Civic Intelligence

Northwestern Ohio Plumbers & Pipefitters Active Health & Welfare Plan & Trust

990 • Fiscal year 2016 • EIN 34-4443218

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 07, 2017

7570 Caple Blvd BNorthwood, OH 43619

(419) 662-1388

Siviq Scores

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

Liabilities / Assets

74th percentile

0.24x

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

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

90th percentile

0.56x

Higher debt load relative to revenue than 90% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Net Margin

58th percentile

5.6%

Higher net margin than 58% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Asset Growth

70th percentile

10.0%

Faster asset growth than 70% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

34th percentile

-0.2%

Faster revenue growth than 34% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Assets

Up

$34,566,632

Up $3,134,498 (+10.0%) from 2015

Net Assets

Up

$26,337,243

Up $1,209,913 (+4.8%) from 2015

Liabilities

Up

$8,229,389

Up $1,924,585 (+31%) from 2015

Revenue

Down

$14,813,846

Down $30,965 (-0.2%) from 2015

Expenses

Down

$13,987,399

Down $2,426 (-0.0%) from 2015

Net Income

Down

$826,447

Down $28,539 (-3.3%) from 2015

Historical Trend

Balance Sheet Trend

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

$100M$50M$0Assets 2010: $20,778,437Liabilities 2010: $5,841,747Net Assets 2010: $14,936,6902010Assets 2011: $20,691,516Liabilities 2011: $5,970,401Net Assets 2011: $14,721,1152011Assets 2012: $25,104,961Liabilities 2012: $6,301,188Net Assets 2012: $18,803,7732012Assets 2013: $26,334,027Liabilities 2013: $5,384,258Net Assets 2013: $20,949,7692013Assets 2014: $30,989,784Liabilities 2014: $6,256,958Net Assets 2014: $24,732,8262014Assets 2015: $31,432,134Liabilities 2015: $6,304,804Net Assets 2015: $25,127,3302015Assets 2016: $34,566,632Liabilities 2016: $8,229,389Net Assets 2016: $26,337,2432016Assets 2017: $38,198,838Liabilities 2017: $9,147,064Net Assets 2017: $29,051,7742017Assets 2018: $37,553,186Liabilities 2018: $10,134,898Net Assets 2018: $27,418,2882018Assets 2019: $43,998,045Liabilities 2019: $11,352,185Net Assets 2019: $32,645,8602019Assets 2020: $46,544,061Liabilities 2020: $12,876,538Net Assets 2020: $33,667,5232020Assets 2021: $50,700,372Liabilities 2021: $15,079,407Net Assets 2021: $35,620,9652021Assets 2022: $50,591,716Liabilities 2022: $15,152,330Net Assets 2022: $35,439,3862022Assets 2023: $75,330,101Liabilities 2023: $12,368,057Net Assets 2023: $62,962,0442023Assets 2024: $83,682,973Liabilities 2024: $16,186,532Net Assets 2024: $67,496,4412024

Highlighted filing

2016

Assets$34,566,632
Liabilities$8,229,389
Net Assets$26,337,243

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$30M$20M$10M$0-$10MExpenses 2010: $10,048,7292010Expenses 2011: $11,329,6872011Expenses 2012: $10,631,3312012Revenue 2013: $12,605,282Expenses 2013: $11,095,348Net Income 2013: $1,509,9342013Revenue 2014: $14,070,278Expenses 2014: $10,833,343Net Income 2014: $3,236,9352014Revenue 2015: $14,844,811Expenses 2015: $13,989,825Net Income 2015: $854,9862015Revenue 2016: $14,813,846Expenses 2016: $13,987,399Net Income 2016: $826,4472016Revenue 2017: $15,037,948Expenses 2017: $14,104,078Net Income 2017: $933,8702017Revenue 2018: $19,006,737Expenses 2018: $15,862,533Net Income 2018: $3,144,2042018Revenue 2019: $19,422,738Expenses 2019: $17,716,954Net Income 2019: $1,705,7842019Revenue 2020: $15,561,095Expenses 2020: $17,104,096Net Income 2020: -$1,543,0012020Revenue 2021: $23,830,238Expenses 2021: $24,121,265Net Income 2021: -$291,0272021Revenue 2022: $24,937,512Expenses 2022: $20,064,686Net Income 2022: $4,872,8262022Revenue 2023: $28,600,501Expenses 2023: $21,839,757Net Income 2023: $6,760,7442023Revenue 2024: $33,200,356Expenses 2024: $33,321,907Net Income 2024: -$121,5512024

