Civic Intelligence

Iuoe Local 406 Welfare Fund

990 • Fiscal year 2015 • EIN 30-0285271

Jan 01, 2015 to Dec 31, 2015 • Filed on Sep 30, 2016

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

44th percentile

0.02x

Higher debt load relative to assets than 44% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

44th percentile

0.02x

Higher debt load relative to revenue than 44% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Net Margin

61st percentile

5.6%

Higher net margin than 61% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Asset Growth

62nd percentile

4.3%

Faster asset growth than 62% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

32nd percentile

-2.3%

Faster revenue growth than 32% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$11,083,764

Up $458,107 (+4.3%) from 2014

Net Assets

Up

$10,876,907

Up $380,167 (+3.6%) from 2014

Liabilities

Up

$206,857

Up $77,940 (+60%) from 2014

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin61st percentile

Revenue

Down

$9,453,348

Down $218,090 (-2.3%) from 2014

Expenses

Down

$8,922,312

Down $584,701 (-6.2%) from 2014

Net Income

Up

$531,036

Up $366,611 (+223%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2015

Assets$11,083,764
Liabilities$206,857
Net Assets$10,876,907
Open 2015 Filing

Operations Trend

Revenue Growth32nd 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

2015

Revenue$9,453,348
Expenses$8,922,312
Net Income$531,036
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Sep 30, 2016
Return Version
2015v2.0
Gross Receipts
$15,417,876
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$10,496,740$10,876,907▲ $380,167
Investments in Publicly Traded Securities$8,322,471$8,381,194▲ $58,723
Accounts Receivable$639,969$1,332,971▲ $693,002
Receivable From Disqualified Prsn$828,082$870,971▲ $42,889
Savings and Temporary Cash Investments$618,640$353,516▼ $265,124
Cash and Non-Interest-Bearing Accounts$208,892$130,245▼ $78,647
Prepaid Expenses and Deferred Charges$2,600$12,034▲ $9,434
Land, Buildings, and Equipment, Net$5,003$2,833▼ $2,170
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$10,625,657$11,083,764▲ $458,107
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$128,917$206,857▲ $77,940
Total Liabilities$128,917$206,857▲ $77,940
Net Assets / Fund Balance
Total Net Assets Fund Balance$10,496,740$10,876,907▲ $380,167
Total Liabilities and Net Assets / Fund Balance$10,625,657$11,083,764▲ $458,107

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,833$60,921$63,754
Compensation and Service Providers
Top Officer Pay47th 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$525,543
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,214,130
Investment Income
$239,218
Other Revenue
$0
Change in Net Assets
$531,036

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,453,348
Revenue Not Reported on Form 990
$-150,869
Total Revenue per Audited Statements
$9,302,479
Total Revenue per Form 990
$9,453,348
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$811,439
Salaries, Compensation, and Employee Benefits$180,341
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$7,930,532
Fees for Services Other---$571,378
Other Salaries and Wages---$138,503
Fees for Service Investment Mgmnt Fees---$39,379
Information Technology---$37,814
Fees for Services Accounting---$25,750
Other Employee Benefits---$18,079
Pension Plan Contributions---$13,030
Fees for Services Legal---$11,816
Payroll Taxes---$10,729
Travel---$8,530
Insurance---$7,400
Occupancy---$5,429
All Other Expenses---$2,417
Depreciation Depletion---$2,170
Office Expenses---$1,809
Other Expenses---$1,503
Total Functional Expenses$0$0$0$8,922,312

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,922,312
Total Expenses per Audited Statements$8,922,312
Total Expenses per Form 990$8,922,312
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$828,082$870,971▲ $42,889
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
2016-09-30
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
Terry M Broussard CPA
Phone
5048371334
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Net depreciation of investments = -$150869”

