Civic Intelligence

Rodman Local 201 Welfare Fund Union 201 Welfare Fund

990 • Fiscal year 2018 • EIN 52-6038517

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 29, 2019

3 Gateway Ctr 401 Liberty No 1200Pittsburgh, PA 15222

(301) 839-8800

Siviq Scores

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

Liabilities / Assets

44th percentile

0.00x

Higher debt load relative to assets than 44% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

45th percentile

0.00x

Higher debt load relative to revenue than 45% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Net Margin

19th percentile

-12%

Higher net margin than 19% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

59th percentile

$1,800

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Asset Growth

39th percentile

-3.7%

Faster asset growth than 39% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

21st percentile

-12%

Faster revenue growth than 21% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$3,758,995

Down $143,420 (-3.7%) from 2017

Net Assets

Down

$3,752,803

Down $130,781 (-3.4%) from 2017

Liabilities

Down

$6,192

Down $12,639 (-67%) from 2017

Revenue

Down

$1,694,344

Down $221,213 (-12%) from 2017

Expenses

Down

$1,900,370

Down $618,330 (-25%) from 2017

Net Income

Up

-$206,026

Up $397,117 (+66%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$3,758,995
Liabilities$6,192
Net Assets$3,752,803

Operations Trend

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

2018

Revenue$1,694,344
Expenses$1,900,370
Net Income-$206,026
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 29, 2019
Return Version
2017v2.3
Gross Receipts
$4,170,827
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$3,883,584$3,752,803▼ $130,781
Investments in Publicly Traded Securities$2,425,495$2,259,084▼ $166,411
Investments Other Securities$1,036,269$1,030,130▼ $6,139
Cash and Non-Interest-Bearing Accounts$165,057$220,937▲ $55,880
Accounts Receivable$222,272$188,584▼ $33,688
Savings and Temporary Cash Investments$52,209$59,091▲ $6,882
Prepaid Expenses and Deferred Charges$1,113$1,169▲ $56
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$3,902,415$3,758,995▼ $143,420
Liabilities
Accounts Payable and Accrued Expenses$18,831$6,192▼ $12,639
Total Liabilities$18,831$6,192▼ $12,639
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,883,584$3,752,803▼ $130,781
Total Liabilities and Net Assets / Fund Balance$3,902,415$3,758,995▼ $143,420

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,030,130--
Compensation and Service Providers

Employees

NameTitleOtherTotal
Gary ArmstrongTrustee$1,800$1,800

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
ZenithTpa1200 3 GATEWAY CENTER, Pittsburgh, PA 21279$132,642
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,630,980
Investment Income
$63,364
Other Revenue
$0
Change in Net Assets
$-206,026

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,678,452
Revenue Not Reported on Financial Statements
$15,892
Revenue Not Reported on Form 990
$75,245
Total Revenue per Audited Statements
$1,753,697
Total Revenue per Form 990
$1,694,344
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$248,713
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---$1,651,657
Fees for Services Management---$130,164
Fees for Services Other---$27,225
Fees for Services Legal---$25,923
Fees for Service Investment Mgmnt Fees---$15,892
Fees for Services Accounting---$11,389
Insurance---$8,449
Conferences and Meetings---$3,935
Office Expenses---$3,292
Other Expenses---$150
Total Functional Expenses$0$0$0$1,900,370

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,900,370
Expenses per Audited Statements$1,884,478
Total Expenses per Audited Statements$1,884,478
Expenses Not Reported on Financial Statements$15,892
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 11B

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
3 GATEWAY CTR 401 LIBERTY NO 1200, PITTSBURGH, PA 15222

