Civic Intelligence

Plumbers & Steamfitters Local 760

EIN 63-6065827 • 501(c)9 • Muscle Shoals, AL

View Organization Page

Profile

To provide health and life insurance benefits to members of the local union.

PO Box 2678Muscle Shoals, AL 35661

n/A

Siviq Scores

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

Liabilities / Assets

34th percentile

0.01x

Higher debt load relative to assets than 34% of similar nonprofits.

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

Liabilities / Revenue

38th percentile

0.01x

Higher debt load relative to revenue than 38% of similar nonprofits.

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

Net Margin

78th percentile

22%

Higher net margin than 78% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

79th percentile

17%

Faster asset growth than 79% of similar nonprofits.

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

Revenue Growth

83rd percentile

21%

Faster revenue growth than 83% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$32,925,513

Up $4,823,638 (+17%) from 2023

Liabilities

Up

$170,264

Up $75,959 (+81%) from 2023

Net Assets

Up

$32,755,249

Up $4,747,679 (+17%) from 2023

Operations
Liabilities / Revenue38th percentileNet Margin78th percentile

Revenue

Up

$15,433,431

Up $2,705,961 (+21%) from 2023

Expenses

Up

$12,012,508

Up $1,808,289 (+18%) from 2023

Net Income

Up

$3,420,923

Up $897,672 (+36%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth79th percentile

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

$40M$30M$20M$10M$0Assets 2011: $6,312,948Liabilities 2011: $4,000Net Assets 2011: $6,308,9482011Assets 2012: $7,961,176Liabilities 2012: $2,324Net Assets 2012: $7,958,8522012Assets 2013: $8,587,917Liabilities 2013: $3,586Net Assets 2013: $8,584,3312013Assets 2014: $9,880,651Liabilities 2014: $3,062Net Assets 2014: $9,877,5892014Assets 2015: $10,499,118Liabilities 2015: $6,244Net Assets 2015: $10,492,8742015Assets 2016: $12,407,661Liabilities 2016: $2,155Net Assets 2016: $12,405,5062016Assets 2017: $13,590,552Liabilities 2017: $27,868Net Assets 2017: $13,562,6842017Assets 2018: $14,228,838Liabilities 2018: $75,980Net Assets 2018: $14,152,8582018Assets 2019: $17,515,513Liabilities 2019: $45,481Net Assets 2019: $17,470,0322019Assets 2020: $21,136,984Liabilities 2020: $276,818Net Assets 2020: $20,860,1662020Assets 2021: $23,698,827Liabilities 2021: $54,314Net Assets 2021: $23,644,5132021Assets 2022: $24,018,025Liabilities 2022: $297,746Net Assets 2022: $23,720,2792022Assets 2023: $28,101,875Liabilities 2023: $94,305Net Assets 2023: $28,007,5702023Assets 2024: $32,925,513Liabilities 2024: $170,264Net Assets 2024: $32,755,2492024

Highlighted filing

2024

Assets$32,925,513
Liabilities$170,264
Net Assets$32,755,249
Open 2024 Filing

Operations Trend

Revenue Growth83rd percentile

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

$20M$15M$10M$5.0M$0Revenue 2011: $5,181,182Expenses 2011: $4,338,589Net Income 2011: $842,5932011Revenue 2012: $5,832,696Expenses 2012: $4,182,792Net Income 2012: $1,649,9042012Revenue 2013: $5,004,053Expenses 2013: $4,378,574Net Income 2013: $625,4792013Revenue 2014: $5,590,628Expenses 2014: $4,297,370Net Income 2014: $1,293,2582014Revenue 2015: $5,482,528Expenses 2015: $5,077,393Net Income 2015: $405,1352015Revenue 2016: $7,642,233Expenses 2016: $6,519,798Net Income 2016: $1,122,4352016Revenue 2017: $9,439,047Expenses 2017: $8,383,270Net Income 2017: $1,055,7772017Revenue 2018: $11,101,622Expenses 2018: $9,781,274Net Income 2018: $1,320,3482018Revenue 2019: $11,738,531Expenses 2019: $9,530,412Net Income 2019: $2,208,1192019Revenue 2020: $13,364,544Expenses 2020: $11,024,982Net Income 2020: $2,339,5622020Revenue 2021: $13,600,813Expenses 2021: $11,767,665Net Income 2021: $1,833,1482021Revenue 2022: $13,760,667Expenses 2022: $10,594,706Net Income 2022: $3,165,9612022Revenue 2023: $12,727,470Expenses 2023: $10,204,219Net Income 2023: $2,523,2512023Revenue 2024: $15,433,431Expenses 2024: $12,012,508Net Income 2024: $3,420,9232024

