Civic Intelligence

Local 52 Short Term Disability

990 • Fiscal year 2016 • EIN 23-7086384

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

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

27th percentile

0.00x

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

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

27th percentile

0.00x

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

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Net Margin

61st percentile

6.8%

Higher net margin than 61% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

81st percentile

$150,141

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Asset Growth

57th percentile

5.3%

Faster asset growth than 57% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

57th percentile

6.5%

Faster revenue growth than 57% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$7,876,102

Up $395,746 (+5.3%) from 2015

Net Assets

Up

$7,876,102

Up $395,746 (+5.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin61st percentile

Revenue

Up

$4,448,460

Up $271,321 (+6.5%) from 2015

Expenses

Up

$4,145,569

Up $515,250 (+14%) from 2015

Net Income

Down

$302,891

Down $243,929 (-45%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

2016

Assets$7,876,102
Liabilities$0
Net Assets$7,876,102
Open 2016 Filing

Operations Trend

Revenue Growth57th percentile

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

2016

Revenue$4,448,460
Expenses$4,145,569
Net Income$302,891
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$4,448,460
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$7,480,356$7,876,102▲ $395,746
Savings and Temporary Cash Investments$5,255,252$5,589,831▲ $334,579
Investments in Publicly Traded Securities$2,224,954$2,286,121▲ $61,167
Cash and Non-Interest-Bearing Accounts$150$150→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$7,480,356$7,876,102▲ $395,746
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,480,356$7,876,102▲ $395,746
Total Liabilities and Net Assets / Fund Balance$7,480,356$7,876,102▲ $395,746
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleOtherTotal
Donald GilbertChairman / Business Agent$146,423$146,423

Board Members and Trustees

NameTitle
Mark TauntionTrustee
John Paul SmithTrustee / Business Manager

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross And Blue Shield Of AlabamaAdministration450 RIVERCHASE PARKWAY EAST, Birmingham, AL 35298-0001$553,742
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,361,750
Investment Income
$86,710
Other Revenue
$0
Change in Net Assets
$302,891

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,448,460
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$92,855
Total Revenue per Audited Statements
$4,541,315
Total Revenue per Form 990
$4,448,460
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$46,201
Salaries, Compensation, and Employee Benefits$30,117
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$4,069,251
Fees for Services Accounting---$18,800
Other Salaries and Wages---$18,749
Pension Plan Contributions---$9,724
Fees for Services Other---$9,000
Fees for Services Legal---$7,124
Office Expenses---$4,536
Insurance---$2,978
Payroll Taxes---$1,644
Information Technology---$625
Other Expenses---$208
Total Functional Expenses$0$0$0$4,145,569

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,145,569
Total Expenses per Audited Statements$4,145,569
Total Expenses per Form 990$4,145,569
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 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
John Paul Smith
Title
Chairman
Phone
3342720240
Signed
2017-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Paul Smith
Formed
1970
Legal Domicile
Al
Voting Board Members
3
Independent Board Members
3
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 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, 2016 and 2015. The tax years that remain subject to examination are the years ended december 31, 2013 through 2016 for all major tax jurisdictions.”

