Civic Intelligence

Insulators Local No #2 Welfare Fund

990 • Fiscal year 2020 • EIN 25-6030310

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 11, 2021

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

59th percentile

0.04x

Higher debt load relative to assets than 59% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

69th percentile

0.09x

Higher debt load relative to revenue than 69% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Net Margin

22nd percentile

-3.3%

Higher net margin than 22% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Asset Growth

57th percentile

8.7%

Faster asset growth than 57% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

25th percentile

-10%

Faster revenue growth than 25% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$23,683,295

Up $1,892,978 (+8.7%) from 2019

Net Assets

Up

$22,700,061

Up $1,504,494 (+7.1%) from 2019

Liabilities

Up

$983,234

Up $388,484 (+65%) from 2019

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin22nd percentile

Revenue

Down

$10,936,779

Down $1,229,442 (-10%) from 2019

Expenses

Up

$11,294,792

Up $981,835 (+9.5%) from 2019

Net Income

Down

-$358,013

Down $2,211,277 (-119%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2020

Assets$23,683,295
Liabilities$983,234
Net Assets$22,700,061
Open 2020 Filing

Operations Trend

Revenue Growth25th 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

2020

Revenue$10,936,779
Expenses$11,294,792
Net Income-$358,013
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 11, 2021
Return Version
2020v4.1
Gross Receipts
$17,559,051
Mission and Program Overview

Mission

To provide health & welfare benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$21,195,567$22,700,061▲ $1,504,494
Investments in Publicly Traded Securities$9,561,445$10,879,882▲ $1,318,437
Investments Other Securities$7,019,248$7,793,424▲ $774,176
Accounts Receivable$2,733,498$3,129,129▲ $395,631
Cash and Non-Interest-Bearing Accounts$1,927,755$1,255,344▼ $672,411
Savings and Temporary Cash Investments$151,430$238,778▲ $87,348
Total Assets$21,790,317$23,683,295▲ $1,892,978
Other Assets Total$396,941$386,738▼ $10,203
Liabilities
Accounts Payable and Accrued Expenses$585,673$977,742▲ $392,069
Other Liabilities$9,077$5,492▼ $3,585
Total Liabilities$594,750$983,234▲ $388,484
Net Assets / Fund Balance
Total Net Assets Fund Balance$21,195,567$22,700,061▲ $1,504,494
Total Liabilities and Net Assets / Fund Balance$21,790,317$23,683,295▲ $1,892,978

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$50,000--
Other Securities$7,793,424--
Compensation and Service Providers
Top Officer Pay49th 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
$10,705,182
Investment Income
$231,597
Other Revenue
$0
Change in Net Assets
$-358,013

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,460,535
Revenue Not Reported on Financial Statements
$476,244
Revenue Not Reported on Form 990
$1,862,507
Other Revenue Adjustments
$404,652
Total Revenue per Audited Statements
$12,323,042
Total Revenue per Form 990
$10,936,779
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$403,614
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--$10,891,178
Fees for Service Investment Mgmnt Fees$0$0$0$71,592
Fees for Services Legal$0$0$0$52,165
Fees for Services Accounting$0$0$0$30,320
Insurance$0$0$0$12,469
Office Expenses$0$0$0$10,961
All Other Expenses$0$0$0$5,378
Other Expenses$0$0$0$2,555
Conferences and Meetings$0$0$0$-491
Total Functional Expenses$0$0$0$11,294,792

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$11,294,792
Expenses per Audited Statements$10,818,548
Total Expenses per Audited Statements$10,818,548
Expenses Not Reported on Financial Statements$476,244
Other Expense Adjustments$404,652
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$5,492
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
2021-10-11
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
2
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 770 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/Desc5WEX - HRA RESERVE DEPOSIT
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05492
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/OtherRevenuesNotIncludedAmt0404652
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt07793424
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENTS IN 401H
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0476244
IRS990ScheduleD/RevenueSubtotalAmt010460535
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/TotalBookValueSecuritiesAmt07793424
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IRS990ScheduleD/TotalLiabilityAmt05492
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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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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,683,295
Liabilities
$983,234
Net assets
$22,700,061
Revenue
$10,936,779
Expenses
$11,294,792
Net income
-$358,013
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