Civic Intelligence

Iatse Local 3 Welfare Fund

990 • Fiscal year 2011 • EIN 25-6063610

Jan 01, 2011 to Dec 31, 2011 • Filed on Jul 23, 2012

Three Gateway Center Ste 162515222
Siviq Scores

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

Liabilities / Assets

55th percentile

0.01x

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

2011 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$600,131

No earlier filing loaded for comparison.

Net Assets

$595,837

No earlier filing loaded for comparison.

Liabilities

$4,294

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$844,097

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $600,131Liabilities 2011: $4,294Net Assets 2011: $595,8372011Assets 2012: $427,151Liabilities 2012: $2,498Net Assets 2012: $424,6532012Assets 2013: $515,126Liabilities 2013: $95Net Assets 2013: $515,0312013Assets 2014: $513,377Liabilities 2014: $1,455Net Assets 2014: $511,9222014Assets 2015: $1,118,797Liabilities 2015: $1,433Net Assets 2015: $1,117,3642015Assets 2016: $1,792,368Liabilities 2016: $7,921Net Assets 2016: $1,784,4472016Assets 2017: $2,378,059Liabilities 2017: $8,906Net Assets 2017: $2,369,1532017Assets 2018: $2,721,882Liabilities 2018: $2,618Net Assets 2018: $2,719,2642018Assets 2019: $3,463,416Liabilities 2019: $557Net Assets 2019: $3,462,8592019Assets 2020: $3,389,238Liabilities 2020: $24Net Assets 2020: $3,389,2142020Assets 2021: $3,315,073Liabilities 2021: $2,124Net Assets 2021: $3,312,9492021Assets 2022: $3,289,532Liabilities 2022: $0Net Assets 2022: $3,289,5322022Assets 2023: $3,726,325Liabilities 2023: $442Net Assets 2023: $3,725,8832023Assets 2024: $3,857,773Liabilities 2024: $2,702Net Assets 2024: $3,855,0712024

Highlighted filing

2011

Assets$600,131
Liabilities$4,294
Net Assets$595,837

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $844,0972011Expenses 2012: $950,8772012Revenue 2013: $938,816Expenses 2013: $862,757Net Income 2013: $76,0592013Revenue 2014: $888,891Expenses 2014: $886,326Net Income 2014: $2,5652014Revenue 2015: $1,174,741Expenses 2015: $533,969Net Income 2015: $640,7722015Revenue 2016: $1,079,145Expenses 2016: $443,781Net Income 2016: $635,3642016Revenue 2017: $1,101,325Expenses 2017: $582,470Net Income 2017: $518,8552017Revenue 2018: $1,147,821Expenses 2018: $592,570Net Income 2018: $555,2512018Revenue 2019: $1,172,259Expenses 2019: $672,594Net Income 2019: $499,6652019Revenue 2020: $529,049Expenses 2020: $621,219Net Income 2020: -$92,1702020Revenue 2021: $544,052Expenses 2021: $644,272Net Income 2021: -$100,2202021Revenue 2022: $1,029,790Expenses 2022: $690,941Net Income 2022: $338,8492022Revenue 2023: $1,146,839Expenses 2023: $900,639Net Income 2023: $246,2002023Revenue 2024: $1,051,351Expenses 2024: $947,633Net Income 2024: $103,7182024

Highlighted filing

2011

Revenue-
Expenses$844,097
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Jul 23, 2012
Return Version
2011v1.2
Gross Receipts
$817,140
Mission and Program Overview

