Civic Intelligence

Plumbers' & Pipefitters' Welfare Educational Fund

990 • Fiscal year 2023 • EIN 43-0657966

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 04, 2024

Organization ProfileN/A

View Organization Page

3640 Corporate Trail DriveEarth City, MO 63045

(314) 355-1000

Siviq Scores

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

Liabilities / Assets

80th percentile

0.27x

Higher debt load relative to assets than 80% of similar nonprofits.

2023 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

93rd percentile

0.59x

Higher debt load relative to revenue than 93% of similar nonprofits.

2023 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2023

Net Margin

51st percentile

4.2%

Higher net margin than 51% of similar nonprofits.

2023 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

74th percentile

$277,420

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2023 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2023

Asset Growth

47th percentile

7.6%

Faster asset growth than 47% of similar nonprofits.

2023 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

68th percentile

12%

Faster revenue growth than 68% of similar nonprofits.

2023 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$189,373,785

Up $13,377,711 (+7.6%) from 2022

Net Assets

Up

$138,037,259

Up $7,407,247 (+5.7%) from 2022

Liabilities

Up

$51,336,526

Up $5,970,464 (+13%) from 2022

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin51st percentile

Revenue

Up

$87,205,655

Up $9,200,212 (+12%) from 2022

Expenses

Up

$83,515,326

Up $6,702,457 (+8.7%) from 2022

Net Income

Up

$3,690,329

Up $2,497,755 (+209%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$300M$200M$100M$0Assets 2010: $106,361,762Liabilities 2010: $13,302,954Net Assets 2010: $93,058,8082010Assets 2011: $108,472,830Liabilities 2011: $12,308,852Net Assets 2011: $96,163,9782011Assets 2012: $115,286,668Liabilities 2012: $12,241,941Net Assets 2012: $103,044,7272012Assets 2013: $129,243,439Liabilities 2013: $12,827,064Net Assets 2013: $116,416,3752013Assets 2014: $140,990,078Liabilities 2014: $12,466,440Net Assets 2014: $128,523,6382014Assets 2015: $149,030,420Liabilities 2015: $12,232,358Net Assets 2015: $136,798,0622015Assets 2016: $165,556,830Liabilities 2016: $12,962,028Net Assets 2016: $152,594,8022016Assets 2017: $179,747,181Liabilities 2017: $14,537,359Net Assets 2017: $165,209,8222017Assets 2018: $172,297,918Liabilities 2018: $15,476,048Net Assets 2018: $156,821,8702018Assets 2019: $186,049,364Liabilities 2019: $37,967,479Net Assets 2019: $148,081,8852019Assets 2020: $184,567,017Liabilities 2020: $30,521,685Net Assets 2020: $154,045,3322020Assets 2021: $197,361,797Liabilities 2021: $41,892,470Net Assets 2021: $155,469,3272021Assets 2022: $175,996,074Liabilities 2022: $45,366,062Net Assets 2022: $130,630,0122022Assets 2023: $189,373,785Liabilities 2023: $51,336,526Net Assets 2023: $138,037,2592023Assets 2024: $203,907,806Liabilities 2024: $49,296,665Net Assets 2024: $154,611,1412024

Highlighted filing

2023

Assets$189,373,785
Liabilities$51,336,526
Net Assets$138,037,259
Open 2023 Filing

Operations Trend

Revenue Growth68th percentile

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

$100M$50M$0-$50MExpenses 2010: $59,887,0022010Expenses 2011: $59,035,5122011Expenses 2012: $58,330,9312012Revenue 2013: $69,105,329Expenses 2013: $53,772,769Net Income 2013: $15,332,5602013Revenue 2014: $67,211,445Expenses 2014: $55,248,136Net Income 2014: $11,963,3092014Revenue 2015: $71,392,243Expenses 2015: $56,015,337Net Income 2015: $15,376,9062015Revenue 2016: $78,484,833Expenses 2016: $65,067,597Net Income 2016: $13,417,2362016Revenue 2017: $74,449,790Expenses 2017: $65,548,364Net Income 2017: $8,901,4262017Revenue 2018: $73,817,803Expenses 2018: $74,580,849Net Income 2018: -$763,0462018Revenue 2019: $75,679,051Expenses 2019: $76,068,169Net Income 2019: -$389,1182019Revenue 2020: $69,816,854Expenses 2020: $73,339,960Net Income 2020: -$3,523,1062020Revenue 2021: $76,844,110Expenses 2021: $73,334,512Net Income 2021: $3,509,5982021Revenue 2022: $78,005,443Expenses 2022: $76,812,869Net Income 2022: $1,192,5742022Revenue 2023: $87,205,655Expenses 2023: $83,515,326Net Income 2023: $3,690,3292023Revenue 2024: $93,399,347Expenses 2024: $83,602,786Net Income 2024: $9,796,5612024

