Civic Intelligence

Laborers District Council of Virginia Health and Welfare Fund

990 • Fiscal year 2020 • EIN 54-6070422

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization ProfileN/A

View Organization Page

PO Box 13487Roanoke, VA 24034

(540) 345-7735

Siviq Scores

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

Liabilities / Assets

45th percentile

0.00x

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

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

48th percentile

0.00x

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

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Net Margin

25th percentile

-7.2%

Higher net margin than 25% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Asset Growth

47th percentile

5.0%

Faster asset growth than 47% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

25th percentile

-17%

Faster revenue growth than 25% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$4,622,467

Up $218,878 (+5.0%) from 2019

Net Assets

Up

$4,620,371

Up $218,685 (+5.0%) from 2019

Liabilities

Up

$2,096

Up $193 (+10%) from 2019

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin25th percentile

Revenue

Down

$1,475,052

Down $295,883 (-17%) from 2019

Expenses

Down

$1,581,978

Down $632,384 (-29%) from 2019

Net Income

Up

-$106,926

Up $336,501 (+76%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,041,426Liabilities 2010: $22,978Net Assets 2010: $4,018,4482010Assets 2011: $3,858,697Liabilities 2011: $23,030Net Assets 2011: $3,835,6672011Assets 2012: $3,838,603Liabilities 2012: $37,153Net Assets 2012: $3,801,4502012Assets 2013: $4,623,704Liabilities 2013: $29,109Net Assets 2013: $4,594,5952013Assets 2014: $4,935,330Liabilities 2014: $20,560Net Assets 2014: $4,914,7702014Assets 2015: $4,427,075Liabilities 2015: $25,371Net Assets 2015: $4,401,7042015Assets 2016: $4,459,977Liabilities 2016: $12,316Net Assets 2016: $4,447,6612016Assets 2017: $4,767,445Liabilities 2017: $4,985Net Assets 2017: $4,762,4602017Assets 2018: $4,340,213Liabilities 2018: $6,893Net Assets 2018: $4,333,3202018Assets 2019: $4,403,589Liabilities 2019: $1,903Net Assets 2019: $4,401,6862019Assets 2020: $4,622,467Liabilities 2020: $2,096Net Assets 2020: $4,620,3712020Assets 2021: $4,743,181Liabilities 2021: $21,648Net Assets 2021: $4,721,5332021Assets 2022: $3,784,692Liabilities 2022: $6,442Net Assets 2022: $3,778,2502022Assets 2023: $4,139,734Liabilities 2023: $17,998Net Assets 2023: $4,121,7362023Assets 2024: $3,291,400Liabilities 2024: $573Net Assets 2024: $3,290,8272024

Highlighted filing

2020

Assets$4,622,467
Liabilities$2,096
Net Assets$4,620,371
Open 2020 Filing

Operations Trend

Revenue Growth25th percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $1,368,8122010Expenses 2011: $1,533,4912011Expenses 2012: $1,617,5142012Revenue 2013: $1,778,511Expenses 2013: $971,031Net Income 2013: $807,4802013Revenue 2014: $1,746,686Expenses 2014: $1,310,474Net Income 2014: $436,2122014Revenue 2015: $1,639,341Expenses 2015: $1,915,621Net Income 2015: -$276,2802015Revenue 2016: $1,558,641Expenses 2016: $1,506,753Net Income 2016: $51,8882016Revenue 2017: $1,581,856Expenses 2017: $1,606,456Net Income 2017: -$24,6002017Revenue 2018: $1,958,790Expenses 2018: $1,910,784Net Income 2018: $48,0062018Revenue 2019: $1,770,935Expenses 2019: $2,214,362Net Income 2019: -$443,4272019Revenue 2020: $1,475,052Expenses 2020: $1,581,978Net Income 2020: -$106,9262020Revenue 2021: $1,622,209Expenses 2021: $1,682,096Net Income 2021: -$59,8872021Revenue 2022: $1,752,339Expenses 2022: $1,903,451Net Income 2022: -$151,1122022Revenue 2023: $1,862,295Expenses 2023: $1,746,967Net Income 2023: $115,3282023Revenue 2024: $1,390,002Expenses 2024: $2,440,942Net Income 2024: -$1,050,9402024

