Civic Intelligence

Indiana Laborers Welfare Fund

990 • Fiscal year 2011 • EIN 35-0923209

Dec 01, 2010 to Nov 30, 2011 • Filed on Mar 17, 2012

Organization ProfileNOT APPLICABLE

View Organization Page

PO Box 158747808
Siviq Scores

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

Liabilities / Assets

59th percentile

0.05x

Higher debt load relative to assets than 59% of similar nonprofits.

2011 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

61st percentile

7.8%

Faster asset growth than 61% of similar nonprofits.

2011 filings • $250M-$1B nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$205,047,764

Up $14,867,815 (+7.8%) from 2010

Net Assets

Up

$194,342,039

Up $7,769,424 (+4.2%) from 2010

Liabilities

Up

$10,705,725

Up $7,098,391 (+197%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$73,132,844

Up $6,214,946 (+9.3%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$600M$400M$200M$0Assets 2010: $190,179,949Liabilities 2010: $3,607,334Net Assets 2010: $186,572,6152010Assets 2011: $205,047,764Liabilities 2011: $10,705,725Net Assets 2011: $194,342,0392011Assets 2012: $230,023,390Liabilities 2012: $11,538,659Net Assets 2012: $218,484,7312012Assets 2013: $251,648,280Liabilities 2013: $11,052,608Net Assets 2013: $240,595,6722013Assets 2014: $262,096,832Liabilities 2014: $10,747,156Net Assets 2014: $251,349,6762014Assets 2015: $251,553,733Liabilities 2015: $12,801,508Net Assets 2015: $238,752,2252015Assets 2016: $248,679,933Liabilities 2016: $15,070,845Net Assets 2016: $233,609,0882016Assets 2017: $247,827,040Liabilities 2017: $20,489,167Net Assets 2017: $227,337,8732017Assets 2018: $241,777,245Liabilities 2018: $21,664,385Net Assets 2018: $220,112,8602018Assets 2019: $261,228,383Liabilities 2019: $18,558,466Net Assets 2019: $242,669,9172019Assets 2020: $276,143,032Liabilities 2020: $25,735,926Net Assets 2020: $250,407,1062020Assets 2021: $297,651,155Liabilities 2021: $24,473,624Net Assets 2021: $273,177,5312021Assets 2022: $302,582,748Liabilities 2022: $24,143,990Net Assets 2022: $278,438,7582022Assets 2024: $405,611,854Liabilities 2024: $24,859,756Net Assets 2024: $380,752,0982024

Highlighted filing

2011

Assets$205,047,764
Liabilities$10,705,725
Net Assets$194,342,039
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150M$100M$50M$0-$50MExpenses 2010: $66,917,8982010Expenses 2011: $73,132,8442011Expenses 2012: $78,689,9332012Expenses 2013: $74,919,0822013Revenue 2014: $85,753,385Expenses 2014: $76,535,956Net Income 2014: $9,217,4292014Revenue 2015: $81,363,687Expenses 2015: $87,888,131Net Income 2015: -$6,524,4442015Revenue 2016: $83,909,425Expenses 2016: $92,578,241Net Income 2016: -$8,668,8162016Revenue 2017: $94,475,865Expenses 2017: $101,924,231Net Income 2017: -$7,448,3662017Revenue 2018: $98,780,027Expenses 2018: $98,435,322Net Income 2018: $344,7052018Revenue 2019: $102,595,527Expenses 2019: $93,354,421Net Income 2019: $9,241,1062019Revenue 2020: $102,892,384Expenses 2020: $103,908,288Net Income 2020: -$1,015,9042020Revenue 2021: $117,994,109Expenses 2021: $101,017,831Net Income 2021: $16,976,2782021Revenue 2022: $104,451,795Expenses 2022: $95,511,680Net Income 2022: $8,940,1152022Revenue 2024: $142,979,855Expenses 2024: $112,390,431Net Income 2024: $30,589,4242024

Highlighted filing

2011

Revenue-
Expenses$73,132,844
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2010 to Nov 30, 2011
Signed
Mar 17, 2012
Return Version
2010v3.7
Gross Receipts
$286,051,649
Mission and Program Overview

