Civic Intelligence

National Iam Benefit Trust Fund

990 • Fiscal year 2014 • EIN 36-6562520

Oct 01, 2013 to Sep 30, 2014 • Filed on Jun 15, 2015

Organization Profilewww.IAMBTF.org

View Organization Page

1300 Connecticut Ave NWSuite 30020036-1703

(202) 785-8148

Siviq Scores

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

Liabilities / Assets

58th percentile

0.05x

Higher debt load relative to assets than 58% of similar nonprofits.

2014 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2014

Liabilities / Revenue

53rd percentile

0.06x

Higher debt load relative to revenue than 53% of similar nonprofits.

2014 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2014

Net Margin

62nd percentile

7.9%

Higher net margin than 62% of similar nonprofits.

2014 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2014

Top Officer Pay

97th percentile

$523,182

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2014 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2014

Asset Growth

67th percentile

11%

Faster asset growth than 67% of similar nonprofits.

2014 filings • 501(c)9 • $50M-$100M 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 / Assets58th percentile

Assets

Up

$77,810,114

Up $14,583,621 (+23%) from 2012

Net Assets

Up

$73,921,541

Up $13,207,750 (+22%) from 2012

Liabilities

Up

$3,888,573

Up $1,375,871 (+55%) from 2012

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin62nd percentile

Revenue

$70,173,716

No earlier filing loaded for comparison.

Expenses

Up

$64,600,398

Up $4,845,229 (+8.1%) from 2012

Net Income

$5,573,318

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$150M$100M$50M$0Assets 2011: $56,465,161Liabilities 2011: $3,903,481Net Assets 2011: $52,561,6802011Assets 2012: $63,226,493Liabilities 2012: $2,512,702Net Assets 2012: $60,713,7912012Assets 2014: $77,810,114Liabilities 2014: $3,888,573Net Assets 2014: $73,921,5412014Assets 2015: $79,750,630Liabilities 2015: $2,803,409Net Assets 2015: $76,947,2212015Assets 2016: $85,685,095Liabilities 2016: $4,184,188Net Assets 2016: $81,500,9072016Assets 2018: $96,163,634Liabilities 2018: $2,474,123Net Assets 2018: $93,689,5112018Assets 2019: $105,439,184Liabilities 2019: $2,253,189Net Assets 2019: $103,185,9952019Assets 2020: $105,862,477Liabilities 2020: $1,409,246Net Assets 2020: $104,453,2312020Assets 2022: $101,616,678Liabilities 2022: $5,934,306Net Assets 2022: $95,682,3722022Assets 2024: $91,300,744Liabilities 2024: $3,782,375Net Assets 2024: $87,518,3692024

Highlighted filing

2014

Assets$77,810,114
Liabilities$3,888,573
Net Assets$73,921,541
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150M$100M$50M$0-$50MExpenses 2011: $53,546,0472011Expenses 2012: $59,755,1692012Revenue 2014: $70,173,716Expenses 2014: $64,600,398Net Income 2014: $5,573,3182014Revenue 2015: $70,348,841Expenses 2015: $65,237,396Net Income 2015: $5,111,4452015Revenue 2016: $69,280,803Expenses 2016: $67,770,648Net Income 2016: $1,510,1552016Revenue 2018: $94,306,463Expenses 2018: $88,883,649Net Income 2018: $5,422,8142018Revenue 2019: $109,829,523Expenses 2019: $106,526,910Net Income 2019: $3,302,6132019Revenue 2020: $105,163,582Expenses 2020: $105,452,034Net Income 2020: -$288,4522020Revenue 2022: $114,488,739Expenses 2022: $112,190,646Net Income 2022: $2,298,0932022Revenue 2024: $131,381,870Expenses 2024: $142,099,395Net Income 2024: -$10,717,5252024

Highlighted filing

2014

Revenue$70,173,716
Expenses$64,600,398
Net Income$5,573,318
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Jun 15, 2015
Return Version
2013v4.0
Gross Receipts
$72,738,249
Mission and Program Overview

