Civic Intelligence

Rodman Local 201 Welfare Fund Union 201 Welfare Fund

990 • Fiscal year 2016 • EIN 52-6038517

Jul 01, 2015 to Jun 30, 2016 • Filed on May 02, 2017

Organization ProfileN/A

View Organization Page

6710 Oxon Hill Road No 450Oxon Hill, MD 20745

(301) 839-8800

Siviq Scores

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

Liabilities / Assets

48th percentile

0.01x

Higher debt load relative to assets than 48% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

49th percentile

0.01x

Higher debt load relative to revenue than 49% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Net Margin

84th percentile

32%

Higher net margin than 84% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

79th percentile

$126,633

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Asset Growth

87th percentile

26%

Faster asset growth than 87% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

91st percentile

41%

Faster revenue growth than 91% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$4,446,853

Up $924,386 (+26%) from 2015

Net Assets

Up

$4,414,052

Up $918,152 (+26%) from 2015

Liabilities

Up

$32,801

Up $6,234 (+23%) from 2015

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin84th percentile

Revenue

Up

$2,741,762

Up $800,084 (+41%) from 2015

Expenses

Up

$1,859,751

Up $390,072 (+27%) from 2015

Net Income

Up

$882,011

Up $410,012 (+87%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,254,640Liabilities 2010: $15,100Net Assets 2010: $2,239,5402010Assets 2011: $2,390,817Liabilities 2011: $18,516Net Assets 2011: $2,372,3012011Assets 2012: $2,424,339Liabilities 2012: $14,453Net Assets 2012: $2,409,8862012Assets 2013: $2,599,772Liabilities 2013: $15,045Net Assets 2013: $2,584,7272013Assets 2014: $3,051,845Liabilities 2014: $52,795Net Assets 2014: $2,999,0502014Assets 2015: $3,522,467Liabilities 2015: $26,567Net Assets 2015: $3,495,9002015Assets 2016: $4,446,853Liabilities 2016: $32,801Net Assets 2016: $4,414,0522016Assets 2017: $3,902,415Liabilities 2017: $18,831Net Assets 2017: $3,883,5842017Assets 2018: $3,758,995Liabilities 2018: $6,192Net Assets 2018: $3,752,8032018Assets 2019: $3,775,572Liabilities 2019: $67,379Net Assets 2019: $3,708,1932019

Highlighted filing

2016

Assets$4,446,853
Liabilities$32,801
Net Assets$4,414,052
Open 2016 Filing

Operations Trend

Revenue Growth91st percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,358,9252010Expenses 2011: $1,281,7242011Revenue 2012: $1,360,058Expenses 2012: $1,376,285Net Income 2012: -$16,2272012Revenue 2013: $1,371,651Expenses 2013: $1,217,779Net Income 2013: $153,8722013Revenue 2014: $1,717,050Expenses 2014: $1,445,431Net Income 2014: $271,6192014Revenue 2015: $1,941,678Expenses 2015: $1,469,679Net Income 2015: $471,9992015Revenue 2016: $2,741,762Expenses 2016: $1,859,751Net Income 2016: $882,0112016Revenue 2017: $1,915,557Expenses 2017: $2,518,700Net Income 2017: -$603,1432017Revenue 2018: $1,694,344Expenses 2018: $1,900,370Net Income 2018: -$206,0262018Revenue 2019: $1,582,337Expenses 2019: $1,803,196Net Income 2019: -$220,8592019

Highlighted filing

2016

Revenue$2,741,762
Expenses$1,859,751
Net Income$882,011
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 2, 2017
Return Version
2015v3.0
Gross Receipts
$3,208,871
Mission and Program Overview

