Civic Intelligence

Insulators Local No #2 Welfare Fund

990 • Fiscal year 2019 • EIN 25-6030310

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 24, 2020

Organization ProfileN/A

View Organization Page

5 Hot Metal StreetPittsburgh, PA 15203

(412) 432-1143

Siviq Scores

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

Liabilities / Assets

51st percentile

0.03x

Higher debt load relative to assets than 51% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

56th percentile

0.05x

Higher debt load relative to revenue than 56% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Net Margin

69th percentile

15%

Higher net margin than 69% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

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.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Asset Growth

79th percentile

22%

Faster asset growth than 79% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

55th percentile

5.9%

Faster revenue growth than 55% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$21,790,317

Up $3,872,046 (+22%) from 2018

Net Assets

Up

$21,195,567

Up $3,808,116 (+22%) from 2018

Liabilities

Up

$594,750

Up $63,930 (+12%) from 2018

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin69th percentile

Revenue

Up

$12,166,221

Up $680,672 (+5.9%) from 2018

Expenses

Down

$10,312,957

Down $740,770 (-6.7%) from 2018

Net Income

Up

$1,853,264

Up $1,421,442 (+329%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth79th 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

2019

Assets$21,790,317
Liabilities$594,750
Net Assets$21,195,567
Open 2019 Filing

Operations Trend

Revenue Growth55th 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

2019

Revenue$12,166,221
Expenses$10,312,957
Net Income$1,853,264
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 24, 2020
Return Version
2019v5.1
Gross Receipts
$17,247,494
Mission and Program Overview

Mission

To provide health & welfare benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$17,387,451$21,195,567▲ $3,808,116
Investments in Publicly Traded Securities$8,094,811$9,561,445▲ $1,466,634
Investments Other Securities$5,810,931$7,019,248▲ $1,208,317
Accounts Receivable$1,495,478$2,733,498▲ $1,238,020
Cash and Non-Interest-Bearing Accounts$1,873,694$1,927,755▲ $54,061
Savings and Temporary Cash Investments$246,497$151,430▼ $95,067
Total Assets$17,918,271$21,790,317▲ $3,872,046
Other Assets Total$396,860$396,941▲ $81
Liabilities
Accounts Payable and Accrued Expenses$528,667$585,673▲ $57,006
Other Liabilities$2,153$9,077▲ $6,924
Total Liabilities$530,820$594,750▲ $63,930
Net Assets / Fund Balance
Total Net Assets Fund Balance$17,387,451$21,195,567▲ $3,808,116
Total Liabilities and Net Assets / Fund Balance$17,918,271$21,790,317▲ $3,872,046

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$50,000--
Other Securities$7,019,248--
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
$11,699,848
Investment Income
$466,373
Other Revenue
$0
Change in Net Assets
$1,853,264

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,708,300
Revenue Not Reported on Financial Statements
$457,921
Revenue Not Reported on Form 990
$1,954,852
Other Revenue Adjustments
$391,941
Total Revenue per Audited Statements
$13,663,152
Total Revenue per Form 990
$12,166,221
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$391,089
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--$9,921,868
Fees for Services Legal$0$0$0$76,329
Fees for Service Investment Mgmnt Fees$0$0$0$65,980
Fees for Services Accounting$0$0$0$29,129
Insurance$0$0$0$17,911
Conferences and Meetings$0$0$0$16,186
All Other Expenses$0$0$0$3,841
Office Expenses$0$0$0$3,649
Other Expenses$0$0$0$1,185
Total Functional Expenses$0$0$0$10,312,957

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$10,312,957
Expenses per Audited Statements$9,855,036
Total Expenses per Audited Statements$9,855,036
Expenses Not Reported on Financial Statements$457,921
Other Expense Adjustments$391,941
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$9,077
Due to Annuity Fund$0
Due to Pension Fund$0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
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
Filing and Contact Details

Filer

Filer Name
Asbestos Workers LU #2 Welfare Fund
EIN
25-6030310
Phone
4124321143
Address
5 Hot Metal Street, Pittsburgh, PA 15203

Signing Officer

Name
James Cassidy
Title
Trustee
Phone
4124321143
Signed
2020-09-24
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
5000 WATERDAM PLAZA DR STE 220, MCMURRAY, PA 15317
Preparer
Jonathan W Byerly
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.”

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 772 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/OtherExpensesNotIncludedAmt0391941
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt09077
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt10
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt20
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0EMPLOYEE CONTRIBUTIONS RECEIVED IN ADVANCE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO ANNUITY FUND
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO PENSION FUND
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0391941
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt07019248
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENTS IN 401H
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
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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
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IRS990ScheduleD/TotalBookValueSecuritiesAmt07019248
IRS990ScheduleD/TotalExpensesPerForm990Amt010312957
IRS990ScheduleD/TotalLiabilityAmt09077
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IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt09855036
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/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt XII, Line 2c
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct110.00000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$21,790,317
Liabilities
$594,750
Net assets
$21,195,567
Revenue
$12,166,221
Expenses
$10,312,957
Net income
$1,853,264
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