Civic Intelligence

Gig Harbor Firefighters Union Health & Welfare Trust

990 • Fiscal year 2019 • EIN 46-6220670

Nov 01, 2018 to Oct 31, 2019 • Filed on May 21, 2020

Organization ProfileGIGHARBORUNIONTRUST.WEEBLY.COM

View Organization Page

PO Box 518Gig Harbor, WA 98335

(253) 307-8341

Siviq Scores

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

Liabilities / Assets

51st percentile

0.02x

Higher debt load relative to assets than 51% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

54th percentile

0.04x

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

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Net Margin

87th percentile

44%

Higher net margin than 87% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

65th percentile

$22,300

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Asset Growth

87th percentile

27%

Faster asset growth than 87% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

81st percentile

18%

Faster revenue growth than 81% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$7,021,853

Up $1,507,371 (+27%) from 2018

Net Assets

Up

$6,876,098

Up $1,624,251 (+31%) from 2018

Liabilities

Down

$145,755

Down $116,880 (-45%) from 2018

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin87th percentile

Revenue

Up

$3,514,872

Up $527,616 (+18%) from 2018

Expenses

Down

$1,965,293

Down $169,187 (-7.9%) from 2018

Net Income

Up

$1,549,579

Up $696,803 (+82%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$15M$10M$5.0M$0Assets 2014: $599,394Liabilities 2014: $0Net Assets 2014: $599,3942014Assets 2015: $3,156,295Liabilities 2015: $195,884Net Assets 2015: $2,960,4112015Assets 2016: $4,014,621Liabilities 2016: $244,207Net Assets 2016: $3,770,4142016Assets 2017: $4,790,369Liabilities 2017: $391,298Net Assets 2017: $4,399,0712017Assets 2018: $5,514,482Liabilities 2018: $262,635Net Assets 2018: $5,251,8472018Assets 2019: $7,021,853Liabilities 2019: $145,755Net Assets 2019: $6,876,0982019Assets 2020: $8,101,865Liabilities 2020: $95,892Net Assets 2020: $8,005,9732020Assets 2021: $8,971,672Liabilities 2021: $112,669Net Assets 2021: $8,859,0032021Assets 2022: $8,874,069Liabilities 2022: $362,987Net Assets 2022: $8,511,0822022Assets 2023: $9,881,243Liabilities 2023: $246,652Net Assets 2023: $9,634,5912023Assets 2024: $11,536,967Liabilities 2024: $608,958Net Assets 2024: $10,928,0092024

Highlighted filing

2019

Assets$7,021,853
Liabilities$145,755
Net Assets$6,876,098
Open 2019 Filing

Operations Trend

Revenue Growth81st percentile

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

$6.0M$4.0M$2.0M$0Revenue 2014: $1,982,199Expenses 2014: $1,635,890Net Income 2014: $346,3092014Revenue 2015: $2,406,067Expenses 2015: $2,137,168Net Income 2015: $268,8992015Revenue 2016: $2,834,402Expenses 2016: $2,024,399Net Income 2016: $810,0032016Revenue 2017: $2,815,321Expenses 2017: $2,263,843Net Income 2017: $551,4782017Revenue 2018: $2,987,256Expenses 2018: $2,134,480Net Income 2018: $852,7762018Revenue 2019: $3,514,872Expenses 2019: $1,965,293Net Income 2019: $1,549,5792019Revenue 2020: $3,347,810Expenses 2020: $2,239,242Net Income 2020: $1,108,5682020Revenue 2021: $3,802,450Expenses 2021: $2,914,249Net Income 2021: $888,2012021Revenue 2022: $4,314,596Expenses 2022: $4,128,635Net Income 2022: $185,9612022Revenue 2023: $4,851,773Expenses 2023: $3,766,511Net Income 2023: $1,085,2622023Revenue 2024: $4,818,753Expenses 2024: $3,921,512Net Income 2024: $897,2412024

Highlighted filing

2019

Revenue$3,514,872
Expenses$1,965,293
Net Income$1,549,579
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2018 to Oct 31, 2019
Signed
May 21, 2020
Return Version
2018v3.3
Gross Receipts
$3,514,872
Mission and Program Overview

Mission

To provide health and welfare benefits to qualified participants including active and retired employees of gig harbor fire and medic one and their dependents. Plan assets are held in a trust. The plan is subject to the provisions of the employee retirement income security act of 1974 (erisa), as amended.

To provide health and welfare benefits to qualified participants including active and retired employees of gig harbor fire and medic one and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$5,251,847$6,876,098▲ $1,624,251
Investments in Publicly Traded Securities$2,992,181$4,639,587▲ $1,647,406
Cash and Non-Interest-Bearing Accounts$2,453,751$2,321,005▼ $132,746
Accounts Receivable$66,849$61,261▼ $5,588
Prepaid Expenses and Deferred Charges$1,701$0▼ $1,701
Savings and Temporary Cash Investments$0$0→ $0
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
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$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$5,514,482$7,021,853▲ $1,507,371
Other Assets Total$0$0→ $0
Liabilities
Deferred Revenue$177,030$0▼ $177,030
Accounts Payable and Accrued Expenses$85,605$145,755▲ $60,150
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$262,635$145,755▼ $116,880
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,251,847$6,876,098▲ $1,624,251
Total Liabilities and Net Assets / Fund Balance$5,514,482$7,021,853▲ $1,507,371
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Joel SchwarzGeneral Manager/consultantPT$22,300$22,300

Board Members and Trustees

NameTitle
michael dumaschairman
calvin johnstontrustee
nick martintrustee
ronald wasmundtrustee
john dowertreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,429,368
Investment Income
$85,504
Other Revenue
$0
Change in Net Assets
$1,549,579

