Civic Intelligence

Atlanta Plumbers & Steamfitters

EIN 58-0625978 • 501(c)9 • Pembroke Pines, FL

Profile

To provide health insurance benefits to/for eligible participants

2010 NW 150th AvePembroke Pines, FL 33028

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

37th percentile

0.01x

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

501(c)9 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.01x

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

501(c)9 • $100M-$250M nonprofits • Source year 2024

Net Margin

78th percentile

22%

Higher net margin than 78% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

56th percentile

$116,327

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Asset Growth

88th percentile

20%

Faster asset growth than 88% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

77th percentile

17%

Faster revenue growth than 77% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$62,221,817

Up $10,581,547 (+20%) from 2023

Liabilities

Up

$427,795

Up $131,996 (+45%) from 2023

Net Assets

Up

$61,794,022

Up $10,449,551 (+20%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin78th percentile

Revenue

Up

$44,368,880

Up $6,469,216 (+17%) from 2023

Expenses

Up

$34,772,615

Up $5,100,956 (+17%) from 2023

Net Income

Up

$9,596,265

Up $1,368,260 (+17%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth88th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80M$60M$40M$20M$0Assets 2010: $28,019,841Liabilities 2010: $495,903Net Assets 2010: $27,523,9382010Assets 2011: $26,190,919Liabilities 2011: $587,653Net Assets 2011: $25,603,2662011Assets 2012: $20,751,918Liabilities 2012: $177,816Net Assets 2012: $20,574,1022012Assets 2013: $19,874,251Liabilities 2013: $237,173Net Assets 2013: $19,637,0782013Assets 2014: $19,420,859Liabilities 2014: $651,727Net Assets 2014: $18,769,1322014Assets 2015: $14,462,043Liabilities 2015: $487,091Net Assets 2015: $13,974,9522015Assets 2016: $8,329,574Liabilities 2016: $366,189Net Assets 2016: $7,963,3852016Assets 2017: $6,792,838Liabilities 2017: $1,117,548Net Assets 2017: $5,675,2902017Assets 2018: $14,662,851Liabilities 2018: $203,860Net Assets 2018: $14,458,9912018Assets 2019: $23,996,659Liabilities 2019: $137,661Net Assets 2019: $23,858,9982019Assets 2020: $27,766,674Liabilities 2020: $96,396Net Assets 2020: $27,670,2782020Assets 2021: $35,100,852Liabilities 2021: $57,889Net Assets 2021: $35,042,9632021Assets 2022: $41,135,157Liabilities 2022: $128,627Net Assets 2022: $41,006,5302022Assets 2023: $51,640,270Liabilities 2023: $295,799Net Assets 2023: $51,344,4712023Assets 2024: $62,221,817Liabilities 2024: $427,795Net Assets 2024: $61,794,0222024

Highlighted filing

2024

Assets$62,221,817
Liabilities$427,795
Net Assets$61,794,022
Open 2024 Filing

Operations Trend

Revenue Growth77th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60M$40M$20M$0-$20MExpenses 2010: $22,982,4272010Expenses 2011: $24,771,6282011Revenue 2012: $21,319,642Expenses 2012: $26,348,806Net Income 2012: -$5,029,1642012Revenue 2013: $21,673,255Expenses 2013: $22,610,279Net Income 2013: -$937,0242013Revenue 2014: $24,333,896Expenses 2014: $25,201,842Net Income 2014: -$867,9462014Revenue 2015: $24,243,222Expenses 2015: $29,037,402Net Income 2015: -$4,794,1802015Revenue 2016: $26,765,778Expenses 2016: $32,777,345Net Income 2016: -$6,011,5672016Revenue 2017: $29,262,085Expenses 2017: $31,550,180Net Income 2017: -$2,288,0952017Revenue 2018: $35,458,983Expenses 2018: $26,675,282Net Income 2018: $8,783,7012018Revenue 2019: $36,358,210Expenses 2019: $26,958,203Net Income 2019: $9,400,0072019Revenue 2020: $32,060,918Expenses 2020: $28,249,638Net Income 2020: $3,811,2802020Revenue 2021: $35,306,908Expenses 2021: $27,934,223Net Income 2021: $7,372,6852021Revenue 2022: $35,388,041Expenses 2022: $26,354,509Net Income 2022: $9,033,5322022Revenue 2023: $37,899,664Expenses 2023: $29,671,659Net Income 2023: $8,228,0052023Revenue 2024: $44,368,880Expenses 2024: $34,772,615Net Income 2024: $9,596,2652024

