Civic Intelligence

Jacksonville Plumbers and Pipefitters Health and Welfare Fund

990 • Fiscal year 2017 • EIN 59-0810108

Sep 01, 2016 to Aug 31, 2017 • Filed on Jun 09, 2018

2001 Caldwell DriveGoodlettsville, TN 37072-3589

(615) 859-0131

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

21st percentile

0.00x

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

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Net Margin

69th percentile

12%

Higher net margin than 69% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M 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 • $10M-$25M nonprofits • Source year 2017

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

40th percentile

2.2%

Faster revenue growth than 40% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Assets

Up

$14,956,121

Up $1,537,625 (+11%) from 2016

Net Assets

Up

$14,956,121

Up $1,537,625 (+11%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$10,548,646

Up $231,591 (+2.2%) from 2016

Expenses

Up

$9,286,426

Up $936,544 (+11%) from 2016

Net Income

Down

$1,262,220

Down $704,953 (-36%) from 2016

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2011: $10,702,766Liabilities 2011: $0Net Assets 2011: $10,702,7662011Assets 2012: $11,967,541Liabilities 2012: $0Net Assets 2012: $11,967,5412012Assets 2013: $12,754,059Liabilities 2013: $0Net Assets 2013: $12,754,0592013Assets 2014: $11,701,962Liabilities 2014: $0Net Assets 2014: $11,701,9622014Assets 2015: $11,221,649Liabilities 2015: $0Net Assets 2015: $11,221,6492015Assets 2016: $13,418,496Liabilities 2016: $0Net Assets 2016: $13,418,4962016Assets 2017: $14,956,121Liabilities 2017: $0Net Assets 2017: $14,956,1212017Assets 2018: $18,740,535Liabilities 2018: $22,752Net Assets 2018: $18,717,7832018Assets 2019: $19,845,538Liabilities 2019: $128,723Net Assets 2019: $19,716,8152019Assets 2020: $23,498,264Liabilities 2020: $7,665,062Net Assets 2020: $15,833,2022020Assets 2021: $25,336,187Liabilities 2021: $8,529,969Net Assets 2021: $16,806,2182021Assets 2022: $26,247,745Liabilities 2022: $9,619,989Net Assets 2022: $16,627,7562022Assets 2023: $27,787,883Liabilities 2023: $12,441,119Net Assets 2023: $15,346,7642023Assets 2024: $30,127,467Liabilities 2024: $11,933,650Net Assets 2024: $18,193,8172024

Highlighted filing

2017

Assets$14,956,121
Liabilities$0
Net Assets$14,956,121

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2011: $7,769,6482011Expenses 2012: $7,361,8382012Expenses 2013: $7,829,5012013Revenue 2014: $8,272,121Expenses 2014: $9,506,248Net Income 2014: -$1,234,1272014Revenue 2015: $9,197,638Expenses 2015: $9,634,480Net Income 2015: -$436,8422015Revenue 2016: $10,317,055Expenses 2016: $8,349,882Net Income 2016: $1,967,1732016Revenue 2017: $10,548,646Expenses 2017: $9,286,426Net Income 2017: $1,262,2202017Revenue 2018: $13,132,725Expenses 2018: $10,590,203Net Income 2018: $2,542,5222018Revenue 2019: $11,736,753Expenses 2019: $9,392,116Net Income 2019: $2,344,6372019Revenue 2020: $12,236,608Expenses 2020: $10,186,959Net Income 2020: $2,049,6492020Revenue 2021: $12,733,851Expenses 2021: $12,446,593Net Income 2021: $287,2582021Revenue 2022: $14,135,367Expenses 2022: $13,130,625Net Income 2022: $1,004,7422022Revenue 2023: $14,742,270Expenses 2023: $16,801,198Net Income 2023: -$2,058,9282023Revenue 2024: $16,299,123Expenses 2024: $14,877,253Net Income 2024: $1,421,8702024

Highlighted filing

2017

Revenue$10,548,646
Expenses$9,286,426
Net Income$1,262,220
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Jun 9, 2018
Return Version
2016v3.0
Gross Receipts
$20,995,708
Mission and Program Overview

Mission

To provide health care benefits to union members and their dependents.

