Civic Intelligence

Iuoe Local 406 Welfare Fund

990 • Fiscal year 2014 • EIN 30-0285271

Jan 01, 2014 to Dec 31, 2014 • Filed on Sep 24, 2015

Organization Profile406wf.org
7370 Chef Menteur HighwayNew Orleans, LA 70126

(225) 924-1311

Siviq Scores

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

Liabilities / Assets

41st percentile

0.01x

Higher debt load relative to assets than 41% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.01x

Higher debt load relative to revenue than 36% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Net Margin

46th percentile

1.7%

Higher net margin than 46% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Asset Growth

46th percentile

2.5%

Faster asset growth than 46% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

46th percentile

2.7%

Faster revenue growth than 46% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$10,625,657

Up $262,047 (+2.5%) from 2013

Net Assets

Up

$10,496,740

Up $305,673 (+3.0%) from 2013

Liabilities

Down

$128,917

Down $43,626 (-25%) from 2013

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin46th percentile

Revenue

Up

$9,671,438

Up $250,256 (+2.7%) from 2013

Expenses

Up

$9,507,013

Up $277,209 (+3.0%) from 2013

Net Income

Down

$164,425

Down $26,953 (-14%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$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

2014

Assets$10,625,657
Liabilities$128,917
Net Assets$10,496,740
Open 2014 Filing

Operations Trend

Revenue Growth46th percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$9,671,438
Expenses$9,507,013
Net Income$164,425
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Sep 24, 2015
Return Version
2014v5.0
Gross Receipts
$15,354,005
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).

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$10,191,067$10,496,740▲ $305,673
Investments in Publicly Traded Securities$8,114,784$8,322,471▲ $207,687
Receivable From Disqualified Prsn$997,166$828,082▼ $169,084
Accounts Receivable$348,771$639,969▲ $291,198
Savings and Temporary Cash Investments$723,926$618,640▼ $105,286
Cash and Non-Interest-Bearing Accounts$157,626$208,892▲ $51,266
Land, Buildings, and Equipment, Net$7,459$5,003▼ $2,456
Prepaid Expenses and Deferred Charges$13,878$2,600▼ $11,278
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$10,363,610$10,625,657▲ $262,047
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$172,543$128,917▼ $43,626
Total Liabilities$172,543$128,917▼ $43,626
Net Assets / Fund Balance
Total Net Assets Fund Balance$10,191,067$10,496,740▲ $305,673
Total Liabilities and Net Assets / Fund Balance$10,363,610$10,625,657▲ $262,047

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,003$58,751$63,754
Compensation and Service Providers
Top Officer Pay46th percentile

Board Members and Trustees

NameTitle
Robert S BohChairman
Roy SerpasVice Chairman
Carlos BenoitTrustee
Mike MorainTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
United Healthcare Insurance CompanyAdmin. Services Only22703 Network Place, Chicago, IL 60673-1227$476,223
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,533,558
Investment Income
$137,880
Other Revenue
$0
Change in Net Assets
$164,425

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,671,438
Revenue Not Reported on Form 990
$141,248
Total Revenue per Audited Statements
$9,812,686
Total Revenue per Form 990
$9,671,438
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$854,678
Salaries, Compensation, and Employee Benefits$179,791
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$8,472,544
Fees for Services Other---$563,919
Other Salaries and Wages---$137,375
Information Technology---$39,274
Fees for Service Investment Mgmnt Fees---$38,603
Fees for Services Accounting---$25,750
Other Employee Benefits---$18,684
Fees for Services Legal---$16,305
Pension Plan Contributions---$12,713
Payroll Taxes---$11,019
Depreciation Depletion---$6,320
Travel---$5,434
Occupancy---$5,429
Insurance---$5,335
Other Expenses---$2,513
Office Expenses---$1,900
All Other Expenses---$1,136
Total Functional Expenses$0$0$0$9,507,013

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$9,507,013
Total Expenses per Audited Statements$9,507,013
Total Expenses per Form 990$9,507,013
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons$997,166$828,082▼ $169,084
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 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, Line 11B: Form 990 Review Process

“Before Form 990 is filed, the Trustees are given copies of the Final Return to Review.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Trustees annually review and monitor compliance with policy.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Trustees approve all Salaries on an annual basis.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Made available upon request.”

Filing and Contact Details

Filer

Filer Name
IUOE Local 406 Welfare Fund
EIN
30-0285271
Phone
2259241311
Address
7370 Chef Menteur Highway, New Orleans, LA 70126

Signing Officer

Name
Robert S Boh
Title
Chairman
Signed
2015-09-24
Discuss with paid preparer
Yes

Organization Details

Formed
2004
Legal Domicile
La
Voting Board Members
4
Independent Board Members
4
Employees
2

Preparer

Firm
Murphy Whalen & BroussardLLC
Address
401 Veterans Memorial Boulevard Sui, Metairie, LA 70005
Preparer
Thomas J Kerner CPA
Phone
5048371334
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Net appreciation of Marketable Securities = $141248”

Raw XML Appendix348 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/EquipmentGrp/BookValueAmt05003
IRS990ScheduleD/EquipmentGrp/DepreciationAmt058751
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt063754
IRS990ScheduleD/ExpensesSubtotalAmt09507013
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0141248
IRS990ScheduleD/RevenueNotReportedAmt0141248
IRS990ScheduleD/RevenueSubtotalAmt09671438
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05003
IRS990ScheduleD/TotalExpensesPerForm990Amt09507013
IRS990ScheduleD/TotalRevenuePerForm990Amt09671438
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt09812686
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt09507013
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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 all Salaries on an annual basis.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Made available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Net appreciation of Marketable Securities = $141248
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Changes In Net Assets Or Fund Balances - Other Increases
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt010363610
IRS990/TotalAssetsEOYAmt010625657
IRS990/TotalAssetsGrp/BOYAmt010363610
IRS990/TotalAssetsGrp/EOYAmt010625657
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt09507013
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0172543
IRS990/TotalLiabilitiesEOYAmt0128917
IRS990/TotalLiabilitiesGrp/BOYAmt0172543
IRS990/TotalLiabilitiesGrp/EOYAmt0128917
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt010191067
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt010496740
IRS990/TotalProgramServiceRevenueAmt09533558
IRS990/TotalRevenueGrp/ExclusionAmt0137880
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt09533558
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt09671438
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt010363610
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt010625657
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt05434
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0406wf.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert S Boh
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IUOE Local 406 Welfare Fund
ReturnHeader/Filer/BusinessNameControlTxt0IUOE
ReturnHeader/Filer/EIN0300285271
ReturnHeader/Filer/PhoneNum02259241311
ReturnHeader/Filer/USAddress/AddressLine1Txt07370 Chef Menteur Highway
ReturnHeader/Filer/USAddress/CityNm0New Orleans
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070126
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Murphy Whalen & BroussardLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0401 Veterans Memorial Boulevard Sui
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Metairie
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd070005
ReturnHeader/PreparerPersonGrp/PhoneNum05048371334
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas J Kerner CPA
ReturnHeader/ReturnTs02015-09-24T07:12:28-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,625,657
Liabilities
$128,917
Net assets
$10,496,740
Revenue
$9,671,438
Expenses
$9,507,013
Net income
$164,425
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