Civic Intelligence

Hensel Phelps Construction Co Employee Benefit Trust

990 • Fiscal year 2020 • EIN 26-6902736

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 03, 2021

Organization ProfileN/A
8850 Boedecker 5th FloorDallas, TX 75225

(877) 829-5500

Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

Higher debt load relative to assets than 34% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

20th percentile

0.00x

Higher debt load relative to revenue than 20% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Net Margin

24th percentile

-2.4%

Higher net margin than 24% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

50th percentile

$6,000

Higher top officer pay than 50% of similar nonprofits.

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

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Asset Growth

6th percentile

-17%

Faster asset growth than 6% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

70th percentile

5.3%

Faster revenue growth than 70% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets34th percentile

Assets

Down

$4,571,579

Down $932,271 (-17%) from 2019

Net Assets

Down

$4,553,341

Down $939,815 (-17%) from 2019

Liabilities

Up

$18,238

Up $7,544 (+71%) from 2019

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin24th percentile

Revenue

Up

$39,638,608

Up $1,981,949 (+5.3%) from 2019

Expenses

Up

$40,578,423

Up $3,116,761 (+8.3%) from 2019

Net Income

Down

-$939,815

Down $1,134,812 (-582%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$10M$5.0M$0-$5.0MAssets 2010: $6,734,783Liabilities 2010: -$154,639Net Assets 2010: $6,889,4222010Assets 2011: $6,201,533Liabilities 2011: $738,092Net Assets 2011: $5,463,4412011Assets 2012: $5,307,629Liabilities 2012: $137,668Net Assets 2012: $5,169,9612012Assets 2013: $5,784,126Liabilities 2013: $361,253Net Assets 2013: $5,422,8732013Assets 2014: $4,760,566Liabilities 2014: $622,443Net Assets 2014: $4,138,1232014Assets 2015: $4,156,943Liabilities 2015: $283,847Net Assets 2015: $3,873,0962015Assets 2016: $4,538,965Liabilities 2016: $325,060Net Assets 2016: $4,213,9052016Assets 2017: $4,999,233Liabilities 2017: $340,764Net Assets 2017: $4,658,4692017Assets 2018: $4,951,746Liabilities 2018: $15,519Net Assets 2018: $4,936,2272018Assets 2019: $5,503,850Liabilities 2019: $10,694Net Assets 2019: $5,493,1562019Assets 2020: $4,571,579Liabilities 2020: $18,238Net Assets 2020: $4,553,3412020Assets 2021: $6,547,213Liabilities 2021: $15,701Net Assets 2021: $6,531,5122021Assets 2022: $3,822,591Liabilities 2022: $12,205Net Assets 2022: $3,810,3862022Assets 2023: $4,065,343Liabilities 2023: $0Net Assets 2023: $4,065,3432023Assets 2024: $9,685,724Liabilities 2024: $0Net Assets 2024: $9,685,7242024

Highlighted filing

2020

Assets$4,571,579
Liabilities$18,238
Net Assets$4,553,341
Open 2020 Filing

Operations Trend

Revenue Growth70th percentile

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

$60M$40M$20M$0-$20MExpenses 2010: $24,391,9502010Expenses 2011: $23,606,3502011Expenses 2012: $19,601,1862012Revenue 2013: $24,346,444Expenses 2013: $24,036,525Net Income 2013: $309,9192013Revenue 2014: $21,769,160Expenses 2014: $22,807,927Net Income 2014: -$1,038,7672014Revenue 2015: $24,764,711Expenses 2015: $25,441,774Net Income 2015: -$677,0632015Revenue 2016: $26,143,016Expenses 2016: $25,834,424Net Income 2016: $308,5922016Revenue 2017: $30,811,975Expenses 2017: $30,306,852Net Income 2017: $505,1232017Revenue 2018: $34,926,419Expenses 2018: $35,102,373Net Income 2018: -$175,9542018Revenue 2019: $37,656,659Expenses 2019: $37,461,662Net Income 2019: $194,9972019Revenue 2020: $39,638,608Expenses 2020: $40,578,423Net Income 2020: -$939,8152020Revenue 2021: $47,093,090Expenses 2021: $45,114,919Net Income 2021: $1,978,1712021Revenue 2022: $41,513,971Expenses 2022: $44,235,097Net Income 2022: -$2,721,1262022Revenue 2023: $49,045,783Expenses 2023: $48,790,826Net Income 2023: $254,9572023Revenue 2024: $58,415,433Expenses 2024: $52,797,008Net Income 2024: $5,618,4252024

Highlighted filing

2020

Revenue$39,638,608
Expenses$40,578,423
Net Income-$939,815
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 3, 2021
Return Version
2020v4.1
Gross Receipts
$39,638,608
Mission and Program Overview

Mission

This trust was established as a vehicle to hold monies whose designated purpose is to provide health and welfare benefits for the employees of hensel phelps construction company.

