Civic Intelligence

Plumbers and Steamfitters Local 440 Health & Welfare Plan

990 • Fiscal year 2014 • EIN 35-1899607

Jun 01, 2013 to May 31, 2014 • Filed on Oct 22, 2014

Organization ProfileN/A

View Organization Page

3440 Kossuth Street PO Box 576947903-5769

(765) 447-8803

Siviq Scores

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

Liabilities / Assets

79th percentile

0.32x

Higher debt load relative to assets than 79% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

86th percentile

0.37x

Higher debt load relative to revenue than 86% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Net Margin

80th percentile

17%

Higher net margin than 80% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

63rd percentile

8.7%

Faster asset growth than 63% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$24,044,287

Up $1,919,380 (+8.7%) from 2013

Net Assets

Up

$16,394,826

Up $3,358,312 (+26%) from 2013

Liabilities

Down

$7,649,461

Down $1,438,932 (-16%) from 2013

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin80th percentile

Revenue

$20,759,282

No earlier filing loaded for comparison.

Expenses

Down

$17,248,304

Down $3,763,201 (-18%) from 2013

Net Income

$3,510,978

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$80M$60M$40M$20M$0Assets 2010: $16,706,657Liabilities 2010: $7,100,484Net Assets 2010: $9,606,1732010Assets 2011: $19,220,991Liabilities 2011: $7,145,935Net Assets 2011: $12,075,0562011Assets 2012: $21,884,569Liabilities 2012: $8,033,037Net Assets 2012: $13,851,5322012Assets 2013: $22,124,907Liabilities 2013: $9,088,393Net Assets 2013: $13,036,5142013Assets 2014: $24,044,287Liabilities 2014: $7,649,461Net Assets 2014: $16,394,8262014Assets 2015: $24,077,385Liabilities 2015: $9,294,186Net Assets 2015: $14,783,1992015Assets 2016: $22,440,551Liabilities 2016: $12,103,089Net Assets 2016: $10,337,4622016Assets 2017: $21,263,538Liabilities 2017: $13,461,859Net Assets 2017: $7,801,6792017Assets 2018: $21,714,270Liabilities 2018: $14,291,549Net Assets 2018: $7,422,7212018Assets 2019: $22,357,794Liabilities 2019: $14,305,498Net Assets 2019: $8,052,2962019Assets 2020: $27,039,614Liabilities 2020: $17,922,174Net Assets 2020: $9,117,4402020Assets 2021: $30,185,686Liabilities 2021: $18,650,122Net Assets 2021: $11,535,5642021Assets 2022: $31,106,219Liabilities 2022: $18,232,323Net Assets 2022: $12,873,8962022Assets 2023: $38,453,071Liabilities 2023: $19,307,970Net Assets 2023: $19,145,1012023Assets 2024: $53,864,036Liabilities 2024: $24,939,655Net Assets 2024: $28,924,3812024Assets 2025: $61,554,145Liabilities 2025: $31,838,605Net Assets 2025: $29,715,5402025

Highlighted filing

2014

Assets$24,044,287
Liabilities$7,649,461
Net Assets$16,394,826
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60M$40M$20M$0-$20MExpenses 2010: $17,050,4592010Expenses 2011: $17,120,8122011Expenses 2012: $18,613,5622012Expenses 2013: $21,011,5052013Revenue 2014: $20,759,282Expenses 2014: $17,248,304Net Income 2014: $3,510,9782014Revenue 2015: $20,301,404Expenses 2015: $22,090,889Net Income 2015: -$1,789,4852015Revenue 2016: $21,278,518Expenses 2016: $25,197,790Net Income 2016: -$3,919,2722016Revenue 2017: $22,685,350Expenses 2017: $25,902,288Net Income 2017: -$3,216,9382017Revenue 2018: $25,245,250Expenses 2018: $25,452,568Net Income 2018: -$207,3182018Revenue 2019: $27,161,382Expenses 2019: $26,476,561Net Income 2019: $684,8212019Revenue 2020: $29,423,995Expenses 2020: $28,886,666Net Income 2020: $537,3292020Revenue 2021: $33,263,600Expenses 2021: $30,512,624Net Income 2021: $2,750,9762021Revenue 2022: $30,642,055Expenses 2022: $27,454,969Net Income 2022: $3,187,0862022Revenue 2023: $35,758,333Expenses 2023: $29,145,364Net Income 2023: $6,612,9692023Revenue 2024: $45,396,755Expenses 2024: $37,804,001Net Income 2024: $7,592,7542024Revenue 2025: $50,507,606Expenses 2025: $50,905,973Net Income 2025: -$398,3672025

