Civic Intelligence

Local 52 Short Term Disability

EIN 23-7086384 • 501(c)9 • Montgomery, AL

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Profile

Collection of funds from employers and employees for employee benefits, purchase of insurance, and payment of claims.

PO Box 211105Montgomery, AL 36121-1105

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

31st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

38th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Net Margin

72nd percentile

13%

Higher net margin than 72% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

79th percentile

$163,600

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Asset Growth

64th percentile

10%

Faster asset growth than 64% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

82nd percentile

30%

Faster revenue growth than 82% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$9,590,548

Up $873,635 (+10%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$9,590,548

Up $873,635 (+10%) from 2023

Operations
Liabilities / Revenue38th percentileNet Margin72nd percentile

Revenue

Up

$5,313,963

Up $1,234,303 (+30%) from 2023

Expenses

Up

$4,611,875

Up $37,515 (+0.8%) from 2023

Net Income

Up

$702,088

Up $1,196,788 (+242%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2014: $6,987,872Liabilities 2014: $0Net Assets 2014: $6,987,8722014Assets 2015: $7,480,356Liabilities 2015: $0Net Assets 2015: $7,480,3562015Assets 2016: $7,876,102Liabilities 2016: $0Net Assets 2016: $7,876,1022016Assets 2017: $8,496,886Liabilities 2017: $0Net Assets 2017: $8,496,8862017Assets 2018: $8,310,881Liabilities 2018: $0Net Assets 2018: $8,310,8812018Assets 2019: $9,204,703Liabilities 2019: $0Net Assets 2019: $9,204,7032019Assets 2020: $9,043,053Liabilities 2020: $0Net Assets 2020: $9,043,0532020Assets 2021: $9,234,847Liabilities 2021: $0Net Assets 2021: $9,234,8472021Assets 2022: $8,898,069Liabilities 2022: $0Net Assets 2022: $8,898,0692022Assets 2023: $8,716,913Liabilities 2023: $0Net Assets 2023: $8,716,9132023Assets 2024: $9,590,548Liabilities 2024: $0Net Assets 2024: $9,590,5482024

Highlighted filing

2024

Assets$9,590,548
Liabilities$0
Net Assets$9,590,548
Open 2024 Filing

Operations Trend

Revenue Growth82nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2014: $3,740,335Expenses 2014: $3,340,969Net Income 2014: $399,3662014Revenue 2015: $4,177,139Expenses 2015: $3,630,319Net Income 2015: $546,8202015Revenue 2016: $4,448,460Expenses 2016: $4,145,569Net Income 2016: $302,8912016Revenue 2017: $4,579,405Expenses 2017: $4,112,114Net Income 2017: $467,2912017Revenue 2018: $4,652,008Expenses 2018: $4,814,702Net Income 2018: -$162,6942018Revenue 2019: $5,029,801Expenses 2019: $4,249,624Net Income 2019: $780,1772019Revenue 2020: $4,012,296Expenses 2020: $4,251,579Net Income 2020: -$239,2832020Revenue 2021: $4,578,415Expenses 2021: $4,525,885Net Income 2021: $52,5302021Revenue 2022: $4,518,252Expenses 2022: $4,483,738Net Income 2022: $34,5142022Revenue 2023: $4,079,660Expenses 2023: $4,574,360Net Income 2023: -$494,7002023Revenue 2024: $5,313,963Expenses 2024: $4,611,875Net Income 2024: $702,0882024

Highlighted filing

2024

Revenue$5,313,963
Expenses$4,611,875
Net Income$702,088
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$9,590,548
Liabilities
$0
Net assets
$9,590,548
Revenue
$5,313,963
Expenses
$4,611,875
Net income
$702,088
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.59$0.00$9.59$5.31$4.61$0.70
2023Detailed filing. Detailed filing data is available for this year.$8.72$0.00$8.72$4.08$4.57$0.49
2022Detailed filing. Detailed filing data is available for this year.$8.90$0.00$8.90$4.52$4.48$0.03
2021Detailed filing. Detailed filing data is available for this year.$9.23$0.00$9.23$4.58$4.53$0.05
2020Detailed filing. Detailed filing data is available for this year.$9.04$0.00$9.04$4.01$4.25$0.24
2019Detailed filing. Detailed filing data is available for this year.$9.20$0.00$9.20$5.03$4.25$0.78
2018Detailed filing. Detailed filing data is available for this year.$8.31$0.00$8.31$4.65$4.81$0.16
2017Detailed filing. Detailed filing data is available for this year.$8.50$0.00$8.50$4.58$4.11$0.47
2016Detailed filing. Detailed filing data is available for this year.$7.88$0.00$7.88$4.45$4.15$0.30
2015Detailed filing. Detailed filing data is available for this year.$7.48$0.00$7.48$4.18$3.63$0.55
2014Detailed filing. Detailed filing data is available for this year.$6.99$0.00$6.99$3.74$3.34$0.40
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$5,313,963
Mission and Program Overview

