Civic Intelligence

Iron Workers Local 17 Insurance

EIN 34-0759023 • 501(c)9 • Cleveland, OH

View Organization Page

Profile

Provides medical and other benefits to union members.

PO Box 6327Cleveland, OH 44101

n/A

Siviq Scores

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

Liabilities / Assets

66th percentile

0.08x

Higher debt load relative to assets than 66% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

76th percentile

0.13x

Higher debt load relative to revenue than 76% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2022

Net Margin

75th percentile

23%

Higher net margin than 75% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

501(c)9 • $10M-$25M nonprofits • Source year 2020

Asset Growth

77th percentile

14%

Faster asset growth than 77% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

80th percentile

21%

Faster revenue growth than 80% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$19,500,384

Up $2,444,863 (+14%) from 2021

Liabilities

Up

$1,648,902

Up $365,077 (+28%) from 2021

Net Assets

Up

$17,851,482

Up $2,079,786 (+13%) from 2021

Operations
Liabilities / Revenue76th percentileNet Margin75th percentile

Revenue

Up

$12,349,616

Up $2,108,681 (+21%) from 2021

Expenses

Down

$9,552,201

Down $1,634,582 (-15%) from 2021

Net Income

Up

$2,797,415

Up $3,743,263 (+396%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

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

$20M$15M$10M$5.0M$0Assets 2013: $14,096,474Liabilities 2013: $832,933Net Assets 2013: $13,263,5412013Assets 2014: $13,237,925Liabilities 2014: $998,530Net Assets 2014: $12,239,3952014Assets 2015: $14,288,607Liabilities 2015: $859,620Net Assets 2015: $13,428,9872015Assets 2016: $16,369,781Liabilities 2016: $1,493,814Net Assets 2016: $14,875,9672016Assets 2017: $16,298,950Liabilities 2017: $1,252,516Net Assets 2017: $15,046,4342017Assets 2018: $16,723,402Liabilities 2018: $1,421,995Net Assets 2018: $15,301,4072018Assets 2019: $17,863,184Liabilities 2019: $1,891,238Net Assets 2019: $15,971,9462019Assets 2020: $18,122,111Liabilities 2020: $1,820,942Net Assets 2020: $16,301,1692020Assets 2021: $17,055,521Liabilities 2021: $1,283,825Net Assets 2021: $15,771,6962021Assets 2022: $19,500,384Liabilities 2022: $1,648,902Net Assets 2022: $17,851,4822022

Highlighted filing

2022

Assets$19,500,384
Liabilities$1,648,902
Net Assets$17,851,482
Open 2022 Filing

Operations Trend

Revenue Growth80th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2013: $10,507,2962013Revenue 2014: $10,243,943Expenses 2014: $11,140,410Net Income 2014: -$896,4672014Revenue 2015: $10,919,228Expenses 2015: $9,622,315Net Income 2015: $1,296,9132015Revenue 2016: $10,343,563Expenses 2016: $8,977,132Net Income 2016: $1,366,4312016Revenue 2017: $9,560,022Expenses 2017: $9,537,915Net Income 2017: $22,1072017Revenue 2018: $10,227,506Expenses 2018: $10,128,886Net Income 2018: $98,6202018Revenue 2019: $11,834,478Expenses 2019: $11,505,724Net Income 2019: $328,7542019Revenue 2020: $11,737,162Expenses 2020: $11,642,459Net Income 2020: $94,7032020Revenue 2021: $10,240,935Expenses 2021: $11,186,783Net Income 2021: -$945,8482021Revenue 2022: $12,349,616Expenses 2022: $9,552,201Net Income 2022: $2,797,4152022

Highlighted filing

2022

Revenue$12,349,616
Expenses$9,552,201
Net Income$2,797,415
Open 2022 Filing

Filings

Most recent year

2022 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$19,500,384
Liabilities
$1,648,902
Net assets
$17,851,482
Revenue
$12,349,616
Expenses
$9,552,201
Net income
$2,797,415
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.5$1.65$17.9$12.3$9.55$2.80
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.1$1.28$15.8$10.2$11.2$0.95
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.1$1.82$16.3$11.7$11.6$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.9$1.89$16.0$11.8$11.5$0.33
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.7$1.42$15.3$10.2$10.1$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.3$1.25$15.0$9.56$9.54$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.4$1.49$14.9$10.3$8.98$1.37
2015Detailed filing. Detailed filing data is available for this year.$14.3$0.86$13.4$10.9$9.62$1.30
2014Detailed filing. Detailed filing data is available for this year.$13.2$1.00$12.2$10.2$11.1$0.90
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.1$0.83$13.3$10.5
Latest Detailed Filing

The latest 2022 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
May 1, 2019 to Apr 30, 2020
Signed
Mar 12, 2021
Return Version
2019v5.1
Gross Receipts
$22,459,870
Mission and Program Overview

Mission

Provides medical and other benefits to union members.

