Civic Intelligence

Plumbers & Pipefitters Local Union #74 Welfare Fund

990 • Fiscal year 2016 • EIN 51-6174595

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 07, 2017

Organization ProfileN/A

View Organization Page

501 Carr Road Suite 220Wilmington, DE 19809

(302) 762-2008

Siviq Scores

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

Liabilities / Assets

47th percentile

0.02x

Higher debt load relative to assets than 47% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

47th percentile

0.03x

Higher debt load relative to revenue than 47% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Net Margin

80th percentile

19%

Higher net margin than 80% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Asset Growth

85th percentile

19%

Faster asset growth than 85% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

54th percentile

5.5%

Faster revenue growth than 54% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$16,749,527

Up $2,636,743 (+19%) from 2015

Net Assets

Up

$16,389,450

Up $2,387,047 (+17%) from 2015

Liabilities

Up

$360,077

Up $249,696 (+226%) from 2015

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin80th percentile

Revenue

Up

$13,003,836

Up $672,300 (+5.5%) from 2015

Expenses

Down

$10,521,903

Down $1,070,742 (-9.2%) from 2015

Net Income

Up

$2,481,933

Up $1,743,042 (+236%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$30M$20M$10M$0Assets 2010: $8,338,199Liabilities 2010: $230,684Net Assets 2010: $8,107,5152010Assets 2011: $11,131,689Liabilities 2011: $204,488Net Assets 2011: $10,927,2012011Assets 2012: $11,019,961Liabilities 2012: $140,819Net Assets 2012: $10,879,1422012Assets 2013: $12,054,857Liabilities 2013: $430,918Net Assets 2013: $11,623,9392013Assets 2014: $13,528,412Liabilities 2014: $155,716Net Assets 2014: $13,372,6962014Assets 2015: $14,112,784Liabilities 2015: $110,381Net Assets 2015: $14,002,4032015Assets 2016: $16,749,527Liabilities 2016: $360,077Net Assets 2016: $16,389,4502016Assets 2017: $20,279,075Liabilities 2017: $260,274Net Assets 2017: $20,018,8012017Assets 2018: $18,917,111Liabilities 2018: $313,062Net Assets 2018: $18,604,0492018Assets 2019: $21,685,242Liabilities 2019: $165,775Net Assets 2019: $21,519,4672019Assets 2020: $22,272,006Liabilities 2020: $59,600Net Assets 2020: $22,212,4062020Assets 2021: $22,447,900Liabilities 2021: $186,854Net Assets 2021: $22,261,0462021Assets 2022: $19,962,353Liabilities 2022: $219,822Net Assets 2022: $19,742,5312022Assets 2023: $20,893,059Liabilities 2023: $182,640Net Assets 2023: $20,710,4192023Assets 2024: $23,175,333Liabilities 2024: $358,739Net Assets 2024: $22,816,5942024

Highlighted filing

2016

Assets$16,749,527
Liabilities$360,077
Net Assets$16,389,450
Open 2016 Filing

Operations Trend

Revenue Growth54th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2010: $10,245,368Expenses 2010: $9,881,337Net Income 2010: $364,0312010Revenue 2011: $13,277,707Expenses 2011: $10,523,424Net Income 2011: $2,754,2832011Expenses 2012: $10,286,9472012Revenue 2013: $11,551,806Expenses 2013: $10,524,421Net Income 2013: $1,027,3852013Revenue 2014: $12,668,170Expenses 2014: $10,929,433Net Income 2014: $1,738,7372014Revenue 2015: $12,331,536Expenses 2015: $11,592,645Net Income 2015: $738,8912015Revenue 2016: $13,003,836Expenses 2016: $10,521,903Net Income 2016: $2,481,9332016Revenue 2017: $13,692,695Expenses 2017: $10,377,279Net Income 2017: $3,315,4162017Revenue 2018: $11,353,255Expenses 2018: $12,529,605Net Income 2018: -$1,176,3502018Revenue 2019: $14,671,815Expenses 2019: $12,576,427Net Income 2019: $2,095,3882019Revenue 2020: $11,874,939Expenses 2020: $11,454,855Net Income 2020: $420,0842020Revenue 2021: $11,989,715Expenses 2021: $12,566,687Net Income 2021: -$576,9722021Revenue 2022: $10,945,789Expenses 2022: $11,636,880Net Income 2022: -$691,0912022Revenue 2023: $13,583,149Expenses 2023: $14,235,879Net Income 2023: -$652,7302023Revenue 2024: $14,538,093Expenses 2024: $12,835,708Net Income 2024: $1,702,3852024

Highlighted filing

2016

Revenue$13,003,836
Expenses$10,521,903
Net Income$2,481,933
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 7, 2017
Return Version
2016v3.0
Gross Receipts
$17,528,158
Mission and Program Overview

Mission

Trust provides the following benefits: health care, dental, disability, and prescription to plan participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$14,002,403$16,389,450▲ $2,387,047
Investments in Publicly Traded Securities$10,085,877$10,372,020▲ $286,143
Savings and Temporary Cash Investments$3,096,466$4,853,759▲ $1,757,293
Accounts Receivable$919,217$1,518,888▲ $599,671
Prepaid Expenses and Deferred Charges$11,224$4,860▼ $6,364
Total Assets$14,112,784$16,749,527▲ $2,636,743
Liabilities
Accounts Payable and Accrued Expenses$110,381$360,077▲ $249,696
Total Liabilities$110,381$360,077▲ $249,696
Net Assets / Fund Balance
Total Net Assets Fund Balance$14,002,403$16,389,450▲ $2,387,047
Total Liabilities and Net Assets / Fund Balance$14,112,784$16,749,527▲ $2,636,743
Compensation and Service Providers
Top Officer Pay46th percentile

