Civic Intelligence

United Furniture Workers Insurance Fund

990 • Fiscal year 2014 • EIN 13-5547701

Oct 01, 2013 to Sep 30, 2014 • Filed on Feb 09, 2015

Organization ProfileUFWIP.COM

View Organization Page

1910 Air Lane Drive37210

(615) 889-8860

Siviq Scores

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

Liabilities / Assets

99th percentile

3.07x

Higher debt load relative to assets than 99% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

97th percentile

1.24x

Higher debt load relative to revenue than 97% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Net Margin

48th percentile

3.2%

Higher net margin than 48% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

61st percentile

$63,252

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Asset Growth

85th percentile

19%

Faster asset growth than 85% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

30th percentile

-1.8%

Faster revenue growth than 30% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2011 to 2014

Balance Sheet
Liabilities / Assets99th percentile

Assets

Up

$9,038,709

Up $1,469,996 (+19%) from 2013

Net Assets

Up

-$18,734,393

Up $716,488 (+3.7%) from 2013

Liabilities

Up

$27,773,102

Up $753,508 (+2.8%) from 2013

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin48th percentile

Revenue

$22,307,985

No earlier filing loaded for comparison.

Expenses

Up

$21,599,322

Up $4,216,232 (+24%) from 2013

Net Income

$708,663

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$40M$20M$0-$20M-$40MAssets 2011: $7,508,448Liabilities 2011: $30,226,190Net Assets 2011: -$22,717,7422011Assets 2012: $7,199,177Liabilities 2012: $31,292,302Net Assets 2012: -$24,093,1252012Assets 2013: $7,568,713Liabilities 2013: $27,019,594Net Assets 2013: -$19,450,8812013Assets 2014: $9,038,709Liabilities 2014: $27,773,102Net Assets 2014: -$18,734,3932014Assets 2015: $10,674,660Liabilities 2015: $26,643,216Net Assets 2015: -$15,968,5562015Assets 2016: $12,426,447Liabilities 2016: $27,851,600Net Assets 2016: -$15,425,1532016Assets 2017: $14,118,535Liabilities 2017: $26,695,044Net Assets 2017: -$12,576,5092017Assets 2018: $17,332,089Liabilities 2018: $27,951,313Net Assets 2018: -$10,619,2242018Assets 2019: $19,997,804Liabilities 2019: $33,751,014Net Assets 2019: -$13,753,2102019Assets 2020: $28,261,567Liabilities 2020: $36,975,876Net Assets 2020: -$8,714,3092020Assets 2021: $32,526,354Liabilities 2021: $36,722,286Net Assets 2021: -$4,195,9322021Assets 2022: $31,801,868Liabilities 2022: $29,821,946Net Assets 2022: $1,979,9222022Assets 2023: $35,711,035Liabilities 2023: $28,052,761Net Assets 2023: $7,658,2742023Assets 2024: $37,757,119Liabilities 2024: $28,616,319Net Assets 2024: $9,140,8002024

Highlighted filing

2014

Assets$9,038,709
Liabilities$27,773,102
Net Assets-$18,734,393
Open 2014 Filing

Operations Trend

Revenue Growth30th percentile

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

$80M$60M$40M$20M$0-$20MRevenue 2011: $23,524,196Expenses 2011: $25,177,178Net Income 2011: -$1,652,9822011Expenses 2012: $25,398,1642012Expenses 2013: $17,383,0902013Revenue 2014: $22,307,985Expenses 2014: $21,599,322Net Income 2014: $708,6632014Revenue 2015: $23,645,867Expenses 2015: $20,830,502Net Income 2015: $2,815,3652015Revenue 2016: $27,162,682Expenses 2016: $26,694,364Net Income 2016: $468,3182016Revenue 2017: $31,027,113Expenses 2017: $28,103,087Net Income 2017: $2,924,0262017Revenue 2018: $35,669,440Expenses 2018: $35,197,391Net Income 2018: $472,0492018Revenue 2019: $45,690,818Expenses 2019: $49,159,713Net Income 2019: -$3,468,8952019Revenue 2020: $50,317,541Expenses 2020: $45,947,781Net Income 2020: $4,369,7602020Revenue 2021: $48,856,196Expenses 2021: $44,415,100Net Income 2021: $4,441,0962021Revenue 2022: $50,364,739Expenses 2022: $41,623,126Net Income 2022: $8,741,6132022Revenue 2023: $57,825,109Expenses 2023: $52,111,001Net Income 2023: $5,714,1082023Revenue 2024: $60,150,814Expenses 2024: $60,006,329Net Income 2024: $144,4852024

