Civic Intelligence

Pipe Fitters' Welfare Fund Local 597

990 • Fiscal year 2013 • EIN 36-2141703

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 14, 2014

Organization ProfileWWW.PF597.ORG

View Organization Page

45 North Ogden Avenue60607

(312) 633-0597

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

Higher debt load relative to assets than 43% of similar nonprofits.

2013 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2013

Liabilities / Revenue

39th percentile

0.01x

Higher debt load relative to revenue than 39% of similar nonprofits.

2013 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2013

Net Margin

63rd percentile

12%

Higher net margin than 63% of similar nonprofits.

2013 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2013

Top Officer Pay

37th percentile

$389,885

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2013 filings • $250M-$1B nonprofits • Source year 2013

Asset Growth

91st percentile

26%

Faster asset growth than 91% of similar nonprofits.

2013 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$314,286,659

Up $65,142,187 (+26%) from 2012

Net Assets

Up

$312,783,578

Up $68,532,984 (+28%) from 2012

Liabilities

Down

$1,503,081

Down $3,390,797 (-69%) from 2012

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin63rd percentile

Revenue

$132,520,660

No earlier filing loaded for comparison.

Expenses

Up

$116,193,839

Up $6,415,843 (+5.8%) from 2012

Net Income

$16,326,821

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$400M$300M$200M$100M$0Assets 2010: $201,341,585Liabilities 2010: $1,274,779Net Assets 2010: $200,066,8062010Assets 2011: $226,185,346Liabilities 2011: $5,777,125Net Assets 2011: $220,408,2212011Assets 2012: $249,144,472Liabilities 2012: $4,893,878Net Assets 2012: $244,250,5942012Assets 2013: $314,286,659Liabilities 2013: $1,503,081Net Assets 2013: $312,783,5782013Assets 2014: $317,308,731Liabilities 2014: $3,357,505Net Assets 2014: $313,951,2262014Assets 2015: $311,640,217Liabilities 2015: $3,569,711Net Assets 2015: $308,070,5062015Assets 2016: $315,518,841Liabilities 2016: $1,769,992Net Assets 2016: $313,748,8492016Assets 2017: $330,756,913Liabilities 2017: $2,238,845Net Assets 2017: $328,518,0682017Assets 2018: $316,098,895Liabilities 2018: $1,615,319Net Assets 2018: $314,483,5762018Assets 2019: $334,355,061Liabilities 2019: $1,602,741Net Assets 2019: $332,752,3202019Assets 2020: $342,652,079Liabilities 2020: $3,943,596Net Assets 2020: $338,708,4832020Assets 2021: $345,233,277Liabilities 2021: $2,502,698Net Assets 2021: $342,730,5792021Assets 2022: $293,603,988Liabilities 2022: $1,817,932Net Assets 2022: $291,786,0562022Assets 2023: $320,491,936Liabilities 2023: $1,676,636Net Assets 2023: $318,815,3002023Assets 2024: $342,062,576Liabilities 2024: $2,089,569Net Assets 2024: $339,973,0072024

Highlighted filing

2013

Assets$314,286,659
Liabilities$1,503,081
Net Assets$312,783,578
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200M$100M$0-$100MExpenses 2010: $92,371,1452010Expenses 2011: $100,321,8892011Expenses 2012: $109,777,9962012Revenue 2013: $132,520,660Expenses 2013: $116,193,839Net Income 2013: $16,326,8212013Revenue 2014: $131,689,682Expenses 2014: $138,339,325Net Income 2014: -$6,649,6432014Revenue 2015: $135,914,692Expenses 2015: $137,696,537Net Income 2015: -$1,781,8452015Revenue 2016: $131,220,195Expenses 2016: $142,616,472Net Income 2016: -$11,396,2772016Revenue 2017: $146,920,212Expenses 2017: $148,099,348Net Income 2017: -$1,179,1362017Revenue 2018: $153,047,788Expenses 2018: $153,016,262Net Income 2018: $31,5262018Revenue 2019: $158,144,771Expenses 2019: $166,305,945Net Income 2019: -$8,161,1742019Revenue 2020: $154,412,545Expenses 2020: $163,798,749Net Income 2020: -$9,386,2042020Revenue 2021: $170,883,108Expenses 2021: $174,759,319Net Income 2021: -$3,876,2112021Revenue 2022: $167,682,021Expenses 2022: $180,488,844Net Income 2022: -$12,806,8232022Revenue 2023: $169,209,536Expenses 2023: $168,379,051Net Income 2023: $830,4852023Revenue 2024: $195,778,777Expenses 2024: $189,996,414Net Income 2024: $5,782,3632024

