Civic Intelligence

Usw Hra Fund

990 • Fiscal year 2012 • EIN 62-1548543

Jan 01, 2012 to Dec 31, 2012 • Filed on Jul 16, 2013

Organization ProfileWWW.USWBENEFITFUNDS.COM

View Organization Page

3320 Perimeter Hill Drive37211
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.01x

Higher debt load relative to assets than 43% of similar nonprofits.

2012 filings • 501(c)9 • $25M-$50M 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

59th percentile

8.3%

Faster asset growth than 59% of similar nonprofits.

2012 filings • 501(c)9 • $25M-$50M 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 / Assets43rd percentile

Assets

Up

$34,168,162

Up $2,613,592 (+8.3%) from 2011

Net Assets

Up

$33,695,825

Up $2,508,872 (+8.0%) from 2011

Liabilities

Up

$472,337

Up $104,720 (+28%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$2,239,769

Down $154,291 (-6.4%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$60M$40M$20M$0Assets 2010: $29,539,211Liabilities 2010: $348,729Net Assets 2010: $29,190,4822010Assets 2011: $31,554,570Liabilities 2011: $367,617Net Assets 2011: $31,186,9532011Assets 2012: $34,168,162Liabilities 2012: $472,337Net Assets 2012: $33,695,8252012Assets 2013: $37,247,754Liabilities 2013: $491,370Net Assets 2013: $36,756,3842013Assets 2014: $39,745,855Liabilities 2014: $550,487Net Assets 2014: $39,195,3682014Assets 2015: $39,981,067Liabilities 2015: $510,397Net Assets 2015: $39,470,6702015Assets 2016: $43,190,434Liabilities 2016: $491,520Net Assets 2016: $42,698,9142016Assets 2017: $45,970,432Liabilities 2017: $603,807Net Assets 2017: $45,366,6252017Assets 2018: $45,039,128Liabilities 2018: $598,235Net Assets 2018: $44,440,8932018Assets 2019: $49,721,519Liabilities 2019: $570,818Net Assets 2019: $49,150,7012019Assets 2020: $52,442,524Liabilities 2020: $809,317Net Assets 2020: $51,633,2072020Assets 2021: $54,078,197Liabilities 2021: $800,109Net Assets 2021: $53,278,0882021Assets 2022: $45,647,045Liabilities 2022: $551,543Net Assets 2022: $45,095,5022022Assets 2023: $48,607,970Liabilities 2023: $916,726Net Assets 2023: $47,691,2442023Assets 2024: $51,394,238Liabilities 2024: $903,484Net Assets 2024: $50,490,7542024

Highlighted filing

2012

Assets$34,168,162
Liabilities$472,337
Net Assets$33,695,825
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0Expenses 2010: $2,325,5952010Expenses 2011: $2,394,0602011Expenses 2012: $2,239,7692012Revenue 2013: $3,733,516Expenses 2013: $2,658,527Net Income 2013: $1,074,9892013Revenue 2014: $3,927,340Expenses 2014: $2,757,210Net Income 2014: $1,170,1302014Revenue 2015: $3,936,466Expenses 2015: $2,615,081Net Income 2015: $1,321,3852015Revenue 2016: $4,232,127Expenses 2016: $2,889,746Net Income 2016: $1,342,3812016Revenue 2017: $4,326,510Expenses 2017: $3,254,812Net Income 2017: $1,071,6982017Revenue 2018: $4,303,375Expenses 2018: $3,411,067Net Income 2018: $892,3082018Revenue 2019: $4,308,103Expenses 2019: $3,552,192Net Income 2019: $755,9112019Revenue 2020: $4,934,539Expenses 2020: $3,772,881Net Income 2020: $1,161,6582020Revenue 2021: $4,491,107Expenses 2021: $3,958,064Net Income 2021: $533,0432021Revenue 2022: $4,379,094Expenses 2022: $3,706,229Net Income 2022: $672,8652022Revenue 2023: $4,623,822Expenses 2023: $4,408,522Net Income 2023: $215,3002023Revenue 2024: $5,165,000Expenses 2024: $4,045,055Net Income 2024: $1,119,9452024

Highlighted filing

2012

Revenue-
Expenses$2,239,769
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Jul 16, 2013
Return Version
2012v2.0
Gross Receipts
$32,894,361
Mission and Program Overview

Mission

Health care program: benefit payments made through a health reimbursement arrangement that reimburses approximately 1,704 participants, retirees or their dependents for eligible medical expenses that are tax deductible under internal revenue code section 213.

