Civic Intelligence

Iron Workers Local 67 Defense Fund Trust

990 • Fiscal year 2014 • EIN 42-1286484

Jul 01, 2013 to Jun 30, 2014 • Filed on Sep 18, 2014

Organization Profile
1501 E AuroraDes Moines, IA 50313-3912

(515) 262-9366

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2014

Net Margin

99th percentile

86%

Higher net margin than 99% of similar nonprofits.

2014 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

62nd percentile

$63,282

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 12.3% of source-year revenue.

2014 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2014

Asset Growth

78th percentile

14%

Faster asset growth than 78% of similar nonprofits.

2014 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

82nd percentile

15%

Faster revenue growth than 82% of similar nonprofits.

2014 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$653,915

Up $82,305 (+14%) from 2013

Net Assets

Up

$653,915

Up $82,305 (+14%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin99th percentile

Revenue

$512,733

No earlier filing loaded for comparison.

Expenses

Up

$72,428

Up $33,978 (+88%) from 2013

Net Income

$440,305

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $446,091Liabilities 2011: $0Net Assets 2011: $446,0912011Assets 2012: $494,547Liabilities 2012: $0Net Assets 2012: $494,5472012Assets 2013: $571,610Liabilities 2013: $0Net Assets 2013: $571,6102013Assets 2014: $653,915Liabilities 2014: $0Net Assets 2014: $653,9152014Assets 2015: $654,688Liabilities 2015: $0Net Assets 2015: $654,6882015Assets 2016: $877,367Liabilities 2016: $0Net Assets 2016: $877,3672016Assets 2017: $954,403Liabilities 2017: $0Net Assets 2017: $954,4032017Assets 2018: $813,443Liabilities 2018: $0Net Assets 2018: $813,4432018Assets 2019: $690,385Liabilities 2019: $0Net Assets 2019: $690,3852019Assets 2020: $1,159,673Liabilities 2020: $0Net Assets 2020: $1,159,6732020Assets 2021: $1,028,371Liabilities 2021: $0Net Assets 2021: $1,028,3712021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2014

Assets$653,915
Liabilities$0
Net Assets$653,915
Open 2014 Filing

Operations Trend

Revenue Growth82nd percentile

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

$1.5M$1.0M$500K$0Expenses 2011: $68,0152011Expenses 2012: $33,4502012Expenses 2013: $38,4502013Revenue 2014: $512,733Expenses 2014: $72,428Net Income 2014: $440,3052014Revenue 2015: $578,690Expenses 2015: $116,167Net Income 2015: $462,5232015Revenue 2016: $903,484Expenses 2016: $80,805Net Income 2016: $822,6792016Revenue 2017: $817,067Expenses 2017: $90,031Net Income 2017: $727,0362017Revenue 2018: $1,111,846Expenses 2018: $228,096Net Income 2018: $883,7502018Revenue 2019: $872,490Expenses 2019: $119,217Net Income 2019: $753,2732019Revenue 2020: $1,401,604Expenses 2020: $13,032Net Income 2020: $1,388,5722020Revenue 2021: $884,185Expenses 2021: $15,487Net Income 2021: $868,6982021Revenue 2022: $898,093Expenses 2022: $31,983Net Income 2022: $866,1102022

Highlighted filing

2014

Revenue$512,733
Expenses$72,428
Net Income$440,305
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 18, 2014
Return Version
2013v3.1
Gross Receipts
$512,733
Mission and Program Overview

Mission

Protect the union and provide better working standards for its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$571,610$653,915▲ $82,305
Total Assets$571,610$653,915▲ $82,305
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$571,610$653,915▲ $82,305
Total Net Assets Fund Balance$571,610$653,915▲ $82,305
Total Liabilities and Net Assets / Fund Balance$571,610$653,915▲ $82,305
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Rich GriglionePresidentFT$63,282$63,282

Board Members and Trustees

NameTitle
James PhillipsTrustee/exam
Mike CaricoTrustee/exam
James HolmesExam Committ
James AlitzExecutive Co
Nick FranklinExecutive Co
Scott AlitzExecutive Co
Todd RuepkeExecutive Co
Trent PowellExecutive Co
James WattFin Sec/busi
Mason McgaffinRecording Se
Joe DurbySergeant at
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$511,524
Investment Income
$1,209
Other Revenue
$0
Change in Net Assets
$440,305

Audited Revenue Reconciliation

Revenue per Audited Statements
$512,733
Total Revenue per Audited Statements
$512,733
Total Revenue per Form 990
$512,733
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$69,719
Other Expenses$2,709
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$63,282
Payroll Taxes---$6,437
Fees for Services Accounting---$2,625
Other Expenses---$84
Total Functional Expenses$0$0$0$72,428

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$430,428
Expenses Not Reported on Form 990$358,000
Expenses per Audited Statements$72,428
Total Expenses per Form 990$72,428
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
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 6

“As of june 30, 2014 the defense fund had 436 members. The classes of members are: journeymen, apprentice, lifetime members, honorary members, and probationary members.”

