Civic Intelligence

Iuoe Local 406 Welfare Fund

EIN 30-0285271 • 501(c)9 • Baton Rouge, LA

Profile

The organization's primary exempt purpose is to provide health benefits to participants and their eligible dependents.

7651 Airline HighwayBaton Rouge, LA 70814

406wf.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

100th percentile

3492%

Higher net margin than 100% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

40th percentile

-100%

Faster asset growth than 40% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $1,236,237 (-100%) from 2021

Liabilities

Down

$0

Down $13,667 (-100%) from 2021

Net Assets

Down

$0

Down $1,222,570 (-100%) from 2021

Operations
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$35,006

Down $67,166 (-209%) from 2021

Expenses

Up

$1,187,564

Up $364,091 (+44%) from 2021

Net Income

Down

-$1,222,570

Down $431,257 (-54%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

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

$15M$10M$5.0M$0Assets 2010: $9,282,441Liabilities 2010: $87,401Net Assets 2010: $9,195,0402010Assets 2011: $9,739,691Liabilities 2011: $100,967Net Assets 2011: $9,638,7242011Assets 2012: $10,382,179Liabilities 2012: $293,088Net Assets 2012: $10,089,0912012Assets 2013: $10,363,610Liabilities 2013: $172,543Net Assets 2013: $10,191,0672013Assets 2014: $10,625,657Liabilities 2014: $128,917Net Assets 2014: $10,496,7402014Assets 2015: $11,083,764Liabilities 2015: $206,857Net Assets 2015: $10,876,9072015Assets 2016: $9,127,497Liabilities 2016: $90,375Net Assets 2016: $9,037,1222016Assets 2017: $5,158,776Liabilities 2017: $33,911Net Assets 2017: $5,124,8652017Assets 2018: $4,572,381Liabilities 2018: $35,300Net Assets 2018: $4,537,0812018Assets 2019: $4,061,087Liabilities 2019: $21,244Net Assets 2019: $4,039,8432019Assets 2020: $2,067,837Liabilities 2020: $15,567Net Assets 2020: $2,052,2702020Assets 2021: $1,236,237Liabilities 2021: $13,667Net Assets 2021: $1,222,5702021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities$0
Net Assets$0
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0MExpenses 2010: $8,226,4332010Expenses 2011: $8,887,5702011Expenses 2012: $8,837,8812012Revenue 2013: $9,421,182Expenses 2013: $9,229,804Net Income 2013: $191,3782013Revenue 2014: $9,671,438Expenses 2014: $9,507,013Net Income 2014: $164,4252014Revenue 2015: $9,453,348Expenses 2015: $8,922,312Net Income 2015: $531,0362015Revenue 2016: $8,479,800Expenses 2016: $8,949,662Net Income 2016: -$469,8622016Revenue 2017: $94,494Expenses 2017: $1,447,285Net Income 2017: -$1,352,7912017Revenue 2018: $98,058Expenses 2018: $239,092Net Income 2018: -$141,0342018Revenue 2019: $91,153Expenses 2019: $302,570Net Income 2019: -$211,4172019Revenue 2020: $69,519Expenses 2020: $829,311Net Income 2020: -$759,7922020Revenue 2021: $32,160Expenses 2021: $823,473Net Income 2021: -$791,3132021Revenue 2022: -$35,006Expenses 2022: $1,187,564Net Income 2022: -$1,222,5702022

Highlighted filing

2022

Revenue-$35,006
Expenses$1,187,564
Net Income-$1,222,570
Open 2022 Filing

Filings

Most recent year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
-$35,006
Expenses
$1,187,564
Net income
-$1,222,570
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.04$1.19$1.22
2021Detailed filing. Detailed filing data is available for this year.$1.24$0.01$1.22$0.03$0.82$0.79
2020Detailed filing. Detailed filing data is available for this year.$2.07$0.02$2.05$0.07$0.83$0.76
2019Detailed filing. Detailed filing data is available for this year.$4.06$0.02$4.04$0.09$0.30$0.21
2018Detailed filing. Detailed filing data is available for this year.$4.57$0.04$4.54$0.10$0.24$0.14
2017Detailed filing. Detailed filing data is available for this year.$5.16$0.03$5.12$0.09$1.45$1.35
2016Detailed filing. Detailed filing data is available for this year.$9.13$0.09$9.04$8.48$8.95$0.47
2015Detailed filing. Detailed filing data is available for this year.$11.1$0.21$10.9$9.45$8.92$0.53
2014Detailed filing. Detailed filing data is available for this year.$10.6$0.13$10.5$9.67$9.51$0.16
2013Detailed filing. Detailed filing data is available for this year.$10.4$0.17$10.2$9.42$9.23$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.4$0.29$10.1$8.84
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.74$0.10$9.64$8.89
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.28$0.09$9.20$8.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 7, 2023
Return Version
2022v4.1
Gross Receipts
$9,489
Mission and Program Overview

Mission

The organization's primary exempt purpose is to provide Health (medical/Rx) and Welfare (life/AD&D) benefits to participants and their eligible dependents and to provide for education or training benefits or courses (such as apprentice and training programs).

