Civic Intelligence

Iron Workers Local Union No 22 Retiree Insurance Trust Fund

990 • Fiscal year 2017 • EIN 35-2049855

Jun 01, 2016 to May 31, 2017 • Filed on Jan 26, 2018

Organization ProfileN/A

View Organization Page

5600 Dividend Road Suite AIndianapolis, IN 46241

(317) 243-8222

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

39th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Net Margin

62nd percentile

6.9%

Higher net margin than 62% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Asset Growth

49th percentile

4.9%

Faster asset growth than 49% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

90th percentile

47%

Faster revenue growth than 90% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$1,446,366

Up $67,622 (+4.9%) from 2016

Net Assets

Up

$1,446,366

Up $67,622 (+4.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin62nd percentile

Revenue

Up

$501,435

Up $160,915 (+47%) from 2016

Expenses

Down

$466,841

Down $27,840 (-5.6%) from 2016

Net Income

Up

$34,594

Up $188,755 (+122%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,309,246Liabilities 2011: $0Net Assets 2011: $1,309,2462011Assets 2012: $1,299,064Liabilities 2012: $0Net Assets 2012: $1,299,0642012Assets 2013: $1,364,456Liabilities 2013: $0Net Assets 2013: $1,364,4562013Assets 2014: $1,491,649Liabilities 2014: $0Net Assets 2014: $1,491,6492014Assets 2016: $1,378,744Liabilities 2016: $0Net Assets 2016: $1,378,7442016Assets 2017: $1,446,366Liabilities 2017: $0Net Assets 2017: $1,446,3662017Assets 2018: $1,518,930Liabilities 2018: $35,632Net Assets 2018: $1,483,2982018Assets 2019: $1,465,006Liabilities 2019: $0Net Assets 2019: $1,465,0062019Assets 2020: $1,594,944Liabilities 2020: $0Net Assets 2020: $1,594,9442020Assets 2021: $2,006,726Liabilities 2021: $0Net Assets 2021: $2,006,7262021Assets 2022: $2,061,787Liabilities 2022: $0Net Assets 2022: $2,061,7872022Assets 2025: $2,690,449Liabilities 2025: $0Net Assets 2025: $2,690,4492025

Highlighted filing

2017

Assets$1,446,366
Liabilities$0
Net Assets$1,446,366
Open 2017 Filing

Operations Trend

Revenue Growth90th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $410,8192011Expenses 2012: $425,9252012Expenses 2013: $428,1452013Revenue 2014: $527,704Expenses 2014: $444,380Net Income 2014: $83,3242014Revenue 2016: $340,520Expenses 2016: $494,681Net Income 2016: -$154,1612016Revenue 2017: $501,435Expenses 2017: $466,841Net Income 2017: $34,5942017Revenue 2018: $458,743Expenses 2018: $458,992Net Income 2018: -$2492018Revenue 2019: $442,296Expenses 2019: $482,140Net Income 2019: -$39,8442019Revenue 2020: $563,789Expenses 2020: $449,735Net Income 2020: $114,0542020Revenue 2021: $522,595Expenses 2021: $449,020Net Income 2021: $73,5752021Revenue 2022: $768,565Expenses 2022: $449,537Net Income 2022: $319,0282022Revenue 2025: $1,267,115Expenses 2025: $773,126Net Income 2025: $493,9892025

Highlighted filing

2017

Revenue$501,435
Expenses$466,841
Net Income$34,594
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Jan 26, 2018
Return Version
2016v3.0
Gross Receipts
$1,510,921
Mission and Program Overview

Mission

To provide premium supplement for group medical insurance for retired union members and/or spouses.

To provide premium supplement for group medical insurance for retired union members of iron workers local union no. 22

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,378,744$1,446,366▲ $67,622
Investments in Publicly Traded Securities$1,144,033$1,262,230▲ $118,197
Cash and Non-Interest-Bearing Accounts$89,274$85,360▼ $3,914
Savings and Temporary Cash Investments$111,295$66,240▼ $45,055
Accounts Receivable$34,142$32,536▼ $1,606
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,378,744$1,446,366▲ $67,622
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,378,744$1,446,366▲ $67,622
Total Liabilities and Net Assets / Fund Balance$1,378,744$1,446,366▲ $67,622
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Richard CrumTrustee
Scott BullerdickTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$450,365
Program Service Revenue
$0
Investment Income
$51,070
Other Revenue
$0
All Other Contributions
$450,365
Change in Net Assets
$34,594

Audited Revenue Reconciliation

Revenue per Audited Statements
$501,435
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$33,028
Total Revenue per Audited Statements
$534,463
Total Revenue per Form 990
$501,435
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$27,289
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---$439,552
Fees for Services Accounting---$12,075
Other Expenses---$10,956
Insurance---$3,160
All Other Expenses---$995
Office Expenses---$103
Total Functional Expenses$0$0$0$466,841

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$466,841
Total Expenses per Audited Statements$466,841
Total Expenses per Form 990$466,841
Expenses Not Reported on Financial Statements$0
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
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
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“There are no committees with authority to act on behalf of the governing body.”

