Civic Intelligence

Itpeu Health & Welfare Fund

EIN 58-1236802 • 501(c)9 • Savannah, GA

View Organization Page

Profile

Multi-employer employee benefits

25 Chatham Center South Suite 100Savannah, GA 31405

www.itpeubenefits.com

Siviq Scores

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

Liabilities / Assets

74th percentile

0.19x

Higher debt load relative to assets than 74% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

79th percentile

0.25x

Higher debt load relative to revenue than 79% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2023

Net Margin

38th percentile

0.3%

Higher net margin than 38% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

41st percentile

3.9%

Faster asset growth than 41% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

36th percentile

3.0%

Faster revenue growth than 36% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$100,411,001

Up $13,918,670 (+16%) from 2024

Liabilities

Up

$18,036,974

Up $1,392,290 (+8.4%) from 2024

Net Assets

Up

$82,374,027

Up $12,526,380 (+18%) from 2024

Operations
Liabilities / Revenue79th percentileNet Margin38th percentile

Revenue

Up

$71,230,216

Up $6,204,250 (+9.5%) from 2024

Expenses

Up

$61,408,370

Up $134,520 (+0.2%) from 2024

Net Income

Up

$9,821,846

Up $6,069,730 (+162%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

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

$150M$100M$50M$0Assets 2011: $83,285,826Liabilities 2011: $15,887,089Net Assets 2011: $67,398,7372011Assets 2012: $78,303,757Liabilities 2012: $16,411,706Net Assets 2012: $61,892,0512012Assets 2013: $75,818,473Liabilities 2013: $20,745,900Net Assets 2013: $55,072,5732013Assets 2014: $72,057,381Liabilities 2014: $16,780,891Net Assets 2014: $55,276,4902014Assets 2015: $68,859,152Liabilities 2015: $14,758,089Net Assets 2015: $54,101,0632015Assets 2016: $66,072,289Liabilities 2016: $14,588,072Net Assets 2016: $51,484,2172016Assets 2017: $57,626,041Liabilities 2017: $18,650,172Net Assets 2017: $38,975,8692017Assets 2018: $58,473,122Liabilities 2018: $13,863,470Net Assets 2018: $44,609,6522018Assets 2019: $65,193,764Liabilities 2019: $13,347,385Net Assets 2019: $51,846,3792019Assets 2020: $68,193,959Liabilities 2020: $14,299,621Net Assets 2020: $53,894,3382020Assets 2021: $79,390,827Liabilities 2021: $14,140,840Net Assets 2021: $65,249,9872021Assets 2022: $74,956,033Liabilities 2022: $12,852,218Net Assets 2022: $62,103,8152022Assets 2023: $77,877,849Liabilities 2023: $15,004,422Net Assets 2023: $62,873,4272023Assets 2024: $86,492,331Liabilities 2024: $16,644,684Net Assets 2024: $69,847,6472024Assets 2025: $100,411,001Liabilities 2025: $18,036,974Net Assets 2025: $82,374,0272025

Highlighted filing

2025

Assets$100,411,001
Liabilities$18,036,974
Net Assets$82,374,027
Open 2025 Filing

Operations Trend

Revenue Growth36th percentile

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

$100M$50M$0-$50MExpenses 2011: $63,790,8472011Expenses 2012: $69,214,6682012Revenue 2013: $60,534,236Expenses 2013: $66,017,749Net Income 2013: -$5,483,5132013Revenue 2014: $57,509,766Expenses 2014: $59,784,948Net Income 2014: -$2,275,1822014Revenue 2015: $60,338,542Expenses 2015: $61,437,302Net Income 2015: -$1,098,7602015Revenue 2016: $62,532,769Expenses 2016: $65,363,135Net Income 2016: -$2,830,3662016Revenue 2017: $64,904,679Expenses 2017: $76,843,612Net Income 2017: -$11,938,9332017Revenue 2018: $65,420,087Expenses 2018: $58,601,453Net Income 2018: $6,818,6342018Revenue 2019: $64,629,323Expenses 2019: $59,263,550Net Income 2019: $5,365,7732019Revenue 2020: $62,415,178Expenses 2020: $62,120,588Net Income 2020: $294,5902020Revenue 2021: $63,191,898Expenses 2021: $53,118,913Net Income 2021: $10,072,9852021Revenue 2022: $58,416,177Expenses 2022: $55,572,830Net Income 2022: $2,843,3472022Revenue 2023: $60,175,216Expenses 2023: $59,967,763Net Income 2023: $207,4532023Revenue 2024: $65,025,966Expenses 2024: $61,273,850Net Income 2024: $3,752,1162024Revenue 2025: $71,230,216Expenses 2025: $61,408,370Net Income 2025: $9,821,8462025

