Civic Intelligence

Ohio State Plumbers & Pipefitters Health and Welfare Fund

990 • Fiscal year 2014 • EIN 23-7169770

Jul 01, 2013 to Jun 30, 2014 • Filed on Mar 31, 2015

Organization ProfileN/A

View Organization Page

5 Hot Metal Street No 20015203

(412) 431-4710

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.38x

Higher debt load relative to assets than 83% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

90th percentile

0.50x

Higher debt load relative to revenue than 90% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Net Margin

79th percentile

17%

Higher net margin than 79% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

85th percentile

18%

Faster asset growth than 85% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2012 to 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$29,704,835

Up $5,750,641 (+24%) from 2013

Net Assets

Up

$18,447,639

Up $3,556,798 (+24%) from 2013

Liabilities

Up

$11,257,196

Up $2,193,843 (+24%) from 2013

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin79th percentile

Revenue

$22,717,010

No earlier filing loaded for comparison.

Expenses

Up

$18,877,477

Up $2,229,778 (+13%) from 2013

Net Income

$3,839,533

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$60M$40M$20M$0Assets 2010: $18,588,726Liabilities 2010: $7,574,440Net Assets 2010: $11,014,2862010Assets 2011: $20,361,283Liabilities 2011: $7,436,321Net Assets 2011: $12,924,9622011Assets 2012: $21,271,269Liabilities 2012: $7,795,045Net Assets 2012: $13,476,2242012Assets 2013: $23,954,194Liabilities 2013: $9,063,353Net Assets 2013: $14,890,8412013Assets 2014: $29,704,835Liabilities 2014: $11,257,196Net Assets 2014: $18,447,6392014Assets 2015: $30,381,149Liabilities 2015: $15,608,831Net Assets 2015: $14,772,3182015Assets 2016: $27,025,613Liabilities 2016: $15,602,921Net Assets 2016: $11,422,6922016Assets 2017: $24,953,118Liabilities 2017: $11,291,636Net Assets 2017: $13,661,4822017Assets 2018: $24,238,934Liabilities 2018: $9,664,503Net Assets 2018: $14,574,4312018Assets 2019: $30,171,479Liabilities 2019: $9,972,112Net Assets 2019: $20,199,3672019Assets 2020: $34,567,514Liabilities 2020: $4,192,785Net Assets 2020: $30,374,7292020Assets 2021: $38,275,834Liabilities 2021: $4,553,486Net Assets 2021: $33,722,3482021Assets 2022: $38,867,987Liabilities 2022: $4,451,991Net Assets 2022: $34,415,9962022Assets 2023: $44,894,142Liabilities 2023: $5,172,680Net Assets 2023: $39,721,4622023Assets 2024: $50,753,409Liabilities 2024: $4,749,167Net Assets 2024: $46,004,2422024

Highlighted filing

2014

Assets$29,704,835
Liabilities$11,257,196
Net Assets$18,447,639
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40M$30M$20M$10M$0-$10MExpenses 2010: $15,577,7172010Expenses 2011: $14,875,1022011Expenses 2012: $16,389,8662012Expenses 2013: $16,647,6992013Revenue 2014: $22,717,010Expenses 2014: $18,877,477Net Income 2014: $3,839,5332014Revenue 2015: $21,686,005Expenses 2015: $21,922,861Net Income 2015: -$236,8562015Revenue 2016: $19,035,362Expenses 2016: $22,480,386Net Income 2016: -$3,445,0242016Revenue 2017: $20,826,341Expenses 2017: $22,842,700Net Income 2017: -$2,016,3592017Revenue 2018: $21,341,882Expenses 2018: $21,613,735Net Income 2018: -$271,8532018Revenue 2019: $21,516,447Expenses 2019: $16,397,034Net Income 2019: $5,119,4132019Revenue 2020: $21,694,700Expenses 2020: $17,988,532Net Income 2020: $3,706,1682020Revenue 2021: $32,572,051Expenses 2021: $26,886,835Net Income 2021: $5,685,2162021Revenue 2022: $22,623,023Expenses 2022: $18,823,284Net Income 2022: $3,799,7392022Revenue 2023: $21,504,054Expenses 2023: $17,403,839Net Income 2023: $4,100,2152023Revenue 2024: $22,676,312Expenses 2024: $19,145,122Net Income 2024: $3,531,1902024

Highlighted filing

2014

Revenue$22,717,010
Expenses$18,877,477
Net Income$3,839,533
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Mar 31, 2015
Return Version
2013v4.0
Gross Receipts
$27,760,079
Mission and Program Overview

Mission

To provide health & welfare benefits to members.

