Civic Intelligence

Iron Workers Local 17 Insurance Benefit Plan

990 • Fiscal year 2018 • EIN 34-0759023

May 01, 2017 to Apr 30, 2018 • Filed on Mar 05, 2019

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

63rd percentile

0.09x

Higher debt load relative to assets than 63% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

74th percentile

0.14x

Higher debt load relative to revenue than 74% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2018

Net Margin

40th percentile

1.0%

Higher net margin than 40% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

2018 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2018

Asset Growth

54th percentile

2.6%

Faster asset growth than 54% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

60th percentile

7.0%

Faster revenue growth than 60% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$16,723,402

Up $424,452 (+2.6%) from 2017

Net Assets

Up

$15,301,407

Up $254,973 (+1.7%) from 2017

Liabilities

Up

$1,421,995

Up $169,479 (+14%) from 2017

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin40th percentile

Revenue

Up

$10,227,506

Up $667,484 (+7.0%) from 2017

Expenses

Up

$10,128,886

Up $590,971 (+6.2%) from 2017

Net Income

Up

$98,620

Up $76,513 (+346%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2018

Assets$16,723,402
Liabilities$1,421,995
Net Assets$15,301,407
Open 2018 Filing

Operations Trend

Revenue Growth60th 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

2018

Revenue$10,227,506
Expenses$10,128,886
Net Income$98,620
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2017 to Apr 30, 2018
Signed
Mar 5, 2019
Return Version
2017v2.3
Gross Receipts
$23,752,666
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$14,183,228$14,242,781▲ $59,553
Accounts Receivable$1,505,891$1,900,589▲ $394,698
Cash and Non-Interest-Bearing Accounts$578,336$519,077▼ $59,259
Savings and Temporary Cash Investments$31,495$60,955▲ $29,460
Total Assets$16,298,950$16,723,402▲ $424,452
Liabilities
Other Liabilities$1,226,423$1,421,995▲ $195,572
Accounts Payable and Accrued Expenses$26,093$0▼ $26,093
Total Liabilities$1,252,516$1,421,995▲ $169,479
Net Assets / Fund Balance
Unrestricted Net Assets$15,046,434$15,301,407▲ $254,973
Total Net Assets Fund Balance$15,046,434$15,301,407▲ $254,973
Total Liabilities and Net Assets / Fund Balance$16,298,950$16,723,402▲ $424,452
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$10,004,917
Investment Income
$222,589
Other Revenue
$0
Change in Net Assets
$98,620

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,227,506
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$126,228
Total Revenue per Audited Statements
$10,353,734
Total Revenue per Form 990
$10,227,506
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$830,529
Salaries, Compensation, and Employee Benefits$3,956
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$9,294,401
Insurance---$385,569
Fees for Services Other---$324,651
Fees for Services Management---$67,046
Fees for Service Investment Mgmnt Fees---$30,125
Fees for Services Accounting---$10,500
Fees for Services Legal---$9,048
Payroll Taxes---$3,956
Office Expenses---$3,590
Total Functional Expenses$0$0$0$10,128,886

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$10,128,886
Expenses per Audited Statements$10,098,761
Total Expenses per Audited Statements$10,098,761
Expenses Not Reported on Financial Statements$30,125
Other Expense Adjustments$30,125
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$1,288,598
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, Part VI, Section B, Line 11B

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

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

“Policies are enforced during regular quarterly trustee meetings with attorney.”

Form 990, Part VI, Section C, 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
2019-03-05
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
Volunteers
0

Preparer

Firm
Rea & Associates Inc
Address
6300 ROCKSIDE RD, CLEVELAND, OH 44131
Preparer
Jeffery J Barber CPA
Phone
2165732330
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization has not changed its oversight process or selection process during the year.”

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Investment expenses netted from investment income on audited f/s -30,125.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Investment expenses netted from investment income on audited f/s 30,125.”

Raw XML Appendix321 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/SupplementalInformationDetail/ExplanationTxt1INVESTMENT EXPENSES NETTED FROM INVESTMENT INCOME ON AUDITED F/S 30,125.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED AT A TRUSTEE MEETING WITH ATTORNEY AND AUDITOR PRESENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1POLICIES ARE ENFORCED DURING REGULAR QUARTERLY TRUSTEE MEETINGS WITH ATTORNEY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FROM FUND OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
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IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/UnrestrictedNetAssetsGrp/EOYAmt015301407
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 6327
IRS990/USAddress/CityNm0CLEVELAND
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd044141
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD JORDAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02162411086
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-05
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/AtSubmissionCreationDeviceId0A8B68D2F759B90CBADDC99748063B613C9EB1228
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07C558756B0F618FBD94983AE18D06790DE0FF1AF
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.62.109.106
ReturnHeader/FilingSecurityInformation/IPDt02019-03-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm016:14:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341310124
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REA & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06300 ROCKSIDE RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044131
ReturnHeader/PreparerPersonGrp/PhoneNum02165732330
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFERY J BARBER CPA
ReturnHeader/ReturnTs02019-03-12T10:42:58-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-05-01
ReturnHeader/TaxPeriodEndDt02018-04-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,723,402
Liabilities
$1,421,995
Net assets
$15,301,407
Revenue
$10,227,506
Expenses
$10,128,886
Net income
$98,620
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
2018Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)9 • $10M-$25M nonprofits