Mission

To provide health, welfare, vision, and dental benefits to eligible participants and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$66,361,647$73,921,541▲ $7,559,894
Investments in Publicly Traded Securities$69,348,190$63,247,910▼ $6,100,280
Savings and Temporary Cash Investments$0$12,291,540▲ $12,291,540
Cash and Non-Interest-Bearing Accounts$436,234$1,322,268▲ $886,034
Accounts Receivable$392,056$549,021▲ $156,965
Land, Buildings, and Equipment, Net$40,383$241,245▲ $200,862
Prepaid Expenses and Deferred Charges$27,468$37,233▲ $9,765
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
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$70,244,331$77,810,114▲ $7,565,783
Other Assets Total$0$120,897▲ $120,897
Liabilities
Other Liabilities$1,414,193$2,444,549▲ $1,030,356
Accounts Payable and Accrued Expenses$1,546,621$1,099,071▼ $447,550
Deferred Revenue$921,870$344,953▼ $576,917
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$3,882,684$3,888,573▲ $5,889
Net Assets / Fund Balance
Total Net Assets Fund Balance$66,361,647$73,921,541▲ $7,559,894
Total Liabilities and Net Assets / Fund Balance$70,244,331$77,810,114▲ $7,565,783

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$232,493$462,921$695,414
Leasehold Improvements$8,752$169,322$178,074
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Constance DeFranceManaging DirectorFT$165,264$30,059$196,716
Steven LostoskiAssistant Managing DirectorFT$144,678$31,154$176,246

Board Members and Trustees

NameTitle
Alfred NelsonEmployer Trustee/CO-CHAIRMAN
Robert Roach JrUnion Trustee/CO-CHAIRMAN
Thomas MitchellEmployer Trustee
William M MuthEmployer Trustee
Steve SleighFund Director
Dora CervantesUnion Trustee
Lynn TuckerUnion Trustee
Phil GruberUnion Trustee (former)

Highest Paid Contractors

ContractorServicesLocationCompensation
CignaClaims Processing-$2,346,965
Delta DentalClaims Processing-$317,576
The Segal CompanyConsulting-$252,125
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$67,293,315
Investment Income
$1,654,838
Other Revenue
$1,225,563
Change in Net Assets
$5,573,318

Audited Revenue Reconciliation

Revenue per Audited Statements
$70,168,716
Revenue Not Reported on Financial Statements
$5,000
Revenue Not Reported on Form 990
$1,986,576
Total Revenue per Audited Statements
$72,155,292
Total Revenue per Form 990
$70,173,716
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,185,548
Salaries, Compensation, and Employee Benefits$1,562,674
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$58,852,176
Fees for Services Other---$3,112,915
Other Salaries and Wages---$1,108,311
Other Employee Benefits---$250,894
Occupancy---$145,419
Pension Plan Contributions---$120,666
Office Expenses---$119,906
Payroll Taxes---$82,803
Fees for Services Legal---$69,552
Insurance---$51,180
Information Technology---$40,054
Fees for Services Accounting---$31,461
Travel---$20,637
Depreciation Depletion---$12,152
Conferences and Meetings---$8,777
Fees for Service Investment Mgmnt Fees---$5,000
Other Expenses---$2,138
Total Functional Expenses$0$0$0$64,600,398

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$64,600,398
Expenses per Audited Statements$64,595,398
Total Expenses per Audited Statements$64,595,398
Expenses Not Reported on Financial Statements$5,000
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
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
Outstanding Checks - Benefit Acct.$1,960,961
Transitional Reinsurance Contrib.$483,588
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
Yes
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, Section A, Line 4 - SIGNIFICANT CHANGES TO GOVERNING DOCUMENT:

“the Trustees amended the Trust Agreement to change the lead union and employer Trustee titles from Secretary and Chairman to Co-Chairmen in various sections of the agreement.”

Part VI, Section B, Line 11B - REVIEW PROCESS OF FORM 990:

“The Form 990 was provided to the Fund Office which provided it to the Board of Trustees for their review prior to its filing.”

Part VI, Section B, Line 12C - Conflict of Interest Policy Compliance:

“All covered persons, trustees and fund employees, are required on an annual basis to affirm in writing that they have received, understood, and will comply with the Fund's Code of Conduct.”

Part VI, Section B, Line 15 - COMPENSATION REVIEW PROCESS:

“The salary for the Fund Director is determined by the Board of Trustees. All other compensation of the non-bargaining unit staff is determined by the fund director. All other compensation of the bargaining unit staff is determined by the collective bargaining agreement.”

Part VI, Section C, Line 19 - AVAILABILITY OF GOVERNING DOCUMENTS & F/S:

“Participants can request copies of the documents or review the documents at the fund office.”

