Civic Intelligence

Southeast Laborers Health Fund

990 • Fiscal year 2014 • EIN 23-7100845

Apr 01, 2013 to Mar 31, 2014 • Filed on Oct 24, 2014

Organization Profile

View Organization Page

PO Box 144937070-1449

(615) 859-0131

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.67x

Higher debt load relative to assets than 92% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

95th percentile

0.71x

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

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Net Margin

13th percentile

-14%

Higher net margin than 13% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Asset Growth

20th percentile

-8.3%

Faster asset growth than 20% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Down

$15,292,493

Down $1,388,187 (-8.3%) from 2013

Net Assets

Down

$5,043,755

Down $2,044,307 (-29%) from 2013

Liabilities

Up

$10,248,738

Up $656,120 (+6.8%) from 2013

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin13th percentile

Revenue

$14,491,974

No earlier filing loaded for comparison.

Expenses

Up

$16,536,281

Up $13,088 (+0.1%) from 2013

Net Income

-$2,044,307

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$80M$60M$40M$20M$0Assets 2010: $14,522,059Liabilities 2010: $6,672,108Net Assets 2010: $7,849,9512010Assets 2012: $16,835,599Liabilities 2012: $8,914,695Net Assets 2012: $7,920,9042012Assets 2013: $16,680,680Liabilities 2013: $9,592,618Net Assets 2013: $7,088,0622013Assets 2014: $15,292,493Liabilities 2014: $10,248,738Net Assets 2014: $5,043,7552014Assets 2015: $14,955,549Liabilities 2015: $11,006,171Net Assets 2015: $3,949,3782015Assets 2016: $13,619,183Liabilities 2016: $12,177,277Net Assets 2016: $1,441,9062016Assets 2017: $14,867,993Liabilities 2017: $9,212,903Net Assets 2017: $5,655,0902017Assets 2018: $18,888,055Liabilities 2018: $10,559,000Net Assets 2018: $8,329,0552018Assets 2019: $26,215,530Liabilities 2019: $12,750,539Net Assets 2019: $13,464,9912019Assets 2020: $32,663,588Liabilities 2020: $11,923,960Net Assets 2020: $20,739,6282020Assets 2021: $40,495,266Liabilities 2021: $11,826,748Net Assets 2021: $28,668,5182021Assets 2022: $44,192,868Liabilities 2022: $12,362,161Net Assets 2022: $31,830,7072022Assets 2023: $45,206,584Liabilities 2023: $13,854,890Net Assets 2023: $31,351,6942023Assets 2024: $53,117,879Liabilities 2024: $13,405,977Net Assets 2024: $39,711,9022024Assets 2025: $62,128,232Liabilities 2025: $14,119,477Net Assets 2025: $48,008,7552025

Highlighted filing

2014

Assets$15,292,493
Liabilities$10,248,738
Net Assets$5,043,755
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40M$30M$20M$10M$0-$10MExpenses 2010: $11,358,2702010Expenses 2012: $17,023,8482012Expenses 2013: $16,523,1932013Revenue 2014: $14,491,974Expenses 2014: $16,536,281Net Income 2014: -$2,044,3072014Revenue 2015: $16,894,765Expenses 2015: $17,989,142Net Income 2015: -$1,094,3772015Revenue 2016: $18,343,183Expenses 2016: $20,850,655Net Income 2016: -$2,507,4722016Revenue 2017: $18,368,253Expenses 2017: $14,155,069Net Income 2017: $4,213,1842017Revenue 2018: $21,791,377Expenses 2018: $19,117,412Net Income 2018: $2,673,9652018Revenue 2019: $27,939,889Expenses 2019: $22,803,953Net Income 2019: $5,135,9362019Revenue 2020: $25,158,488Expenses 2020: $17,883,851Net Income 2020: $7,274,6372020Revenue 2021: $27,661,654Expenses 2021: $19,732,764Net Income 2021: $7,928,8902021Revenue 2022: $25,790,309Expenses 2022: $22,628,120Net Income 2022: $3,162,1892022Revenue 2023: $25,345,767Expenses 2023: $25,824,780Net Income 2023: -$479,0132023Revenue 2024: $30,895,567Expenses 2024: $22,535,359Net Income 2024: $8,360,2082024Revenue 2025: $32,414,707Expenses 2025: $24,117,854Net Income 2025: $8,296,8532025

Highlighted filing

2014

Revenue$14,491,974
Expenses$16,536,281
Net Income-$2,044,307
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2013 to Mar 31, 2014
Signed
Oct 24, 2014
Return Version
2013v3.1
Gross Receipts
$20,213,349
Mission and Program Overview

