Civic Intelligence

Afof L - Agc Building Trades

EIN 63-0327100 • 501(c)9 • Mobile, AL

View Organization Page

Profile

The Organization mission to is provide health benefits to eligible participants

PO Box 1492Mobile, AL 36633

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Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

24th percentile

0.00x

Higher debt load relative to revenue than 24% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Net Margin

43rd percentile

2.9%

Higher net margin than 43% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

501(c)9 • $25M-$50M nonprofits • Source year 2024

Asset Growth

35th percentile

3.1%

Faster asset growth than 35% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

54th percentile

8.0%

Faster revenue growth than 54% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$34,946,563

Up $1,065,480 (+3.1%) from 2023

Liabilities

Down

$19,492

Down $124,985 (-87%) from 2023

Net Assets

Up

$34,927,071

Up $1,190,465 (+3.5%) from 2023

Operations
Liabilities / Revenue24th percentileNet Margin43rd percentile

Revenue

Up

$19,013,934

Up $1,411,897 (+8.0%) from 2023

Expenses

Up

$18,467,647

Up $1,456,737 (+8.6%) from 2023

Net Income

Down

$546,287

Down $44,840 (-7.6%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

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

$40M$30M$20M$10M$0Assets 2011: $11,090,836Liabilities 2011: $36,472Net Assets 2011: $11,054,3642011Assets 2012: $11,325,355Liabilities 2012: $12,578Net Assets 2012: $11,312,7772012Assets 2013: $11,097,179Liabilities 2013: $18,022Net Assets 2013: $11,079,1572013Assets 2014: $13,298,430Liabilities 2014: $203,942Net Assets 2014: $13,094,4882014Assets 2015: $16,992,660Liabilities 2015: $175,692Net Assets 2015: $16,816,9682015Assets 2016: $16,836,091Liabilities 2016: $122,130Net Assets 2016: $16,713,9612016Assets 2017: $18,789,862Liabilities 2017: $118,061Net Assets 2017: $18,671,8012017Assets 2018: $21,023,921Liabilities 2018: $231,392Net Assets 2018: $20,792,5292018Assets 2019: $21,937,827Liabilities 2019: $150,215Net Assets 2019: $21,787,6122019Assets 2020: $20,957,864Liabilities 2020: $59,058Net Assets 2020: $20,898,8062020Assets 2021: $23,480,933Liabilities 2021: $113,411Net Assets 2021: $23,367,5222021Assets 2022: $32,732,825Liabilities 2022: $156,542Net Assets 2022: $32,576,2832022Assets 2023: $33,881,083Liabilities 2023: $144,477Net Assets 2023: $33,736,6062023Assets 2024: $34,946,563Liabilities 2024: $19,492Net Assets 2024: $34,927,0712024

Highlighted filing

2024

Assets$34,946,563
Liabilities$19,492
Net Assets$34,927,071
Open 2024 Filing

Operations Trend

Revenue Growth54th percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $6,469,238Expenses 2011: $6,310,967Net Income 2011: $158,2712011Revenue 2012: $5,236,914Expenses 2012: $4,978,501Net Income 2012: $258,4132012Expenses 2013: $4,823,8502013Revenue 2014: $6,471,046Expenses 2014: $4,835,506Net Income 2014: $1,635,5402014Revenue 2015: $11,768,939Expenses 2015: $7,596,407Net Income 2015: $4,172,5322015Revenue 2016: $9,488,424Expenses 2016: $9,577,046Net Income 2016: -$88,6222016Revenue 2017: $10,877,763Expenses 2017: $9,533,176Net Income 2017: $1,344,5872017Revenue 2018: $12,409,845Expenses 2018: $10,135,098Net Income 2018: $2,274,7472018Revenue 2019: $13,392,943Expenses 2019: $13,067,354Net Income 2019: $325,5892019Revenue 2020: $11,399,742Expenses 2020: $12,044,678Net Income 2020: -$644,9362020Revenue 2021: $14,448,543Expenses 2021: $12,555,993Net Income 2021: $1,892,5502021Revenue 2022: $15,699,477Expenses 2022: $14,768,129Net Income 2022: $931,3482022Revenue 2023: $17,602,037Expenses 2023: $17,010,910Net Income 2023: $591,1272023Revenue 2024: $19,013,934Expenses 2024: $18,467,647Net Income 2024: $546,2872024

