Civic Intelligence

Boilermakers' & Blacksmiths' AFL-CIO Lodge No169 Employee Security Fund

990 • Fiscal year 2014 • EIN 38-6105860

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 25, 2014

Organization ProfileWWW.BOILERMAKERSLOCAL169.COM

View Organization Page

30700 Telegraph Road No 2400Troy, MI 48025-4526

(248) 645-6550

Siviq Scores

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

Liabilities / Assets

50th percentile

0.01x

Higher debt load relative to assets than 50% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

49th percentile

0.01x

Higher debt load relative to revenue than 49% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2014

Net Margin

24th percentile

-7.9%

Higher net margin than 24% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2014

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.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2014

Asset Growth

30th percentile

-5.4%

Faster asset growth than 30% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

18th percentile

-15%

Faster revenue growth than 18% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets50th percentile

Assets

Down

$4,941,259

Down $284,453 (-5.4%) from 2013

Net Assets

Down

$4,885,491

Down $313,009 (-6.0%) from 2013

Liabilities

Up

$55,768

Up $28,556 (+105%) from 2013

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin24th percentile

Revenue

Down

$3,963,417

Down $705,320 (-15%) from 2013

Expenses

Up

$4,276,426

Up $1,094,760 (+34%) from 2013

Net Income

Down

-$313,009

Down $1,800,080 (-121%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$10M$5.0M$0Assets 2010: $4,348,753Liabilities 2010: $18,574Net Assets 2010: $4,330,1792010Assets 2011: $4,770,347Liabilities 2011: $29,219Net Assets 2011: $4,741,1282011Assets 2012: $3,737,094Liabilities 2012: $25,665Net Assets 2012: $3,711,4292012Assets 2013: $5,225,712Liabilities 2013: $27,212Net Assets 2013: $5,198,5002013Assets 2014: $4,941,259Liabilities 2014: $55,768Net Assets 2014: $4,885,4912014Assets 2015: $5,414,250Liabilities 2015: $2,598,153Net Assets 2015: $2,816,0972015Assets 2016: $7,469,064Liabilities 2016: $4,165,724Net Assets 2016: $3,303,3402016Assets 2017: $6,201,104Liabilities 2017: $2,911,939Net Assets 2017: $3,289,1652017Assets 2018: $5,716,302Liabilities 2018: $2,534,009Net Assets 2018: $3,182,2932018Assets 2019: $7,471,664Liabilities 2019: $3,699,182Net Assets 2019: $3,772,4822019Assets 2020: $7,520,101Liabilities 2020: $3,470,257Net Assets 2020: $4,049,8442020Assets 2021: $9,707,262Liabilities 2021: $4,663,035Net Assets 2021: $5,044,2272021Assets 2022: $8,422,539Liabilities 2022: $4,014,826Net Assets 2022: $4,407,7132022Assets 2023: $7,221,579Liabilities 2023: $2,982,740Net Assets 2023: $4,238,8392023Assets 2024: $6,902,274Liabilities 2024: $2,818,267Net Assets 2024: $4,084,0072024

Highlighted filing

2014

Assets$4,941,259
Liabilities$55,768
Net Assets$4,885,491
Open 2014 Filing

Operations Trend

Revenue Growth18th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $4,470,1392010Expenses 2011: $3,933,9822011Expenses 2012: $3,975,2442012Revenue 2013: $4,668,737Expenses 2013: $3,181,666Net Income 2013: $1,487,0712013Revenue 2014: $3,963,417Expenses 2014: $4,276,426Net Income 2014: -$313,0092014Revenue 2015: $4,603,950Expenses 2015: $4,647,110Net Income 2015: -$43,1602015Revenue 2016: $7,154,104Expenses 2016: $6,661,825Net Income 2016: $492,2792016Revenue 2017: $5,030,082Expenses 2017: $5,205,256Net Income 2017: -$175,1742017Revenue 2018: $4,598,321Expenses 2018: $4,713,529Net Income 2018: -$115,2082018Revenue 2019: $7,057,977Expenses 2019: $6,485,970Net Income 2019: $572,0072019Revenue 2020: $6,318,642Expenses 2020: $6,150,408Net Income 2020: $168,2342020Revenue 2021: $7,857,820Expenses 2021: $7,334,749Net Income 2021: $523,0712021Revenue 2022: $7,514,719Expenses 2022: $6,940,634Net Income 2022: $574,0852022Revenue 2023: $5,014,141Expenses 2023: $5,541,698Net Income 2023: -$527,5572023Revenue 2024: $4,579,824Expenses 2024: $4,931,872Net Income 2024: -$352,0482024

Highlighted filing

2014

Revenue$3,963,417
Expenses$4,276,426
Net Income-$313,009
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 25, 2014
Return Version
2013v3.0
Gross Receipts
$3,963,417
Mission and Program Overview

Mission

The trust was created to provide benefits to boilermakers pursuant to provisions of the applicable collective bargaining agreement and declaration of trust.