Highlighted filing

2024

Revenue$44,368,880
Expenses$34,772,615
Net Income$9,596,265
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$62,221,817
Liabilities
$427,795
Net assets
$61,794,022
Revenue
$44,368,880
Expenses
$34,772,615
Net income
$9,596,265
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$62.2$0.43$61.8$44.4$34.8$9.60
2023Detailed filing. Detailed filing data is available for this year.$51.6$0.30$51.3$37.9$29.7$8.23
2022Detailed filing. Detailed filing data is available for this year.$41.1$0.13$41.0$35.4$26.4$9.03
2021Detailed filing. Detailed filing data is available for this year.$35.1$0.06$35.0$35.3$27.9$7.37
2020Detailed filing. Detailed filing data is available for this year.$27.8$0.10$27.7$32.1$28.2$3.81
2019Detailed filing. Detailed filing data is available for this year.$24.0$0.14$23.9$36.4$27.0$9.40
2018Detailed filing. Detailed filing data is available for this year.$14.7$0.20$14.5$35.5$26.7$8.78
2017Detailed filing. Detailed filing data is available for this year.$6.79$1.12$5.68$29.3$31.6$2.29
2016Detailed filing. Detailed filing data is available for this year.$8.33$0.37$7.96$26.8$32.8$6.01
2015Detailed filing. Detailed filing data is available for this year.$14.5$0.49$14.0$24.2$29.0$4.79
2014Detailed filing. Detailed filing data is available for this year.$19.4$0.65$18.8$24.3$25.2$0.87
2013Detailed filing. Detailed filing data is available for this year.$19.9$0.24$19.6$21.7$22.6$0.94
2012Summary only. Only limited summary data is available for this year.$20.8$0.18$20.6$21.3$26.3$5.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.2$0.59$25.6$24.8
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.0$0.50$27.5$23.0
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 10, 2025
Return Version
2024v5.2
Gross Receipts
$118,916,148
Mission and Program Overview

Mission

To provide health insurance benefits for eligible particpants

To provide health insurance benefits to eligible participants

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$51,344,471$61,794,022▲ $10,449,551
Investments in Publicly Traded Securities$21,704,285$43,629,548▲ $21,925,263
Savings and Temporary Cash Investments$18,911,957$6,447,543▼ $12,464,414
Cash and Non-Interest-Bearing Accounts$6,213,727$5,778,114▼ $435,613
Accounts Receivable$4,802,203$4,927,633▲ $125,430
Prepaid Expenses and Deferred Charges$8,098$12,354▲ $4,256
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$51,640,270$62,221,817▲ $10,581,547
Other Assets Total$0$1,426,625▲ $1,426,625
Liabilities
Accounts Payable and Accrued Expenses$295,799$427,795▲ $131,996
Total Liabilities$295,799$427,795▲ $131,996
Net Assets / Fund Balance
Total Net Assets Fund Balance$51,344,471$61,794,022▲ $10,449,551
Total Liabilities and Net Assets / Fund Balance$51,640,270$62,221,817▲ $10,581,547
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleOtherTotal
Terry Newsome JrLabor Trustee - Co-chair$116,327$116,327
Alan TomberlinLabor Trustee$103,863$103,863
David EvansLabor Trustee$99,708$99,708
Jarret WadeLabor Trustee$99,708$99,708
Steve NewsomeLabor Trustee$51,612$51,612

Board Members and Trustees

NameTitle
Andy SumpterManagement Trustee
Jim EstabrookManagement Trustee
Jim F ThomasManagement Trustee
John MckennyManagement Trustee
Jon SterlingManagement Trustee - Co-ch

Highest Paid Contractors

ContractorServicesLocationCompensation
Independence Blue CrossClaims Processing1901 MARKET STREET 34TH FLOOR, Philadelphia, PA 19103$898,887
National Employee Benefit AdministrationTpa2010 NW 150TH AVE 200, Pembroke Pines, FL 33028$843,404
Horizon Actuarial ServicesActuarial8601 GEORGIA AVE 700, Silver Springs, MD 20910$129,021
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$42,272,973
Investment Income
$2,095,907
Other Revenue
$0
Change in Net Assets
$9,596,265

