Civic Intelligence

Regional District Council Welfare Plan and Trust

990 • Fiscal year 2012 • EIN 56-2546659

Jul 01, 2011 to Jun 30, 2012 • Filed on May 10, 2013

Organization ProfileN/A

View Organization Page

3140 NE Broadway Street97232
Siviq Scores

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

Liabilities / Assets

41st percentile

0.01x

Higher debt load relative to assets than 41% of similar nonprofits.

2012 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

42nd percentile

1.8%

Faster asset growth than 42% of similar nonprofits.

2012 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$6,485,461

Up $116,367 (+1.8%) from 2011

Net Assets

Up

$6,409,308

Up $239,532 (+3.9%) from 2011

Liabilities

Down

$76,153

Down $123,165 (-62%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$1,260,775

Up $194,582 (+18%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$30M$20M$10M$0Assets 2010: $5,749,866Liabilities 2010: $232,481Net Assets 2010: $5,517,3852010Assets 2011: $6,369,094Liabilities 2011: $199,318Net Assets 2011: $6,169,7762011Assets 2012: $6,485,461Liabilities 2012: $76,153Net Assets 2012: $6,409,3082012Assets 2013: $6,566,321Liabilities 2013: $94,135Net Assets 2013: $6,472,1862013Assets 2014: $8,087,378Liabilities 2014: $278,708Net Assets 2014: $7,808,6702014Assets 2015: $8,698,817Liabilities 2015: $156,823Net Assets 2015: $8,541,9942015Assets 2016: $8,365,209Liabilities 2016: $118,262Net Assets 2016: $8,246,9472016Assets 2017: $9,035,570Liabilities 2017: $77,822Net Assets 2017: $8,957,7482017Assets 2018: $9,168,380Liabilities 2018: $54,157Net Assets 2018: $9,114,2232018Assets 2019: $12,547,528Liabilities 2019: $77,451Net Assets 2019: $12,470,0772019Assets 2020: $14,699,391Liabilities 2020: $72,052Net Assets 2020: $14,627,3392020Assets 2021: $17,899,660Liabilities 2021: $74,615Net Assets 2021: $17,825,0452021Assets 2022: $17,232,943Liabilities 2022: $68,248Net Assets 2022: $17,164,6952022Assets 2023: $21,420,597Liabilities 2023: $75,835Net Assets 2023: $21,344,7622023Assets 2024: $25,389,104Liabilities 2024: $78,343Net Assets 2024: $25,310,7612024

Highlighted filing

2012

Assets$6,485,461
Liabilities$76,153
Net Assets$6,409,308
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,061,7982010Revenue 2011: $1,450,378Expenses 2011: $1,066,193Net Income 2011: $384,1852011Expenses 2012: $1,260,7752012Expenses 2013: $1,619,4082013Revenue 2014: $2,378,760Expenses 2014: $1,651,718Net Income 2014: $727,0422014Revenue 2015: $3,404,721Expenses 2015: $2,653,002Net Income 2015: $751,7192015Revenue 2016: $3,812,751Expenses 2016: $3,946,794Net Income 2016: -$134,0432016Revenue 2017: $4,295,166Expenses 2017: $3,810,353Net Income 2017: $484,8132017Revenue 2018: $5,364,451Expenses 2018: $4,718,310Net Income 2018: $646,1412018Revenue 2019: $6,899,797Expenses 2019: $3,887,123Net Income 2019: $3,012,6742019Revenue 2020: $6,605,352Expenses 2020: $4,781,794Net Income 2020: $1,823,5582020Revenue 2021: $5,688,957Expenses 2021: $3,498,177Net Income 2021: $2,190,7802021Revenue 2022: $4,837,638Expenses 2022: $3,279,256Net Income 2022: $1,558,3822022Revenue 2023: $6,115,171Expenses 2023: $3,144,706Net Income 2023: $2,970,4652023Revenue 2024: $6,626,370Expenses 2024: $4,132,039Net Income 2024: $2,494,3312024

Highlighted filing

2012

Revenue-
Expenses$1,260,775
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
May 10, 2013
Return Version
2011v1.5
Gross Receipts
$9,757,725
Mission and Program Overview

Mission

The organization is the trust for a welfare benefit plan that provides health and welfare benefits to eligible members of the regional district council of the international association of bridge, structural, ornamental and reinforcing iron workers under a collective bargaining agreement.