Highlighted filing

2016

Revenue$14,813,846
Expenses$13,987,399
Net Income$826,447
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 7, 2017
Return Version
2016v3.0
Gross Receipts
$47,262,949
Mission and Program Overview

Mission

The plan provides health, dental, vision, prescription, disability and death benefits to eligible members of northwestern ohio plumbers and pipefitters local no 50.

The plan provides health, dental, vision, prescription, disability and death benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$26,168,599$29,308,831▲ $3,140,232
Rtn Earn Endowment Incm Other Fnds$25,127,330$26,337,243▲ $1,209,913
Accounts Receivable$1,676,181$2,869,416▲ $1,193,235
Savings and Temporary Cash Investments$2,473,135$1,697,590▼ $775,545
Prepaid Expenses and Deferred Charges$839,434$449,076▼ $390,358
Cash and Non-Interest-Bearing Accounts$186,707$239,171▲ $52,464
Land, Buildings, and Equipment, Net$3,147$2,548▼ $599
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$31,432,134$34,566,632▲ $3,134,498
Other Assets Total$84,931$0▼ $84,931
Liabilities
Other Liabilities$5,354,256$6,959,135▲ $1,604,879
Accounts Payable and Accrued Expenses$950,548$1,270,254▲ $319,706
Total Liabilities$6,304,804$8,229,389▲ $1,924,585
Net Assets / Fund Balance
Total Net Assets Fund Balance$25,127,330$26,337,243▲ $1,209,913
Total Liabilities and Net Assets / Fund Balance$31,432,134$34,566,632▲ $3,134,498

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$828$10,766$11,594
Leasehold Improvements$1,720$524$2,244
Compensation and Service Providers

Board Members and Trustees

NameTitle
Pete VavrinekChairman
Bob Lynn JrAlternate Trustee
Don LeeAlternate Trustee
Paul CordellAlternate Trustee
Scott KeppAlternate Trustee
Stephen DunbarAlternate Trustee
Anne SaloffTrustee
Jeff EarlTrustee
Mike SchabelTrustee
Scott LopezTrustee
Tim PollaufTrustee
Eric OsbornSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$13,678,674
Investment Income
$845,136
Other Revenue
$290,036
Change in Net Assets
$826,447

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,782,341
Revenue Not Reported on Financial Statements
$31,505
Revenue Not Reported on Form 990
$383,466
Total Revenue per Audited Statements
$15,165,807
Total Revenue per Form 990
$14,813,846
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$693,285
Salaries, Compensation, and Employee Benefits$256,072
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$13,038,042
Other Employee Benefits---$169,989
Fees for Services Other---$141,363
Fees for Services Legal---$114,021
All Other Expenses---$55,378
Other Expenses---$51,138
Other Salaries and Wages---$48,866
Payroll Taxes---$37,217
Fees for Service Investment Mgmnt Fees---$31,505
Fees for Services Accounting---$22,355
Fees for Services Management---$16,814
Insurance---$4,912
Conferences and Meetings---$3,738
Occupancy---$1,368
Depreciation Depletion---$1,045
Office Expenses---$323
Total Functional Expenses$0$0$0$13,987,399

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$13,987,399
Expenses per Audited Statements$13,955,894
Total Expenses per Audited Statements$13,955,894
Expenses Not Reported on Financial Statements$31,505
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
Supplemental Credit Reserve$6,861,308
Employer Deposits Payable$97,827
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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 A, line 7A

Line 7a explanation - Members of the governing body are appointed by the union and by the employers of the plan.

Form 990, Part VI, Section B, line 11B

Line 11a explanation - Board Members will receive a copy of Form 990 for review before filing.

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

Policy is monitored and enforced by the Board of Trustees through monthly meetings.

