Civic Intelligence

Pipe Trades Trust Fund-447

990 • Fiscal year 2011 • EIN 94-1268305

Jul 01, 2010 to Jun 30, 2011 • Filed on Apr 09, 2012

PO Box 19103095819-1030
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$4,324,675

Flat from 2011

Net Assets

Flat

-$829,846

Flat from 2011

Liabilities

Flat

$5,154,521

Flat from 2011

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$11,390,127

Flat from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0-$10MAssets 2010: $5,903,301Liabilities 2010: $6,913,589Net Assets 2010: -$1,010,2882010Assets 2011: $4,324,675Liabilities 2011: $5,154,521Net Assets 2011: -$829,8462011Assets 2011: $4,324,675Liabilities 2011: $5,154,521Net Assets 2011: -$829,8462011Assets 2012: $5,791,353Liabilities 2012: $5,163,550Net Assets 2012: $627,8032012Assets 2013: $8,319,725Liabilities 2013: $5,211,151Net Assets 2013: $3,108,5742013Assets 2014: $10,412,858Liabilities 2014: $5,495,677Net Assets 2014: $4,917,1812014Assets 2015: $11,845,450Liabilities 2015: $5,404,411Net Assets 2015: $6,441,0392015Assets 2016: $15,373,337Liabilities 2016: $6,684,667Net Assets 2016: $8,688,6702016Assets 2017: $18,240,644Liabilities 2017: $6,657,685Net Assets 2017: $11,582,9592017Assets 2018: $21,153,215Liabilities 2018: $7,759,659Net Assets 2018: $13,393,5562018Assets 2019: $24,560,480Liabilities 2019: $8,658,797Net Assets 2019: $15,901,6832019Assets 2020: $27,757,781Liabilities 2020: $9,334,504Net Assets 2020: $18,423,2772020Assets 2021: $29,678,818Liabilities 2021: $11,386,665Net Assets 2021: $18,292,1532021Assets 2022: $27,674,576Liabilities 2022: $11,355,422Net Assets 2022: $16,319,1542022Assets 2023: $28,067,285Liabilities 2023: $12,261,769Net Assets 2023: $15,805,5162023Assets 2024: $28,206,419Liabilities 2024: $13,404,886Net Assets 2024: $14,801,5332024

Highlighted filing

2011

Assets$4,324,675
Liabilities$5,154,521
Net Assets-$829,846

Operations Trend

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

$30M$20M$10M$0-$10MExpenses 2010: $14,617,6682010Expenses 2011: $11,390,1272011Revenue 2011: $11,561,509Expenses 2011: $11,390,127Net Income 2011: $171,3822011Expenses 2012: $11,874,8832012Expenses 2013: $12,123,2442013Revenue 2014: $13,787,195Expenses 2014: $12,021,837Net Income 2014: $1,765,3582014Revenue 2015: $13,587,107Expenses 2015: $11,775,355Net Income 2015: $1,811,7522015Revenue 2016: $15,636,881Expenses 2016: $13,698,072Net Income 2016: $1,938,8092016Revenue 2017: $16,588,060Expenses 2017: $13,966,241Net Income 2017: $2,621,8192017Revenue 2018: $19,916,953Expenses 2018: $18,091,499Net Income 2018: $1,825,4542018Revenue 2019: $20,990,676Expenses 2019: $18,783,579Net Income 2019: $2,207,0972019Revenue 2020: $23,971,247Expenses 2020: $21,709,232Net Income 2020: $2,262,0152020Revenue 2021: $21,768,768Expenses 2021: $23,687,532Net Income 2021: -$1,918,7642021Revenue 2022: $24,573,252Expenses 2022: $23,608,309Net Income 2022: $964,9432022Revenue 2023: $24,335,357Expenses 2023: $25,637,593Net Income 2023: -$1,302,2362023Revenue 2024: $25,618,060Expenses 2024: $27,942,573Net Income 2024: -$2,324,5132024

Highlighted filing

2011

Revenue-
Expenses$11,390,127
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Apr 9, 2012
Return Version
2010v3.7
Gross Receipts
$13,381,192
Mission and Program Overview

Mission

Serves as the trust for a multiemployer welfare benefit plan that funds medical, hospital, surgical, major medical, vision, dental, life insurance, & death benefits for plan participants and their dependents.

