Civic Intelligence

Plumbers & Steamfitters Local Union No33 Health & Welfare Trust

990 • Fiscal year 2017 • EIN 42-0930021

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 20, 2018

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

90th percentile

0.60x

Higher debt load relative to assets than 90% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

98th percentile

1.13x

Higher debt load relative to revenue than 98% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Net Margin

86th percentile

30%

Higher net margin than 86% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Asset Growth

84th percentile

22%

Faster asset growth than 84% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

61st percentile

9.5%

Faster revenue growth than 61% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$39,134,144

Up $7,175,589 (+22%) from 2016

Net Assets

Up

$15,704,397

Up $5,492,138 (+54%) from 2016

Liabilities

Up

$23,429,747

Up $1,683,451 (+7.7%) from 2016

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin86th percentile

Revenue

Up

$20,796,626

Up $1,801,412 (+9.5%) from 2016

Expenses

Up

$14,489,661

Up $2,506,764 (+21%) from 2016

Net Income

Down

$6,306,965

Down $705,352 (-10%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2017

Assets$39,134,144
Liabilities$23,429,747
Net Assets$15,704,397
Open 2017 Filing

Operations Trend

Revenue Growth61st 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

2017

Revenue$20,796,626
Expenses$14,489,661
Net Income$6,306,965
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 20, 2018
Return Version
2017v2.3
Gross Receipts
$46,487,818
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$29,450,756$36,659,386▲ $7,208,630
Rtn Earn Endowment Incm Other Fnds$10,212,259$15,704,397▲ $5,492,138
Accounts Receivable$1,757,324$1,576,692▼ $180,632
Cash and Non-Interest-Bearing Accounts$531,373$806,100▲ $274,727
Land, Buildings, and Equipment, Net$126,058$79,419▼ $46,639
Prepaid Expenses and Deferred Charges$93,044$12,547▼ $80,497
Total Assets$31,958,555$39,134,144▲ $7,175,589
Liabilities
Other Liabilities$20,319,093$21,945,042▲ $1,625,949
Accounts Payable and Accrued Expenses$1,427,203$1,484,705▲ $57,502
Total Liabilities$21,746,296$23,429,747▲ $1,683,451
Net Assets / Fund Balance
Total Net Assets Fund Balance$10,212,259$15,704,397▲ $5,492,138
Total Liabilities and Net Assets / Fund Balance$31,958,555$39,134,144▲ $7,175,589

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$79,419$236,245$315,664
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Brad MeyerTrustee
Doug KummTrustee
Eric SmithTrustee
Grant HjortshojTrustee
Nate HagbergTrustee
Tom KeckTrustee
Andy RobertsTrustee, CHA
Curt BakerTrustee, Sec

Highest Paid Contractors

ContractorServicesLocationCompensation
The Segal CompanyActuarialPO BOX 4095, CHURCH STREET STATION, New York, NY 10261$149,248
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$18,373,981
Investment Income
$2,300,433
Other Revenue
$122,212
Change in Net Assets
$6,306,965

Audited Revenue Reconciliation

Revenue per Audited Statements
$20,686,027
Revenue Not Reported on Financial Statements
$110,599
Revenue Not Reported on Form 990
$-814,827
Total Revenue per Audited Statements
$19,871,200
Total Revenue per Form 990
$20,796,626
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$517,307
Salaries, Compensation, and Employee Benefits$446,385
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$13,525,969
Other Salaries and Wages---$271,359
Fees for Services Other---$155,706
Fees for Service Investment Mgmnt Fees---$110,599
Pension Plan Contributions---$91,814
Other Employee Benefits---$62,257
Information Technology---$50,109
Depreciation Depletion---$46,639
Fees for Services Accounting---$32,523
Fees for Services Legal---$25,500
Payroll Taxes---$20,955
Insurance---$13,258
Office Expenses---$10,612
Occupancy---$9,828
All Other Expenses---$8,194
Other Expenses---$5,975
Conferences and Meetings---$2,210
Total Functional Expenses$0$0$0$14,489,661

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$14,489,661
Expenses per Audited Statements$14,379,062
Total Expenses per Audited Statements$14,379,062
Expenses Not Reported on Financial Statements$110,599
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$16,161,274
Accumulated Eligibility Liab$5,783,768
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
2018-09-20
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
5

Preparer

Firm
Deboer & Associates Pc
Address
17330 WRIGHT ST STE 100, OMAHA, NE 68130-2157
Preparer
Eryn Stevens
Phone
4023335200
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“Management of the organization believes that the organization has taken no uncertain tax positions that require adjustment to the financial statements in order to comply with the provisions of this guidance.”

Raw XML AppendixShowing 400 of 608 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/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT OF THE ORGANIZATION BELIEVES THAT THE ORGANIZATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS IN ORDER TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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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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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$39,134,144
Liabilities
$23,429,747
Net assets
$15,704,397
Revenue
$20,796,626
Expenses
$14,489,661
Net income
$6,306,965
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