Civic Intelligence

St Louis Painters Welfare Plan

990 • Fiscal year 2016 • EIN 23-7099221

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 05, 2017

Organization ProfileN/A

View Organization Page

13801 Riverport Lakes West No 101Maryland Heights, MO 63043

(314) 647-2453

Siviq Scores

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

Liabilities / Assets

76th percentile

0.23x

Higher debt load relative to assets than 76% of similar nonprofits.

2016 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2016

Liabilities / Revenue

96th percentile

0.87x

Higher debt load relative to revenue than 96% of similar nonprofits.

2016 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2016

Net Margin

27th percentile

-4.2%

Higher net margin than 27% of similar nonprofits.

2016 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2016

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2016

Asset Growth

35th percentile

0.7%

Faster asset growth than 35% of similar nonprofits.

2016 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2014 to 2016

Revenue Growth

58th percentile

5.8%

Faster revenue growth than 58% of similar nonprofits.

2016 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2014 to 2016

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$74,910,917

Up $991,310 (+1.3%) from 2014

Net Assets

Down

$57,535,645

Down $2,934,669 (-4.9%) from 2014

Liabilities

Up

$17,375,272

Up $3,925,979 (+29%) from 2014

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin27th percentile

Revenue

Up

$19,984,245

Up $2,135,075 (+12%) from 2014

Expenses

Up

$20,815,625

Up $2,979,084 (+17%) from 2014

Net Income

Down

-$831,380

Down $844,009 (-6683%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100M$50M$0Assets 2010: $67,980,624Liabilities 2010: $14,107,630Net Assets 2010: $53,872,9942010Assets 2011: $67,840,691Liabilities 2011: $13,538,527Net Assets 2011: $54,302,1642011Assets 2012: $70,965,712Liabilities 2012: $18,605,135Net Assets 2012: $52,360,5772012Assets 2013: $72,015,347Liabilities 2013: $12,651,472Net Assets 2013: $59,363,8752013Assets 2014: $73,919,607Liabilities 2014: $13,449,293Net Assets 2014: $60,470,3142014Assets 2016: $74,910,917Liabilities 2016: $17,375,272Net Assets 2016: $57,535,6452016Assets 2017: $75,764,386Liabilities 2017: $18,549,559Net Assets 2017: $57,214,8272017Assets 2018: $73,980,961Liabilities 2018: $20,000,698Net Assets 2018: $53,980,2632018Assets 2019: $78,323,401Liabilities 2019: $19,378,768Net Assets 2019: $58,944,6332019Assets 2020: $83,731,862Liabilities 2020: $18,063,787Net Assets 2020: $65,668,0752020Assets 2021: $87,055,035Liabilities 2021: $17,223,155Net Assets 2021: $69,831,8802021Assets 2022: $79,926,274Liabilities 2022: $18,317,060Net Assets 2022: $61,609,2142022Assets 2023: $87,418,425Liabilities 2023: $20,339,244Net Assets 2023: $67,079,1812023Assets 2024: $93,480,879Liabilities 2024: $22,580,990Net Assets 2024: $70,899,8892024

Highlighted filing

2016

Assets$74,910,917
Liabilities$17,375,272
Net Assets$57,535,645
Open 2016 Filing

Operations Trend

Revenue Growth58th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$30M$20M$10M$0-$10MExpenses 2010: $17,339,2172010Expenses 2011: $16,543,4262011Expenses 2012: $20,700,1112012Revenue 2013: $15,284,397Expenses 2013: $11,257,451Net Income 2013: $4,026,9462013Revenue 2014: $17,849,170Expenses 2014: $17,836,541Net Income 2014: $12,6292014Revenue 2016: $19,984,245Expenses 2016: $20,815,625Net Income 2016: -$831,3802016Revenue 2017: $23,214,077Expenses 2017: $24,432,261Net Income 2017: -$1,218,1842017Revenue 2018: $20,983,718Expenses 2018: $20,785,520Net Income 2018: $198,1982018Revenue 2019: $22,379,897Expenses 2019: $22,918,650Net Income 2019: -$538,7532019Revenue 2020: $23,162,688Expenses 2020: $19,841,460Net Income 2020: $3,321,2282020Revenue 2021: $23,820,476Expenses 2021: $21,924,844Net Income 2021: $1,895,6322021Revenue 2022: $26,555,954Expenses 2022: $23,338,829Net Income 2022: $3,217,1252022Revenue 2023: $30,153,100Expenses 2023: $26,585,113Net Income 2023: $3,567,9872023Revenue 2024: $32,507,359Expenses 2024: $28,468,586Net Income 2024: $4,038,7732024

Highlighted filing

2016

Revenue$19,984,245
Expenses$20,815,625
Net Income-$831,380
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 5, 2017
Return Version
2016v3.0
Gross Receipts
$43,618,515
Mission and Program Overview

Mission

Welfare benefits to participants

Welfare benefits medical and dental to participants and short term disability

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$58,091,239$57,535,645▼ $555,594
Investments in Publicly Traded Securities$57,084,118$57,246,936▲ $162,818
Investments Other Securities$11,577,913$11,335,418▼ $242,495
Savings and Temporary Cash Investments$4,409,617$5,316,917▲ $907,300
Accounts Receivable$641,024$884,474▲ $243,450
Prepaid Expenses and Deferred Charges$8,678$8,968▲ $290
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$73,829,173$74,910,917▲ $1,081,744
Other Assets Total$107,823$118,204▲ $10,381
Liabilities
Other Liabilities$15,538,516$17,194,524▲ $1,656,008
Accounts Payable and Accrued Expenses$199,418$180,748▼ $18,670
Total Liabilities$15,737,934$17,375,272▲ $1,637,338
Net Assets / Fund Balance
Total Net Assets Fund Balance$58,091,239$57,535,645▼ $555,594
Total Liabilities and Net Assets / Fund Balance$73,829,173$74,910,917▲ $1,081,744