Highlighted filing

2024

Revenue$19,013,934
Expenses$18,467,647
Net Income$546,287
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,946,563
Liabilities
$19,492
Net assets
$34,927,071
Revenue
$19,013,934
Expenses
$18,467,647
Net income
$546,287
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$34.9$0.02$34.9$19.0$18.5$0.55
2023Detailed filing. Detailed filing data is available for this year.$33.9$0.14$33.7$17.6$17.0$0.59
2022Detailed filing. Detailed filing data is available for this year.$32.7$0.16$32.6$15.7$14.8$0.93
2021Detailed filing. Detailed filing data is available for this year.$23.5$0.11$23.4$14.4$12.6$1.89
2020Detailed filing. Detailed filing data is available for this year.$21.0$0.06$20.9$11.4$12.0$0.64
2019Detailed filing. Detailed filing data is available for this year.$21.9$0.15$21.8$13.4$13.1$0.33
2018Detailed filing. Detailed filing data is available for this year.$21.0$0.23$20.8$12.4$10.1$2.27
2017Detailed filing. Detailed filing data is available for this year.$18.8$0.12$18.7$10.9$9.53$1.34
2016Detailed filing. Detailed filing data is available for this year.$16.8$0.12$16.7$9.49$9.58$0.09
2015Detailed filing. Detailed filing data is available for this year.$17.0$0.18$16.8$11.8$7.60$4.17
2014Detailed filing. Detailed filing data is available for this year.$13.3$0.20$13.1$6.47$4.84$1.64
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.1$0.02$11.1$4.82
2012Summary only. Only limited summary data is available for this year.$11.3$0.01$11.3$5.24$4.98$0.26
2011Summary only. Only limited summary data is available for this year.$11.1$0.04$11.1$6.47$6.31$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 1, 2025
Return Version
2023v6.0
Gross Receipts
$34,182,674
Mission and Program Overview

Mission

The Organization mission to is provide health benefits to eligible participants

To provide health benefits to its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$29,227,639$30,489,645▲ $1,262,006
Cash and Non-Interest-Bearing Accounts$2,181,176$2,659,048▲ $477,872
Accounts Receivable$2,239,200$1,557,230▼ $681,970
Land, Buildings, and Equipment, Net$139,162$132,065▼ $7,097
Total Assets$33,881,083$34,946,563▲ $1,065,480
Other Assets Total$93,906$108,575▲ $14,669
Liabilities
Accounts Payable and Accrued Expenses$144,477$19,492▼ $124,985
Total Liabilities$144,477$19,492▼ $124,985
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$33,736,606$34,927,071▲ $1,190,465
Total Net Assets Fund Balance$33,736,606$34,927,071▲ $1,190,465
Total Liabilities and Net Assets / Fund Balance$33,881,083$34,946,563▲ $1,065,480

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$55,461$266,636$322,097
Land$69,747-$69,747
Equipment$6,857$15,416$22,273
Compensation and Service Providers
Top Officer Pay44th percentile

Board Members and Trustees

NameTitle
Allen SteadmanChairman
Adam BrooksTrustee
Charlie SherwoodTrustee
Gavin RathboneTrustee
Jay SchuellyTrustee
Jeff SmithTrustee
Lawayne BowlenTrustee
Lee BaileyTrustee
Tim MillerTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue ShieldInsurance Provider45 RIVERCHASE PARKWAY EAST, Birmingham, AL 35298$1,101,216
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$17,650,237
Investment Income
$1,308,137
Other Revenue
$55,560
Change in Net Assets
$546,287

Audited Revenue Reconciliation

Revenue per Audited Statements
$18,921,934
Revenue Not Reported on Financial Statements
$92,000
Revenue Not Reported on Form 990
$644,178
Total Revenue per Audited Statements
$19,566,112
Total Revenue per Form 990
$19,013,934
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,464,296
Salaries, Compensation, and Employee Benefits$166,101
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$16,837,250
Other Salaries and Wages---$107,974
Fees for Service Investment Mgmnt Fees---$92,000
Fees for Services Other---$72,442
Information Technology---$51,704
Pension Plan Contributions---$49,751
Fees for Services Accounting---$39,281
Insurance---$24,061
Office Expenses---$21,805
Fees for Services Legal---$19,905
Payroll Taxes---$8,376
Depreciation Depletion---$7,542
All Other Expenses---$7,226
Other Expenses---$5,180
Conferences and Meetings---$2,268
Total Functional Expenses$0$0$0$18,467,647

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$18,467,647
Expenses per Audited Statements$18,375,647
Total Expenses per Audited Statements$18,375,647
Expenses Not Reported on Financial Statements$92,000
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
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Form 990 is presented to the Board of Trustees for review. The return is reviewed and accepted. Any changes are made prior to filing.”

