Civic Intelligence

Usw Hra Fund

990 • Fiscal year 2014 • EIN 62-1548543

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 05, 2015

Organization ProfileWWW.USWBENEFITFUNDS.COM

View Organization Page

3320 Perimeter Hill DriveNashville, TN 37211

(615) 333-6343

Siviq Scores

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

Liabilities / Assets

37th percentile

0.01x

Higher debt load relative to assets than 37% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

69th percentile

0.14x

Higher debt load relative to revenue than 69% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Net Margin

88th percentile

30%

Higher net margin than 88% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

82nd percentile

$183,698

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 4.7% of source-year revenue.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Asset Growth

56th percentile

6.7%

Faster asset growth than 56% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

49th percentile

5.2%

Faster revenue growth than 49% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$39,745,855

Up $2,498,101 (+6.7%) from 2013

Net Assets

Up

$39,195,368

Up $2,438,984 (+6.6%) from 2013

Liabilities

Up

$550,487

Up $59,117 (+12%) from 2013

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin88th percentile

Revenue

Up

$3,927,340

Up $193,824 (+5.2%) from 2013

Expenses

Up

$2,757,210

Up $98,683 (+3.7%) from 2013

Net Income

Up

$1,170,130

Up $95,141 (+8.9%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2014

Assets$39,745,855
Liabilities$550,487
Net Assets$39,195,368
Open 2014 Filing

Operations Trend

Revenue Growth49th percentile

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

2014

Revenue$3,927,340
Expenses$2,757,210
Net Income$1,170,130
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 5, 2015
Return Version
2014v5.0
Gross Receipts
$28,566,690
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.

HEALTH CARE PROGRAM: Benefit payments made through a health reimbursement arrangement that reimburses approximately 1,600 participants, retirees or their dependents for eligible medical expenses that are tax deductible under Internal Revenue Code section 213.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$36,756,384$39,195,368▲ $2,438,984
Investments in Publicly Traded Securities$34,664,404$38,638,201▲ $3,973,797
Receivable From Disqualified Prsn$600,567$558,356▼ $42,211
Savings and Temporary Cash Investments$1,672,718$363,621▼ $1,309,097
Cash and Non-Interest-Bearing Accounts$141,911$34,832▼ $107,079
Prepaid Expenses and Deferred Charges$13,787$504▼ $13,283
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$37,247,754$39,745,855▲ $2,498,101
Other Assets Total$154,367$150,341▼ $4,026
Liabilities
Accounts Payable and Accrued Expenses$491,370$550,487▲ $59,117
Other Liabilities$0$0→ $0
Total Liabilities$491,370$550,487▲ $59,117
Net Assets / Fund Balance
Total Net Assets Fund Balance$36,756,384$39,195,368▲ $2,438,984
Total Liabilities and Net Assets / Fund Balance$37,247,754$39,745,855▲ $2,498,101
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleOtherTotal
James KidderChairman$204$204

Board Members and Trustees

NameTitle
Maria WieckAdministrative Officer
Trevor EnglandFinancial Officer
Terrence SprouleSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,149,164
Investment Income
$778,176
Other Revenue
$0
Change in Net Assets
$1,170,130

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,927,340
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,268,854
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$5,196,194
Total Revenue per Form 990
$3,927,340
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$481,632
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---$2,275,578
Fees for Services Other---$294,547
Fees for Service Investment Mgmnt Fees---$110,261
Fees for Services Legal---$37,341
Fees for Services Accounting---$15,900
Insurance---$14,291
Office Expenses---$5,724
All Other Expenses---$3,112
Travel---$456
Total Functional Expenses$0$0$0$2,757,210

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,757,210
Total Expenses per Audited Statements$2,757,210
Total Expenses per Form 990$2,757,210
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
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
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons$600,567$558,356▼ $42,211
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“The officers of the fund are employed by an organization in which the trustees of the usw hra fund are also trustees.”

Form 990, Part VI, Section A, Line 8B

“The fund has no committees with authority to act on behalf of the board of trustees.”

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

“The 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.”

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

“All TRUSTEES, KEY EMPLOYEES AND OFFICERS, IF APPLICABLE, ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE. COMPLETED QUESTIONNAIRES ARE SUBMITTED TO THE BOARD OF TRUSTEES FOR REVIEW.”

Form 990, Part VI, Section C, Line 19

“The 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.”

