Civic Intelligence

Plumbers & Steamfitters Local 577 Health and Welfare Fund

990 • Fiscal year 2017 • EIN 55-6097177

Sep 01, 2016 to Aug 31, 2017 • Filed on Jul 12, 2018

Organization Profile

View Organization Page

333 W Vine Street Rm/Ste 500Lexington, KY 40507

(859) 226-1700

Siviq Scores

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

Liabilities / Assets

39th percentile

0.01x

Higher debt load relative to assets than 39% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

37th percentile

0.01x

Higher debt load relative to revenue than 37% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Net Margin

55th percentile

6.7%

Higher net margin than 55% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Asset Growth

55th percentile

8.4%

Faster asset growth than 55% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

27th percentile

-2.6%

Faster revenue growth than 27% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$5,382,562

Up $415,933 (+8.4%) from 2016

Net Assets

Up

$5,347,810

Up $435,097 (+8.9%) from 2016

Liabilities

Down

$34,752

Down $19,164 (-36%) from 2016

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin55th percentile

Revenue

Down

$5,573,240

Down $150,428 (-2.6%) from 2016

Expenses

Up

$5,198,132

Up $679,117 (+15%) from 2016

Net Income

Down

$375,108

Down $829,545 (-69%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,804,188Liabilities 2010: $31,057Net Assets 2010: $2,773,1312010Assets 2011: $1,947,333Liabilities 2011: $45,287Net Assets 2011: $1,902,0462011Assets 2012: $889,322Liabilities 2012: $371,619Net Assets 2012: $517,7032012Assets 2013: $1,885,034Liabilities 2013: $346,958Net Assets 2013: $1,538,0762013Assets 2014: $3,118,017Liabilities 2014: $240,067Net Assets 2014: $2,877,9502014Assets 2015: $3,810,639Liabilities 2015: $111,262Net Assets 2015: $3,699,3772015Assets 2016: $4,966,629Liabilities 2016: $53,916Net Assets 2016: $4,912,7132016Assets 2017: $5,382,562Liabilities 2017: $34,752Net Assets 2017: $5,347,8102017Assets 2018: $5,236,557Liabilities 2018: $54,471Net Assets 2018: $5,182,0862018Assets 2019: $5,550,102Liabilities 2019: $71,608Net Assets 2019: $5,478,4942019Assets 2020: $5,308,166Liabilities 2020: $61,088Net Assets 2020: $5,247,0782020Assets 2021: $4,622,408Liabilities 2021: $60,878Net Assets 2021: $4,561,5302021Assets 2022: $4,317,190Liabilities 2022: $259,730Net Assets 2022: $4,057,4602022Assets 2023: $3,912,686Liabilities 2023: $96,511Net Assets 2023: $3,816,1752023Assets 2024: $4,230,432Liabilities 2024: $27,726Net Assets 2024: $4,202,7062024

Highlighted filing

2017

Assets$5,382,562
Liabilities$34,752
Net Assets$5,347,810
Open 2017 Filing

Operations Trend

Revenue Growth27th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $8,293,8772010Expenses 2011: $6,593,2122011Expenses 2012: $6,362,9462012Revenue 2013: $5,889,132Expenses 2013: $4,868,192Net Income 2013: $1,020,9402013Revenue 2014: $6,426,891Expenses 2014: $5,106,657Net Income 2014: $1,320,2342014Revenue 2015: $5,932,794Expenses 2015: $5,030,992Net Income 2015: $901,8022015Revenue 2016: $5,723,668Expenses 2016: $4,519,015Net Income 2016: $1,204,6532016Revenue 2017: $5,573,240Expenses 2017: $5,198,132Net Income 2017: $375,1082017Revenue 2018: $5,229,581Expenses 2018: $5,362,624Net Income 2018: -$133,0432018Revenue 2019: $6,132,229Expenses 2019: $5,911,513Net Income 2019: $220,7162019Revenue 2020: $6,109,505Expenses 2020: $6,525,004Net Income 2020: -$415,4992020Revenue 2021: $5,832,446Expenses 2021: $6,690,270Net Income 2021: -$857,8242021Revenue 2022: $6,494,600Expenses 2022: $6,511,385Net Income 2022: -$16,7852022Revenue 2023: $6,474,696Expenses 2023: $6,698,476Net Income 2023: -$223,7802023Revenue 2024: $7,114,897Expenses 2024: $6,918,736Net Income 2024: $196,1612024

Highlighted filing

2017

Revenue$5,573,240
Expenses$5,198,132
Net Income$375,108
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Jul 12, 2018
Return Version
2016v3.1
Gross Receipts
$5,573,240
Mission and Program Overview