Form 990, Part VI, Section C, line 19

“The Organization makes its financial statements and governing documents available to the public upon written request.”

Filing and Contact Details

Filer

Filer Name
Afof L - Agc Building Trades
EIN
63-0327100
Phone
2514384765
Address
PO BOX 1492, MOBILE, AL 36633

Signing Officer

Name
Allen Steadham
Title
Chairman
Phone
2514384765
Signed
2025-05-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Allen Steadham
Formed
1966
Legal Domicile
Al
Voting Board Members
9
Independent Board Members
0
Employees
4
Volunteers
0

Preparer

Firm
Steven D Eisenberg CPA Pa
Address
7700 CONGRESS AVENUE STE 1128, BOCA RATON, FL 33487
Preparer
Steven D Eisenberg
Phone
9548469490
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C:

“The Board of Trustees is responsible for oversight of the audit. There has been no change in the process.”

Raw XML Appendix367 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
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IRS990/OtherExpensesGrp/Desc2UTILITIES
IRS990/OtherExpensesGrp/Desc3BANK CHARGES
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IRS990/OtherExpensesGrp/TotalAmt113088
IRS990/OtherExpensesGrp/TotalAmt26578
IRS990/OtherExpensesGrp/TotalAmt35180
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt118060
IRS990/OtherRevenueTotalAmt049260
IRS990/OtherSalariesAndWagesGrp/TotalAmt0107974
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt08376
IRS990/PensionPlanContributionsGrp/TotalAmt049751
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ALLEN STEADHAM
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0CONTRIBUTIONS
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IRS990/PYContributionsGrantsAmt00
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IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt06300
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 is presented to the Board of Trustees for review. The return is reviewed and accepted. Any changes are made prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Organization makes its financial statements and governing documents available to the public upon written request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Board of Trustees is responsible for oversight of the audit. There has been no change in the process.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part XII, Line 2c:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalEmployeeCnt04
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IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt019492
IRS990/TotalLiabilitiesGrp/BOYAmt0144477
IRS990/TotalLiabilitiesGrp/EOYAmt019492
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IRS990/TotalOtherCompensationAmt00
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IRS990/TotalReportableCompFromOrgAmt00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt018027466
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt019013934
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt034946563
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1492
IRS990/USAddress/CityNm0MOBILE
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd036633
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0NA
IRS990/WhistleblowerPolicyInd00
ReasonableCauseExplanation/ExplanationTxt0This firm, which is located in Florida, was engaged by the above referenced Fund to perform the 2023 year end audit and filing the Organization's annual tax filing, form 900. The Organization's tax year is January through December. Relying on that information, this firm proceeded to file form 8868, Extension of Time to file. Accordingly, the original due date would have been May 15, 2024. That date was extended by our filings of form 8868 to November 15, 2024.On September 23, 2024, the State of Alabama was impacted by Hurricanes Helene and Milton. Subsequently, on October 11, 2024, the Internal Revenue Service announced filing relief ( IR-2024-266) for those taxpayers affected by Hurricanes Helene and Milton including those taxpayers in Alabama, Florida, Georgia, North Carolina and South Carolina. The relief further extended the filing due date for federal tax forms including form 990 until May 1, 2025. The extended filing relief also included taxpayers outside of the affected areas but whose records are located within the disaster areas. Taking into consideration the Organization is located in Alabama and Certified Public Accountant, who is located in the State of Florida and who has the necessary records and documents for filing the return, the extended filing date of May 1, 2025 are located within the designated disaster area, the extended filing relief would apply to this Organization.Consequently, the above-referenced Organization respectfully request relief for any penalty that may arise as a result from the filing form 990.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALLEN STEADHAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02514384765
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AFOF L - AGC BUILDING TRADES
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WELFARE PLAN
ReturnHeader/Filer/BusinessNameControlTxt0AFOF
ReturnHeader/Filer/EIN0630327100
ReturnHeader/Filer/PhoneNum02514384765
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1492
ReturnHeader/Filer/USAddress/CityNm0MOBILE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036633
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650140643
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEVEN D EISENBERG CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07700 CONGRESS AVENUE STE 1128
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOCA RATON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033487
ReturnHeader/PreparerPersonGrp/PhoneNum09548469490
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN D EISENBERG
ReturnHeader/ReturnTs02025-05-01T20:08:12-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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