Civic Intelligence

Plumbers Local 75 Health Fund

990 • Fiscal year 2011 • EIN 39-6045202

Jan 01, 2011 to Dec 31, 2011 • Filed on Sep 04, 2012

Organization ProfileN/A

View Organization Page

11175 West Parkland Ave53224-3135
Siviq Scores

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

Liabilities / Assets

49th percentile

0.03x

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

2011 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

52nd percentile

3.9%

Faster asset growth than 52% of similar nonprofits.

2011 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$16,034,837

Up $594,667 (+3.9%) from 2010

Net Assets

Up

$15,536,185

Up $675,936 (+4.5%) from 2010

Liabilities

Down

$498,652

Down $81,269 (-14%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$10,555,728

Down $171,865 (-1.6%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$40M$30M$20M$10M$0Assets 2010: $15,440,170Liabilities 2010: $579,921Net Assets 2010: $14,860,2492010Assets 2011: $16,034,837Liabilities 2011: $498,652Net Assets 2011: $15,536,1852011Assets 2012: $16,164,234Liabilities 2012: $1,059,840Net Assets 2012: $15,104,3942012Assets 2013: $15,633,509Liabilities 2013: $1,045,334Net Assets 2013: $14,588,1752013Assets 2014: $14,985,579Liabilities 2014: $1,099,008Net Assets 2014: $13,886,5712014Assets 2015: $13,710,387Liabilities 2015: $917,024Net Assets 2015: $12,793,3632015Assets 2016: $11,697,386Liabilities 2016: $1,416,368Net Assets 2016: $10,281,0182016Assets 2017: $12,148,063Liabilities 2017: $1,501,114Net Assets 2017: $10,646,9492017Assets 2018: $13,699,291Liabilities 2018: $1,886,891Net Assets 2018: $11,812,4002018Assets 2019: $16,761,863Liabilities 2019: $1,489,424Net Assets 2019: $15,272,4392019Assets 2020: $20,368,389Liabilities 2020: $1,843,055Net Assets 2020: $18,525,3342020Assets 2021: $20,762,705Liabilities 2021: $1,437,020Net Assets 2021: $19,325,6852021Assets 2022: $21,079,206Liabilities 2022: $1,160,456Net Assets 2022: $19,918,7502022Assets 2023: $26,281,177Liabilities 2023: $1,636,738Net Assets 2023: $24,644,4392023Assets 2024: $30,256,267Liabilities 2024: $1,624,666Net Assets 2024: $28,631,6012024

Highlighted filing

2011

Assets$16,034,837
Liabilities$498,652
Net Assets$15,536,185
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20M$10M$0-$10MExpenses 2010: $10,727,5932010Expenses 2011: $10,555,7282011Expenses 2012: $10,938,4792012Revenue 2013: $10,251,696Expenses 2013: $10,711,825Net Income 2013: -$460,1292013Revenue 2014: $11,062,429Expenses 2014: $11,532,891Net Income 2014: -$470,4622014Revenue 2015: $10,731,178Expenses 2015: $11,462,010Net Income 2015: -$730,8322015Revenue 2016: $11,926,171Expenses 2016: $14,796,554Net Income 2016: -$2,870,3832016Revenue 2017: $12,681,655Expenses 2017: $12,836,822Net Income 2017: -$155,1672017Revenue 2018: $14,116,419Expenses 2018: $12,861,282Net Income 2018: $1,255,1372018Revenue 2019: $14,826,804Expenses 2019: $12,551,426Net Income 2019: $2,275,3782019Revenue 2020: $14,763,842Expenses 2020: $12,625,385Net Income 2020: $2,138,4572020Revenue 2021: $14,906,912Expenses 2021: $14,769,404Net Income 2021: $137,5082021Revenue 2022: $15,678,456Expenses 2022: $13,106,166Net Income 2022: $2,572,2902022Revenue 2023: $17,160,113Expenses 2023: $13,892,049Net Income 2023: $3,268,0642023Revenue 2024: $18,024,326Expenses 2024: $15,527,773Net Income 2024: $2,496,5532024

Highlighted filing

2011

Revenue-
Expenses$10,555,728
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Sep 4, 2012
Return Version
2011v1.2
Gross Receipts
$16,117,208
Mission and Program Overview

