Civic Intelligence

Plumbers & Steamfitters Local Union No33 Health & Welfare Trust

990 • Fiscal year 2015 • EIN 42-0930021

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 22, 2016

Organization ProfileWWW.UALOCAL33.ORG/FUND-OFFICE

View Organization Page

2501 Bell AvenueDes Moines, IA 50321-1118

(515) 243-3246

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.87x

Higher debt load relative to assets than 92% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

96th percentile

1.21x

Higher debt load relative to revenue than 96% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Net Margin

83rd percentile

22%

Higher net margin than 83% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Asset Growth

93rd percentile

32%

Faster asset growth than 93% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

67th percentile

9.1%

Faster revenue growth than 67% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$24,065,243

Up $5,776,009 (+32%) from 2014

Net Assets

Up

$3,099,755

Up $3,490,369 (+894%) from 2014

Liabilities

Up

$20,965,488

Up $2,285,640 (+12%) from 2014

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin83rd percentile

Revenue

Up

$17,376,440

Up $1,454,593 (+9.1%) from 2014

Expenses

Up

$13,541,623

Up $75,680 (+0.6%) from 2014

Net Income

Up

$3,834,817

Up $1,378,913 (+56%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$100M$50M$0-$50MAssets 2010: $11,505,869Liabilities 2010: $16,850,021Net Assets 2010: -$5,344,1522010Assets 2011: $11,373,131Liabilities 2011: $16,436,756Net Assets 2011: -$5,063,6252011Assets 2012: $11,920,686Liabilities 2012: $16,046,236Net Assets 2012: -$4,125,5502012Assets 2013: $15,323,835Liabilities 2013: $18,354,148Net Assets 2013: -$3,030,3132013Assets 2014: $18,289,234Liabilities 2014: $18,679,848Net Assets 2014: -$390,6142014Assets 2015: $24,065,243Liabilities 2015: $20,965,488Net Assets 2015: $3,099,7552015Assets 2016: $31,958,555Liabilities 2016: $21,746,296Net Assets 2016: $10,212,2592016Assets 2017: $39,134,144Liabilities 2017: $23,429,747Net Assets 2017: $15,704,3972017Assets 2018: $44,856,306Liabilities 2018: $26,110,785Net Assets 2018: $18,745,5212018Assets 2019: $57,058,679Liabilities 2019: $28,716,037Net Assets 2019: $28,342,6422019Assets 2020: $68,054,516Liabilities 2020: $29,856,531Net Assets 2020: $38,197,9852020Assets 2021: $75,894,378Liabilities 2021: $32,692,949Net Assets 2021: $43,201,4292021Assets 2022: $73,779,183Liabilities 2022: $35,085,602Net Assets 2022: $38,693,5812022Assets 2023: $87,390,729Liabilities 2023: $31,860,684Net Assets 2023: $55,530,0452023Assets 2024: $97,950,742Liabilities 2024: $36,385,174Net Assets 2024: $61,565,5682024

Highlighted filing

2015

Assets$24,065,243
Liabilities$20,965,488
Net Assets$3,099,755
Open 2015 Filing

Operations Trend

Revenue Growth67th percentile

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

$40M$30M$20M$10M$0Expenses 2010: $13,387,7562010Expenses 2011: $11,099,1542011Expenses 2012: $11,808,3932012Revenue 2013: $14,455,042Expenses 2013: $13,740,960Net Income 2013: $714,0822013Revenue 2014: $15,921,847Expenses 2014: $13,465,943Net Income 2014: $2,455,9042014Revenue 2015: $17,376,440Expenses 2015: $13,541,623Net Income 2015: $3,834,8172015Revenue 2016: $18,995,214Expenses 2016: $11,982,897Net Income 2016: $7,012,3172016Revenue 2017: $20,796,626Expenses 2017: $14,489,661Net Income 2017: $6,306,9652017Revenue 2018: $20,230,892Expenses 2018: $15,623,628Net Income 2018: $4,607,2642018Revenue 2019: $22,250,808Expenses 2019: $16,729,676Net Income 2019: $5,521,1322019Revenue 2020: $20,687,361Expenses 2020: $15,777,554Net Income 2020: $4,909,8072020Revenue 2021: $21,812,028Expenses 2021: $18,544,642Net Income 2021: $3,267,3862021Revenue 2022: $23,289,561Expenses 2022: $18,151,994Net Income 2022: $5,137,5672022Revenue 2023: $26,511,736Expenses 2023: $21,402,210Net Income 2023: $5,109,5262023Revenue 2024: $32,488,264Expenses 2024: $25,252,612Net Income 2024: $7,235,6522024

Highlighted filing

2015

Revenue$17,376,440
Expenses$13,541,623
Net Income$3,834,817
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 22, 2016
Return Version
2015v2.1
Gross Receipts
$22,031,140
Mission and Program Overview