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,222,570$0▼ $1,222,570
Investments in Publicly Traded Securities$1,016,566$0▼ $1,016,566
Cash and Non-Interest-Bearing Accounts$210,473$0▼ $210,473
Savings and Temporary Cash Investments$5,549$0▼ $5,549
Accounts Receivable$3,271$0▼ $3,271
Land, Buildings, and Equipment, Net$378$0▼ $378
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,236,237$0▼ $1,236,237
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$13,667$0▼ $13,667
Total Liabilities$13,667$0▼ $13,667
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,222,570$0▼ $1,222,570
Total Liabilities and Net Assets / Fund Balance$1,236,237$0▼ $1,236,237
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Robert S BohChairman
D Jason BillingsVice Chairman
Carlos BenoitTrustee
Mike MorainTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$-35,064
Other Revenue
$58
Change in Net Assets
$-1,222,570

Audited Revenue Reconciliation

Revenue per Audited Statements
$-35,006
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-3,266
Total Revenue per Audited Statements
$-38,272
Total Revenue per Form 990
$-35,006
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$53,155
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---$1,134,409
Fees for Services Management---$29,529
Fees for Services Legal---$8,467
Insurance---$8,347
Fees for Service Investment Mgmnt Fees---$3,625
Information Technology---$1,627
Travel---$1,064
Office Expenses---$477
Depreciation Depletion---$19
Total Functional Expenses$0$0$0$1,187,564

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,187,564
Expenses per Audited Statements$1,184,298
Total Expenses per Audited Statements$1,184,298
Expenses Not Reported on Financial Statements$3,266
Other Expense Adjustments$3,266
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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
Yes
Other officer compensation reviewed
Yes
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

“Before form 990 is filed, the trustees are given copies of the final return to review.”

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

“Trustees annually review and monitor compliance with policy.”

Form 990, Part VI, Section B, Line 15

“Trustees approve compensation of administrator.”

Form 990, Part VI, Section C, Line 19

“Made available upon request.”

Filing and Contact Details

Filer

Filer Name
Iuoe Local 406 Welfare Fund
EIN
30-0285271
Phone
2259241311
Address
7651 AIRLINE HIGHWAY, BATON ROUGE, LA 70814

Signing Officer

Name
Robert S Boh
Title
Chairman
Phone
2259241311
Signed
2023-03-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert S Boh
Formed
2004
Legal Domicile
La
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Duplantier Hrapmann Hogan & Maher Llp
Address
1615 POYDRAS STREET SUITE 2100, NEW ORLEANS, LA 70112
Preparer
Lindsay J Calub CPA
Phone
5045868866
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 1:

“The governing body of the iuoe local 406 welfare fund approved a plan of liquidation on october 20, 2022, and management determined liquidation was imminent. As a result, the plan has changed its basis of accounting from the accrual basis used in the 2021 financial statements to the liquidation basis used in presenting the 2022 financial statements.”

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Investment expenses -3,625. Loss on disposal of assets 359.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Investment expenses 3,625. Loss on disposal of assets -359.”

Raw XML Appendix338 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/TotExpnsEtcAuditedFinclStmtAmt01184298
IRS990/ScheduleJRequiredInd00
IRS990ScheduleN/AssetsDistributedInd01
IRS990ScheduleN/AttorneyGeneralNotifiedInd01
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd00
IRS990ScheduleN/EmployeeOfSuccessorInd00
IRS990ScheduleN/LiabilitiesPaidInd01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0DESK, CHAIR, SHREDDER, AND FILE CABINETS
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0IUOE LOCAL 406
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02022-12-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0720220017
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt00
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(C)(5)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0BOOK VALUE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt03525 NORTH CAUSEWAY BLVD
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0NETAIRIE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0LA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd070002
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BEFORE FORM 990 IS FILED, THE TRUSTEES ARE GIVEN COPIES OF THE FINAL RETURN TO REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUSTEES ANNUALLY REVIEW AND MONITOR COMPLIANCE WITH POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRUSTEES APPROVE COMPENSATION OF ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNING BODY OF THE IUOE LOCAL 406 WELFARE FUND APPROVED A PLAN OF LIQUIDATION ON OCTOBER 20, 2022, AND MANAGEMENT DETERMINED LIQUIDATION WAS IMMINENT. AS A RESULT, THE PLAN HAS CHANGED ITS BASIS OF ACCOUNTING FROM THE ACCRUAL BASIS USED IN THE 2021 FINANCIAL STATEMENTS TO THE LIQUIDATION BASIS USED IN PRESENTING THE 2022 FINANCIAL STATEMENTS.
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 B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 1:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd01
IRS990/TotalAssetsBOYAmt01236237
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt01236237
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01187564
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt013667
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt013667
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01222570
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-35064
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt058
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0-35006
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01236237
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt01064
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07651 AIRLINE HIGHWAY
IRS990/USAddress/CityNm0BATON ROUGE
IRS990/USAddress/StateAbbreviationCd0LA
IRS990/USAddress/ZIPCd070814
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
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/PersonNm0ROBERT S BOH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02259241311
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IUOE LOCAL 406 WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0IUOE
ReturnHeader/Filer/EIN0300285271
ReturnHeader/Filer/PhoneNum02259241311
ReturnHeader/Filer/USAddress/AddressLine1Txt07651 AIRLINE HIGHWAY
ReturnHeader/Filer/USAddress/CityNm0BATON ROUGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070814
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0720567396
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DUPLANTIER HRAPMANN HOGAN & MAHER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01615 POYDRAS STREET SUITE 2100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW ORLEANS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd070112
ReturnHeader/PreparerPersonGrp/PhoneNum05045868866
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LINDSAY J CALUB CPA
ReturnHeader/ReturnTs02023-03-10T13:03:47-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BOH
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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