Filing and Contact Details

Filer

EIN
56-2546659
Raw XML AppendixShowing 400 of 662 raw XML fields

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IRS990/MissionDescription0THE ORGANIZATION IS THE TRUST FOR A WELFARE BENEFIT PLAN THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS OF THE REGIONAL DISTRICT COUNCIL OF THE INTERNATIONAL ASSOCIATION OF BRIDGE, STRUCTURAL, ORNAMENTAL AND REINFORCING IRON WORKERS.
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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the organization and accrue a tax liability if the organization has taken an uncertain position that more likely than not would not be substantiated upon examination by the Internal Revenue Service. Management has evaluated the tax positions taken by the Plan and concluded that as of June 30, 2012, there are no uncertain positions taken or expected to be taken that would require accrual of a liability in the financial statements. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Management believes that the Plan is no longer subject to tax examinations for years prior to the year ended June 30, 2009.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0FIN 48 FOOTNOTE
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0SCHEDULE D, PART X
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IRS990ScheduleO/GeneralExplanation/Explanation0UNION TRUSTEES ARE DESIGNATED BY THE INTERNATIONAL ASSOCIATION OF BRIDGE, STRUCTURAL, ORNAMENTAL AND REINFORCING IRONWORKERS PRESIDENT. EMPLOYER TRUSTEES ARE DESIGNATED BY THE EMPLOYERS WHO ARE A PARTY TO THE COLLECTIVE BARGAINING AGREEMENT WITH THE UNION.
IRS990ScheduleO/GeneralExplanation/Explanation1NO OTHER COMMITTEES EXIST EXCEPT FOR THE BOARD OF TRUSTEES.
IRS990ScheduleO/GeneralExplanation/Explanation2ALL TRUSTEES ARE PROVIDED WITH A COPY OF THE DRAFT FORM 990 FOR THEIR COMMENT PRIOR TO FILING. IF ANY REVISIONS ARE PROPOSED BY THE TRUSTEES, THEN A NEW DRAFT 990 IS PROVIDED PRIOR TO THE RETURN TAX FILING.
IRS990ScheduleO/GeneralExplanation/Explanation3THE WELFARE PLAN AND TRUST DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST AND FINANCIAL STATEMENTS AVAIABLE TO THE PUBLIC.
IRS990ScheduleO/GeneralExplanation/Explanation4CONTRIBUTIONS RECEIVABLE OUTSTANDING AT THE PLAN'S YEAR-END FROM CONTRIBUTING EMPLOYERS REPRESENT AMOUNTS DUE FOR THE LAST MONTH OF THE FISCAL YEAR. THESE CONTRIBUTIONS ARE REQUIREMENTS, AS STIPULATED UNDER TERMS OF WRITTEN AGREEMENTS AND APPROVED BY THE GOVERNING BOARD, WITH THE EMPLOYERS THAT MUST BE REMITTED TO THE PLAN ON A TIMELY BASIS. THESE AMOUNTS CONSTITUE RECEIVABLES THAT WERE CREATED IN THE ORDINARY COURSE OF THE PLAN'S BUSINESS.
IRS990ScheduleO/GeneralExplanation/Explanation5($510,431) NET UNREALIZED LOSSES FROM INVESTMENTS
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IRS990ScheduleO/GeneralExplanation/Explanation7NAME:DANIEL S PARKER TITLE:UNION TRUSTEE/CO-CHAIR HOURS:5
IRS990ScheduleO/GeneralExplanation/Explanation8NAME:DONALD ZAMPA TITLE:UNION TRUSTEE HOURS:6
IRS990ScheduleO/GeneralExplanation/Explanation9NAME:JEFFREY H GREEN TITLE:EMPLOYER TRUSTEE/CO-CHAIR HOURS:3
IRS990ScheduleO/GeneralExplanation/Explanation10NAME:CARY NEWTON TITLE:EMPLOYER TRUSTEE HOURS:4
IRS990ScheduleO/GeneralExplanation/Explanation11NAME:RICHARD WHALEY TITLE:EMPLOYER TRUSTEE HOURS:4
IRS990ScheduleO/GeneralExplanation/Explanation12NAME:LUIS QUINTANA TITLE:UNION TRUSTEE HOURS:5
