Civic Intelligence

Plumbers & Pipefitters Local Union #74 Welfare Fund

990 • Fiscal year 2018 • EIN 51-6174595

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 30, 2019

Organization ProfileN/A

View Organization Page

501 Carr Rd Suite 220Wilmington, DE 19809-2866

(302) 762-2008

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.02x

Higher debt load relative to assets than 42% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

41st percentile

0.03x

Higher debt load relative to revenue than 41% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Net Margin

14th percentile

-10%

Higher net margin than 14% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Asset Growth

21st percentile

-6.7%

Faster asset growth than 21% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

9th percentile

-17%

Faster revenue growth than 9% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Down

$18,917,111

Down $1,361,964 (-6.7%) from 2017

Net Assets

Down

$18,604,049

Down $1,414,752 (-7.1%) from 2017

Liabilities

Up

$313,062

Up $52,788 (+20%) from 2017

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin14th percentile

Revenue

Down

$11,353,255

Down $2,339,440 (-17%) from 2017

Expenses

Up

$12,529,605

Up $2,152,326 (+21%) from 2017

Net Income

Down

-$1,176,350

Down $4,491,766 (-135%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth21st 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

2018

Assets$18,917,111
Liabilities$313,062
Net Assets$18,604,049
Open 2018 Filing

Operations Trend

Revenue Growth9th 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

2018

Revenue$11,353,255
Expenses$12,529,605
Net Income-$1,176,350
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 30, 2019
Return Version
2018v3.1
Gross Receipts
$25,766,455
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$20,018,801$18,604,049▼ $1,414,752
Investments in Publicly Traded Securities$15,521,565$15,651,387▲ $129,822
Savings and Temporary Cash Investments$3,400,876$1,847,640▼ $1,553,236
Accounts Receivable$1,355,277$1,411,630▲ $56,353
Prepaid Expenses and Deferred Charges$1,357$6,454▲ $5,097
Total Assets$20,279,075$18,917,111▼ $1,361,964
Liabilities
Accounts Payable and Accrued Expenses$260,274$313,062▲ $52,788
Total Liabilities$260,274$313,062▲ $52,788
Net Assets / Fund Balance
Total Net Assets Fund Balance$20,018,801$18,604,049▼ $1,414,752
Total Liabilities and Net Assets / Fund Balance$20,279,075$18,917,111▼ $1,361,964
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Anthony PapiliTrustee
Charlie KingTrustee
David R ZarrilliTrustee
Jeffrey a SillTrustee
Kyle SpenceTrustee
Michael B HackendornTrustee
Michael S PeetTrustee
Terrence ShannonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$11,111,043
Investment Income
$242,212
Other Revenue
$0
Change in Net Assets
$-1,176,350

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,309,923
Revenue Not Reported on Financial Statements
$43,332
Revenue Not Reported on Form 990
$-238,402
Total Revenue per Audited Statements
$11,071,521
Total Revenue per Form 990
$11,353,255
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$605,679
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$11,923,926--$11,923,926
Fees for Service Investment Mgmnt Fees$43,332--$43,332
Fees for Services Accounting$34,936--$34,936
All Other Expenses$17,665--$17,665
Fees for Services Legal$16,995--$16,995
Conferences and Meetings$8,929--$8,929
Other Expenses$6,972--$6,972
Total Functional Expenses$12,529,605$0$0$12,529,605

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$12,529,605
Expenses per Audited Statements$12,486,273
Total Expenses per Audited Statements$12,486,273
Expenses Not Reported on Financial Statements$43,332
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 RD SUITE 220, WILMINGTON, DE 19809-2866

Signing Officer

Name
Terrence Shannon
Title
Trustee
Phone
3027622008
Signed
2019-10-30
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
James R Zdimal CPA
Phone
3022660202
Supplemental Narrative

