Civic Intelligence

Iron Workers Local 67 Defense Fund Trust

990 • Fiscal year 2016 • EIN 42-1286484

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 20, 2016

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

33rd percentile

0.00x

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

2016 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

34th percentile

0.00x

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

2016 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2016

Net Margin

99th percentile

91%

Higher net margin than 99% of similar nonprofits.

2016 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

65th percentile

$70,272

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 7.8% of source-year revenue.

2016 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2016

Asset Growth

90th percentile

34%

Faster asset growth than 90% of similar nonprofits.

2016 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

96th percentile

56%

Faster revenue growth than 96% of similar nonprofits.

2016 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$877,367

Up $222,679 (+34%) from 2015

Net Assets

Up

$877,367

Up $222,679 (+34%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin99th percentile

Revenue

Up

$903,484

Up $324,794 (+56%) from 2015

Expenses

Down

$80,805

Down $35,362 (-30%) from 2015

Net Income

Up

$822,679

Up $360,156 (+78%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth90th 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

2016

Assets$877,367
Liabilities$0
Net Assets$877,367
Open 2016 Filing

Operations Trend

Revenue Growth96th 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

2016

Revenue$903,484
Expenses$80,805
Net Income$822,679
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 20, 2016
Return Version
2015v2.1
Gross Receipts
$903,484
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$654,688$877,367▲ $222,679
Total Assets$654,688$877,367▲ $222,679
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$654,688$877,367▲ $222,679
Total Net Assets Fund Balance$654,688$877,367▲ $222,679
Total Liabilities and Net Assets / Fund Balance$654,688$877,367▲ $222,679
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Rich GriglionePresidentFT$70,272$70,272

Board Members and Trustees

NameTitle
Nick FranklinPresident
David ClarkTrustee
Mike CaricoTrustee
Duke CarterExamining Co
Rodney ShafferExamining Co
Zach LeeExamining Co
David TuttleExecutive Co
Jim AlitzExecutive Co
Scott AlitzExecutive Co
Todd RuepkeExecutive Co
Trent PowellExecutive Co
James WattFin Sec/bus
Mason McgaffinRecording Se
Joe DurbySergeant at
James ByalVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$902,055
Investment Income
$1,429
Other Revenue
$0
Change in Net Assets
$822,679

Audited Revenue Reconciliation

Revenue per Audited Statements
$903,484
Total Revenue per Audited Statements
$903,484
Total Revenue per Form 990
$903,484
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$77,055
Other Expenses$3,750
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---$70,272
Payroll Taxes---$6,783
Fees for Services Accounting---$3,750
Total Functional Expenses$0$0$0$80,805

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$680,805
Expenses Not Reported on Form 990$600,000
Expenses per Audited Statements$80,805
Total Expenses per Form 990$80,805
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
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, 2016 the defense fund had 497 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

Filer Name
Iron Workers Local 67 Defense Fund
EIN
42-1286484
Phone
5152629366
Address
1501 E AURORA, DES MOINES, IA 50313-3912

Signing Officer

Name
James Watt
Title
Fin Sec/bus Mgr
Phone
5152629366
Signed
2016-09-20
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

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

Additional Explanations

Form 990, Part XI, Line 9

“Transfer to iron workers local 67 general fund -600,000 total -600,000”

Financial Statement Notes

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

“Transfer to iron workers local 67 general fund 600,000”

Raw XML Appendix366 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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IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE PRESIDE
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IRS990/Form990PartVIISectionAGrp/TitleTxt2EXECUTIVE CO
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TRANSFER TO IRON WORKERS LOCAL 67 GENERAL FUND 600,000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AS OF JUNE 30, 2016 THE DEFENSE FUND HAD 497 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 -600,000 TOTAL -600,000
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0INTERNATIONAL IRON WORKERS UNION 67
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0420551477
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01501 EAST AURORA AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0DES MOINES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd050313
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0600000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACTUAL PAYMENT DISBURSED
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0IRON WORKERS LOCAL UNION 67
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0R
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0true
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0654688
IRS990/TotalAssetsEOYAmt0877367
IRS990/TotalAssetsGrp/BOYAmt0654688
IRS990/TotalAssetsGrp/EOYAmt0877367
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt080805
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0654688
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0877367
IRS990/TotalProgramServiceRevenueAmt0902055
IRS990/TotalReportableCompFromOrgAmt070272
IRS990/TotalRevenueGrp/ExclusionAmt01429
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0902055
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0903484
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0654688
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0877367
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0654688
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0877367
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01501 E AURORA
IRS990/USAddress/CityNm0DES MOINES
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd0503133912
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES WATT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FIN SEC/BUS MGR
ReturnHeader/BusinessOfficerGrp/PhoneNum05152629366
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IRON WORKERS LOCAL 67 DEFENSE FUND
ReturnHeader/Filer/BusinessNameControlTxt0IRON
ReturnHeader/Filer/EIN0421286484
ReturnHeader/Filer/PhoneNum05152629366
ReturnHeader/Filer/USAddress/AddressLine1Txt01501 E AURORA
ReturnHeader/Filer/USAddress/CityNm0DES MOINES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd0503133912
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470836395
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DEBOER & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017330 WRIGHT ST STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OMAHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0681302157
ReturnHeader/PreparerPersonGrp/PhoneNum04023335200
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GENE DEBOER
ReturnHeader/ReturnTs02016-09-20T11:12:09-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$877,367
Liabilities
$0
Net assets
$877,367
Revenue
$903,484
Expenses
$80,805
Net income
$822,679
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
2016Detailed filing. Detailed filing data is available for this year.$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