IRS990ScheduleO/GeneralExplanation/Explanation13NAME:ROGER STRUBLE TITLE:EMPLOYER TRUSTEE HOURS:4
IRS990ScheduleO/GeneralExplanation/Identifier0ELECTION OF TRUSTEES
IRS990ScheduleO/GeneralExplanation/Identifier1OTHER COMMITTEES
IRS990ScheduleO/GeneralExplanation/Identifier2REVIEW OF FORM 990
IRS990ScheduleO/GeneralExplanation/Identifier3GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABILITY TO PUBLIC
IRS990ScheduleO/GeneralExplanation/Identifier4CONTRIBUTING EMPLOYER RECEIVABLES AT YEAR-END
IRS990ScheduleO/GeneralExplanation/Identifier5OTHER CHANGE IN NET ASSETS OR FUND BALANCE
IRS990ScheduleO/GeneralExplanation/Identifier6HOURS DEVOTED FOR RELATED ORGANIZATION
IRS990ScheduleO/GeneralExplanation/Identifier7HOURS DEVOTED FOR RELATED ORGANIZATION
IRS990ScheduleO/GeneralExplanation/Identifier8HOURS DEVOTED FOR RELATED ORGANIZATION
IRS990ScheduleO/GeneralExplanation/Identifier9HOURS DEVOTED FOR RELATED ORGANIZATION
IRS990ScheduleO/GeneralExplanation/Identifier10HOURS DEVOTED FOR RELATED ORGANIZATION
IRS990ScheduleO/GeneralExplanation/Identifier11HOURS DEVOTED FOR RELATED ORGANIZATION
IRS990ScheduleO/GeneralExplanation/Identifier12HOURS DEVOTED FOR RELATED ORGANIZATION
IRS990ScheduleO/GeneralExplanation/Identifier13HOURS DEVOTED FOR RELATED ORGANIZATION
IRS990ScheduleO/GeneralExplanation/ReturnReference0PART VI, SECTION A, LINE 7A
IRS990ScheduleO/GeneralExplanation/ReturnReference1PART VI, SECTION A, LINE 8B
IRS990ScheduleO/GeneralExplanation/ReturnReference2PART VI, SECTION B, LINE 11B
IRS990ScheduleO/GeneralExplanation/ReturnReference3PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference4PART X
IRS990ScheduleO/GeneralExplanation/ReturnReference5PART XI, LINE 5
IRS990ScheduleO/GeneralExplanation/ReturnReference6FORM 990 PART VII
IRS990ScheduleO/GeneralExplanation/ReturnReference7FORM 990 PART VII
IRS990ScheduleO/GeneralExplanation/ReturnReference8FORM 990 PART VII
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Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$6,485,461
Liabilities
$76,153
Net assets
$6,409,308
Revenue
-
Expenses
$1,260,775
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$25.4$0.08$25.3$6.63$4.13$2.49
2023Detailed filing. Detailed filing data is available for this year.$21.4$0.08$21.3$6.12$3.14$2.97
2022Detailed filing. Detailed filing data is available for this year.$17.2$0.07$17.2$4.84$3.28$1.56
2021Detailed filing. Detailed filing data is available for this year.$17.9$0.07$17.8$5.69$3.50$2.19
2020Detailed filing. Detailed filing data is available for this year.$14.7$0.07$14.6$6.61$4.78$1.82
2019Detailed filing. Detailed filing data is available for this year.$12.5$0.08$12.5$6.90$3.89$3.01
2018Detailed filing. Detailed filing data is available for this year.$9.17$0.05$9.11$5.36$4.72$0.65
2017Detailed filing. Detailed filing data is available for this year.$9.04$0.08$8.96$4.30$3.81$0.48
2016Detailed filing. Detailed filing data is available for this year.$8.37$0.12$8.25$3.81$3.95$0.13
2015Detailed filing. Detailed filing data is available for this year.$8.70$0.16$8.54$3.40$2.65$0.75
2014Detailed filing. Detailed filing data is available for this year.$8.09$0.28$7.81$2.38$1.65$0.73
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.57$0.09$6.47$1.62
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.49$0.08$6.41$1.26
2011Summary only. Only limited summary data is available for this year.$6.37$0.20$6.17$1.45$1.07$0.38
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.75$0.23$5.52$1.06