Highlighted filing

2025

Revenue$71,230,216
Expenses$61,408,370
Net Income$9,821,846
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$100,411,001
Liabilities
$18,036,974
Net assets
$82,374,027
Revenue
$71,230,216
Expenses
$61,408,370
Net income
$9,821,846
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$100$18.0$82.4$71.2$61.4$9.82
2024Detailed filing. Detailed filing data is available for this year.$86.5$16.6$69.8$65.0$61.3$3.75
2023Detailed filing. Detailed filing data is available for this year.$77.9$15.0$62.9$60.2$60.0$0.21
2022Detailed filing. Detailed filing data is available for this year.$75.0$12.9$62.1$58.4$55.6$2.84
2021Detailed filing. Detailed filing data is available for this year.$79.4$14.1$65.2$63.2$53.1$10.1
2020Detailed filing. Detailed filing data is available for this year.$68.2$14.3$53.9$62.4$62.1$0.29
2019Detailed filing. Detailed filing data is available for this year.$65.2$13.3$51.8$64.6$59.3$5.37
2018Detailed filing. Detailed filing data is available for this year.$58.5$13.9$44.6$65.4$58.6$6.82
2017Detailed filing. Detailed filing data is available for this year.$57.6$18.7$39.0$64.9$76.8$11.9
2016Detailed filing. Detailed filing data is available for this year.$66.1$14.6$51.5$62.5$65.4$2.83
2015Detailed filing. Detailed filing data is available for this year.$68.9$14.8$54.1$60.3$61.4$1.10
2014Detailed filing. Detailed filing data is available for this year.$72.1$16.8$55.3$57.5$59.8$2.28
2013Summary only. Only limited summary data is available for this year.$75.8$20.7$55.1$60.5$66.0$5.48
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$78.3$16.4$61.9$69.2
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$83.3$15.9$67.4$63.8
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 19, 2025
Return Version
2024v5.0
Gross Receipts
$92,153,561
Mission and Program Overview

Mission

Multi-employer employee benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$61,003,703$71,628,350▲ $10,624,647
Cash and Non-Interest-Bearing Accounts$7,648,973$9,839,367▲ $2,190,394
Investments Other Securities$6,322,674$6,999,635▲ $676,961
Accounts Receivable$5,628,943$5,782,977▲ $154,034
Savings and Temporary Cash Investments$4,158,530$4,363,796▲ $205,266
Land, Buildings, and Equipment, Net$1,401,598$1,380,847▼ $20,751
Prepaid Expenses and Deferred Charges$87,348$77,990▼ $9,358
Total Assets$86,492,331$100,411,001▲ $13,918,670
Other Assets Total$240,562$338,039▲ $97,477
Liabilities
Other Liabilities$14,970,671$16,407,386▲ $1,436,715
Accounts Payable and Accrued Expenses$1,674,013$1,629,588▼ $44,425
Total Liabilities$16,644,684$18,036,974▲ $1,392,290
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$69,847,647$82,374,027▲ $12,526,380
Total Net Assets Fund Balance$69,847,647$82,374,027▲ $12,526,380
Total Liabilities and Net Assets / Fund Balance$86,492,331$100,411,001▲ $13,918,670

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,028,232$187,769$364,800
Equipment$21,425$251,977$273,402
Land$331,190-$99,357
Other Securities$6,999,635--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Trina WilliamsTrustee--$133,191$133,191
Kathy HeeryAdministratoFT$120,838$5,233$126,071
Wilma ZimmermanTrustee--$108,151$108,151
Denise MooreTrustee--$105,811$105,811
Patty FoleyTrustee--$99,895$99,895
Janice AmbroseControllerFT$85,140$5,233$90,373

Board Members and Trustees

NameTitle
Dennis ArringtonCo-chair
Harold E GelberCo-chair
John Brenton IvCo-chair
Lena BaileyV Co-chair
Leonard CabreraV. Co-chair
Don JamesTrustee
Jerry M BowdenTrustee
John XimenesTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Anthem Blue Cross And Blue ShieldClaims Admin1351 WILLIAM HOWARD TAFT ROAD, Cincinnati, OH 45206-1721$3,607,361
BridgewaySoftware Maint3700 KOPPERS STREET SUITE 400, Baltimore, MD 21227$338,000
Howard Moore & Mcduffie PCAuditorPO BOX 4547, Macon, GA 31208$150,971
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$68,364,297
Investment Income
$2,847,733
Other Revenue
$18,186
Change in Net Assets
$9,821,846

