Civic Intelligence

Construction Industry Laborers Welfare Fund

990 • Fiscal year 2019 • EIN 44-0568755

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 14, 2020

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

38th percentile

0.01x

Higher debt load relative to assets than 38% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Liabilities / Revenue

39th percentile

0.02x

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

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Net Margin

48th percentile

2.7%

Higher net margin than 48% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Asset Growth

56th percentile

12%

Faster asset growth than 56% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Revenue Growth

8th percentile

-19%

Faster revenue growth than 8% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$140,441,485

Up $14,825,050 (+12%) from 2018

Net Assets

Up

$139,415,774

Up $14,702,499 (+12%) from 2018

Liabilities

Up

$1,025,711

Up $122,551 (+14%) from 2018

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin48th percentile

Revenue

Down

$59,891,705

Down $14,351,831 (-19%) from 2018

Expenses

Up

$58,278,213

Up $1,560,487 (+2.8%) from 2018

Net Income

Down

$1,613,492

Down $15,912,318 (-91%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2019

Assets$140,441,485
Liabilities$1,025,711
Net Assets$139,415,774
Open 2019 Filing

Operations Trend

Revenue Growth8th 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

2019

Revenue$59,891,705
Expenses$58,278,213
Net Income$1,613,492
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 14, 2020
Return Version
2019v5.1
Gross Receipts
$63,324,834
Mission and Program Overview

Mission

Provide health & welfare benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$124,713,275$139,415,774▲ $14,702,499
Investments in Publicly Traded Securities$53,294,520$65,926,686▲ $12,632,166
Investments Other Securities$53,512,704$59,872,420▲ $6,359,716
Savings and Temporary Cash Investments$12,887,862$8,164,863▼ $4,722,999
Accounts Receivable$5,437,725$6,211,136▲ $773,411
Cash and Non-Interest-Bearing Accounts$231,346--
Prepaid Expenses and Deferred Charges$43,375$41,548▼ $1,827
Total Assets$125,616,435$140,441,485▲ $14,825,050
Other Assets Total$208,903$224,832▲ $15,929
Liabilities
Accounts Payable and Accrued Expenses$903,160$1,025,711▲ $122,551
Escrow Account Liability$0$0→ $0
Total Liabilities$903,160$1,025,711▲ $122,551
Net Assets / Fund Balance
Total Net Assets Fund Balance$124,713,275$139,415,774▲ $14,702,499
Total Liabilities and Net Assets / Fund Balance$125,616,435$140,441,485▲ $14,825,050

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$3,407,828--
Compensation and Service Providers
Top Officer Pay32nd percentile

Board Members and Trustees

NameTitle
Jason P MendenhallChairman
Bill TillmanTrustee
Brad TurnerTrustee
Bryon HornungTrustee
David KaestnerTrustee
Dexter PhillipsTrustee
Gabriel T JonesTrustee
Joe GarrisonTrustee
Mitchell RowleyTrustee
Nate RoseTrustee
Patrick P PryorTrustee
Paul IdekerTrustee
Tim BellTrustee
Trent ElyTrustee
Wyatt PhillipsTrustee
Jim FitzgeraldSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue ShieldPreferred Provider OrgPO Box 419169, Kansas City, MO 64141$2,734,390
WilsonMcShane CorpTpa3100 Broadway, Kansas City, MO 64111$826,329
Arnold Newbold Sollars & HollinsAttorney1100 Main Ste 2001, Kansas City, MO 64105$239,842
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$56,587,329
Investment Income
$3,302,836
Other Revenue
$1,540
Change in Net Assets
$1,613,492

Audited Revenue Reconciliation

Revenue per Audited Statements
$59,723,735
Revenue Not Reported on Financial Statements
$167,970
Revenue Not Reported on Form 990
$13,089,007
Total Revenue per Audited Statements
$72,812,742
Total Revenue per Form 990
$59,891,705
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,771,299
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$53,506,914--$53,506,914
Fees for Services Other$3,006,851$0$0$3,006,851
Fees for Services Management$718,800$0$0$718,800
Fees for Services Legal$239,842$0$0$239,842
Fees for Service Investment Mgmnt Fees$167,970$0$0$167,970
Fees for Services Accounting$155,368$0$0$155,368
Insurance$37,063$0$0$37,063
Office Expenses$28,897$0$0$28,897
Other Expenses$25,458$0$0$25,458
Conferences and Meetings$19,606$0$0$19,606
Total Functional Expenses$58,278,213$0$0$58,278,213

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$58,278,213
Expenses per Audited Statements$58,110,243
Total Expenses per Audited Statements$58,110,243
Expenses Not Reported on Financial Statements$167,970
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 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
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
2020-07-14
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
0
Volunteers
0

Preparer

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

Additional Explanations

Pt VI, Line 3

“The fund is contracted with 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.”

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 491 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/PersonNm4Bill Tillman
IRS990/Form990PartVIISectionAGrp/PersonNm5Mitchell Rowley
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
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IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$140,441,485
Liabilities
$1,025,711
Net assets
$139,415,774
Revenue
$59,891,705
Expenses
$58,278,213
Net income
$1,613,492
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

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