Provide multi-employer labor benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$5,198,500$4,885,491▼ $313,009
Savings and Temporary Cash Investments$4,994,829$4,634,478▼ $360,351
Accounts Receivable$226,738$306,144▲ $79,406
Prepaid Expenses and Deferred Charges$4,145$637▼ $3,508
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$5,225,712$4,941,259▼ $284,453
Liabilities
Accounts Payable and Accrued Expenses$27,212$55,768▲ $28,556
Total Liabilities$27,212$55,768▲ $28,556
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,198,500$4,885,491▼ $313,009
Total Liabilities and Net Assets / Fund Balance$5,225,712$4,941,259▼ $284,453
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Brian WimmerEmplr-trustee
Robert HutsellUnion-trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,913,788
Investment Income
$7,646
Other Revenue
$41,983
Change in Net Assets
$-313,009

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,963,417
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,963,417
Total Revenue per Form 990
$3,963,417
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$139,476
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$4,136,950--$4,136,950
Fees for Services Management-$31,200-$31,200
Fees for Services Legal-$19,817-$19,817
Fees for Services Accounting-$9,100-$9,100
Office Expenses-$4,852-$4,852
Insurance-$4,273-$4,273
Other Expenses-$2,543-$2,543
Total Functional Expenses$4,136,950$139,476$0$4,276,426

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,276,426
Total Expenses per Audited Statements$4,276,426
Total Expenses per Form 990$4,276,426
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
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
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 2

“The relationship between the trustees of the fund is a business relationship. The fund is established and maintained pursuant to the employee retirement income security act of 1974, as amended. The fund, as a taft-hartly fund, is administered by a board of trustees which is composed of an equal number of union and empoyer representatives. Because of this organizational requirement, there is a business relationship between the trustees.”

Form 990, Part VI, Section B, Line 11

“The form 990 is presented and approved at a meeting of the board of trustees, subject to review and approval of the fund's legal counsel.”

Form 990, Part VI, Section C, Line 19

“The fund is established and maintained pursuant to the employee security act of 1974, as amended. It operates in compliance with the reporting and disclosure requirements of subtitle b, part 1 of erisa with respect to disclosure of its governing documents and financial information. It operates in compliance with the fiduciary requirements of subtitle b, part 4 of erisa.”

Filing and Contact Details

Filer

EIN
38-6105860
Phone
2486456550

Signing Officer

Name
B Wimmer R Hutsell
Title
Employer/union Trustees
Phone
2486456550
Signed
2014-11-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
B Wimmer R Hutsell
Formed
1963
Legal Domicile
Mi
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Preparer
Richard a Herbert CPA
Phone
5862644347
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 2C:

“The audit is presented and approved at a meeting of the board of trustees. In addition, the process of selecting an auditor has not changed from the prior year.”

