Civic Intelligence

Ironworkers Local Union 92 Health and Welfare Fund

990 • Fiscal year 2016 • EIN 63-0730024

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 12, 2017

Organization Profile

View Organization Page

2828 4th Avenue SouthBirmingham, AL 35233

(205) 323-2205

Siviq Scores

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

Liabilities / Assets

75th percentile

0.20x

Higher debt load relative to assets than 75% of similar nonprofits.

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

Liabilities / Revenue

89th percentile

0.37x

Higher debt load relative to revenue than 89% of similar nonprofits.

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

Net Margin

85th percentile

30%

Higher net margin than 85% 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

40th percentile

0.5%

Faster asset growth than 40% of similar nonprofits.

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

Revenue Growth

58th percentile

6.5%

Faster revenue growth than 58% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$8,058,141

Up $40,646 (+0.5%) from 2015

Net Assets

Up

$6,425,033

Up $1,302,604 (+25%) from 2015

Liabilities

Down

$1,633,108

Down $1,261,958 (-44%) from 2015

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin85th percentile

Revenue

Up

$4,400,385

Up $268,932 (+6.5%) from 2015

Expenses

Down

$3,097,781

Down $2,041,157 (-40%) from 2015

Net Income

Up

$1,302,604

Up $2,310,089 (+229%) from 2015

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: $5,183,320Liabilities 2011: $1,455,633Net Assets 2011: $3,727,6872011Assets 2012: $5,735,120Liabilities 2012: $1,386,676Net Assets 2012: $4,348,4442012Assets 2013: $6,299,638Liabilities 2013: $1,119,936Net Assets 2013: $5,179,7022013Assets 2014: $7,755,464Liabilities 2014: $1,625,550Net Assets 2014: $6,129,9142014Assets 2015: $8,017,495Liabilities 2015: $2,895,066Net Assets 2015: $5,122,4292015Assets 2016: $8,058,141Liabilities 2016: $1,633,108Net Assets 2016: $6,425,0332016Assets 2017: $8,676,955Liabilities 2017: $1,789,298Net Assets 2017: $6,887,6572017Assets 2018: $9,097,922Liabilities 2018: $2,242,147Net Assets 2018: $6,855,7752018Assets 2019: $8,866,572Liabilities 2019: $2,458,675Net Assets 2019: $6,407,8972019Assets 2020: $9,751,469Liabilities 2020: $1,737,597Net Assets 2020: $8,013,8722020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2016

Assets$8,058,141
Liabilities$1,633,108
Net Assets$6,425,033
Open 2016 Filing

Operations Trend

Revenue Growth58th percentile

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

$15M$10M$5.0M$0-$5.0M-$10MRevenue 2011: $4,281,331Expenses 2011: $3,543,113Net Income 2011: $738,2182011Revenue 2012: $3,972,219Expenses 2012: $3,351,462Net Income 2012: $620,7572012Revenue 2013: $3,575,304Expenses 2013: $2,744,046Net Income 2013: $831,2582013Revenue 2014: $2,090,754Expenses 2014: $1,860,911Net Income 2014: $229,8432014Revenue 2015: $4,131,453Expenses 2015: $5,138,938Net Income 2015: -$1,007,4852015Revenue 2016: $4,400,385Expenses 2016: $3,097,781Net Income 2016: $1,302,6042016Revenue 2017: $4,048,439Expenses 2017: $3,585,815Net Income 2017: $462,6242017Revenue 2018: $4,240,947Expenses 2018: $4,272,829Net Income 2018: -$31,8822018Revenue 2019: $4,655,299Expenses 2019: $5,103,177Net Income 2019: -$447,8782019Revenue 2020: $4,164,443Expenses 2020: $2,558,468Net Income 2020: $1,605,9752020Revenue 2021: $2,117,299Expenses 2021: $10,131,171Net Income 2021: -$8,013,8722021

Highlighted filing

2016

Revenue$4,400,385
Expenses$3,097,781
Net Income$1,302,604
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 12, 2017
Return Version
2016v3.0
Gross Receipts
$5,700,385
Mission and Program Overview

Mission

The provision of benefits to plan participants.

