Civic Intelligence

Plumbers & Steamfitters Local Union #248 Health & Welfare Trust Fund

990 • Fiscal year 2017 • EIN 61-6038481

Jun 01, 2016 to May 31, 2017 • Filed on Apr 16, 2018

Organization Profile

View Organization Page

333 West Vine StreetLexington, KY 40507

(606) 325-2544

Siviq Scores

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

Liabilities / Assets

55th percentile

0.02x

Higher debt load relative to assets than 55% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

54th percentile

0.02x

Higher debt load relative to revenue than 54% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Net Margin

48th percentile

1.3%

Higher net margin than 48% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

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.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Asset Growth

40th percentile

1.0%

Faster asset growth than 40% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

13th percentile

-18%

Faster revenue growth than 13% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$4,788,769

Up $49,139 (+1.0%) from 2016

Net Assets

Up

$4,700,552

Up $56,732 (+1.2%) from 2016

Liabilities

Down

$88,217

Down $7,593 (-7.9%) from 2016

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin48th percentile

Revenue

Down

$4,501,493

Down $962,435 (-18%) from 2016

Expenses

Down

$4,444,911

Down $239,298 (-5.1%) from 2016

Net Income

Down

$56,582

Down $723,137 (-93%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$10M$5.0M$0Assets 2011: $1,002,978Liabilities 2011: $48,865Net Assets 2011: $954,1132011Assets 2012: $784,094Liabilities 2012: $29,732Net Assets 2012: $754,3622012Assets 2013: $1,493,674Liabilities 2013: $43,016Net Assets 2013: $1,450,6582013Assets 2014: $2,598,595Liabilities 2014: $75,908Net Assets 2014: $2,522,6872014Assets 2015: $3,904,305Liabilities 2015: $47,572Net Assets 2015: $3,856,7332015Assets 2016: $4,739,630Liabilities 2016: $95,810Net Assets 2016: $4,643,8202016Assets 2017: $4,788,769Liabilities 2017: $88,217Net Assets 2017: $4,700,5522017Assets 2018: $5,632,764Liabilities 2018: $47,707Net Assets 2018: $5,585,0572018Assets 2019: $6,838,756Liabilities 2019: $93,160Net Assets 2019: $6,745,5962019Assets 2020: $7,866,125Liabilities 2020: $35,445Net Assets 2020: $7,830,6802020Assets 2021: $8,990,385Liabilities 2021: $38,193Net Assets 2021: $8,952,1922021Assets 2022: $8,830,490Liabilities 2022: $34,700Net Assets 2022: $8,795,7902022Assets 2023: $8,768,687Liabilities 2023: $42,820Net Assets 2023: $8,725,8672023Assets 2024: $9,998,208Liabilities 2024: $42,968Net Assets 2024: $9,955,2402024

Highlighted filing

2017

Assets$4,788,769
Liabilities$88,217
Net Assets$4,700,552
Open 2017 Filing

Operations Trend

Revenue Growth13th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $3,246,160Expenses 2011: $3,759,751Net Income 2011: -$513,5912011Revenue 2012: $3,627,969Expenses 2012: $3,827,720Net Income 2012: -$199,7512012Revenue 2013: $4,212,319Expenses 2013: $3,516,023Net Income 2013: $696,2962013Revenue 2014: $4,301,853Expenses 2014: $3,229,824Net Income 2014: $1,072,0292014Revenue 2015: $5,496,614Expenses 2015: $4,163,977Net Income 2015: $1,332,6372015Revenue 2016: $5,463,928Expenses 2016: $4,684,209Net Income 2016: $779,7192016Revenue 2017: $4,501,493Expenses 2017: $4,444,911Net Income 2017: $56,5822017Revenue 2018: $5,166,455Expenses 2018: $4,270,824Net Income 2018: $895,6312018Revenue 2019: $5,792,184Expenses 2019: $4,745,244Net Income 2019: $1,046,9402019Revenue 2020: $5,542,710Expenses 2020: $4,791,078Net Income 2020: $751,6322020Revenue 2021: $5,087,959Expenses 2021: $4,501,335Net Income 2021: $586,6242021Revenue 2022: $5,680,014Expenses 2022: $5,350,669Net Income 2022: $329,3452022Revenue 2023: $6,013,484Expenses 2023: $5,933,933Net Income 2023: $79,5512023Revenue 2024: $7,013,158Expenses 2024: $6,280,951Net Income 2024: $732,2072024

