Civic Intelligence

Cement Masons' Local 527 Joint

EIN 87-3457012 • 501(c)3 • Bridgeton, MO

NTEE B30

Profile

To provide training and classes for its members.

3341 Hollenberg DriveBridgeton, MO 63044-2433

n/A

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$825,927

Up $237,772 (+40%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$825,927

Up $237,772 (+40%) from 2023

Operations

Revenue

Down

$637,823

Down $32,904 (-4.9%) from 2023

Expenses

Up

$400,051

Up $162,976 (+69%) from 2023

Net Income

Down

$237,772

Down $195,880 (-45%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2022: $154,503Liabilities 2022: $0Net Assets 2022: $154,5032022Assets 2023: $588,155Liabilities 2023: $0Net Assets 2023: $588,1552023Assets 2024: $825,927Liabilities 2024: $0Net Assets 2024: $825,9272024

Highlighted filing

2024

Assets$825,927
Liabilities$0
Net Assets$825,927
Open 2024 Filing

Operations Trend

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

$800K$600K$400K$200K$0Revenue 2022: $167,146Expenses 2022: $12,643Net Income 2022: $154,5032022Revenue 2023: $670,727Expenses 2023: $237,075Net Income 2023: $433,6522023Revenue 2024: $637,823Expenses 2024: $400,051Net Income 2024: $237,7722024

Highlighted filing

2024

Revenue$637,823
Expenses$400,051
Net Income$237,772
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$825,927
Liabilities
$0
Net assets
$825,927
Revenue
$637,823
Expenses
$400,051
Net income
$237,772
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.26$0.00$8.26$6.38$4.00$2.38
2023Detailed filing. Detailed filing data is available for this year.$5.88$0.00$5.88$6.71$2.37$4.34
2022Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$1.67$0.13$1.55
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Apr 17, 2025
Return Version
2023v6.0
Gross Receipts
$637,823
Mission and Program Overview

Mission

To provide training and classes for its members.

EDUCATION AND TRAINING

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$588,155$825,927▲ $237,772
Cash and Non-Interest-Bearing Accounts$565,836$725,148▲ $159,312
Land, Buildings, and Equipment, Net$22,319$100,779▲ $78,460
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$588,155$825,927▲ $237,772
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$588,155$825,927▲ $237,772
Total Liabilities and Net Assets / Fund Balance$588,155$825,927▲ $237,772

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$50,420$11,142$61,562
Equipment$50,359$9,249$59,608
Compensation and Service Providers

Board Members and Trustees

NameTitle
Pat MoriarityChairperson
Bob HawkinsTrustee
Brad CampbellTrustee
Dan FlavinTrustee
Ed RankinTrustee
Jim RenickTrustee
Ken KozlowskiTrustee
Kurt DierkesTrustee
Mike StoddardTrustee
Scott DownsTraining Coordinator
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$607,069
Investment Income
$930
Other Revenue
$29,824
Change in Net Assets
$237,772

Audited Revenue Reconciliation

Revenue per Audited Statements
$637,823
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$637,823
Total Revenue per Form 990
$637,823
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$207,203
Salaries, Compensation, and Employee Benefits$192,848
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$148,968--$148,968
Occupancy$66,873--$66,873
Other Employee Benefits$43,880--$43,880
Fees for Services Accounting$27,313--$27,313
Depreciation Depletion$18,216--$18,216
Information Technology$15,355--$15,355
Insurance$14,656--$14,656
Fees for Services Legal$8,294--$8,294
Other Expenses$4,274--$4,274
Office Expenses$3,846--$3,846
Conferences and Meetings$3,205--$3,205
Fees for Services Management$470--$470
Total Functional Expenses$400,051$0$0$400,051

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$400,051
Total Expenses per Audited Statements$400,051
Total Expenses per Form 990$400,051
Expenses Not Reported on Financial Statements$0
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
Lobbying 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
Yes
Backup withholding compliance
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
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, Part VI, Section B, Line 11B

“The form is prepared by the independent auditors and distributed to the governing body for review and approval by the financial secretary prior to filing.”