Provide health, hospital, major medical, and accident & sickness benefits to members for the ironworkers local union no. 92.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$7,548,875$7,530,481▼ $18,394
Rtn Earn Endowment Incm Other Fnds$5,122,429$6,425,033▲ $1,302,604
Accounts Receivable$463,092$517,015▲ $53,923
Prepaid Expenses and Deferred Charges$5,528$9,341▲ $3,813
Land, Buildings, and Equipment, Net-$1,304-
Total Assets$8,017,495$8,058,141▲ $40,646
Liabilities
Other Liabilities$2,503,580$1,391,700▼ $1,111,880
Accounts Payable and Accrued Expenses$391,486$241,408▼ $150,078
Total Liabilities$2,895,066$1,633,108▼ $1,261,958
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,122,429$6,425,033▲ $1,302,604
Total Liabilities and Net Assets / Fund Balance$8,017,495$8,058,141▲ $40,646

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,304$25,825$27,129
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Thomas MathisChairman
Fred MaddoxTrustee
Gavin RathboneTrustee
Wendell McabeeTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue Shield Of AlAdmin., Ppo4500 RIVERCHASE PKWY EAST, Birmingham, AL 35298$255,184
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,693,923
Investment Income
$106,792
Other Revenue
$599,670
Change in Net Assets
$1,302,604

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,400,385
Total Revenue per Audited Statements
$4,400,385
Total Revenue per Form 990
$4,400,385
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$632,651
Salaries, Compensation, and Employee Benefits$36,965
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$2,428,165
Insurance---$279,083
Fees for Services Other---$269,934
Other Salaries and Wages---$20,414
Fees for Services Accounting---$17,501
Fees for Services Legal---$10,547
Other Employee Benefits---$8,790
Office Expenses---$8,708
Conferences and Meetings---$6,468
Pension Plan Contributions---$5,960
All Other Expenses---$3,045
Other Expenses---$2,476
Occupancy---$2,100
Payroll Taxes---$1,801
Depreciation Depletion---$122
Total Functional Expenses$0$0$0$3,097,781

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,097,781
Total Expenses per Audited Statements$3,097,781
Total Expenses per Form 990$3,097,781
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
Accumulated Eligibility$1,391,700
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
Yes
Other officer compensation reviewed
Yes
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 7A

“Union trustees are appointed to the board by the union while the management trustees are appointed by the contractors association.”

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

“The form 990 is reviewed and approved by the entire board of trustees. It is then signed and filed.”

Form 990, Page 6, Part VI, Line 12C

“Conflicts of interest are reviewed continually and any issues that arise are handled at the regular board meetings.”

Form 990, Page 6, Part VI, Line 15A

“The members of the board of trustees are not compensated in any way.”

Form 990, Page 6, Part VI, Line 15B

“The members of the board of trustees are not compensated in any way. The sole employee of the fund was hired by the board and had her qualifications reviewed and compensation determined by competitive comparison by the entire board of trustees.”

Form 990, Page 6, Part VI, Line 19

“Available upon request. All communications contain reference to documents being available upon request.”

Filing and Contact Details

Filer

Filer Name
Ironworkers Local 92 Health &
EIN
63-0730024
Phone
2053232205
Address
2828 4TH AVENUE SOUTH, BIRMINGHAM, AL 35233

Signing Officer

Name
Thomas Mathis
Title
Chairman
Phone
2053232205
Signed
2017-10-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas Mathis
Formed
1977
Legal Domicile
Al
Voting Board Members
4
Independent Board Members
4
Employees
3