Mission

Provision of health and welfare benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,879,218$4,519,603▲ $640,385
Accounts Receivable$478,215$602,255▲ $124,040
Savings and Temporary Cash Investments$607,863$259,402▼ $348,461
Prepaid Expenses and Deferred Charges$1,333$1,302▼ $31
Total Assets$4,966,629$5,382,562▲ $415,933
Liabilities
Accounts Payable and Accrued Expenses$53,916$34,752▼ $19,164
Total Liabilities$53,916$34,752▼ $19,164
Net Assets / Fund Balance
Unrestricted Net Assets$4,912,713$5,347,810▲ $435,097
Total Net Assets Fund Balance$4,912,713$5,347,810▲ $435,097
Total Liabilities and Net Assets / Fund Balance$4,966,629$5,382,562▲ $415,933
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Bobby EvansTrustee
Darrell StapletonTrustee
Mike StapletonTrustee
Robert ColeTrustee
Scott BenderTrustee
William SpriggsTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
UmrContr/clms Adm333 WEST VINE STREET, Lexington, KY 40507$304,611
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,433,252
Investment Income
$127,744
Other Revenue
$12,244
Change in Net Assets
$375,108
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$351,521
Salaries, Compensation, and Employee Benefits$19,462
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$4,827,149
All Other Expenses---$26,887
Other Expenses---$19,825
Other Salaries and Wages---$19,462
Fees for Services Accounting---$9,000
Occupancy---$4,800
Conferences and Meetings---$1,284
Total Functional Expenses$0$0$0$5,198,132
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
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 contract admnistrator reviews the form 990 prior to its submission.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Plumbers & Steamfitters Local 577
EIN
55-6097177
Phone
8592261700
Address
333 W VINE STREET RM/STE 500, LEXINGTON, KY 40507

Signing Officer

Name
Robert Cole
Title
Trustee
Phone
7403543243
Signed
2018-07-12

Organization Details

Principal Officer
Robert Cole
Voting Board Members
6
Independent Board Members
6
Employees
1

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/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd19N/A
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd24N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd25N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd26N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd27N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd28N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd29N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd30N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd31N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd32N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0BHI ENERGY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1MORSEY CONSTRUCTORS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2AJ STOCKMEISTER INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3MCGRAWS PLUMBING LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4AP COMPOWER INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5BB&E INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6BOWEN ENGINEERING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7CHERNE CONTRACTING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8CORVAL CONSTRUCTORS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9DEBRA KUEMPEL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt10ENERFAB CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt11FLUOR CONSTRUCTORS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt12GEIGER BROS MECHANICAL CONTRACTORS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt13J&J GENERAL MAINTENANCE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt14LIMBACH COM
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt15MECHANICAL CONSTRUCTION CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt16MID-ATLANTIC CONSTRUCTION INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt17OHIO STATE PLUMBERS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt18AIRCO WELDING SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt19OHIO VALLEY VENEER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt20PIONEER PIPE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt21PIPE TRADES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt22PL & PIPE 577 APPRENTICE PROG
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt23PLUMBERS 577 ADMIN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt24SAUER INDUSTRIAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt25SHAMBAUGH & SONDS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt26CBI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt27TRI-AMERICA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt28UNITED CONSTRUCTION CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt29KIEWIT ENERGY GROUP INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt30PROFESSIONAL CONSTRUCTION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt31WISE SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt32N ROCKY MNT PT
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04966629
IRS990/TotalAssetsEOYAmt05382562
IRS990/TotalAssetsGrp/BOYAmt04966629
IRS990/TotalAssetsGrp/EOYAmt05382562
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt05198132
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt053916
IRS990/TotalLiabilitiesEOYAmt034752
IRS990/TotalLiabilitiesGrp/BOYAmt053916
IRS990/TotalLiabilitiesGrp/EOYAmt034752
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04912713
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05347810
IRS990/TotalProgramServiceRevenueAmt05433252
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05573240
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05573240
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04966629
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05382562
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt04912713
IRS990/UnrestrictedNetAssetsGrp/EOYAmt05347810
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT COLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07403543243
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLUMBERS & STEAMFITTERS LOCAL 577
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH AND WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0PLUM
ReturnHeader/Filer/EIN0556097177
ReturnHeader/Filer/PhoneNum08592261700
ReturnHeader/Filer/USAddress/AddressLine1Txt0333 W VINE STREET RM/STE 500
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040507
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FFBB55BF6945E6CE6A9C4F69838C2CEB4806616B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A27A31866E24CC06D27FCF075515C154467077ED
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/PreparationDt02018-07-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANK N HESTAND
ReturnHeader/ReturnTs02018-07-12T12:06:46-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,382,562
Liabilities
$34,752
Net assets
$5,347,810
Revenue
$5,573,240
Expenses
$5,198,132
Net income
$375,108
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.23$0.03$4.20$7.11$6.92$0.20
2023Detailed filing. Detailed filing data is available for this year.$3.91$0.10$3.82$6.47$6.70$0.22
2022Detailed filing. Detailed filing data is available for this year.$4.32$0.26$4.06$6.49$6.51$0.02
2021Detailed filing. Detailed filing data is available for this year.$4.62$0.06$4.56$5.83$6.69$0.86
2020Detailed filing. Detailed filing data is available for this year.$5.31$0.06$5.25$6.11$6.53$0.42
2019Detailed filing. Detailed filing data is available for this year.$5.55$0.07$5.48$6.13$5.91$0.22
2018Detailed filing. Detailed filing data is available for this year.$5.24$0.05$5.18$5.23$5.36$0.13
2017Detailed filing. Detailed filing data is available for this year.$5.38$0.03$5.35$5.57$5.20$0.38
2016Detailed filing. Detailed filing data is available for this year.$4.97$0.05$4.91$5.72$4.52$1.20
2015Detailed filing. Detailed filing data is available for this year.$3.81$0.11$3.70$5.93$5.03$0.90
2014Detailed filing. Detailed filing data is available for this year.$3.12$0.24$2.88$6.43$5.11$1.32
2013Summary only. Only limited summary data is available for this year.$1.89$0.35$1.54$5.89$4.87$1.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.37$0.52$6.36
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.95$0.05$1.90$6.59
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.80$0.03$2.77$8.29