Highlighted filing

2024

Revenue$15,433,431
Expenses$12,012,508
Net Income$3,420,923
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$32,925,513
Liabilities
$170,264
Net assets
$32,755,249
Revenue
$15,433,431
Expenses
$12,012,508
Net income
$3,420,923
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$32.9$0.17$32.8$15.4$12.0$3.42
2023Detailed filing. Detailed filing data is available for this year.$28.1$0.09$28.0$12.7$10.2$2.52
2022Detailed filing. Detailed filing data is available for this year.$24.0$0.30$23.7$13.8$10.6$3.17
2021Detailed filing. Detailed filing data is available for this year.$23.7$0.05$23.6$13.6$11.8$1.83
2020Detailed filing. Detailed filing data is available for this year.$21.1$0.28$20.9$13.4$11.0$2.34
2019Detailed filing. Detailed filing data is available for this year.$17.5$0.05$17.5$11.7$9.53$2.21
2018Detailed filing. Detailed filing data is available for this year.$14.2$0.08$14.2$11.1$9.78$1.32
2017Detailed filing. Detailed filing data is available for this year.$13.6$0.03$13.6$9.44$8.38$1.06
2016Summary only. Only limited summary data is available for this year.$12.4$0.00$12.4$7.64$6.52$1.12
2015Summary only. Only limited summary data is available for this year.$10.5$0.01$10.5$5.48$5.08$0.41
2014Summary only. Only limited summary data is available for this year.$9.88$0.00$9.88$5.59$4.30$1.29
2013Summary only. Only limited summary data is available for this year.$8.59$0.00$8.58$5.00$4.38$0.63
2012Summary only. Only limited summary data is available for this year.$7.96$0.00$7.96$5.83$4.18$1.65
2011Summary only. Only limited summary data is available for this year.$6.31$0.00$6.31$5.18$4.34$0.84
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 29, 2025
Return Version
2024v5.0
Gross Receipts
$19,513,362
Mission and Program Overview

Mission

To provide health and life insurance benefits to members of the local union.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$18,100,364$20,486,670▲ $2,386,306
Savings and Temporary Cash Investments$8,419,966$10,943,402▲ $2,523,436
Accounts Receivable$1,573,035$1,486,931▼ $86,104
Land, Buildings, and Equipment, Net$8,510$8,510→ $0
Total Assets$28,101,875$32,925,513▲ $4,823,638
Liabilities
Accounts Payable and Accrued Expenses$94,305$170,264▲ $75,959
Total Liabilities$94,305$170,264▲ $75,959
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$28,007,570$32,755,249▲ $4,747,679
Total Net Assets Fund Balance$28,007,570$32,755,249▲ $4,747,679
Total Liabilities and Net Assets / Fund Balance$28,101,875$32,925,513▲ $4,823,638

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$8,510$90,605$99,115
Equipment-$2,739$2,739
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Bill StricklandTrustee
Greg EzellTrustee
Grover JohnsonTrustee
Joe ChittamTrustee
John EmbryTrustee
Tim MardisTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$14,495,061
Investment Income
$938,370
Other Revenue
$0
Change in Net Assets
$3,420,923

Audited Revenue Reconciliation

Revenue per Audited Statements
$15,240,412
Revenue Not Reported on Financial Statements
$193,019
Revenue Not Reported on Form 990
$1,326,756
Other Revenue Adjustments
$193,019
Total Revenue per Audited Statements
$16,567,168
Total Revenue per Form 990
$15,433,431
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$363,870
Salaries, Compensation, and Employee Benefits$99,741
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$11,548,897--$11,548,897
Fees for Service Investment Mgmnt Fees$193,019--$193,019
Other Salaries and Wages$57,240--$57,240
Fees for Services Accounting$48,845--$48,845
Other Expenses$48,640--$48,640
Fees for Services Other$36,213--$36,213
Payroll Taxes$26,190--$26,190
Office Expenses$18,556--$18,556
Other Employee Benefits$16,311--$16,311
Insurance$6,720--$6,720
Fees for Services Legal$6,000--$6,000
Occupancy$4,550--$4,550
Travel$1,327--$1,327
Total Functional Expenses$12,012,508$0$0$12,012,508

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$12,012,508
Expenses per Audited Statements$11,819,489
Total Expenses per Audited Statements$11,819,489
Expenses Not Reported on Financial Statements$193,019
Other Expense Adjustments$193,019
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“Members of local 760 that are eligible to participate in the plan.”