Mission

NONE

Filing and Contact Details

Filer

EIN
39-6045202
Raw XML AppendixShowing 400 of 422 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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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE FUND MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2011, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FUND MANAGEMENT BELIEVES THE FUND IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2008.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1DECREASE IN CURRENT YEAR CLAIMS PAYABLE -100,000.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation2DECREASE IN CURRENT YEAR CLAIMS PAYABLE
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1PART XI, LINE 8 - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier2PART XIII, LINE 4B - OTHER ADJUSTMENTS:
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IRS990ScheduleO/GeneralExplanation/Explanation0THE FUND'S MEMBERSHIP IS COMPRISED OF EMPLOYEES IN THE PLUMBING TRADE AND RELATED OCCUPATIONS.
IRS990ScheduleO/GeneralExplanation/Explanation1THE PMC APPOINTS EMPLOYER REPRESENTATIVES, THE PLUMBERS LOCAL 75 APPOINTS LABOR REPRSENTATIVES.
IRS990ScheduleO/GeneralExplanation/Explanation2DECISIONS FOR THE FUND ARE MADE BY THE BOARD OF TRUSTEES CONSISTING OF LABOR AND EMPLOYER REPRESENTATIVES, EACH HAVING EQUAL VOTING POWER.
IRS990ScheduleO/GeneralExplanation/Explanation3THE FORM 990 IS PROVIDED TO THE FUND'S RECORDKEEPER. THEY REVIEW IT AND APPROVE IT, THEN PRESENT THE FORM 990 TO THE BOARD OF TRUSTEES FOR REVIEW AND FILING APPROVAL.
IRS990ScheduleO/GeneralExplanation/Explanation4AFTER DISCLOSURE OF THE PERSONAL INTEREST AND ALL RELEVANT FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PARTY, HE/SHE WILL LEAVE THE BOARD MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING TRUSTEES OF THE BOARD WILL DECIDE IF A CONFLICT OF INTEREST EXISTS.
IRS990ScheduleO/GeneralExplanation/Explanation5THEY ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation6JOHN BRENNAN, III - 2101 WEST ST. PAUL , MILWAUKEE, WI 53233. CHRIS HORNER - 379 FOREST GROVE DRIVE, PEWAUKEE, WI 53072-3700. VINCE GALLO - 7751 S. 76TH STREET, FRANKLIN, WI 53132. SCOTT REDMAN - 11175 WEST PARKLAND AVE, MILWAUKEE, WI 53224-3135. MICHAEL HOUSE - 11175 WEST PARKLAND AVE, MILWAUKEE, WI 53224-3135. STEVE BREITLOW - 11175 WEST PARKLAND AVE, MILWAUKEE, WI 53224-3135.
IRS990ScheduleO/GeneralExplanation/Explanation7FORM 990, PART XIII, LINE 2C: THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, THE FUND'S FINANCIAL STATEMENTS, AND FOR THE SELECTION OF AN INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
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IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION A, LINE 7B
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IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference6FORM 990, PART VII
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IRS990/TermOrPermanentEndowments00
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine1011175 WEST PARKLAND AVENUE
IRS990/TheBooksAreInCareOf/AddressUS/City0MILWAUKEE
IRS990/TheBooksAreInCareOf/AddressUS/State0WI
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IRS990/YearFormation01955
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0396045202
ReturnHeader/Filer/Name/BusinessNameLine10PLUMBERS LOCAL 75 HEALTH FUND
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Document Assets

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Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$16,034,837
Liabilities
$498,652
Net assets
$15,536,185
Revenue
-
Expenses
$10,555,728
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$30.3$1.62$28.6$18.0$15.5$2.50
2023Detailed filing. Detailed filing data is available for this year.$26.3$1.64$24.6$17.2$13.9$3.27
2022Detailed filing. Detailed filing data is available for this year.$21.1$1.16$19.9$15.7$13.1$2.57
2021Detailed filing. Detailed filing data is available for this year.$20.8$1.44$19.3$14.9$14.8$0.14
2020Detailed filing. Detailed filing data is available for this year.$20.4$1.84$18.5$14.8$12.6$2.14
2019Detailed filing. Detailed filing data is available for this year.$16.8$1.49$15.3$14.8$12.6$2.28
2018Detailed filing. Detailed filing data is available for this year.$13.7$1.89$11.8$14.1$12.9$1.26
2017Detailed filing. Detailed filing data is available for this year.$12.1$1.50$10.6$12.7$12.8$0.16
2016Detailed filing. Detailed filing data is available for this year.$11.7$1.42$10.3$11.9$14.8$2.87
2015Detailed filing. Detailed filing data is available for this year.$13.7$0.92$12.8$10.7$11.5$0.73
2014Detailed filing. Detailed filing data is available for this year.$15.0$1.10$13.9$11.1$11.5$0.47
2013Detailed filing. Detailed filing data is available for this year.$15.6$1.05$14.6$10.3$10.7$0.46
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.2$1.06$15.1$10.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.0$0.50$15.5$10.6
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.4$0.58$14.9$10.7