Form 990, Part VI, Section C, line 19

All are available upon request.

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

Pete Vavrinek - 2875 Crane Way, Northwood, OH 43619-1098. Mike Schabel - 915 Matzinger Road, Toledo, OH 43612. Tim Pollauf - 4263 Monroe Street, Toledo, OH 43606. Jeff Earl - 12288 County Road M, Wauseon, OH 43567. Scott Kepp - 6842 Commodore Drive, Walbridge, OH 43465. Stephen Dunbar - P.O. Box 352350, Toledo, OH 43635-2350.

Filing and Contact Details

Filer

Filer Name
Northwestern Ohio Plumbers & Pipefitters
EIN
34-4443218
Phone
4196621388
Address
7570 Caple Blvd B, Northwood, OH 43619

Signing Officer

Name
Eric Osborn
Title
Trustee
Phone
4196621388
Signed
2017-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eric Osborn
Formed
1954
Legal Domicile
Oh
Voting Board Members
12
Independent Board Members
12
Employees
5
Volunteers
0

Preparer

Firm
Davenport Hanf & Company LLC
Address
28276 Kensington Lane, Perrysburg, OH 43551
Preparer
Michael L Hanf CPA
Phone
4198725900
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 24E

Employee Assistance Program 27,496. Audit Fees - Premier Healthcare 20,502. Miscellaneous Expense 4,418. Taxes 2,299. National Reciprocity Fee 663.

Plan Benefit Obligations at 12/31/16

Health Claims Payable $ 571,000 Other Benefits Payable $ 264,700 Claims Incurred but Not Reported $ 244,900 Accumulated Eligiblity Credits $10,330,000 Total Plan Benefit Obligation at 12/31/16 $11,411,100

Financial Statement Notes

Part X, Line 2:

The Plan has determined that there are no uncertain tax positions that require disclosure in these financial statements under the FASB Accounting Standards Codification topic, Income Taxes.

