Civic Intelligence

Construction Industry Laborers Welfare Fund

990 • Fiscal year 2018 • EIN 44-0568755

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 07, 2019

Organization ProfileN/A

View Organization Page

3100 BroadwayKansas City, MO 64111

(816) 756-3313

Siviq Scores

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

Liabilities / Assets

39th percentile

0.01x

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

2018 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2018

Liabilities / Revenue

36th percentile

0.01x

Higher debt load relative to revenue than 36% of similar nonprofits.

2018 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2018

Net Margin

84th percentile

24%

Higher net margin than 84% of similar nonprofits.

2018 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2018

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

2018 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2018

Asset Growth

30th percentile

-5.3%

Faster asset growth than 30% of similar nonprofits.

2018 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2017 to 2018

Revenue Growth

89th percentile

28%

Faster revenue growth than 89% of similar nonprofits.

2018 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$125,616,435

Down $7,015,191 (-5.3%) from 2017

Net Assets

Down

$124,713,275

Down $5,081,644 (-3.9%) from 2017

Liabilities

Down

$903,160

Down $1,933,547 (-68%) from 2017

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin84th percentile

Revenue

Up

$74,243,536

Up $16,253,615 (+28%) from 2017

Expenses

Up

$56,717,726

Up $3,363,073 (+6.3%) from 2017

Net Income

Up

$17,525,810

Up $12,890,542 (+278%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$200M$150M$100M$50M$0Assets 2010: $82,098,779Liabilities 2010: $3,372,696Net Assets 2010: $78,726,0832010Assets 2011: $80,680,110Liabilities 2011: $2,088,768Net Assets 2011: $78,591,3422011Assets 2012: $87,617,717Liabilities 2012: $1,538,297Net Assets 2012: $86,079,4202012Assets 2013: $93,250,070Liabilities 2013: $1,387,506Net Assets 2013: $91,862,5642013Assets 2014: $104,790,230Liabilities 2014: $1,253,181Net Assets 2014: $103,537,0492014Assets 2015: $109,746,156Liabilities 2015: $1,024,771Net Assets 2015: $108,721,3852015Assets 2016: $119,864,383Liabilities 2016: $1,530,807Net Assets 2016: $118,333,5762016Assets 2017: $132,631,626Liabilities 2017: $2,836,707Net Assets 2017: $129,794,9192017Assets 2018: $125,616,435Liabilities 2018: $903,160Net Assets 2018: $124,713,2752018Assets 2019: $140,441,485Liabilities 2019: $1,025,711Net Assets 2019: $139,415,7742019Assets 2020: $151,896,140Liabilities 2020: $953,038Net Assets 2020: $150,943,1022020Assets 2021: $159,375,234Liabilities 2021: $2,561,810Net Assets 2021: $156,813,4242021Assets 2022: $136,244,694Liabilities 2022: $1,195,894Net Assets 2022: $135,048,8002022Assets 2023: $150,103,374Liabilities 2023: $2,338,242Net Assets 2023: $147,765,1322023Assets 2024: $188,435,485Liabilities 2024: $6,149,844Net Assets 2024: $182,285,6412024

Highlighted filing

2018

Assets$125,616,435
Liabilities$903,160
Net Assets$124,713,275
Open 2018 Filing

Operations Trend

Revenue Growth89th percentile

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

$100M$50M$0-$50MExpenses 2010: $47,854,6912010Expenses 2011: $43,038,2152011Expenses 2012: $39,567,2292012Revenue 2013: $45,150,088Expenses 2013: $40,145,234Net Income 2013: $5,004,8542013Revenue 2014: $52,454,734Expenses 2014: $43,488,752Net Income 2014: $8,965,9822014Revenue 2015: $52,467,404Expenses 2015: $45,585,387Net Income 2015: $6,882,0172015Revenue 2016: $55,083,503Expenses 2016: $48,893,547Net Income 2016: $6,189,9562016Revenue 2017: $57,989,921Expenses 2017: $53,354,653Net Income 2017: $4,635,2682017Revenue 2018: $74,243,536Expenses 2018: $56,717,726Net Income 2018: $17,525,8102018Revenue 2019: $59,891,705Expenses 2019: $58,278,213Net Income 2019: $1,613,4922019Revenue 2020: $59,729,137Expenses 2020: $58,609,912Net Income 2020: $1,119,2252020Revenue 2021: $60,897,343Expenses 2021: $62,483,687Net Income 2021: -$1,586,3442021Revenue 2022: $62,605,084Expenses 2022: $63,616,271Net Income 2022: -$1,011,1872022Revenue 2023: $69,621,742Expenses 2023: $68,654,320Net Income 2023: $967,4222023Revenue 2024: $86,543,222Expenses 2024: $85,158,812Net Income 2024: $1,384,4102024