Mission

Provision of benefits to participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$12,711,834$12,039,985▼ $671,849
Accounts Receivable$1,537,001$1,567,329▲ $30,328
Savings and Temporary Cash Investments$2,206,040$1,497,117▼ $708,923
Cash and Non-Interest-Bearing Accounts$224,152$187,051▼ $37,101
Prepaid Expenses and Deferred Charges$1,653$1,011▼ $642
Total Assets$16,680,680$15,292,493▼ $1,388,187
Liabilities
Accounts Payable and Accrued Expenses$9,592,618$10,248,738▲ $656,120
Total Liabilities$9,592,618$10,248,738▲ $656,120
Net Assets / Fund Balance
Unrestricted Net Assets$7,088,062$5,043,755▼ $2,044,307
Total Net Assets Fund Balance$7,088,062$5,043,755▼ $2,044,307
Total Liabilities and Net Assets / Fund Balance$16,680,680$15,292,493▼ $1,388,187
Compensation and Service Providers
Top Officer Pay46th percentile

Board Members and Trustees

NameTitle
Stephen E FarnerChairman
Danny C MacmillanTrustee
F Douglass SteinTrustee
Glenn FarnerTrustee
J David BecklerTrustee
Kerry HaleTrustee
Michael B PfiefferSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
CignaPpo-$591,769
Southern Benefit Administrators INCAdministration-$567,100
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$13,821,965
Investment Income
$345,948
Other Revenue
$324,061
Change in Net Assets
$-2,044,307

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,491,974
Total Revenue per Audited Statements
$14,491,974
Total Revenue per Form 990
$14,491,974
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,394,615
Salaries, Compensation, and Employee Benefits$8,540
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$15,133,126
Fees for Services Other---$632,469
Fees for Services Management---$528,000
Fees for Services Accounting---$40,518
Fees for Service Investment Mgmnt Fees---$29,534
Fees for Services Legal---$16,292
Other Expenses---$11,683
Payroll Taxes---$8,540
Conferences and Meetings---$4,801
All Other Expenses---$642
Total Functional Expenses$0$0$0$16,536,281

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$16,536,281
Total Expenses per Audited Statements$16,536,281
Total Expenses per Form 990$16,536,281
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
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
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Southeast laborers' district counci ohio valley & southern states regio trustee chairman brothers southeast laborers' district counci southeast laborers' district counci trustee trustee work for same district council”

Form 990, Page 6, Part VI, Line 3

“Southern benefit administrators, inc.”

Form 990, Page 6, Part VI, Line 7A

“The union trustees are selected by the labor organizations party to the agreement and declaration of trust while the employer trustees are selected by the employer organizations party to the agreement and declaration of trust.”

Form 990, Page 6, Part VI, Line 11B

“The form 990 is reviewed and approved by the entire board of trustees. It is then signed and filed.”

Form 990, Page 6, Part VI, Line 12C

“Conflicts of interest are reviewed continually and any issues that arise are handled at regular board meetings.”

Form 990, Page 6, Part VI, Line 15A

“The members of the board of trustees are not compensated in any way. A third party administrator was hired by the board of trustees to manage the fund and was selected, had its qualifications reviewed and compensation determined by competitive comparison by the entire board of trustees.”

Form 990, Page 6, Part VI, Line 15B

“The members of the board of trustees are not compensated in any way. A third party administrator was hired by the board of trustees to manage the fund and was selected, had its qualifications reviewed and compensation determined by competitive comparison by the entire board of trustees.”

Form 990, Page 6, Part VI, Line 19

“Available upon request. All mailouts and communications include reference to documents being available upon request.”

Filing and Contact Details

Filer

EIN
23-7100845
Phone
6158590131

Signing Officer

Name
Stephen E Farner
Title
Chairman
Phone
6158590131
Signed
2014-10-24
Discuss with paid preparer
Yes

Organization Details

Formed
1968
Legal Domicile
Tn
Voting Board Members
7
Independent Board Members
7
Employees
50

