Civic Intelligence

Pipe Trades Trust Fund-447

990 • Fiscal year 2025 • EIN 94-1268305

Jul 01, 2024 to Jun 30, 2025 • Filed on Apr 13, 2026

Organization ProfileN/A

View Organization Page

PO Box 191030Sacramento, CA 95819

(916) 457-0821

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.58x

Higher debt load relative to assets than 93% of similar nonprofits.

2025 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

94th percentile

0.55x

Higher debt load relative to revenue than 94% of similar nonprofits.

2025 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2025

Net Margin

10th percentile

-12%

Higher net margin than 10% of similar nonprofits.

2025 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2025

Top Officer Pay

85th percentile

$277,106

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2025 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2025

Asset Growth

27th percentile

0.7%

Faster asset growth than 27% of similar nonprofits.

2025 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

91st percentile

18%

Faster revenue growth than 91% of similar nonprofits.

2025 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$28,407,793

Up $201,374 (+0.7%) from 2024

Net Assets

Down

$11,865,932

Down $2,935,601 (-20%) from 2024

Liabilities

Up

$16,541,861

Up $3,136,975 (+23%) from 2024

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin10th percentile

Revenue

Up

$30,325,576

Up $4,707,516 (+18%) from 2024

Expenses

Up

$33,914,435

Up $5,971,862 (+21%) from 2024

Net Income

Down

-$3,588,859

Down $1,264,346 (-54%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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 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: $14,801,5332024Assets 2025: $28,407,793Liabilities 2025: $16,541,861Net Assets 2025: $11,865,9322025

Highlighted filing

2025

Assets$28,407,793
Liabilities$16,541,861
Net Assets$11,865,932
Open 2025 Filing

Operations Trend

Revenue Growth91st percentile

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

$40M$30M$20M$10M$0-$10MExpenses 2010: $14,617,6682010Revenue 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: -$2,324,5132024Revenue 2025: $30,325,576Expenses 2025: $33,914,435Net Income 2025: -$3,588,8592025

Highlighted filing

2025

Revenue$30,325,576
Expenses$33,914,435
Net Income-$3,588,859
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Apr 13, 2026
Return Version
2024v5.2
Gross Receipts
$30,325,576
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.

Funds medical, hospital, surgical, major medical, vision, dental, life insurance, & death benefits for plan participants and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$23,201,101$22,356,334▼ $844,767
Rtn Earn Endowment Incm Other Fnds$14,801,533$11,865,932▼ $2,935,601
Accounts Receivable$2,884,603$3,284,891▲ $400,288
Savings and Temporary Cash Investments$2,119,522$2,766,568▲ $647,046
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$28,206,419$28,407,793▲ $201,374
Other Assets Total$1,193$0▼ $1,193
Liabilities
Other Liabilities$13,364,983$16,415,977▲ $3,050,994
Accounts Payable and Accrued Expenses$39,903$125,884▲ $85,981
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$13,404,886$16,541,861▲ $3,136,975
Net Assets / Fund Balance
Total Net Assets Fund Balance$14,801,533$11,865,932▼ $2,935,601
Total Liabilities and Net Assets / Fund Balance$28,206,419$28,407,793▲ $201,374
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleBaseOtherTotal
Chris McdanielFund Administrator$153,066$60,736$213,802

Board Members and Trustees

NameTitle
Andrew DavieLabor Trustee
Harry RotzLabor Trustee
Phil SmythLabor Trustee
Richard BertacchiLabor Trustee
Thomas AtenLabor Trustee
Todd SchiavoLabor Trustee
Zak NoonanLabor Trustee
Alex HallManagement Trustee
Andrew BoothManagement Trustee
Claire DonnenwirthManagement Trustee
Cory BangsManagement Trustee
Larry Cook - Until 22025Management Trustee
Mike Stirling - Until 32025Management Trustee
Richard ChowdryManagement Trustee
Rod BarbourManagement Trustee
Michael PottsManagement Trustees
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$28,593,651
Investment Income
$1,017,025
Other Revenue
$714,900
Change in Net Assets
$-3,588,859