Major Activities

Activity 2
Investment income (including dividends, interest and other similar amounts): interest income and dividend income on investments of participating employer contributions held in trust to reimburse participants for eligible medical expenses under internal revenue code section 213.
Activity 3
Gross amount from sales of assets other than inventory: realized losses on sales of investments of participating employer contributions held in trust to reimburse participants for eligible medical expenses under internal revenue code section 213.
Filing and Contact Details

Filer

EIN
62-1548543
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IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0The Fund obtained a favorable determination letter on August 17, 1994, in which the Internal Revenue Service stated that the Fund is tax exempt under Section 501(a) of the Code as an organization described in 501(c)(9) of the Code. The Fund is required to operate in conformity with the Code to maintain its qualification. The Fund has been amended since receiving the determination letter. However, the Trustees believe that the Fund is designed and is currently being operated in compliance with the applicable provisions of the Code. Accounting principles generally accepted in the United States of America require the Fund to evaluate tax positions taken by the Fund and recognize a tax liability (or asset) if it has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. The Fund has analyzed its tax positions and concluded that as of December 31, 2012, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The Fund is subject to routine audits by various taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The Fund believes it is no longer subject to income tax examinations for years prior to 2009. There are no tax penalties or interest in the accompanying financial statements.
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IRS990ScheduleO/GeneralExplanation/Explanation0THE OFFICERS OF THE FUND ARE EMPLOYED BY AN ORGANIZATION IN WHICH THE TRUSTEES OF THE USW HRA FUND ARE ALSO TRUSTEES.
IRS990ScheduleO/GeneralExplanation/Explanation1THE FUND HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES.
IRS990ScheduleO/GeneralExplanation/Explanation2THE 990 IS PREPARED BY THE FUND'S ADMINISTRATORS, AND IT IS PRESENTED TO THE TRUSTEES FOR THEIR APPROVAL PRIOR TO FILING THE FORM WITH THE IRS.
IRS990ScheduleO/GeneralExplanation/Explanation3ALL TRUSTEES, KEY EMPLOYEES AND OFFICERS, IF APPLICABLE, ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE. COMPLETE QUESTIONNAIRES ARE SUBMITTED TO THE BOARD OF TRUSTEES FOR REVIEW.
IRS990ScheduleO/GeneralExplanation/Explanation4THE FUND IS ADMINISTERED IN COMPLIANCE WITH ERISA'S CONFLICT OF INTEREST PROVISIONS, WHICH CAN BE FOUND IN SECTIONS 404 AND 406 OF ERISA. GOVERNING DOCUMENTS AND FINANCIAL INFORMATION CAN BE FOUND ON THE FUND'S WEBSITE, WWW.USWBENEFITFUNDS.COM. COPIES OF THE FUND'S CONFLICT OF INTEREST AND WHISTLEBLOWER POLICIES ARE AVAILABLE UPON REQUEST.
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IRS990ScheduleO/GeneralExplanation/ReturnReference1Form 990, Part VI, Section A, Line 8b
IRS990ScheduleO/GeneralExplanation/ReturnReference2Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/GeneralExplanation/ReturnReference3Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/GeneralExplanation/ReturnReference4Form 990, Part VI, Section C, Line 19
IRS990/ScheduleORequired01
IRS990ScheduleR/DividendsRelatedOrganization00
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine103320 PERIMETER HILL DRIVE
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine113340 PERIMETER HILL DRIVE
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0NASHVILLE
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City1NASHVILLE
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0TN
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State1TN
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode037211
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode137211
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg00
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg10
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA0N/A
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA1N/A
IRS990ScheduleR/Form990ScheduleRPartII/EIN0621132799
IRS990ScheduleR/Form990ScheduleRPartII/EIN1830400973
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0414(J)/501(A)
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection1501(C)(3)
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0TN
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState1PA
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10PACE INDUSTRY UNION-MANAGEMENT PENSION FUND
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine11STEELWORKERS CHARITABLE AND EDUCATIONAL ORGANIZATION
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0TAFT-HARTLEY TRUST FUND
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities1ADMINISTERS GRANTS TO EDUCATE AND TRAIN WORKERS ON HEALTH, SAFETY AND ENVIRONMENTAL ISSUES
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus0I
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine10601 W Riverside Ave
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine20Ste 1100
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IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State0WA
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/ZIPCode099201
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IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState0DE
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine10Clearwater Paper Corporation
IRS990ScheduleR/Form990ScheduleRPartIV/PrimaryActivity0Tissue Manufacturing
IRS990ScheduleR/Form990ScheduleRPartIV/TypeOfEntity0C
IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg00
IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg00
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IRS990ScheduleR/PerformOfServicesByOtherOrgs00
IRS990ScheduleR/PerformOfServicesForOtherOrgs00
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IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties00
IRS990ScheduleR/ReimbursementPaidByOtherOrg00
IRS990ScheduleR/ReimbursementPaidToOtherOrg01
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IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs00
IRS990ScheduleR/SaleOfAssetsToOtherOrg00
IRS990ScheduleR/SharingOfFacilities00
IRS990ScheduleR/SharingOfPaidEmployees00
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved0191858
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved13063287
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved24650
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved351300
IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination0COST SHARING AGREEMENT
IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination1HOURS WORKED BY EMPLOYEES THAT ARE COVERED UNDER THE PLAN AS SPECIFIED IN THE COLLECTIVE BARGAINING AGREEMENT AND STANDARD FORM OF AGREEMENT.
IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination2HOURS WORKED BY EMPLOYEES THAT ARE COVERED UNDER THE PLAN AS SPECIFIED IN THE COLLECTIVE BARGAINING AGREEMENT AND STANDARD FORM OF AGREEMENT.
IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination3HOURS WORKED BY EMPLOYEES THAT ARE COVERED UNDER THE PLAN AS SPECIFIED IN THE COLLECTIVE BARGAINING AGREEMENT AND STANDARD FORM OF AGREEMENT.
IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine10PACE INDUSTRY UNION-MANAGEMENT PENSION FUND
IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine11Clearwater Paper Corporation
IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine12PACE INDUSTRY UNION-MANAGEMENT PENSION FUND
IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine13STEELWORKERS CHARITABLE AND EDUCATIONAL ORGANIZATION
IRS990ScheduleR/TransactionsRelatedOrgsTable/TransactionType0p
IRS990ScheduleR/TransactionsRelatedOrgsTable/TransactionType1s
IRS990ScheduleR/TransactionsRelatedOrgsTable/TransactionType2s
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IRS990/StateLegalDomicile0TN