Highlighted filing

2023

Revenue$87,205,655
Expenses$83,515,326
Net Income$3,690,329
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 4, 2024
Return Version
2023v5.1
Gross Receipts
$94,889,952
Mission and Program Overview

Mission

To provide health and welfare benefits and education to the members of the plumbers and pipefitters union local 562.

Provide health & related benefits to members of plumbers and pipefitters local 562

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$98,841,575$114,955,190▲ $16,113,615
Investments in Publicly Traded Securities$31,600,352$28,985,840▼ $2,614,512
Land, Buildings, and Equipment, Net$19,793,840$18,281,788▼ $1,512,052
Savings and Temporary Cash Investments$15,439,542$17,674,097▲ $2,234,555
Accounts Receivable$9,296,571$9,275,730▼ $20,841
Cash and Non-Interest-Bearing Accounts$1,024,194$0▼ $1,024,194
Total Assets$175,996,074$189,373,785▲ $13,377,711
Other Assets Total-$201,140-
Liabilities
Other Liabilities$43,536,991$48,973,930▲ $5,436,939
Accounts Payable and Accrued Expenses$1,829,071$2,362,596▲ $533,525
Total Liabilities$45,366,062$51,336,526▲ $5,970,464
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$130,630,012$138,037,259▲ $7,407,247
Total Net Assets Fund Balance$130,630,012$138,037,259▲ $7,407,247
Total Liabilities and Net Assets / Fund Balance$175,996,074$189,373,785▲ $13,377,711

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$13,557,770$2,146,419$15,704,189
Equipment$1,249,170$3,509,975$4,759,145
Buildings$843,968$3,342,177$4,186,145
Land$2,630,880-$2,630,880
Other Securities$97,885,927--
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark J CollomExecutive DirectorFT$172,297$105,123$277,420
KEVIN J O'MARADirector of TrainingFT$156,177$28,457$184,634
Martin B McclimensInstructorFT$139,260$28,083$167,343
Paul GallegherInstructorFT$133,757$27,045$160,802
Thomas BielickiInstructorFT$129,281$26,450$155,731
Michael V HepburnCertified Financial OfficeFT$127,000$26,910$153,910
DANIEL O'CONNELLInstructorFT$127,115$26,438$153,553
Brian NicholsTrustee - See Schedule OPT$5,548-$5,548
JOHN J O'MARATrustee - See Schedule OPT$5,548-$5,548
MICHAEL J O'CONNELL IIITrustee - See Schedule OPT$5,548-$5,548
Mark V MorganTrustee - See Schedule OPT$5,548-$5,548
Richard M KellettTrustee - See Schedule OPT$5,548-$5,548

Board Members and Trustees

NameTitle
Dennis CorriganTrustee
James J Murphy JrTrustee
Neil G HaberbergerTrustee
Ray HefnerTrustee
Robert C MitchellTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Edward Reh MdMedical1345 SMIZER MILL ROAD SUITE 1000, Fenton, MO 63026$238,733
Anders Minkler Huber & HelmAudit And Tax Prep500 MARKET ST, Saint Louis, MO 63101$189,915
Quest DiagnosticsMedicalP O BOX 14730, Saint Louis, MO 63150$187,675
Ann Herzog MdMedical816 S BEMISTON, Saint Louis, MO 63105$176,392
Hartnett Reyes JonesLegal4399 LACLEDE AVE, Saint Louis, MO 63108$175,969
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$79,486,490
Investment Income
$6,510,314
Other Revenue
$1,208,851
Change in Net Assets
$3,690,329