Mission

Collection of funds from employers and employees for employee benefits, purchase of insurance, and payment of claims.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$8,716,913$9,590,548▲ $873,635
Investments in Publicly Traded Securities$6,617,564$6,950,306▲ $332,742
Savings and Temporary Cash Investments$2,099,199$2,640,093▲ $540,894
Cash and Non-Interest-Bearing Accounts$150$149▼ $1
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$8,716,913$9,590,548▲ $873,635
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,716,913$9,590,548▲ $873,635
Total Liabilities and Net Assets / Fund Balance$8,716,913$9,590,548▲ $873,635
Compensation and Service Providers
Top Officer Pay79th percentile

Board Members and Trustees

NameTitle
Mark TauntonChair
Chris HutchersonVice Chair
Mike EavesTrustee
Sam HewittTrustee
Jim ThomasTrustee/business Agent
John Paul SmithTrustee/business Manager

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross And Blue Shield Of AlabamaAdministration450 RIVERCHASE PARKWAY EAST, Birmingham, AL 35298-0001$289,135
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,108,460
Investment Income
$205,503
Other Revenue
$0
Change in Net Assets
$702,088

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,313,963
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$171,547
Total Revenue per Audited Statements
$5,485,510
Total Revenue per Form 990
$5,313,963
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$114,711
Salaries, Compensation, and Employee Benefits$36,505
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$4,460,659
Fees for Services Other---$52,400
Fees for Services Accounting---$23,761
Office Expenses---$23,579
Other Salaries and Wages---$23,333
Pension Plan Contributions---$11,339
Fees for Services Legal---$6,541
Insurance---$6,530
Payroll Taxes---$1,833
Information Technology---$837
Other Expenses---$275
Total Functional Expenses$0$0$0$4,611,875

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,611,875
Total Expenses per Audited Statements$4,611,875
Total Expenses per Form 990$4,611,875
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 35% controlled entity
No
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 organization's business manager reviews the 990 before it is filed.”

Form 990, Part VI, Section C, Line 19

“The organization does not make its governing documents, conflict of interest policy, or financial statements available to the public.”

Filing and Contact Details

Filer

Filer Name
Plumbers & Steamfitters Local Union 52
EIN
23-7086384
Phone
3342720240
Address
PO BOX 211105, MONTGOMERY, AL 36121-1105

Signing Officer

Name
John Paul Smith
Title
Trustee / Business Manager
Phone
3342720240
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Paul Smith
Formed
1970
Legal Domicile
Al
Voting Board Members
6
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Cri Advisors LLC
Address
7550 HALCYON SUMMIT DRIVE, MONTGOMERY, AL 36117
Preparer
M Chad Singletary CPA
Phone
3342716678
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 1

“The organization uses the modified cash basis of accounting. The cash basis is modified to recognize unrealized gains and losses on investments.”

Form 990, Part XII, Line 2C

“The organization's trustees engage an independent auditor to audit the organization. The audit process is overseen by the trustees. This process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The plan has not recognized any respective liability for unrecognized tax benefits as it has no known tax positions that would subject the plan to any material income tax exposure at december 31, 2024 and 2023. The tax years that remain subject to examination are the years ended december 31, 2021 through 2024 for all major tax jurisdictions.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Net unrealized loss on investments”

