Civic Intelligence

Local 52 Short Term Disability

990 • Fiscal year 2023 • EIN 23-7086384

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

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

30th percentile

0.00x

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

2023 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

30th percentile

0.00x

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

2023 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2023

Net Margin

21st percentile

-12%

Higher net margin than 21% of similar nonprofits.

2023 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

78th percentile

$157,925

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2023 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2023

Asset Growth

26th percentile

-2.0%

Faster asset growth than 26% of similar nonprofits.

2023 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

22nd percentile

-9.7%

Faster revenue growth than 22% of similar nonprofits.

2023 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$8,716,913

Down $181,156 (-2.0%) from 2022

Net Assets

Down

$8,716,913

Down $181,156 (-2.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin21st percentile

Revenue

Down

$4,079,660

Down $438,592 (-9.7%) from 2022

Expenses

Up

$4,574,360

Up $90,622 (+2.0%) from 2022

Net Income

Down

-$494,700

Down $529,214 (-1533%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2023

Assets$8,716,913
Liabilities$0
Net Assets$8,716,913
Open 2023 Filing

Operations Trend

Revenue Growth22nd 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

2023

Revenue$4,079,660
Expenses$4,574,360
Net Income-$494,700
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$4,079,660
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$8,898,069$8,716,913▼ $181,156
Investments in Publicly Traded Securities$2,043,036$6,617,564▲ $4,574,528
Savings and Temporary Cash Investments$6,854,883$2,099,199▼ $4,755,684
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$8,898,069$8,716,913▼ $181,156
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,898,069$8,716,913▼ $181,156
Total Liabilities and Net Assets / Fund Balance$8,898,069$8,716,913▼ $181,156
Compensation and Service Providers
Top Officer Pay78th 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$379,425
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,865,215
Investment Income
$208,525
Other Revenue
$5,920
Change in Net Assets
$-494,700

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,079,660
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$125,206
Total Revenue per Audited Statements
$4,204,866
Total Revenue per Form 990
$4,079,660
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$66,099
Salaries, Compensation, and Employee Benefits$39,519
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$4,468,742
Other Salaries and Wages---$25,278
Fees for Services Accounting---$24,162
Office Expenses---$13,808
Pension Plan Contributions---$12,284
Fees for Services Other---$12,000
Insurance---$7,908
Fees for Services Legal---$3,955
Information Technology---$3,126
Payroll Taxes---$1,957
Other Expenses---$375
Total Functional Expenses$0$0$0$4,574,360

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,574,360
Total Expenses per Audited Statements$4,574,360
Total Expenses per Form 990$4,574,360
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
2024-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Paul Smith
Formed
1970
Legal Domicile
Al
Voting Board Members
6
Independent Board Members
5
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, 2023 and 2022. The tax years that remain subject to examination are the years ended december 31, 2020 through 2023 for all major tax jurisdictions.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Net unrealized loss on investments”

Raw XML AppendixShowing 400 of 409 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/TotalAmt04468742
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/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
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/CompensationAmt0379425
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
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IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0208525
IRS990/CYOtherExpensesAmt066099
IRS990/CYOtherRevenueAmt05920
IRS990/CYProgramServiceRevenueAmt03865215
IRS990/CYRevenuesLessExpensesAmt0-494700
IRS990/CYSalariesCompEmpBnftPaidAmt039519
IRS990/CYTotalExpensesAmt04574360
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04079660
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/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt024162
IRS990/FeesForServicesLegalGrp/TotalAmt03955
IRS990/FeesForServicesOtherGrp/TotalAmt012000
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt462005
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt561190
IRS990/Form990PartVIISectionAGrp/PersonNm0MIKE EAVES
IRS990/Form990PartVIISectionAGrp/PersonNm1SAM HEWITT
IRS990/Form990PartVIISectionAGrp/PersonNm2MARK TAUNTON
IRS990/Form990PartVIISectionAGrp/PersonNm3CHRIS HUTCHERSON
IRS990/Form990PartVIISectionAGrp/PersonNm4JIM THOMAS
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN PAUL SMITH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt593060
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE/BUSINESS AGENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE/BUSINESS MANAGER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01970
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt04079660
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt03126
IRS990/InsuranceGrp/TotalAmt07908
IRS990/InvestmentIncomeGrp/ExclusionAmt0208525
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0208525
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02043036
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06617564
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/NetAssetsOrFundBalancesBOYAmt08898069
IRS990/NetAssetsOrFundBalancesEOYAmt08716913
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0125206
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt013808
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0RECIPROCITY PROGRAM EXP
IRS990/OtherExpensesGrp/Desc1TRUSTEE EXPENSE
IRS990/OtherExpensesGrp/TotalAmt0765
IRS990/OtherExpensesGrp/TotalAmt1375
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt05920
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05920
IRS990/OtherRevenueTotalAmt05920
IRS990/OtherSalariesAndWagesGrp/TotalAmt025278
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt01957
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
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IRS990/PoliticalCampaignActyInd00
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IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
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IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
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IRS990/ProhibitedTaxShelterTransInd00
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IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYTotalExpensesAmt04483738
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04518252
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-494700
IRS990/RelatedEntityInd01
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IRS990/ScheduleBRequiredInd00
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IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
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IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/RevenueNotReportedAmt0125206
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04079660
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, 2023 AND 2022. THE TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION ARE THE YEARS ENDED DECEMBER 31, 2020 THROUGH 2023 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:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt04574360
IRS990ScheduleD/TotalRevenuePerForm990Amt04079660
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04204866
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04574360
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt095920
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt193060
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt043959
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt143144
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt118046
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JIM THOMAS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1JOHN PAUL SMITH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE/BUSINESS AGENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE/BUSINESS MANAGER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0157925
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1154250
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
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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
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IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt08898069
IRS990/TotalAssetsEOYAmt08716913
IRS990/TotalAssetsGrp/BOYAmt08898069
IRS990/TotalAssetsGrp/EOYAmt08716913
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt04574360
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt08898069
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08716913
IRS990/TotalOtherCompensationAmt0123195
IRS990/TotalProgramServiceRevenueAmt03865215
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0208525
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03871135
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04079660
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08898069
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08716913
IRS990/TotReportableCompRltdOrgAmt0188980
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 211105
IRS990/USAddress/CityNm0MONTGOMERY
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd0361211105
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN PAUL SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE / BUSINESS MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum03342720240
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
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
ReturnHeader/Filer/USAddress/ZIPCd0361211105
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
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

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,716,913
Liabilities
$0
Net assets
$8,716,913
Revenue
$4,079,660
Expenses
$4,574,360
Net income
-$494,700
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