Highlighted filing

2018

Revenue$74,243,536
Expenses$56,717,726
Net Income$17,525,810
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 7, 2019
Return Version
2018v3.1
Gross Receipts
$104,833,872
Mission and Program Overview

Mission

Provide health & welfare benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$129,794,919$124,713,275▼ $5,081,644
Investments Other Securities$85,022,955$53,512,704▼ $31,510,251
Investments in Publicly Traded Securities$29,102,347$53,294,520▲ $24,192,173
Savings and Temporary Cash Investments$9,836,890$12,887,862▲ $3,050,972
Accounts Receivable$3,389,689$5,437,725▲ $2,048,036
Cash and Non-Interest-Bearing Accounts$5,032,731$231,346▼ $4,801,385
Prepaid Expenses and Deferred Charges$24,698$43,375▲ $18,677
Total Assets$132,631,626$125,616,435▼ $7,015,191
Other Assets Total$222,316$208,903▼ $13,413
Liabilities
Escrow Account Liability$1,738,261$0▼ $1,738,261
Accounts Payable and Accrued Expenses$1,098,446$903,160▼ $195,286
Total Liabilities$2,836,707$903,160▼ $1,933,547
Net Assets / Fund Balance
Total Net Assets Fund Balance$129,794,919$124,713,275▼ $5,081,644
Total Liabilities and Net Assets / Fund Balance$132,631,626$125,616,435▼ $7,015,191

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$2,540,313--
Compensation and Service Providers
Top Officer Pay33rd percentile

Board Members and Trustees

NameTitle
Jason P MendenhallChairman
Bill TillmanTrustee
Brad TurnerTrustee
Bryon HornungTrustee
David KaestnerTrustee
Dexter PhillipsTrustee
Edward DeSoignieTrustee
Gabriel T JonesTrustee
Jim FitzgeraldTrustee
Joe GarrisonTrustee
Mitchell RowleyTrustee
Patrick P PryorTrustee
Trent ElyTrustee
Wyatt PhillipsTrustee
Steven GlennSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue ShieldPreferred Provider OrgPO Box 419169, Kansas City, MO 64141$2,336,281
Wilson-McShane CorporationTpa3100 BroadwaySte 805, Kansas City, MO 64111$491,541
TIC InternationalTPA/Employer Auditor6405 Metcalf 200, Shawnee Mission, KS 66202$406,501
Arnold Newbold etalAttorney1125 Grand 1600, Kansas City, MO 64106$227,324
-Claim negotiators6510 Telecom Drive Suite 310, Indianapolis, IN 46278$190,440
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$53,067,507
Investment Income
$21,174,989
Other Revenue
$1,040
Change in Net Assets
$17,525,810

Audited Revenue Reconciliation

Revenue per Audited Statements
$74,056,939
Revenue Not Reported on Financial Statements
$186,597
Revenue Not Reported on Form 990
$-22,607,454
Total Revenue per Audited Statements
$51,449,485
Total Revenue per Form 990
$74,243,536
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,575,921
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$52,141,805--$52,141,805
Fees for Services Management$684,600$0$0$684,600
All Other Expenses$675,991$0$0$675,991
Fees for Services Legal$227,324$0$0$227,324
Fees for Service Investment Mgmnt Fees$186,597$0$0$186,597
Fees for Services Accounting$145,391$0$0$145,391
Office Expenses$51,301$0$0$51,301
Insurance$29,171$0$0$29,171
Conferences and Meetings$15,421$0$0$15,421
Other Expenses$13,106$0$0$13,106
Total Functional Expenses$56,717,726$0$0$56,717,726

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$56,717,726
Expenses per Audited Statements$56,531,129
Total Expenses per Audited Statements$56,531,129
Expenses Not Reported on Financial Statements$186,597
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
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
No
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
Yes
Filing and Contact Details

Filer

Filer Name
Construction Industry Laborers Welfare Fund
EIN
44-0568755
Phone
8167563313
Address
3100 Broadway, Kansas City, MO 64111