Highlighted filing

2013

Revenue$132,520,660
Expenses$116,193,839
Net Income$16,326,821
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 14, 2014
Return Version
2013v3.0
Gross Receipts
$694,478,800
Mission and Program Overview

Mission

To provide health benefits to the eligible participants and dependents of pipe fitters' welfare fund, local 597.

To provide health benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$244,250,594$312,783,578▲ $68,532,984
Investments in Publicly Traded Securities$141,517,713$183,096,131▲ $41,578,418
Investments Other Securities$83,999,551$95,184,753▲ $11,185,202
Savings and Temporary Cash Investments$9,272,480$17,600,981▲ $8,328,501
Accounts Receivable$12,543,587$10,644,179▼ $1,899,408
Cash and Non-Interest-Bearing Accounts$-795,028$493,923▲ $1,288,951
Land, Buildings, and Equipment, Net$112,802$88,867▼ $23,935
Prepaid Expenses and Deferred Charges$15,275$66,732▲ $51,457
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$249,144,472$314,286,659▲ $65,142,187
Other Assets Total$2,478,092$7,111,093▲ $4,633,001
Liabilities
Other Liabilities$243,368$1,291,091▲ $1,047,723
Accounts Payable and Accrued Expenses$4,650,510$211,990▼ $4,438,520
Total Liabilities$4,893,878$1,503,081▼ $3,390,797
Net Assets / Fund Balance
Total Net Assets Fund Balance$244,250,594$312,783,578▲ $68,532,984
Total Liabilities and Net Assets / Fund Balance$249,144,472$314,286,659▲ $65,142,187

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$21,726$761,400$783,126
Leasehold Improvements$6,908$219,449$226,357
Other Land Buildings$60,233$20,411$80,644
Other Securities$95,184,753--
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Peter DriscollAdministrator - PastPT$264,911$68,700$333,611
Joseph BarrettAdministrator - NewPT$158,419$67,465$225,884
Michael MaloneyTrusteePT$162,737$61,327$224,064

Board Members and Trustees

NameTitle
Gregory KrohTrustee
James BuchananTrustee
John CurranTrustee
Kevin MorrisseyTrustee
Marc PittasTrustee
Stephen LambTrustee
Thomas KotelTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue Shield Of IllinoisPpo Access Provider-$2,796,074
Express ScriptsDrug Claim Processing-$761,670
National Investment ServicesInvestment Management-$284,406
Johnson & Krol LLCLegal-$246,698
Hines & AssociatesCase Management-$184,923
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$119,914,371
Investment Income
$12,530,786
Other Revenue
$75,503
Change in Net Assets
$16,326,821

Audited Revenue Reconciliation

Revenue per Audited Statements
$132,187,071
Revenue Not Reported on Financial Statements
$333,589
Revenue Not Reported on Form 990
$13,534,669
Total Revenue per Audited Statements
$145,721,740
Total Revenue per Form 990
$132,520,660
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,591,860
Salaries, Compensation, and Employee Benefits$1,298,717
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$113,303,262
Other Salaries and Wages---$698,453
Office Expenses---$353,150
Fees for Service Investment Mgmnt Fees---$333,589
Fees for Services Legal---$295,730
Current Officers, Directors, Trustees, and Key Employees---$262,317
Fees for Services Accounting---$138,649
Other Employee Benefits---$136,213
Fees for Services Other---$110,507
Payroll Taxes---$110,203
Information Technology---$102,079
Pension Plan Contributions---$91,531
Occupancy---$76,071
Insurance---$63,234
Depreciation Depletion---$26,864
Other Expenses---$11,093
Conferences and Meetings---$9,433
Travel---$8,075
Total Functional Expenses$0$0$0$116,193,839