Raw XML AppendixShowing 400 of 403 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
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IRS990/BooksInCareOfDetail/USAddress/CityNm0MONTGOMERY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
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IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
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IRS990/CompensationProcessOtherInd00
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IRS990/ConservationEasementsInd00
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0BIRMINGHAM
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IRS990/Desc0HEALTH AND DENTAL INSURANCE PREMIUMS, LIFE INSURANCE, DISABILITY CLAIMS, AND DEPENDENT LIFE CLAIMS.
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IRS990/EmployeeCnt00
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt463800
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt564501
IRS990/Form990PartVIISectionAGrp/PersonNm0MIKE EAVES
IRS990/Form990PartVIISectionAGrp/PersonNm1SAM HEWITT
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IRS990/Form990PartVIISectionAGrp/PersonNm3CHRIS HUTCHERSON
IRS990/Form990PartVIISectionAGrp/PersonNm4JIM THOMAS
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE/BUSINESS AGENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE/BUSINESS MANAGER
IRS990/Form990ProvidedToGvrnBodyInd00
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN HAS NOT RECOGNIZED ANY RESPECTIVE LIABILITY FOR UNRECOGNIZED TAX BENEFITS AS IT HAS NO KNOWN TAX POSITIONS THAT WOULD SUBJECT THE PLAN TO ANY MATERIAL INCOME TAX EXPOSURE AT DECEMBER 31, 2024 AND 2023. THE TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION ARE THE YEARS ENDED DECEMBER 31, 2021 THROUGH 2024 FOR ALL MAJOR TAX JURISDICTIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1NET UNREALIZED LOSS ON INVESTMENTS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
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IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04611875
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt099099
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt196239
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt043853
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt143152
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt020648
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt120648
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JOHN PAUL SMITH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1JIM THOMAS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE/BUSINESS MANAGER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE/BUSINESS AGENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0163600
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1160039
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S BUSINESS MANAGER REVIEWS THE 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION USES THE MODIFIED CASH BASIS OF ACCOUNTING. THE CASH BASIS IS MODIFIED TO RECOGNIZE UNREALIZED GAINS AND LOSSES ON INVESTMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S TRUSTEES ENGAGE AN INDEPENDENT AUDITOR TO AUDIT THE ORGANIZATION. THE AUDIT PROCESS IS OVERSEEN BY THE TRUSTEES. THIS PROCESS HAS NOT CHANGED FROM THE 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 XII, LINE 1
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/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UNITED ASSOCIATION OF JOURNEYMEN & APPRENTICES OF PPF-LOCAL UNION 52
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1PLUMBERS AND STEAMFITTERS APP LOCAL 52
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0630234457
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1631069860
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PLUMBERS AND STEAMFITTERS UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1EDUCATION AND TRAINING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 211105
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1PO BOX 211105
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MONTGOMERY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1MONTGOMERY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0361211105
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd1361211105
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0UNITED ASSOCIATION OF JOURNEYMEN & APPRENTICES OF PPF-LOCAL UNION 52
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1UNITED ASSOCIATION OF JOURNEYMEN & APPRENTICES OF PPF-LOCAL UNION 52
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2UNITED ASSOCIATION OF JOURNEYMEN & APPRENTICES OF PPF-LOCAL UNION 52
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt3PLUMBERS AND STEAMFITTERS APP LOCAL 52
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt4PLUMBERS AND STEAMFITTERS APP LOCAL 52
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt5PLUMBERS AND STEAMFITTERS APP LOCAL 52
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0M
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1N
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2O
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt3M
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt4N
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt5O
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt08716913
IRS990/TotalAssetsEOYAmt09590548
IRS990/TotalAssetsGrp/BOYAmt08716913
IRS990/TotalAssetsGrp/EOYAmt09590548
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt04611875
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt08716913
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt09590548
IRS990/TotalOtherCompensationAmt0128301
IRS990/TotalProgramServiceRevenueAmt05108460
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0205503
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05108460
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05313963
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08716913
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09590548
IRS990/TotReportableCompRltdOrgAmt0195338
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 211105
IRS990/USAddress/CityNm0MONTGOMERY
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd0361211105
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN PAUL SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE / BUSINESS MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum03342720240
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLUMBERS & STEAMFITTERS LOCAL UNION 52
ReturnHeader/Filer/BusinessNameControlTxt0PLUM
ReturnHeader/Filer/EIN0237086384
ReturnHeader/Filer/PhoneNum03342720240
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 211105
ReturnHeader/Filer/USAddress/CityNm0MONTGOMERY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd0361211105
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0994625061
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CRI ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07550 HALCYON SUMMIT DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONTGOMERY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036117
ReturnHeader/PreparerPersonGrp/PhoneNum03342716678
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0M CHAD SINGLETARY CPA
ReturnHeader/ReturnTs02025-11-17T15:25:16-06:00
ReturnHeader/ReturnTypeCd0990

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