Highlighted filing

2014

Revenue$20,759,282
Expenses$17,248,304
Net Income$3,510,978
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2013 to May 31, 2014
Signed
Oct 22, 2014
Return Version
2013v3.1
Gross Receipts
$29,393,008
Mission and Program Overview

Mission

To provide health and welfare benefits to participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$17,273,584$18,338,926▲ $1,065,342
Rtn Earn Endowment Incm Other Fnds$13,036,514$16,394,826▲ $3,358,312
Cash and Non-Interest-Bearing Accounts$1,897,418$3,041,542▲ $1,144,124
Accounts Receivable$2,592,776$2,173,789▼ $418,987
Savings and Temporary Cash Investments$356,118$484,704▲ $128,586
Prepaid Expenses and Deferred Charges$5,011$5,326▲ $315
Total Assets$22,124,907$24,044,287▲ $1,919,380
Liabilities
Other Liabilities$8,978,095$7,542,343▼ $1,435,752
Accounts Payable and Accrued Expenses$110,298$107,118▼ $3,180
Total Liabilities$9,088,393$7,649,461▼ $1,438,932
Net Assets / Fund Balance
Total Net Assets Fund Balance$13,036,514$16,394,826▲ $3,358,312
Total Liabilities and Net Assets / Fund Balance$22,124,907$24,044,287▲ $1,919,380
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Greg FullerChairman
John BeamanTrustee
John RayburnTrustee
Michael RussellTrustee
Mike BrooksTrustee
James JohnsonSecretary/tr

Highest Paid Contractors

ContractorServicesLocationCompensation
Anthem Blue Cross And Blue ShieldClaims Support-$561,925
Stewart C Miller & Company INCAdministrative-$478,784
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$19,399,112
Investment Income
$1,359,845
Other Revenue
$325
Change in Net Assets
$3,510,978

Audited Revenue Reconciliation

Revenue per Audited Statements
$20,714,250
Revenue Not Reported on Financial Statements
$45,032
Revenue Not Reported on Form 990
$-152,666
Total Revenue per Audited Statements
$20,561,584
Total Revenue per Form 990
$20,759,282
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,407,950
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$15,840,354
Office Expenses---$100,683
Fees for Services Other---$48,667
Fees for Service Investment Mgmnt Fees---$45,032
Fees for Services Accounting---$18,500
Other Expenses---$13,610
Fees for Services Legal---$12,947
Conferences and Meetings---$5,797
Insurance---$5,495
All Other Expenses---$811
Total Functional Expenses$0$0$0$17,248,304

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$17,248,304
Expenses per Audited Statements$17,203,272
Total Expenses per Audited Statements$17,203,272
Expenses Not Reported on Financial Statements$45,032
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
Accumulated Eligibility Credits$5,395,000
Claims Incurred But Not Reported$1,909,000
Medical Claims Payable$133,961
Prescription Drug Payable$89,557
Pending Trade Payable$14,825
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes

Governance Explanations

Form 990, Part VI

“Section b: lines 13 and 14 - policy the board of trustees and the plan conform with erisa rules and regulations with regards to the written whistleblower policy and document retention and destruction policy.”

Form 990, Page 6, Part VI, Line 3

“The board of trustees has outsourced the day to day administration of the plan to stewart c. Miller and company, inc., third party administrators.”

Form 990, Page 6, Part VI, Line 11B

“Form 990 is available to each trustee prior to filing with the internal revenue service.”

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

“The board of trustees and plan conform with erisa rules and regulations with respect to monitoring and enforcing compliance with the conflict of interest policy.”

Form 990, Page 6, Part VI, Line 19

“The plan makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. The board of trustees and plan conform with erisa rules and regulations relating to this matter.”

Filing and Contact Details

Filer

EIN
35-1899607
Phone
7654478803

Signing Officer

Name
James Johnson
Title
Secretary/treasurer
Phone
7654478803
Signed
2014-10-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Johnson
Formed
1993
Legal Domicile
In
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Preparer
Michelle L Zimmerman
Phone
3175661000
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“The fund administrator and the fund's tax counsel believe that the fund is currently designed and being operated in compliance with the applicable requirements of the internal revenue code. Therefore, they believe that the fund was qualified and the related trust was tax-exempt under section 501 (c)(9) as of the financial statement date. The tax years ended may 31, 2013, may 31, 2012, and may 31, 2011 remain subject to examination by major tax jurisdictions.”

