Civic Intelligence

Mech Cont Local 119 Welfare Plan

EIN 63-6053187 • 501(c)9 • Mobile, AL

View Organization Page

Profile

Welfare plan for union employees

1717 Old Shell RoadMobile, AL 36604

n/A

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

Higher debt load relative to assets than 49% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

55th percentile

0.00x

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

501(c)9 • $1M-$5M nonprofits • Source year 2025

Net Margin

21st percentile

-13%

Higher net margin than 21% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

501(c)9 • $1M-$5M nonprofits • Source year 2025

Asset Growth

31st percentile

-8.2%

Faster asset growth than 31% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$5,206,613

Up $407,668 (+8.5%) from 2023

Liabilities

Down

$21,322

Down $49,709 (-70%) from 2023

Net Assets

Up

$5,185,291

Up $457,377 (+9.7%) from 2023

Operations
Liabilities / Revenue55th percentileNet Margin21st percentile

Revenue

Up

$3,042,918

Up $325,222 (+12%) from 2023

Expenses

Down

$2,619,931

Down $391,411 (-13%) from 2023

Net Income

Up

$422,987

Up $716,633 (+244%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $4,314,943Liabilities 2012: $9,917Net Assets 2012: $4,305,0262012Assets 2013: $4,156,727Liabilities 2013: $10,329Net Assets 2013: $4,146,3982013Assets 2014: $3,862,858Liabilities 2014: $15,568Net Assets 2014: $3,847,2902014Assets 2015: $4,042,305Liabilities 2015: $9,655Net Assets 2015: $4,032,6502015Assets 2016: $4,074,202Liabilities 2016: $14,031Net Assets 2016: $4,060,1712016Assets 2017: $5,228,141Liabilities 2017: $8,019Net Assets 2017: $5,220,1222017Assets 2018: $6,121,706Liabilities 2018: $112,731Net Assets 2018: $6,008,9752018Assets 2019: $6,259,596Liabilities 2019: $9,765Net Assets 2019: $6,249,8312019Assets 2020: $6,400,654Liabilities 2020: $10,624Net Assets 2020: $6,390,0302020Assets 2021: $5,519,959Liabilities 2021: $14,205Net Assets 2021: $5,505,7542021Assets 2022: $5,052,319Liabilities 2022: $43,727Net Assets 2022: $5,008,5922022Assets 2023: $4,798,945Liabilities 2023: $71,031Net Assets 2023: $4,727,9142023Assets 2024: $5,206,613Liabilities 2024: $21,322Net Assets 2024: $5,185,2912024

Highlighted filing

2024

Assets$5,206,613
Liabilities$21,322
Net Assets$5,185,291
Open 2024 Filing

Operations Trend

Revenue Growth66th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2012: $1,761,792Expenses 2012: $1,943,959Net Income 2012: -$182,1672012Expenses 2013: $1,835,2452013Revenue 2014: $1,605,641Expenses 2014: $1,904,749Net Income 2014: -$299,1082014Revenue 2015: $2,101,070Expenses 2015: $1,915,710Net Income 2015: $185,3602015Revenue 2016: $2,094,287Expenses 2016: $2,066,766Net Income 2016: $27,5212016Revenue 2017: $3,223,799Expenses 2017: $2,063,848Net Income 2017: $1,159,9512017Revenue 2018: $3,007,984Expenses 2018: $2,219,131Net Income 2018: $788,8532018Revenue 2019: $3,592,599Expenses 2019: $3,369,594Net Income 2019: $223,0052019Revenue 2020: $3,117,903Expenses 2020: $3,037,488Net Income 2020: $80,4152020Revenue 2021: $2,529,855Expenses 2021: $3,358,111Net Income 2021: -$828,2562021Revenue 2022: $2,564,337Expenses 2022: $2,982,816Net Income 2022: -$418,4792022Revenue 2023: $2,717,696Expenses 2023: $3,011,342Net Income 2023: -$293,6462023Revenue 2024: $3,042,918Expenses 2024: $2,619,931Net Income 2024: $422,9872024

Highlighted filing

2024

Revenue$3,042,918
Expenses$2,619,931
Net Income$422,987
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$5,206,613
Liabilities
$21,322
Net assets
$5,185,291
Revenue
$3,042,918
Expenses
$2,619,931
Net income
$422,987
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.21$0.02$5.19$3.04$2.62$0.42
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.80$0.07$4.73$2.72$3.01$0.29
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.05$0.04$5.01$2.56$2.98$0.42
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.52$0.01$5.51$2.53$3.36$0.83
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.40$0.01$6.39$3.12$3.04$0.08
2019Summary only. Only limited summary data is available for this year.$6.26$0.01$6.25$3.59$3.37$0.22
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.12$0.11$6.01$3.01$2.22$0.79
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.23$0.01$5.22$3.22$2.06$1.16
2016Summary only. Only limited summary data is available for this year.$4.07$0.01$4.06$2.09$2.07$0.03
2015Detailed filing. Detailed filing data is available for this year.$4.04$0.01$4.03$2.10$1.92$0.19
2014Detailed filing. Detailed filing data is available for this year.$3.86$0.02$3.85$1.61$1.90$0.30
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.16$0.01$4.15$1.84
2012Summary only. Only limited summary data is available for this year.$4.31$0.01$4.31$1.76$1.94$0.18
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Mar 24, 2023
Return Version
2021v4.2
Gross Receipts
$2,564,337
Mission and Program Overview