Audited Revenue Reconciliation

Revenue per Audited Statements
$44,246,198
Revenue Not Reported on Financial Statements
$122,682
Revenue Not Reported on Form 990
$853,286
Other Revenue Adjustments
$45,146
Total Revenue per Audited Statements
$45,099,484
Total Revenue per Form 990
$44,368,880
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,253,187
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---$32,519,428
Fees for Services Other---$1,871,312
Office Expenses---$117,290
Other Expenses---$92,012
Fees for Service Investment Mgmnt Fees---$77,536
Fees for Services Legal---$40,648
Conferences and Meetings---$25,453
Fees for Services Accounting---$24,464
Insurance---$4,472
Total Functional Expenses$0$0$0$34,772,615

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$34,772,615
Expenses per Audited Statements$34,649,933
Total Expenses per Audited Statements$34,649,933
Expenses Not Reported on Financial Statements$122,682
Other Expense Adjustments$45,146
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
Annual disclosure for covered persons
Yes
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“A family relationship exists between terry newsome jr and steve newsome.”

Form 990, Part VI, Section A, Line 6

“The organization has members.”

Form 990, Part VI, Section A, Line 7A

“The organization has members who elect members of the governing body.”

Form 990, Part VI, Section A, Line 7B

“Certain decisions are reserved to members.”

Form 990, Part VI, Section B, Line 11B

“A draft of the form 990 is provided to the board of trustees for review before filing.”

Form 990, Part VI, Section B, Line 12C

“The board of trustees meets quarterly to review all policies and to enforce strict adherence to them.”

Form 990, Part VI, Section C, Line 18

“Documents are available upon request.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Atlanta Plumbers & Steamfitters
EIN
58-0625978
Phone
9542666322
Address
2010 NW 150TH AVE, PEMBROKE PINES, FL 33028

Signing Officer

Name
Terry Newsome Jr
Title
Trustee - Co-chair
Phone
9542666322
Signed
2025-10-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Terry Newsome Jr
Formed
1973
Legal Domicile
Ga
Voting Board Members
10
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Novak Francella LLC
Address
40 MONUMENT RD 5TH FLR, BALA CYNWYD, PA 19004
Preparer
Louis Verzella CPA
Phone
6106689400
Supplemental Narrative

Additional Explanations

FORM 990. PART XII, LINE 2C:

“The process is the same as 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 if the plan has taken an uncertain position that, more likely than not, would not be sustained upon examination by the u.s. Federal, state, or local taxing authorities. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Typically, plan tax years will remain open for three years; however, this may differ depending upon the circumstances of the plan.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“SUBROGATION 45,146.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“SUBROGATION 45,146.”