Audited Revenue Reconciliation

Revenue per Audited Statements
$87,124,716
Revenue Not Reported on Financial Statements
$80,939
Revenue Not Reported on Form 990
$8,733,918
Total Revenue per Audited Statements
$95,858,634
Total Revenue per Form 990
$87,205,655
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$8,962,078
Other Expenses$8,310,515
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$66,242,733
Other Salaries and Wages---$6,768,079
Fees for Services Other---$3,163,330
Depreciation Depletion---$1,784,096
Pension Plan Contributions---$1,131,394
Payroll Taxes---$603,535
Insurance---$510,413
Current Officers, Directors, Trustees, and Key Employees---$459,070
Occupancy---$388,377
Office Expenses---$381,430
Information Technology---$251,443
Fees for Services Legal---$227,182
Other Expenses---$219,824
Fees for Services Accounting---$189,915
All Other Expenses---$88,482
Fees for Service Investment Mgmnt Fees---$80,939
Travel---$41,996
Total Functional Expenses$0$0$0$83,515,326

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$83,515,326
Expenses per Audited Statements$83,434,387
Total Expenses per Audited Statements$83,434,387
Expenses Not Reported on Financial Statements$80,939
Expenses Not Reported on Form 990$0
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
KEVIN J O'MARABROTHER OF JOHN J. O'MARA, TRUSTEERECEIVED COMPENSATION AND NON-TAXABLE BENEFITS AS AN EMPLOYEE OF PLUMBERS AND PIPEFITTERS' WELFARE EDUCATIONAL FUNDNo$184,634
DANIEL R O'CONNELLBROTHER OF MICHAEL J. O'CONNELL III, TRUSTEERECEIVED COMPENSATION AND NON-TAXABLE BENEFITS AS AN EMPLOYEE OF PLUMBERS AND PIPEFITTERS' WELFARE EDUCATIONAL FUNDNo$153,553
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
ESTIMATED FUTURE BENEFITS BASED ON PARTICIPANTS' ACCUMULATED ELIGIBILITY$41,482,000
Claims Payable$5,239,000
Cash Overdraft$1,553,717
DUE TO PLUMBERS' & PIPEFITTERS' SUPPLEMENTAL PENSION PLAN AND TRUST$280,454
DUE TO PLUMBERS' & PIPEFITTERS' PENSION PLAN$277,396
DUE TO PLUMBERS' & PIPEFITTERS' LOCAL UNION 562$141,363
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 2

“The plan has two compensated employees that are related to board members. Look at schedule l for more information.”

Form 990, Part VI, Section A, Line 3

“The trustees hired a qualified professional asset manager (qpam) to manage the leases between the welfare educational fund and its related organizations.”

Form 990, Part VI, Section B, Line 11B

“A copy of the final version of form 990 is provided to the organization's governing body for their review prior to its being electronically filed.”

Form 990, Part VI, Section B, Line 12C

“The fund's executive director will monitor proposed or ongoing transactions for conflicts of interest and disclose them to the chairman of the board of trustees in order to deal with potential or actual conflicts, whether discovered before or after the transaction has occurred.”

Form 990, Part VI, Section B, Line 15

“The compensation of the organization's executive director, officers and key employees is reviewed and approved by the board of trustees, provided those persons with conflicts of interest with respect to the compensation arrangement at issue are not involved in this review and approval. In addition, there is contemporaneous documentation and recordkeeping with respect to the deliberations and decisions regarding the compensation arrangement.”

Form 990, Part VI, Section C, Line 19

“No documents are available to the public.”

FORM 990, PART VI, LINE 2:

“The plan has two employees who are related to board members that are compensated. See schedule l for the breakdown.”

FORM 990, PART VII, SECTION A, COLUMN D:

“The reportable compensation amount for john j. O'mara, mark v. Morgan, brian nichols, michael j. O'connell iii, and richard m. Kellett is entirely made up of the vacation and holiday benefit, which all journeymen receive.”

Filing and Contact Details

Filer

Filer Name
PLUMBERS' & PIPEFITTERS' WELFARE
EIN
43-0657966
Phone
3143551000
Address
3640 CORPORATE TRAIL DRIVE, EARTH CITY, MO 63045

Signing Officer

Name
Mark J Collom
Title
Executive Director
Phone
3143551000
Signed
2024-10-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark J Collom
Formed
1951
Legal Domicile
Mo
Voting Board Members
10
Independent Board Members
8
Employees
803
Volunteers
0

Preparer

Firm
Anders Minkler Huber & Helm Llp
Address
800 MARKET STREET SUITE 500, ST LOUIS, MO 63101-2501
Preparer
Derek a Barnard CPA
Phone
3146555500
Supplemental Narrative

Additional Explanations

Form 990, Part X, Line 16

“Reconciliation of total assests on form 990 to form 5500: the balance sheet on form 990, part x, is presented per the financial statements which were issued under gaap (generally accepted accounting principles). However, this does not account for the unrealized appreciation of long lived assets per the appraisals which totals $5,530,639 and which cannot be included in the financial statements issued under gaap. Total assets per form 990, part x, line 16: 189,373,785 add unrealized appreciation of long lived assets: 5,530,639 total assets per form 5500, schedule h, part i, line 1f: 194,904,424”

FORM 990, PART XI, LINE 9:

“Change in net benefit obligation -5,017,000.”