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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0128917
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0206857
IRS990/AccountsReceivableGrp/BOYAmt0639969
IRS990/AccountsReceivableGrp/EOYAmt01332971
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0The organization's primary exempt purpose is to provide health benefits to participants and their eligible dependents.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherExpensesGrp/TotalAmt02417
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt07930532
IRS990/BooksInCareOfDetail/PersonNm0Rouen Caboche
IRS990/BooksInCareOfDetail/PhoneNum02259241311
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt07651 Airline Highway
IRS990/BooksInCareOfDetail/USAddress/CityNm0Baton Rouge
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0LA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd070814
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt010496740
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt010876907
IRS990/CashNonInterestBearingGrp/BOYAmt0208892
IRS990/CashNonInterestBearingGrp/EOYAmt0130245
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0525543
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt022703 Network Place
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0Chicago
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd0606731227
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0United Healthcare Insurance Company
IRS990/ContractorCompensationGrp/ServicesDesc0Admin. Services Only
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt07930532
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0239218
IRS990/CYOtherExpensesAmt0811439
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt09214130
IRS990/CYRevenuesLessExpensesAmt0531036
IRS990/CYSalariesCompEmpBnftPaidAmt0180341
IRS990/CYTotalExpensesAmt08922312
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt09453348
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt02170
IRS990/Desc0The plan provided health benefits on a self funded basis for Major Medical coverage for eligible participants. The plan paid insurance premiums to an insurance carrier to provide Life and accidental death and dismemberment coverage to eligible participants. The plan also paid insurance premiums for Stop-Loss coverage in connection with its self funded benefits. There were 982 plan participants as of the end of the year.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt025750
IRS990/FeesForServicesLegalGrp/TotalAmt011816
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt0571378
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt039379
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0Robert S Boh
IRS990/Form990PartVIISectionAGrp/PersonNm1Carlos Benoit
IRS990/Form990PartVIISectionAGrp/PersonNm2Roy Serpas
IRS990/Form990PartVIISectionAGrp/PersonNm3Mike Morain
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt034740
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05999268
IRS990/GrossReceiptsAmt015417876
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt037814
IRS990/InsuranceGrp/TotalAmt07400
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0204478
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0204478
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt08322471
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08381194
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt060921
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05003
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02833
IRS990/LandBldgEquipCostOrOtherBssAmt063754
IRS990/LegalDomicileStateCd0LA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05964528
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The organization's primary exempt purpose is to provide health benefits to participants and their eligible dependents.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt010496740
IRS990/NetAssetsOrFundBalancesEOYAmt010876907
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt034740
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt034740
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt05429
IRS990/OfficeExpensesGrp/TotalAmt01809
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0-150869
IRS990/OtherEmployeeBenefitsGrp/TotalAmt018079
IRS990/OtherExpensesGrp/Desc0Transitional Reinsurance Fee
IRS990/OtherExpensesGrp/Desc1IRS Patient Centered Trust Fee
IRS990/OtherExpensesGrp/Desc2Postage and Shipping
IRS990/OtherExpensesGrp/Desc3Telephone
IRS990/OtherExpensesGrp/TotalAmt088748
IRS990/OtherExpensesGrp/TotalAmt14353
IRS990/OtherExpensesGrp/TotalAmt22943
IRS990/OtherExpensesGrp/TotalAmt31503
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt0138503
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt010729
IRS990/PensionPlanContributionsGrp/TotalAmt013030
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02600
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt012034
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Employer Contributions
IRS990/ProgramServiceRevenueGrp/Desc1Member Contributions
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt09116362
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt197768
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt09116362
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt197768
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt08472544
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0137880
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0854678
IRS990/PYProgramServiceRevenueAmt09533558
IRS990/PYRevenuesLessExpensesAmt0164425
IRS990/PYSalariesCompEmpBnftPaidAmt0179791
IRS990/PYTotalExpensesAmt09507013
IRS990/PYTotalRevenueAmt09671438
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt0828082
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt0870971
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0531036
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0618640
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0353516
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt02833
IRS990ScheduleD/EquipmentGrp/DepreciationAmt060921
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt063754
IRS990ScheduleD/ExpensesSubtotalAmt08922312
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-150869
IRS990ScheduleD/RevenueNotReportedAmt0-150869
IRS990ScheduleD/RevenueSubtotalAmt09453348
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02833
IRS990ScheduleD/TotalExpensesPerForm990Amt08922312
IRS990ScheduleD/TotalRevenuePerForm990Amt09453348
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt09302479
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt08922312
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 depreciation of investments = -$150869
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 Decreases
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt010625657
IRS990/TotalAssetsEOYAmt011083764
IRS990/TotalAssetsGrp/BOYAmt010625657
IRS990/TotalAssetsGrp/EOYAmt011083764
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt08922312
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0128917
IRS990/TotalLiabilitiesEOYAmt0206857
IRS990/TotalLiabilitiesGrp/BOYAmt0128917
IRS990/TotalLiabilitiesGrp/EOYAmt0206857
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt010496740
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt010876907
IRS990/TotalProgramServiceRevenueAmt09214130
IRS990/TotalRevenueGrp/ExclusionAmt0239218
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt09214130
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt09453348
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt010625657
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt011083764
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt08530
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0406wf.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert S Boh
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-30
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/PreparerPersonNm0Terry M Broussard CPA
ReturnHeader/ReturnTs02016-10-04T08:49:42-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,083,764
Liabilities
$206,857
Net assets
$10,876,907
Revenue
$9,453,348
Expenses
$8,922,312
Net income
$531,036
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