Mission

Provide health & welfare benefits to members

Filing and Contact Details

Filer

EIN
35-0923209
Raw XML AppendixShowing 400 of 481 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/Form990ScheduleDPartXIV/Explanation0THE WELFARE FUND IS TAX EXEMPT UNDER INTERNAL REVENUE CODE PARAGRAPH 501 (C)(9). THE EXEMPTION RULING WAS OBTAINED MAY 10, 1957. THE WELFARE FUND OBTAINED ITS LATEST DETERMINATION LETTER ON JANUARY 11, 1983 IN WHICH THE INTERNAL REVENUE SERVICE STATED THAT THE PLAN, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THE PLAN HAS BEEN RESTATED AND AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN'S ADMINISTRATOR, LEGAL COUNSEL, AND CONSULTANT, BELIEVE THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THEREFORE, THEY BELIEVE THAT THE PLAN WAS QUALIFIED AND THE RELATED TRUST WAS TAX-EXEMPT AS OF THE FINANCIAL STATEMENT DATE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND, AND HAS CONCLUDED THAT AS OF NOVEMBER 30, 2011 AND NOVEMBER 30, 2010, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FUND ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2008.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1ADMINISTRATIVE FEES RECEIVED -718,842 ADMINISTRATIVE FEES RECEIVED 718,842
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation2ADMINISTRATIVE FEES RECEIVED 718,842
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation3ADMINISTRATIVE FEES RECEIVED 718,842
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0LIABILITY UNDER FIN 48 FOOTNOTE
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1RECONCILIATION OF CHANGES - OTHER
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier2REVENUE AMOUNTS INCLUDED ON RETURN - OTHER
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier3EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference1SCHEDULE D, PAGE 4, PART XI, LINE 8
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference2SCHEDULE D, PAGE 4, PART XII, LINE 4B
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference3SCHEDULE D, PAGE 4, PART XIII, LINE 4B
IRS990ScheduleD/IncludedOnFS0false
IRS990ScheduleD/InvestmentExpensesNotIncluded0749217
IRS990ScheduleD/InvestmentExpensesNotIncluded20749217
IRS990ScheduleD/Land/BookValue052103
IRS990ScheduleD/Land/OtherCostOrOtherBasis052103
IRS990ScheduleD/NetUnrealizedGainsInvestments0-1047040
IRS990ScheduleD/NetUnrealizedGLOnInvestments0-1047040
IRS990ScheduleD/OtherAssets/BookValue017459097
IRS990ScheduleD/OtherAssets/BookValue110808862
IRS990ScheduleD/OtherAssets/BookValue29249308
IRS990ScheduleD/OtherAssets/BookValue3942661
IRS990ScheduleD/OtherAssets/BookValue4812398
IRS990ScheduleD/OtherAssets/BookValue539725
IRS990ScheduleD/OtherAssets/BookValue629601
IRS990ScheduleD/OtherAssets/Description0LIMITED PARTNERSHIPS
IRS990ScheduleD/OtherAssets/Description1GROUP ANNUITY INS. CONTRACT
IRS990ScheduleD/OtherAssets/Description2COLLECTIVE FUND
IRS990ScheduleD/OtherAssets/Description3MEDICARE PART D REIMBURSEMENT
IRS990ScheduleD/OtherAssets/Description4ACCRUED INTEREST & DIVIDENDS
IRS990ScheduleD/OtherAssets/Description5OTHER RECEIVABLES
IRS990ScheduleD/OtherAssets/Description6ACCRUED INTEREST ON CONTRIBUTIONS
IRS990ScheduleD/OtherExpensesNotIncluded0718842
IRS990ScheduleD/OtherLiabilities/Amount07150004
IRS990ScheduleD/OtherLiabilities/Amount1508011
IRS990ScheduleD/OtherLiabilities/Amount2174996
IRS990ScheduleD/OtherLiabilities/Description0CLAIMS INCURRED BUT NOT REPORTED
IRS990ScheduleD/OtherLiabilities/Description1DUE TO OTHER FUNDS
IRS990ScheduleD/OtherLiabilities/Description2MEDICAL CLAIMS PAYABLE
IRS990ScheduleD/OtherRevenuesNotIncluded0718842
IRS990ScheduleD/RevenueNotRptdF9900-1047040
IRS990ScheduleD/RevenueNotRptdOnFinStmt01468059
IRS990ScheduleD/RevenueSubtotal087806249
