Civic Intelligence

Plumbers & Pipefitters Lu 421 Service & Maintenance Labor-Management Fund

EIN 33-1015215 • 501(c)5 • N Charleston, SC

Profile

To maintain a labor-management cooperative committee to sponsor a wide range of cooperative activities designed to improve communication and engender cooperative and harmonious relations between labor and management representatives.

2556 Oscar Johnson DriveN Charleston, SC 29405
Siviq Scores

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

Liabilities / Assets

77th percentile

0.04x

Higher debt load relative to assets than 77% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

84th percentile

0.10x

Higher debt load relative to revenue than 84% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Source year 2024

Net Margin

77th percentile

21%

Higher net margin than 77% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

501(c)5 • $500k-$1M nonprofits • Source year 2024

Asset Growth

73rd percentile

11%

Faster asset growth than 73% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

55%

Faster revenue growth than 95% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$545,790

Up $53,124 (+11%) from 2023

Liabilities

Up

$21,999

Up $4,133 (+23%) from 2023

Net Assets

Up

$523,791

Up $48,991 (+10%) from 2023

Operations
Liabilities / Revenue84th percentileNet Margin77th percentile

Revenue

Up

$216,699

Up $76,721 (+55%) from 2023

Expenses

Up

$171,751

Up $59,667 (+53%) from 2023

Net Income

Up

$44,948

Up $17,054 (+61%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth73rd percentile

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

$600K$400K$200K$0Assets 2016: $242,933Liabilities 2016: $0Net Assets 2016: $242,9332016Assets 2017: $264,464Liabilities 2017: $0Net Assets 2017: $264,4642017Assets 2018: $257,235Liabilities 2018: $0Net Assets 2018: $257,2352018Assets 2019: $314,062Liabilities 2019: $0Net Assets 2019: $314,0622019Assets 2020: $427,325Liabilities 2020: $17,638Net Assets 2020: $409,6872020Assets 2021: $501,834Liabilities 2021: $14,739Net Assets 2021: $487,0952021Assets 2022: $451,142Liabilities 2022: $17,987Net Assets 2022: $433,1552022Assets 2023: $492,666Liabilities 2023: $17,866Net Assets 2023: $474,8002023Assets 2024: $545,790Liabilities 2024: $21,999Net Assets 2024: $523,7912024

Highlighted filing

2024

Assets$545,790
Liabilities$21,999
Net Assets$523,791
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

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

$300K$200K$100K$0-$100KRevenue 2016: $68,166Expenses 2016: $47,805Net Income 2016: $20,3612016Revenue 2017: $65,529Expenses 2017: $43,998Net Income 2017: $21,5312017Revenue 2018: $66,865Expenses 2018: $70,853Net Income 2018: -$3,9882018Revenue 2019: $82,147Expenses 2019: $41,721Net Income 2019: $40,4262019Revenue 2020: $127,185Expenses 2020: $42,370Net Income 2020: $84,8152020Revenue 2021: $148,499Expenses 2021: $76,981Net Income 2021: $71,5182021Revenue 2022: $151,659Expenses 2022: $120,186Net Income 2022: $31,4732022Revenue 2023: $139,978Expenses 2023: $112,084Net Income 2023: $27,8942023Revenue 2024: $216,699Expenses 2024: $171,751Net Income 2024: $44,9482024

Highlighted filing

2024

Revenue$216,699
Expenses$171,751
Net Income$44,948
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$545,790
Liabilities
$21,999
Net assets
$523,791
Revenue
$216,699
Expenses
$171,751
Net income
$44,948
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.46$0.22$5.24$2.17$1.72$0.45
2023Detailed filing. Detailed filing data is available for this year.$4.93$0.18$4.75$1.40$1.12$0.28
2022Detailed filing. Detailed filing data is available for this year.$4.51$0.18$4.33$1.52$1.20$0.31
2021Detailed filing. Detailed filing data is available for this year.$5.02$0.15$4.87$1.48$0.77$0.72
2020Detailed filing. Detailed filing data is available for this year.$4.27$0.18$4.10$1.27$0.42$0.85
2019Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.82$0.42$0.40
2018Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.67$0.71$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.64$0.00$2.64$0.66$0.44$0.22
2016Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.68$0.48$0.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 9, 2025
Return Version
2024v5.1
Gross Receipts
$216,699
Mission and Program Overview

Mission

To maintain a labor-management cooperative committee to sponsor a wide range of cooperative activities designed to improve communication and engender cooperative and harmonious relations between labor and management representatives.

