Civic Intelligence

Iron Workers Local Union No 22 Retiree Insurance Trust Fund

990 • Fiscal year 2019 • EIN 35-2049855

Jun 01, 2018 to May 31, 2019 • Filed on Feb 11, 2020

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

41st percentile

0.00x

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

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

42nd percentile

0.00x

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

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Net Margin

22nd percentile

-9.0%

Higher net margin than 22% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Asset Growth

28th percentile

-3.6%

Faster asset growth than 28% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

31st percentile

-3.6%

Faster revenue growth than 31% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets41st percentile

Assets

Down

$1,465,006

Down $53,924 (-3.6%) from 2018

Net Assets

Down

$1,465,006

Down $18,292 (-1.2%) from 2018

Liabilities

Down

$0

Down $35,632 (-100%) from 2018

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin22nd percentile

Revenue

Down

$442,296

Down $16,447 (-3.6%) from 2018

Expenses

Up

$482,140

Up $23,148 (+5.0%) from 2018

Net Income

Down

-$39,844

Down $39,595 (-15902%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth28th 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 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

2019

Assets$1,465,006
Liabilities$0
Net Assets$1,465,006
Open 2019 Filing

Operations Trend

Revenue Growth31st 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 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

2019

Revenue$442,296
Expenses$482,140
Net Income-$39,844
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Feb 11, 2020
Return Version
2018v3.1
Gross Receipts
$1,020,181
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$1,483,298$1,465,006▼ $18,292
Investments in Publicly Traded Securities$1,363,279$1,294,995▼ $68,284
Cash and Non-Interest-Bearing Accounts$93,725$149,095▲ $55,370
Accounts Receivable$36,215$0▼ $36,215
Savings and Temporary Cash Investments$25,711$20,916▼ $4,795
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,518,930$1,465,006▼ $53,924
Liabilities
Accounts Payable and Accrued Expenses$35,632$0▼ $35,632
Total Liabilities$35,632$0▼ $35,632
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,483,298$1,465,006▼ $18,292
Total Liabilities and Net Assets / Fund Balance$1,518,930$1,465,006▼ $53,924
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Richard CrumTrustee
Scott BullerdickTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$425,294
Program Service Revenue
$0
Investment Income
$17,002
Other Revenue
$0
All Other Contributions
$425,294
Change in Net Assets
$-39,844

Audited Revenue Reconciliation

Revenue per Audited Statements
$430,079
Revenue Not Reported on Financial Statements
$12,217
Revenue Not Reported on Form 990
$22,136
Total Revenue per Audited Statements
$452,215
Total Revenue per Form 990
$442,296
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$27,900
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---$454,240
Fees for Services Accounting---$14,335
Other Expenses---$12,217
All Other Expenses---$1,050
Fees for Services Legal---$188
Office Expenses---$110
Total Functional Expenses$0$0$0$482,140

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$482,140
Expenses per Audited Statements$469,923
Total Expenses per Audited Statements$469,923
Expenses Not Reported on Financial Statements$12,217
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
2020-02-11
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 XI, LINE 9:

“Transition from accrual basis of accounting to modified cash basis (adjustment between receivables and payables) -586.”

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 2019 or 2018. With few exceptions, the organization is no longer subject to examinations by federal or state tax authorities for years before 2016.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“ROUNDING -2.”

Raw XML Appendix288 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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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0555081
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IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetUnrlzdGainsLossesInvstAmt022138
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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 2019 OR 2018. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATIONS BY FEDERAL OR STATE TAX AUTHORITIES FOR YEARS BEFORE 2016.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ROUNDING -2.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
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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/ExplanationTxt3TRANSITION FROM ACCRUAL BASIS OF ACCOUNTING TO MODIFIED CASH BASIS (ADJUSTMENT BETWEEN RECEIVABLES AND PAYABLES) -586.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE 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 XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03172438222
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IRON WORKERS LOCAL UNION NO 22
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0RETIREE INSURANCE TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0IRON
ReturnHeader/Filer/EIN0352049855
ReturnHeader/Filer/PhoneNum03172438222
ReturnHeader/Filer/USAddress/AddressLine1Txt05600 DIVIDEND ROAD SUITE A
ReturnHeader/Filer/USAddress/CityNm0INDIANAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046241
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00915AEC02C5FBF60026B489AC145E9C9ADBD48B2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CE8552E02E7F73053E18853319C3413D28F22867
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt097.78.83.250
ReturnHeader/FilingSecurityInformation/IPDt02020-02-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm011:35:35
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/PreparationDt02020-02-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHAWN ANTELL CPA
ReturnHeader/ReturnTs02020-02-13T07:09:10-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-06-01
ReturnHeader/TaxPeriodEndDt02019-05-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,465,006
Liabilities
$0
Net assets
$1,465,006
Revenue
$442,296
Expenses
$482,140
Net income
-$39,844
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
2019Detailed filing. Detailed filing data is available for this year.$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
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