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$4,212,703--
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Donald ThomasManagement Trustee
Michael SmithManagement Trustee
Walter Bazan JrManagement Trustee
Carl FarrellUnion Trustee
Gregg SmithUnion Trustee
Joseph MuellerUnion Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$17,281,287
Investment Income
$2,702,958
Other Revenue
$0
Change in Net Assets
$-831,380

Audited Revenue Reconciliation

Revenue per Audited Statements
$19,928,833
Revenue Not Reported on Financial Statements
$55,412
Revenue Not Reported on Form 990
$275,786
Total Revenue per Audited Statements
$20,204,619
Total Revenue per Form 990
$19,984,245
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$909,852
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$19,905,773
Fees for Services Legal---$85,883
Office Expenses---$75,407
Fees for Service Investment Mgmnt Fees---$55,412
Fees for Services Accounting---$25,821
Insurance---$13,316
Other Expenses---$9,000
All Other Expenses---$6,074
Conferences and Meetings---$4,926
Total Functional Expenses$0$0$0$20,815,625

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$20,815,625
Expenses per Audited Statements$20,760,213
Total Expenses per Audited Statements$20,760,213
Expenses Not Reported on Financial Statements$55,412
Other Expense Adjustments$55,412
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Hour Banks Credits$13,445,104
Pending and Unrevealed Claim Reserves$3,024,400
Due to Other Funds$725,020
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
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

“Presented in the trustee meeting and approved for signature at that time.”

Form 990, Part VI, Section B, Line 12C

“Board of trustee meets with the individual and asks them to recuse from participation if not then they are asked to resign.”

Form 990, Part VI, Section C, Line 18

“Trustee meetings and sar published in the trade newspaper and downloaded to the web site”

Form 990, Part VI, Section C, Line 19

“Trustee meetings and sar published in the trade newpaper and downloaded to the web site”

Filing and Contact Details

Filer

Filer Name
St Louis Painters Welfare Plan
EIN
23-7099221
Phone
3146472453
Address
13801 RIVERPORT LAKES WEST NO 101, MARYLAND HEIGHTS, MO 63043

Signing Officer

Name
Gregg Smith
Title
Chairman
Phone
3146473327
Signed
2017-10-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gregg Smith
Formed
1956
Legal Domicile
Mo
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Grabel Schnieders Hollman & Co CPA
Address
206 W ARGONNE STE 200, KIRKWOOD, MO 63122
Preparer
Mark J Hollman
Phone
3144347310
Supplemental Narrative

Additional Explanations

The Process Has Not Changed

“The process has not changed”

Financial Statement Notes

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Accrued liability change investment expenses 55,412.”

Raw XML AppendixShowing 400 of 1,792 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.

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IRS990ScheduleD/TotalRevenuePerForm990Amt019984245
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt020204619
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt020760213
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRESENTED IN THE TRUSTEE MEETING AND APPROVED FOR SIGNATURE AT THAT TIME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD OF TRUSTEE MEETS WITH THE INDIVIDUAL AND ASKS THEM TO RECUSE FROM PARTICIPATION IF NOT THEN THEY ARE ASKED TO RESIGN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRUSTEE MEETINGS AND SAR PUBLISHED IN THE TRADE NEWSPAPER AND DOWNLOADED TO THE WEB SITE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRUSTEE MEETINGS AND SAR PUBLISHED IN THE TRADE NEWPAPER AND DOWNLOADED TO THE WEB SITE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PROCESS HAS NOT CHANGED
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4THE PROCESS HAS NOT CHANGED
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$74,910,917
Liabilities
$17,375,272
Net assets
$57,535,645
Revenue
$19,984,245
Expenses
$20,815,625
Net income
-$831,380
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$93.5$22.6$70.9$32.5$28.5$4.04
2023Detailed filing. Detailed filing data is available for this year.$87.4$20.3$67.1$30.2$26.6$3.57
2022Detailed filing. Detailed filing data is available for this year.$79.9$18.3$61.6$26.6$23.3$3.22
2021Detailed filing. Detailed filing data is available for this year.$87.1$17.2$69.8$23.8$21.9$1.90
2020Detailed filing. Detailed filing data is available for this year.$83.7$18.1$65.7$23.2$19.8$3.32
2019Detailed filing. Detailed filing data is available for this year.$78.3$19.4$58.9$22.4$22.9$0.54
2018Detailed filing. Detailed filing data is available for this year.$74.0$20.0$54.0$21.0$20.8$0.20
2017Detailed filing. Detailed filing data is available for this year.$75.8$18.5$57.2$23.2$24.4$1.22
2016Detailed filing. Detailed filing data is available for this year.$74.9$17.4$57.5$20.0$20.8$0.83
2014Detailed filing. Detailed filing data is available for this year.$73.9$13.4$60.5$17.8$17.8$0.01
2013Detailed filing. Detailed filing data is available for this year.$72.0$12.7$59.4$15.3$11.3$4.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$71.0$18.6$52.4$20.7
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$67.8$13.5$54.3$16.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$68.0$14.1$53.9$17.3