Highlighted filing

2017

Revenue$4,501,493
Expenses$4,444,911
Net Income$56,582
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Apr 16, 2018
Return Version
2016v3.1
Gross Receipts
$4,501,493
Mission and Program Overview

Mission

To provide health and welfare benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,643,820$4,700,552▲ $56,732
Savings and Temporary Cash Investments$2,782,495$2,907,032▲ $124,537
Investments in Publicly Traded Securities$1,552,113$1,585,653▲ $33,540
Accounts Receivable$363,691$289,455▼ $74,236
Prepaid Expenses and Deferred Charges$1,925$6,053▲ $4,128
Cash and Non-Interest-Bearing Accounts$39,406$576▼ $38,830
Total Assets$4,739,630$4,788,769▲ $49,139
Liabilities
Accounts Payable and Accrued Expenses$95,810$88,217▼ $7,593
Total Liabilities$95,810$88,217▼ $7,593
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,643,820$4,700,552▲ $56,732
Total Liabilities and Net Assets / Fund Balance$4,739,630$4,788,769▲ $49,139
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Jamie RuckerTrustee
John HolbrookTrustee
Michael GullettTrustee
Scott TaylorTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,452,966
Investment Income
$40,742
Other Revenue
$7,785
Change in Net Assets
$56,582

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,501,493
Total Revenue per Audited Statements
$4,501,493
Total Revenue per Form 990
$4,501,493
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$158,985
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---$4,285,926
Fees for Services Other---$142,341
Fees for Services Accounting---$8,000
Office Expenses---$4,558
Conferences and Meetings---$2,226
Insurance---$1,860
Total Functional Expenses$0$0$0$4,444,911

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,444,911
Total Expenses per Audited Statements$4,444,911
Total Expenses per Form 990$4,444,911
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
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
No
Management duties delegated
No

Governance Explanations

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

“Form 990 is reviewed by the contract administrator prior to its submission.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Plumbers & Steamfitters Lu 248
EIN
61-6038481
Phone
6063252544
Address
333 WEST VINE STREET, LEXINGTON, KY 40507

Signing Officer

Name
John Holbrook
Title
Trustee
Phone
6063252544
Signed
2018-04-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Holbrook
Legal Domicile
Ky
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
Frank N Hestand CPA Psc
Address
261 REGENCY CIR FL 1, LEXINGTON, KY 40503
Preparer
Frank N Hestand
Phone
8592763573
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Net appreciation in fair value 150”

