Civic Intelligence

Plumbers Local 521 Health & Welfare Fund

990 • Fiscal year 2014 • EIN 55-6035214

Oct 01, 2013 to Sep 30, 2014 • Filed on May 12, 2015

Organization ProfileNone

View Organization Page

3150 U S Route 6025545

(304) 525-0331

Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

Higher debt load relative to assets than 34% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

35th percentile

0.01x

Higher debt load relative to revenue than 35% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Net Margin

52nd percentile

3.0%

Higher net margin than 52% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Asset Growth

51st percentile

4.8%

Faster asset growth than 51% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$5,234,925

Up $240,681 (+4.8%) from 2013

Net Assets

Up

$5,218,746

Up $233,826 (+4.7%) from 2013

Liabilities

Up

$16,179

Up $6,855 (+74%) from 2013

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin52nd percentile

Revenue

$2,747,731

No earlier filing loaded for comparison.

Expenses

Up

$2,665,095

Up $430,275 (+19%) from 2013

Net Income

$82,636

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,226,004Liabilities 2010: $255,522Net Assets 2010: $3,970,4822010Assets 2011: $4,348,221Liabilities 2011: $22,620Net Assets 2011: $4,325,6012011Assets 2012: $4,756,956Liabilities 2012: $25,939Net Assets 2012: $4,731,0172012Assets 2013: $4,994,244Liabilities 2013: $9,324Net Assets 2013: $4,984,9202013Assets 2014: $5,234,925Liabilities 2014: $16,179Net Assets 2014: $5,218,7462014Assets 2015: $4,858,966Liabilities 2015: $8,909Net Assets 2015: $4,850,0572015Assets 2016: $4,040,055Liabilities 2016: $11,043Net Assets 2016: $4,029,0122016Assets 2017: $3,779,354Liabilities 2017: $22,598Net Assets 2017: $3,756,7562017Assets 2018: $3,546,891Liabilities 2018: $27,859Net Assets 2018: $3,519,0322018Assets 2019: $4,122,242Liabilities 2019: $53,751Net Assets 2019: $4,068,4912019Assets 2020: $3,588,835Liabilities 2020: $23,906Net Assets 2020: $3,564,9292020Assets 2021: $3,492,582Liabilities 2021: $23,350Net Assets 2021: $3,469,2322021Assets 2022: $3,063,554Liabilities 2022: $35,630Net Assets 2022: $3,027,9242022Assets 2023: $3,096,254Liabilities 2023: $14,253Net Assets 2023: $3,082,0012023Assets 2024: $4,221,329Liabilities 2024: $68,010Net Assets 2024: $4,153,3192024

Highlighted filing

2014

Assets$5,234,925
Liabilities$16,179
Net Assets$5,218,746
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $2,336,1592010Expenses 2011: $2,364,4422011Expenses 2012: $2,317,2882012Expenses 2013: $2,234,8202013Revenue 2014: $2,747,731Expenses 2014: $2,665,095Net Income 2014: $82,6362014Revenue 2015: $2,516,145Expenses 2015: $2,781,653Net Income 2015: -$265,5082015Revenue 2016: $2,197,829Expenses 2016: $3,075,215Net Income 2016: -$877,3862016Revenue 2017: $2,438,571Expenses 2017: $2,657,125Net Income 2017: -$218,5542017Revenue 2018: $2,481,960Expenses 2018: $2,597,169Net Income 2018: -$115,2092018Revenue 2019: $2,904,995Expenses 2019: $2,499,846Net Income 2019: $405,1492019Revenue 2020: $2,031,844Expenses 2020: $2,694,788Net Income 2020: -$662,9442020Revenue 2021: $2,553,277Expenses 2021: $2,660,090Net Income 2021: -$106,8132021Revenue 2022: $2,592,112Expenses 2022: $2,644,534Net Income 2022: -$52,4222022Revenue 2023: $2,859,187Expenses 2023: $2,856,096Net Income 2023: $3,0912023Revenue 2024: $3,287,226Expenses 2024: $2,477,596Net Income 2024: $809,6302024

Highlighted filing

2014

Revenue$2,747,731
Expenses$2,665,095
Net Income$82,636
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
May 12, 2015
Return Version
2013v4.0
Gross Receipts
$4,241,175
Mission and Program Overview

Mission

The purpose of the Trust Fund is to receive, preserve and invest contributions made by the employers as required by collective bargaining agreements, as well as direct employee payments, and to provide health and welfare beneftis for eligible participants.