Mission

Paid welfare benefits for local 201 members and their families

Provide health & welfare benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$3,495,900$4,414,052▲ $918,152
Cash and Non-Interest-Bearing Accounts$801,169$1,682,767▲ $881,598
Investments in Publicly Traded Securities$1,436,016$1,459,088▲ $23,072
Investments Other Securities$988,067$1,040,250▲ $52,183
Accounts Receivable$270,870$221,164▼ $49,706
Savings and Temporary Cash Investments$24,995$42,234▲ $17,239
Prepaid Expenses and Deferred Charges$1,350$1,350→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$3,522,467$4,446,853▲ $924,386
Liabilities
Accounts Payable and Accrued Expenses$26,567$32,801▲ $6,234
Total Liabilities$26,567$32,801▲ $6,234
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,495,900$4,414,052▲ $918,152
Total Liabilities and Net Assets / Fund Balance$3,522,467$4,446,853▲ $924,386

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,040,250--
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleOtherTotal
Robert MigliaccioTrustee$126,633$126,633

Board Members and Trustees

NameTitle
James AyersmanTrustee
Kendall MartinTrustee
Kenneth WoodTrustee
Kevin McveighTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
GemgroupTpa1200 3 GATEWAY CENTER, Pittsburgh, PA 21279$129,339
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,679,427
Investment Income
$62,335
Other Revenue
$0
Change in Net Assets
$882,011

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,733,577
Revenue Not Reported on Financial Statements
$8,185
Revenue Not Reported on Form 990
$36,141
Total Revenue per Audited Statements
$2,769,718
Total Revenue per Form 990
$2,741,762
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$235,515
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---$1,624,236
Fees for Services Management---$122,688
Fees for Services Other---$27,800
Fees for Services Legal---$10,281
Fees for Services Accounting---$10,251
Office Expenses---$9,746
Fees for Service Investment Mgmnt Fees---$8,185
Insurance---$6,957
Conferences and Meetings---$3,688
Other Expenses---$940
Total Functional Expenses$0$0$0$1,859,751

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,859,751
Expenses per Audited Statements$1,851,566
Total Expenses per Audited Statements$1,851,566
Expenses Not Reported on Financial Statements$8,185
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“All trustees are provided a copy of the completed form before it is filed.”

Form 990, Part VI, Section C, Line 19

“All documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Rodman Local 201 Welfare Fund
EIN
52-6038517
Phone
3018398800
Address
6710 OXON HILL ROAD NO 450, OXON HILL, MD 20745

Signing Officer

Name
Kendall Martin
Title
Trustee
Phone
3018398800
Signed
2017-05-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kendall Martin
Formed
1950
Legal Domicile
Md
Voting Board Members
5
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Salter & Company LLC
Address
4600 EAST-WEST HIGHWAY SUITE 300, BETHESDA, MD 20814-3415
Preparer
Peter P Osman CPA
Phone
3018307400
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“Form 990 - part xi, line 2(c) - the board of trustees assumes responsibility for the oversight of the audit on the plan's financial statements and its selection of an independent accountant. This process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the irs or the various states the plan files returns. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 411 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/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR THE VARIOUS STATES THE PLAN FILES RETURNS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL TRUSTEES ARE PROVIDED A COPY OF THE COMPLETED FORM BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 - PART XI, LINE 2(C) - THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT ON THE PLAN'S FINANCIAL STATEMENTS AND ITS SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII, LINE 2C:
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,446,853
Liabilities
$32,801
Net assets
$4,414,052
Revenue
$2,741,762
Expenses
$1,859,751
Net income
$882,011
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$3.78$0.07$3.71$1.58$1.80$0.22
2018Detailed filing. Detailed filing data is available for this year.$3.76$0.01$3.75$1.69$1.90$0.21
2017Detailed filing. Detailed filing data is available for this year.$3.90$0.02$3.88$1.92$2.52$0.60
2016Detailed filing. Detailed filing data is available for this year.$4.45$0.03$4.41$2.74$1.86$0.88
2015Detailed filing. Detailed filing data is available for this year.$3.52$0.03$3.50$1.94$1.47$0.47
2014Detailed filing. Detailed filing data is available for this year.$3.05$0.05$3.00$1.72$1.45$0.27
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.60$0.02$2.58$1.37$1.22$0.15
2012Summary only. Only limited summary data is available for this year.$2.42$0.01$2.41$1.36$1.38$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.39$0.02$2.37$1.28
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.25$0.02$2.24$1.36