Highlighted filing

2020

Revenue$1,475,052
Expenses$1,581,978
Net Income-$106,926
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.0
Gross Receipts
$2,870,991
Mission and Program Overview

Mission

To provide medical, hospital, vision, prescription, temporary disability, and death benefits to eligible employees and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,401,686$4,620,371▲ $218,685
Investments in Publicly Traded Securities$3,527,080$4,146,115▲ $619,035
Cash and Non-Interest-Bearing Accounts$88,893$272,041▲ $183,148
Accounts Receivable$771,564$137,945▼ $633,619
Savings and Temporary Cash Investments$14,030$61,682▲ $47,652
Prepaid Expenses and Deferred Charges$2,022$4,684▲ $2,662
Total Assets$4,403,589$4,622,467▲ $218,878
Liabilities
Accounts Payable and Accrued Expenses$1,903$2,096▲ $193
Total Liabilities$1,903$2,096▲ $193
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,401,686$4,620,371▲ $218,685
Total Liabilities and Net Assets / Fund Balance$4,403,589$4,622,467▲ $218,878
Compensation and Service Providers
Top Officer Pay56th percentile

Board Members and Trustees

NameTitle
John R WeaverChairman
Peter B Easton JrCo-chairman
Chris DonnellyTrustee
Livingston MyersTrustee
Mathew MccomasTrustee
Robert W HedrickTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,327,643
Investment Income
$147,409
Other Revenue
$0
Change in Net Assets
$-106,926

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,444,455
Revenue Not Reported on Financial Statements
$30,597
Revenue Not Reported on Form 990
$325,611
Total Revenue per Audited Statements
$1,770,066
Total Revenue per Form 990
$1,475,052
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$491,691
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---$1,090,287
Fees for Services Other---$174,381
Fees for Services Management---$112,200
Fees for Service Investment Mgmnt Fees---$30,597
Fees for Services Accounting---$18,102
Fees for Services Legal---$5,100
Office Expenses---$3,969
Other Expenses---$3,845
Conferences and Meetings---$231
Total Functional Expenses$0$0$0$1,581,978

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,581,978
Expenses per Audited Statements$1,551,381
Total Expenses per Audited Statements$1,551,381
Expenses Not Reported on Financial Statements$30,597
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 35% controlled entity
No
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“A copy of the form 990 is e-mailed to each trustee for review prior to filing.”

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

“Conflicts are disclosed during trustee meetings, if a conflict arises the trustee abstains from voting.”

Form 990, Page 6, Part VI, Line 15A

“This question does not apply for this organization, as these positions do not exist.”

Form 990, Page 6, Part VI, Line 19

“Summary plan descriptions and summary annual reports are mailed to all participants. All other governing documents, policies, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Laborers District Council of
EIN
54-6070422
Phone
5403457735
Address
PO BOX 13487, ROANOKE, VA 24034

Signing Officer

Name
John R Weaver
Title
Chairman
Phone
8005526972
Signed
2021-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John R Weaver
Formed
1967
Legal Domicile
Va
Voting Board Members
6
Independent Board Members
6
Employees
2

Preparer

Firm
Anderson & Reed Llp
Address
1515 FRANKLIN RD SW, ROANOKE, VA 24016-5206
Preparer
Martha K Boone
Phone
5403444333
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Medical, hospital, vision, prescription, temporary disability, and death benefits provided to eligible empoyees and their dependents.”

Form 990, Part V

“Line 1a, number reported in box 3 of form 1096: the fund provided 3 1099-nec and 7 1099-misc to service providers, and 6 1099r to participants receiving benefits. Line 2a, number reported on form w-3: the fund has no employees. W-2's were provided to participants receiving disability payments.”