Raw XML AppendixShowing 400 of 410 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0950548
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01270254
IRS990/AccountsReceivableGrp/BOYAmt01676181
IRS990/AccountsReceivableGrp/EOYAmt02869416
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0The plan provides health, dental, vision, prescription, disability and death benefits
IRS990/AllOtherExpensesGrp/TotalAmt055378
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt013038042
IRS990/BooksInCareOfDetail/PersonNm0Grace Mulvahill
IRS990/BooksInCareOfDetail/PhoneNum04196621388
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt07570 Caple Blvd Suite B
IRS990/BooksInCareOfDetail/USAddress/CityNm0Northwood
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd043619
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0186707
IRS990/CashNonInterestBearingGrp/EOYAmt0239171
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt03738
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt013038042
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0845136
IRS990/CYOtherExpensesAmt0693285
IRS990/CYOtherRevenueAmt0290036
IRS990/CYProgramServiceRevenueAmt013678674
IRS990/CYRevenuesLessExpensesAmt0826447
IRS990/CYSalariesCompEmpBnftPaidAmt0256072
IRS990/CYTotalExpensesAmt013987399
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt014813846
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt01045
IRS990/Desc0The plan provides health, dental, vision, prescription, disability and death benefits to eligible members of Northwestern Ohio Plumbers and Pipefitters Local No 50.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt05
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt022355
IRS990/FeesForServicesLegalGrp/TotalAmt0114021
IRS990/FeesForServicesManagementGrp/TotalAmt016814
IRS990/FeesForServicesOtherGrp/TotalAmt0141363
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt031505
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0Eric Osborn
IRS990/Form990PartVIISectionAGrp/PersonNm1Pete Vavrinek
IRS990/Form990PartVIISectionAGrp/PersonNm2Scott Lopez
IRS990/Form990PartVIISectionAGrp/PersonNm3Mike Schabel
IRS990/Form990PartVIISectionAGrp/PersonNm4Tim Pollauf
IRS990/Form990PartVIISectionAGrp/PersonNm5Jeff Earl
IRS990/Form990PartVIISectionAGrp/PersonNm6Bob Lynn Jr
IRS990/Form990PartVIISectionAGrp/PersonNm7Scott Kepp
IRS990/Form990PartVIISectionAGrp/PersonNm8Don Lee
IRS990/Form990PartVIISectionAGrp/PersonNm9Stephen Dunbar
IRS990/Form990PartVIISectionAGrp/PersonNm10Paul Cordell
IRS990/Form990PartVIISectionAGrp/PersonNm11Anne Saloff
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt1Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Alternate Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Alternate Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Alternate Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Alternate Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Alternate Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01954
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0175996
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt032625099
IRS990/GrossReceiptsAmt047262949
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt04912
IRS990/InvestmentIncomeGrp/ExclusionAmt0669140
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0669140
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt026168599
IRS990/InvestmentsPubTradedSecGrp/EOYAmt029308831
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt011290
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03147
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02548
IRS990/LandBldgEquipCostOrOtherBssAmt013838
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt032449103
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0The plan provides health, dental, vision, prescription, disability and death benefits to eligible members of Northwestern Ohio Plumbers and Pipefitters Local No 50.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt025127330
IRS990/NetAssetsOrFundBalancesEOYAmt026337243
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0175996
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0175996
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0383466
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt01368
IRS990/OfficeExpensesGrp/TotalAmt0323
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt084931
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0169989
IRS990/OtherExpensesGrp/Desc0Access Fee
IRS990/OtherExpensesGrp/Desc1Health Advocate Program
IRS990/OtherExpensesGrp/Desc2Data Processing
IRS990/OtherExpensesGrp/Desc3Postage and Shipping
IRS990/OtherExpensesGrp/TotalAmt0131376
IRS990/OtherExpensesGrp/TotalAmt159679
IRS990/OtherExpensesGrp/TotalAmt258270
IRS990/OtherExpensesGrp/TotalAmt351138
IRS990/OtherLiabilitiesGrp/BOYAmt05354256
IRS990/OtherLiabilitiesGrp/EOYAmt06959135
IRS990/OtherRevenueMiscGrp/BusinessCd0252100
IRS990/OtherRevenueMiscGrp/BusinessCd1525100
IRS990/OtherRevenueMiscGrp/Desc0Litigation
IRS990/OtherRevenueMiscGrp/Desc1Miscellaneous
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0290000
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt136
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0290000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt136
IRS990/OtherRevenueTotalAmt0290036
IRS990/OtherSalariesAndWagesGrp/TotalAmt048866
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt037217
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0839434
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0449076
IRS990/PrincipalOfficerNm0Eric Osborn
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0Employer Contributions
IRS990/ProgramServiceRevenueGrp/Desc1Participants
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt013635480
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt143194
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt013635480
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt143194
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt012990011
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0519702
IRS990/PYOtherExpensesAmt0738160
IRS990/PYOtherRevenueAmt0444
IRS990/PYProgramServiceRevenueAmt014324665
IRS990/PYRevenuesLessExpensesAmt0854986
IRS990/PYSalariesCompEmpBnftPaidAmt0261654
IRS990/PYTotalExpensesAmt013989825
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt014844811
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0826447
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt025127330
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt026337243
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02473135
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01697590
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0828
IRS990ScheduleD/EquipmentGrp/DepreciationAmt010766
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt011594
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt031505
IRS990ScheduleD/ExpensesSubtotalAmt013955894
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt031505
IRS990ScheduleD/InvestmentExpensesNotIncldAmt031505
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt01720
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0524
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt02244
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0383466
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt097827
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt16861308
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Employer Deposits Payable
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Supplemental Credit Reserve
IRS990ScheduleD/RevenueNotReportedAmt0383466
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt031505
IRS990ScheduleD/RevenueSubtotalAmt014782341
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Plan has determined that there are no uncertain tax positions that require disclosure in these financial statements under the FASB Accounting Standards Codification topic, Income Taxes.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02548
IRS990ScheduleD/TotalExpensesPerForm990Amt013987399
IRS990ScheduleD/TotalLiabilityAmt06959135
IRS990ScheduleD/TotalRevenuePerForm990Amt014813846
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt015165807
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt013955894
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Line 7a explanation - Members of the governing body are appointed by the union and by the employers of the plan.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Line 11a explanation - Board Members will receive a copy of Form 990 for review before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Policy is monitored and enforced by the Board of Trustees through monthly meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3All are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Pete Vavrinek - 2875 Crane Way, Northwood, OH 43619-1098. Mike Schabel - 915 Matzinger Road, Toledo, OH 43612. Tim Pollauf - 4263 Monroe Street, Toledo, OH 43606. Jeff Earl - 12288 County Road M, Wauseon, OH 43567. Scott Kepp - 6842 Commodore Drive, Walbridge, OH 43465. Stephen Dunbar - P.O. Box 352350, Toledo, OH 43635-2350.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Employee Assistance Program 27,496. Audit Fees - Premier Healthcare 20,502. Miscellaneous Expense 4,418. Taxes 2,299. National Reciprocity Fee 663.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Health Claims Payable $ 571,000 Other Benefits Payable $ 264,700 Claims Incurred but Not Reported $ 244,900 Accumulated Eligiblity Credits $10,330,000 Total Plan Benefit Obligation at 12/31/16 $11,411,100
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VII Contact Addresses for Officers, Directors, Etc
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Plan Benefit Obligations at 12/31/16
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt031432134
IRS990/TotalAssetsEOYAmt034566632
IRS990/TotalAssetsGrp/BOYAmt031432134
IRS990/TotalAssetsGrp/EOYAmt034566632
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/TotalAmt013987399
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06304804
IRS990/TotalLiabilitiesEOYAmt08229389
IRS990/TotalLiabilitiesGrp/BOYAmt06304804
IRS990/TotalLiabilitiesGrp/EOYAmt08229389
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt025127330
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt026337243
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt013678674
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0669140
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt014144706
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt014813846
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt031432134
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt034566632
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07570 Caple Blvd B
IRS990/USAddress/CityNm0Northwood
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd043619
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Eric Osborn
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum04196621388
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Northwestern Ohio Plumbers & Pipefitters
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Active Health & Welfare Plan & Trust
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0344443218
ReturnHeader/Filer/PhoneNum04196621388
ReturnHeader/Filer/USAddress/AddressLine1Txt07570 Caple Blvd B
ReturnHeader/Filer/USAddress/CityNm0Northwood
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043619
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EB39DD9E459B4BA4E358AF5F4E8E941391622F6C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EB39DD9E459B4BA4E358AF5F4E8E941391622F6C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.52.109.106
ReturnHeader/FilingSecurityInformation/IPDt02017-11-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm010:22:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0412173670
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Davenport Hanf & Company LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt028276 Kensington Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Perrysburg