Filing and Contact Details

Filer

Filer Name
Usw Hra Fund
EIN
62-1548543
Phone
6153336343
Address
3320 PERIMETER HILL DRIVE, NASHVILLE, TN 37211

Signing Officer

Name
Allison Dye
Title
CFO
Phone
6153336343
Signed
2015-08-05

Organization Details

Principal Officer
Trevor England
Formed
1994
Legal Domicile
Tn
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
0
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Type of expense: administrative services paid to pace industry union-management pension fund. Amount of expense: $294,547.”

Financial Statement Notes

Schedule D, Part X, Line 2

“The 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, 2014, 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 2011.”

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IRS990/ProgSrvcAccomActy2Grp/Desc0INVESTMENT 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.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt095248
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0829013
IRS990/ProgSrvcAccomActy3Grp/Desc0GROSS AMOUNT FROM SALES OF ASSETS OTHER THAN INVENTORY: REALIZED LOSS ON SALES OF INVESTMENTS OF PARTICIPATING EMPLOYER CONTRIBUTIONS HELD IN TRUST TO REIMBURSE PARTICIPANTS FOR ELIGIBLE MEDICAL EXPENSES UNDER INTERNAL REVENUE CODE SECTION 213.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0-50837
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt02220158
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0593349
IRS990/PYOtherExpensesAmt0438369
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt03140167
IRS990/PYRevenuesLessExpensesAmt01074989
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02658527
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03733516
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt0600567
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt0558356
IRS990/ReconcilationRevenueExpnssAmt01170130
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03149164
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt036756384
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt039195368
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01672718
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0363621
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt00
IRS990ScheduleD/DonatedServicesUseFcltsAmt00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02757210
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt00
IRS990ScheduleD/InvestmentExpensesNotIncldAmt00
IRS990ScheduleD/LossesReportedAmt00
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01268854
IRS990ScheduleD/OtherExpensesIncludedAmt00
IRS990ScheduleD/OtherExpensesNotIncludedAmt00
IRS990ScheduleD/OtherRevenueAmt00
IRS990ScheduleD/OtherRevenuesNotIncludedAmt00
IRS990ScheduleD/PriorYearAdjustmentsAmt00
IRS990ScheduleD/RecoveriesPriorYearGrantsAmt00
IRS990ScheduleD/RevenueNotReportedAmt01268854
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03927340
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The 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, 2014, 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 2011.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part X, Line 2
IRS990ScheduleD/TotalExpensesPerForm990Amt02757210
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt03927340
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05196194
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02757210
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0148370
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1132999
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt014875
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt113252
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt020453
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt18359
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt2204
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt2816
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MARIA WIECK
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1TREVOR ENGLAND
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2JAMES KIDDER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0ADMINISTRATIVE OFFICER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1FINANCIAL OFFICER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2CHAIRMAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt2204
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0183698
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1154610
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2816
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE OFFICERS OF THE FUND ARE EMPLOYED BY AN ORGANIZATION IN WHICH THE TRUSTEES OF THE USW HRA FUND ARE ALSO TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FUND HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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/SupplementalInformationDetail/ExplanationTxt3All TRUSTEES, KEY EMPLOYEES AND OFFICERS, IF APPLICABLE, ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE. COMPLETED QUESTIONNAIRES ARE SUBMITTED TO THE BOARD OF TRUSTEES FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TYPE OF EXPENSE: ADMINISTRATIVE SERVICES PAID TO PACE INDUSTRY UNION-MANAGEMENT PENSION FUND. AMOUNT OF EXPENSE: $294,547.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 8b
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 11g
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0203594554
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0DE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0Tissue Manufacturing
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0Clearwater Paper Corporation
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0601 W Riverside Ave
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine2Txt0Ste 1100
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0Spokane
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0WA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd099201
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PACE INDUSTRY UNION-MANAGEMENT PENSION FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1STEELWORKERS CHARITABLE AND EDUCATIONAL ORGANIZATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0621132799
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1830400973
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0414(J)/501(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TAFT-HARTLEY TRUST FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1ADMINISTERS GRANTS TO EDUCATE AND TRAIN WORKERS ON HEALTH, SAFETY AND ENVIRONMENTAL ISSUES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0I
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt03320 PERIMETER HILL DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1FIVE GATEWAY CENTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0NASHVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1PITTSBURG
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd037211
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd115222
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,745,855
Liabilities
$550,487
Net assets
$39,195,368
Revenue
$3,927,340
Expenses
$2,757,210
Net income
$1,170,130
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