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$116,193,839
Expenses per Audited Statements$115,860,250
Total Expenses per Audited Statements$115,860,250
Expenses Not Reported on Financial Statements$333,589
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
Reciprocal Contributions Payable$1,029,126
Due to Broker$157,655
Due to Pipe Fitters Retirement Fund, Local 597$68,082
Due to Other Funds - Net$23,734
Due to Northern Illinois Pension Fund$12,494
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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
Yes
Conflict-of-interest policy
No
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

“The organization has no committees to which it has delegated the authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11

“The form 990 is prepared by an independent accounting firm and provided to the administrator of the plan. The administrator has been given the authority by the board of trustees to review the form 990 prior to filing with the internal revenue service. Subsequently a copy of the form is provided to the board.”

Form 990, Part VI, Section B, Line 15B

“Salaries are reviewed annually and approved by the board of trustees.”

Form 990, Part VI, Section C, Line 19

“The governing documents and financial statements are available upon request at the office of the fund.”

FORM 990, PART VII, SECTION A, LINE 1A:

“The administrator and one trustee also provide services to other funds affiliated with the reporting organization. The reporting organization is reimbursed by the affiliated funds for their share of these salaries and related expenses. The average hours reported on line 1a is the weekly hours dedicated to the reporting organization. The total compensation reported on line 1a is the total compensation paid to these individuals by the reporting organization and reported on form w-2 prepared by the reporting organization.”

Filing and Contact Details

Filer

EIN
36-2141703
Phone
3126330597

Signing Officer

Name
Kevin Morrissey
Title
Trustee
Phone
3126330597
Signed
2014-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin Morrissey
Formed
1949
Legal Domicile
Il
Voting Board Members
8
Independent Board Members
4
Employees
175
Volunteers
0

Preparer

Preparer
Victor Ancich
Phone
3123680500
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Transfer of net assets due to merger 38,671,494.”

Financial Statement Notes

PART X, LINE 2:

“The plan files form 990, return of organization exempt from income tax, and form 5500, annual return/report of employee benefit plan. The plan's returns are subject to examination by the internal revenue service until the applicable statute of limitation expires.”

Raw XML AppendixShowing 400 of 1,805 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/PYSalariesCompEmpBnftPaidAmt01281320
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO BROKER
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO OTHER FUNDS - NET
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3DUE TO NORTHERN ILLINOIS PENSION FUND
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, AND FORM 5500, ANNUAL RETURN/REPORT OF EMPLOYEE BENEFIT PLAN. THE PLAN'S RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE UNTIL THE APPLICABLE STATUTE OF LIMITATION EXPIRES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt40

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$314,286,659
Liabilities
$1,503,081
Net assets
$312,783,578
Revenue
$132,520,660
Expenses
$116,193,839
Net income
$16,326,821
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$342$2.09$340$196$190$5.78
2023Detailed filing. Detailed filing data is available for this year.$320$1.68$319$169$168$0.83
2022Detailed filing. Detailed filing data is available for this year.$294$1.82$292$168$180$12.8
2021Detailed filing. Detailed filing data is available for this year.$345$2.50$343$171$175$3.88
2020Detailed filing. Detailed filing data is available for this year.$343$3.94$339$154$164$9.39
2019Detailed filing. Detailed filing data is available for this year.$334$1.60$333$158$166$8.16
2018Detailed filing. Detailed filing data is available for this year.$316$1.62$314$153$153$0.03
2017Detailed filing. Detailed filing data is available for this year.$331$2.24$329$147$148$1.18
2016Detailed filing. Detailed filing data is available for this year.$316$1.77$314$131$143$11.4
2015Detailed filing. Detailed filing data is available for this year.$312$3.57$308$136$138$1.78
2014Detailed filing. Detailed filing data is available for this year.$317$3.36$314$132$138$6.65
2013Detailed filing. Detailed filing data is available for this year.$314$1.50$313$133$116$16.3
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$249$4.89$244$110
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$226$5.78$220$100
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$201$1.27$200$92.4