Preparer

Firm
Daniels Irwin & Aylor
Address
223 MADISON STREET SUITE 112, MADISON, TN 37115-3660
Preparer
Douglas a Irwin
Phone
6158686008
Raw XML AppendixShowing 400 of 437 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UNION TRUSTEES ARE APPOINTED TO THE BOARD BY THE UNION WHILE THE MANAGEMENT TRUSTEES ARE APPOINTED BY THE CONTRACTORS ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED AND APPROVED BY THE ENTIRE BOARD OF TRUSTEES. IT IS THEN SIGNED AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFLICTS OF INTEREST ARE REVIEWED CONTINUALLY AND ANY ISSUES THAT ARISE ARE HANDLED AT THE REGULAR BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE MEMBERS OF THE BOARD OF TRUSTEES ARE NOT COMPENSATED IN ANY WAY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE MEMBERS OF THE BOARD OF TRUSTEES ARE NOT COMPENSATED IN ANY WAY. THE SOLE EMPLOYEE OF THE FUND WAS HIRED BY THE BOARD AND HAD HER QUALIFICATIONS REVIEWED AND COMPENSATION DETERMINED BY COMPETITIVE COMPARISON BY THE ENTIRE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AVAILABLE UPON REQUEST. ALL COMMUNICATIONS CONTAIN REFERENCE TO DOCUMENTS BEING AVAILABLE UPON REQUEST.
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd21N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd22N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd23N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd24N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0ATLANTIC PLANT MAINTENANCE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1BSE INDUSTRIAL CONTRACTORS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2BABCOX & WILCOX ENTERPRISES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3CB&I STONE & WEBSTER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4CR MEYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5COLBURN CONSTRUCTION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6DAY & ZIMMERMANN NPS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7DIXIE MECHANICAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8ED MOORE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9G&R MINERAL SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt10H & R INDUSTRIAL CONTRACTORS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt11INDUSTRIAL CONTRACTING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt12IRON MOUNTAIN CONSTRUCTION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt13KING INDUSTRIES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt14MARSHALL ERECTING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt15MATRIX NAC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt16MCABEE CONSTRUCTION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt17MID-WEST STEEL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt18NKC CONVEYOR INSTALLATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt19PERFORMANCE CONTRACTING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt20PIQUA STEEL COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt21PRECISION STONE SETTING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt22STEEL CITY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt23TAYLOR CONSULTING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt24TENNESSEE VALLEY INDUSTRIAL CORPORA
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IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0ATLAS INDUSTRIAL CONTRACTORS LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt1DERR & ISBELL CONSTRUCTION LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt2LEDBETTER INDUSTRIAL LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt3MCDONOUGH CONSTRUCTION LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt4NATIONAL STEEL CITY LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt5VULCAN INDUSTRIAL CONTRACTORS LLC
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0BIRMINGHAM IRONWORKERS TRAINING PRO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1IRON WORKERS LOCAL UNION NO 92
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2IRON WORKERS LOCAL UNION NO 92 HEA
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
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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/TotalAssetsBOYAmt08017495
IRS990/TotalAssetsEOYAmt08058141
IRS990/TotalAssetsGrp/BOYAmt08017495
IRS990/TotalAssetsGrp/EOYAmt08058141
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt03097781
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02895066
IRS990/TotalLiabilitiesEOYAmt01633108
IRS990/TotalLiabilitiesGrp/BOYAmt02895066
IRS990/TotalLiabilitiesGrp/EOYAmt01633108
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05122429
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06425033
IRS990/TotalProgramServiceRevenueAmt03693923
IRS990/TotalRevenueGrp/ExclusionAmt0106792
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04293593
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04400385
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08017495
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08058141
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02828 4TH AVENUE SOUTH

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$8,058,141
Liabilities
$1,633,108
Net assets
$6,425,033
Revenue
$4,400,385
Expenses
$3,097,781
Net income
$1,302,604
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.12$10.1$8.01
2020Detailed filing. Detailed filing data is available for this year.$9.75$1.74$8.01$4.16$2.56$1.61
2019Detailed filing. Detailed filing data is available for this year.$8.87$2.46$6.41$4.66$5.10$0.45
2018Detailed filing. Detailed filing data is available for this year.$9.10$2.24$6.86$4.24$4.27$0.03
2017Detailed filing. Detailed filing data is available for this year.$8.68$1.79$6.89$4.05$3.59$0.46
2016Detailed filing. Detailed filing data is available for this year.$8.06$1.63$6.43$4.40$3.10$1.30
2015Detailed filing. Detailed filing data is available for this year.$8.02$2.90$5.12$4.13$5.14$1.01
2014Summary only. Only limited summary data is available for this year.$7.76$1.63$6.13$2.09$1.86$0.23
2013Summary only. Only limited summary data is available for this year.$6.30$1.12$5.18$3.58$2.74$0.83
2012Summary only. Only limited summary data is available for this year.$5.74$1.39$4.35$3.97$3.35$0.62
2011Summary only. Only limited summary data is available for this year.$5.18$1.46$3.73$4.28$3.54$0.74