Audited Revenue Reconciliation

Revenue per Audited Statements
$71,231,471
Revenue Not Reported on Financial Statements
$-1,255
Revenue Not Reported on Form 990
$2,728,668
Other Revenue Adjustments
$-1,255
Total Revenue per Audited Statements
$73,960,139
Total Revenue per Form 990
$71,230,216
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,865,126
Salaries, Compensation, and Employee Benefits$904,958
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$55,638,286--$55,638,286
Fees for Services Other$3,776,561--$3,776,561
Other Salaries and Wages$574,737--$574,737
Information Technology$425,993--$425,993
Current Officers, Directors, Trustees, and Key Employees$221,863--$221,863
Fees for Services Accounting$160,029--$160,029
Fees for Service Investment Mgmnt Fees$116,192--$116,192
Occupancy$111,721--$111,721
Office Expenses$109,879--$109,879
Payroll Taxes$60,608--$60,608
Fees for Services Legal$50,661--$50,661
Pension Plan Contributions$47,750--$47,750
Depreciation Depletion$43,612--$43,612
Other Expenses$38,482--$38,482
Conferences and Meetings$31,996--$31,996
Total Functional Expenses$61,408,370$0$0$61,408,370

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$61,408,370
Total Expenses per Audited Statements$60,078,503
Expenses per Audited Statements$60,054,369
Expenses Not Reported on Financial Statements$1,354,001
Other Expense Adjustments$1,354,001
Expenses Not Reported on Form 990$24,134
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
Ibnr - Health Benefits$16,290,404
Financing Lease Liab Posting Machine$83,563
Ibnr - Death Benefits$22,000
Financing Lease Liability$9,294
Lease Deposit$2,125
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI

“Form 990, part vi, line 12a - conflict of interest policy the organization is subject to the employees retirement income security act of 1974 which contains conflict of interest restrictions.”

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

“The administrator, accountant, attorney and the board of directors review the form 990 before it is filed.”

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

“Board of trustees determines compensation for plan administrator.”

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

“Board of trustees determines compensation for the plan's accountant.”

Form 990, Page 6, Part VI, Line 19

“The form 990 is available to the public on the guidestar website, guidestar.org. Other governing documents are made available upon written request.”

Filing and Contact Details

Filer

Filer Name
Itpeu Health & Welfare Fund
EIN
58-1236802
Phone
9123527169
Address
25 CHATHAM CENTER SOUTH SUITE 100, SAVANNAH, GA 31405

Signing Officer

Name
Kathy Heery
Title
Administrator
Phone
9123527169
Signed
2025-03-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathy Heery
Formed
1971
Legal Domicile
Ga
Voting Board Members
12
Independent Board Members
5
Employees
346

Preparer

Firm
Howard Moore & Mcduffie Pc
Address
PO BOX 4547, MACON, GA 31208
Preparer
April Hornsby
Phone
4787425317
Supplemental Narrative

Additional Explanations

Form 990, Part V

“Form 990, part v, line 2a - number of w-3 employees the form w-3 included 11 employees of the itpeu health and welfare fund as well as 335 participants to whom the fund paid disability benefits during the year. Form 990, part v, line 1a - number reported in box 3 form 1096 the form 1096 included 516 medical providers of the itpeu health and welfare fund to whom the fund paid death benefits as well as 5 independent contractors who provided services to the fund.”

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

“Real estate rental expenses 24,134”

Schedule D, Page 4, Part XI, Line 4B

“Loss on disposal of fixed assets -1,255”

Schedule D, Page 4, Part XII, Line 2D

“Real estate rental expenses 24,134”

Schedule D, Page 4, Part XII, Line 4B

“6/30/24 benefit obligations -14,957,149 6/30/25 benefit obligations 16,312,404 loss on disposal of equipment -1,255 rounding 1”

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt36/30/24 BENEFIT OBLIGATIONS -14,957,149 6/30/25 BENEFIT OBLIGATIONS 16,312,404 LOSS ON DISPOSAL OF EQUIPMENT -1,255 ROUNDING 1
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IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3SCHEDULE D, PAGE 4, PART XII, LINE 4B
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