Highlighted filing

2014

Revenue$22,307,985
Expenses$21,599,322
Net Income$708,663
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Feb 9, 2015
Return Version
2013v4.0
Gross Receipts
$27,434,395
Mission and Program Overview

Mission

To provide accident, health, and life insurance benefits to members of the united furniture workers insurance fund under section 501(c)(9)

To provide accident, health & life insurance benefits to members of the united furniture workers

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,368,979$6,852,920▲ $1,483,941
Accounts Receivable$738,000$888,000▲ $150,000
Cash and Non-Interest-Bearing Accounts$466,456$296,486▼ $169,970
Land, Buildings, and Equipment, Net$61,480$67,505▲ $6,025
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-19,450,881$-18,734,393▲ $716,488
Total Assets$7,568,713$9,038,709▲ $1,469,996
Other Assets Total$933,798$933,798→ $0
Liabilities
Other Liabilities$26,814,000$27,571,000▲ $757,000
Accounts Payable and Accrued Expenses$205,594$202,102▼ $3,492
Total Liabilities$27,019,594$27,773,102▲ $753,508
Net Assets / Fund Balance
Total Net Assets Fund Balance$-19,450,881$-18,734,393▲ $716,488
Total Liabilities and Net Assets / Fund Balance$7,568,713$9,038,709▲ $1,469,996

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$51,238$61,704$112,942
Leasehold Improvements$16,267$4,040$20,307
Other Assets Org$55,000--
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dee Anne WalkerTrusteePT$49,326$13,926$63,252

Board Members and Trustees

NameTitle
Harry BootChairmen
Elmo DesilvaTrustee
Jose VillarrealTrustee
Randy TayloeTrustee
Ulises VergaraTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue Shield Of TennesseeContract Administrator-$891,731
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$22,213,580
Investment Income
$94,405
Other Revenue
$0
Change in Net Assets
$708,663

Audited Revenue Reconciliation

Revenue per Audited Statements
$22,300,360
Revenue Not Reported on Financial Statements
$7,625
Revenue Not Reported on Form 990
$7,825
Total Revenue per Audited Statements
$22,308,185
Total Revenue per Form 990
$22,307,985
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,912,839
Salaries, Compensation, and Employee Benefits$954,451
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$18,732,032
Other Salaries and Wages---$471,128
Pension Plan Contributions---$393,135
Occupancy---$140,341
Fees for Services Legal---$103,193
Fees for Services Accounting---$80,447
Fees for Services Other---$75,992
All Other Expenses---$50,231
Current Officers, Directors, Trustees, and Key Employees---$49,326
Payroll Taxes---$40,862
Other Expenses---$30,983
Conferences and Meetings---$26,759
Travel---$11,959
Depreciation Depletion---$8,925
Insurance---$8,578
Fees for Service Investment Mgmnt Fees---$7,625
Total Functional Expenses$0$0$0$21,599,322

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$21,599,322
Expenses per Audited Statements$21,591,697
Total Expenses per Audited Statements$21,591,697
Expenses Not Reported on Financial Statements$7,625
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Postretirement Benefit Obligations$25,151,000
Other Obligations for Current Ben$2,297,439
Health Claims Payable$122,561
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 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 11

“Form 990 is emailed to the trustees for review before filing”

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

“Annual statements are signed by all trustees”

Form 990, Part VI, Section B, Line 15

“Director's salary is reviewed with the chairman of the fund”

Form 990, Part VI, Section C, Line 19

“Governing documents are made available upon request”

Filing and Contact Details

Filer

EIN
13-5547701
Phone
6158898860

Signing Officer

Name
Dee Anne Walker
Title
Trustee
Phone
6158898860
Signed
2015-02-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dee Anne Walker
Formed
1944
Legal Domicile
Tn
Voting Board Members
6
Independent Board Members
5
Employees
16
Volunteers
0

Preparer

Preparer
Harry White
Phone
2125575666
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Net unrealized gains on investments 7,825.”

Form 990, Part XII, Line 2C

“Trustees review the audit report annully at a trustee meeting”

Raw XML Appendix356 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.

