Civic Intelligence

Iron Workers Welfare Fund

990 • Fiscal year 2022 • EIN 72-0506999

Aug 01, 2021 to Jul 31, 2022 • Filed on May 17, 2023

Organization ProfileN/A

View Organization Page

1600 Highway 6 South 340Sugar Land, TX 77478

(713) 219-1211

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.27x

Higher debt load relative to assets than 82% of similar nonprofits.

2022 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

95th percentile

0.63x

Higher debt load relative to revenue than 95% of similar nonprofits.

2022 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2022

Net Margin

27th percentile

-3.5%

Higher net margin than 27% of similar nonprofits.

2022 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2022 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2022

Asset Growth

60th percentile

-2.6%

Faster asset growth than 60% of similar nonprofits.

2022 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

97th percentile

76%

Faster revenue growth than 97% of similar nonprofits.

2022 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$10,768,586

Down $284,873 (-2.6%) from 2021

Net Assets

Down

$7,824,188

Down $905,122 (-10%) from 2021

Liabilities

Up

$2,944,398

Up $620,249 (+27%) from 2021

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin27th percentile

Revenue

Up

$4,698,956

Up $2,036,393 (+76%) from 2021

Expenses

Up

$4,862,923

Up $1,632,140 (+51%) from 2021

Net Income

Up

-$163,967

Up $404,253 (+71%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$15M$10M$5.0M$0Assets 2011: $8,866,701Liabilities 2011: $1,381,468Net Assets 2011: $7,485,2332011Assets 2012: $9,751,826Liabilities 2012: $1,494,640Net Assets 2012: $8,257,1862012Assets 2013: $10,311,769Liabilities 2013: $1,480,396Net Assets 2013: $8,831,3732013Assets 2014: $10,748,787Liabilities 2014: $1,744,985Net Assets 2014: $9,003,8022014Assets 2015: $10,788,102Liabilities 2015: $1,868,668Net Assets 2015: $8,919,4342015Assets 2016: $10,530,475Liabilities 2016: $1,688,291Net Assets 2016: $8,842,1842016Assets 2017: $9,902,446Liabilities 2017: $1,718,056Net Assets 2017: $8,184,3902017Assets 2018: $9,511,480Liabilities 2018: $1,846,229Net Assets 2018: $7,665,2512018Assets 2019: $9,761,895Liabilities 2019: $2,168,020Net Assets 2019: $7,593,8752019Assets 2020: $10,263,473Liabilities 2020: $1,529,280Net Assets 2020: $8,734,1932020Assets 2021: $11,053,459Liabilities 2021: $2,324,149Net Assets 2021: $8,729,3102021Assets 2022: $10,768,586Liabilities 2022: $2,944,398Net Assets 2022: $7,824,1882022Assets 2023: $11,729,896Liabilities 2023: $2,826,348Net Assets 2023: $8,903,5482023Assets 2024: $13,911,237Liabilities 2024: $2,370,886Net Assets 2024: $11,540,3512024

Highlighted filing

2022

Assets$10,768,586
Liabilities$2,944,398
Net Assets$7,824,188
Open 2022 Filing

Operations Trend

Revenue Growth97th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $2,489,1582011Expenses 2012: $2,840,8602012Expenses 2013: $2,752,8382013Revenue 2014: $4,152,332Expenses 2014: $3,971,264Net Income 2014: $181,0682014Revenue 2015: $3,987,367Expenses 2015: $3,991,619Net Income 2015: -$4,2522015Revenue 2016: $3,528,399Expenses 2016: $3,779,577Net Income 2016: -$251,1782016Revenue 2017: $3,514,832Expenses 2017: $4,276,232Net Income 2017: -$761,4002017Revenue 2018: $3,571,523Expenses 2018: $4,011,592Net Income 2018: -$440,0692018Revenue 2019: $3,760,660Expenses 2019: $3,999,130Net Income 2019: -$238,4702019Revenue 2020: $3,010,175Expenses 2020: $2,361,219Net Income 2020: $648,9562020Revenue 2021: $2,662,563Expenses 2021: $3,230,783Net Income 2021: -$568,2202021Revenue 2022: $4,698,956Expenses 2022: $4,862,923Net Income 2022: -$163,9672022Revenue 2023: $6,406,686Expenses 2023: $5,260,023Net Income 2023: $1,146,6632023Revenue 2024: $7,014,768Expenses 2024: $4,996,425Net Income 2024: $2,018,3432024

