Civic Intelligence

July Products LLC-Usw Retiree Welfare Trust

990 • Fiscal year 2014 • EIN 23-7865797

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 15, 2014

Organization ProfileN/A

View Organization Page

60 Boulevard Of Allies 5th FL15222

(412) 201-2242

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

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

Liabilities / Revenue

39th percentile

0.02x

Higher debt load relative to revenue than 39% of similar nonprofits.

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

Net Margin

12th percentile

-16%

Higher net margin than 12% 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

69th percentile

9.9%

Faster asset growth than 69% 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 / Assets23rd percentile

Assets

Up

$21,085,777

Up $1,896,483 (+9.9%) from 2013

Net Assets

Up

$21,066,262

Up $1,896,026 (+9.9%) from 2013

Liabilities

Up

$19,515

Up $457 (+2.4%) from 2013

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin12th percentile

Revenue

$1,210,240

No earlier filing loaded for comparison.

Expenses

Down

$1,400,510

Down $5,399 (-0.4%) from 2013

Net Income

-$190,270

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$30M$20M$10M$0Assets 2011: $17,918,126Liabilities 2011: $12,367Net Assets 2011: $17,905,7592011Assets 2012: $17,815,287Liabilities 2012: $28,579Net Assets 2012: $17,786,7082012Assets 2013: $19,189,294Liabilities 2013: $19,058Net Assets 2013: $19,170,2362013Assets 2014: $21,085,777Liabilities 2014: $19,515Net Assets 2014: $21,066,2622014Assets 2015: $21,093,751Liabilities 2015: $18,350Net Assets 2015: $21,075,4012015Assets 2016: $20,406,318Liabilities 2016: $19,872Net Assets 2016: $20,386,4462016Assets 2017: $21,312,278Liabilities 2017: $20,010Net Assets 2017: $21,292,2682017Assets 2018: $21,540,409Liabilities 2018: $17,512Net Assets 2018: $21,522,8972018Assets 2019: $22,155,819Liabilities 2019: $33,746Net Assets 2019: $22,122,0732019Assets 2020: $22,032,906Liabilities 2020: $17,897Net Assets 2020: $22,015,0092020Assets 2021: $25,353,494Liabilities 2021: $20,773Net Assets 2021: $25,332,7212021Assets 2022: $21,167,647Liabilities 2022: $18,138Net Assets 2022: $21,149,5092022Assets 2023: $21,533,609Liabilities 2023: $19,489Net Assets 2023: $21,514,1202023Assets 2024: $22,904,987Liabilities 2024: $21,167Net Assets 2024: $22,883,8202024

Highlighted filing

2014

Assets$21,085,777
Liabilities$19,515
Net Assets$21,066,262
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $2,099,8582011Expenses 2012: $1,802,0012012Expenses 2013: $1,405,9092013Revenue 2014: $1,210,240Expenses 2014: $1,400,510Net Income 2014: -$190,2702014Revenue 2015: $1,308,873Expenses 2015: $1,372,673Net Income 2015: -$63,8002015Revenue 2016: $1,119,715Expenses 2016: $1,654,843Net Income 2016: -$535,1282016Revenue 2017: $1,267,715Expenses 2017: $1,604,722Net Income 2017: -$337,0072017Revenue 2018: $1,529,907Expenses 2018: $1,813,563Net Income 2018: -$283,6562018Revenue 2019: $1,541,977Expenses 2019: $1,501,302Net Income 2019: $40,6752019Revenue 2020: $1,281,301Expenses 2020: $1,600,287Net Income 2020: -$318,9862020Revenue 2021: $2,037,988Expenses 2021: $1,544,082Net Income 2021: $493,9062021Revenue 2022: $1,318,013Expenses 2022: $1,302,334Net Income 2022: $15,6792022Revenue 2023: $1,571,444Expenses 2023: $1,462,228Net Income 2023: $109,2162023Revenue 2024: $1,390,981Expenses 2024: $1,358,442Net Income 2024: $32,5392024

Highlighted filing

2014

Revenue$1,210,240
Expenses$1,400,510
Net Income-$190,270
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 15, 2014
Return Version
2013v4.0
Gross Receipts
$3,101,121
Mission and Program Overview

