Civic Intelligence

United Employers Association Group Health Trust

EIN 47-4239096 • 501(c)9 • Portland, OR

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Profile

To provide medical, dental, and prescription benefits.

906 NE 19th AvenuePortland, OR 97232

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

91st percentile

0.39x

Higher debt load relative to assets than 91% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

88th percentile

0.07x

Higher debt load relative to revenue than 88% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2024

Net Margin

59th percentile

-0.8%

Higher net margin than 59% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2024

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

501(c)9 • <$500k nonprofits • Source year 2024

Asset Growth

72nd percentile

-2.4%

Faster asset growth than 72% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

19%

Faster revenue growth than 84% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$33,644

Down $843 (-2.4%) from 2023

Liabilities

Up

$13,272

Up $565 (+4.4%) from 2023

Net Assets

Down

$20,372

Down $1,408 (-6.5%) from 2023

Operations
Liabilities / Revenue88th percentileNet Margin59th percentile

Revenue

Up

$177,567

Up $27,976 (+19%) from 2023

Expenses

Up

$178,975

Up $26,109 (+17%) from 2023

Net Income

Up

-$1,408

Up $1,867 (+57%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2017: $11,197Liabilities 2017: $13,4112017Assets 2018: $24,816Liabilities 2018: $19,026Net Assets 2018: $5,7902018Assets 2019: $27,118Liabilities 2019: $13,009Net Assets 2019: $14,1092019Assets 2020: $31,387Liabilities 2020: $10,137Net Assets 2020: $21,2502020Assets 2021: $38,227Liabilities 2021: $10,450Net Assets 2021: $27,7772021Assets 2022: $35,721Liabilities 2022: $10,666Net Assets 2022: $25,0552022Assets 2023: $34,487Liabilities 2023: $12,707Net Assets 2023: $21,7802023Assets 2024: $33,644Liabilities 2024: $13,272Net Assets 2024: $20,3722024

Highlighted filing

2024

Assets$33,644
Liabilities$13,272
Net Assets$20,372
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2017: $52,922Expenses 2017: $62,415Net Income 2017: -$9,4932017Revenue 2018: $184,351Expenses 2018: $176,347Net Income 2018: $8,0042018Revenue 2019: $158,524Expenses 2019: $150,205Net Income 2019: $8,3192019Revenue 2020: $123,058Expenses 2020: $115,917Net Income 2020: $7,1412020Revenue 2021: $146,666Expenses 2021: $140,139Net Income 2021: $6,5272021Revenue 2022: $139,646Expenses 2022: $142,368Net Income 2022: -$2,7222022Revenue 2023: $149,591Expenses 2023: $152,866Net Income 2023: -$3,2752023Revenue 2024: $177,567Expenses 2024: $178,975Net Income 2024: -$1,4082024

Highlighted filing

2024

Revenue$177,567
Expenses$178,975
Net Income-$1,408
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$33,644
Liabilities
$13,272
Net assets
$20,372
Revenue
$177,567
Expenses
$178,975
Net income
-$1,408
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.13$0.20$1.78$1.79$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.13$0.22$1.50$1.53$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.36$0.11$0.25$1.40$1.42$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.38$0.10$0.28$1.47$1.40$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.10$0.21$1.23$1.16$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.27$0.13$0.14$1.59$1.50$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.25$0.19$0.06$1.84$1.76$0.08
2017Summary only. Only limited summary data is available for this year.$0.11$0.13$0.53$0.62$0.09
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 3, 2023
Return Version
2022v5.0
Gross Receipts
$139,646
Mission and Program Overview

Mission

To provide medical, dental and prescription benefits.

To provide medical, dental, and prescription benefits.

Program Services

DescriptionGrantsExpenses
MEDICAL, DENTAL, AND PRESCRIPTION BENEFITS WERE PROVIDED TO MEMBERS.--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dan BlairTrustee-$0--
Kiersten KaneTrustee-$0--
Filing and Contact Details

Filer

Filer Name
United Employers Association Group
EIN
47-4239096
In Care Of
% REBECCA BOTHNE
Phone
5035952095
Address
906 NE 19TH AVENUE, PORTLAND, OR 97232

Signing Officer

Name
Dan Blair
Title
trustee
Phone
5035952095
Signed
2023-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Withumsmithbrownpc
Address
5000 EXECUTIVE PARKWAY SUITE 400, SAN RAMON, CA 94583
Preparer
James N Browning
Phone
9252779100
Supplemental Narrative

Additional Explanations

FORM 990-EZ, PART V, INFORMATION REGARDING PERSONAL BENEFIT CONTRACTS:

“The organization did not, during the year, receive any funds, directly, or indirectly, to pay premiums on a personal benefit contract. The organization, did not, during the year, pay any premiums, directly, or indirectly, on a personal benefit contract.”

Form 990EZ Part I Line 16

“Description:INSURANCE Amount:5040”

Form 990EZ Part II Line 24

“Description:ADMINISTRATIVE FEE RECEIVABLE BOY Amount:12350 EOY Amount:11271”

Form 990EZ Part II Line 24

“Description:PREPAID INSURANCE BOY Amount:2045 EOY Amount:1917”

Raw XML Appendix112 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0REBECCA BOTHNE
IRS990EZ/BooksInCareOfDetail/PhoneNum05035952095
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0906 NE 19NTH AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Portland
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097232
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023832
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022533
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt01
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2722
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0137328
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt038227
IRS990EZ/Form990TotalAssetsGrp/EOYAmt035721
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0139646
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027777
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025055
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027777
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025055
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Dan Blair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kiersten Kane
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt014395
IRS990EZ/OtherAssetsTotalDetail/EOYAmt013188
IRS990EZ/OtherExpensesTotalAmt05040
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE MEDICAL, DENTAL, AND PRESCRIPTION BENEFITS.
IRS990EZ/ProgramServiceRevenueAmt0139646
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MEDICAL, DENTAL, AND PRESCRIPTION BENEFITS WERE PROVIDED TO MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt010450
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt010666
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0142368
IRS990EZ/TotalRevenueAmt0139646
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY, OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY, OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description:INSURANCE Amount:5040
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description:ADMINISTRATIVE FEE RECEIVABLE BOY Amount:12350 EOY Amount:11271
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description:PREPAID INSURANCE BOY Amount:2045 EOY Amount:1917
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART V, INFORMATION REGARDING PERSONAL BENEFIT CONTRACTS:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990EZ PART II LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990EZ PART II LINE 24
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Dan Blair
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05035952095
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0United Employers Association Group
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH TRUST
ReturnHeader/Filer/BusinessNameControlTxt0UNIT
ReturnHeader/Filer/EIN0474239096
ReturnHeader/Filer/InCareOfNm0% REBECCA BOTHNE
ReturnHeader/Filer/PhoneNum05035952095
ReturnHeader/Filer/USAddress/AddressLine1Txt0906 NE 19TH AVENUE
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097232
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WITHUMSMITHBROWNPC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05000 EXECUTIVE PARKWAY SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAMON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094583
ReturnHeader/PreparerPersonGrp/PhoneNum09252779100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES N BROWNING
ReturnHeader/ReturnTs02023-11-07T08:24:33-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Dan
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Blair
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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