Board Members and Trustees

NameTitle
Anthony PapiliTrustee
David R ZarrilliTrustee
Jeffrey a SillTrustee
John DanielloTrustee
Kyle SpenceTrustee
Michael B HackendornTrustee
Richard GracieTrustee
Terrence ShannonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$12,268,513
Investment Income
$361,847
Other Revenue
$373,476
Change in Net Assets
$2,481,933

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,940,170
Revenue Not Reported on Financial Statements
$63,666
Revenue Not Reported on Form 990
$-94,886
Total Revenue per Audited Statements
$12,845,284
Total Revenue per Form 990
$13,003,836
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$614,830
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$9,907,073--$9,907,073
Fees for Service Investment Mgmnt Fees$63,666--$63,666
All Other Expenses$25,877--$25,877
Fees for Services Accounting$23,789--$23,789
Conferences and Meetings$14,520--$14,520
Fees for Services Legal$13,845--$13,845
Other Expenses$10,592--$10,592
Total Functional Expenses$10,521,903$0$0$10,521,903

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$10,521,903
Expenses per Audited Statements$10,458,237
Total Expenses per Audited Statements$10,458,237
Expenses Not Reported on Financial Statements$63,666
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
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 organization reviews form 990 at a regular meeting of the trustees.”

Form 990, Page 6, Part VI, Line 12C

“The organization reviews at trustee schedule meetings”

Form 990, Page 6, Part VI, Line 19

“Financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Plumbers & Pipefitters Local Union
EIN
51-6174595
Phone
3027622008
Address
501 CARR ROAD SUITE 220, WILMINGTON, DE 19809

Signing Officer

Name
Terrence Shannon
Title
Trustee
Phone
3027622008
Signed
2017-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Terrence Shannon
Formed
1990
Legal Domicile
De
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Whisman Giordano & Associates LLC
Address
111 CONTINENTAL DR STE 210, NEWARK, DE 19713-4330
Preparer
Joseph a Giordano CPA
Phone
3022660202
Supplemental Narrative

Additional Explanations

Form 990, Part XI

“Line 5 (unrealized loss on investments 94,886).”

Form 990, Part XII

“The financial statements are prepared using the modified cash basis of accounting.”

Raw XML AppendixShowing 400 of 844 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/RevenueNotReportedAmt0-94886
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt063666
IRS990ScheduleD/RevenueSubtotalAmt012940170
IRS990ScheduleD/TotalExpensesPerForm990Amt010521903
IRS990ScheduleD/TotalRevenuePerForm990Amt013003836
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt012845284
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt010458237
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION REVIEWS FORM 990 AT A REGULAR MEETING OF THE TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION REVIEWS AT TRUSTEE SCHEDULE MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LINE 5 (UNREALIZED LOSS ON INVESTMENTS 94,886).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FINANCIAL STATEMENTS ARE PREPARED USING THE MODIFIED CASH BASIS OF ACCOUNTING.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd4N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd5N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd6N/A
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd12N/A
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd24N/A
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd26N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd27N/A
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd29N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd30N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd31N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd32N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd33N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd34N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd35N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0522202354
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1390467980
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN2060991716
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN3510370561
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN8222591721
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN9231900734
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN10203442794
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN11222640650
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN12510060238
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN13223275271
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN15390380010
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN16364160760
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN17364160760
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN18942229569
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN35208472744
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0S CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt1C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt2C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt3C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt4C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt5S CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt6S CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt7C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt8C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt9C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt10C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt11C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt12S CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt13S CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt14C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt15C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt16C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt17C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt18S CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt19C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt20S CORP

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$16,749,527
Liabilities
$360,077
Net assets
$16,389,450
Revenue
$13,003,836
Expenses
$10,521,903
Net income
$2,481,933
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.2$0.36$22.8$14.5$12.8$1.70
2023Detailed filing. Detailed filing data is available for this year.$20.9$0.18$20.7$13.6$14.2$0.65
2022Detailed filing. Detailed filing data is available for this year.$20.0$0.22$19.7$10.9$11.6$0.69
2021Detailed filing. Detailed filing data is available for this year.$22.4$0.19$22.3$12.0$12.6$0.58
2020Detailed filing. Detailed filing data is available for this year.$22.3$0.06$22.2$11.9$11.5$0.42
2019Detailed filing. Detailed filing data is available for this year.$21.7$0.17$21.5$14.7$12.6$2.10
2018Detailed filing. Detailed filing data is available for this year.$18.9$0.31$18.6$11.4$12.5$1.18
2017Detailed filing. Detailed filing data is available for this year.$20.3$0.26$20.0$13.7$10.4$3.32
2016Detailed filing. Detailed filing data is available for this year.$16.7$0.36$16.4$13.0$10.5$2.48
2015Detailed filing. Detailed filing data is available for this year.$14.1$0.11$14.0$12.3$11.6$0.74
2014Detailed filing. Detailed filing data is available for this year.$13.5$0.16$13.4$12.7$10.9$1.74
2013Detailed filing. Detailed filing data is available for this year.$12.1$0.43$11.6$11.6$10.5$1.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.0$0.14$10.9$10.3
2011Summary only. Only limited summary data is available for this year.$11.1$0.20$10.9$13.3$10.5$2.75
2010Summary only. Only limited summary data is available for this year.$8.34$0.23$8.11$10.2$9.88$0.36