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
$34,168,162
Liabilities
$472,337
Net assets
$33,695,825
Revenue
-
Expenses
$2,239,769
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$51.4$0.90$50.5$5.17$4.05$1.12
2023Detailed filing. Detailed filing data is available for this year.$48.6$0.92$47.7$4.62$4.41$0.22
2022Detailed filing. Detailed filing data is available for this year.$45.6$0.55$45.1$4.38$3.71$0.67
2021Detailed filing. Detailed filing data is available for this year.$54.1$0.80$53.3$4.49$3.96$0.53
2020Detailed filing. Detailed filing data is available for this year.$52.4$0.81$51.6$4.93$3.77$1.16
2019Detailed filing. Detailed filing data is available for this year.$49.7$0.57$49.2$4.31$3.55$0.76
2018Detailed filing. Detailed filing data is available for this year.$45.0$0.60$44.4$4.30$3.41$0.89
2017Detailed filing. Detailed filing data is available for this year.$46.0$0.60$45.4$4.33$3.25$1.07
2016Detailed filing. Detailed filing data is available for this year.$43.2$0.49$42.7$4.23$2.89$1.34
2015Detailed filing. Detailed filing data is available for this year.$40.0$0.51$39.5$3.94$2.62$1.32
2014Detailed filing. Detailed filing data is available for this year.$39.7$0.55$39.2$3.93$2.76$1.17
2013Detailed filing. Detailed filing data is available for this year.$37.2$0.49$36.8$3.73$2.66$1.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.2$0.47$33.7$2.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.6$0.37$31.2$2.39
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.5$0.35$29.2$2.33