Civic Intelligence

Plumbers & Pipefitters Local No 633 Health & Welfare

990 • Fiscal year 2017 • EIN 36-4550416

Apr 01, 2016 to Mar 31, 2017 • Filed on Jan 08, 2018

Organization ProfileN/A

View Organization Page

333 West Vine Street Suite 500Lexington, KY 40507

(859) 226-1700

Siviq Scores

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

Liabilities / Assets

94th percentile

0.99x

Higher debt load relative to assets than 94% of similar nonprofits.

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

Liabilities / Revenue

94th percentile

0.60x

Higher debt load relative to revenue than 94% of similar nonprofits.

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

Net Margin

25th percentile

-6.1%

Higher net margin than 25% 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

15th percentile

-15%

Faster asset growth than 15% of similar nonprofits.

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

Revenue Growth

52nd percentile

4.1%

Faster revenue growth than 52% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets94th percentile

Assets

Down

$1,827,852

Down $335,231 (-15%) from 2016

Net Assets

Down

$25,769

Down $182,582 (-88%) from 2016

Liabilities

Down

$1,802,083

Down $152,649 (-7.8%) from 2016

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin25th percentile

Revenue

Up

$2,988,654

Up $116,835 (+4.1%) from 2016

Expenses

Up

$3,171,236

Up $202,532 (+6.8%) from 2016

Net Income

Down

-$182,582

Down $85,697 (-88%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2015: $1,462,376Liabilities 2015: $1,157,140Net Assets 2015: $305,2362015Assets 2016: $2,163,083Liabilities 2016: $1,954,732Net Assets 2016: $208,3512016Assets 2017: $1,827,852Liabilities 2017: $1,802,083Net Assets 2017: $25,7692017Assets 2018: $1,528,030Liabilities 2018: $1,538,763Net Assets 2018: -$10,7332018Assets 2019: $1,994,163Liabilities 2019: $1,650,126Net Assets 2019: $344,0372019Assets 2020: $1,955,653Liabilities 2020: $1,443,138Net Assets 2020: $512,5152020

Highlighted filing

2017

Assets$1,827,852
Liabilities$1,802,083
Net Assets$25,769
Open 2017 Filing

Operations Trend

Revenue Growth52nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2015: $2,038,426Expenses 2015: $2,233,785Net Income 2015: -$195,3592015Revenue 2016: $2,871,819Expenses 2016: $2,968,704Net Income 2016: -$96,8852016Revenue 2017: $2,988,654Expenses 2017: $3,171,236Net Income 2017: -$182,5822017Revenue 2018: $2,885,221Expenses 2018: $2,921,723Net Income 2018: -$36,5022018Revenue 2019: $3,423,001Expenses 2019: $3,068,231Net Income 2019: $354,7702019Revenue 2020: $3,455,918Expenses 2020: $3,287,440Net Income 2020: $168,4782020

Highlighted filing

2017

Revenue$2,988,654
Expenses$3,171,236
Net Income-$182,582
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Jan 8, 2018
Return Version
2016v3.1
Gross Receipts
$4,288,654
Mission and Program Overview

Mission

HEALTH BENEFIT FUND

The provsion of benefits to participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,009,308$1,014,731▲ $5,423
Accounts Receivable$482,794$446,330▼ $36,464
Cash and Non-Interest-Bearing Accounts$668,236$360,009▼ $308,227
Prepaid Expenses and Deferred Charges$2,745$6,782▲ $4,037
Total Assets$2,163,083$1,827,852▼ $335,231
Liabilities
Other Liabilities$1,438,992$1,544,606▲ $105,614
Accounts Payable and Accrued Expenses$515,740$257,477▼ $258,263
Total Liabilities$1,954,732$1,802,083▼ $152,649
Net Assets / Fund Balance
Unrestricted Net Assets$208,351$25,769▼ $182,582
Total Net Assets Fund Balance$208,351$25,769▼ $182,582
Total Liabilities and Net Assets / Fund Balance$2,163,083$1,827,852▼ $335,231
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Joseph Chad MillsChairman
Bradley S ThompsonTrustee
James R Phillips JrTrustee
Mark a WagnerTrustee
Matthew Shawn WestTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Umr Taft-hartley ConsultingAdmin./ppo333 WEST VINE ST 500, Lexington, KY 40507$159,485
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,976,414
Investment Income
$5,268
Other Revenue
$6,972
Change in Net Assets
$-182,582

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,988,654
Total Revenue per Audited Statements
$2,988,654
Total Revenue per Form 990
$2,988,654
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$644,308
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---$2,526,928
Insurance---$412,371
Fees for Services Management---$159,485
Fees for Services Other---$18,378
Fees for Services Accounting---$17,771
Fees for Services Legal---$5,124
Office Expenses---$4,238
All Other Expenses---$2,149
Conferences and Meetings---$1,927
Other Expenses---$1,015
Total Functional Expenses$0$0$0$3,171,236

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,171,236
Total Expenses per Audited Statements$3,171,236
Total Expenses per Form 990$3,171,236
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$1,544,606
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Other officer compensation reviewed
Yes
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, Page 6, Part VI, Line 2

“Plumbers & pipefitters l.u. No. 633 plumbers & pipefitters l.u. No. 633 chairman trustee same local.”

