Civic Intelligence

Madison Area Construction Employees Trust

990 • Fiscal year 2013 • EIN 39-6046679

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 10, 2014

Organization ProfileN/A

View Organization Page

2901 W Beltline Hwy No 100Madison, WI 53713

(608) 278-9500

Siviq Scores

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

Liabilities / Assets

85th percentile

0.51x

Higher debt load relative to assets than 85% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

97th percentile

1.15x

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

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Net Margin

58th percentile

5.2%

Higher net margin than 58% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Asset Growth

64th percentile

9.4%

Faster asset growth than 64% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

75th percentile

13%

Faster revenue growth than 75% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$16,887,183

Up $1,451,948 (+9.4%) from 2012

Net Assets

Up

$8,222,490

Up $14,734,712 (+226%) from 2012

Liabilities

Down

$8,664,693

Down $13,282,764 (-61%) from 2012

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin58th percentile

Revenue

$7,556,270

No earlier filing loaded for comparison.

Expenses

Down

$7,162,411

Down $1,546,766 (-18%) from 2012

Net Income

$393,859

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$30M$20M$10M$0-$10MAssets 2011: $14,591,946Liabilities 2011: $19,433,051Net Assets 2011: -$4,841,1052011Assets 2012: $15,435,235Liabilities 2012: $21,947,457Net Assets 2012: -$6,512,2222012Assets 2013: $16,887,183Liabilities 2013: $8,664,693Net Assets 2013: $8,222,4902013Assets 2014: $17,510,516Liabilities 2014: $9,385,053Net Assets 2014: $8,125,4632014Assets 2015: $16,984,091Liabilities 2015: $10,230,872Net Assets 2015: $6,753,2192015Assets 2016: $15,223,458Liabilities 2016: $9,572,897Net Assets 2016: $5,650,5612016Assets 2017: $14,399,299Liabilities 2017: $10,372,215Net Assets 2017: $4,027,0842017Assets 2018: $11,154,300Liabilities 2018: $10,663,230Net Assets 2018: $491,0702018Assets 2019: $12,634,007Liabilities 2019: $10,468,001Net Assets 2019: $2,166,0062019Assets 2020: $14,097,987Liabilities 2020: $8,946,517Net Assets 2020: $5,151,4702020Assets 2021: $17,112,386Liabilities 2021: $9,710,957Net Assets 2021: $7,401,4292021Assets 2022: $17,970,441Liabilities 2022: $10,622,946Net Assets 2022: $7,347,4952022Assets 2023: $22,663,425Liabilities 2023: $13,144,767Net Assets 2023: $9,518,6582023Assets 2024: $25,246,699Liabilities 2024: $12,396,844Net Assets 2024: $12,849,8552024

Highlighted filing

2013

Assets$16,887,183
Liabilities$8,664,693
Net Assets$8,222,490
Open 2013 Filing

Operations Trend

Revenue Growth75th percentile

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

$20M$10M$0-$10MRevenue 2011: $5,889,728Expenses 2011: $10,339,606Net Income 2011: -$4,449,8782011Expenses 2012: $8,709,1772012Revenue 2013: $7,556,270Expenses 2013: $7,162,411Net Income 2013: $393,8592013Revenue 2014: $8,142,136Expenses 2014: $8,041,751Net Income 2014: $100,3852014Revenue 2015: $8,303,136Expenses 2015: $8,750,416Net Income 2015: -$447,2802015Revenue 2016: $9,444,655Expenses 2016: $11,021,627Net Income 2016: -$1,576,9722016Revenue 2017: $10,981,608Expenses 2017: $12,964,522Net Income 2017: -$1,982,9142017Revenue 2018: $11,548,733Expenses 2018: $14,177,407Net Income 2018: -$2,628,6742018Revenue 2019: $13,377,249Expenses 2019: $12,797,029Net Income 2019: $580,2202019Revenue 2020: $12,322,220Expenses 2020: $9,820,820Net Income 2020: $2,501,4002020Revenue 2021: $14,408,479Expenses 2021: $12,190,372Net Income 2021: $2,218,1072021Revenue 2022: $14,504,915Expenses 2022: $12,693,823Net Income 2022: $1,811,0922022Revenue 2023: $16,436,505Expenses 2023: $16,058,788Net Income 2023: $377,7172023Revenue 2024: $17,035,616Expenses 2024: $14,671,451Net Income 2024: $2,364,1652024

Highlighted filing

2013

Revenue$7,556,270
Expenses$7,162,411
Net Income$393,859
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 10, 2014
Return Version
2013v3.0
Gross Receipts
$23,173,608
Mission and Program Overview

Mission

To provide reasonably cost effective group health coverage to the members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,128,803$12,006,865▲ $2,878,062
Rtn Earn Endowment Incm Other Fnds$0$8,222,490▲ $8,222,490
Savings and Temporary Cash Investments$5,155,132$3,258,692▼ $1,896,440
Cash and Non-Interest-Bearing Accounts$507,857$1,101,752▲ $593,895
Accounts Receivable$643,443$502,282▼ $141,161
Prepaid Expenses and Deferred Charges-$17,592-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$-6,512,222$0▲ $6,512,222
Total Assets$15,435,235$16,887,183▲ $1,451,948
Liabilities
Other Liabilities$0$8,562,720▲ $8,562,720
Accounts Payable and Accrued Expenses$21,947,457$101,973▼ $21,845,484
Total Liabilities$21,947,457$8,664,693▼ $13,282,764
Net Assets / Fund Balance
Total Net Assets Fund Balance$-6,512,222$8,222,490▲ $14,734,712
Total Liabilities and Net Assets / Fund Balance$15,435,235$16,887,183▲ $1,451,948
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Larry DaviesTrustee/chairman
Brent WilliamsTrustee
Kevin LamereTrustee
Michael ChristiansenTrustee
Robert PertzbornTrustee
Roger RothrockTrustee
Steve BreitlowTrustee
Elliot CopanTrustee/secretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,597,235
Investment Income
$957,811
Other Revenue
$1,224
Change in Net Assets
$393,859