Mission

To provide health and welfare benefits to union members

Filing and Contact Details

Filer

EIN
25-6063610
Raw XML Appendix260 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
IRS990/AccountantCompileOrReview0false
IRS990/AccountsPayableAccruedExpenses/BOY032
IRS990/AccountsPayableAccruedExpenses/EOY04294
IRS990/AccountsReceivable/BOY0100683
IRS990/AccountsReceivable/EOY095316
IRS990/ActivitiesConductedPartnership0false
IRS990/ActivityOrMissionDescription0TO PROVIDE HEALTH AND WELFARE BENEFITS TO UNION MEMBERS
IRS990/ActivityOther/Description0I.A.T.S.E. LOCAL 3 WELFARE FUND PROVIDES HEALTH AND WELFARE BENEFITS TO MEMBERS OF I.A.T.S.E. LOCAL 3
IRS990/AddressPrincipalOfficerUS/AddressLine10THREE GATEWAY CENTER STE 1625
IRS990/AddressPrincipalOfficerUS/City0PITTSBURGH
IRS990/AddressPrincipalOfficerUS/State0PA
IRS990/AddressPrincipalOfficerUS/ZIPCode015222
IRS990/AuditCommittee0true
IRS990/BenefitsPaidToMembersCY0777833
IRS990/BenefitsPaidToMembersPriorYear0740039
IRS990/BenefitsToMembers/Total0777833
IRS990/BsnssRltnshpThruFamilyMember0false
IRS990/BsnssRltnshpWithOrganization0false
IRS990/CashNonInterestBearing/BOY056603
IRS990/ChangesToOrganizingDocs0false
IRS990/CollectionsOfArt0false
IRS990/CompensationFromOtherSources0false
IRS990/CompensationProcessCEO0false
IRS990/CompensationProcessOther0false
IRS990/ComplianceWithBackupWitholding0false
IRS990/ConferencesMeetings/Total01000
IRS990/ConflictOfInterestPolicy0false
IRS990/ConservationEasements0false
IRS990/ConsolidatedAuditFinancialStmt0false
IRS990/ContributionsGrantsCurrentYear00
IRS990/CreditCounseling0false
IRS990/DecisionsSubjectToApproval0false
IRS990/DeductibleContributionsOfArt0false
IRS990/DeductibleNonCashContributions0false
IRS990/DelegationOfManagementDuties0false
IRS990/DescribedIn501C30false
IRS990/Description0I.A.T.S.E. LOCAL 3 WELFARE FUND PROVIDES HEALTH AND WELFARE BENEFITS TO MEMBERS OF I.A.T.S.E. LOCAL 3
IRS990/DisregardedEntity0false
IRS990/DocumentRetentionPolicy0false
IRS990/DonorAdvisedFunds0false
IRS990/DoNotFollowSFAS1170X
IRS990/ElectionOfBoardMembers0false
IRS990/EmploymentTaxReturnsFiled0true
IRS990/FamilyOrBusinessRelationship0false
IRS990/FederalGrantAuditRequired0false
IRS990/FeesForServicesAccounting/Total02622
IRS990/FinancialStatementConsolidated0X
IRS990/ForeignActivities0false
IRS990/ForeignFinancialAccount0false
IRS990/ForeignOffice0false
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/NamePerson0BERNARD BLOOM
IRS990/Form990PartVIISectionA/NamePerson1DAVID BRANNIGAN
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/Title0TRUSTEE
IRS990/Form990PartVIISectionA/Title1TRUSTEE
IRS990/Form990ProvidedToGoverningBody0false
IRS990/FormersListed0false
IRS990/FSAudited0true
IRS990/FundraisingActivities0false
IRS990/GainOrLoss/Securities04022
IRS990/Gaming0false
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsToIndividuals0false
IRS990/GrantsToOrganizations0false
IRS990/GrantToRelatedPerson0false
IRS990/GrossAmountSalesAssets/Securities071926
IRS990/GrossReceipts0817140
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IndependentAuditFinancialStmt0true
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartIII0X
IRS990/InfoInScheduleOPartVI0X
IRS990/Insurance/Total01970
IRS990/InvestmentIncomeCurrentYear021426
IRS990/InvestmentIncome/ExclusionAmount017404
IRS990/InvestmentIncomePriorYear026015
IRS990/InvestmentIncome/TotalRevenueColumn017404
IRS990/InvestmentInJointVenture0false
IRS990/InvestmentsPubTradedSecurities/BOY0515512
IRS990/InvestmentsPubTradedSecurities/EOY0475213
IRS990/LessCostOthBasisSalesExpenses/Securities067904
IRS990/LoanToOfficerOrDQP0false
IRS990/LocalChapters0false
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0false
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees0true
IRS990/MinutesOfGoverningBody0true
IRS990/MissionDescription0TO PROVIDE HEALTH AND WELFARE BENEFITS TO UNION MEMBERS