Path#Value
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IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt04040
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt020307
IRS990ScheduleD/NetUnrealizedGainsInvstAmt07825
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0878798
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt155000
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INSURER DEPOSIT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ASSETS HELD IN ESCROW BY W/C BOARD
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt025151000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12297439
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2122561
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0POSTRETIREMENT BENEFIT OBLIGATIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1OTHER OBLIGATIONS FOR CURRENT BEN
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2HEALTH CLAIMS PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt07825
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt07625
IRS990ScheduleD/RevenueSubtotalAmt022300360
IRS990ScheduleD/TotalBookValueLandBuildingsAmt067505
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0933798
IRS990ScheduleD/TotalExpensesPerForm990Amt021599322
IRS990ScheduleD/TotalLiabilityAmt027571000
IRS990ScheduleD/TotalRevenuePerForm990Amt022307985
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt022308185
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt021591697
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS EMAILED TO THE TRUSTEES FOR REVIEW BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUAL STATEMENTS ARE SIGNED BY ALL TRUSTEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DIRECTOR'S SALARY IS REVIEWED WITH THE CHAIRMAN OF THE FUND
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NET UNREALIZED GAINS ON INVESTMENTS 7,825.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TRUSTEES REVIEW THE AUDIT REPORT ANNULLY AT A TRUSTEE MEETING
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
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 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt07568713
IRS990/TotalAssetsEOYAmt09038709
IRS990/TotalAssetsGrp/BOYAmt07568713
IRS990/TotalAssetsGrp/EOYAmt09038709
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt016
IRS990/TotalFunctionalExpensesGrp/TotalAmt021599322
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt027019594
IRS990/TotalLiabilitiesEOYAmt027773102
IRS990/TotalLiabilitiesGrp/BOYAmt027019594
IRS990/TotalLiabilitiesGrp/EOYAmt027773102
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-19450881
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-18734393
IRS990/TotalOtherCompensationAmt013926
IRS990/TotalProgramServiceExpensesAmt018732032
IRS990/TotalProgramServiceRevenueAmt022213580
IRS990/TotalReportableCompFromOrgAmt049326
IRS990/TotalRevenueGrp/ExclusionAmt094405
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt022213580
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt022307985
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07568713
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09038709
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt011959
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine101910 AIR LANE DRIVE
IRS990/USAddress/City0NASHVILLE
IRS990/USAddress/State0TN
IRS990/USAddress/ZIPCode037210
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0UFWIP.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DEE ANNE WALKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06158898860
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-09
ReturnHeader/Filer/BusinessName/BusinessNameLine10UNITED FURNITURE WORKERS INSURANCE FUND
ReturnHeader/Filer/BusinessNameControlTxt0UNIT
ReturnHeader/Filer/EIN0135547701
ReturnHeader/Filer/PhoneNum06158898860
ReturnHeader/Filer/USAddress/AddressLine101910 AIR LANE DRIVE
ReturnHeader/Filer/USAddress/City0NASHVILLE
ReturnHeader/Filer/USAddress/State0TN
ReturnHeader/Filer/USAddress/ZIPCode037210
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0132688836
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ROGOFF & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10355 LEXINGTON AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0100176603
ReturnHeader/PreparerPersonGrp/PhoneNum02125575666
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HARRY WHITE
ReturnHeader/ReturnTs02015-02-13T13:05:11-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-10-01
ReturnHeader/TaxPeriodEndDt02014-09-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,038,709
Liabilities
$27,773,102
Net assets
-$18,734,393
Revenue
$22,307,985
Expenses
$21,599,322
Net income
$708,663
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.8$28.6$9.14$60.2$60.0$0.14
2023Summary only. Only limited summary data is available for this year.$35.7$28.1$7.66$57.8$52.1$5.71
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.8$29.8$1.98$50.4$41.6$8.74
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.5$36.7$4.20$48.9$44.4$4.44
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.3$37.0$8.71$50.3$45.9$4.37
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.0$33.8$13.8$45.7$49.2$3.47
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.3$28.0$10.6$35.7$35.2$0.47
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.1$26.7$12.6$31.0$28.1$2.92
2016Detailed filing. Detailed filing data is available for this year.$12.4$27.9$15.4$27.2$26.7$0.47
2015Detailed filing. Detailed filing data is available for this year.$10.7$26.6$16.0$23.6$20.8$2.82
2014Detailed filing. Detailed filing data is available for this year.$9.04$27.8$18.7$22.3$21.6$0.71
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.57$27.0$19.5$17.4
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.20$31.3$24.1$25.4
2011Summary only. Only limited summary data is available for this year.$7.51$30.2$22.7$23.5$25.2$1.65
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)9 • $25M-$50M nonprofits