Civic Intelligence

District Council No 3 Painters and Allied Trades Welfare Fund

990 • Fiscal year 2014 • EIN 43-0817513

Oct 01, 2013 to Sep 30, 2014 • Filed on Mar 03, 2015

Organization ProfileN/A

View Organization Page

3100 Broadway Ste 805Room/Suite 80564111

(816) 756-3313

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.04x

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

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

Liabilities / Revenue

54th percentile

0.05x

Higher debt load relative to revenue than 54% of similar nonprofits.

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

Net Margin

47th percentile

1.9%

Higher net margin than 47% 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

44th percentile

2.1%

Faster asset growth than 44% of similar nonprofits.

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

Revenue Growth

58th percentile

6.5%

Faster revenue growth than 58% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$14,157,077

Up $293,760 (+2.1%) from 2013

Net Assets

Up

$13,657,224

Up $202,159 (+1.5%) from 2013

Liabilities

Up

$499,853

Up $91,601 (+22%) from 2013

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin47th percentile

Revenue

$10,415,588

No earlier filing loaded for comparison.

Expenses

Up

$10,213,429

Up $418,150 (+4.3%) from 2013

Net Income

$202,159

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $11,493,763Liabilities 2010: $208,375Net Assets 2010: $11,285,3882010Assets 2011: $12,906,120Liabilities 2011: $502,795Net Assets 2011: $12,403,3252011Assets 2012: $13,729,209Liabilities 2012: $371,036Net Assets 2012: $13,358,1732012Assets 2013: $13,863,317Liabilities 2013: $408,252Net Assets 2013: $13,455,0652013Assets 2014: $14,157,077Liabilities 2014: $499,853Net Assets 2014: $13,657,2242014Assets 2015: $12,948,484Liabilities 2015: $462,002Net Assets 2015: $12,486,4822015Assets 2016: $14,427,474Liabilities 2016: $637,160Net Assets 2016: $13,790,3142016Assets 2017: $16,064,713Liabilities 2017: $285,283Net Assets 2017: $15,779,4302017Assets 2018: $14,026,540Liabilities 2018: $149,986Net Assets 2018: $13,876,5542018Assets 2019: $13,139,682Liabilities 2019: $106,606Net Assets 2019: $13,033,0762019Assets 2020: $14,303,772Liabilities 2020: $152,241Net Assets 2020: $14,151,5312020Assets 2021: $14,755,417Liabilities 2021: $179,321Net Assets 2021: $14,576,0962021Assets 2022: $12,974,070Liabilities 2022: $142,576Net Assets 2022: $12,831,4942022Assets 2023: $15,740,083Liabilities 2023: $233,470Net Assets 2023: $15,506,6132023Assets 2024: $19,263,732Liabilities 2024: $88,757Net Assets 2024: $19,174,9752024

Highlighted filing

2014

Assets$14,157,077
Liabilities$499,853
Net Assets$13,657,224
Open 2014 Filing

Operations Trend

Revenue Growth58th percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $9,369,9472010Expenses 2011: $9,134,3892011Revenue 2012: $9,185,919Expenses 2012: $8,319,047Net Income 2012: $866,8722012Expenses 2013: $9,795,2792013Revenue 2014: $10,415,588Expenses 2014: $10,213,429Net Income 2014: $202,1592014Revenue 2015: $11,257,039Expenses 2015: $12,427,781Net Income 2015: -$1,170,7422015Revenue 2016: $13,278,552Expenses 2016: $11,974,720Net Income 2016: $1,303,8322016Revenue 2017: $15,176,558Expenses 2017: $13,187,442Net Income 2017: $1,989,1162017Revenue 2018: $11,930,630Expenses 2018: $13,833,506Net Income 2018: -$1,902,8762018Revenue 2019: $13,345,201Expenses 2019: $14,188,679Net Income 2019: -$843,4782019Revenue 2020: $13,605,471Expenses 2020: $12,487,016Net Income 2020: $1,118,4552020Revenue 2021: $11,842,707Expenses 2021: $11,418,142Net Income 2021: $424,5652021Revenue 2022: $13,049,367Expenses 2022: $13,063,990Net Income 2022: -$14,6232022Revenue 2023: $13,659,483Expenses 2023: $11,035,142Net Income 2023: $2,624,3412023Revenue 2024: $14,538,200Expenses 2024: $11,953,827Net Income 2024: $2,584,3732024

Highlighted filing

2014

Revenue$10,415,588
Expenses$10,213,429
Net Income$202,159
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Mar 3, 2015
Return Version
2013v4.0
Gross Receipts
$14,562,946
Mission and Program Overview

Mission

To provide health benefits to qualified participants

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$11,243,097$11,166,840▼ $76,257
Savings and Temporary Cash Investments$1,387,441$2,007,388▲ $619,947
Accounts Receivable$1,163,178$969,941▼ $193,237
Prepaid Expenses and Deferred Charges$11,561$12,908▲ $1,347
Total Assets$13,863,317$14,157,077▲ $293,760
Other Assets Total$58,040--
Liabilities
Accounts Payable and Accrued Expenses$408,252$499,853▲ $91,601
Total Liabilities$408,252$499,853▲ $91,601
Net Assets / Fund Balance
Unrestricted Net Assets$13,455,065$13,657,224▲ $202,159
Total Net Assets Fund Balance$13,455,065$13,657,224▲ $202,159
Total Liabilities and Net Assets / Fund Balance$13,863,317$14,157,077▲ $293,760
Compensation and Service Providers
Top Officer Pay46th percentile