Highlighted filing

2022

Revenue$4,698,956
Expenses$4,862,923
Net Income-$163,967
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2021 to Jul 31, 2022
Signed
May 17, 2023
Return Version
2021v4.2
Gross Receipts
$6,954,212
Mission and Program Overview

Mission

To provide health and welfare benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$10,083,076$9,378,339▼ $704,737
Accounts Receivable$505,043$740,420▲ $235,377
Savings and Temporary Cash Investments$491,780$553,313▲ $61,533
Cash and Non-Interest-Bearing Accounts$-26,440$96,514▲ $122,954
Total Assets$11,053,459$10,768,586▼ $284,873
Liabilities
Other Liabilities$2,157,772$2,878,437▲ $720,665
Accounts Payable and Accrued Expenses$166,377$65,961▼ $100,416
Total Liabilities$2,324,149$2,944,398▲ $620,249
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,729,310$7,824,188▼ $905,122
Total Net Assets Fund Balance$8,729,310$7,824,188▼ $905,122
Total Liabilities and Net Assets / Fund Balance$11,053,459$10,768,586▼ $284,873
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Herman AdamsUnion Trustee, Chairman
Dave BennettEmployer Trustee
John GandyEmployer Trustee
Walter AshfordEmployer Trustee
Mike O'ConnorEmployer Trustee - Co-Chai
John FontenotUnion Trustee
Lovis MoomeyUnion Trustee
Michael RichardsUnion Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
CignaAdministrative900 Cottage Grove Road, Bloomfield, CT 06002$264,943
Zenith American SolutionsAdministrative95555 W Sam Houston Pkwy S 400, Houston, TX 77099$163,378
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,511,077
Investment Income
$186,364
Other Revenue
$1,515
Change in Net Assets
$-163,967

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,698,956
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-741,155
Total Revenue per Audited Statements
$3,957,801
Total Revenue per Form 990
$4,698,956
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$615,087
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---$4,247,836
Fees for Services Other---$242,483
Fees for Services Management---$163,378
Fees for Services Legal---$62,212
Other Expenses---$52,141
Office Expenses---$34,969
Fees for Services Accounting---$31,695
Fees for Service Investment Mgmnt Fees---$27,613
Conferences and Meetings---$596
Total Functional Expenses$0$0$0$4,862,923

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,862,924
Total Expenses per Form 990$4,862,924
Total Expenses per Audited Statements$4,142,259
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$-720,665
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
Hour Bank Liability$2,125,937
Claims Incurred Liability$752,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
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

“The Form 990 was provided to the Board of Trustees for their review.”

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

“Trustees review this yearly at trustee meetings.”

Form 990, Part VI, Section C, line 19

“All governing documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Iron Workers Welfare Fund
EIN
72-0506999
Phone
7132191211
Address
1600 Highway 6 South 340, Sugar Land, TX 77478

Signing Officer

Name
Mike O'Connor
Title
Trustee
Phone
7132191203
Signed
2023-05-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mike O'Connor
Formed
1958
Legal Domicile
La
Voting Board Members
8
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Needles & Associates LLC
Address
350 Interlocken Blvd STE 360, Broomfield, CO 80021
Preparer
Kurt D Needles CPA
Phone
3034304225
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C:

“The organization has not changed its oversight process or selection process during the tax year.”

Financial Statement Notes

Part X, Line 2:

“The Trust funding benefits of the Plan received an exemption letter from the Internal Revenue Service stating that the Trust is tax-exempt under the provision of Section 501(c)9 of the Internal Revenue Code. The Plan and the trust are required to operate in conformity with the Internal Revenue Code to maintain the tax-exempt status of the Trust. Plan management believes that the Plan is being operated in compliance with the applicable requirements of the Internal Revenue Code. Accounting principles generally accepted in the United States of America require Plan management to evaluate tax positions taken by the Plan and recognize a tax liability (or asset) if it has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Plan management has evaluated the Plan's tax positions and concluded that the Plan has taken no uncertain tax positions that would require financial statement recognition or disclosure for the years ended July 31, 2022 and 2021. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. With few exceptions, the Plan is no longer subject to tax examinations by tax authorities for years preceding July 31, 2018.”

Part XII, Line 2D - Other Adjustments:

“Change in IBNR -202,500. Change in Hour Bank -518,165.”

