Civic Intelligence

Local 52 Short Term Disability

990 • Fiscal year 2019 • EIN 23-7086384

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 12, 2020

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.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

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

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Net Margin

71st percentile

16%

Higher net margin than 71% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

81st percentile

$155,697

Higher top officer pay than 81% of similar nonprofits.

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

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Asset Growth

59th percentile

11%

Faster asset growth than 59% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

63rd percentile

8.1%

Faster revenue growth than 63% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$9,204,703

Up $893,822 (+11%) from 2018

Net Assets

Up

$9,204,703

Up $893,822 (+11%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin71st percentile

Revenue

Up

$5,029,801

Up $377,793 (+8.1%) from 2018

Expenses

Down

$4,249,624

Down $565,078 (-12%) from 2018

Net Income

Up

$780,177

Up $942,871 (+580%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2019

Assets$9,204,703
Liabilities$0
Net Assets$9,204,703
Open 2019 Filing

Operations Trend

Revenue Growth63rd 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

2019

Revenue$5,029,801
Expenses$4,249,624
Net Income$780,177
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 12, 2020
Return Version
2019v5.1
Gross Receipts
$5,029,801
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$8,310,881$9,204,703▲ $893,822
Savings and Temporary Cash Investments$6,173,501$6,966,436▲ $792,935
Investments in Publicly Traded Securities$2,137,230$2,238,117▲ $100,887
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$8,310,881$9,204,703▲ $893,822
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,310,881$9,204,703▲ $893,822
Total Liabilities and Net Assets / Fund Balance$8,310,881$9,204,703▲ $893,822
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Jim ThomasChairman/business Agent
Chris HutchersonTrustee
Jim ThomasTrustee
Mark TauntonTrustee
Mike EavesTrustee
Sam HewittTrustee
John Paul SmithTrustee/business Manager

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross And Blue Shield Of AlabamaAdministration450 RIVERCHASE PARKWAY EAST, Birmingham, AL 35298-0001$331,072
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,825,702
Investment Income
$204,099
Other Revenue
$0
Change in Net Assets
$780,177

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,029,801
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$113,645
Total Revenue per Audited Statements
$5,143,446
Total Revenue per Form 990
$5,029,801
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$59,282
Salaries, Compensation, and Employee Benefits$35,510
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$4,154,832
Other Salaries and Wages---$21,173
Fees for Services Accounting---$15,500
Information Technology---$13,625
Fees for Services Other---$12,000
Pension Plan Contributions---$10,608
Office Expenses---$6,038
Payroll Taxes---$3,729
Fees for Services Legal---$3,383
Insurance---$3,066
Other Expenses---$143
Total Functional Expenses$0$0$0$4,249,624

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,249,624
Total Expenses per Audited Statements$4,249,624
Total Expenses per Form 990$4,249,624
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
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
Trustee / Business Manager
Phone
3342720240
Signed
2020-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Paul Smith
Formed
1970
Legal Domicile
Al
Voting Board Members
7
Independent Board Members
6
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, 2019 and 2018. The tax years that remain subject to examination are the years ended december 31, 2016 through 2019 for all major tax jurisdictions.”

Raw XML AppendixShowing 400 of 417 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/StateAbbreviationCd0AL
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IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
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IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE/BUSINESS MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt6CHAIRMAN/BUSINESS AGENT
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IRS990/GroupReturnForAffiliatesInd00
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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, 2019 AND 2018. THE TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION ARE THE YEARS ENDED DECEMBER 31, 2016 THROUGH 2019 FOR ALL MAJOR TAX JURISDICTIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt044727
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt146351
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt016392
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt117232
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/TitleTxt1CHAIRMAN/BUSINESS AGENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0151486
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1155697
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/TotalAssetsBOYAmt08310881
IRS990/TotalAssetsEOYAmt09204703
IRS990/TotalAssetsGrp/BOYAmt08310881
IRS990/TotalAssetsGrp/EOYAmt09204703
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt04249624
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt08310881
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt09204703
IRS990/TotalOtherCompensationAmt0124702
IRS990/TotalProgramServiceExpensesAmt04154832
IRS990/TotalProgramServiceRevenueAmt04825702
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0204099
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04825702
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05029801
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08310881
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09204703
IRS990/TotReportableCompRltdOrgAmt0182481
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 211105
IRS990/USAddress/CityNm0MONTGOMERY
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd0361211105
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02022-01-07 14:23:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN PAUL SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE / BUSINESS MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum03342720240
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCAL 52 SHORT TERM DISABILITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH & WELFARE PLAN
ReturnHeader/Filer/BusinessNameControlTxt0LOCA
ReturnHeader/Filer/EIN0237086384
ReturnHeader/Filer/PhoneNum03342720240
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 211105
ReturnHeader/Filer/USAddress/CityNm0MONTGOMERY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0159.100.161.121

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,204,703
Liabilities
$0
Net assets
$9,204,703
Revenue
$5,029,801
Expenses
$4,249,624
Net income
$780,177
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