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$83.7$16.2$67.5$33.2$33.3$0.12
2023Detailed filing. Detailed filing data is available for this year.$75.3$12.4$63.0$28.6$21.8$6.76
2022Detailed filing. Detailed filing data is available for this year.$50.6$15.2$35.4$24.9$20.1$4.87
2021Detailed filing. Detailed filing data is available for this year.$50.7$15.1$35.6$23.8$24.1$0.29
2020Detailed filing. Detailed filing data is available for this year.$46.5$12.9$33.7$15.6$17.1$1.54
2019Detailed filing. Detailed filing data is available for this year.$44.0$11.4$32.6$19.4$17.7$1.71
2018Detailed filing. Detailed filing data is available for this year.$37.6$10.1$27.4$19.0$15.9$3.14
2017Detailed filing. Detailed filing data is available for this year.$38.2$9.15$29.1$15.0$14.1$0.93
2016Detailed filing. Detailed filing data is available for this year.$34.6$8.23$26.3$14.8$14.0$0.83
2015Detailed filing. Detailed filing data is available for this year.$31.4$6.30$25.1$14.8$14.0$0.85
2014Detailed filing. Detailed filing data is available for this year.$31.0$6.26$24.7$14.1$10.8$3.24
2013Detailed filing. Detailed filing data is available for this year.$26.3$5.38$20.9$12.6$11.1$1.51
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.1$6.30$18.8$10.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.7$5.97$14.7$11.3
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.8$5.84$14.9$10.0
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)9 • $25M-$50M nonprofits