Form 990, Part IX, Line 11G

“Claims admin & processing 109,587 0 0 actuarial fees 64,794 0 0 total 174,381 0 0”

Raw XML Appendix340 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEDICAL, HOSPITAL, VISION, PRESCRIPTION, TEMPORARY DISABILITY, AND DEATH BENEFITS PROVIDED TO ELIGIBLE EMPOYEES AND THEIR DEPENDENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LINE 1A, NUMBER REPORTED IN BOX 3 OF FORM 1096: THE FUND PROVIDED 3 1099-NEC AND 7 1099-MISC TO SERVICE PROVIDERS, AND 6 1099R TO PARTICIPANTS RECEIVING BENEFITS. LINE 2A, NUMBER REPORTED ON FORM W-3: THE FUND HAS NO EMPLOYEES. W-2'S WERE PROVIDED TO PARTICIPANTS RECEIVING DISABILITY PAYMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE FORM 990 IS E-MAILED TO EACH TRUSTEE FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONFLICTS ARE DISCLOSED DURING TRUSTEE MEETINGS, IF A CONFLICT ARISES THE TRUSTEE ABSTAINS FROM VOTING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THIS QUESTION DOES NOT APPLY FOR THIS ORGANIZATION, AS THESE POSITIONS DO NOT EXIST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SUMMARY PLAN DESCRIPTIONS AND SUMMARY ANNUAL REPORTS ARE MAILED TO ALL PARTICIPANTS. ALL OTHER GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CLAIMS ADMIN & PROCESSING 109,587 0 0 ACTUARIAL FEES 64,794 0 0 TOTAL 174,381 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART V
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
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IRS990/SchoolOperatingInd0false
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01581978
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01903
IRS990/TotalLiabilitiesEOYAmt02096
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IRS990/TotalLiabilitiesGrp/EOYAmt02096
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IRS990/TotalProgramServiceRevenueAmt01327643
IRS990/TotalRevenueGrp/ExclusionAmt081726
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01393326
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01475052
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04403589
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04622467
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN R WEAVER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum08005526972
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LABORERS DISTRICT COUNCIL OF
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSON & REED LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01515 FRANKLIN RD SW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROANOKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0240165206
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ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARTHA K BOONE
ReturnHeader/ReturnTs02021-11-15T09:03:48-06:00
ReturnHeader/ReturnTypeCd0990
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ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,622,467
Liabilities
$2,096
Net assets
$4,620,371
Revenue
$1,475,052
Expenses
$1,581,978
Net income
-$106,926
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$1.39$2.44$1.05
2023Detailed filing. Detailed filing data is available for this year.$4.14$0.02$4.12$1.86$1.75$0.12
2022Detailed filing. Detailed filing data is available for this year.$3.78$0.01$3.78$1.75$1.90$0.15
2021Detailed filing. Detailed filing data is available for this year.$4.74$0.02$4.72$1.62$1.68$0.06
2020Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$1.48$1.58$0.11
2019Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$1.77$2.21$0.44
2018Detailed filing. Detailed filing data is available for this year.$4.34$0.01$4.33$1.96$1.91$0.05
2017Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.76$1.58$1.61$0.02
2016Detailed filing. Detailed filing data is available for this year.$4.46$0.01$4.45$1.56$1.51$0.05
2015Detailed filing. Detailed filing data is available for this year.$4.43$0.03$4.40$1.64$1.92$0.28
2014Detailed filing. Detailed filing data is available for this year.$4.94$0.02$4.91$1.75$1.31$0.44
2013Detailed filing. Detailed filing data is available for this year.$4.62$0.03$4.59$1.78$0.97$0.81
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.84$0.04$3.80$1.62
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.86$0.02$3.84$1.53
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.04$0.02$4.02$1.37