Filing and Contact Details

Filer

EIN
94-1268305
Raw XML AppendixShowing 400 of 562 raw XML fields

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IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs025910
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0HARRY ROTZ
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs018128
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs0150778
IRS990/ScheduleJRequired0true
IRS990ScheduleJ/SeverancePayment0false
IRS990ScheduleJ/SupplementalNonqualRetirePlan0false
IRS990ScheduleO/GeneralExplanation/Explanation0PART VI, LINE 11B: THE PLAN'S CPA PREPARED THE FORM 990 WHICH IS REVIEWED BY THE ASSISTANT FUND MANAGER AND PRESENTED TO A LABOR TRUSTEE AND MANAGEMENT TRUSTEE TO REVIEW AND APPROVE PRIOR TO BEING FILED. THE FULL BOARD CAN REQUEST COPIES OF THE COMPLETED FORM 990. PART VI, LINE 12C: AS PRESCRIBED IN THE CONFLICT OF INTEREST POLICY. PART VI, LINE 15A: COMPENSATION IS BASED ON THE COLLECTIVE BARGAINING AGREEMENT. PART VI, LINE 19: THE PLAN'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO PARTICIPANTS UPON REQUEST. ANNUALLY, THE PLAN FILES FORM 5500 ANNUAL RETURN/REPORT OF EMPLOYEE BENEFIT PLAN WITH THE DEPARTMENT OF LABOR. THE FORM 5500 IS AVAILABLE ON THE DOL'S WEBSITE. A SUMMARY ANNUAL REPORT IS ALSO PROVIDED TO PARTICIPANTS ANNUALLY. PART XI, LINE 5: UNREALIZED GAIN ON INVESTMENTS. SCH R, PART I: THE ADMINISTRATIVE OFFICE RECEIVES FEES FOR SERVICES PROVIDED TO THE EMPLOYER ORGANIZATION. SUCH FEES ARE USED TO OFFSET ADMINISTRATIVE EXPENSES CHARGED TO THE PLAN. EXPENSES NET OF FEE REIMBURSEMENTS TOTALING APPROXIMATELY $436,000 WERE APPORTIONED TO THE PLAN BASED ON DIRECT LABOR HOURS ADMINISTRATIVE OFFICE PERSONNEL INCURRED FOR COLLECTION OF CONTRIBUTIONS, MAINTENANCE OF PARTICIPANT RECORDS, PAYMENT OF BENEFITS AND PROVIDING RELATED ADMINISTRATIVE SERVICES TO THE PLAN.
IRS990ScheduleO/GeneralExplanation/Explanation1NAME:LEWIS LONG TITLE:LABOR TRUSTEE HOURS:40
IRS990ScheduleO/GeneralExplanation/Explanation2NAME:HARRY ROTZ TITLE:LABOR TRUSTEE HOURS:40
IRS990ScheduleO/GeneralExplanation/Explanation3NAME:WILLiAM HALEY TITLE:LABOR TRUSTEE HOURS:40
IRS990ScheduleO/GeneralExplanation/Identifier0PART VI, LINE 2:
IRS990ScheduleO/GeneralExplanation/Identifier1HOURS DEVOTED FOR RELATED ORGANIZATION
IRS990ScheduleO/GeneralExplanation/Identifier2HOURS DEVOTED FOR RELATED ORGANIZATION
IRS990ScheduleO/GeneralExplanation/Identifier3HOURS DEVOTED FOR RELATED ORGANIZATION
IRS990ScheduleO/GeneralExplanation/ReturnReference0MIKE HALEY AND WILLIAM HALEY - FAMILY RELATIONSHIP.
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990 PART VII
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990 PART VII
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990 PART VII
IRS990/ScheduleORequired0true
IRS990ScheduleR/ExchangeOfAssets0false
IRS990ScheduleR/Form990ScheduleRPartI/AddressUS/AddressLine10PO BOX 191030
IRS990ScheduleR/Form990ScheduleRPartI/AddressUS/City0SACRAMENTO
IRS990ScheduleR/Form990ScheduleRPartI/AddressUS/State0CA
IRS990ScheduleR/Form990ScheduleRPartI/AddressUS/ZIPCode095819
IRS990ScheduleR/Form990ScheduleRPartI/DirectControllingEntityNA0N/A
IRS990ScheduleR/Form990ScheduleRPartI/DirectControllingEntityName/BusinessNameLine10NA
IRS990ScheduleR/Form990ScheduleRPartI/EIN0941268305
IRS990ScheduleR/Form990ScheduleRPartI/EOYAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine10PO BOX 191030
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine11PO BOX 191030
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine125841 NEWMAN COURT
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine138750 YOUNGER CREEK DRIVE

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.2$13.4$14.8$25.6$27.9$2.32
2023Summary only. Only limited summary data is available for this year.$28.1$12.3$15.8$24.3$25.6$1.30
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.7$11.4$16.3$24.6$23.6$0.96
2021Summary only. Only limited summary data is available for this year.$29.7$11.4$18.3$21.8$23.7$1.92
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.8$9.33$18.4$24.0$21.7$2.26
2019Summary only. Only limited summary data is available for this year.$24.6$8.66$15.9$21.0$18.8$2.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.2$7.76$13.4$19.9$18.1$1.83
2017Summary only. Only limited summary data is available for this year.$18.2$6.66$11.6$16.6$14.0$2.62
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.4$6.68$8.69$15.6$13.7$1.94
2015Summary only. Only limited summary data is available for this year.$11.8$5.40$6.44$13.6$11.8$1.81
2014Detailed filing. Detailed filing data is available for this year.$10.4$5.50$4.92$13.8$12.0$1.77
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.32$5.21$3.11$12.1
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.79$5.16$0.63$11.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.32$5.15$0.83$11.4
2011Summary only. Only limited summary data is available for this year.$4.32$5.15$0.83$11.6$11.4$0.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.90$6.91$1.01$14.6