Mission

The plan and trust were established to provide medical, dental, short-term disability benefits, prescriptions, and death benefits to collectively bargained union plumbers & steamfitters in central & northern iowa.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$16,229,916$21,746,066▲ $5,516,150
Rtn Earn Endowment Incm Other Fnds$-390,614$3,099,755▲ $3,490,369
Accounts Receivable$1,274,182$1,762,931▲ $488,749
Cash and Non-Interest-Bearing Accounts$580,252$312,292▼ $267,960
Land, Buildings, and Equipment, Net$196,612$151,421▼ $45,191
Prepaid Expenses and Deferred Charges$8,272$92,533▲ $84,261
Total Assets$18,289,234$24,065,243▲ $5,776,009
Liabilities
Other Liabilities$17,282,905$19,567,046▲ $2,284,141
Accounts Payable and Accrued Expenses$1,396,943$1,398,442▲ $1,499
Total Liabilities$18,679,848$20,965,488▲ $2,285,640
Net Assets / Fund Balance
Total Net Assets Fund Balance$-390,614$3,099,755▲ $3,490,369
Total Liabilities and Net Assets / Fund Balance$18,289,234$24,065,243▲ $5,776,009

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$151,421$142,578$293,999
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Brad MeyerTrustee
Doug KummTrustee
Grant HjortshojTrustee
Kevin BarrTrustee
Nate HagbergTrustee
Tom KeckTrustee
Andy RobertsTrustee, CHA
Curt BakerTrustee, Sec
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$16,844,807
Investment Income
$434,765
Other Revenue
$96,868
Change in Net Assets
$3,834,817

Audited Revenue Reconciliation

Revenue per Audited Statements
$17,296,403
Revenue Not Reported on Financial Statements
$80,037
Revenue Not Reported on Form 990
$-344,448
Total Revenue per Audited Statements
$16,951,955
Total Revenue per Form 990
$17,376,440
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$440,499
Other Expenses$431,657
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$12,669,467
Other Salaries and Wages---$265,539
Pension Plan Contributions---$93,476
Fees for Service Investment Mgmnt Fees---$80,037
Fees for Services Legal---$76,664
Other Employee Benefits---$61,430
Fees for Services Other---$60,490
Information Technology---$58,550
Depreciation Depletion---$45,191
Fees for Services Accounting---$29,728
Payroll Taxes---$20,054
Office Expenses---$12,172
Insurance---$11,410
Occupancy---$7,850
Conferences and Meetings---$7,058
All Other Expenses---$5,392
Other Expenses---$4,186
Total Functional Expenses$0$0$0$13,541,623

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$13,541,623
Expenses per Audited Statements$13,461,586
Total Expenses per Audited Statements$13,461,586
Expenses Not Reported on Financial Statements$80,037
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
Hra Liability$13,065,793
Accumulated Eligibility Liab$6,501,253
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
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
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, Page 6, Part VI, Line 11B

“The administrator reviews the form 990 and then the chairperson and the secretary of the board of trustees also reviews the form 990 before signing it.”

Form 990, Page 6, Part VI, Line 19

“Governing documents and audited financial statements are available only to plan participants at the fund office. Otherwise, no documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Plumbers & Steamfitters Local
EIN
42-0930021
Phone
5152433246
Address
2501 BELL AVENUE, DES MOINES, IA 50321-1118

Signing Officer

Name
Andy Roberts
Title
Trustee, Chairman
Phone
5152433246
Signed
2016-07-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andy Roberts
Formed
1977
Legal Domicile
Ia
Voting Board Members
8
Independent Board Members
8
Employees
4

Preparer

Firm
Deboer & Associates Pc
Address
17330 WRIGHT ST STE 100, OMAHA, NE 68130-2157
Preparer
Gene Deboer
Phone
4023335200
Raw XML AppendixShowing 400 of 577 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ADMINISTRATOR REVIEWS THE FORM 990 AND THEN THE CHAIRPERSON AND THE SECRETARY OF THE BOARD OF TRUSTEES ALSO REVIEWS THE FORM 990 BEFORE SIGNING IT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ONLY TO PLAN PARTICIPANTS AT THE FUND OFFICE. OTHERWISE, NO DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1AIR-CON

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,065,243
Liabilities
$20,965,488
Net assets
$3,099,755
Revenue
$17,376,440
Expenses
$13,541,623
Net income
$3,834,817
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$98.0$36.4$61.6$32.5$25.3$7.24
2023Detailed filing. Detailed filing data is available for this year.$87.4$31.9$55.5$26.5$21.4$5.11
2022Detailed filing. Detailed filing data is available for this year.$73.8$35.1$38.7$23.3$18.2$5.14
2021Detailed filing. Detailed filing data is available for this year.$75.9$32.7$43.2$21.8$18.5$3.27
2020Detailed filing. Detailed filing data is available for this year.$68.1$29.9$38.2$20.7$15.8$4.91
2019Detailed filing. Detailed filing data is available for this year.$57.1$28.7$28.3$22.3$16.7$5.52
2018Detailed filing. Detailed filing data is available for this year.$44.9$26.1$18.7$20.2$15.6$4.61
2017Detailed filing. Detailed filing data is available for this year.$39.1$23.4$15.7$20.8$14.5$6.31
2016Detailed filing. Detailed filing data is available for this year.$32.0$21.7$10.2$19.0$12.0$7.01
2015Detailed filing. Detailed filing data is available for this year.$24.1$21.0$3.10$17.4$13.5$3.83
2014Detailed filing. Detailed filing data is available for this year.$18.3$18.7$0.39$15.9$13.5$2.46
2013Detailed filing. Detailed filing data is available for this year.$15.3$18.4$3.03$14.5$13.7$0.71
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.9$16.0$4.13$11.8
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.4$16.4$5.06$11.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.5$16.9$5.34$13.4
Peer Organizations

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