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,513,275
Revenue Not Reported on Financial Statements
$1,597
Revenue Not Reported on Form 990
$74,672
Total Revenue per Audited Statements
$3,587,947
Total Revenue per Form 990
$3,514,872
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$241,619
Salaries, Compensation, and Employee Benefits$20,847
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$1,702,827
Fees for Services Other---$82,027
Fees for Services Accounting---$40,672
Fees for Services Management---$24,967
Current Officers, Directors, Trustees, and Key Employees---$20,847
Conferences and Meetings---$11,998
All Other Expenses---$10,092
Insurance---$7,453
Travel---$6,080
Other Expenses---$4,411
Occupancy---$2,400
Fees for Service Investment Mgmnt Fees---$1,597
Office Expenses---$1,360
Fees for Services Legal---$1,353
Total Functional Expenses$0$0$0$1,965,293

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,965,293
Expenses per Audited Statements$1,963,696
Total Expenses per Audited Statements$1,963,696
Expenses Not Reported on Financial Statements$1,597
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Trust manager contracted to administer trust activities as directed by trustees.”

Form 990, Part VI, Section A, Line 7A

“Of the 5 trustees positions, 3 are appointed by the current union elected president when the positions become vacant, and the 2 remaining positions are democratically elected by the union membership when vacant.”

Form 990, Part VI, Section B, Line 11B

“Trust manager reviews form 990 along with the secretary treasurer trustee prior to review of all trustees at a trustee meeting.”

Form 990, Part VI, Section B, Line 12C

“At each trustee meeting, trustees are given the opportunity to relay any potential conflicts and the body determines any restrictions if needed.”

Form 990, Part VI, Section C, Line 19

“Trust agreements and policies posted 24/7 on trust website”

Filing and Contact Details

Filer

Filer Name
Gig Harbor Firefighters Union
EIN
46-6220670
In Care Of
% LUCENT HEALTH
Phone
2533078341
Address
PO BOX 518, GIG HARBOR, WA 98335

Signing Officer

Name
Michael Dumas
Title
Chairman
Phone
2533078341
Signed
2020-05-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Dumas
Formed
2012
Legal Domicile
Wa
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Bkd Llp
Address
111 South Tejon Suite 800, Colorado Springs, CO 80903-9848
Preparer
Adam R Smith CPA
Phone
7194714290
Supplemental Narrative

Financial Statement Notes

Schedule D, Part X, Line 2

“Uncertain Tax Positions: management has evaluated their income tax positions under guidance included in asc 740. based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements.”

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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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IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part X, Line 2
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IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01963696
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUST MANAGER CONTRACTED TO ADMINISTER TRUST ACTIVITIES AS DIRECTED BY TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OF THE 5 TRUSTEES POSITIONS, 3 ARE APPOINTED BY THE CURRENT UNION ELECTED PRESIDENT WHEN THE POSITIONS BECOME VACANT, AND THE 2 REMAINING POSITIONS ARE DEMOCRATICALLY ELECTED BY THE UNION MEMBERSHIP WHEN VACANT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRUST MANAGER REVIEWS FORM 990 ALONG WITH THE SECRETARY TREASURER TRUSTEE PRIOR TO REVIEW OF ALL TRUSTEES AT A TRUSTEE MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AT EACH TRUSTEE MEETING, TRUSTEES ARE GIVEN THE OPPORTUNITY TO RELAY ANY POTENTIAL CONFLICTS AND THE BODY DETERMINES ANY RESTRICTIONS IF NEEDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRUST AGREEMENTS AND POLICIES POSTED 24/7 ON TRUST WEBSITE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TotalLiabilitiesGrp/EOYAmt0145755
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06876098
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IRS990/TotalReportableCompFromOrgAmt022300
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IRS990/WebsiteAddressTxt0GIGHARBORUNIONTRUST.WEEBLY.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL DUMAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02533078341
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GIG HARBOR FIREFIGHTERS UNION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH & WELFARE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0GIGH
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ReturnHeader/Filer/InCareOfNm0% LUCENT HEALTH
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.126.162
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BKD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 South Tejon Suite 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Colorado Springs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0809039848
ReturnHeader/PreparerPersonGrp/PhoneNum07194714290
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Adam R Smith CPA
ReturnHeader/ReturnTs02020-05-21T15:01:33-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-11-01
ReturnHeader/TaxPeriodEndDt02019-10-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$7,021,853
Liabilities
$145,755
Net assets
$6,876,098
Revenue
$3,514,872
Expenses
$1,965,293
Net income
$1,549,579
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.5$0.61$10.9$4.82$3.92$0.90
2023Detailed filing. Detailed filing data is available for this year.$9.88$0.25$9.63$4.85$3.77$1.09
2022Detailed filing. Detailed filing data is available for this year.$8.87$0.36$8.51$4.31$4.13$0.19
2021Detailed filing. Detailed filing data is available for this year.$8.97$0.11$8.86$3.80$2.91$0.89
2020Detailed filing. Detailed filing data is available for this year.$8.10$0.10$8.01$3.35$2.24$1.11
2019Detailed filing. Detailed filing data is available for this year.$7.02$0.15$6.88$3.51$1.97$1.55
2018Detailed filing. Detailed filing data is available for this year.$5.51$0.26$5.25$2.99$2.13$0.85
2017Detailed filing. Detailed filing data is available for this year.$4.79$0.39$4.40$2.82$2.26$0.55
2016Summary only. Only limited summary data is available for this year.$4.01$0.24$3.77$2.83$2.02$0.81
2015Summary only. Only limited summary data is available for this year.$3.16$0.20$2.96$2.41$2.14$0.27
2014Summary only. Only limited summary data is available for this year.$0.60$0.00$0.60$1.98$1.64$0.35