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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0COLLECTION OF FUNDS FROM EMPLOYERS AND EMPLOYEES FOR EMPLOYEE BENEFITS, PURCHASE OF INSURANCE, AND PAYMENT OF CLAIMS.
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt04069251
IRS990/BooksInCareOfDetail/PersonNm0KAY PINCKARD
IRS990/BooksInCareOfDetail/PhoneNum03342720240
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05563 WARES FERRY ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0MONTGOMERY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd036109
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0150
IRS990/CashNonInterestBearingGrp/EOYAmt0150
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0553742
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0450 RIVERCHASE PARKWAY EAST
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0BIRMINGHAM
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0AL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd0352980001
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0BLUE CROSS AND BLUE SHIELD OF ALABAMA
IRS990/ContractorCompensationGrp/ServicesDesc0ADMINISTRATION
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt04069251
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt086710
IRS990/CYOtherExpensesAmt046201
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt04361750
IRS990/CYRevenuesLessExpensesAmt0302891
IRS990/CYSalariesCompEmpBnftPaidAmt030117
IRS990/CYTotalExpensesAmt04145569
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04448460
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0HEALTH AND DENTAL INSURANCE PREMIUMS, LIFE INSURANCE, DISABILITY CLAIMS, AND DEPENDENT LIFE CLAIMS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt04069251
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt018800
IRS990/FeesForServicesLegalGrp/TotalAmt07124
IRS990/FeesForServicesOtherGrp/TotalAmt09000
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160051
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt259193
IRS990/Form990PartVIISectionAGrp/PersonNm0MARK TAUNTION
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN PAUL SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm2DONALD GILBERT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190090
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt287230
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE / BUSINESS MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRMAN / BUSINESS AGENT
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01970
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt04448460
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0625
IRS990/InsuranceGrp/TotalAmt02978
IRS990/InvestmentIncomeGrp/ExclusionAmt086710
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt086710
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02224954
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02286121
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0AL
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0COLLECTION OF FUNDS FROM EMPLOYERS AND EMPLOYEES FOR EMPLOYEE BENEFITS, PURCHASE OF INSURANCE, AND PAYMENT OF CLAIMS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07480356
IRS990/NetAssetsOrFundBalancesEOYAmt07876102
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt092855
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt04536
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/Desc1RECIPROCITY PROGRAM EXP
IRS990/OtherExpensesGrp/Desc2TRUSTEE EXPENSE
IRS990/OtherExpensesGrp/TotalAmt02336
IRS990/OtherExpensesGrp/TotalAmt1594
IRS990/OtherExpensesGrp/TotalAmt2208
IRS990/OtherSalariesAndWagesGrp/TotalAmt018749
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt01644
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt09724
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JOHN PAUL SMITH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBTUIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04262608
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt199142
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04262608
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt199142
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt03560255
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0105203
IRS990/PYOtherExpensesAmt039234
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt04071936
IRS990/PYRevenuesLessExpensesAmt0546820
IRS990/PYSalariesCompEmpBnftPaidAmt030830
IRS990/PYTotalExpensesAmt03630319
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04177139
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0302891
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
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IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
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IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt092855
IRS990ScheduleD/RevenueNotReportedAmt092855
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04448460
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, 2016 AND 2015. THE TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION ARE THE YEARS ENDED DECEMBER 31, 2013 THROUGH 2016 FOR ALL MAJOR TAX JURISDICTIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
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IRS990ScheduleD/TotalRevenuePerForm990Amt04448460
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IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04145569
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JOHN PAUL SMITH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE / BUSINESS MANAGER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0150141
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
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 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
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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/TransactionTypeTxt0M
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1N
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2O
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt3N
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt4O
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt07480356
IRS990/TotalAssetsEOYAmt07876102
IRS990/TotalAssetsGrp/BOYAmt07480356
IRS990/TotalAssetsGrp/EOYAmt07876102
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt04145569
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07480356
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07876102
IRS990/TotalOtherCompensationAmt0119244
IRS990/TotalProgramServiceExpensesAmt04069251
IRS990/TotalProgramServiceRevenueAmt04361750
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt086710
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04361750
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04448460
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07480356
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07876102
IRS990/TotReportableCompRltdOrgAmt0177320
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 211105
IRS990/USAddress/CityNm0MONTGOMERY
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd0361211105
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN PAUL SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum03342720240
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
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/FilingSecurityInformation/AtSubmissionCreationDeviceId030B42EB80FF98E8FC352B25AF4E6F74A196171C9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId030B42EB80FF98E8FC352B25AF4E6F74A196171C9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.197.84.211
ReturnHeader/FilingSecurityInformation/IPDt02017-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm008:56:28
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/PreparationDt02017-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0M CHAD SINGLETARY CPA
ReturnHeader/ReturnTs02017-11-14T09:05:37-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,876,102
Liabilities
$0
Net assets
$7,876,102
Revenue
$4,448,460
Expenses
$4,145,569
Net income
$302,891
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