Audited Revenue Reconciliation

Revenue per Audited Statements
$29,777,449
Revenue Not Reported on Financial Statements
$548,127
Revenue Not Reported on Form 990
$653,258
Other Revenue Adjustments
$545,127
Total Revenue per Audited Statements
$30,430,707
Total Revenue per Form 990
$30,325,576
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$626,764
Salaries, Compensation, and Employee Benefits$295,353
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$32,992,318
Information Technology---$180,343
Other Salaries and Wages---$128,136
Fees for Services Accounting---$114,701
Current Officers, Directors, Trustees, and Key Employees---$94,152
Office Expenses---$84,330
Fees for Services Other---$77,454
Fees for Services Legal---$52,624
Insurance---$50,242
Other Expenses---$47,686
Pension Plan Contributions---$29,183
Other Employee Benefits---$28,118
Payroll Taxes---$15,764
Occupancy---$11,843
Conferences and Meetings---$3,613
Fees for Service Investment Mgmnt Fees---$3,000
Travel---$928
Total Functional Expenses$0$0$0$33,914,435

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$33,914,435
Expenses per Audited Statements$31,116,327
Total Expenses per Audited Statements$30,571,200
Expenses Not Reported on Financial Statements$2,798,108
Other Expense Adjustments$2,795,108
Expenses Not Reported on Form 990$-545,127
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefit Obligations$16,150,580
Reciprocity Contribution Payable$265,397
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
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

PART VI, LINE 11B:

“The plan's cpa prepared the form 990 which is reviewed by the fund administrator 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, LINES 15A AND 15B:

“Trustees who are compensated on an hourly basis and suffer a loss of pay by reason of absence from work while performing duties as a fiduciary are reimbursed lost wages. Trustees are also reimbursed any out-of-pocket expenditures in furtherance of their education as fiduciary.”

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.”

Filing and Contact Details

Filer

Filer Name
Pipe Trades Trust Fund-447
EIN
94-1268305
In Care Of
% CHRIS MCDANIEL
Phone
9164570821
Address
PO BOX 191030, SACRAMENTO, CA 95819

Signing Officer

Name
Chris McDaniel
Title
Administrator
Phone
9164570821
Signed
2026-04-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chris McDaniel
Formed
1953
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
0
Employees
5
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
595 MARKET ST STE 920, SAN FRANCISCO, CA 94105-2814
Preparer
Mark E Flanagan
Phone
4159563600
Supplemental Narrative

Additional Explanations

PART I, LINE 1:

“Serves as the trust for a multiemployer welfare benefit plan that provides major medical, vision, dental, prescription drugs and life insurance to participants and their dependents.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken a tax position that more likely than not would be sustained upon examination by a tax authority. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

PART XI, LINE 4B:

“Administrative expense reimbursement $ 7,200 stop loss refunds 310,704 prescription rebates & subsidy 227,223 _________ $ 545,127”

PART XII, LINE 2C:

“Administrative expense reimbursement ($ 7,200) stop loss refunds ( 310,704) prescription rebates & subsidy ( 227,223) ___________ ($ 545,127)”

PART XII, LINE 4B:

“Change in benefit obligations: benefit obligations end of year $ 16,150,580 less: benefit obligations beginning of year ( 13,355,472) _______________ increase in benefit obligations $ 2,795,108”

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IRS990/Form990PartVIISectionAGrp/PersonNm15MICHAEL POTTS
IRS990/Form990PartVIISectionAGrp/PersonNm16MIKE STIRLING - UNTIL 32025
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IRS990/Form990PartVIISectionAGrp/TitleTxt1LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4FUND ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15MANAGEMENT TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt16MANAGEMENT TRUSTEE
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Document Assets

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Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,407,793
Liabilities
$16,541,861
Net assets
$11,865,932
Revenue
$30,325,576
Expenses
$33,914,435
Net income
-$3,588,859
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$28.4$16.5$11.9$30.3$33.9$3.59
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
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