Civic Intelligence

Local 52 Short Term Disability

990 • Fiscal year 2014 • EIN 23-7086384

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 14, 2015

Organization ProfileN/A

View Organization Page

PO Box 211105Montgomery, AL 36121-1105

(334) 272-0240

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

25th percentile

0.00x

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

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Net Margin

67th percentile

11%

Higher net margin than 67% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

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.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

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

Source year 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 / Assets25th percentile

Assets

$6,987,872

No earlier filing loaded for comparison.

Net Assets

$6,987,872

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin67th percentile

Revenue

$3,740,335

No earlier filing loaded for comparison.

Expenses

$3,340,969

No earlier filing loaded for comparison.

Net Income

$399,366

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.

$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

2014

Assets$6,987,872
Liabilities$0
Net Assets$6,987,872
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$3,740,335
Expenses$3,340,969
Net Income$399,366
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 14, 2015
Return Version
2014v5.0
Gross Receipts
$3,740,335
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$6,544,689$6,987,872▲ $443,183
Savings and Temporary Cash Investments$4,135,870$4,672,343▲ $536,473
Investments in Publicly Traded Securities$2,512,638$2,315,529▼ $197,109
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$6,648,508$6,987,872▲ $339,364
Liabilities
Accounts Payable and Accrued Expenses$103,819--
Total Liabilities$103,819$0▼ $103,819
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,544,689$6,987,872▲ $443,183
Total Liabilities and Net Assets / Fund Balance$6,648,508$6,987,872▲ $339,364
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Donald GilbertChairman / Business Agent
John Paul SmithTrustee / President
Billy PerdueTrustee / Business Manager
Kay PinkardPlan Administrator
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,596,122
Investment Income
$144,213
Other Revenue
$0
Change in Net Assets
$399,366

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,740,335
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$43,817
Total Revenue per Audited Statements
$3,784,152
Total Revenue per Form 990
$3,740,335
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$99,068
Salaries, Compensation, and Employee Benefits$26,657
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$3,215,244
Other Salaries and Wages---$16,322
Fees for Services Accounting---$14,000
Fees for Services Other---$12,000
Pension Plan Contributions---$8,623
Fees for Services Legal---$4,054
Office Expenses---$3,473
Insurance---$3,059
Payroll Taxes---$1,712
Other Expenses---$674
All Other Expenses---$648
Total Functional Expenses$0$0$0$3,340,969

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,340,969
Total Expenses per Audited Statements$3,340,969
Total Expenses per Form 990$3,340,969
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 11

“The organization's president 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
Local 52 Short Term Disability
EIN
23-7086384
Phone
3342720240
Address
PO BOX 211105, MONTGOMERY, AL 36121-1105

Signing Officer

Name
Donald Gilbert
Title
Chairman
Phone
3342720240
Signed
2015-10-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donald Gilbert
Formed
1970
Legal Domicile
Al
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Carr Riggs & Ingram 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 is exempt from income taxes under section 501(c)(9) of the internal revenue code and, accordingly, does not reflect a provision for income taxes in its financial statements. The plan obtained its latest determination letter on february 24, 1988, in which the internal revenue service stated that the plan, as then designed, was in compliance with the applicable requirements of the internal revenue code. Although the plan has been amended since receiving the determination letter, the plan administrator and the plan's tax counsel believe that the plan is currently designed and being operated in compliance with the applicable requirements of the internal revenue code. As of , the plan had no interest and penalties related to income taxes. With few exceptions, the plan is no longer subject to tax examinations by tax authorities for years before 2011.”

Raw XML Appendix291 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/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0PLAN ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE / BUSINESS MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRMAN / BUSINESS AGENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE / PRESIDENT
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IRS990/GrantsToIndividualsInd00
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IRS990/GroupReturnForAffiliatesInd00
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IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02512638
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IRS990/IRPDocumentCnt00
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IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt03473
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
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IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/Desc1COMPUTER EXPENSES
IRS990/OtherExpensesGrp/Desc2BANK CHARGES
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, DOES NOT REFLECT A PROVISION FOR INCOME TAXES IN ITS FINANCIAL STATEMENTS. THE PLAN OBTAINED ITS LATEST DETERMINATION LETTER ON FEBRUARY 24, 1988, IN WHICH THE INTERNAL REVENUE SERVICE STATED THAT THE PLAN, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. ALTHOUGH THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER, THE PLAN ADMINISTRATOR AND THE PLAN'S TAX COUNSEL BELIEVE THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. AS OF , THE PLAN HAD NO INTEREST AND PENALTIES RELATED TO INCOME TAXES. WITH FEW EXCEPTIONS, THE PLAN IS NO LONGER SUBJECT TO TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2011.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S PRESIDENT 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 11
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
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ReturnHeader/BuildTS02016-02-25 16:41:14Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD GILBERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum03342720240
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCAL 52 SHORT TERM DISABILITY
ReturnHeader/Filer/BusinessNameControlTxt0LOCA
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/PreparerFirmGrp/PreparerFirmEIN0721396621
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARR RIGGS & INGRAM 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/PreparationDt02015-10-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0M CHAD SINGLETARY CPA
ReturnHeader/ReturnTs02015-10-14T15:52:08-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$6,987,872
Liabilities
$0
Net assets
$6,987,872
Revenue
$3,740,335
Expenses
$3,340,969
Net income
$399,366
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