Civic Intelligence

Insulators Local No #2 Welfare Fund

990 • Fiscal year 2023 • EIN 25-6030310

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 15, 2024

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

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

2023 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

27th percentile

0.00x

Higher debt load relative to revenue than 27% of similar nonprofits.

2023 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2023

Net Margin

27th percentile

-2.8%

Higher net margin than 27% of similar nonprofits.

2023 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2023 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2023

Asset Growth

40th percentile

4.9%

Faster asset growth than 40% of similar nonprofits.

2023 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

7th percentile

-27%

Faster revenue growth than 7% of similar nonprofits.

2023 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$37,425,839

Up $1,759,514 (+4.9%) from 2022

Net Assets

Up

$37,371,113

Up $1,942,280 (+5.5%) from 2022

Liabilities

Down

$54,726

Down $182,766 (-77%) from 2022

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin27th percentile

Revenue

Down

$12,160,294

Down $4,447,482 (-27%) from 2022

Expenses

Up

$12,498,051

Up $2,259,812 (+22%) from 2022

Net Income

Down

-$337,757

Down $6,707,294 (-105%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2023

Assets$37,425,839
Liabilities$54,726
Net Assets$37,371,113
Open 2023 Filing

Operations Trend

Revenue Growth7th 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

2023

Revenue$12,160,294
Expenses$12,498,051
Net Income-$337,757
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 15, 2024
Return Version
2023v5.1
Gross Receipts
$22,458,078
Mission and Program Overview

Mission

To provide health & welfare benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$35,428,833$37,371,113▲ $1,942,280
Investments in Publicly Traded Securities$16,350,379$19,577,845▲ $3,227,466
Investments Other Securities$9,919,416$10,879,310▲ $959,894
Savings and Temporary Cash Investments$758,455$3,785,630▲ $3,027,175
Accounts Receivable$2,184,721$2,225,979▲ $41,258
Cash and Non-Interest-Bearing Accounts$6,262,146$732,578▼ $5,529,568
Total Assets$35,666,325$37,425,839▲ $1,759,514
Other Assets Total$191,208$224,497▲ $33,289
Liabilities
Accounts Payable and Accrued Expenses$234,636$40,270▼ $194,366
Other Liabilities$2,856$14,456▲ $11,600
Total Liabilities$237,492$54,726▼ $182,766
Net Assets / Fund Balance
Total Net Assets Fund Balance$35,428,833$37,371,113▲ $1,942,280
Total Liabilities and Net Assets / Fund Balance$35,666,325$37,425,839▲ $1,759,514

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$50,000--
Other Securities$10,879,310--
Compensation and Service Providers
Top Officer Pay44th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$11,351,597
Investment Income
$805,220
Other Revenue
$3,477
Change in Net Assets
$-337,757

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,675,617
Revenue Not Reported on Financial Statements
$484,677
Revenue Not Reported on Form 990
$2,280,037
Other Revenue Adjustments
$333,732
Total Revenue per Audited Statements
$13,955,654
Total Revenue per Form 990
$12,160,294
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$446,285
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--$12,051,766
Fees for Service Investment Mgmnt Fees$0$0$0$150,945
Fees for Services Accounting$0$0$0$32,330
Fees for Services Legal$0$0$0$26,904
Insurance$0$0$0$18,228
Conferences and Meetings$0$0$0$15,533
Office Expenses$0$0$0$14,769
All Other Expenses$0$0$0$8,852
Other Expenses$0$0$0$1,159
Total Functional Expenses$0$0$0$12,498,051

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$12,498,051
Expenses per Audited Statements$12,013,374
Total Expenses per Audited Statements$12,013,374
Expenses Not Reported on Financial Statements$484,677
Other Expense Adjustments$333,732
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$14,456
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
Insulators Local No #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
2024-10-15
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
15
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 796 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/OtherLiabilitiesOrgGrp/Desc0EMPLOYEE CONTRIBUTIONS RECEIVED IN ADVANCE
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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
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IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt XII, Line 4b
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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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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,425,839
Liabilities
$54,726
Net assets
$37,371,113
Revenue
$12,160,294
Expenses
$12,498,051
Net income
-$337,757
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