Board Members and Trustees

NameTitle
Todd DoreeChairman
Demetrio GarciaTrustee
Gary Seaton JrTrustee
John TompsonTrustee
Kenneth NickolsTrustee
Mark ThomasTrustee
Steven BanksTrustee
Erica JenkinsSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,928,536
Investment Income
$60,255
Other Revenue
$426,797
Change in Net Assets
$202,159

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,415,588
Total Revenue per Audited Statements
$10,415,588
Total Revenue per Form 990
$10,415,588
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,083,239
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---$9,130,190
Fees for Services Management---$666,579
Fees for Services Legal---$117,033
Fees for Services Accounting---$80,296
Fees for Service Investment Mgmnt Fees---$44,278
Fees for Services Other---$41,820
Insurance---$14,259
Office Expenses---$6,918
Conferences and Meetings---$2,872
Other Expenses---$365
Total Functional Expenses$0$0$0$10,213,429

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$10,213,429
Total Expenses per Audited Statements$10,213,429
Total Expenses per Form 990$10,213,429
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
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, Page 6, Part VI, Line 11B

“Officer signing return reviews. Board formally accepts at board meeting.”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST.”

Filing and Contact Details

Filer

EIN
43-0817513
Phone
8167563313

Signing Officer

Name
Todd Doree
Title
Chairman
Phone
8167563313
Signed
2015-03-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Todd Doree
Formed
1974
Voting Board Members
8
Independent Board Members
4
Employees
12

Preparer

Preparer
James F Gillespie CPA
Phone
9134914484
Supplemental Narrative

Additional Explanations

Form 990, Part V

“Ln 2a - these individuals are not employees of plan but individuals who received disability benefits from the plan.”

Raw XML Appendix334 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/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICER SIGNING RETURN REVIEWS. BOARD FORMALLY ACCEPTS AT BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART V
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalAssetsGrp/BOYAmt013863317
IRS990/TotalAssetsGrp/EOYAmt014157077
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IRS990/TotalEmployeeCnt012
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt010213429
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0408252
IRS990/TotalLiabilitiesEOYAmt0499853
IRS990/TotalLiabilitiesGrp/BOYAmt0408252
IRS990/TotalLiabilitiesGrp/EOYAmt0499853
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt013455065
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt013657224
IRS990/TotalProgramServiceRevenueAmt09928536
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt010415588
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt010415588
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt013863317
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt014157077
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt013455065
IRS990/UnrestrictedNetAssetsGrp/EOYAmt013657224
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine109902 E 62ND ST
IRS990/USAddress/City0RAYTOWN
IRS990/USAddress/State0MO
IRS990/USAddress/ZIPCode064133
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt04
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TODD DOREE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum08167563313
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-03
ReturnHeader/Filer/BusinessName/BusinessNameLine10DISTRICT COUNCIL NO 3 PAINTERS AND
ReturnHeader/Filer/BusinessName/BusinessNameLine20ALLIED TRADES WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0DIST
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ReturnHeader/Filer/PhoneNum08167563313
ReturnHeader/Filer/USAddress/AddressLine103100 BROADWAY STE 805
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ReturnHeader/Filer/USAddress/City0KANSAS CITY
ReturnHeader/Filer/USAddress/State0MO
ReturnHeader/Filer/USAddress/ZIPCode064111
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0480969601
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SUMMERS SPENCER & COMPANY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1016201 W 95TH SUITE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0LENEXA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode066219
ReturnHeader/PreparerPersonGrp/PhoneNum09134914484
ReturnHeader/PreparerPersonGrp/PreparationDt02015-04-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES F GILLESPIE CPA
ReturnHeader/ReturnTs02015-04-24T09:36:44-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-10-01
ReturnHeader/TaxPeriodEndDt02014-09-30
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
$14,157,077
Liabilities
$499,853
Net assets
$13,657,224
Revenue
$10,415,588
Expenses
$10,213,429
Net income
$202,159
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.3$0.09$19.2$14.5$12.0$2.58
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.7$0.23$15.5$13.7$11.0$2.62
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.0$0.14$12.8$13.0$13.1$0.01
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.8$0.18$14.6$11.8$11.4$0.42
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.3$0.15$14.2$13.6$12.5$1.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.1$0.11$13.0$13.3$14.2$0.84
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.0$0.15$13.9$11.9$13.8$1.90
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.1$0.29$15.8$15.2$13.2$1.99
2016Detailed filing. Detailed filing data is available for this year.$14.4$0.64$13.8$13.3$12.0$1.30
2015Detailed filing. Detailed filing data is available for this year.$12.9$0.46$12.5$11.3$12.4$1.17
2014Detailed filing. Detailed filing data is available for this year.$14.2$0.50$13.7$10.4$10.2$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.9$0.41$13.5$9.80
2012Summary only. Only limited summary data is available for this year.$13.7$0.37$13.4$9.19$8.32$0.87
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.9$0.50$12.4$9.13
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.5$0.21$11.3$9.37