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

“Journeymen members in good standing are able to elect trustees and officers every three years.”

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

“The financial secretary/business manager reviews the form 990 on behalf of the board before it is filed.”

Form 990, Page 6, Part VI, Line 19

“The documents are available upon request from the defense fund's administrative office.”

Filing and Contact Details

Filer

EIN
42-1286484
Phone
5152629366

Signing Officer

Name
James Watt
Title
Financial Secretary/bus. Mgr.
Phone
5152629366
Signed
2014-09-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Watt
Formed
1909
Legal Domicile
Ia
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Preparer
Gene Deboer
Phone
4023335200
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Transfer to iron workers local 67 general fund -358,000”

Financial Statement Notes

Schedule D, Page 4, Part XII, Line 2D

“Transfer to iron workers local 67 general fund 358,000”

Raw XML Appendix342 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/ExplanationTxt0AS OF JUNE 30, 2014 THE DEFENSE FUND HAD 436 MEMBERS. THE CLASSES OF MEMBERS ARE: JOURNEYMEN, APPRENTICE, LIFETIME MEMBERS, HONORARY MEMBERS, AND PROBATIONARY MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1JOURNEYMEN MEMBERS IN GOOD STANDING ARE ABLE TO ELECT TRUSTEES AND OFFICERS EVERY THREE YEARS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FINANCIAL SECRETARY/BUSINESS MANAGER REVIEWS THE FORM 990 ON BEHALF OF THE BOARD BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE DOCUMENTS ARE AVAILABLE UPON REQUEST FROM THE DEFENSE FUND'S ADMINISTRATIVE OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRANSFER TO IRON WORKERS LOCAL 67 GENERAL FUND -358,000
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IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0571610
IRS990/TotalAssetsEOYAmt0653915
IRS990/TotalAssetsGrp/BOYAmt0571610
IRS990/TotalAssetsGrp/EOYAmt0653915
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt072428
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0571610
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0653915
IRS990/TotalProgramServiceRevenueAmt0511524
IRS990/TotalReportableCompFromOrgAmt063282
IRS990/TotalRevenueGrp/ExclusionAmt01209
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0511524
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0512733
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0571610
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0653915
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0571610
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0653915
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine101501 E AURORA
IRS990/USAddress/City0DES MOINES
IRS990/USAddress/State0IA
IRS990/USAddress/ZIPCode0503133912
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES WATT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL SECRETARY/BUS. MGR.
ReturnHeader/BusinessOfficerGrp/PhoneNum05152629366
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-18
ReturnHeader/Filer/BusinessName/BusinessNameLine10IRON WORKERS LOCAL 67 DEFENSE FUND
ReturnHeader/Filer/BusinessNameControlTxt0IRON
ReturnHeader/Filer/EIN0421286484
ReturnHeader/Filer/PhoneNum05152629366
ReturnHeader/Filer/USAddress/AddressLine101501 E AURORA
ReturnHeader/Filer/USAddress/City0DES MOINES
ReturnHeader/Filer/USAddress/State0IA
ReturnHeader/Filer/USAddress/ZIPCode0503133912
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470836395
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10DEBOER & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1017330 WRIGHT ST STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0OMAHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0681302157
ReturnHeader/PreparerPersonGrp/PhoneNum04023335200
ReturnHeader/PreparerPersonGrp/PreparationDt02014-09-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GENE DEBOER
ReturnHeader/ReturnTs02014-09-30T08:52:21-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$653,915
Liabilities
$0
Net assets
$653,915
Revenue
$512,733
Expenses
$72,428
Net income
$440,305
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.90$0.03$0.87
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$0.88$0.02$0.87
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.00$1.16$1.40$0.01$1.39
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.69$0.00$0.69$0.87$0.12$0.75
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.00$0.81$1.11$0.23$0.88
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.00$0.95$0.82$0.09$0.73
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.00$0.88$0.90$0.08$0.82
2015Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.58$0.12$0.46
2014Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.51$0.07$0.44
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.00$0.57$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.00$0.49$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.00$0.45$0.07
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)5 • $500k-$1M nonprofits