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/NameOfPrincipalOfficerPerson0DAVID BRANNIGAN
IRS990/NbrIndependentVotingMembers02
IRS990/NbrVotingGoverningBodyMembers02
IRS990/NbrVotingMembersGoverningBody02
IRS990/NetAssetsOrFundBalancesBOY0719488
IRS990/NetAssetsOrFundBalancesEOY0595837
IRS990/NetGainOrLossInvestments/RelatedOrExemptFunctionIncome04022
IRS990/NetGainOrLossInvestments/TotalRevenueColumn04022
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers02
IRS990/NumberOfEmployees011
IRS990/NumberW2GIncluded00
IRS990/OfficeExpenses/Total04008
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/Organization501c0X
IRS990/OtherExpensePriorYear057782
IRS990/OtherExpensesCurrentYear061707
IRS990/OtherExpenses/Description0ADMINISTRATION FEES
IRS990/OtherExpenses/Description1INVESTMENT FEES
IRS990/OtherExpenses/Total049200
IRS990/OtherExpenses/Total12907
IRS990/OtherRevenueCurrentYear00
IRS990/PartialLiquidation0false
IRS990/PayrollTaxes/Total04557
IRS990/PoliticalActivities0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenueCY0727810
IRS990/ProgramServiceRevenue/Description0EMPLOYER/EMPLOYEE CONTRIB
IRS990/ProgramServiceRevenuePriorYear0711365
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome0727810
IRS990/ProgramServiceRevenue/TotalRevenueColumn0727810
IRS990/ProhibitedTaxShelterTrans0false
IRS990/ReconcilationOtherChanges0-28790
IRS990/ReconcilationRevenueExpenses0-94861
IRS990/RelatedEntity0false
IRS990/RelatedOrgControlledEntity0false
IRS990/ReportFin48Footnote0false
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0false
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0false
IRS990/ReportProgRelInvest0false
IRS990/RetainedEarningsEndowmentEtc/BOY0719488
IRS990/RetainedEarningsEndowmentEtc/EOY0595837
IRS990/RevenuesLessExpensesCY0-94861
IRS990/RevenuesLessExpensesPriorYear0-67720
IRS990/SalariesEtcCurrentYear04557
IRS990/SalariesEtcPriorYear07279
IRS990/SavingsAndTempCashInvestments/BOY046722
IRS990/SavingsAndTempCashInvestments/EOY029602
IRS990/ScheduleBRequired0false
IRS990ScheduleD/AgentTrusteeEtc0false
IRS990ScheduleD/AreRelatedOrgsListedScheduleR0false
IRS990ScheduleD/DisclosedForCharitablePurposes0false
IRS990ScheduleD/DisclosedOrgsLegalControl0false
IRS990ScheduleD/EndowmentsHeldByRelatedOrgs0false
IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs0false
IRS990ScheduleD/ExcessOrDeficitForYear0-94861
IRS990ScheduleD/ExcessOrDeficitPerFS0-94861
IRS990ScheduleD/ExpensesSubtotal0844097
IRS990ScheduleD/IncludedOnFS0false
IRS990ScheduleD/RevenueSubtotal0749236
IRS990ScheduleD/Sect170hRequirementsSatisfied0false
IRS990ScheduleD/SolicitedAssetsForSale0false
IRS990ScheduleD/TotalExpenses0844097
IRS990ScheduleD/TotalExpensesPerForm9900844097
IRS990ScheduleD/TotalRevenue0749236
IRS990ScheduleD/TotalRevenuePerForm9900749236
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt0844097
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt0749236
IRS990ScheduleD/WrittenPolicyMonitoring0false
IRS990/ScheduleJRequired0false
IRS990ScheduleO/GeneralExplanation/Explanation0I.A.T.S.E. LOCAL 3 WELFARE FUND PROVIDES HEALTH AND WELFARE BENEFITS TO MEMBERS OF I.A.T.S.E. LOCAL 3
IRS990ScheduleO/GeneralExplanation/Explanation1THE RETURN WAS REVIEWED WITH A TRUSTEE BEFORE IT WAS ELECTRONICALLY FILED
IRS990ScheduleO/GeneralExplanation/Explanation2THE ORGANIZATION FILES FORM 5500 WHICH INCLUDES THE REPORT OF THE INDEPENDENT AUDITOR AND FINANCIAL STATEMENTS. THESE ARE AVAILABLE TO MEMBERS UPON REQUEST
IRS990ScheduleO/GeneralExplanation/Identifier0ALL OTHER ACCOMPLISHMENT DESCRIPTION
IRS990ScheduleO/GeneralExplanation/Identifier1ORGANIZATION'S PROCESS USED TO REVIEW FORM 990
IRS990ScheduleO/GeneralExplanation/Identifier2GOVERNING DOCUMENTS DISCLOSURE EXPLANATION
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/ScheduleORequired0true
IRS990/School0false
IRS990/SignificantChange0false
