Civic Intelligence

Plumbers & Steamfitters Local 366

EIN 59-0481719 • 501(c)5 • Pensacola, FL

Profile

LABOR UNION

2300 West Nine Mile RoadPensacola, FL 32534

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2014

Liabilities / Revenue

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)5 • <$500k nonprofits • Source year 2014

Net Margin

26th percentile

-8.8%

Higher net margin than 26% of similar nonprofits.

501(c)5 • <$500k 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.

501(c)5 • <$500k nonprofits • Source year 2013

Asset Growth

4th percentile

-100%

Faster asset growth than 4% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

2nd percentile

-78%

Faster revenue growth than 2% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $81,634 (-100%) from 2013

Liabilities

Flat

$0

Flat from 2013

Net Assets

Down

$0

Down $81,634 (-100%) from 2013

Operations
Liabilities / Revenue60th percentileNet Margin26th percentile

Revenue

Down

$21,615

Down $77,746 (-78%) from 2013

Expenses

Down

$23,515

Down $98,652 (-81%) from 2013

Net Income

Up

-$1,900

Up $20,906 (+92%) from 2013

Trend Graphs

Balance Sheet Trend

Asset Growth4th percentile

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

$300K$200K$100K$0Assets 2010: $253,223Liabilities 2010: $160,671Net Assets 2010: $92,5522010Assets 2011: $287,443Liabilities 2011: $160,671Net Assets 2011: $126,7722011Assets 2012: $104,440Liabilities 2012: $0Net Assets 2012: $104,4402012Assets 2013: $81,634Liabilities 2013: $0Net Assets 2013: $81,6342013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014

Highlighted filing

2014

Assets$0
Liabilities$0
Net Assets$0
Open 2014 Filing

Operations Trend

Revenue Growth2nd percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2010: $146,309Expenses 2010: $159,986Net Income 2010: -$13,6772010Revenue 2011: $162,723Expenses 2011: $128,503Net Income 2011: $34,2202011Revenue 2012: $104,967Expenses 2012: $127,299Net Income 2012: -$22,3322012Revenue 2013: $99,361Expenses 2013: $122,167Net Income 2013: -$22,8062013Revenue 2014: $21,615Expenses 2014: $23,515Net Income 2014: -$1,9002014

Highlighted filing

2014

Revenue$21,615
Expenses$23,515
Net Income-$1,900
Open 2014 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$21,615
Expenses
$23,515
Net income
-$1,900
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.22$0.24$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.99$1.22$0.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.00$1.04$1.05$1.27$0.22
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$1.61$1.27$1.63$1.29$0.34
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.53$1.61$0.93$1.46$1.60$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Jun 30, 2014
Signed
May 5, 2015
Return Version
2014v5.0
Gross Receipts
$21,615
Mission and Program Overview

Mission

LABOR UNION

Program Services

DescriptionGrantsExpenses
LABOR UNION$0$0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RUSSELL SHELTONTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Plumbers & Steamfitters Local 366
EIN
59-0481719
Phone
8504799166
Address
2300 WEST NINE MILE ROAD, PENSACOLA, FL 32534

Signing Officer

Name
Russell Shelton
Title
Trustee
Phone
8504799166
Signed
2015-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Salter & Company LLC
Address
4600 EAST WEST HIGHWAY SUITE 300, BETHESDA, MD 20814
Preparer
Jerome J Robertson CPA
Phone
3018307400
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest. Amount: 3.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: depreciation. Amount: 773. Description: office expenses. Amount: 348. Description: per capita. Amount: 4,907. Description: other expenses. Amount: 925. Description: payroll taxes. Amount: 596. Description: death benefit. Amount: 2,040. Description: travel. Amount: 234. Total to form 990-ez, line 16: 9,823.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: net assets transferred to ua local union 234. Amount: -79,734.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: other depreciable assets. Beg. Of year amount: 819. End of year amount: 0.”

Raw XML Appendix123 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TRUSTEE
IRS990EZ/BooksInCareOfDetail/PhoneNum08504199166
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02300 N MILE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PENSACOLA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032534
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030387
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt00
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-1900
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt081634
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/GrossReceiptsAmt021615
IRS990EZ/GroupExemptionNum00297
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/LandAndBuildingsGrp/BOYAmt050428
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt021612
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt081634
IRS990EZ/NetAssetsOrFundBalancesEOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt081634
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OccupancyRentUtltsAndMaintAmt03224
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RUSSELL SHELTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd01
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0819
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-79734
IRS990EZ/OtherExpensesTotalAmt09823
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0LABOR UNION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0LABOR UNION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt010468
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt023515
IRS990EZ/TotalRevenueAmt021615
IRS990EZ/TypeOfOrganizationOtherDesc0LABOR UNION
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleN/AssetsDistributedInd01
IRS990ScheduleN/AttorneyGeneralNotifiedInd00
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd00
IRS990ScheduleN/EmployeeOfSuccessorInd00
IRS990ScheduleN/LiabilitiesPaidInd00
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0AS A RESULT OF A CONSOLIDATION,CASH AND FIXED ASSETS WERE TRANSFERRED TO UA LOCAL UNION 234
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0UA LOCAL UNION 234
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02014-06-30
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt079734
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501 C 5
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0BOOK VALUE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt05411 CASSIDY ROAD
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0JACKSONVILLE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0FL
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd032254
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 3.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DEPRECIATION. AMOUNT: 773. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 348. DESCRIPTION: PER CAPITA. AMOUNT: 4,907. DESCRIPTION: OTHER EXPENSES. AMOUNT: 925. DESCRIPTION: PAYROLL TAXES. AMOUNT: 596. DESCRIPTION: DEATH BENEFIT. AMOUNT: 2,040. DESCRIPTION: TRAVEL. AMOUNT: 234. TOTAL TO FORM 990-EZ, LINE 16: 9,823.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: NET ASSETS TRANSFERRED TO UA LOCAL UNION 234. AMOUNT: -79,734.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 819. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RUSSELL SHELTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08504799166
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLUMBERS & STEAMFITTERS LOCAL 366
ReturnHeader/Filer/BusinessNameControlTxt0PLUM
ReturnHeader/Filer/EIN0590481719
ReturnHeader/Filer/PhoneNum08504799166
ReturnHeader/Filer/USAddress/AddressLine1Txt02300 WEST NINE MILE ROAD
ReturnHeader/Filer/USAddress/CityNm0PENSACOLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032534
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208078757
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SALTER & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04600 EAST WEST HIGHWAY SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020814
ReturnHeader/PreparerPersonGrp/PhoneNum03018307400
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEROME J ROBERTSON CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-05-05T07:52:23-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02014

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