Raw XML AppendixShowing 400 of 418 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/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd16N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd17N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd18N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd19N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd20N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd21N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd22N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd23N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd24N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd25N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd26N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd27N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd28N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd29N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd30N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd31N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd32N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd33N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd34N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd35N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd36N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd37N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd38N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd39N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd40N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd41N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd42N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd43N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd44N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd45N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0PLUMBERS AND STEAMFITTERS 248
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1EARLY CONSTRUCTION CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2ENERFAB
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3PLUMBERS AND STEAMFITTERS LU 248
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4WB FOSSON AND SONS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5PLUMBERS 633 H&W
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6ALPHA MECHANICAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7MECHINCAL CONSTRUCTION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8PLUMBERS 521
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9NORTHWESTERN OHIO PLUMBERS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt10UNITED CONSTRUCTION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt11CIMCO INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt12GRAYCOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt13PRITCHARD ELECTRIC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt14ENGEL WELDING INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt15ATLANTA PLANT SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt16LIMA PLUMBERS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt17CONSTRUCTION & DESIGN SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt18H&R CONSTRUCTION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt19PROFESSIONAL CONSTRUCTION SVC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt20HMC SERVICES CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt21ATLANTA PLUMBERS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt22STERLING BOILER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt23ADVANCED PROJECT CONTROLS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt24TURNER INDUSTRIAL MAINTENANCE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt25J&J GENERAL MAINTENANCE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt26MAY CONTRACTING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt27SOUTHEASTERN PIPETRADES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt28PIPE TRADES MN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt29PLUMBERS 452
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt30ATLAS INDUSTRIAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt31GLOBAL SCAFFOLD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt32PLUMBERS 524
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt33PIPELOGIC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt34DEBRA KUEMPEL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt35GEIGER BROTHERS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt36LUSK MECHANICAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt37TOTAL TESTED
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt38ADD RECIPROCALS PRIOR NET
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt39H&W SUBSIDY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt40TOTAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt41TOTAL PER WTB
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt42VARIANCEE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt43VARIANCES DUE TO RECIPROCALS BEING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt44HOURS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt45CONTRIBUTIONS
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04739630
IRS990/TotalAssetsEOYAmt04788769
IRS990/TotalAssetsGrp/BOYAmt04739630
IRS990/TotalAssetsGrp/EOYAmt04788769
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt04444911
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt095810
IRS990/TotalLiabilitiesEOYAmt088217
IRS990/TotalLiabilitiesGrp/BOYAmt095810
IRS990/TotalLiabilitiesGrp/EOYAmt088217
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04643820
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04700552
IRS990/TotalProgramServiceRevenueAmt04452966
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04501493
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04501493
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04739630
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04788769
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0333 WEST VINE STREET
IRS990/USAddress/CityNm0LEXINGTON
IRS990/USAddress/StateAbbreviationCd0KY
IRS990/USAddress/ZIPCd040507
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN HOLBROOK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06063252544
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLUMBERS & STEAMFITTERS LU 248
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH AND WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0PLUM
ReturnHeader/Filer/EIN0616038481
ReturnHeader/Filer/PhoneNum06063252544
ReturnHeader/Filer/USAddress/AddressLine1Txt0333 WEST VINE STREET
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,788,769
Liabilities
$88,217
Net assets
$4,700,552
Revenue
$4,501,493
Expenses
$4,444,911
Net income
$56,582
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.00$0.04$9.96$7.01$6.28$0.73
2023Detailed filing. Detailed filing data is available for this year.$8.77$0.04$8.73$6.01$5.93$0.08
2022Detailed filing. Detailed filing data is available for this year.$8.83$0.03$8.80$5.68$5.35$0.33
2021Detailed filing. Detailed filing data is available for this year.$8.99$0.04$8.95$5.09$4.50$0.59
2020Detailed filing. Detailed filing data is available for this year.$7.87$0.04$7.83$5.54$4.79$0.75
2019Detailed filing. Detailed filing data is available for this year.$6.84$0.09$6.75$5.79$4.75$1.05
2018Detailed filing. Detailed filing data is available for this year.$5.63$0.05$5.59$5.17$4.27$0.90
2017Detailed filing. Detailed filing data is available for this year.$4.79$0.09$4.70$4.50$4.44$0.06
2016Summary only. Only limited summary data is available for this year.$4.74$0.10$4.64$5.46$4.68$0.78
2015Summary only. Only limited summary data is available for this year.$3.90$0.05$3.86$5.50$4.16$1.33
2014Summary only. Only limited summary data is available for this year.$2.60$0.08$2.52$4.30$3.23$1.07
2013Summary only. Only limited summary data is available for this year.$1.49$0.04$1.45$4.21$3.52$0.70
2012Summary only. Only limited summary data is available for this year.$0.78$0.03$0.75$3.63$3.83$0.20
2011Summary only. Only limited summary data is available for this year.$1.00$0.05$0.95$3.25$3.76$0.51
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)9 • $1M-$5M nonprofits