Civic Intelligence

Insulators Local No #2 Welfare Fund

990 • Fiscal year 2018 • EIN 25-6030310

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 12, 2019

Organization ProfileN/A

View Organization Page

6500 Brooktree RoadWexford, PA 15090

(724) 933-0459

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.03x

Higher debt load relative to assets than 52% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

55th percentile

0.05x

Higher debt load relative to revenue than 55% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2018

Net Margin

50th percentile

3.8%

Higher net margin than 50% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

2018 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2018

Asset Growth

48th percentile

0.1%

Faster asset growth than 48% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

83rd percentile

20%

Faster revenue growth than 83% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$17,918,271

Up $21,886 (+0.1%) from 2017

Net Assets

Down

$17,387,451

Down $308,897 (-1.7%) from 2017

Liabilities

Up

$530,820

Up $330,783 (+165%) from 2017

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin50th percentile

Revenue

Up

$11,485,549

Up $1,929,571 (+20%) from 2017

Expenses

Down

$11,053,727

Down $494,474 (-4.3%) from 2017

Net Income

Up

$431,822

Up $2,424,045 (+122%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$40M$30M$20M$10M$0Assets 2017: $17,896,385Liabilities 2017: $200,037Net Assets 2017: $17,696,3482017Assets 2018: $17,918,271Liabilities 2018: $530,820Net Assets 2018: $17,387,4512018Assets 2019: $21,790,317Liabilities 2019: $594,750Net Assets 2019: $21,195,5672019Assets 2020: $23,683,295Liabilities 2020: $983,234Net Assets 2020: $22,700,0612020Assets 2021: $34,995,845Liabilities 2021: $3,219,541Net Assets 2021: $31,776,3042021Assets 2022: $35,666,325Liabilities 2022: $237,492Net Assets 2022: $35,428,8332022Assets 2023: $37,425,839Liabilities 2023: $54,726Net Assets 2023: $37,371,1132023Assets 2024: $37,618,631Liabilities 2024: $72,793Net Assets 2024: $37,545,8382024

Highlighted filing

2018

Assets$17,918,271
Liabilities$530,820
Net Assets$17,387,451
Open 2018 Filing

Operations Trend

Revenue Growth83rd percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2017: $9,555,978Expenses 2017: $11,548,201Net Income 2017: -$1,992,2232017Revenue 2018: $11,485,549Expenses 2018: $11,053,727Net Income 2018: $431,8222018Revenue 2019: $12,166,221Expenses 2019: $10,312,957Net Income 2019: $1,853,2642019Revenue 2020: $10,936,779Expenses 2020: $11,294,792Net Income 2020: -$358,0132020Revenue 2021: $16,860,239Expenses 2021: $9,658,269Net Income 2021: $7,201,9702021Revenue 2022: $16,607,776Expenses 2022: $10,238,239Net Income 2022: $6,369,5372022Revenue 2023: $12,160,294Expenses 2023: $12,498,051Net Income 2023: -$337,7572023Revenue 2024: $11,598,160Expenses 2024: $13,125,666Net Income 2024: -$1,527,5062024

Highlighted filing

2018

Revenue$11,485,549
Expenses$11,053,727
Net Income$431,822
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 12, 2019
Return Version
2018v3.1
Gross Receipts
$18,258,205
Mission and Program Overview

Mission

To provide health & welfare benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$17,696,348$17,387,451▼ $308,897
Investments in Publicly Traded Securities$9,469,660$8,094,811▼ $1,374,849
Investments Other Securities$6,029,067$5,810,931▼ $218,136
Cash and Non-Interest-Bearing Accounts$534,372$1,873,694▲ $1,339,322
Accounts Receivable$1,350,881$1,495,478▲ $144,597
Savings and Temporary Cash Investments$149,377$246,497▲ $97,120
Total Assets$17,896,385$17,918,271▲ $21,886
Other Assets Total$363,028$396,860▲ $33,832
Liabilities
Accounts Payable and Accrued Expenses$75,063$528,667▲ $453,604
Other Liabilities$124,974$2,153▼ $122,821
Total Liabilities$200,037$530,820▲ $330,783
Net Assets / Fund Balance
Total Net Assets Fund Balance$17,696,348$17,387,451▼ $308,897
Total Liabilities and Net Assets / Fund Balance$17,896,385$17,918,271▲ $21,886

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$50,000--
Other Securities$5,810,931--
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
James Burnham JrTrustee / Co-chairman
James CassidyTrustee / Co-chairman
Jonathan SeilerTrustee
Keith ConnollyTrustee
Michael LangsdorfTrustee
Timothy McmanusTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$11,207,001
Investment Income
$278,548
Other Revenue
$0
Change in Net Assets
$431,822