Signing Officer

Name
Jason Mendenall
Title
Chairman
Phone
8167563313
Signed
2019-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jason Mendenhall
Formed
1952
Legal Domicile
Mo
Voting Board Members
16
Independent Board Members
16
Employees
133
Volunteers
0

Preparer

Firm
Cuneo Lawson Shay & Staley
Address
1100 Main Street Suite 2880, Kansas City, MO 64105
Preparer
Ronald L Eib
Phone
8168420805
Supplemental Narrative

Additional Explanations

Pt VI, Line 3

“The fund is contracted with TIC International and Wilson-McShane, a TPA, who pays claims and handles the day to day operation of the fund.”

Pt VI, Line 11B

“Copies of form 990 are provided to the Chairman and Secretary for review.”

Pt VI, Line 19

“No documents are made available to the public.”

Pt VI, Line 12C

“The conflict of interest policy is reviewed annually at a board meeting.”

Form 990, Part IX, Line 24E

“Dues and subscriptions 1385. 1385.”

Form 990, Part IX, Line 24E

“Equipment rental 360. 360.”

Form 990, Part IX, Line 24E

“Miscellaneous 2193. 2193.”

Form 990, Part IX, Line 24E

“POCRI Fee 24866. 24866.”

Form 990, Part IX, Line 24E

“Reinsurance Fee 456747. 456747.”

Form 990, Part IX, Line 24E

“Negotiation fee 190440. 190440.”

Financial Statement Notes

Pt IV, Line 2B

“Contributions are deposited into a clearing account to be”

Pt IV, Line 2B

“spread to several different Funds and Locals. This amount”

Pt IV, Line 2B

“represents monies due to those Funds and Locals.”

Raw XML AppendixShowing 400 of 512 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/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
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IRS990/OtherExpensesGrp/Desc1Prescription Drug Fees
IRS990/OtherExpensesGrp/Desc2Consulting
IRS990/OtherExpensesGrp/Desc3Bank charges
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt22826831
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt32850162
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt45735498
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt52540313
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Ullico Seperate W-1 Account
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Baird Core Plus
IRS990ScheduleD/OtherSecuritiesGrp/Desc2Neuberger Berman US Equity Index
IRS990ScheduleD/OtherSecuritiesGrp/Desc3Parametric Defensive Equity
IRS990ScheduleD/OtherSecuritiesGrp/Desc4Pacific Asset Mgmt Loan Fd
IRS990ScheduleD/OtherSecuritiesGrp/Desc5Harding Loevner Fd
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0186597
IRS990ScheduleD/RevenueSubtotalAmt074056939
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Contributions are deposited into a clearing account to be
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1spread to several different Funds and Locals. This amount
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2represents monies due to those Funds and Locals.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt IV, Line 2b

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$125,616,435
Liabilities
$903,160
Net assets
$124,713,275
Revenue
$74,243,536
Expenses
$56,717,726
Net income
$17,525,810
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$188$6.15$182$86.5$85.2$1.38
2023Detailed filing. Detailed filing data is available for this year.$150$2.34$148$69.6$68.7$0.97
2022Detailed filing. Detailed filing data is available for this year.$136$1.20$135$62.6$63.6$1.01
2021Detailed filing. Detailed filing data is available for this year.$159$2.56$157$60.9$62.5$1.59
2020Detailed filing. Detailed filing data is available for this year.$152$0.95$151$59.7$58.6$1.12
2019Detailed filing. Detailed filing data is available for this year.$140$1.03$139$59.9$58.3$1.61
2018Detailed filing. Detailed filing data is available for this year.$126$0.90$125$74.2$56.7$17.5
2017Detailed filing. Detailed filing data is available for this year.$133$2.84$130$58.0$53.4$4.64
2016Detailed filing. Detailed filing data is available for this year.$120$1.53$118$55.1$48.9$6.19
2015Detailed filing. Detailed filing data is available for this year.$110$1.02$109$52.5$45.6$6.88
2014Detailed filing. Detailed filing data is available for this year.$105$1.25$104$52.5$43.5$8.97
2013Detailed filing. Detailed filing data is available for this year.$93.3$1.39$91.9$45.2$40.1$5.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$87.6$1.54$86.1$39.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$80.7$2.09$78.6$43.0
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$82.1$3.37$78.7$47.9
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)9 • $100M-$250M nonprofits