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,556,270
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$513,853
Total Revenue per Audited Statements
$8,070,123
Total Revenue per Form 990
$7,556,270
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,730,584
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---$5,431,827
Other Expenses---$104,862
Fees for Service Investment Mgmnt Fees---$97,463
Fees for Services Management---$54,965
Fees for Services Accounting---$38,700
Fees for Services Other---$8,000
Office Expenses---$7,970
Insurance---$3,952
Fees for Services Legal---$621
Conferences and Meetings---$599
Total Functional Expenses$0$0$0$7,162,411

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,343,411
Total Expenses per Audited Statements$7,343,411
Total Expenses per Form 990$7,162,411
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-181,000
Other Expense Adjustments$-181,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member Dollar Bank$8,000,687
Ibnr$440,000
Benefit Program Costs Payable$122,033
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

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The form 990 is reviewed by the board of trustees at a regular meeting.”

Form 990, Part VI, Section C, Line 19

“These items are made available upon individual request.”

Filing and Contact Details

Filer

EIN
39-6046679
Phone
6082789500

Signing Officer

Name
Larry Davies
Title
Chairman
Phone
6082789500
Signed
2014-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Larry Davies
Formed
1966
Legal Domicile
Wi
Voting Board Members
8
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Preparer
Thomas M Powers CPA
Phone
2627846210
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Postretirement obligation shown in prior year form 990 13,827,000.”

Form 990, Part XII, Line 2C

“This process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“U.s. Generally accepted accounting principles require trust management of an organization to evaluate tax positions taken by the trust and recognize a tax liability (or asset) if the trust has taken an uncertain tax position that more likely than not would not be sustained upon examination by the irs. The trust is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The trust's management believes it is no longer subject to income tax examinations for closed years prior to 2010.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“CHANGE IN IBNR”

Raw XML Appendix346 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/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt07556270
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE TRUST MANAGEMENT OF AN ORGANIZATION TO EVALUATE TAX POSITIONS TAKEN BY THE TRUST AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE TRUST HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE TRUST'S MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR CLOSED YEARS PRIOR TO 2010.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN IBNR
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt07162411
IRS990ScheduleD/TotalLiabilityAmt08562720
IRS990ScheduleD/TotalRevenuePerForm990Amt07556270
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08070123
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt07343411
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES AT A REGULAR MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THESE ITEMS ARE MADE AVAILABLE UPON INDIVIDUAL REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2POSTRETIREMENT OBLIGATION SHOWN IN PRIOR YEAR FORM 990 13,827,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt015435235
IRS990/TotalAssetsEOYAmt016887183
IRS990/TotalAssetsGrp/BOYAmt015435235
IRS990/TotalAssetsGrp/EOYAmt016887183
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt07162411
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt021947457
IRS990/TotalLiabilitiesEOYAmt08664693
IRS990/TotalLiabilitiesGrp/BOYAmt021947457
IRS990/TotalLiabilitiesGrp/EOYAmt08664693
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-6512222
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08222490
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt06597235
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0957811
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06598459
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07556270
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt015435235
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt016887183
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine102901 W BELTLINE HWY SUITE 100
IRS990/USAddress/City0MADISON
IRS990/USAddress/State0WI
IRS990/USAddress/ZIPCode053713
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LARRY DAVIES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum06082789500
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10MADISON AREA CONSTRUCTION EMPLOYEES
ReturnHeader/Filer/BusinessName/BusinessNameLine20TRUST - HEALTH & WELFARE
ReturnHeader/Filer/BusinessNameControlTxt0MADI
ReturnHeader/Filer/EIN0396046679
ReturnHeader/Filer/PhoneNum06082789500
ReturnHeader/Filer/USAddress/AddressLine102901 W BELTLINE HWY NO 100
ReturnHeader/Filer/USAddress/City0MADISON
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053713
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391531945
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10FREYBERG HINKLE ASHLAND POWERS & STOWELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1015420 W CAPITOL DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BROOKFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0530052621
ReturnHeader/PreparerPersonGrp/PhoneNum02627846210
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS M POWERS CPA
ReturnHeader/ReturnTs02014-11-10T14:22:24-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,887,183
Liabilities
$8,664,693
Net assets
$8,222,490
Revenue
$7,556,270
Expenses
$7,162,411
Net income
$393,859
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.2$12.4$12.8$17.0$14.7$2.36
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.7$13.1$9.52$16.4$16.1$0.38
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.0$10.6$7.35$14.5$12.7$1.81
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.1$9.71$7.40$14.4$12.2$2.22
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.1$8.95$5.15$12.3$9.82$2.50
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.6$10.5$2.17$13.4$12.8$0.58
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.2$10.7$0.49$11.5$14.2$2.63
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.4$10.4$4.03$11.0$13.0$1.98
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.2$9.57$5.65$9.44$11.0$1.58
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.0$10.2$6.75$8.30$8.75$0.45
2014Detailed filing. Detailed filing data is available for this year.$17.5$9.39$8.13$8.14$8.04$0.10
2013Detailed filing. Detailed filing data is available for this year.$16.9$8.66$8.22$7.56$7.16$0.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.4$21.9$6.51$8.71
2011Summary only. Only limited summary data is available for this year.$14.6$19.4$4.84$5.89$10.3$4.45