Preparer

Preparer
Douglas a Irwin
Phone
6158686008
Raw XML Appendix326 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SOUTHEAST LABORERS' DISTRICT COUNCI OHIO VALLEY & SOUTHERN STATES REGIO TRUSTEE CHAIRMAN BROTHERS SOUTHEAST LABORERS' DISTRICT COUNCI SOUTHEAST LABORERS' DISTRICT COUNCI TRUSTEE TRUSTEE WORK FOR SAME DISTRICT COUNCIL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SOUTHERN BENEFIT ADMINISTRATORS, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE UNION TRUSTEES ARE SELECTED BY THE LABOR ORGANIZATIONS PARTY TO THE AGREEMENT AND DECLARATION OF TRUST WHILE THE EMPLOYER TRUSTEES ARE SELECTED BY THE EMPLOYER ORGANIZATIONS PARTY TO THE AGREEMENT AND DECLARATION OF TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 IS REVIEWED AND APPROVED BY THE ENTIRE BOARD OF TRUSTEES. IT IS THEN SIGNED AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONFLICTS OF INTEREST ARE REVIEWED CONTINUALLY AND ANY ISSUES THAT ARISE ARE HANDLED AT REGULAR BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE MEMBERS OF THE BOARD OF TRUSTEES ARE NOT COMPENSATED IN ANY WAY. A THIRD PARTY ADMINISTRATOR WAS HIRED BY THE BOARD OF TRUSTEES TO MANAGE THE FUND AND WAS SELECTED, HAD ITS QUALIFICATIONS REVIEWED AND COMPENSATION DETERMINED BY COMPETITIVE COMPARISON BY THE ENTIRE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE MEMBERS OF THE BOARD OF TRUSTEES ARE NOT COMPENSATED IN ANY WAY. A THIRD PARTY ADMINISTRATOR WAS HIRED BY THE BOARD OF TRUSTEES TO MANAGE THE FUND AND WAS SELECTED, HAD ITS QUALIFICATIONS REVIEWED AND COMPENSATION DETERMINED BY COMPETITIVE COMPARISON BY THE ENTIRE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7AVAILABLE UPON REQUEST. ALL MAILOUTS AND COMMUNICATIONS INCLUDE REFERENCE TO DOCUMENTS BEING AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt016680680
IRS990/TotalAssetsEOYAmt015292493
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt016536281
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt09592618
IRS990/TotalLiabilitiesEOYAmt010248738
IRS990/TotalLiabilitiesGrp/BOYAmt09592618
IRS990/TotalLiabilitiesGrp/EOYAmt010248738
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07088062
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05043755
IRS990/TotalProgramServiceRevenueAmt013821965
IRS990/TotalRevenueGrp/ExclusionAmt0345948
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt014146026
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt014491974
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt016680680
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt015292493
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt07088062
IRS990/UnrestrictedNetAssetsGrp/EOYAmt05043755
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN E FARNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum06158590131
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine10SOUTHEAST LABORERS HEALTH FUND
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0237100845
ReturnHeader/Filer/PhoneNum06158590131
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 1449
ReturnHeader/Filer/USAddress/City0GOODLETTSVILLE
ReturnHeader/Filer/USAddress/State0TN
ReturnHeader/Filer/USAddress/ZIPCode0370701449
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621802605
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10DANIELS IRWIN & AYLOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10223 MADISON STREET SUITE 112
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TN
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ReturnHeader/PreparerPersonGrp/PhoneNum06158686008
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS A IRWIN
ReturnHeader/ReturnTs02014-10-31T10:54:34-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-04-01
ReturnHeader/TaxPeriodEndDt02014-03-31
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
$15,292,493
Liabilities
$10,248,738
Net assets
$5,043,755
Revenue
$14,491,974
Expenses
$16,536,281
Net income
-$2,044,307
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$62.1$14.1$48.0$32.4$24.1$8.30
2024Detailed filing. Detailed filing data is available for this year.$53.1$13.4$39.7$30.9$22.5$8.36
2023Detailed filing. Detailed filing data is available for this year.$45.2$13.9$31.4$25.3$25.8$0.48
2022Detailed filing. Detailed filing data is available for this year.$44.2$12.4$31.8$25.8$22.6$3.16
2021Detailed filing. Detailed filing data is available for this year.$40.5$11.8$28.7$27.7$19.7$7.93
2020Detailed filing. Detailed filing data is available for this year.$32.7$11.9$20.7$25.2$17.9$7.27
2019Detailed filing. Detailed filing data is available for this year.$26.2$12.8$13.5$27.9$22.8$5.14
2018Detailed filing. Detailed filing data is available for this year.$18.9$10.6$8.33$21.8$19.1$2.67
2017Detailed filing. Detailed filing data is available for this year.$14.9$9.21$5.66$18.4$14.2$4.21
2016Detailed filing. Detailed filing data is available for this year.$13.6$12.2$1.44$18.3$20.9$2.51
2015Detailed filing. Detailed filing data is available for this year.$15.0$11.0$3.95$16.9$18.0$1.09
2014Detailed filing. Detailed filing data is available for this year.$15.3$10.2$5.04$14.5$16.5$2.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.7$9.59$7.09$16.5
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.8$8.91$7.92$17.0
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.5$6.67$7.85$11.4