To provide health care benefits to union members and their dependents

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$11,543,231$12,884,456▲ $1,341,225
Savings and Temporary Cash Investments$1,875,265$2,071,665▲ $196,400
Total Assets$13,418,496$14,956,121▲ $1,537,625
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$13,418,496$14,956,121▲ $1,537,625
Total Net Assets Fund Balance$13,418,496$14,956,121▲ $1,537,625
Total Liabilities and Net Assets / Fund Balance$13,418,496$14,956,121▲ $1,537,625
Compensation and Service Providers

Board Members and Trustees

NameTitle
Michael WoodAsst Chairman
W W GayChairman
Alfred ReauxTrustee
Benjamin ClarkTrustee
Bennie CravenTrustee
David BoreeTrustee
James HendricksTrustee
Kellen JordanTrustee
Troy CarverTrustee
Russell DrawdyAsst Secretary
Ronny AndrewsSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
United HealthcareContract Admin9900 BREN ROAD E, Minnetonka, MN 55343$226,656
Southern Benefit Administrators INCContract Admin2001 CALDWELL DRIVE, Goodlettsville, TN 37072$183,800
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$10,350,270
Investment Income
$198,376
Other Revenue
$0
Change in Net Assets
$1,262,220

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,504,882
Revenue Not Reported on Financial Statements
$43,764
Revenue Not Reported on Form 990
$275,405
Total Revenue per Audited Statements
$10,780,287
Total Revenue per Form 990
$10,548,646
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,140,847
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$8,145,579--$8,145,579
Fees for Services Management-$392,856-$392,856
Insurance-$303,347-$303,347
Fees for Services Accounting-$80,005-$80,005
Fees for Service Investment Mgmnt Fees-$43,764-$43,764
Fees for Services Other-$41,647-$41,647
Fees for Services Legal-$28,696-$28,696
Conferences and Meetings-$8,959-$8,959
Office Expenses-$8,821-$8,821
Other Expenses$168,954$5,356-$5,356
All Other Expenses-$650-$650
Total Functional Expenses$8,314,533$971,893$0$9,286,426

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$9,286,426
Expenses per Audited Statements$9,242,662
Total Expenses per Audited Statements$9,242,662
Expenses Not Reported on Financial Statements$43,764
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
Backup withholding compliance
Yes
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

The board of trustees contracted with southern benefit administrators, inc. To perform day to day management and benefit processing functions during fye 8/31/2017.

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

Form 990 is reviewed in detail by members of the board of trustees before form 990 is approved, signed and filed.

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

All members of the board of trustees are required to disclose at each board meeting their interests that could give rise to conflicts of interest. Any trustee who has a conflict of interest is prohibited from participating in board deliberations and decisions related to transactions where there is a conflict of interest.

Form 990, Part VI, Section B, Line 15

The organization does not compensate any trustee.

Form 990, Part VI, Section C, Line 19

No documents are made available to the public.

Filing and Contact Details

Filer

Filer Name
Jacksonville Plumbers and Pipefitters
EIN
59-0810108
Phone
6158590131
Address
2001 CALDWELL DRIVE, GOODLETTSVILLE, TN 37072-3589

Signing Officer

Name
Ronny E Andrews
Title
Secretary
Phone
6158590131
Signed
2018-06-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
W W Gay
Formed
1957
Legal Domicile
Fl
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
0

Preparer

Firm
Hannon & Associates
Address
2700 UNIVERSITY BLVD W SUITE A-2, JACKSONVILLE, FL 32217-2120
Preparer
Charles R Shoffner
Phone
9047307709
Supplemental Narrative

Financial Statement Notes

Form 990 Schedule D Parts XI and XII

Organization does not have audited financial statements prepared in accordance with gaap. Non-gaap financial statements are audited by independent certified public accountants.