Raw XML AppendixShowing 400 of 420 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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IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt04862924
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-741155
IRS990ScheduleD/OtherExpensesIncludedAmt0-720665
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02125937
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1752500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Hour Bank Liability
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Claims Incurred Liability
IRS990ScheduleD/RevenueNotReportedAmt0-741155
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04698956
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Trust funding benefits of the Plan received an exemption letter from the Internal Revenue Service stating that the Trust is tax-exempt under the provision of Section 501(c)9 of the Internal Revenue Code. The Plan and the trust are required to operate in conformity with the Internal Revenue Code to maintain the tax-exempt status of the Trust. Plan management believes that the Plan is being operated in compliance with the applicable requirements of the Internal Revenue Code. Accounting principles generally accepted in the United States of America require Plan management to evaluate tax positions taken by the Plan and recognize a tax liability (or asset) if it has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Plan management has evaluated the Plan's tax positions and concluded that the Plan has taken no uncertain tax positions that would require financial statement recognition or disclosure for the years ended July 31, 2022 and 2021. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. With few exceptions, the Plan is no longer subject to tax examinations by tax authorities for years preceding July 31, 2018.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Change in IBNR -202,500. Change in Hour Bank -518,165.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 2d - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt04862924
IRS990ScheduleD/TotalLiabilityAmt02878437
IRS990ScheduleD/TotalRevenuePerForm990Amt04698956
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03957801
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04142259
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Form 990 was provided to the Board of Trustees for their review.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Trustees review this yearly at trustee meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2All governing documents are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization has not changed its oversight process or selection process during the tax year.
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 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XII, Line 2c:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0000000000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0LA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0Info for Sch R Part III and IV is maintained by the Fund administrator
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0LA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd070001
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0000000000
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0LA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PredominantIncomeTypeTxt0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0Info for Sch R Part III and IV is maintained by the Fund administrator
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0NA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0LA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd070001
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Mid-South Iron Workers Pension
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1Mid-South Iron Workers Direct Contribution Fund
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0726032179
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1721303411
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0401(a)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1401(a)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0LA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1LA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Provide pension benefits.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1Provide pension benefits.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt09555 W Sam Houston Pkwy S 400
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt19555 W Sam Houston Pkwy S 400
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Houston
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1Houston
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd077099
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd177099
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt011053459
IRS990/TotalAssetsEOYAmt010768586
IRS990/TotalAssetsGrp/BOYAmt011053459
IRS990/TotalAssetsGrp/EOYAmt010768586
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt04862923
IRS990/TotalGrossUBIAmt0-26077
IRS990/TotalLiabilitiesBOYAmt02324149
IRS990/TotalLiabilitiesEOYAmt02944398
IRS990/TotalLiabilitiesGrp/BOYAmt02324149
IRS990/TotalLiabilitiesGrp/EOYAmt02944398
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt08729310
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07824188
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt04511077
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0212441
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04512592
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04698956
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-26077
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt011053459
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt010768586
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01600 Highway 6 South 340
IRS990/USAddress/CityNm0Sugar Land
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077478
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt00
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/PersonNm0Mike O'Connor
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum07132191203
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Iron Workers Welfare Fund
ReturnHeader/Filer/BusinessNameControlTxt0IRON
ReturnHeader/Filer/EIN0720506999
ReturnHeader/Filer/PhoneNum07132191211

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,768,586
Liabilities
$2,944,398
Net assets
$7,824,188
Revenue
$4,698,956
Expenses
$4,862,923
Net income
-$163,967
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.9$2.37$11.5$7.01$5.00$2.02
2023Detailed filing. Detailed filing data is available for this year.$11.7$2.83$8.90$6.41$5.26$1.15
2022Detailed filing. Detailed filing data is available for this year.$10.8$2.94$7.82$4.70$4.86$0.16
2021Detailed filing. Detailed filing data is available for this year.$11.1$2.32$8.73$2.66$3.23$0.57
2020Detailed filing. Detailed filing data is available for this year.$10.3$1.53$8.73$3.01$2.36$0.65
2019Detailed filing. Detailed filing data is available for this year.$9.76$2.17$7.59$3.76$4.00$0.24
2018Detailed filing. Detailed filing data is available for this year.$9.51$1.85$7.67$3.57$4.01$0.44
2017Detailed filing. Detailed filing data is available for this year.$9.90$1.72$8.18$3.51$4.28$0.76
2016Detailed filing. Detailed filing data is available for this year.$10.5$1.69$8.84$3.53$3.78$0.25
2015Detailed filing. Detailed filing data is available for this year.$10.8$1.87$8.92$3.99$3.99$0.00
2014Detailed filing. Detailed filing data is available for this year.$10.7$1.74$9.00$4.15$3.97$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.3$1.48$8.83$2.75
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.75$1.49$8.26$2.84
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.87$1.38$7.49$2.49