Provide medical, disability, vision and life insurance benefits to eligible participating union members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,575,312$11,131,661▲ $1,556,349
Investments Other Securities$6,521,025$8,465,189▲ $1,944,164
Savings and Temporary Cash Investments$5,655,671$7,368,183▲ $1,712,512
Accounts Receivable$2,042,554$2,630,938▲ $588,384
Prepaid Expenses and Deferred Charges$159,632$108,864▼ $50,768
Total Assets$23,954,194$29,704,835▲ $5,750,641
Liabilities
Other Liabilities$6,181,000$7,440,000▲ $1,259,000
Accounts Payable and Accrued Expenses$2,882,353$3,817,196▲ $934,843
Total Liabilities$9,063,353$11,257,196▲ $2,193,843
Net Assets / Fund Balance
Unrestricted Net Assets$14,890,841$18,447,639▲ $3,556,798
Total Net Assets Fund Balance$14,890,841$18,447,639▲ $3,556,798
Total Liabilities and Net Assets / Fund Balance$23,954,194$29,704,835▲ $5,750,641

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$8,465,189--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
George CattrellEmployer Trustee
Jim SloanEmployer Trustee
Kalman PotterEmployer Trustee
Kenneth MorrisonEmployer Trustee
Barry EvansUnion Trustee
Jeff WhiteUnion Trustee
R Keith PoolUnion Trustee
Ralph WhiteUnion Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$21,338,066
Investment Income
$269,976
Other Revenue
$1,108,968
Change in Net Assets
$3,839,533

Audited Revenue Reconciliation

Revenue per Audited Statements
$22,717,010
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$976,265
Total Revenue per Audited Statements
$23,693,275
Total Revenue per Form 990
$22,717,010
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$334,960
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---$18,542,517
Fees for Services Management---$206,834
Fees for Services Legal---$34,403
Office Expenses---$29,062
Other Expenses---$19,805
Fees for Services Accounting---$18,400
Fees for Service Investment Mgmnt Fees---$15,460
Conferences and Meetings---$10,996
Total Functional Expenses$0$0$0$18,877,477

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$18,877,477
Total Expenses per Audited Statements$18,877,477
Total Expenses per Form 990$18,877,477
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Estimated Liability Reserve$6,287,000
Estimated Liability Ibnr$1,153,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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 11

“The form 990 is reviewed by an administrator and the controller of the third party administrator's office. Copies of the form 990 will then be distributed to the trustees for their review.”

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

“Conflict of interest policies are mailed out annually to all board of trustee members. The members sign, and return the policies to ensure compliance with the policy.”

Form 990, Part VI, Section C, Line 19

“The organization makes its documents available upon request.”

Filing and Contact Details

Filer

EIN
23-7169770
Phone
4124314710

Signing Officer

Name
Ralph White
Title
Trustee
Phone
4124314710
Signed
2015-03-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ralph White
Formed
1976
Legal Domicile
Oh
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Preparer
Thomas J Anness CPA
Phone
3307585716
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in accum. Est. Liab -1,284,000. Change in pending-ibnr reserv 25,000.”

FORM 990, PART XII, LINE 2C:

“Form 990, part xi, line 2c, oversight committee of the audit/auditor: the organization's process for oversight of the audit of its financial statements and selection of an independent accountant has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The provisions of accounting for uncertainty in income taxes prescribe a recognition threshold and a measurement attribute for the financial statement recognition and measurement of tax positions taken or expected to be taken in a tax return. For those benefits to be recognized, a tax position must be more-likely-then-not to be sustained upon examination by taxing authorities. The plan administrator has analyzed tax positions taken by the plan, and has concluded that as of june 30, 2014, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any periods in progress. The plan administrator believes it is no longer subject to potential income tax examinations for the years prior to 2010.”