Raw XML Appendix381 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/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0189563
IRS990/PYOtherExpensesAmt01343765
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt010127492
IRS990/PYRevenuesLessExpensesAmt01967173
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt08349882
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt010317055
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01262220
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01875265
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02071665
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt043764
IRS990ScheduleD/ExpensesSubtotalAmt09242662
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt043764
IRS990ScheduleD/InvestmentExpensesNotIncldAmt043764
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0275405
IRS990ScheduleD/RevenueNotReportedAmt0275405
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt043764
IRS990ScheduleD/RevenueSubtotalAmt010504882
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION DOES NOT HAVE AUDITED FINANCIAL STATEMENTS PREPARED IN ACCORDANCE WITH GAAP. NON-GAAP FINANCIAL STATEMENTS ARE AUDITED BY INDEPENDENT CERTIFIED PUBLIC ACCOUNTANTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 SCHEDULE D PARTS XI AND XII
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt09286426
IRS990ScheduleD/TotalRevenuePerForm990Amt010548646
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt010780287
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt09242662
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF TRUSTEES CONTRACTED WITH SOUTHERN BENEFIT ADMINISTRATORS, INC. TO PERFORM DAY TO DAY MANAGEMENT AND BENEFIT PROCESSING FUNCTIONS DURING FYE 8/31/2017.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED IN DETAIL BY MEMBERS OF THE BOARD OF TRUSTEES BEFORE FORM 990 IS APPROVED, SIGNED AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL MEMBERS OF THE BOARD OF TRUSTEES ARE REQUIRED TO DISCLOSE AT EACH BOARD MEETING THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. ANY TRUSTEE WHO HAS A CONFLICT OF INTEREST IS PROHIBITED FROM PARTICIPATING IN BOARD DELIBERATIONS AND DECISIONS RELATED TO TRANSACTIONS WHERE THERE IS A CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION DOES NOT COMPENSATE ANY TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt013418496
IRS990/TotalAssetsEOYAmt014956121
IRS990/TotalAssetsGrp/BOYAmt013418496
IRS990/TotalAssetsGrp/EOYAmt014956121
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0971893
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt08314533
IRS990/TotalFunctionalExpensesGrp/TotalAmt09286426
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt013418496
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt014956121
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt08314533
IRS990/TotalProgramServiceRevenueAmt010350270
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt010548646
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt010548646
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt013418496
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt014956121
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt013418496
IRS990/UnrestrictedNetAssetsGrp/EOYAmt014956121
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02001 CALDWELL DRIVE
IRS990/USAddress/CityNm0GOODLETTSVILLE
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd0370723589
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RONNY E ANDREWS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum06158590131
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JACKSONVILLE PLUMBERS AND PIPEFITTERS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH AND WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0JACK
ReturnHeader/Filer/EIN0590810108
ReturnHeader/Filer/PhoneNum06158590131
ReturnHeader/Filer/USAddress/AddressLine1Txt02001 CALDWELL DRIVE
ReturnHeader/Filer/USAddress/CityNm0GOODLETTSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd0370723589
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B5B0047536902586E9826063BDB2BFD826406A89
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01B0C0A0A868E0506430B9FF2D6E790C8B2767EBA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.148.75.93
ReturnHeader/FilingSecurityInformation/IPDt02018-06-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:37:30
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592892813
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HANNON & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02700 UNIVERSITY BLVD W SUITE A-2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JACKSONVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0322172120
ReturnHeader/PreparerPersonGrp/PhoneNum09047307709
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES R SHOFFNER
ReturnHeader/ReturnTs02018-06-13T14:10:13-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$30.1$11.9$18.2$16.3$14.9$1.42
2023Detailed filing. Detailed filing data is available for this year.$27.8$12.4$15.3$14.7$16.8$2.06
2022Detailed filing. Detailed filing data is available for this year.$26.2$9.62$16.6$14.1$13.1$1.00
2021Detailed filing. Detailed filing data is available for this year.$25.3$8.53$16.8$12.7$12.4$0.29
2020Detailed filing. Detailed filing data is available for this year.$23.5$7.67$15.8$12.2$10.2$2.05
2019Detailed filing. Detailed filing data is available for this year.$19.8$0.13$19.7$11.7$9.39$2.34
2018Summary only. Only limited summary data is available for this year.$18.7$0.02$18.7$13.1$10.6$2.54
2017Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$10.5$9.29$1.26
2016Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$10.3$8.35$1.97
2015Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$9.20$9.63$0.44
2014Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$8.27$9.51$1.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.8$0.00$12.8$7.83
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.0$0.00$12.0$7.36
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.7$0.00$10.7$7.77