Filing and Contact Details

Filer

EIN
36-6562520
In Care Of
% THE FUND
Phone
2027858148

Signing Officer

Name
Thomas Mitchell
Title
Co-chairman
Phone
2027858148
Signed
2015-06-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas Mitchell
Formed
1973
Legal Domicile
Dc
Voting Board Members
6
Independent Board Members
0
Employees
14
Volunteers
0

Preparer

Preparer
Mark Buckberg
Phone
2027858148
Supplemental Narrative

Additional Explanations

Part XII, Line 2(C) - committee oversight on audit process & selection:

“The review process is unchanged from the prior year.”

Financial Statement Notes

PART X, LINE 2 - FIN 48 FOOTNOTE - UNCERTAIN TAX LIABILITY:

“Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the organization and recognize a tax liability if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Management has evaluated the tax positions taken by the Plan and concluded that as of September 30, 2014 there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits in progress for any tax periods.”

Raw XML AppendixShowing 400 of 927 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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IRS990/MissionDesc0To provide health, welfare, vision, and dental benefits to eligible participants and their dependents.
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
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IRS990/OtherAssetsTotalGrp/EOYAmt0120897
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0250894
IRS990/OtherExpensesGrp/Desc0ACA FEES
IRS990/OtherExpensesGrp/Desc1SHARED OFFICE EXPENSE
IRS990/OtherExpensesGrp/Desc2EDUCATION EXPENSE
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS EXPENSE
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IRS990/OtherExpensesGrp/TotalAmt1186126
IRS990/OtherExpensesGrp/TotalAmt210282
IRS990/OtherExpensesGrp/TotalAmt32138
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IRS990/OtherRevenueMiscGrp/BusinessCd0525100
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IRS990/OtherRevenueMiscGrp/Desc0STOP LOSS INSURANCE PROCEEDS
IRS990/OtherRevenueMiscGrp/Desc1REIMBURSEMENTS FROM IAM NATL PENSION FD
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1128162
IRS990/OtherRevenueTotalAmt01225563
IRS990/OtherSalariesAndWagesGrp/TotalAmt01108311
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IRS990/PartialLiquidationInd0false
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IRS990/PayrollTaxesGrp/TotalAmt082803
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
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IRS990/PensionPlanContributionsGrp/TotalAmt0120666
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt027468
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt037233
IRS990/PrincipalOfficerNm0Thomas Mitchell
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1784162
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt066509153
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1784162
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt054121821
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01350256
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt03669212
IRS990/PYOtherRevenueAmt0876734
IRS990/PYProgramServiceRevenueAmt061761067
IRS990/PYRevenuesLessExpensesAmt04881223
IRS990/PYSalariesCompEmpBnftPaidAmt01315801
IRS990/PYTotalExpensesAmt059106834
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt063988057
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt05573318
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt012291540
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0232493
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0462921
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0695414
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IRS990ScheduleD/ExpensesSubtotalAmt064595398
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IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt08752
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0169322
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0178074
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01986576
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01960961
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1483588
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OUTSTANDING CHECKS - BENEFIT ACCT.
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1TRANSITIONAL REINSURANCE CONTRIB.
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt05000
IRS990ScheduleD/RevenueSubtotalAmt070168716
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the organization and recognize a tax liability if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Management has evaluated the tax positions taken by the Plan and concluded that as of September 30, 2014 there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits in progress for any tax periods.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2 - FIN 48 FOOTNOTE - UNCERTAIN TAX LIABILITY:
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IRS990/ScheduleJRequiredInd0true
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt5165264
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2243765
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3222256
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt4458355
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt60
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10

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Filings

Displayed year

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

Open filing
Assets
$77,810,114
Liabilities
$3,888,573
Net assets
$73,921,541
Revenue
$70,173,716
Expenses
$64,600,398
Net income
$5,573,318
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$91.3$3.78$87.5$131$142$10.7
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$102$5.93$95.7$114$112$2.30
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$106$1.41$104$105$105$0.29
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$105$2.25$103$110$107$3.30
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$96.2$2.47$93.7$94.3$88.9$5.42
2016Detailed filing. Detailed filing data is available for this year.$85.7$4.18$81.5$69.3$67.8$1.51
2015Detailed filing. Detailed filing data is available for this year.$79.8$2.80$76.9$70.3$65.2$5.11
2014Detailed filing. Detailed filing data is available for this year.$77.8$3.89$73.9$70.2$64.6$5.57
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$63.2$2.51$60.7$59.8
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$56.5$3.90$52.6$53.5
Peer Organizations

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