Civic Intelligence

Iron Workers Local 17 Insurance Benefit Plan

990 • Fiscal year 2019 • EIN 34-0759023

May 01, 2018 to Apr 30, 2019 • Filed on Mar 12, 2020

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

64th percentile

0.11x

Higher debt load relative to assets than 64% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

72nd percentile

0.16x

Higher debt load relative to revenue than 72% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2019

Net Margin

40th percentile

2.8%

Higher net margin than 40% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2019 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2019

Asset Growth

40th percentile

6.8%

Faster asset growth than 40% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

80th percentile

16%

Faster revenue growth than 80% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$17,863,184

Up $1,139,782 (+6.8%) from 2018

Net Assets

Up

$15,971,946

Up $670,539 (+4.4%) from 2018

Liabilities

Up

$1,891,238

Up $469,243 (+33%) from 2018

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin40th percentile

Revenue

Up

$11,834,478

Up $1,606,972 (+16%) from 2018

Expenses

Up

$11,505,724

Up $1,376,838 (+14%) from 2018

Net Income

Up

$328,754

Up $230,134 (+233%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2019

Assets$17,863,184
Liabilities$1,891,238
Net Assets$15,971,946
Open 2019 Filing

Operations Trend

Revenue Growth80th 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

2019

Revenue$11,834,478
Expenses$11,505,724
Net Income$328,754
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2018 to Apr 30, 2019
Signed
Mar 12, 2020
Return Version
2018v3.1
Gross Receipts
$47,122,427
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$14,242,781$15,202,956▲ $960,175
Accounts Receivable$1,900,589$1,221,839▼ $678,750
Cash and Non-Interest-Bearing Accounts$519,077$1,189,402▲ $670,325
Savings and Temporary Cash Investments$60,955$248,987▲ $188,032
Total Assets$16,723,402$17,863,184▲ $1,139,782
Liabilities
Other Liabilities$1,421,995$1,760,778▲ $338,783
Accounts Payable and Accrued Expenses$0$130,460▲ $130,460
Total Liabilities$1,421,995$1,891,238▲ $469,243
Net Assets / Fund Balance
Unrestricted Net Assets$15,301,407$15,971,946▲ $670,539
Total Net Assets Fund Balance$15,301,407$15,971,946▲ $670,539
Total Liabilities and Net Assets / Fund Balance$16,723,402$17,863,184▲ $1,139,782
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$11,381,323
Investment Income
$453,155
Other Revenue
$0
Change in Net Assets
$328,754

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,810,806
Revenue Not Reported on Financial Statements
$23,672
Revenue Not Reported on Form 990
$341,785
Total Revenue per Audited Statements
$12,152,591
Total Revenue per Form 990
$11,834,478
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$938,112
Salaries, Compensation, and Employee Benefits$4,309
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$10,563,303
Insurance---$448,913
Fees for Services Other---$361,476
Fees for Services Management---$72,358
Fees for Service Investment Mgmnt Fees---$23,672
Fees for Services Legal---$18,311
Fees for Services Accounting---$10,850
Payroll Taxes---$4,309
Office Expenses---$2,532
Total Functional Expenses$0$0$0$11,505,724

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$11,505,724
Expenses per Audited Statements$11,482,052
Total Expenses per Audited Statements$11,482,052
Expenses Not Reported on Financial Statements$23,672
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$1,627,381
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
EIN
34-0759023
Phone
2162411086
Address
PO BOX 6327, CLEVELAND, OH 44101-1327

Signing Officer

Name
Richard Jordan
Title
Chairman
Phone
2162411086
Signed
2020-03-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Jordan
Formed
1955
Legal Domicile
Oh
Voting Board Members
5
Independent Board Members
5
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.”

Raw XML Appendix324 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/AccountsReceivableGrp/EOYAmt01221839
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDES MEDICAL AND OTHER BENEFITS TO UNION MEMBERS
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IRS990/BenefitsToMembersGrp/TotalAmt010563303
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0IRON WORKERS LOCAL FRINGE BENFITS
IRS990/BooksInCareOfDetail/PhoneNum02162411086
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 6327
IRS990/BooksInCareOfDetail/USAddress/CityNm0CLEVELAND
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0RICHARD JORDAN
IRS990/Form990PartVIISectionAGrp/PersonNm1JOSH REESE
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IRS990/Form990PartVIISectionAGrp/PersonNm5BRIAN MURRAY
IRS990/Form990PartVIISectionAGrp/PersonNm6TIM LINVILLE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5ALTERNATE UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6ALTERNATE MANAGEMENT TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt031364
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt035319313
IRS990/GrossReceiptsAmt047122427
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
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IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt014242781
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IRS990/IRPDocumentW2GCnt00
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IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
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IRS990/MoreThan5000KToIndividualsInd00
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IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/PartialLiquidationInd00
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IRS990/PoliticalCampaignActyInd00
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1VACATION FUND
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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/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/BOYAmt016723402
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IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
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IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt01891238
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IRS990/TotalLiabilitiesGrp/EOYAmt01891238
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt015301407
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IRS990/TotalOtherCompensationAmt00
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IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt011834478
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt016723402
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt015301407
IRS990/UnrestrictedNetAssetsGrp/EOYAmt015971946
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 6327
IRS990/USAddress/CityNm0CLEVELAND
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd044141
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD JORDAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02162411086
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IRON WORKERS LOCAL 17
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INSURANCE 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/ZIPCd0441011327
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0263959CF6A76941B5CFFBEDF28F74C7D29B50F30
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.62.109.106
ReturnHeader/FilingSecurityInformation/IPDt02020-03-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm017:42:02
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/ReturnTs02020-03-13T10:22:41-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-05-01
ReturnHeader/TaxPeriodEndDt02019-04-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,863,184
Liabilities
$1,891,238
Net assets
$15,971,946
Revenue
$11,834,478
Expenses
$11,505,724
Net income
$328,754
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
2019Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)9 • $25M-$50M nonprofits