IRS990/SignificantNewProgramServices0false
IRS990/StateLegalDomicile0PA
IRS990/SubjectToProxyTax0false
IRS990/TaxablePartyNotification0false
IRS990/TaxExemptBonds0false
IRS990/Terminated0false
IRS990/TermOrPermanentEndowments0false
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine101625 THREE GATEWAY CENTER
IRS990/TheBooksAreInCareOf/AddressUS/City0PITTSBURGH
IRS990/TheBooksAreInCareOf/AddressUS/State0PA
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode015222
IRS990/TheBooksAreInCareOf/NamePerson0CW BREITSMAN ASSOCIATES LLC
IRS990/TheBooksAreInCareOf/TelephoneNumber04123252804
IRS990/TotalAssets/BOY0719520
IRS990/TotalAssetsBOY0719520
IRS990/TotalAssets/EOY0600131
IRS990/TotalAssetsEOY0600131
IRS990/TotalCompGT150K0false
IRS990/TotalExpensesCurrentYear0844097
IRS990/TotalExpensesPriorYear0805100
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral00
IRS990/TotalFunctionalExpenses/ProgramServices00
IRS990/TotalFunctionalExpenses/Total0844097
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY032
IRS990/TotalLiabilitiesBOY032
IRS990/TotalLiabilities/EOY04294
IRS990/TotalLiabilitiesEOY04294
IRS990/TotalLiabNetAssetsFundBalances/BOY0719520
IRS990/TotalLiabNetAssetsFundBalances/EOY0600131
IRS990/TotalNbrEmployees011
IRS990/TotalNetAssetsFundBalances/BOY0719488
IRS990/TotalNetAssetsFundBalances/EOY0595837
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProgramServiceRevenue0727810
IRS990/TotalRevenueCurrentYear0749236
IRS990/TotalRevenue/ExclusionAmount017404
IRS990/TotalRevenuePriorYear0737380
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome0731832
IRS990/TotalRevenue/TotalRevenueColumn0749236
IRS990/TransactionRelatedEntity0false
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome0false
IRS990/UponRequest0X
IRS990/WhistleblowerPolicy0false
IRS990/YearFormation01962
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0256063610
ReturnHeader/Filer/Name/BusinessNameLine10IATSE LOCAL 3 WELFARE FUND
ReturnHeader/Filer/NameControl0IATS
ReturnHeader/Filer/Phone04123252804
ReturnHeader/Filer/USAddress/AddressLine10THREE GATEWAY CENTER STE 1625
ReturnHeader/Filer/USAddress/City0PITTSBURGH
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode015222
ReturnHeader/Officer/DateSigned02012-07-23
ReturnHeader/Officer/Name0DAVID BRANNIGAN
ReturnHeader/Officer/Phone04123252804
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02012-07-20
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10CYPHER & CYPHER CPA'S
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10210 W PIKE ST STE 2
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0CANONSBURG
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0153171177
ReturnHeader/Preparer/Name0JAMES P JACKSON CPA
ReturnHeader/Preparer/Phone07247453543
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-07-27T08:43:08-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$1.05$0.95$0.10
2023Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$1.15$0.90$0.25
2022Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$1.03$0.69$0.34
2021Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.31$0.54$0.64$0.10
2020Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.53$0.62$0.09
2019Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$1.17$0.67$0.50
2018Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$1.15$0.59$0.56
2017Detailed filing. Detailed filing data is available for this year.$2.38$0.01$2.37$1.10$0.58$0.52
2016Detailed filing. Detailed filing data is available for this year.$1.79$0.01$1.78$1.08$0.44$0.64
2015Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$1.17$0.53$0.64
2014Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.89$0.89$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.94$0.86$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.00$0.42$0.95
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.00$0.60$0.84