To provide medical and other benefits to eligible members of iron workers union local no 17

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$15,202,956$14,378,114▼ $824,842
Cash and Non-Interest-Bearing Accounts$1,189,402$1,439,490▲ $250,088
Accounts Receivable$1,221,839$1,178,654▼ $43,185
Investments Other Securities$0$1,008,187▲ $1,008,187
Savings and Temporary Cash Investments$248,987$117,666▼ $131,321
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$17,863,184$18,122,111▲ $258,927
Liabilities
Other Liabilities$1,760,778$1,789,857▲ $29,079
Accounts Payable and Accrued Expenses$130,460$31,085▼ $99,375
Total Liabilities$1,891,238$1,820,942▼ $70,296
Net Assets / Fund Balance
Total Net Assets Fund Balance$15,971,946$16,301,169▲ $329,223
Total Liabilities and Net Assets / Fund Balance$17,863,184$18,122,111▲ $258,927

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$0--
Other Land Buildings$0--
Land$0--
Equipment$0--
Leasehold Improvements$0--
Other Securities$1,008,187--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019----$0
2018----$0
2017----$0
2016----$0
2015----$0
Compensation and Service Providers
Top Officer Pay43rd percentile

Board Members and Trustees

NameTitle
Richard JordanChairman
Tim LinvilleAlternate Management Trustee
Brian MurrayAlternate Union Trustee
Scott CooperManagement Trustee
Josh ReeseUnion Trustee
Scott MunningsUnion Trustee
Bernie NowakSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$11,180,077
Investment Income
$557,085
Other Revenue
$0
Change in Net Assets
$94,703

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,697,371
Revenue Not Reported on Financial Statements
$39,791
Revenue Not Reported on Form 990
$234,520
Total Revenue per Audited Statements
$11,931,891
Total Revenue per Form 990
$11,737,162
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$529,818
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---$11,112,641
Fees for Services Management---$58,067
Fees for Service Investment Mgmnt Fees---$39,791
Fees for Services Other---$19,000
Fees for Services Legal---$15,320
Fees for Services Accounting---$12,030
Insurance---$10,807
Office Expenses---$8,846
Other Expenses---$3,982
Total Functional Expenses$0$0$0$11,642,459

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$11,642,459
Expenses per Audited Statements$11,602,668
Total Expenses per Audited Statements$11,602,668
Expenses Not Reported on Financial Statements$39,791
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Vacation Fund Payable$1,657,610
Administrative Fee Payable$132,247
Governance and Compliance

Governance Checklist

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

“Form 990 is prepared by an independent accounting firm and provided to the plan administrator for review prior to submission”

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

“Policies are enforced during regular quarterly trustee meetings with the plan's attorney”

Form 990, Part VI, Section C, Line 19

“Governing documents are available upon request from the fund office”

Filing and Contact Details

Filer

Filer Name
Iron Workers Local 17 Insurance Benefit Plan
EIN
34-0759023
Phone
2162411086
Address
PO BOX 6327, CLEVELAND, OH 44101

Signing Officer

Name
Richard Jordan
Title
Chairman
Phone
2162411086
Signed
2021-03-12

Organization Details

Formed
1971
Legal Domicile
Oh
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
J Schaefer & Company LLC
Address
1360 W 9TH ST STE 420, CLEVELAND, OH 44113
Preparer
John Schaefer CPA
Phone
2162737661
Raw XML Appendix351 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
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IRS990/Form990PartVIISectionAGrp/PersonNm6TIM LINVILLE
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1VACATION FUND PAYABLE
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IRS990ScheduleD/TotalBookValueOtherAssetsAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND PROVIDED TO THE PLAN ADMINISTRATOR FOR REVIEW PRIOR TO SUBMISSION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1POLICIES ARE ENFORCED DURING REGULAR QUARTERLY TRUSTEE MEETINGS WITH THE PLAN'S ATTORNEY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FROM THE FUND OFFICE
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 C, LINE 19
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IRS990/TotalOtherCompensationAmt00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt011180077
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IRS990/USAddress/AddressLine1Txt0PO BOX 6327
IRS990/USAddress/CityNm0CLEVELAND
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IRS990/WebsiteAddressTxt0N/A
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD JORDAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02162411086
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IRON WORKERS LOCAL 17 INSURANCE BENEFIT PLAN
ReturnHeader/Filer/BusinessNameControlTxt0IRON
ReturnHeader/Filer/EIN0340759023
ReturnHeader/Filer/PhoneNum02162411086
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 6327
ReturnHeader/Filer/USAddress/CityNm0CLEVELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044101
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823706925
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0J SCHAEFER & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01360 W 9TH ST STE 420
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044113
ReturnHeader/PreparerPersonGrp/PhoneNum02162737661
ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN SCHAEFER CPA
ReturnHeader/ReturnTs02021-03-15T10:14:00-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-05-01
ReturnHeader/TaxPeriodEndDt02020-04-30
ReturnHeader/TaxYr02019

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