Civic Intelligence

Plumbers' & Pipefitters' Welfare Educational Fund

990 • Fiscal year 2020 • EIN 43-0657966

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 07, 2021

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

70th percentile

0.17x

Higher debt load relative to assets than 70% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Liabilities / Revenue

90th percentile

0.44x

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

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Net Margin

20th percentile

-5.0%

Higher net margin than 20% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Top Officer Pay

78th percentile

$296,232

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Asset Growth

22nd percentile

-0.8%

Faster asset growth than 22% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2019 to 2020

Revenue Growth

25th percentile

-7.7%

Faster revenue growth than 25% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$184,567,017

Down $1,482,347 (-0.8%) from 2019

Net Assets

Up

$154,045,332

Up $5,963,447 (+4.0%) from 2019

Liabilities

Down

$30,521,685

Down $7,445,794 (-20%) from 2019

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin20th percentile

Revenue

Down

$69,816,854

Down $5,862,197 (-7.7%) from 2019

Expenses

Down

$73,339,960

Down $2,728,209 (-3.6%) from 2019

Net Income

Down

-$3,523,106

Down $3,133,988 (-805%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2020

Assets$184,567,017
Liabilities$30,521,685
Net Assets$154,045,332
Open 2020 Filing

Operations Trend

Revenue Growth25th 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

2020

Revenue$69,816,854
Expenses$73,339,960
Net Income-$3,523,106
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 7, 2021
Return Version
2020v4.1
Gross Receipts
$100,159,402
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$114,320,592$106,949,882▼ $7,370,710
Investments in Publicly Traded Securities$31,106,415$32,020,965▲ $914,550
Land, Buildings, and Equipment, Net$8,942,610$25,240,132▲ $16,297,522
Savings and Temporary Cash Investments$9,731,727$8,845,839▼ $885,888
Accounts Receivable$7,291,075$8,685,261▲ $1,394,186
Cash and Non-Interest-Bearing Accounts$4,353,431$2,824,938▼ $1,528,493
Total Assets$186,049,364$184,567,017▼ $1,482,347
Other Assets Total$10,303,514$0▼ $10,303,514
Liabilities
Other Liabilities$35,280,736$29,173,576▼ $6,107,160
Accounts Payable and Accrued Expenses$2,686,743$1,348,109▼ $1,338,634
Total Liabilities$37,967,479$30,521,685▼ $7,445,794
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$148,081,885$154,045,332▲ $5,963,447
Total Net Assets Fund Balance$148,081,885$154,045,332▲ $5,963,447
Total Liabilities and Net Assets / Fund Balance$186,049,364$184,567,017▼ $1,482,347

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$16,560,058$2,716,341$19,276,399
Equipment$3,529,103$843,336$4,372,439
Buildings$2,402,596$1,540,399$3,942,995
Land$2,709,916-$2,709,916
Other Land Buildings$38,459$140,268$178,727
Other Securities$14,177,160--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark J CollomExecutive DirectorFT$151,898$144,334$296,232
KEVIN J O'MARADirector of TrainingFT$130,130$33,820$163,950
Michael V HepburnCertified Financial OfficerFT$123,421$26,503$149,924
Martin B McclimensInstructorFT$121,496$26,746$148,242
Donald SummersAssistant Director of TraiFT$115,908$26,310$142,218
Mark E ReeseInstructorFT$115,386$25,805$141,191
DANIEL O'CONNELLInstructorFT$113,315$25,637$138,952
MICHAEL J O'CONNELL IIITrustee - See Schedule OPT$5,461-$5,461
Brian NicholsTrustee - See Schedule OPT$5,418-$5,418
JOHN J O'MARATrustee - See Schedule OPT$5,418-$5,418
Mark V MorganTrustee - See Schedule OPT$5,418-$5,418
Richard M KellettTrustee - See Schedule OPT$5,418-$5,418

Board Members and Trustees

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

Highest Paid Contractors

ContractorServicesLocationCompensation
Hartnett Reyes-jonesLegal4399 LACLEDE AVE, Saint Louis, MO 63108$153,638
Asmed Health PartnershipMedical3230 W COMMERCIAL BLVD 350, Fort Lauderdale, FL 33309$147,195
Red CardMedical816 S BEMISTON, Saint Louis, MO 63105$147,000
-Medical1345 SMIZER MILL ROAD SUITE 1100, Fenton, MO 63026$145,776
-Medical10812 AMBASSADOR BLVD, Saint Louis, MO 63132$131,959
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$61,564,338
Investment Income
$7,211,534
Other Revenue
$1,040,982
Change in Net Assets
$-3,523,106

Audited Revenue Reconciliation

Revenue per Audited Statements
$69,738,460
Revenue Not Reported on Financial Statements
$78,394
Revenue Not Reported on Form 990
$3,379,553
Total Revenue per Audited Statements
$73,118,013
Total Revenue per Form 990
$69,816,854
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,087,429
Salaries, Compensation, and Employee Benefits$6,570,870
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$59,681,661
Other Salaries and Wages---$4,644,706
Fees for Services Other---$2,994,796
Depreciation Depletion---$1,397,449
Pension Plan Contributions---$1,023,636
Office Expenses---$533,362
Current Officers, Directors, Trustees, and Key Employees---$473,288
Payroll Taxes---$429,240
Insurance---$341,694
Occupancy---$337,740
Information Technology---$198,918
Fees for Services Legal---$190,645
Other Expenses---$175,547
Fees for Services Accounting---$108,250
Fees for Service Investment Mgmnt Fees---$78,394
All Other Expenses---$15,745
Travel---$1,420
Interest---$919
Total Functional Expenses$0$0$0$73,339,960