Raw XML Appendix344 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/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt022717010
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PROVISIONS OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES PRESCRIBE A RECOGNITION THRESHOLD AND A MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. FOR THOSE BENEFITS TO BE RECOGNIZED, A TAX POSITION MUST BE MORE-LIKELY-THEN-NOT TO BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE PLAN ADMINISTRATOR HAS ANALYZED TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF JUNE 30, 2014, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO POTENTIAL INCOME TAX EXAMINATIONS FOR THE YEARS PRIOR TO 2010.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt08465189
IRS990ScheduleD/TotalExpensesPerForm990Amt018877477
IRS990ScheduleD/TotalLiabilityAmt07440000
IRS990ScheduleD/TotalRevenuePerForm990Amt022717010
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt023693275
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt018877477
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY AN ADMINISTRATOR AND THE CONTROLLER OF THE THIRD PARTY ADMINISTRATOR'S OFFICE. COPIES OF THE FORM 990 WILL THEN BE DISTRIBUTED TO THE TRUSTEES FOR THEIR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFLICT OF INTEREST POLICIES ARE MAILED OUT ANNUALLY TO ALL BOARD OF TRUSTEE MEMBERS. THE MEMBERS SIGN, AND RETURN THE POLICIES TO ENSURE COMPLIANCE WITH THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CHANGE IN ACCUM. EST. LIAB -1,284,000. CHANGE IN PENDING-IBNR RESERV 25,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990, PART XI, LINE 2C, OVERSIGHT COMMITTEE OF THE AUDIT/AUDITOR: THE ORGANIZATION'S PROCESS FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt023954194
IRS990/TotalAssetsEOYAmt029704835
IRS990/TotalAssetsGrp/BOYAmt023954194
IRS990/TotalAssetsGrp/EOYAmt029704835
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt018877477
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt09063353
IRS990/TotalLiabilitiesEOYAmt011257196
IRS990/TotalLiabilitiesGrp/BOYAmt09063353
IRS990/TotalLiabilitiesGrp/EOYAmt011257196
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt014890841
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt018447639
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt021338066
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt022717010
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt022717010
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt023954194
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt029704835
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt014890841
IRS990/UnrestrictedNetAssetsGrp/EOYAmt018447639
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine105 HOT METAL STREET
IRS990/USAddress/City0PITTSBURGH
IRS990/USAddress/State0PA
IRS990/USAddress/ZIPCode015203
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RALPH WHITE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04124314710
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-31
ReturnHeader/Filer/BusinessName/BusinessNameLine10OHIO STATE PLUMBERS
ReturnHeader/Filer/BusinessName/BusinessNameLine20& PIPEFITTERS HEALTH AND WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0OHIO
ReturnHeader/Filer/EIN0237169770
ReturnHeader/Filer/PhoneNum04124314710
ReturnHeader/Filer/USAddress/AddressLine105 HOT METAL STREET NO 200
ReturnHeader/Filer/USAddress/City0PITTSBURGH
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode015203
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341451668
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ANNESS GERLACH & WILLIAMS CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 3827
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0YOUNGSTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0445133827
ReturnHeader/PreparerPersonGrp/PhoneNum03307585716
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS J ANNESS CPA
ReturnHeader/ReturnTs02015-04-01T08:11:14-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$29,704,835
Liabilities
$11,257,196
Net assets
$18,447,639
Revenue
$22,717,010
Expenses
$18,877,477
Net income
$3,839,533
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$50.8$4.75$46.0$22.7$19.1$3.53
2023Detailed filing. Detailed filing data is available for this year.$44.9$5.17$39.7$21.5$17.4$4.10
2022Detailed filing. Detailed filing data is available for this year.$38.9$4.45$34.4$22.6$18.8$3.80
2021Detailed filing. Detailed filing data is available for this year.$38.3$4.55$33.7$32.6$26.9$5.69
2020Detailed filing. Detailed filing data is available for this year.$34.6$4.19$30.4$21.7$18.0$3.71
2019Detailed filing. Detailed filing data is available for this year.$30.2$9.97$20.2$21.5$16.4$5.12
2018Detailed filing. Detailed filing data is available for this year.$24.2$9.66$14.6$21.3$21.6$0.27
2017Detailed filing. Detailed filing data is available for this year.$25.0$11.3$13.7$20.8$22.8$2.02
2016Detailed filing. Detailed filing data is available for this year.$27.0$15.6$11.4$19.0$22.5$3.45
2015Detailed filing. Detailed filing data is available for this year.$30.4$15.6$14.8$21.7$21.9$0.24
2014Detailed filing. Detailed filing data is available for this year.$29.7$11.3$18.4$22.7$18.9$3.84
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.0$9.06$14.9$16.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.3$7.80$13.5$16.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.4$7.44$12.9$14.9
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.6$7.57$11.0$15.6