Raw XML AppendixShowing 400 of 534 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/Form990PartVIISectionAGrp/TitleTxt0LABOR TRUSTEE - CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8MANAGEMENT TRUSTEE - CO-CH
IRS990/Form990PartVIISectionAGrp/TitleTxt9LABOR TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01973
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0615266
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt075162534
IRS990/GrossReceiptsAmt0118916148
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt04472
IRS990/InvestmentIncomeGrp/ExclusionAmt01480641
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01480641
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt021704285
IRS990/InvestmentsPubTradedSecGrp/EOYAmt043629548
IRS990/IRPDocumentCnt012
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0GA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt074547268
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH INSURANCE BENEFITS TO ELIGIBLE PARTICIPANTS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt051344471
IRS990/NetAssetsOrFundBalancesEOYAmt061794022
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0615266
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0615266
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0853286
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt0117290
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt01426625
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0REGULATORY FEES AND TAX
IRS990/OtherExpensesGrp/TotalAmt092012
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt08098
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt012354
IRS990/PrincipalOfficerNm0TERRY NEWSOME JR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2OTHER INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt040259837
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11961421
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt251715
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt040259837
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11961421
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt251715
IRS990/ProgSrvcAccomActy2Grp/Desc0VISION PREMIUMS
IRS990/ProgSrvcAccomActy3Grp/Desc0BLUE CROSS/BLUE SHIELD ADMINISTRATIVE FEE
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt027619489
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0840071
IRS990/PYOtherExpensesAmt02052170
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt037059593
IRS990/PYRevenuesLessExpensesAmt08228005
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt029671659
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt037899664
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt09596265
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt051344471
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt061794022
IRS990/SavingsAndTempCashInvstGrp/BOYAmt018911957
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06447543
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0122682
IRS990ScheduleD/ExpensesSubtotalAmt034649933
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt077536
IRS990ScheduleD/InvestmentExpensesNotIncldAmt077536
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0853286
IRS990ScheduleD/OtherExpensesNotIncludedAmt045146
IRS990ScheduleD/OtherRevenuesNotIncludedAmt045146
IRS990ScheduleD/RevenueNotReportedAmt0853286
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0122682
IRS990ScheduleD/RevenueSubtotalAmt044246198
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 IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, PLAN TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE PLAN.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1SUBROGATION 45,146.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2SUBROGATION 45,146.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt034772615
IRS990ScheduleD/TotalRevenuePerForm990Amt044368880
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt045099484
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt034649933
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A FAMILY RELATIONSHIP EXISTS BETWEEN TERRY NEWSOME JR AND STEVE NEWSOME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS MEMBERS WHO ELECT MEMBERS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CERTAIN DECISIONS ARE RESERVED TO MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A DRAFT OF THE FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD OF TRUSTEES MEETS QUARTERLY TO REVIEW ALL POLICIES AND TO ENFORCE STRICT ADHERENCE TO THEM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE PROCESS IS THE SAME AS THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990. PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt01ST MECHANICAL SERVICE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1A ACCURATE PLUMBING COMPA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2ABM BUILDING SOLUTIONS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3ACTION ELECTRIC CO INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4AIR DUCT & MECHANICAL COM
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5AIRCOND CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6AIS WSI LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7AMES CONSTRUCTION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8APOLLO PLUMBING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9ARCTIC COOL INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt10ARS MECHANICAL LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt11ART PLUMBING COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt12ATLANTA CITY GUYS CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt13AUGUSTA CHILLER SERVICE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt14B & W MECHANICAL CONTRACT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt15BATCHELOR & KIMBALL INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt16BEARD INTEGRATED SYSTEMS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt17BHI ENERGY SPECIALTY SVCS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt18BOWEN ENGINEERING CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt19BUCHANAN PLUMBING LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt20BUILDING ENVIR SYS SERVIC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt21CR MEYER & SONS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt22CARRIER CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt23CENTRAL ELECTRICAL SYSTEM
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt24CERTIFIED AIR CONDITIONIN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt25CFMVR TESCO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt26CLEVELAND ELECTRIC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt27CLIMATE PROS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt28CREEK CONSTRUCTION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt29DALE SIMS HTG & AC SVCS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt30DAY & ZIMMERMAN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt31DC MECHANICAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt32DYNAMIC SYSTEMS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt33EMCON SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt34F&S MECHANICAL & PLUMBING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt35FS SCARBROUGH INDUSTRIAL LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt36FAMCO HVAC LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt37FRAZIER SERVICE COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt38GALGON HVAC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt39GEORGIA CAROLINA'S PT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt40GEORGIA ELITE PLUMBING LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt41GEORGIA HOT TAP LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt42HARRIS MOUNTAIN WEST LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt43HONEYWELL INCORPORATED
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt44HUFF MECHANICAL MEDICAL G
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt45HVAC CONTROL SERVICES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt46HVH MECHANICAL PARTNERS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt47INGLETT & STUBBS LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt48JS THOMAS SERVICE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt49JOHNSON CONTROLS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt50JONES LANG LASALLE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt51JUST RIGHT PLUMBING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt52KENIMER & KNOX MECHANICAL LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt53LA HEATING AND AIR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt54LIBURDI DIMETRICS CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt55LILJA CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt56LUNSFORD PLUMBING LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt57M&S SPECIALTY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt58MACALJON
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt59MALLORY & EVANS SERVICE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt60MANN MECHANICAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt61MAXAIR INCORPORATED
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt62MCABEE CONSTRUCTION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt63MCKENNEY'S INCORPORATED
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt64MECHANICAL CONCEPTS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt65MECHANICAL CONTRACTORS AS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt66MECHANICAL SERVICES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt67MECHANICAL SERVICES OF CENTRAL FL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt68MERRITT & SONS PLUMBING INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt69MITCHELL MECHANICAL & ASSOCIATES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt70MMC CONTRACTOR NATIONAL INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt71NAX ENTERPRISESLLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt72NOOTER CONSTRUCTION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt73PARRISH PLUMBING COMPANY LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt74PCI ENERGY SERVICES LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt75PEACHTREE MECHANICAL CONT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt76PLAYER & COMPANY

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