Civic Intelligence

Steamfitters 449 Medical & Benefit Fund

EIN 25-6032450 • 501(c)9 • Harmony, PA

View Organization Page

Profile

To pay health and welfare benefits

232 Wise Road 220Harmony, PA 16037

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

Higher debt load relative to assets than 33% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

34th percentile

0.01x

Higher debt load relative to revenue than 34% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Net Margin

71st percentile

14%

Higher net margin than 71% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

501(c)9 • $100M-$250M nonprofits • Source year 2024

Asset Growth

58th percentile

8.7%

Faster asset growth than 58% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

24th percentile

-1.3%

Faster revenue growth than 24% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$100,849,349

Up $16,012,558 (+19%) from 2022

Liabilities

Up

$421,630

Up $300,272 (+247%) from 2022

Net Assets

Up

$100,427,719

Up $15,712,286 (+19%) from 2022

Operations
Liabilities / Revenue34th percentileNet Margin71st percentile

Revenue

Up

$46,437,966

Up $12,681,535 (+38%) from 2022

Expenses

Up

$39,722,351

Up $4,145,060 (+12%) from 2022

Net Income

Up

$6,715,615

Up $8,536,475 (+469%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150M$100M$50M$0Assets 2010: $26,249,172Liabilities 2010: $19,055Net Assets 2010: $26,230,1172010Assets 2011: $27,524,693Liabilities 2011: $41,542Net Assets 2011: $27,483,1512011Assets 2013: $35,190,477Liabilities 2013: $696,329Net Assets 2013: $34,494,1482013Assets 2016: $37,758,526Liabilities 2016: $2,469,023Net Assets 2016: $35,289,5032016Assets 2017: $33,981,821Liabilities 2017: $113,610Net Assets 2017: $33,868,2112017Assets 2019: $67,483,009Liabilities 2019: $5,358,654Net Assets 2019: $62,124,3552019Assets 2022: $84,836,791Liabilities 2022: $121,358Net Assets 2022: $84,715,4332022Assets 2024: $100,849,349Liabilities 2024: $421,630Net Assets 2024: $100,427,7192024

Highlighted filing

2024

Assets$100,849,349
Liabilities$421,630
Net Assets$100,427,719
Open 2024 Filing

Operations Trend

Revenue Growth24th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60M$40M$20M$0-$20MExpenses 2010: $15,077,8012010Expenses 2011: $14,873,5482011Revenue 2013: $17,984,447Expenses 2013: $15,622,103Net Income 2013: $2,362,3442013Revenue 2016: $26,250,697Expenses 2016: $32,937,720Net Income 2016: -$6,687,0232016Revenue 2017: $31,578,209Expenses 2017: $32,999,501Net Income 2017: -$1,421,2922017Revenue 2019: $54,301,426Expenses 2019: $31,773,593Net Income 2019: $22,527,8332019Revenue 2022: $33,756,431Expenses 2022: $35,577,291Net Income 2022: -$1,820,8602022Revenue 2024: $46,437,966Expenses 2024: $39,722,351Net Income 2024: $6,715,6152024

Highlighted filing

2024

Revenue$46,437,966
Expenses$39,722,351
Net Income$6,715,615
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$100,849,349
Liabilities
$421,630
Net assets
$100,427,719
Revenue
$46,437,966
Expenses
$39,722,351
Net income
$6,715,615
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$101$0.42$100$46.4$39.7$6.72
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$84.8$0.12$84.7$33.8$35.6$1.82
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$67.5$5.36$62.1$54.3$31.8$22.5
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.0$0.11$33.9$31.6$33.0$1.42
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.8$2.47$35.3$26.3$32.9$6.69
2013Detailed filing. Detailed filing data is available for this year.$35.2$0.70$34.5$18.0$15.6$2.36
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.5$0.04$27.5$14.9
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.2$0.02$26.2$15.1
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$33,756,431
Mission and Program Overview

Mission

To pay health and welfare benefits

To pay medical benefits for members of a trade union, their spouses and their dependents

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$86,536,293$84,715,433▼ $1,820,860
Investments in Publicly Traded Securities$55,762,409$49,825,967▼ $5,936,442
Cash and Non-Interest-Bearing Accounts$19,920,628$26,568,275▲ $6,647,647
Accounts Receivable$11,919,359$6,868,966▼ $5,050,393
Savings and Temporary Cash Investments$1,620,301$1,427,589▼ $192,712
Prepaid Expenses and Deferred Charges$17,859$17,904▲ $45
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$89,351,885$84,836,791▼ $4,515,094
Other Assets Total$111,329$128,090▲ $16,761
Liabilities
Accounts Payable and Accrued Expenses$2,815,592$121,358▼ $2,694,234
Total Liabilities$2,815,592$121,358▼ $2,694,234
Net Assets / Fund Balance
Total Net Assets Fund Balance$86,536,293$84,715,433▼ $1,820,860
Total Liabilities and Net Assets / Fund Balance$89,351,885$84,836,791▼ $4,515,094
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
James HardingUnion Trustee - Chairman
Dan LugailaManagement Trustee
Ray GajskiManagement Trustee
Regis ClausManagement Trustee
Andrew BeardsleyUnion Trustee
Harry SterlingUnion Trustee
Kenneth BroadbentUnion Trustee
Richard KingUnion Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$39,833,246
Investment Income
$1,248,502
Other Revenue
$-7,325,317
Change in Net Assets
$-1,820,860