Mission

Welfare plan for union employees

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$5,505,754$5,008,592▼ $497,162
Savings and Temporary Cash Investments$5,186,685$4,706,146▼ $480,539
Accounts Receivable$332,469$345,382▲ $12,913
Prepaid Expenses and Deferred Charges$805$791▼ $14
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$5,519,959$5,052,319▼ $467,640
Liabilities
Accounts Payable and Accrued Expenses$14,205$43,727▲ $29,522
Total Liabilities$14,205$43,727▲ $29,522
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,505,754$5,008,592▼ $497,162
Total Liabilities and Net Assets / Fund Balance$5,519,959$5,052,319▼ $467,640
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Bob ClapperTrustee
J Bradley DonagheyTrustee
Kenneth ThorntonTrustee
Kenneth W ToddTrustee
Mark J Burnett JrTrustee
Steve RidgewayTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,534,672
Investment Income
$29,665
Other Revenue
$0
Change in Net Assets
$-418,479

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,564,337
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,564,337
Total Revenue per Form 990
$2,564,337
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$334,227
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$2,648,589--$2,648,589
Insurance$224,779--$224,779
Fees for Services Management$76,700--$76,700
Fees for Services Legal$9,209--$9,209
Fees for Services Accounting$7,816--$7,816
Office Expenses$1,482--$1,482
All Other Expenses$1,422--$1,422
Other Expenses$1,100--$1,100
Conferences and Meetings$746--$746
Total Functional Expenses$2,982,816$0$0$2,982,816

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,061,499
Expenses per Audited Statements$2,982,816
Total Expenses per Form 990$2,982,816
Expenses Not Reported on Form 990$78,683
Expenses Not Reported on Financial Statements$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
No
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
Yes
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 at board meeting for approval”

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

“Board constantly monitors conflicts of interest”

Form 990, Part VI, Section C, Line 18

“AVAILABLE UPON REQUEST”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Mechanical Contractors Ua Local 119
EIN
63-6053187
Phone
2514785412
Address
1717 OLD SHELL ROAD, MOBILE, AL 36604

