Civic Intelligence

Iron Workers Local 17 Insurance Benefit Plan

990 • Fiscal year 2017 • EIN 34-0759023

May 01, 2016 to Apr 30, 2017 • Filed on Jan 03, 2017

Organization ProfileN/A

View Organization Page

PO Box 6327Cleveland, OH 44101-1327

(216) 241-1086

Siviq Scores

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

Liabilities / Assets

60th percentile

0.08x

Higher debt load relative to assets than 60% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

73rd percentile

0.13x

Higher debt load relative to revenue than 73% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Net Margin

37th percentile

0.2%

Higher net margin than 37% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Asset Growth

28th percentile

-0.4%

Faster asset growth than 28% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

16th percentile

-7.6%

Faster revenue growth than 16% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$16,298,950

Down $70,831 (-0.4%) from 2016

Net Assets

Up

$15,046,434

Up $170,467 (+1.1%) from 2016

Liabilities

Down

$1,252,516

Down $241,298 (-16%) from 2016

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin37th percentile

Revenue

Down

$9,560,022

Down $783,541 (-7.6%) from 2016

Expenses

Up

$9,537,915

Up $560,783 (+6.2%) from 2016

Net Income

Down

$22,107

Down $1,344,324 (-98%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$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

2017

Assets$16,298,950
Liabilities$1,252,516
Net Assets$15,046,434
Open 2017 Filing

Operations Trend

Revenue Growth16th percentile

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

2017

Revenue$9,560,022
Expenses$9,537,915
Net Income$22,107
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2016 to Apr 30, 2017
Signed
Jan 3, 2017
Return Version
2016v3.0
Gross Receipts
$24,662,930
Mission and Program Overview

Mission

To provide medical and other benefits to eligible members of iron workers union local 17

Provides medical and other benefits to union members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$13,941,605$14,183,228▲ $241,623
Accounts Receivable$2,249,917$1,505,891▼ $744,026
Cash and Non-Interest-Bearing Accounts$4,205$578,336▲ $574,131
Savings and Temporary Cash Investments$174,054$31,495▼ $142,559
Total Assets$16,369,781$16,298,950▼ $70,831
Liabilities
Other Liabilities$1,436,392$1,226,423▼ $209,969
Accounts Payable and Accrued Expenses$57,422$26,093▼ $31,329
Total Liabilities$1,493,814$1,252,516▼ $241,298
Net Assets / Fund Balance
Unrestricted Net Assets$14,875,967$15,046,434▲ $170,467
Total Net Assets Fund Balance$14,875,967$15,046,434▲ $170,467
Total Liabilities and Net Assets / Fund Balance$16,369,781$16,298,950▼ $70,831
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Richard JordanChairman
Chuck FisherManagement T
Tim LinvilleManagement T
Gary KnopfSecretary
Josh ReeseUnion Truste
Scott MunningsUnion Truste
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,235,906
Investment Income
$324,116
Other Revenue
$0
Change in Net Assets
$22,107

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,560,022
Revenue Not Reported on Form 990
$119,564
Total Revenue per Audited Statements
$9,679,586
Total Revenue per Form 990
$9,560,022
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,002,477
Salaries, Compensation, and Employee Benefits$4,998
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$8,530,440
Fees for Services Other---$474,585
Insurance---$404,603
Fees for Services Management---$74,822
Fees for Service Investment Mgmnt Fees---$28,796
Fees for Services Accounting---$10,500
Fees for Services Legal---$5,672
Payroll Taxes---$4,998
Office Expenses---$3,499
Total Functional Expenses$0$0$0$9,537,915

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$9,537,915
Expenses per Audited Statements$9,509,119
Total Expenses per Audited Statements$9,509,119
Expenses Not Reported on Financial Statements$28,796
Other Expense Adjustments$28,796
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
Member Vacation Fund$1,093,026
Administrative Fee Payable$133,397
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 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, Page 6, Part VI, Line 11B

“Form 990 is review at a trustee meeting with attorney and auditor present.”

Form 990, Page 6, Part VI, Line 12C

“Polcies are enforced during regular quarterly trustee meeting with attorney.”

Form 990, Page 6, Part VI, Line 19

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

Filing and Contact Details

Filer

Filer Name
Iron Workers Local 17 Insurance
EIN
34-0759023
Phone
2162411086
Address
PO BOX 6327, CLEVELAND, OH 44101-1327

Signing Officer

Name
Richard Jordan
Title
Chairman
Phone
2162411086
Signed
2017-01-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Jordan
Formed
1955
Legal Domicile
Oh
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Tramer Shore & Zwick Cpas
Address
23775 COMMERCE PARK RD STE 1, CLEVELAND, OH 44122-5836
Preparer
Jeffery J Barber
Phone
2167658110
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Investment expenses netted from inv income on audited f/s -28,796 investment expenses netted from inv income on audited f/s 28,796”

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

“Investment expenses netted from inv income on audited f/s -28,796”

Schedule D, Page 4, Part XII, Line 4B

“Investment expenses netted from inv income on audited f/s 28,796”

Raw XML Appendix298 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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ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD JORDAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02162411086
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IRON WORKERS LOCAL 17 INSURANCE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFIT 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/ZIPCd0441011327
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId017A3E5656A6152F9294441BA1AD0AC33B7534000
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E51AACA974F15E4C6FA12531347E310DACDBB408
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341595557
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TRAMER SHORE & ZWICK CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt023775 COMMERCE PARK RD STE 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0441225836
ReturnHeader/PreparerPersonGrp/PhoneNum02167658110
ReturnHeader/PreparerPersonGrp/PreparationDt02018-01-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFERY J BARBER
ReturnHeader/ReturnTs02018-02-14T10:10:52-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-05-01
ReturnHeader/TaxPeriodEndDt02017-04-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,298,950
Liabilities
$1,252,516
Net assets
$15,046,434
Revenue
$9,560,022
Expenses
$9,537,915
Net income
$22,107
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
2017Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)9 • $10M-$25M nonprofits