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,027,672
Revenue Not Reported on Financial Statements
$457,877
Revenue Not Reported on Form 990
$-740,719
Other Revenue Adjustments
$396,846
Total Revenue per Audited Statements
$10,286,953
Total Revenue per Form 990
$11,485,549
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$375,874
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$0--$10,677,853
Fees for Service Investment Mgmnt Fees$0$0$0$61,031
Fees for Services Legal$0$0$0$49,063
Fees for Services Accounting$0$0$0$28,489
Conferences and Meetings$0$0$0$22,567
Insurance$0$0$0$14,725
All Other Expenses$0$0$0$5,382
Office Expenses$0$0$0$2,711
Other Expenses$0$0$0$438
Total Functional Expenses$0$0$0$11,053,727

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$11,053,727
Expenses per Audited Statements$10,595,850
Total Expenses per Audited Statements$10,595,850
Expenses Not Reported on Financial Statements$457,877
Other Expense Adjustments$396,846
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
Employee Contributions Received in Advance$7,925
Due to Annuity Fund$-1,652
Due to Pension Fund$-4,120
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Asbestos Workers LU #2 Welfare Fund
EIN
25-6030310
Phone
7249330459
Address
6500 Brooktree Road, Wexford, PA 15090

Signing Officer

Name
James Cassidy
Title
Trustee
Phone
7249330459
Signed
2019-10-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Cassidy
Formed
1961
Legal Domicile
Pa
Voting Board Members
6
Independent Board Members
6
Employees
10
Volunteers
0

Preparer

Firm
Diclaudio & Kramer LLC
Address
50 Abele Road Suite 1001, Bridgeville, PA 15017
Preparer
Steven D Kramer
Phone
4122207722
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Reviewed by principal officer and signing trustee.”

Pt VI, Line 19

“Form 990 is available upon request.”

Pt XII, Line 2C

“Board of trustees selects and has oversight over auditor.”

Form 990, Part IX, Line 24E

“PCORI FEE 3384.”

Form 990, Part IX, Line 24E

“BANK FEES 1998.”

Financial Statement Notes

Pt XI, Line 4B

“401h Benefits ~ Shown as Net Activity on Audited Financials”

Pt XII, Line 4B

“401h Benefits ~ Shown as Net Activity on Audited Financials”

Raw XML AppendixShowing 400 of 776 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/OtherAssetsOrgGrp/Desc4CIGNA - HRA RESERVE DEPOSIT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc5WEX - HRA RESERVE DEPOSIT
IRS990ScheduleD/OtherExpensesNotIncludedAmt0396846
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt07925
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1-1652
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2-4120
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0EMPLOYEE CONTRIBUTIONS RECEIVED IN ADVANCE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO ANNUITY FUND
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO PENSION FUND
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0396846
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt05810931
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENTS IN 401H
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0-740719
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0457877
IRS990ScheduleD/RevenueSubtotalAmt011027672
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0401h Benefits ~ Shown as Net Activity on Audited Financials
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1401h Benefits ~ Shown as Net Activity on Audited Financials
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt XI, Line 4b
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt XII, Line 4b
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0396860
IRS990ScheduleD/TotalBookValueSecuritiesAmt05810931
IRS990ScheduleD/TotalExpensesPerForm990Amt011053727
IRS990ScheduleD/TotalLiabilityAmt02153
IRS990ScheduleD/TotalRevenuePerForm990Amt011485549
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt010286953
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt010595850
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Reviewed by principal officer and signing trustee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990 is available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Board of trustees selects and has oversight over auditor.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PCORI FEE 3384.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK FEES 1998.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt XII, Line 2c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0S
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt6S
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt11S
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt12C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt13C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt14C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt15C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt16C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt17C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd2PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd3PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd4PA
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd6PA
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd9KS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd10KS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd11PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd12PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd13PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd14PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd15MD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd16OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd17OH
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct80.00000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,918,271
Liabilities
$530,820
Net assets
$17,387,451
Revenue
$11,485,549
Expenses
$11,053,727
Net income
$431,822
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.6$0.07$37.5$11.6$13.1$1.53
2023Detailed filing. Detailed filing data is available for this year.$37.4$0.05$37.4$12.2$12.5$0.34
2022Detailed filing. Detailed filing data is available for this year.$35.7$0.24$35.4$16.6$10.2$6.37
2021Detailed filing. Detailed filing data is available for this year.$35.0$3.22$31.8$16.9$9.66$7.20
2020Detailed filing. Detailed filing data is available for this year.$23.7$0.98$22.7$10.9$11.3$0.36
2019Detailed filing. Detailed filing data is available for this year.$21.8$0.59$21.2$12.2$10.3$1.85
2018Detailed filing. Detailed filing data is available for this year.$17.9$0.53$17.4$11.5$11.1$0.43
2017Detailed filing. Detailed filing data is available for this year.$17.9$0.20$17.7$9.56$11.5$1.99