Signing Officer

Name
Mj Burnett Jr
Title
Trustee
Phone
2514785412
Signed
2023-03-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mj Burnett Jr
Formed
1965
Legal Domicile
Al
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Carr Riggs & Ingram LLC
Address
1117 BOLL WEEVIL CIRCLE, ENTERPRISE, AL 36330
Preparer
Ashley H Stafford
Phone
3343470088
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The trust established under the plan to hold the plan's assets is intended to qualify pursuant to section 501(c)9 of the internal revenue code and, accordingly, the trust's net investment income is exempt from income taxes. The trust has obtained a favorable tax exemption letter from the internal revenue service and the trustees believe that the trust and the plan, as amended, continue to quality and to operate in accordance with applicable provisions of the internal revenue code. Tax positions are recognized only if it is "more likely than not" that the tax position be sustained in a tax examination, with a tax examination being presumed to occur. The amount recognized is the largest amount that is greater than 50% likely of being realized on examination. For tax positions not meeting the "more likely than not" test, no tax position is recorded. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix330 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt014205
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt043727
IRS990/AccountsReceivableGrp/BOYAmt0332469
IRS990/AccountsReceivableGrp/EOYAmt0345382
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0WELFARE PLAN FOR UNION EMPLOYEES
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01422
IRS990/AllOtherExpensesGrp/TotalAmt01422
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
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IRS990/BenefitsToMembersGrp/TotalAmt02648589
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ALABAMA ADMINISTRATORS
IRS990/BooksInCareOfDetail/PhoneNum02514785412
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01414 OLD SHELL ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0MOBILE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd036604
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0746
IRS990/ConferencesMeetingsGrp/TotalAmt0746
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt02648589
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt029665
IRS990/CYOtherExpensesAmt0334227
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt02534672
IRS990/CYRevenuesLessExpensesAmt0-418479
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt02982816
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02564337
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDE MEDICAL BENEFITS FOR ELIGIBLE EMPLOYEES
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt02982816
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt07816
IRS990/FeesForServicesAccountingGrp/TotalAmt07816
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt09209
IRS990/FeesForServicesLegalGrp/TotalAmt09209
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt076700
IRS990/FeesForServicesManagementGrp/TotalAmt076700
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0MARK J BURNETT JR
IRS990/Form990PartVIISectionAGrp/PersonNm1STEVE RIDGEWAY
IRS990/Form990PartVIISectionAGrp/PersonNm2KENNETH THORNTON
IRS990/Form990PartVIISectionAGrp/PersonNm3J BRADLEY DONAGHEY
IRS990/Form990PartVIISectionAGrp/PersonNm4BOB CLAPPER
IRS990/Form990PartVIISectionAGrp/PersonNm5KENNETH W TODD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01965
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02564337
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt0224779
IRS990/InsuranceGrp/TotalAmt0224779
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt029665
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt029665
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0AL
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0WELFARE PLAN FOR UNION EMPLOYEES
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05505754
IRS990/NetAssetsOrFundBalancesEOYAmt05008592
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-78683
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt01482
IRS990/OfficeExpensesGrp/TotalAmt01482
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ACTUARY
IRS990/OtherExpensesGrp/Desc1PRINTING
IRS990/OtherExpensesGrp/Desc2FIDUCIARY & FIDELITY IN
IRS990/OtherExpensesGrp/Desc3DUES & SUBSCRIPTIONS
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IRS990/OtherExpensesGrp/ProgramServicesAmt12586
IRS990/OtherExpensesGrp/ProgramServicesAmt22387
IRS990/OtherExpensesGrp/ProgramServicesAmt31100
IRS990/OtherExpensesGrp/TotalAmt06000
IRS990/OtherExpensesGrp/TotalAmt12586
IRS990/OtherExpensesGrp/TotalAmt22387
IRS990/OtherExpensesGrp/TotalAmt31100
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0805
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0791
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IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYERS CONTRIBUTION
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEES CONTRIBUTION
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt197535
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02437137
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt197535
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt03099169
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherExpensesAmt0258942
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02468079
IRS990/PYRevenuesLessExpensesAmt0-828256
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt03358111
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02529855
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-418479
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt05505754
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt05008592
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05186685
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04706146
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt078683
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02982816
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LossesReportedAmt078683
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02564337
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)9 OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE TRUST HAS OBTAINED A FAVORABLE TAX EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE AND THE TRUSTEES BELIEVE THAT THE TRUST AND THE PLAN, AS AMENDED, CONTINUE TO QUALITY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE INTERNAL REVENUE CODE. TAX POSITIONS ARE RECOGNIZED ONLY IF IT IS "MORE LIKELY THAN NOT" THAT THE TAX POSITION BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE "MORE LIKELY THAN NOT" TEST, NO TAX POSITION IS RECORDED. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt02982816
IRS990ScheduleD/TotalRevenuePerForm990Amt02564337
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02564337
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03061499
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PRESENTED AT BOARD MEETING FOR APPROVAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD CONSTANTLY MONITORS CONFLICTS OF INTEREST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05519959
IRS990/TotalAssetsEOYAmt05052319
IRS990/TotalAssetsGrp/BOYAmt05519959
IRS990/TotalAssetsGrp/EOYAmt05052319
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02982816
IRS990/TotalFunctionalExpensesGrp/TotalAmt02982816
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt014205
IRS990/TotalLiabilitiesEOYAmt043727
IRS990/TotalLiabilitiesGrp/BOYAmt014205
IRS990/TotalLiabilitiesGrp/EOYAmt043727
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05505754
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05008592
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02982816
IRS990/TotalProgramServiceRevenueAmt02534672
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02564337
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02564337
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05519959
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05052319
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01717 OLD SHELL ROAD
IRS990/USAddress/CityNm0MOBILE
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd036604
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MJ BURNETT JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02514785412
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MECHANICAL CONTRACTORS UA LOCAL 119
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WELFARE PLAN
ReturnHeader/Filer/BusinessNameControlTxt0MECH
ReturnHeader/Filer/EIN0636053187
ReturnHeader/Filer/PhoneNum02514785412
ReturnHeader/Filer/USAddress/AddressLine1Txt01717 OLD SHELL ROAD
ReturnHeader/Filer/USAddress/CityNm0MOBILE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036604
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721396621
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARR RIGGS & INGRAM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01117 BOLL WEEVIL CIRCLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ENTERPRISE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036330
ReturnHeader/PreparerPersonGrp/PhoneNum03343470088
ReturnHeader/PreparerPersonGrp/PreparationDt02023-03-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ASHLEY H STAFFORD
ReturnHeader/ReturnTs02023-04-11T08:05:28-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MJ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BURNETT JR
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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