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

“On an annual basis the officers and trustees of the union are required to disclose in writing any actual or perceived conflicts of interest. Any disclosures are addressed by the governing board.”

Form 990, Part VI, Section B, Line 15

“The compensation of employees is reviewed and approved by the board of trustees, provided that persons with conflicts of interest with respect to compensation arrangement issues are not involved in this review and approval. There is contemporaneous documentation and recordkeeping with respect to the deliberations and decisions regarding the compensation arrangement.”

Form 990, Part VI, Section C, Line 18

“The information is made available upon request.”

Form 990, Part VI, Section C, Line 19

“The fund does not regularly provide such information to the public unless upon request. This information is for internal uses and for the use of participants of the fund.”

FORM 990, PART VII, SECTION A:

“The salary and benefits information for the trustees who could be considered related to the fund is reported on the respective form 990's for the entities that pay the trustee's salaries and benefits.”

Filing and Contact Details

Filer

Filer Name
CEMENT MASONS' LOCAL 527 JOINT
EIN
87-3457012
Phone
3147391129
Address
3341 HOLLENBERG DRIVE, BRIDGETON, MO 63044-2433

Signing Officer

Name
Michael Behlmann
Title
Training Coordinator
Phone
3147391129
Signed
2025-04-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Behlmann
Formed
2021
Legal Domicile
Mo
Voting Board Members
6
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Anders Minkler Huber & Helm Llp
Address
800 MARKET STREET SUITE 500, ST LOUIS, MO 63101-2501
Preparer
R Christopher Madison
Phone
3146555500
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“No changes from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The plan's management is required to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the applicable taxing authorities. The plan's management has analyzed the tax positions taken by the plan and has concluded that as of july 31, 2024 and 2023, there are no uncertain positions taken, or expected to be taken, that would require recognition of a liability or disclosure in the financial statements. The plan is also subject to routine audits by the department of labor, generally for six years after the statutory due date of the annual information return. There are currently no audits in progress for any tax periods.”

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE PLAN'S DATE OF INCEPTION WAS SEPTEMBER 22, 2021.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN'S MANAGEMENT IS REQUIRED TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. THE PLAN'S MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF JULY 31, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS ALSO SUBJECT TO ROUTINE AUDITS BY THE DEPARTMENT OF LABOR, GENERALLY FOR SIX YEARS AFTER THE STATUTORY DUE DATE OF THE ANNUAL INFORMATION RETURN. THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY TAX PERIODS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0100779
IRS990ScheduleD/TotalExpensesPerForm990Amt0400051
IRS990ScheduleD/TotalRevenuePerForm990Amt0637823
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0637823
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0400051
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
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IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
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IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
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IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM IS PREPARED BY THE INDEPENDENT AUDITORS AND DISTRIBUTED TO THE GOVERNING BODY FOR REVIEW AND APPROVAL BY THE FINANCIAL SECRETARY PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ON AN ANNUAL BASIS THE OFFICERS AND TRUSTEES OF THE UNION ARE REQUIRED TO DISCLOSE IN WRITING ANY ACTUAL OR PERCEIVED CONFLICTS OF INTEREST. ANY DISCLOSURES ARE ADDRESSED BY THE GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE COMPENSATION OF EMPLOYEES IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES, PROVIDED THAT PERSONS WITH CONFLICTS OF INTEREST WITH RESPECT TO COMPENSATION ARRANGEMENT ISSUES ARE NOT INVOLVED IN THIS REVIEW AND APPROVAL. THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE INFORMATION IS MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FUND DOES NOT REGULARLY PROVIDE SUCH INFORMATION TO THE PUBLIC UNLESS UPON REQUEST. THIS INFORMATION IS FOR INTERNAL USES AND FOR THE USE OF PARTICIPANTS OF THE FUND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE SALARY AND BENEFITS INFORMATION FOR THE TRUSTEES WHO COULD BE CONSIDERED RELATED TO THE FUND IS REPORTED ON THE RESPECTIVE FORM 990'S FOR THE ENTITIES THAT PAY THE TRUSTEE'S SALARIES AND BENEFITS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6NO CHANGES FROM THE PRIOR 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 B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VII, SECTION A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
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