Raw XML AppendixShowing 400 of 598 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/OtherLiabilitiesOrgGrp/Amt389557
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt414825
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCUMULATED ELIGIBILITY CREDITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CLAIMS INCURRED BUT NOT REPORTED
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2MEDICAL CLAIMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3PRESCRIPTION DRUG PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4PENDING TRADE PAYABLE
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FUND ADMINISTRATOR AND THE FUND'S TAX COUNSEL BELIEVE THAT THE FUND IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THEREFORE, THEY BELIEVE THAT THE FUND WAS QUALIFIED AND THE RELATED TRUST WAS TAX-EXEMPT UNDER SECTION 501 (C)(9) AS OF THE FINANCIAL STATEMENT DATE. THE TAX YEARS ENDED MAY 31, 2013, MAY 31, 2012, AND MAY 31, 2011 REMAIN SUBJECT TO EXAMINATION BY MAJOR TAX JURISDICTIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalExpensesPerForm990Amt017248304
IRS990ScheduleD/TotalLiabilityAmt07542343
IRS990ScheduleD/TotalRevenuePerForm990Amt020759282
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt020561584
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt017203272
IRS990/ScheduleJRequiredInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SECTION B: LINES 13 AND 14 - POLICY THE BOARD OF TRUSTEES AND THE PLAN CONFORM WITH ERISA RULES AND REGULATIONS WITH REGARDS TO THE WRITTEN WHISTLEBLOWER POLICY AND DOCUMENT RETENTION AND DESTRUCTION POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF TRUSTEES HAS OUTSOURCED THE DAY TO DAY ADMINISTRATION OF THE PLAN TO STEWART C. MILLER AND COMPANY, INC., THIRD PARTY ADMINISTRATORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS AVAILABLE TO EACH TRUSTEE PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF TRUSTEES AND PLAN CONFORM WITH ERISA RULES AND REGULATIONS WITH RESPECT TO MONITORING AND ENFORCING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PLAN MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE BOARD OF TRUSTEES AND PLAN CONFORM WITH ERISA RULES AND REGULATIONS RELATING TO THIS MATTER.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine10AA HUBER & SONS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine11ALPHA MECHANICAL SERVICE INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine12B&J MECHANICAL INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine13BARE MECHANICAL INCORPORATED
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine14BENCHMARK MECHANICAL INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine15BMD CONTRACTORS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine16BMW CONSTRUCTORS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine17BOWEN ENGINEERING CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine18CARRIER AIR CONDITIONING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine19CIRCLE R MECHANICAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine110DA DODD INC

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,044,287
Liabilities
$7,649,461
Net assets
$16,394,826
Revenue
$20,759,282
Expenses
$17,248,304
Net income
$3,510,978
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$61.6$31.8$29.7$50.5$50.9$0.40
2024Detailed filing. Detailed filing data is available for this year.$53.9$24.9$28.9$45.4$37.8$7.59
2023Detailed filing. Detailed filing data is available for this year.$38.5$19.3$19.1$35.8$29.1$6.61
2022Detailed filing. Detailed filing data is available for this year.$31.1$18.2$12.9$30.6$27.5$3.19
2021Detailed filing. Detailed filing data is available for this year.$30.2$18.7$11.5$33.3$30.5$2.75
2020Detailed filing. Detailed filing data is available for this year.$27.0$17.9$9.12$29.4$28.9$0.54
2019Detailed filing. Detailed filing data is available for this year.$22.4$14.3$8.05$27.2$26.5$0.68
2018Detailed filing. Detailed filing data is available for this year.$21.7$14.3$7.42$25.2$25.5$0.21
2017Detailed filing. Detailed filing data is available for this year.$21.3$13.5$7.80$22.7$25.9$3.22
2016Detailed filing. Detailed filing data is available for this year.$22.4$12.1$10.3$21.3$25.2$3.92
2015Detailed filing. Detailed filing data is available for this year.$24.1$9.29$14.8$20.3$22.1$1.79
2014Detailed filing. Detailed filing data is available for this year.$24.0$7.65$16.4$20.8$17.2$3.51
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.1$9.09$13.0$21.0
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.9$8.03$13.9$18.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.2$7.15$12.1$17.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.7$7.10$9.61$17.1