Additional Explanations

Form 990, Part XII

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

Raw XML AppendixShowing 400 of 837 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0260274
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0313062
IRS990/AccountsReceivableGrp/BOYAmt01355277
IRS990/AccountsReceivableGrp/EOYAmt01411630
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TRUST PROVIDES THE FOLLOWING BENEFITS: HEALTH CARE, DENTAL, DISABILITY, AND PRESCRIPTION TO PLAN PARTICIPANTS.
IRS990/AllOtherExpensesGrp/ProgramServicesAmt017665
IRS990/AllOtherExpensesGrp/TotalAmt017665
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/ProgramServicesAmt011923926
IRS990/BenefitsToMembersGrp/TotalAmt011923926
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0GEM GROUP
IRS990/BooksInCareOfDetail/PhoneNum03027622008
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0501 CARR ROAD SUITE 220
IRS990/BooksInCareOfDetail/USAddress/CityNm0WILMINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DE
IRS990/BooksInCareOfDetail/USAddress/ZIPCd019809
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt08929
IRS990/ConferencesMeetingsGrp/TotalAmt08929
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt011923926
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0242212
IRS990/CYOtherExpensesAmt0605679
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt011111043
IRS990/CYRevenuesLessExpensesAmt0-1176350
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt012529605
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt011353255
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0PROGRAM IS MAINTAINED FOR THE PURPOSE OF PROVIDING FOR THE PARTICIPANTS OR THEIR BENEFICIARIES HEALTH CARE. APPROXIMATE NUMBER OF PERSONS COVERED AS OF THE END OF THE PLAN YEAR IS 863.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt034936
IRS990/FeesForServicesAccountingGrp/TotalAmt034936
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt016995
IRS990/FeesForServicesLegalGrp/TotalAmt016995
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt043332
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt043332
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0MICHAEL B HACKENDORN
IRS990/Form990PartVIISectionAGrp/PersonNm1MICHAEL S PEET
IRS990/Form990PartVIISectionAGrp/PersonNm2TERRENCE SHANNON
IRS990/Form990PartVIISectionAGrp/PersonNm3ANTHONY PAPILI
IRS990/Form990PartVIISectionAGrp/PersonNm4KYLE SPENCE
IRS990/Form990PartVIISectionAGrp/PersonNm5DAVID R ZARRILLI
IRS990/Form990PartVIISectionAGrp/PersonNm6JEFFREY A SILL
IRS990/Form990PartVIISectionAGrp/PersonNm7CHARLIE KING
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01990
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-279345
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt014133855
IRS990/GrossReceiptsAmt025766455
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt08
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0521557
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0521557
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt015521565
IRS990/InvestmentsPubTradedSecGrp/EOYAmt015651387
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0DE
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt014413200
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TRUST PROVIDES THE FOLLOWING BENEFITS: HEALTH CARE, DENTAL, DISABILITY, AND PRESCRIPTION TO PLAN PARTICIPANTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt020018801
IRS990/NetAssetsOrFundBalancesEOYAmt018604049
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-279345
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-279345
IRS990/NetUnrlzdGainsLossesInvstAmt0-238402
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0CLAIMS ADMINISTRATION FEE
IRS990/OtherExpensesGrp/Desc1ADMINISTRATIVE FEES
IRS990/OtherExpensesGrp/Desc2ACTUARY FEES
IRS990/OtherExpensesGrp/Desc3SUPPLIES
IRS990/OtherExpensesGrp/ProgramServicesAmt0349360
IRS990/OtherExpensesGrp/ProgramServicesAmt190390
IRS990/OtherExpensesGrp/ProgramServicesAmt237100
IRS990/OtherExpensesGrp/ProgramServicesAmt36972
IRS990/OtherExpensesGrp/TotalAmt0349360
IRS990/OtherExpensesGrp/TotalAmt190390
IRS990/OtherExpensesGrp/TotalAmt237100
IRS990/OtherExpensesGrp/TotalAmt36972
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01357
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06454
IRS990/PrincipalOfficerNm0TERRENCE SHANNON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER/RECIPROCAL CONTRIBUT
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2EMPLOYER LATE PAYMENT ASSESSM
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt09923856
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11183583
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt23604
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt09923856
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11183583
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt23604
IRS990/ProgSrvcAccomActy2Grp/Desc0PROGRAM IS MAINTAINED FOR THE PURPOSE OF PROVIDING FOR THE PARTICIPANTS OF THEIR BENEFICIARIES PRESCRIPTION BENEFITS. APPROXIMATE NUMBER OF PERSONS COVERED AS OF THE END OF THE PLAN YEAR IS 863.
IRS990/ProgSrvcAccomActy3Grp/Desc0PROGRAM IS MAINTAINED FOR THE PURPOSE OF PROVIDING FOR THE PARTICIPANTS OF THEIR BENEFICIARIES PRESCRIPTION BENEFITS. APPROXIMATE NUMBER OF PERSONS COVERED AS OF THE END OF THE PLAN YEAR IS 863.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt09745354
IRS990/PYInvestmentIncomeAmt0110582
IRS990/PYOtherExpensesAmt0631925
IRS990/PYOtherRevenueAmt0155099
IRS990/PYProgramServiceRevenueAmt013427014
IRS990/PYRevenuesLessExpensesAmt03315416
IRS990/PYTotalExpensesAmt010377279
IRS990/PYTotalRevenueAmt013692695
IRS990/ReconcilationRevenueExpnssAmt0-1176350
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt020018801
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt018604049
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03400876
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01847640
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt043332
IRS990ScheduleD/ExpensesSubtotalAmt012486273
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt043332
IRS990ScheduleD/InvestmentExpensesNotIncldAmt043332
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-238402
IRS990ScheduleD/RevenueNotReportedAmt0-238402
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt043332
IRS990ScheduleD/RevenueSubtotalAmt011309923
IRS990ScheduleD/TotalExpensesPerForm990Amt012529605
IRS990ScheduleD/TotalRevenuePerForm990Amt011353255
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt011071521
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt012486273
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/ExplanationTxt3THE 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 XII
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd3false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd4false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd5false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd6false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd7false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd8false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd9false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd11false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd12false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd13false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd14false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd15false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd16false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd17false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd18false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd19false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd20false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd21false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd22false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd23false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd24false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd25false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd26false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd27false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd28false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd29false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd30false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd31false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd32false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd33false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd34false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd35false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd4N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd5N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd6N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd7N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd8N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd9N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd10N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd11N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd12N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd13N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd14N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd15N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd16N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd17N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd18N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd19N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd20N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd21N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd22N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd23N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd24N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd25N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd26N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd27N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd28N/A
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
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN4132625361
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN5200154383
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN6203462106
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN7232974096
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN8222591721
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN9231900734
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN10203442794
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN11222640650
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN12510060238
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN13223275271
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN14231216160
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN15390380010
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN16364160760
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN17364160760
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN18942229569
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN19204436102
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN20232879249
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN21264413782
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN22742367382
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN23510320265
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN24431219718
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN25222947177
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN26160874552
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN27651235024
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN28260384168
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN29232744795
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN30520294020
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN31208111480
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN32300223756
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN33510387317
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN34261290248
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
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt21C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt22C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt23C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt24C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt25C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt26C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt27C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt28C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt29C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt30C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt31S CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt32S CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt33S CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt34C CORP

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,917,111
Liabilities
$313,062
Net assets
$18,604,049
Revenue
$11,353,255
Expenses
$12,529,605
Net income
-$1,176,350
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)9 • $25M-$50M nonprofits