Financial Statement Notes

PART X, LINE 2:

“The internal revenue service has determined and informed the plan sponsor by a letter dated february 13, 1967, that the plan and related trust are designed in accordance with the applicable sections of the internal revenue code ("irc"). Although the plan has been amended since receiving the determination letter, the plan sponsor believes that the plan is designed and is currently being operated in compliance with the applicable requirements of the irc and therefore believes that the plan is qualified and the related trust is tax-exempt. In accordance with gaap, the plan's management is required to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the applicable taxing authorities. The plan's management has analyzed the tax positions taken by the plan and has concluded that as of december 31, 2023 and 2022, there are no uncertain positions taken, or expected to be taken, that would require recognition of a liability or disclosure in the financial statements. The plan's management believes the plan is no longer subject to income tax examinations for years prior to 2019. The plan is also subject to routine audits by the department of labor, generally six years after the statutory due date of the annual information return. There are currently no audits in progress for any tax periods.”

Raw XML AppendixShowing 400 of 668 raw XML fields

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1427045
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IRS990/Form990PartVIISectionAGrp/PersonNm0JAMES J MURPHY JR
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN J O'MARA
IRS990/Form990PartVIISectionAGrp/PersonNm2MARK V MORGAN
IRS990/Form990PartVIISectionAGrp/PersonNm3ROBERT C MITCHELL
IRS990/Form990PartVIISectionAGrp/PersonNm4BRIAN NICHOLS
IRS990/Form990PartVIISectionAGrp/PersonNm5RICHARD M KELLETT
IRS990/Form990PartVIISectionAGrp/PersonNm6NEIL G HABERBERGER
IRS990/Form990PartVIISectionAGrp/PersonNm7RAY HEFNER
IRS990/Form990PartVIISectionAGrp/PersonNm8MICHAEL J O'CONNELL III
IRS990/Form990PartVIISectionAGrp/PersonNm9DENNIS CORRIGAN
IRS990/Form990PartVIISectionAGrp/PersonNm10MARK J COLLOM
IRS990/Form990PartVIISectionAGrp/PersonNm11MICHAEL V HEPBURN
IRS990/Form990PartVIISectionAGrp/PersonNm12KEVIN J O'MARA
IRS990/Form990PartVIISectionAGrp/PersonNm13MARTIN B MCCLIMENS
IRS990/Form990PartVIISectionAGrp/PersonNm14PAUL GALLEGHER
IRS990/Form990PartVIISectionAGrp/PersonNm15THOMAS BIELICKI
IRS990/Form990PartVIISectionAGrp/PersonNm16DANIEL O'CONNELL
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE - SEE SCHEDULE O
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE - SEE SCHEDULE O
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE - SEE SCHEDULE O
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE - SEE SCHEDULE O
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE - SEE SCHEDULE O
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11CERTIFIED FINANCIAL OFFICE
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR OF TRAINING
IRS990/Form990PartVIISectionAGrp/TitleTxt13INSTRUCTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14INSTRUCTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15INSTRUCTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16INSTRUCTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01951
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
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IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt013
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS AND EDUCATION TO THE MEMBERS OF THE PLUMBERS AND PIPEFITTERS UNION LOCAL 562.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0130630012
IRS990/NetAssetsOrFundBalancesEOYAmt0138037259
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt069022
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt069022
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0262711
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0262711
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt08733918
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0130630012
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0138037259
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0388377
IRS990/OfficeExpensesGrp/TotalAmt0381430
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt0201140
IRS990/OtherChangesInNetAssetsAmt0-5017000
IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/Desc1SCHOOL EXPENSES
IRS990/OtherExpensesGrp/Desc2TRAINING INCENTIVES
IRS990/OtherExpensesGrp/Desc3REPAIRS AND MAINTENANCE
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IRS990/OtherExpensesGrp/TotalAmt1294987
IRS990/OtherExpensesGrp/TotalAmt2236826
IRS990/OtherExpensesGrp/TotalAmt3219824
IRS990/OtherLiabilitiesGrp/BOYAmt043536991
IRS990/OtherLiabilitiesGrp/EOYAmt048973930
IRS990/OtherRevenueMiscGrp/BusinessCd0561000
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0ADMINISTRATIVE SERVICE INCOME
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0705908
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1240232
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0705908
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1240232
IRS990/OtherRevenueTotalAmt0946140
IRS990/OtherSalariesAndWagesGrp/TotalAmt06768079
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0603535
IRS990/PensionPlanContributionsGrp/TotalAmt01131394
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MARK J COLLOM
IRS990/ProfessionalFundraisingInd00
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IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
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IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
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IRS990/ScheduleBRequiredInd00
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IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt015704189
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt041482000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt15239000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2141363
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3280454
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt4277396
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt51553717
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ESTIMATED FUTURE BENEFITS BASED ON PARTICIPANTS' ACCUMULATED ELIGIBILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CLAIMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO PLUMBERS' & PIPEFITTERS' LOCAL UNION 562
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3DUE TO PLUMBERS' & PIPEFITTERS' SUPPLEMENTAL PENSION PLAN AND TRUST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4DUE TO PLUMBERS' & PIPEFITTERS' PENSION PLAN
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IRS990ScheduleD/OtherSecuritiesGrp/Desc0OTHER GOV'T OBLIGATIONS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1MUTUAL FUNDS
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt080939
IRS990ScheduleD/RevenueSubtotalAmt087124716
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTERNAL REVENUE SERVICE HAS DETERMINED AND INFORMED THE PLAN SPONSOR BY A LETTER DATED FEBRUARY 13, 1967, THAT THE PLAN AND RELATED TRUST ARE DESIGNED IN ACCORDANCE WITH THE APPLICABLE SECTIONS OF THE INTERNAL REVENUE CODE ("IRC"). ALTHOUGH THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER, THE PLAN SPONSOR BELIEVES THAT THE PLAN IS DESIGNED AND IS CURRENTLY BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND THEREFORE BELIEVES THAT THE PLAN IS QUALIFIED AND THE RELATED TRUST IS TAX-EXEMPT. IN ACCORDANCE WITH GAAP, THE PLAN'S MANAGEMENT IS REQUIRED TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. THE PLAN'S MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN'S MANAGEMENT BELIEVES THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2019. THE PLAN IS ALSO SUBJECT TO ROUTINE AUDITS BY THE DEPARTMENT OF LABOR, GENERALLY SIX YEARS AFTER THE STATUTORY DUE DATE OF THE ANNUAL INFORMATION RETURN. THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY TAX PERIODS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt018281788
IRS990ScheduleD/TotalBookValueSecuritiesAmt0114955190
IRS990ScheduleD/TotalExpensesPerForm990Amt083515326
IRS990ScheduleD/TotalLiabilityAmt048973930