Mission

To pay welfare benefits for retired participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$19,170,236$21,066,262▲ $1,896,026
Investments in Publicly Traded Securities$9,445,932$10,753,580▲ $1,307,648
Investments Other Securities$9,370,324$9,835,546▲ $465,222
Savings and Temporary Cash Investments$231,847$344,623▲ $112,776
Cash and Non-Interest-Bearing Accounts$66,383$78,441▲ $12,058
Prepaid Expenses and Deferred Charges$65,020$64,987▼ $33
Accounts Receivable$2,927$493▼ $2,434
Total Assets$19,189,294$21,085,777▲ $1,896,483
Other Assets Total$6,861$8,107▲ $1,246
Liabilities
Accounts Payable and Accrued Expenses$16,814$18,799▲ $1,985
Other Liabilities$2,244$716▼ $1,528
Total Liabilities$19,058$19,515▲ $457
Net Assets / Fund Balance
Total Net Assets Fund Balance$19,170,236$21,066,262▲ $1,896,026
Total Liabilities and Net Assets / Fund Balance$19,189,294$21,085,777▲ $1,896,483

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,414,417--
Compensation and Service Providers
Top Officer Pay46th percentile

Board Members and Trustees

NameTitle
Dennis BrommerJoint Administration Committee Member
Jeanette StumpJoint Administration Committee Member
Kathy HilbrichJoint Administration Committee Member
Mary HendricksonJoint Administration Committee Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$446,910
Investment Income
$763,330
Other Revenue
$0
Change in Net Assets
$-190,270

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,145,955
Revenue Not Reported on Financial Statements
$64,285
Revenue Not Reported on Form 990
$2,086,296
Total Revenue per Audited Statements
$3,232,251
Total Revenue per Form 990
$1,210,240
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$212,939
Salaries, Compensation, and Employee Benefits$5,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$1,182,571
Fees for Services Other---$112,880
Fees for Service Investment Mgmnt Fees---$64,285
Fees for Services Accounting---$13,500
Office Expenses---$9,339
Insurance---$8,804
Current Officers, Directors, Trustees, and Key Employees---$5,000
Fees for Services Legal---$3,956
Other Expenses---$175
Total Functional Expenses$0$0$0$1,400,510

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,400,510
Expenses per Audited Statements$1,336,225
Total Expenses per Audited Statements$1,336,225
Expenses Not Reported on Financial Statements$64,285
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Prepaid Participant Contributions$716
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

EIN
23-7865797
Phone
4122012242

Signing Officer

Name
Jeanette Stump
Title
Joint Administration Committee Memb
Phone
4122012242
Signed
2014-10-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeanette Stump
Formed
2004
Legal Domicile
Pa
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Preparer
F E Mcelhaney Jr
Phone
4128313812
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Reviewed by joint administration committee members”

Pt VI, Line 12C

“Areas of possible conflict reviewed by joint administration committee members as needed”

Pt VI, Line 15A

“NO COMPENSATION”

Pt VI, Line 19

“AVAILABLE UPON REQUEST”

Pt XI

“Unrealized investment gain”

Raw XML Appendix296 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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ReturnHeader/Filer/EIN0237865797
ReturnHeader/Filer/PhoneNum04122012242
ReturnHeader/Filer/USAddress/AddressLine1060 BOULEVARD OF ALLIES 5TH FL
ReturnHeader/Filer/USAddress/City0PITTSBURGH
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode015222
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10McElhaney & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101725 Washington Rd Ste 602
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Pittsburgh
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode015241
ReturnHeader/PreparerPersonGrp/PhoneNum04128313812
ReturnHeader/PreparerPersonGrp/PreparationDt02015-03-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0F E MCELHANEY JR
ReturnHeader/ReturnTs02015-03-12T07:22:04-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
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
$21,085,777
Liabilities
$19,515
Net assets
$21,066,262
Revenue
$1,210,240
Expenses
$1,400,510
Net income
-$190,270
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.9$0.02$22.9$1.39$1.36$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.5$0.02$21.5$1.57$1.46$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.2$0.02$21.1$1.32$1.30$0.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.4$0.02$25.3$2.04$1.54$0.49
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.0$0.02$22.0$1.28$1.60$0.32
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.2$0.03$22.1$1.54$1.50$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.5$0.02$21.5$1.53$1.81$0.28
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.3$0.02$21.3$1.27$1.60$0.34
2016Detailed filing. Detailed filing data is available for this year.$20.4$0.02$20.4$1.12$1.65$0.54
2015Detailed filing. Detailed filing data is available for this year.$21.1$0.02$21.1$1.31$1.37$0.06
2014Detailed filing. Detailed filing data is available for this year.$21.1$0.02$21.1$1.21$1.40$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.2$0.02$19.2$1.41
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.8$0.03$17.8$1.80
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.9$0.01$17.9$2.10