Form 990, Page 6, Part VI, Line 7A

“The board of trustees consisting of six trustees, three shall be designated employer trustees and shall be appointed by the employers, and three of whom shall be designated as union trustees and shall be appointed by the union.”

Form 990, Page 6, Part VI, Line 7B

“All fiscal matters covered under the collective bargaining agreement are subject to member approval.”

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

“A member of the board will review the 990 ahead of filing.”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Plumbers & Steamfitters Local 760
EIN
63-6065827
Phone
2533837900
Address
PO BOX 2678, MUSCLE SHOALS, AL 35661

Signing Officer

Name
Greg Ezell
Title
Trustee
Phone
2563837917
Signed
2025-10-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Greg Ezell
Formed
1965
Legal Domicile
Al
Voting Board Members
6
Independent Board Members
6
Employees
24

Preparer

Firm
Bellows Associates Pa
Address
5401 N UNIVERSITY DRIVE SUITE 201, CORAL SPRINGS, FL 33067
Preparer
Kirsten D Messina Mba Afsp
Phone
9548387000
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Investment manager fees -193,019 investment manager fees 193,019”

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 4B

“Investment manager fees 193,019”

Schedule D, Page 4, Part XII, Line 4B

“Investment manager fees 193,019”

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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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IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02739
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IRS990ScheduleD/ExpensesSubtotalAmt011819489
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01326756
IRS990ScheduleD/OtherExpensesNotIncludedAmt0193019
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt08510
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt090605
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt099115
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0193019
IRS990ScheduleD/RevenueNotReportedAmt01326756
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0193019
IRS990ScheduleD/RevenueSubtotalAmt015240412
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INVESTMENT MANAGER FEES 193,019
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INVESTMENT MANAGER FEES 193,019
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 4B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 4B
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IRS990ScheduleD/TotalExpensesPerForm990Amt012012508
IRS990ScheduleD/TotalRevenuePerForm990Amt015433431
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt016567168
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt011819489
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS OF LOCAL 760 THAT ARE ELIGIBLE TO PARTICIPATE IN THE PLAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF TRUSTEES CONSISTING OF SIX TRUSTEES, THREE SHALL BE DESIGNATED EMPLOYER TRUSTEES AND SHALL BE APPOINTED BY THE EMPLOYERS, AND THREE OF WHOM SHALL BE DESIGNATED AS UNION TRUSTEES AND SHALL BE APPOINTED BY THE UNION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL FISCAL MATTERS COVERED UNDER THE COLLECTIVE BARGAINING AGREEMENT ARE SUBJECT TO MEMBER APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A MEMBER OF THE BOARD WILL REVIEW THE 990 AHEAD OF FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INVESTMENT MANAGER FEES -193,019 INVESTMENT MANAGER FEES 193,019
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine2Txt0LOCAL 760
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine2Txt1LOCAL 760
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UNITED ASSOC OF JRNYMAN LOCAL 760
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1LOCAL 760 SAVINGS & INVESTMENT PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2LOCAL 760 APPRENTICE EDUCATION FUND
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2PO BOX 2678
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MUSCLE SHOALS
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IRS990ScheduleR/PaidEmployeesSharingInd0true
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IRS990ScheduleR/TransferToOtherOrgInd0false
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IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt028101875
IRS990/TotalAssetsEOYAmt032925513
IRS990/TotalAssetsGrp/BOYAmt028101875
IRS990/TotalAssetsGrp/EOYAmt032925513
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt024
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
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IRS990/TotalFunctionalExpensesGrp/TotalAmt012012508
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt094305
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt032755249
IRS990/TotalProgramServiceRevenueAmt014495061
IRS990/TotalRevenueGrp/ExclusionAmt0836647
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt014596784
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt015433431
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt028101875
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt032925513
IRS990/TravelGrp/ProgramServicesAmt01327
IRS990/TravelGrp/TotalAmt01327
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02803 AVALON AVENUE
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IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GREG EZELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02563837917
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLUMBERS & STEAMFITTERS LOCAL 760
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH & WELFARE TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0PLUM
ReturnHeader/Filer/EIN0636065827
ReturnHeader/Filer/PhoneNum02533837900
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2678
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650804414
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BELLOWS ASSOCIATES PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05401 N UNIVERSITY DRIVE SUITE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CORAL SPRINGS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033067
ReturnHeader/PreparerPersonGrp/PhoneNum09548387000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIRSTEN D MESSINA MBA AFSP
ReturnHeader/ReturnTs02025-10-29T16:14:05-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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