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$189,373,785
Liabilities
$51,336,526
Net assets
$138,037,259
Revenue
$87,205,655
Expenses
$83,515,326
Net income
$3,690,329
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$204$49.3$155$93.4$83.6$9.80
2023Detailed filing. Detailed filing data is available for this year.$189$51.3$138$87.2$83.5$3.69
2022Detailed filing. Detailed filing data is available for this year.$176$45.4$131$78.0$76.8$1.19
2021Detailed filing. Detailed filing data is available for this year.$197$41.9$155$76.8$73.3$3.51
2020Detailed filing. Detailed filing data is available for this year.$185$30.5$154$69.8$73.3$3.52
2019Detailed filing. Detailed filing data is available for this year.$186$38.0$148$75.7$76.1$0.39
2018Detailed filing. Detailed filing data is available for this year.$172$15.5$157$73.8$74.6$0.76
2017Detailed filing. Detailed filing data is available for this year.$180$14.5$165$74.4$65.5$8.90
2016Detailed filing. Detailed filing data is available for this year.$166$13.0$153$78.5$65.1$13.4
2015Detailed filing. Detailed filing data is available for this year.$149$12.2$137$71.4$56.0$15.4
2014Detailed filing. Detailed filing data is available for this year.$141$12.5$129$67.2$55.2$12.0
2013Detailed filing. Detailed filing data is available for this year.$129$12.8$116$69.1$53.8$15.3
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$115$12.2$103$58.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$108$12.3$96.2$59.0
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$106$13.3$93.1$59.9