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

“A draft of the 990 was reviewed and approved by the trustees prior to filing.”

Form 990, Part VI, Section C, Line 19

“All organizational documents are available for review upon request at 5600 dividend road, suite a.”

Filing and Contact Details

Filer

Filer Name
Iron Workers Local Union No 22
EIN
35-2049855
Phone
3172438222
Address
5600 DIVIDEND ROAD SUITE A, INDIANAPOLIS, IN 46241

Signing Officer

Name
Richard Crum
Title
Trustee
Phone
3172438222
Signed
2018-01-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Crum
Formed
1998
Legal Domicile
In
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
Sherck Hussey Johnson & Mcnaughton LLC
Address
1402 N CAPITOL AVE SUITE 150, INDIANAPOLIS, IN 46202-2316
Preparer
Shawn Antell CPA
Phone
3172360888
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The board of trustees assumes responsibility for oversight of the audit of its financial statements and the selection of independent accountants.”

Financial Statement Notes

PART X, LINE 2:

“The financial accounting standards board (fasb) has issued an interpretation on accounting for uncertainty in income taxes. This interpretation addresses the accounting for uncertainties in income taxes recognized in an entity's financial statements and prescribes a threshold of more-likely-than-not for recognition and de-recognition of tax positions taken or expected to be taken in a tax return. The determination of tax exempt status is considered to be a tax position taken with respect to the provisions of the interpretation. The organization's policy is to evaluate the likelihood that its uncertain tax positions will prevail upon examination based on the extent to which those positions have substantial support within the internal revenue code and regulations, revenue rulings, court decisions and other evidence. It is the opinion of management that the organization has no uncertain tax positions. The organization would recognize interest and penalties related to unrecognized tax benefits in interest expense should they occur. There were no interest or penalties related to income taxes in 2017 or 2016. With few exceptions, the organization is no longer subject to examinations by federal or state tax authorities for years before 2014.”

Raw XML Appendix276 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/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01026604
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IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InsuranceGrp/TotalAmt03160
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt033028
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IRS990/NondeductibleContributionsInd00
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) HAS ISSUED AN INTERPRETATION ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THIS INTERPRETATION ADDRESSES THE ACCOUNTING FOR UNCERTAINTIES IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBES A THRESHOLD OF MORE-LIKELY-THAN-NOT FOR RECOGNITION AND DE-RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE DETERMINATION OF TAX EXEMPT STATUS IS CONSIDERED TO BE A TAX POSITION TAKEN WITH RESPECT TO THE PROVISIONS OF THE INTERPRETATION. THE ORGANIZATION'S POLICY IS TO EVALUATE THE LIKELIHOOD THAT ITS UNCERTAIN TAX POSITIONS WILL PREVAIL UPON EXAMINATION BASED ON THE EXTENT TO WHICH THOSE POSITIONS HAVE SUBSTANTIAL SUPPORT WITHIN THE INTERNAL REVENUE CODE AND REGULATIONS, REVENUE RULINGS, COURT DECISIONS AND OTHER EVIDENCE. IT IS THE OPINION OF MANAGEMENT THAT THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS. THE ORGANIZATION WOULD RECOGNIZE INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE SHOULD THEY OCCUR. THERE WERE NO INTEREST OR PENALTIES RELATED TO INCOME TAXES IN 2017 OR 2016. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATIONS BY FEDERAL OR STATE TAX AUTHORITIES FOR YEARS BEFORE 2014.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT OF THE 990 WAS REVIEWED AND APPROVED BY THE TRUSTEES PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL ORGANIZATIONAL DOCUMENTS ARE AVAILABLE FOR REVIEW UPON REQUEST AT 5600 DIVIDEND ROAD, SUITE A.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF INDEPENDENT ACCOUNTANTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
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ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IRON WORKERS LOCAL UNION NO 22
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0RETIREE INSURANCE TRUST FUND
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ReturnHeader/FilingSecurityInformation/IPDt02018-01-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm013:43:46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351140303
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHERCK HUSSEY JOHNSON & MCNAUGHTON LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01402 N CAPITOL AVE SUITE 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0462022316
ReturnHeader/PreparerPersonGrp/PhoneNum03172360888
ReturnHeader/PreparerPersonGrp/PreparationDt02018-01-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHAWN ANTELL CPA
ReturnHeader/ReturnTs02018-01-30T10:45:50-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,446,366
Liabilities
$0
Net assets
$1,446,366
Revenue
$501,435
Expenses
$466,841
Net income
$34,594
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.69$0.00$2.69$1.27$0.77$0.49
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.00$2.06$0.77$0.45$0.32
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.01$0.00$2.01$0.52$0.45$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.00$1.59$0.56$0.45$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.00$1.47$0.44$0.48$0.04
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$0.04$1.48$0.46$0.46$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.50$0.47$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.34$0.49$0.15
2014Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.53$0.44$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.36$0.00$1.36$0.43
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.00$1.30$0.43
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.31$0.00$1.31$0.41