Assets 2023: $37,680,5872023Assets 2024: $46,212,126Liabilities 2024: $884,937Net Assets 2024: $45,327,1892024

Highlighted filing

2010

Assets$22,354,678
Liabilities$160,689
Net Assets$22,193,989
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30M$20M$10M$0-$10MExpenses 2010: $17,836,0682010Expenses 2011: $17,737,5612011Expenses 2012: $17,670,5022012Revenue 2013: $20,289,685Expenses 2013: $17,124,489Net Income 2013: $3,165,1962013Revenue 2014: $24,242,238Expenses 2014: $20,571,389Net Income 2014: $3,670,8492014Revenue 2015: $24,917,863Expenses 2015: $24,082,914Net Income 2015: $834,9492015Revenue 2016: $23,963,585Expenses 2016: $25,564,374Net Income 2016: -$1,600,7892016Revenue 2017: $23,666,505Expenses 2017: $28,493,988Net Income 2017: -$4,827,4832017Revenue 2018: $22,823,152Expenses 2018: $24,559,100Net Income 2018: -$1,735,9482018Revenue 2019: $26,135,968Expenses 2019: $21,784,972Net Income 2019: $4,350,9962019Revenue 2020: $20,435,553Expenses 2020: $16,143,807Net Income 2020: $4,291,7462020Revenue 2021: $19,470,039Expenses 2021: $15,816,062Net Income 2021: $3,653,9772021Revenue 2022: $20,361,283Expenses 2022: $18,431,465Net Income 2022: $1,929,8182022Revenue 2023: $24,714,024Expenses 2023: $21,672,695Net Income 2023: $3,041,3292023Revenue 2024: $28,873,743Expenses 2024: $22,606,614Net Income 2024: $6,267,1292024

Highlighted filing

2010

Revenue-
Expenses$17,836,068
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Aug 4, 2011
Return Version
2010v3.4
Gross Receipts
$20,891,559
Mission and Program Overview

Mission

Employee benefit plan providing accident, sickness, vision, dental, death and accidental death & dismemberment benefits for active participants and accident, sickness, vision, dental and death benefits for retired participants.