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$73,339,960
Expenses per Audited Statements$73,261,566
Total Expenses per Audited Statements$73,261,566
Expenses Not Reported on Financial Statements$78,394
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$163,950
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$138,952
LYNDSEY O'MARADAUGHTER-IN-LAW OF JOHN J. O'MARA, TRUSTEERECEIVED COMPENSATION AND NON-TAXABLE BENEFITS AS AN EMPLOYEE OF PLUMBERS AND PIPEFITTERS' WELFARE EDUCATIONAL FUNDNo$91,233
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
ESTIMATED FUTURE BENEFITS BASED ON PARTICIPANTS' ACCUMULATED ELIGIBILITY$24,113,000
Health Claims Payable$4,986,000
DUE TO PLUMBERS' & PIPEFITTERS' LOCAL UNION 562$45,401
DUE TO PLUMBERS' & PIPEFITTERS' SUPPLEMENTAL PENSION PLAN AND TRUST$29,175
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 3

“The trustees hired a qualified professional asset manager (qpam) to handle the purchase and renovation of the earth city property. The qpam also manages 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 that 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 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
2021-10-07
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
511
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 $2,041,848 and which cannot be included in the financial statements issued under gaap. Total assets per form 990, part x, line 16: 184,567,017 add unrealized appreciation of long lived assets: 2,041,848 total assets per form 5500, schedule h, part i, line 1f: 186,608,865”

FORM 990, PART XI, LINE 9:

“Change in net benefit obligation 6,107,000.”

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, 2020 and 2019, 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 2017. 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 592 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/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1227882
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1326746
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1425805
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1525637
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1626310
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/PersonNm14MARK E REESE
IRS990/Form990PartVIISectionAGrp/PersonNm15DANIEL O'CONNELL
IRS990/Form990PartVIISectionAGrp/PersonNm16DONALD SUMMERS
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15418
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt25418
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
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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 OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR OF TRAINING
IRS990/Form990PartVIISectionAGrp/TitleTxt13INSTRUCTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14INSTRUCTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15INSTRUCTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16ASSISTANT DIRECTOR OF TRAI
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IRS990/Form990TFiledInd01
IRS990/FormationYr01951
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GrossReceiptsAmt0100159402
IRS990/GrossRentsGrp/RealAmt0230628
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt011
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InfoInScheduleOPartXInd0X
IRS990/InformationTechnologyGrp/TotalAmt0198918
IRS990/InsuranceGrp/TotalAmt0341694
IRS990/InterestGrp/TotalAmt0919
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IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt04305966
IRS990/InvestmentInJointVentureInd00
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IRS990/LegalDomicileStateCd0MO
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt030342548
IRS990/LessRentalExpensesGrp/RealAmt00
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/NetAssetsOrFundBalancesBOYAmt0148081885
IRS990/NetAssetsOrFundBalancesEOYAmt0154045332
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02905568
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt02905568
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0230628
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0230628
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt03379553
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0148081885
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0154045332
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0337740
IRS990/OfficeExpensesGrp/TotalAmt0533362
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt010303514
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt06107000
IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/Desc1TRAINING INCENTIVES
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3SCHOOL EXPENSES
IRS990/OtherExpensesGrp/TotalAmt0293472
IRS990/OtherExpensesGrp/TotalAmt1237500
IRS990/OtherExpensesGrp/TotalAmt2181578
IRS990/OtherExpensesGrp/TotalAmt3175547
IRS990/OtherLiabilitiesGrp/BOYAmt035280736
IRS990/OtherLiabilitiesGrp/EOYAmt029173576
IRS990/OtherRevenueMiscGrp/BusinessCd0561000
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0ADMINISTRATIVE SERVICE INCOME
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0603320
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1207034
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0603320
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1207034
IRS990/OtherRevenueTotalAmt0810354
IRS990/OtherSalariesAndWagesGrp/TotalAmt04644706
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0429240
IRS990/PensionPlanContributionsGrp/TotalAmt01023636
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MARK J COLLOM
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0561000
IRS990/ProgramServiceRevenueGrp/Desc0FRINGE CONTRIBUTION INCOME
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt061564338
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt062689513
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherExpensesAmt06445320
IRS990/PYOtherRevenueAmt0960834
IRS990/PYProgramServiceRevenueAmt068296932
IRS990/PYRevenuesLessExpensesAmt0-389118
IRS990/PYSalariesCompEmpBnftPaidAmt06933336
IRS990/PYTotalExpensesAmt076068169
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt075679051
IRS990/ReconcilationRevenueExpnssAmt0-3523106
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
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IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt08845839
IRS990/ScheduleBRequiredInd00
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt01540399
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03942995
IRS990ScheduleD/EquipmentGrp/BookValueAmt03529103
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0843336
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IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt02716341
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt019276399
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IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0140268
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt14986000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt245401
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt329175
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ESTIMATED FUTURE BENEFITS BASED ON PARTICIPANTS' ACCUMULATED ELIGIBILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1HEALTH CLAIMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO PLUMBERS' & PIPEFITTERS' LOCAL UNION 562
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3DUE TO PLUMBERS' & PIPEFITTERS' SUPPLEMENTAL PENSION PLAN AND TRUST
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt114177160
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1OTHER GOV'T OBLIGATIONS
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IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt078394
IRS990ScheduleD/RevenueSubtotalAmt069738460
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, 2020 AND 2019, 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 2017. 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/TotalBookValueLandBuildingsAmt025240132
IRS990ScheduleD/TotalBookValueSecuritiesAmt0106949882
IRS990ScheduleD/TotalExpensesPerForm990Amt073339960
IRS990ScheduleD/TotalLiabilityAmt029173576

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$184,567,017
Liabilities
$30,521,685
Net assets
$154,045,332
Revenue
$69,816,854
Expenses
$73,339,960
Net income
-$3,523,106
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