Audited Revenue Reconciliation

Revenue per Audited Statements
$33,756,431
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$33,756,431
Total Revenue per Form 990
$33,756,431
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$549,082
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---$35,028,209
Fees for Service Investment Mgmnt Fees---$91,276
Insurance---$45,505
Fees for Services Legal---$28,084
Fees for Services Accounting---$22,490
Other Expenses---$9,600
Total Functional Expenses$0$0$0$35,577,291

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$35,577,291
Total Expenses per Audited Statements$35,577,291
Total Expenses per Form 990$35,577,291
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
Governance and Compliance

Governance Checklist

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

“The form 990 is prepared by certified public accountants. Upon completion it is reviewed by trustees before submission.”

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

“Areas of possible conflict reviewed by trustees as needed.”

Form 990, Part VI, Section C, Line 19

“The governing documents and all financial statements are maintained in the administrative office and are available for review upon request.”

Filing and Contact Details

Filer

Filer Name
Steamfitters 449 Medical & Benefit
EIN
25-6032450
Phone
4123810300
Address
232 WISE ROAD 220, HARMONY, PA 16037

Signing Officer

Name
James Harding
Title
Trustee - Chairman
Phone
4123811133
Signed
2023-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Harding
Formed
1953
Legal Domicile
Pa
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Henry Rossi & Co Llp
Address
50 SECO ROAD SUITE A, MONROEVILLE, PA 15146
Preparer
Timothy Schneider CPA
Phone
4128564880
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization's board of trustees assumes responsibility for oversight of the audit of its financial statements and selection of an independent accountant.”

Financial Statement Notes

PART X, LINE 2:

“The plan obtained a favorable determination letter in which the internal revenue service stated that the plan is qualified under section 501(c)(9) of the internal revenue code and is exempt from income tax under section 501(a) of the code. The trustees believe that the plan, as amended, continues to qualify and operate as designed. Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that 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 tax periods in progress.”

Raw XML Appendix365 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.

Path#Value
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IRS990/Form990PartVIISectionAGrp/PersonNm2HARRY STERLING
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IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt033756431
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN OBTAINED A FAVORABLE DETERMINATION LETTER IN WHICH THE INTERNAL REVENUE SERVICE STATED THAT THE PLAN IS QUALIFIED UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM INCOME TAX UNDER SECTION 501(A) OF THE CODE. THE TRUSTEES BELIEVE THAT THE PLAN, AS AMENDED, CONTINUES TO QUALIFY AND OPERATE AS DESIGNED. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT 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 TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt035577291
IRS990ScheduleD/TotalRevenuePerForm990Amt033756431
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt033756431
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt035577291
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PREPARED BY CERTIFIED PUBLIC ACCOUNTANTS. UPON COMPLETION IT IS REVIEWED BY TRUSTEES BEFORE SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AREAS OF POSSIBLE CONFLICT REVIEWED BY TRUSTEES AS NEEDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING DOCUMENTS AND ALL FINANCIAL STATEMENTS ARE MAINTAINED IN THE ADMINISTRATIVE OFFICE AND ARE AVAILABLE FOR REVIEW UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
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 XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0INFORMATION IS MAINTAINED BY THE PLAN ADMINISTRATOR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0INFORMATION IS MAINTAINED BY THE PLAN ADMINISTRATOR
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0RELATED ORGANIZATIONS ARE CONTRIBUTING EMPLOYERS.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R, PARTS II AND IV
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt089351885
IRS990/TotalAssetsEOYAmt084836791
IRS990/TotalAssetsGrp/BOYAmt089351885
IRS990/TotalAssetsGrp/EOYAmt084836791
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt035577291
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02815592
IRS990/TotalLiabilitiesEOYAmt0121358
IRS990/TotalLiabilitiesGrp/BOYAmt02815592
IRS990/TotalLiabilitiesGrp/EOYAmt0121358
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt086536293
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt084715433
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt035577291
IRS990/TotalProgramServiceRevenueAmt039833246
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt033756431
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt033756431
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt089351885
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt084836791
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0232 WISE ROAD 220
IRS990/USAddress/CityNm0HARMONY
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd016037
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES HARDING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE - CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum04123811133
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEAMFITTERS 449 MEDICAL & BENEFIT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FUND
ReturnHeader/Filer/BusinessNameControlTxt0STEA
ReturnHeader/Filer/EIN0256032450
ReturnHeader/Filer/PhoneNum04123810300
ReturnHeader/Filer/USAddress/AddressLine1Txt0232 WISE ROAD 220
ReturnHeader/Filer/USAddress/CityNm0HARMONY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd016037
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251698043
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HENRY ROSSI & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050 SECO ROAD SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONROEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015146
ReturnHeader/PreparerPersonGrp/PhoneNum04128564880
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY SCHNEIDER CPA
ReturnHeader/ReturnTs02023-11-15T13:40:25-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HARDING
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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