This trust was established as a vehicle to hold monies whose designated purpose is to provide health and wealth benefits for the employees of Hensel Phelps Construction Compan

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$5,426,416$4,571,579▼ $854,837
Rtn Earn Endowment Incm Other Fnds$5,493,156$4,553,341▼ $939,815
Accounts Receivable$77,434$0▼ $77,434
Savings and Temporary Cash Investments$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
Investments in Publicly Traded Securities$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$5,503,850$4,571,579▼ $932,271
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$10,694$14,419▲ $3,725
Other Liabilities$0$3,819▲ $3,819
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$10,694$18,238▲ $7,544
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,493,156$4,553,341▼ $939,815
Total Liabilities and Net Assets / Fund Balance$5,503,850$4,571,579▼ $932,271
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Comerica BankVP & Trust OfficerPT$6,000$6,000

Highest Paid Contractors

ContractorServicesLocationCompensation
Boon Administrative ServicesAdministrator6300 BRIDEGPOINT PARKWAY BLDG 3 5, Austin, TX 78730$402,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$39,625,915
Investment Income
$12,693
Other Revenue
$0
Change in Net Assets
$-939,815

Audited Revenue Reconciliation

Revenue per Audited Statements
$39,638,608
Total Revenue per Audited Statements
$39,638,608
Total Revenue per Form 990
$39,638,608
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$441,191
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$40,137,232--$40,137,232
Other Expenses$6,000--$6,000
All Other Expenses$3,883--$3,883
Total Functional Expenses$40,578,423$0$0$40,578,423

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$40,578,423
Total Expenses per Audited Statements$40,578,423
Total Expenses per Form 990$40,578,423
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
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
Payroll Taxes Payable$3,819
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Part VI, Section B, Question 11B

“Reviewed by the third party administrator and trustee before filing.”

Part VI, Section B, Question 12C

“Annual conflict of interest statement reviewed”

Part VI, Section C, Question 19

“Available upon request”

Filing and Contact Details

Filer

Filer Name
Hensel Phelps Construction Co
EIN
26-6902736
In Care Of
% COMERICA BANK
Phone
8778295500
Address
8850 BOEDECKER 5TH FLOOR, DALLAS, TX 75225

Signing Officer

Name
Sherrita Wade
Title
Trust Officer
Phone
5123394441
Signed
2021-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sherrita Wade -comerica Bank
Formed
2009
Legal Domicile
TX
Voting Board Members
1
Independent Board Members
1
Employees
35

Preparer

Firm
Pope Shamsie & Dooley LLP
Address
5332 Thunder Creek Road, Austin, TX 78759
Preparer
Richard Dooley
Phone
5128361186
Raw XML Appendix380 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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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAXES PAYABLE
IRS990ScheduleD/RevenueSubtotalAmt039638608
IRS990ScheduleD/TotalExpensesPerForm990Amt040578423
IRS990ScheduleD/TotalLiabilityAmt03819
IRS990ScheduleD/TotalRevenuePerForm990Amt039638608
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt039638608
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt040578423
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Reviewed by the third party administrator and trustee before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Annual conflict of interest statement reviewed
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Available upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, SECTION B, QUESTION 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, SECTION B, QUESTION 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, SECTION C, QUESTION 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0None
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0840876644
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C Corp
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0Construction
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0Hensel Phelps Construction Company
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0420 Sixth Avenue
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0Greeley
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd080632
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt05503850
IRS990/TotalAssetsEOYAmt04571579
IRS990/TotalAssetsGrp/BOYAmt05503850
IRS990/TotalAssetsGrp/EOYAmt04571579
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt035
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt040578423
IRS990/TotalFunctionalExpensesGrp/TotalAmt040578423
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt010694
IRS990/TotalLiabilitiesEOYAmt018238
IRS990/TotalLiabilitiesGrp/BOYAmt010694
IRS990/TotalLiabilitiesGrp/EOYAmt018238
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05493156
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04553341
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt040578423
IRS990/TotalProgramServiceRevenueAmt039625915
IRS990/TotalReportableCompFromOrgAmt06000
IRS990/TotalRevenueGrp/ExclusionAmt012693
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt039625915
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt039638608
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05503850
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04571579
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt08850 BOEDEKER ST 5TH FLOOR
IRS990/USAddress/CityNm0DALLAS
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd075225
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERRITA WADE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum05123394441
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Hensel Phelps Construction Co
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Employee Benefit Trust
ReturnHeader/Filer/BusinessNameControlTxt0HENS
ReturnHeader/Filer/EIN0266902736
ReturnHeader/Filer/InCareOfNm0% COMERICA BANK
ReturnHeader/Filer/PhoneNum08778295500
ReturnHeader/Filer/USAddress/AddressLine1Txt08850 BOEDECKER 5TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075225
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Pope Shamsie & Dooley LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05332 Thunder Creek Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Austin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078759
ReturnHeader/PreparerPersonGrp/PhoneNum05128361186
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard Dooley
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-04T08:50:17-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHERRITA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WADE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,571,579
Liabilities
$18,238
Net assets
$4,553,341
Revenue
$39,638,608
Expenses
$40,578,423
Net income
-$939,815
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.69$0.00$9.69$58.4$52.8$5.62
2023Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$49.0$48.8$0.25
2022Detailed filing. Detailed filing data is available for this year.$3.82$0.01$3.81$41.5$44.2$2.72
2021Detailed filing. Detailed filing data is available for this year.$6.55$0.02$6.53$47.1$45.1$1.98
2020Detailed filing. Detailed filing data is available for this year.$4.57$0.02$4.55$39.6$40.6$0.94
2019Detailed filing. Detailed filing data is available for this year.$5.50$0.01$5.49$37.7$37.5$0.19
2018Detailed filing. Detailed filing data is available for this year.$4.95$0.02$4.94$34.9$35.1$0.18
2017Detailed filing. Detailed filing data is available for this year.$5.00$0.34$4.66$30.8$30.3$0.51
2016Detailed filing. Detailed filing data is available for this year.$4.54$0.33$4.21$26.1$25.8$0.31
2015Detailed filing. Detailed filing data is available for this year.$4.16$0.28$3.87$24.8$25.4$0.68
2014Detailed filing. Detailed filing data is available for this year.$4.76$0.62$4.14$21.8$22.8$1.04
2013Detailed filing. Detailed filing data is available for this year.$5.78$0.36$5.42$24.3$24.0$0.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.31$0.14$5.17$19.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.20$0.74$5.46$23.6
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.73$0.15$6.89$24.4