To maintain a labor-management cooperative committee to sponsor a wide range of cooperative activities designed to improve the communication and engender cooperative and harmonious relations between labor and management representatives

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$433,516$477,476▲ $43,960
Investments in Publicly Traded Securities$47,780$51,528▲ $3,748
Accounts Receivable$11,370$16,786▲ $5,416
Total Assets$492,666$545,790▲ $53,124
Liabilities
Accounts Payable and Accrued Expenses$17,866$21,999▲ $4,133
Total Liabilities$17,866$21,999▲ $4,133
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$474,800$523,791▲ $48,991
Total Net Assets Fund Balance$474,800$523,791▲ $48,991
Total Liabilities and Net Assets / Fund Balance$492,666$545,790▲ $53,124
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Charlie PriceTrustee
Doug NicholsTrustee
Larry K BatsonTrustee
Perry HowardTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$199,609
Investment Income
$17,090
Other Revenue
$0
Change in Net Assets
$44,948

Audited Revenue Reconciliation

Revenue per Audited Statements
$216,438
Revenue Not Reported on Financial Statements
$261
Revenue Not Reported on Form 990
$4,043
Total Revenue per Audited Statements
$220,481
Total Revenue per Form 990
$216,699
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$68,275
Salaries, Compensation, and Employee Benefits$61,385
Other Expenses$42,091
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$68,275--$68,275
Other Salaries and Wages$41,932--$41,932
Fees for Services Accounting$20,882--$20,882
Other Employee Benefits$13,218--$13,218
Fees for Services Management$12,200--$12,200
Advertising$7,500--$7,500
Pension Plan Contributions$6,235--$6,235
Other Expenses$1,008--$1,008
Fees for Service Investment Mgmnt Fees$261--$261
Travel$240--$240
Total Functional Expenses$171,751$0$0$171,751

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$171,751
Expenses per Audited Statements$171,490
Total Expenses per Audited Statements$171,490
Expenses Not Reported on Financial Statements$261
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Plumbers & Pipefitters Local 421North Charleston, SC--$68,275
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
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 return is prepared by the Funds independent certified public accountants who also perform an audit of the Funds books and records. The return is then provided to the Trustees for review and signature.”

Form 990, Part VI, Section C, Line 19

“The Funds governing documents, policies, financial statements and tax returns are available upon written request to the Funds administrator and requesting a copy.”

Filing and Contact Details

Filer

Filer Name
Plumbers & Pipefitters LU 421 Service & Maintenance Labor-Management Fund
EIN
33-1015215
In Care Of
% Keith Batson
Phone
8435543655
Address
2556 Oscar Johnson Drive, N Charleston, SC 29405

Signing Officer

Name
Larry K Batson
Title
Trustee
Phone
8435543655
Signed
2025-05-09
Discuss with paid preparer
Yes

Organization Details

Formed
2002
Legal Domicile
Sc
Voting Board Members
4
Independent Board Members
4
Employees
1

Preparer

Firm
LaPadula Carlson Co
Address
550 Biltmore Way Suite 1200, Coral Gables, FL 33134
Preparer
Sharon Carlson
Phone
3055299300
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The Board of Trustees select and monitor the services of the Funds auditors and take responsibility for oversight.”

Financial Statement Notes

X 2

“The Trustees have evaluated the tax positions taken by the Fund and have concluded that as of December 31, 2024, there are no uncertain positions taken or expected to be taken that would require the recognition of a liability or asset or disclosure in the financial statements. The Fund is subject to routine audits by taxing jurisdictions until the applicable statute of limitations expires however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix310 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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IRS990/Form990ProvidedToGvrnBodyInd0true
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Funds governing documents, policies, financial statements and tax returns are available upon written request to the Funds administrator and requesting a copy.
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IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt021999
IRS990/TotalLiabilitiesGrp/BOYAmt017866
IRS990/TotalLiabilitiesGrp/EOYAmt021999
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0474800
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0523791
IRS990/TotalProgramServiceExpensesAmt0171751
IRS990/TotalProgramServiceRevenueAmt0199609
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0216699
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0492666
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0545790
IRS990/TravelGrp/ProgramServicesAmt0240
IRS990/TravelGrp/TotalAmt0240
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02556 Oscar Johnson Drive
IRS990/USAddress/CityNm0N Charleston
IRS990/USAddress/StateAbbreviationCd0SC
IRS990/USAddress/ZIPCd029405
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Larry K Batson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum08435543655
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Plumbers & Pipefitters LU 421 Service & Maintenance Labor-Management Fund
ReturnHeader/Filer/BusinessNameControlTxt0PLUM
ReturnHeader/Filer/EIN0331015215
ReturnHeader/Filer/InCareOfNm0% Keith Batson
ReturnHeader/Filer/PhoneNum08435543655
ReturnHeader/Filer/USAddress/AddressLine1Txt02556 Oscar Johnson Drive
ReturnHeader/Filer/USAddress/CityNm0N Charleston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029405
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650292391
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LaPadula Carlson Co
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0550 Biltmore Way Suite 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Coral Gables
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033134
ReturnHeader/PreparerPersonGrp/PhoneNum03055299300
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sharon Carlson
ReturnHeader/ReturnTs02025-05-09T03:04:13-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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