Raw XML Appendix291 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/GoverningBodyVotingMembersCnt02
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03963417
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt04273
IRS990/InsuranceGrp/TotalAmt04273
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IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
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IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE TRUST FUND WAS CREATED TO PROVIDE BENEFITS TO BOILERMAKERS PURUANT TO PROVISIONS OF THE APPLICABLE COLLECTIVE BARGAINING AGREEMENT AND DECLARATION OF TRUST.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05198500
IRS990/NetAssetsOrFundBalancesEOYAmt04885491
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04852
IRS990/OfficeExpensesGrp/TotalAmt04852
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PARTICIPANT LIAISON
IRS990/OtherExpensesGrp/Desc1BANK CHARGES
IRS990/OtherExpensesGrp/Desc2SAR/SPD PREPARATION
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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RELATIONSHIP BETWEEN THE TRUSTEES OF THE FUND IS A BUSINESS RELATIONSHIP. THE FUND IS ESTABLISHED AND MAINTAINED PURSUANT TO THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, AS AMENDED. THE FUND, AS A TAFT-HARTLY FUND, IS ADMINISTERED BY A BOARD OF TRUSTEES WHICH IS COMPOSED OF AN EQUAL NUMBER OF UNION AND EMPOYER REPRESENTATIVES. BECAUSE OF THIS ORGANIZATIONAL REQUIREMENT, THERE IS A BUSINESS RELATIONSHIP BETWEEN THE TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PRESENTED AND APPROVED AT A MEETING OF THE BOARD OF TRUSTEES, SUBJECT TO REVIEW AND APPROVAL OF THE FUND'S LEGAL COUNSEL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FUND IS ESTABLISHED AND MAINTAINED PURSUANT TO THE EMPLOYEE SECURITY ACT OF 1974, AS AMENDED. IT OPERATES IN COMPLIANCE WITH THE REPORTING AND DISCLOSURE REQUIREMENTS OF SUBTITLE B, PART 1 OF ERISA WITH RESPECT TO DISCLOSURE OF ITS GOVERNING DOCUMENTS AND FINANCIAL INFORMATION. IT OPERATES IN COMPLIANCE WITH THE FIDUCIARY REQUIREMENTS OF SUBTITLE B, PART 4 OF ERISA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE AUDIT IS PRESENTED AND APPROVED AT A MEETING OF THE BOARD OF TRUSTEES. IN ADDITION, THE PROCESS OF SELECTING AN AUDITOR HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 2C:
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IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05198500
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IRS990/TotalVolunteersCnt00
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1030700 TELEGRAPH ROAD NO 2400
IRS990/USAddress/City0BINGHAM FARMS
IRS990/USAddress/State0MI
IRS990/USAddress/ZIPCode0480254526
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0WWW.BOILERMAKERSLOCAL169.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0B WIMMER R HUTSELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EMPLOYER/UNION TRUSTEES
ReturnHeader/BusinessOfficerGrp/PhoneNum02486456550
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-25
ReturnHeader/Filer/BusinessName/BusinessNameLine10BOILERMAKERS' & BLACKSMITHS' AFL-CIO
ReturnHeader/Filer/BusinessName/BusinessNameLine20LODGE NO169 EMPLOYEE SECURITY FUND
ReturnHeader/Filer/BusinessNameControlTxt0BOIL
ReturnHeader/Filer/EIN0386105860
ReturnHeader/Filer/PhoneNum02486456550
ReturnHeader/Filer/USAddress/AddressLine1030700 TELEGRAPH ROAD NO 2400
ReturnHeader/Filer/USAddress/City0BINGHAM FARMS
ReturnHeader/Filer/USAddress/State0MI
ReturnHeader/Filer/USAddress/ZIPCode0480254526
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383077920
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10HERBERT & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 80546
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0ROCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0483080546
ReturnHeader/PreparerPersonGrp/PhoneNum05862644347
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD A HERBERT CPA
ReturnHeader/ReturnTs02014-12-02T11:14:12-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,941,259
Liabilities
$55,768
Net assets
$4,885,491
Revenue
$3,963,417
Expenses
$4,276,426
Net income
-$313,009
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.90$2.82$4.08$4.58$4.93$0.35
2023Detailed filing. Detailed filing data is available for this year.$7.22$2.98$4.24$5.01$5.54$0.53
2022Detailed filing. Detailed filing data is available for this year.$8.42$4.01$4.41$7.51$6.94$0.57
2021Detailed filing. Detailed filing data is available for this year.$9.71$4.66$5.04$7.86$7.33$0.52
2020Detailed filing. Detailed filing data is available for this year.$7.52$3.47$4.05$6.32$6.15$0.17
2019Detailed filing. Detailed filing data is available for this year.$7.47$3.70$3.77$7.06$6.49$0.57
2018Detailed filing. Detailed filing data is available for this year.$5.72$2.53$3.18$4.60$4.71$0.12
2017Detailed filing. Detailed filing data is available for this year.$6.20$2.91$3.29$5.03$5.21$0.18
2016Detailed filing. Detailed filing data is available for this year.$7.47$4.17$3.30$7.15$6.66$0.49
2015Summary only. Only limited summary data is available for this year.$5.41$2.60$2.82$4.60$4.65$0.04
2014Detailed filing. Detailed filing data is available for this year.$4.94$0.06$4.89$3.96$4.28$0.31
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.23$0.03$5.20$4.67$3.18$1.49
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.74$0.03$3.71$3.98
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.77$0.03$4.74$3.93
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.35$0.02$4.33$4.47
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)9 • $1M-$5M nonprofits