Civic Intelligence

Bargaining Association Steelworkers Local 14614 Health & Welfare Fund

990 • Fiscal year 2023 • EIN 55-6064846

Jun 01, 2022 to May 31, 2023 • Filed on Apr 14, 2024

Organization Profile

View Organization Page

230 Lexington Green Circle Ste 400Lexington, KY 40503

(859) 226-1700

Siviq Scores

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

Liabilities / Assets

56th percentile

0.03x

Higher debt load relative to assets than 56% of similar nonprofits.

2023 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

48th percentile

0.02x

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

2023 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2023

Net Margin

72nd percentile

16%

Higher net margin than 72% of similar nonprofits.

2023 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

2023 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2023

Asset Growth

88th percentile

29%

Faster asset growth than 88% of similar nonprofits.

2023 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

52nd percentile

5.2%

Faster revenue growth than 52% of similar nonprofits.

2023 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$5,131,717

Up $1,162,826 (+29%) from 2022

Net Assets

Up

$4,968,983

Up $1,037,611 (+26%) from 2022

Liabilities

Up

$162,734

Up $125,215 (+334%) from 2022

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin72nd percentile

Revenue

Up

$7,237,781

Up $358,591 (+5.2%) from 2022

Expenses

Down

$6,074,304

Down $967,614 (-14%) from 2022

Net Income

Up

$1,163,477

Up $1,326,205 (+815%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $3,901,055Liabilities 2010: $30,113Net Assets 2010: $3,870,9422010Assets 2011: $4,962,432Liabilities 2011: $33,593Net Assets 2011: $4,928,8392011Assets 2012: $5,399,899Liabilities 2012: $30,221Net Assets 2012: $5,369,6782012Assets 2013: $4,595,875Liabilities 2013: $34,913Net Assets 2013: $4,560,9622013Assets 2014: $4,746,745Liabilities 2014: $42,522Net Assets 2014: $4,704,2232014Assets 2015: $6,205,178Liabilities 2015: $56,662Net Assets 2015: $6,148,5162015Assets 2016: $6,894,718Liabilities 2016: $46,613Net Assets 2016: $6,848,1052016Assets 2017: $6,691,425Liabilities 2017: $38,987Net Assets 2017: $6,652,4382017Assets 2018: $5,827,780Liabilities 2018: $39,324Net Assets 2018: $5,788,4562018Assets 2019: $4,657,982Liabilities 2019: $40,168Net Assets 2019: $4,617,8142019Assets 2020: $4,044,691Liabilities 2020: $41,566Net Assets 2020: $4,003,1252020Assets 2021: $4,507,777Liabilities 2021: $68,029Net Assets 2021: $4,439,7482021Assets 2022: $3,968,891Liabilities 2022: $37,519Net Assets 2022: $3,931,3722022Assets 2023: $5,131,717Liabilities 2023: $162,734Net Assets 2023: $4,968,9832023Assets 2024: $5,319,371Liabilities 2024: $160,680Net Assets 2024: $5,158,6912024

Highlighted filing

2023

Assets$5,131,717
Liabilities$162,734
Net Assets$4,968,983
Open 2023 Filing

Operations Trend

Revenue Growth52nd percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $3,293,7092010Expenses 2011: $3,711,1192011Expenses 2012: $3,986,3402012Expenses 2013: $4,967,9442013Revenue 2014: $5,620,538Expenses 2014: $5,469,473Net Income 2014: $151,0652014Revenue 2015: $7,672,105Expenses 2015: $6,315,491Net Income 2015: $1,356,6142015Revenue 2016: $7,835,508Expenses 2016: $7,041,860Net Income 2016: $793,6482016Revenue 2017: $8,483,215Expenses 2017: $8,770,913Net Income 2017: -$287,6982017Revenue 2018: $8,973,109Expenses 2018: $9,852,435Net Income 2018: -$879,3262018Revenue 2019: $8,335,949Expenses 2019: $9,522,791Net Income 2019: -$1,186,8422019Revenue 2020: $7,373,200Expenses 2020: $8,062,141Net Income 2020: -$688,9412020Revenue 2021: $6,660,533Expenses 2021: $6,505,926Net Income 2021: $154,6072021Revenue 2022: $6,879,190Expenses 2022: $7,041,918Net Income 2022: -$162,7282022Revenue 2023: $7,237,781Expenses 2023: $6,074,304Net Income 2023: $1,163,4772023Revenue 2024: $9,121,044Expenses 2024: $9,021,679Net Income 2024: $99,3652024

Highlighted filing

2023

Revenue$7,237,781
Expenses$6,074,304
Net Income$1,163,477
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Apr 14, 2024
Return Version
2022v5.0
Gross Receipts
$7,237,781
Mission and Program Overview