Filing and Contact Details

Filer

EIN
23-7017526
Raw XML Appendix366 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/GeneralExplanation/Explanation0THE FORM 990 IS PREPARED BY THE FUND AUDITOR. IT IS REVIEWED BY THE FUND ATTORNEY, FUND CONSULTANT AND FUND ADMINISTRATOR PRIOR TO PRESENTATION TO THE BOARD OF TRUSTEES. THE BOARD OF TRUSTEES THEN REVIEW THE FORM 990 BEFORE APPROVAL AND SIGNING. AFTER APPROVAL AND EXECUTION BY BOARD OF TRUSTEES, THE FORM 990 IS FILED. (IN THIS CASE, IT IS E-FILED BY THE FUND AUDITOR)
IRS990ScheduleO/GeneralExplanation/Explanation1EACH TRUSTEE OR EMPLOYEE OF THE FUND HAS THE DUTY TO DISCLOSE ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST. EACH TRUSTEE OR EMPLOYEE MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE TRUSTEES DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, THE BOARD OF TRUSTEES WILL DISCUSS AND VOTE TO DETERMINE IF A CONFLICT OF INTEREST EXISTS. IF A CONFLICT OF INTEREST IS DETERMINED TO EXIST, THE CHAIRPERSON OF THE BOARD OF TRUSTEES SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIAGE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. THE BOARD OF TRUSTEES SHALL THEN DETERMINE WHETHER THE FUND CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE BOARD OF TRUSTEES SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED TRUSTES WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE FUND'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE.
IRS990ScheduleO/GeneralExplanation/Explanation2IN DETERMINING WAGE INCREASES FOR FUND EMPLOYEES, THE TRUSTEES REVIEW THE CURRENT AND PROJECTED FINANCIAL STATUS OF THE FUND, INCLUDING CURRENT AND PROJECTED ADMINISTRATIVE COSTS, AND TAKE INTO CONSIDERATION THE WAGES FOR SIMILAR POSITIONS IN OTHER TAFT-HARTLEY TRUST FUNDS, PROJECTED COST OF LIVING TRENDS, AND EMPLOYEES' WORK HISTORIES AND JOB PERFORMANCES. THE TRUSTEES HAVE ALSO IMPLEMENTED A POLICY WHEREIN THE ADMINISTRATOR WILL PERFORM ANNUAL JOB PERFORMANCE REVIEWS FOR EACH FUND EMPLOYEE. THE FUND TRUSTEES DO NOT RECEIVE COMPENSATION OF ANY KIND. THERE IS NO CEO, EXECUTIVE DIRECTOR OR TOP MANAGEMENT OFFICIAL OF THIS FUND.
IRS990ScheduleO/GeneralExplanation/Explanation3THEY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation4NET UNREALIZED GAINS ON INVESTMENTS: 459,772.
IRS990ScheduleO/GeneralExplanation/Explanation5THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. THE FUND'S ADMINISTRATOR AND ASSISTANT DIRECTOR CONTINUE TO OVERSEE THE AUDIT PROCESS OF ITS FINANCIAL STATEMENTS. HOWEVER, THE FULL BOARD OF TRUSTEES FOR THE FUND ASSUMES RESPONSIBILITY FOR THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE BOARD OF TRUSTEES REVIEWS AND APPROVES ALL MONTHLY FINANCIAL STATEMENTS AT THEIR QUARTERLY MEETINGS AND REVIEWS THE ANNUAL FINANCIAL REPORT AT A QUARTERLY MEETING.
IRS990ScheduleO/GeneralExplanation/Identifier0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/Identifier1CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/Identifier2FORM 990, PART XI, LINE 2C
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART XI, LINE 5:
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IRS990/TransactionRelatedEntity00
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome00
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy01
IRS990/YearFormation01967
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0237017526
ReturnHeader/Filer/Name/BusinessNameLine10KENTUCKY LABORERS DISTRICT COUNCIL
ReturnHeader/Filer/Name/BusinessNameLine20HEALTH & WELFARE FUND
ReturnHeader/Filer/NameControl0KENT
ReturnHeader/Filer/Phone05028398166
ReturnHeader/Filer/USAddress/AddressLine101996 BY-PASS SOUTH
ReturnHeader/Filer/USAddress/City0LAWRENCEBURG
ReturnHeader/Filer/USAddress/State0KY
ReturnHeader/Filer/USAddress/ZIPCode040342
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02011-08-04
ReturnHeader/Officer/Name0JAMES BLEVINS
ReturnHeader/Officer/Phone05028398166
ReturnHeader/Officer/Title0CHAIRMAN
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10MOUNTJOY CHILTON MEDLEY LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10462 S FOURTH ST 2000 MEIDINGER TOWE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0LOUISVILLE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0KY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0402023445
ReturnHeader/Preparer/Name0REBECCA L PHILLIPS CPA
ReturnHeader/Preparer/Phone05027491900
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02010-01-01
ReturnHeader/TaxPeriodEndDate02010-12-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-08-08T07:39:11-05:00

Document Assets

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Filings

Displayed year

2010 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$22,354,678
Liabilities
$160,689
Net assets
$22,193,989
Revenue
-
Expenses
$17,836,068
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$46.2$0.88$45.3$28.9$22.6$6.27
2023Detailed filing. Detailed filing data is available for this year.$38.6$0.94$37.7$24.7$21.7$3.04
2022Detailed filing. Detailed filing data is available for this year.$34.0$0.71$33.2$20.4$18.4$1.93
2021Detailed filing. Detailed filing data is available for this year.$33.0$0.52$32.5$19.5$15.8$3.65
2020Detailed filing. Detailed filing data is available for this year.$29.8$0.50$29.3$20.4$16.1$4.29
2019Detailed filing. Detailed filing data is available for this year.$25.4$0.55$24.9$26.1$21.8$4.35
2018Detailed filing. Detailed filing data is available for this year.$23.0$1.03$22.0$22.8$24.6$1.74
2017Detailed filing. Detailed filing data is available for this year.$25.9$1.12$24.7$23.7$28.5$4.83
2016Detailed filing. Detailed filing data is available for this year.$30.4$0.79$29.6$24.0$25.6$1.60
2015Detailed filing. Detailed filing data is available for this year.$31.3$0.37$31.0$24.9$24.1$0.83
2014Detailed filing. Detailed filing data is available for this year.$30.8$0.48$30.3$24.2$20.6$3.67
2013Detailed filing. Detailed filing data is available for this year.$26.5$0.45$26.1$20.3$17.1$3.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.3$0.25$22.0$17.7
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.3$0.35$21.0$17.7
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.4$0.16$22.2$17.8