Form 990, Page 6, Part VI, Line 3

“Umr - third party administrator”

Form 990, Page 6, Part VI, Line 7A

“The union trustees are appointed to the board by the united association of plumbers and pipefitters local union no. 633 while the employer trustees are appointed to the broad by the plumbing, heating, piping and air conditioning contractors of owensboro, kentucky.”

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

“The form 990 is reviewed and approved by the entire board of trustees. It is then signed and filed.”

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

“Conflicts of interest are reviewed continually and any issues that arise are handled at regular board meetings.”

Form 990, Page 6, Part VI, Line 15A

“The members of the board of trustees are not compensated in any way. A third party administrator was hired by the board of trustees to manage the fund and was selected, had its qualifications reviewed and compensation determined by competitive comparison by the entire board of trustees.”

Form 990, Page 6, Part VI, Line 15B

“The members of the board of trustees are not compensated in any way. A third party administrator was hired by the board of trustees to manage the fund and was selected, had its qualifications reviewed and compensation determined by competitive comparison by the entire board of trustees.”

Form 990, Page 6, Part VI, Line 19

“Available upon request. All communications include reference to documents being available upon request.”

Filing and Contact Details

Filer

Filer Name
Plumbers & Pipefitters
EIN
36-4550416
Phone
8592261700
Address
333 WEST VINE STREET SUITE 500, LEXINGTON, KY 40507

Signing Officer

Name
Joseph Chad Mills
Title
Chairman
Phone
2706831587
Signed
2018-01-08

Organization Details

Principal Officer
Joseph Chad Mills
Formed
2004
Legal Domicile
Ky
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Daniels Irwin & Aylor
Address
223 MADISON STREET SUITE 112, MADISON, TN 37115-3660
Preparer
Douglas a Irwin
Phone
6158686008
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“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 sustainable upon examination by the irs. Plan management has analyzed the tax positions taken by the plan, and has concluded that as of march 31, 2017, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset). The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

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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/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING 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 SUSTAINABLE UPON EXAMINATION BY THE IRS. PLAN MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF MARCH 31, 2017, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET). THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PLUMBERS & PIPEFITTERS L.U. NO. 633 PLUMBERS & PIPEFITTERS L.U. NO. 633 CHAIRMAN TRUSTEE SAME LOCAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UMR - THIRD PARTY ADMINISTRATOR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE UNION TRUSTEES ARE APPOINTED TO THE BOARD BY THE UNITED ASSOCIATION OF PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 633 WHILE THE EMPLOYER TRUSTEES ARE APPOINTED TO THE BROAD BY THE PLUMBING, HEATING, PIPING AND AIR CONDITIONING CONTRACTORS OF OWENSBORO, KENTUCKY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 IS REVIEWED AND APPROVED BY THE ENTIRE BOARD OF TRUSTEES. IT IS THEN SIGNED AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONFLICTS OF INTEREST ARE REVIEWED CONTINUALLY AND ANY ISSUES THAT ARISE ARE HANDLED AT REGULAR BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE MEMBERS OF THE BOARD OF TRUSTEES ARE NOT COMPENSATED IN ANY WAY. A THIRD PARTY ADMINISTRATOR WAS HIRED BY THE BOARD OF TRUSTEES TO MANAGE THE FUND AND WAS SELECTED, HAD ITS QUALIFICATIONS REVIEWED AND COMPENSATION DETERMINED BY COMPETITIVE COMPARISON BY THE ENTIRE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE MEMBERS OF THE BOARD OF TRUSTEES ARE NOT COMPENSATED IN ANY WAY. A THIRD PARTY ADMINISTRATOR WAS HIRED BY THE BOARD OF TRUSTEES TO MANAGE THE FUND AND WAS SELECTED, HAD ITS QUALIFICATIONS REVIEWED AND COMPENSATION DETERMINED BY COMPETITIVE COMPARISON BY THE ENTIRE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7AVAILABLE UPON REQUEST. ALL COMMUNICATIONS INCLUDE REFERENCE TO DOCUMENTS BEING AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 3
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02018-03-14 21:41:22Z
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ReturnHeader/ReturnTs02018-01-16T20:16:54-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,827,852
Liabilities
$1,802,083
Net assets
$25,769
Revenue
$2,988,654
Expenses
$3,171,236
Net income
-$182,582
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$1.96$1.44$0.51$3.46$3.29$0.17
2019Detailed filing. Detailed filing data is available for this year.$1.99$1.65$0.34$3.42$3.07$0.35
2018Detailed filing. Detailed filing data is available for this year.$1.53$1.54$0.01$2.89$2.92$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.83$1.80$0.03$2.99$3.17$0.18
2016Detailed filing. Detailed filing data is available for this year.$2.16$1.95$0.21$2.87$2.97$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.46$1.16$0.31$2.04$2.23$0.20