Mission

To provide health and welfare benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,931,372$4,968,983▲ $1,037,611
Investments in Publicly Traded Securities$2,672,039$3,196,595▲ $524,556
Accounts Receivable$479,189$849,941▲ $370,752
Cash and Non-Interest-Bearing Accounts$583,890$834,003▲ $250,113
Savings and Temporary Cash Investments$224,813$236,434▲ $11,621
Prepaid Expenses and Deferred Charges$2,038$3,510▲ $1,472
Total Assets$3,968,891$5,131,717▲ $1,162,826
Other Assets Total$6,922$11,234▲ $4,312
Liabilities
Other Liabilities-$110,264-
Accounts Payable and Accrued Expenses$37,519$52,470▲ $14,951
Total Liabilities$37,519$162,734▲ $125,215
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,931,372$4,968,983▲ $1,037,611
Total Liabilities and Net Assets / Fund Balance$3,968,891$5,131,717▲ $1,162,826
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
William G FaulkesChairman
Dick SmailesTrustee
James a SpadeTrustee
Matt FarleyTrustee
Randall T MooreTrustee
Ron BradyTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,160,100
Investment Income
$77,374
Other Revenue
$307
Change in Net Assets
$1,163,477

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,237,781
Total Revenue per Audited Statements
$7,237,781
Total Revenue per Form 990
$7,237,781
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$199,675
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---$5,874,629
Fees for Services Other---$184,235
Fees for Services Accounting---$9,000
Fees for Services Legal---$6,440
Total Functional Expenses$0$0$0$6,074,304

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,074,304
Total Expenses per Audited Statements$6,074,304
Total Expenses per Form 990$6,074,304
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unearned Revenue$110,264
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
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
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 form is reviewed by the contract administrator prior to its submission.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Bargaining Association Steelworkers
EIN
55-6064846
Phone
8592261700
Address
230 LEXINGTON GREEN CIRCLE STE 400, LEXINGTON, KY 40503

Signing Officer

Name
William G Faulkes
Title
Chairman
Phone
8592261700
Signed
2024-04-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William G Faulkes
Voting Board Members
6
Independent Board Members
0
Employees
0

Preparer

Firm
Frank N Hestand CPA Psc
Address
261 REGENCY CIR FL 1, LEXINGTON, KY 40503
Preparer
Frank N Hestand
Phone
8592763573
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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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IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03968891
IRS990/TotalAssetsEOYAmt05131717
IRS990/TotalAssetsGrp/BOYAmt03968891
IRS990/TotalAssetsGrp/EOYAmt05131717
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt06074304
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt037519
IRS990/TotalLiabilitiesEOYAmt0162734
IRS990/TotalLiabilitiesGrp/BOYAmt037519
IRS990/TotalLiabilitiesGrp/EOYAmt0162734
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IRS990/TotalProgramServiceRevenueAmt07160100
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07237781
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07237781
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03968891
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05131717
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0333 WEST VINE STREET
IRS990/USAddress/CityNm0LEXINGTON
IRS990/USAddress/StateAbbreviationCd0KY
IRS990/USAddress/ZIPCd040507
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM G FAULKES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum08592261700
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARGAINING ASSOCIATION STEELWORKERS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LOCAL 14614 HEALTH & WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0BARG
ReturnHeader/Filer/EIN0556064846
ReturnHeader/Filer/PhoneNum08592261700
ReturnHeader/Filer/USAddress/AddressLine1Txt0230 LEXINGTON GREEN CIRCLE STE 400
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040503
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611336870
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRANK N HESTAND CPA PSC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0261 REGENCY CIR FL 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEXINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040503
ReturnHeader/PreparerPersonGrp/PhoneNum08592763573
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANK N HESTAND
ReturnHeader/ReturnTs02024-04-15T09:24:55-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FAULKES
ReturnHeader/TaxPeriodBeginDt02022-06-01
ReturnHeader/TaxPeriodEndDt02023-05-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,131,717
Liabilities
$162,734
Net assets
$4,968,983
Revenue
$7,237,781
Expenses
$6,074,304
Net income
$1,163,477
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.32$0.16$5.16$9.12$9.02$0.10
2023Detailed filing. Detailed filing data is available for this year.$5.13$0.16$4.97$7.24$6.07$1.16
2022Detailed filing. Detailed filing data is available for this year.$3.97$0.04$3.93$6.88$7.04$0.16
2021Detailed filing. Detailed filing data is available for this year.$4.51$0.07$4.44$6.66$6.51$0.15
2020Detailed filing. Detailed filing data is available for this year.$4.04$0.04$4.00$7.37$8.06$0.69
2019Detailed filing. Detailed filing data is available for this year.$4.66$0.04$4.62$8.34$9.52$1.19
2018Detailed filing. Detailed filing data is available for this year.$5.83$0.04$5.79$8.97$9.85$0.88
2017Detailed filing. Detailed filing data is available for this year.$6.69$0.04$6.65$8.48$8.77$0.29
2016Detailed filing. Detailed filing data is available for this year.$6.89$0.05$6.85$7.84$7.04$0.79
2015Detailed filing. Detailed filing data is available for this year.$6.21$0.06$6.15$7.67$6.32$1.36
2014Detailed filing. Detailed filing data is available for this year.$4.75$0.04$4.70$5.62$5.47$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.60$0.03$4.56$4.97
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.40$0.03$5.37$3.99
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.96$0.03$4.93$3.71
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.90$0.03$3.87$3.29