Signing Officer

Name
Kendall Martin
Title
Trustee
Phone
3018398800
Signed
2019-04-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kendall Martin
Formed
1950
Legal Domicile
Md
Voting Board Members
6
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Calibre CPA Group Pllc
Address
7501 WISCONSIN AVENUE, BETHESDA, MD 20814
Preparer
Peter P Osman CPA
Phone
2023319880
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 430 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt018831
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt06192
IRS990/AccountsReceivableGrp/BOYAmt0222272
IRS990/AccountsReceivableGrp/EOYAmt0188584
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE HEALTH & WELFARE BENEFITS
IRS990/AddressChangeInd0X
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt01651657
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ZENITH AMERICAN SOLUTIONS
IRS990/BooksInCareOfDetail/PhoneNum03018398800
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03 GATEWAY CENTER 401 LIBERTY AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0PITTSBURGH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd015222
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt03883584
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt03752803
IRS990/CashNonInterestBearingGrp/BOYAmt0165057
IRS990/CashNonInterestBearingGrp/EOYAmt0220937
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt03935
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0132642
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01200 3 GATEWAY CENTER
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0PITTSBURGH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0PA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd021279
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0ZENITH
IRS990/ContractorCompensationGrp/ServicesDesc0TPA
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt01651657
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt063364
IRS990/CYOtherExpensesAmt0248713
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01630980
IRS990/CYRevenuesLessExpensesAmt0-206026
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01900370
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01694344
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PAID WELFARE BENEFITS FOR LOCAL 201 MEMBERS AND THEIR FAMILIES.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt011389
IRS990/FeesForServicesLegalGrp/TotalAmt025923
IRS990/FeesForServicesManagementGrp/TotalAmt0130164
IRS990/FeesForServicesOtherGrp/TotalAmt027225
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt015892
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt540.00
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/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0KENDALL MARTIN
IRS990/Form990PartVIISectionAGrp/PersonNm1ROBERT MIGLIACCIO
IRS990/Form990PartVIISectionAGrp/PersonNm2KEVIN MCVEIGH
IRS990/Form990PartVIISectionAGrp/PersonNm3KENNETH WOOD
IRS990/Form990PartVIISectionAGrp/PersonNm4JAMES AYERSMAN
IRS990/Form990PartVIISectionAGrp/PersonNm5GARY ARMSTRONG
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt51800
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01950
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-20657
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02455826
IRS990/GrossReceiptsAmt04170827
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt08449
IRS990/InvestmentIncomeGrp/ExclusionAmt084021
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt084021
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01036269
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01030130
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02425495
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02259084
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MD
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02476483
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PAID WELFARE BENEFITS FOR LOCAL 201 MEMBERS AND THEIR FAMILIES
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03883584
IRS990/NetAssetsOrFundBalancesEOYAmt03752803
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-20657
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-20657
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt075245
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt03292
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0COST CONTAINMENT / UTIL
IRS990/OtherExpensesGrp/Desc1DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2ACA FEES
IRS990/OtherExpensesGrp/Desc3BANK FEES
IRS990/OtherExpensesGrp/TotalAmt020206
IRS990/OtherExpensesGrp/TotalAmt11180
IRS990/OtherExpensesGrp/TotalAmt2908
IRS990/OtherExpensesGrp/TotalAmt3150
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01113
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01169
IRS990/PrincipalOfficerNm0KENDALL MARTIN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1SELF-PAY CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01245152
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1385828
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01245152
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1385828
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt02236739
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt070097
IRS990/PYOtherExpensesAmt0281961
IRS990/PYOtherRevenueAmt069304
IRS990/PYProgramServiceRevenueAmt01776156
IRS990/PYRevenuesLessExpensesAmt0-603143
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02518700
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01915557
IRS990/ReconcilationRevenueExpnssAmt0-206026
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt052209
IRS990/SavingsAndTempCashInvstGrp/EOYAmt059091
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt015892
IRS990ScheduleD/ExpensesSubtotalAmt01884478
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt015892
IRS990ScheduleD/InvestmentExpensesNotIncldAmt015892
IRS990ScheduleD/NetUnrealizedGainsInvstAmt075245
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01030130
IRS990ScheduleD/OtherSecuritiesGrp/Desc0AFL-CIO HOUSING INVESTMENT TRUST
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt075245
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt015892
IRS990ScheduleD/RevenueSubtotalAmt01678452
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:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt01030130
IRS990ScheduleD/TotalExpensesPerForm990Amt01900370
IRS990ScheduleD/TotalRevenuePerForm990Amt01694344
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01753697
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01884478
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
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 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0526038517
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0MD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0PLAN SPONSOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0BULLDOG CONSTRUCTION INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1CLARKKIEWIT III AJV
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2D BYORICK STEEL INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3GENESIS STEEL SERVICE INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4KIEWIT FEDERAL GROUP INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5PEVARNIK BROTHERS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6PRINCE CONSTRUCTION COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7BOARD OF TRUSTEES - RODMAN LOCAL 201 WELFARE FUND
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8CAPITAL CONSTRUCTION ENTERPRISES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9CONTRACT DESIGN & DEVELOPMENT LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt10EASTERN STEEL CONSTRUCTORS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt11INTERNATIONAL CHIMNEY CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt12LB CONSTRUCTION ENTERPRISES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt13LYN-PHILL CONSTRUCTION LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt14SNC-LAVALIN CONSTRUCTORS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt15TIE STEEL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt06710 OXON HILL RD SUITE 450
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0OXON HILL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0MD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd020745
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0CLARK CONSTRUCTION GROUP LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt1SUNCOAST POST-TENSION LP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt3NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0RODMAN LOCAL UNION 201 PENSION FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1RODMAN LOCAL UNION 201 VACATION FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2IRON WORKERS LOCAL UNION 5 APPRENTICE FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3IRON WORKERS LOCAL UNION 5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0526112947
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1237411054
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2475140865
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3530088285
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0401(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1MD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2MD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3MD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PENSION BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1VACATION BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2APPRENTICE TRAINING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3LABOR UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt06710 OXON HILL RD SUITE 450
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt16710 OXON HILL RD SUITE 450
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt29100 OLD MARLBORO PIKE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt39100 OLD MARLBORO PIKE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0OXON HILL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1OXON HILL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2UPPER MARLBORO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3UPPER MARLBORO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1MD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2MD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3MD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd020145
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd120145
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd220772
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd320772
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03902415
IRS990/TotalAssetsEOYAmt03758995
IRS990/TotalAssetsGrp/BOYAmt03902415
IRS990/TotalAssetsGrp/EOYAmt03758995
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01900370
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt018831
IRS990/TotalLiabilitiesEOYAmt06192
IRS990/TotalLiabilitiesGrp/BOYAmt018831
IRS990/TotalLiabilitiesGrp/EOYAmt06192
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03883584
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03752803
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt01630980
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt063364
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01630980
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01694344
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03902415
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03758995
IRS990/TotReportableCompRltdOrgAmt01800
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03 GATEWAY CTR 401 LIBERTY NO 1200
IRS990/USAddress/CityNm0PITTSBURGH
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd015222
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KENDALL MARTIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03018398800
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RODMAN LOCAL 201 WELFARE FUND

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings