Civic Intelligence

Plumbers and Pipefitters Local 123 Welfare Fund

990 • Fiscal year 2016 • EIN 59-6134275

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 06, 2017

Organization ProfileN/A

View Organization Page

8657 BAYPINE RD BLDG 5 Suite 200Jacksonville, FL 32256

(904) 538-0100

Siviq Scores

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

Liabilities / Assets

41st percentile

0.01x

Higher debt load relative to assets than 41% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

39th percentile

0.01x

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

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Net Margin

54th percentile

3.6%

Higher net margin than 54% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Asset Growth

50th percentile

3.2%

Faster asset growth than 50% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

59th percentile

7.1%

Faster revenue growth than 59% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$6,888,744

Up $211,529 (+3.2%) from 2015

Net Assets

Up

$6,841,599

Up $190,762 (+2.9%) from 2015

Liabilities

Up

$47,145

Up $20,767 (+79%) from 2015

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin54th percentile

Revenue

Up

$5,249,821

Up $347,629 (+7.1%) from 2015

Expenses

Up

$5,059,059

Up $23,548 (+0.5%) from 2015

Net Income

Up

$190,762

Up $324,081 (+243%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $6,914,795Liabilities 2011: $38,410Net Assets 2011: $6,876,3852011Assets 2012: $6,938,065Liabilities 2012: $18,692Net Assets 2012: $6,919,3732012Assets 2013: $7,575,242Liabilities 2013: $17,737Net Assets 2013: $7,557,5052013Assets 2014: $6,810,506Liabilities 2014: $26,350Net Assets 2014: $6,784,1562014Assets 2015: $6,677,215Liabilities 2015: $26,378Net Assets 2015: $6,650,8372015Assets 2016: $6,888,744Liabilities 2016: $47,145Net Assets 2016: $6,841,5992016Assets 2017: $7,955,529Liabilities 2017: $53,825Net Assets 2017: $7,901,7042017Assets 2018: $8,739,617Liabilities 2018: $31,021Net Assets 2018: $8,708,5962018Assets 2019: $10,622,312Liabilities 2019: $46,587Net Assets 2019: $10,575,7252019Assets 2020: $11,353,807Liabilities 2020: $28,290Net Assets 2020: $11,325,5172020Assets 2021: $13,848,686Liabilities 2021: $43,695Net Assets 2021: $13,804,9912021Assets 2022: $13,144,692Liabilities 2022: $33,706Net Assets 2022: $13,110,9862022Assets 2023: $15,208,705Liabilities 2023: $73,895Net Assets 2023: $15,134,8102023Assets 2024: $17,341,414Liabilities 2024: $118,373Net Assets 2024: $17,223,0412024

Highlighted filing

2016

Assets$6,888,744
Liabilities$47,145
Net Assets$6,841,599
Open 2016 Filing

Operations Trend

Revenue Growth59th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $3,787,429Expenses 2011: $3,837,352Net Income 2011: -$49,9232011Revenue 2012: $4,391,791Expenses 2012: $4,348,803Net Income 2012: $42,9882012Revenue 2013: $4,318,516Expenses 2013: $3,680,391Net Income 2013: $638,1252013Revenue 2014: $4,529,472Expenses 2014: $5,302,821Net Income 2014: -$773,3492014Revenue 2015: $4,902,192Expenses 2015: $5,035,511Net Income 2015: -$133,3192015Revenue 2016: $5,249,821Expenses 2016: $5,059,059Net Income 2016: $190,7622016Revenue 2017: $5,841,721Expenses 2017: $4,781,616Net Income 2017: $1,060,1052017Revenue 2018: $5,521,595Expenses 2018: $4,714,703Net Income 2018: $806,8922018Revenue 2019: $6,609,450Expenses 2019: $4,742,321Net Income 2019: $1,867,1292019Revenue 2020: $6,139,222Expenses 2020: $5,389,430Net Income 2020: $749,7922020Revenue 2021: $6,651,358Expenses 2021: $4,171,894Net Income 2021: $2,479,4642021Revenue 2022: $5,693,021Expenses 2022: $4,909,341Net Income 2022: $783,6802022Revenue 2023: $6,832,008Expenses 2023: $5,592,516Net Income 2023: $1,239,4922023Revenue 2024: $8,423,563Expenses 2024: $6,052,174Net Income 2024: $2,371,3892024

Highlighted filing

2016

Revenue$5,249,821
Expenses$5,059,059
Net Income$190,762
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 6, 2017
Return Version
2016v3.0
Gross Receipts
$5,249,821
Mission and Program Overview

Mission

To provide health insurance benefits for eligible participants

To provide health insurance for eligible participants

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$6,650,837$6,841,599▲ $190,762
Investments in Publicly Traded Securities$4,868,289$4,891,218▲ $22,929
Savings and Temporary Cash Investments$971,559$1,180,994▲ $209,435
Accounts Receivable$829,670$806,678▼ $22,992
Prepaid Expenses and Deferred Charges$7,697$9,854▲ $2,157
Total Assets$6,677,215$6,888,744▲ $211,529
Liabilities
Accounts Payable and Accrued Expenses$26,378$47,145▲ $20,767
Total Liabilities$26,378$47,145▲ $20,767
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,650,837$6,841,599▲ $190,762
Total Liabilities and Net Assets / Fund Balance$6,677,215$6,888,744▲ $211,529
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,930,195
Investment Income
$319,626
Other Revenue
$0
Change in Net Assets
$190,762

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,249,821
Total Revenue per Audited Statements
$5,249,821
Total Revenue per Form 990
$5,249,821
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$260,869
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$4,798,190--$4,798,190
Fees for Services Legal-$25,498-$25,498
Other Expenses-$21,949-$21,949
Office Expenses-$17,918-$17,918
Conferences and Meetings-$15,849-$15,849
Fees for Service Investment Mgmnt Fees-$12,569-$12,569
Information Technology-$11,556-$11,556
Fees for Services Accounting-$9,000-$9,000
All Other Expenses-$7,792-$7,792
Insurance-$5,385-$5,385
Total Functional Expenses$4,798,190$260,869$0$5,059,059

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,059,059
Total Expenses per Audited Statements$5,059,059
Total Expenses per Form 990$5,059,059
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
Federal income taxes-
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 12

“Board of trustees meet quarterly at that time review all policies in force their strick adherence to them”

Filing and Contact Details

Filer

Filer Name
Plumbers & Pipefitters Local 123 Welfare Fund
EIN
59-6134275
Phone
9045380100
Address
8657 BAYPINE RD BLDG 5 Suite 200, JACKSONVILLE, FL 32256

Signing Officer

Name
Todd Vega
Title
Trustee
Phone
9045380100
Signed
2017-11-06
Discuss with paid preparer
No

Organization Details

Formed
1958
Legal Domicile
Fl
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Dennis G Jenkins Cpallc
Address
1690 STONE VILLAGE LN, KENNESAW, GA 30152
Preparer
Dennis G Jenkinscpa
Phone
7704245755
Raw XML Appendix340 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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ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,888,744
Liabilities
$47,145
Net assets
$6,841,599
Revenue
$5,249,821
Expenses
$5,059,059
Net income
$190,762
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.3$0.12$17.2$8.42$6.05$2.37
2023Detailed filing. Detailed filing data is available for this year.$15.2$0.07$15.1$6.83$5.59$1.24
2022Detailed filing. Detailed filing data is available for this year.$13.1$0.03$13.1$5.69$4.91$0.78
2021Detailed filing. Detailed filing data is available for this year.$13.8$0.04$13.8$6.65$4.17$2.48
2020Detailed filing. Detailed filing data is available for this year.$11.4$0.03$11.3$6.14$5.39$0.75
2019Detailed filing. Detailed filing data is available for this year.$10.6$0.05$10.6$6.61$4.74$1.87
2018Detailed filing. Detailed filing data is available for this year.$8.74$0.03$8.71$5.52$4.71$0.81
2017Detailed filing. Detailed filing data is available for this year.$7.96$0.05$7.90$5.84$4.78$1.06
2016Detailed filing. Detailed filing data is available for this year.$6.89$0.05$6.84$5.25$5.06$0.19
2015Detailed filing. Detailed filing data is available for this year.$6.68$0.03$6.65$4.90$5.04$0.13
2014Detailed filing. Detailed filing data is available for this year.$6.81$0.03$6.78$4.53$5.30$0.77
2013Detailed filing. Detailed filing data is available for this year.$7.58$0.02$7.56$4.32$3.68$0.64
2012Summary only. Only limited summary data is available for this year.$6.94$0.02$6.92$4.39$4.35$0.04
2011Summary only. Only limited summary data is available for this year.$6.91$0.04$6.88$3.79$3.84$0.05