Provide health and welfare benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,984,920$5,218,746▲ $233,826
Investments in Publicly Traded Securities$3,987,226$4,219,175▲ $231,949
Accounts Receivable$322,597$557,277▲ $234,680
Savings and Temporary Cash Investments$740,977$518,526▼ $222,451
Prepaid Expenses and Deferred Charges$1,750$2,138▲ $388
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Cash and Non-Interest-Bearing Accounts$-58,306$-62,191▼ $3,885
Total Assets$4,994,244$5,234,925▲ $240,681
Liabilities
Accounts Payable and Accrued Expenses$9,324$16,179▲ $6,855
Total Liabilities$9,324$16,179▲ $6,855
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,984,920$5,218,746▲ $233,826
Total Liabilities and Net Assets / Fund Balance$4,994,244$5,234,925▲ $240,681
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Frank R FergusonTrustee
James L JohnsonTrustee
James LeeTrustee
Ralph E MullinsTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
American Benefit CorporationAdministration-$294,364
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,677,462
Investment Income
$70,269
Other Revenue
$0
Change in Net Assets
$82,636
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$345,720
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$2,319,375--$2,319,375
Fees for Services Other$176,095--$176,095
Fees for Services Management$118,269--$118,269
Fees for Service Investment Mgmnt Fees$22,065--$22,065
Fees for Services Accounting$9,332--$9,332
Office Expenses$6,887--$6,887
Insurance$4,374--$4,374
Other Expenses$2,901--$2,901
Fees for Services Legal$2,313--$2,313
Conferences and Meetings$283--$283
Total Functional Expenses$2,665,095$0$0$2,665,095
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
No
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 A, line 7A

“Two trustees are designated by the Plumbers and Steamfitters Local Union No. 521. Two trustees are designated by the Huntington Plumbing-Heating-Cooling Contractors Association.”

Form 990, Part VI, Section B, line 11

“The Form will be reviewed by one trustee.”

Form 990, Part VI, Section C, line 19

“It is not the policy of the Fund to make any items public. Upon request, such items will be provided to the participants of the Fund, contributing employers and governmental agencies.”

Filing and Contact Details

Filer

EIN
55-6035214
Phone
3045250331

Signing Officer

Name
Ralph E Mullins
Title
Trustee
Phone
3045250331
Signed
2015-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ralph E Mullins
Formed
1964
Legal Domicile
Wv
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Preparer
Wallace B Harris CPA
Phone
3046975720
Raw XML Appendix301 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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IRS990/GrantsToOrganizationsInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Two trustees are designated by the Plumbers and Steamfitters Local Union No. 521. Two trustees are designated by the Huntington Plumbing-Heating-Cooling Contractors Association.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Form will be reviewed by one trustee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2It is not the policy of the Fund to make any items public. Upon request, such items will be provided to the participants of the Fund, contributing employers and governmental agencies.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
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ReturnHeader/Filer/USAddress/ZIPCode025545
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0550756523
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Harris Hardin & Company AC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10404 Ninth Street - Suite 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Huntington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode025701
ReturnHeader/PreparerPersonGrp/PhoneNum03046975720
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Wallace B Harris CPA
ReturnHeader/ReturnTs02015-05-12T15:27:45-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-10-01
ReturnHeader/TaxPeriodEndDt02014-09-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,234,925
Liabilities
$16,179
Net assets
$5,218,746
Revenue
$2,747,731
Expenses
$2,665,095
Net income
$82,636
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.22$0.07$4.15$3.29$2.48$0.81
2023Detailed filing. Detailed filing data is available for this year.$3.10$0.01$3.08$2.86$2.86$0.00
2022Detailed filing. Detailed filing data is available for this year.$3.06$0.04$3.03$2.59$2.64$0.05
2021Detailed filing. Detailed filing data is available for this year.$3.49$0.02$3.47$2.55$2.66$0.11
2020Detailed filing. Detailed filing data is available for this year.$3.59$0.02$3.56$2.03$2.69$0.66
2019Detailed filing. Detailed filing data is available for this year.$4.12$0.05$4.07$2.90$2.50$0.41
2018Detailed filing. Detailed filing data is available for this year.$3.55$0.03$3.52$2.48$2.60$0.12
2017Detailed filing. Detailed filing data is available for this year.$3.78$0.02$3.76$2.44$2.66$0.22
2016Detailed filing. Detailed filing data is available for this year.$4.04$0.01$4.03$2.20$3.08$0.88
2015Detailed filing. Detailed filing data is available for this year.$4.86$0.01$4.85$2.52$2.78$0.27
2014Detailed filing. Detailed filing data is available for this year.$5.23$0.02$5.22$2.75$2.67$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.99$0.01$4.98$2.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.76$0.03$4.73$2.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.35$0.02$4.33$2.36
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.23$0.26$3.97$2.34