IRS990ScheduleD/Sect170hRequirementsSatisfied0false
IRS990ScheduleD/SolicitedAssetsForSale0false
IRS990ScheduleD/TotalAdjustments0-1047040
IRS990ScheduleD/TotalBookValueOtherAssets039341652
IRS990ScheduleD/TotalExpenses073132844
IRS990ScheduleD/TotalExpensesPerForm990073132844
IRS990ScheduleD/TotalOfAmounts07833011
IRS990ScheduleD/TotalOfBookValueLandBuildings0681323
IRS990ScheduleD/TotalRevenue089274308
IRS990ScheduleD/TotalRevenuePerForm990089274308
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt071664785
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt086759209
IRS990ScheduleD/WrittenPolicyMonitoring0false
IRS990/ScheduleJRequired0false
IRS990ScheduleO/GeneralExplanation/Explanation0FORM 990 IS REVIEWED BY THE SECRETARY-TREASURER PRIOR TO SIGNING AND FILING THE RETURN.
IRS990ScheduleO/GeneralExplanation/Explanation1THE TRUST FUND CONFORMS WITH ERISA RULES AND REGULATIONS WITH REGARD TO DISCLOSURE AND REVIEW OF POTENTIAL CONFLICTS OF INTEREST.
IRS990ScheduleO/GeneralExplanation/Explanation2COMPENSATION FOR ALL EMPLOYEES IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/GeneralExplanation/Explanation3COMPENSATION FOR ALL EMPLOYEES IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/GeneralExplanation/Explanation4GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FUND PROVIDES A SUMMARY ANNUAL REPORT TO ALL PARTICIPANTS CONTAINING INSTRUCTIONS FOR OBTAINING A COPY OF THE FINANCIAL STATEMENTS AND FORM 5500.
IRS990ScheduleO/GeneralExplanation/Explanation5FORM 990, PART I, LINE 21 - THE BALANCE OF NET ASSETS HAS BEEN REDUCED BY PREVIOUSLY EXISITING BALANCES THAT HAVE BEEN RECLASSIFIED AS LIABILITIES FOR THE TAX YEAR ENDED 11/30/2011 AS FOLLOWS: MEDICAL CLAIMS PAYABLE: 174,996 CLAIMS INCURRED BUT NOT REPORTED: 7,150,004
IRS990ScheduleO/GeneralExplanation/Identifier0ORGANIZATION'S PROCESS USED TO REVIEW FORM 990
IRS990ScheduleO/GeneralExplanation/Identifier1ENFORCEMENT OF CONFLICTS POLICY
IRS990ScheduleO/GeneralExplanation/Identifier2COMPENSATION PROCESS FOR TOP OFFICIAL
IRS990ScheduleO/GeneralExplanation/Identifier3COMPENSATION PROCESS FOR OFFICERS
IRS990ScheduleO/GeneralExplanation/Identifier4GOVERNING DOCUMENTS DISCLOSURE EXPLANATION
IRS990ScheduleO/GeneralExplanation/Identifier5OTHER CHANGES IN NET ASSETS EXPLANATION
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART XI, LINE 5
IRS990/ScheduleORequired0true

Document Assets

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Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$205,047,764
Liabilities
$10,705,725
Net assets
$194,342,039
Revenue
-
Expenses
$73,132,844
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$406$24.9$381$143$112$30.6
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$303$24.1$278$104$95.5$8.94
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$298$24.5$273$118$101$17.0
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$276$25.7$250$103$104$1.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$261$18.6$243$103$93.4$9.24
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$242$21.7$220$98.8$98.4$0.34
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$248$20.5$227$94.5$102$7.45
2016Detailed filing. Detailed filing data is available for this year.$249$15.1$234$83.9$92.6$8.67
2015Detailed filing. Detailed filing data is available for this year.$252$12.8$239$81.4$87.9$6.52
2014Detailed filing. Detailed filing data is available for this year.$262$10.7$251$85.8$76.5$9.22
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$252$11.1$241$74.9
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$230$11.5$218$78.7
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$205$10.7$194$73.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$190$3.61$187$66.9