Civic Intelligence

Neca Ibew Workers Compensation Trust

990 • Fiscal year 2018 • EIN 68-0339756

Oct 01, 2017 to Sep 30, 2018 • Filed on Feb 05, 2019

Organization ProfileN/A
1635 N Greenfield RoadMesa, AZ 85205

(480) 553-6257

Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

Higher debt load relative to assets than 34% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

47th percentile

0.02x

Higher debt load relative to revenue than 47% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Net Margin

59th percentile

8.4%

Higher net margin than 59% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

17th percentile

$0

Higher top officer pay than 17% of similar nonprofits.

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

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Asset Growth

41st percentile

1.1%

Faster asset growth than 41% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

30th percentile

-1.7%

Faster revenue growth than 30% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$3,227,318

Up $36,121 (+1.1%) from 2017

Net Assets

Up

$3,220,279

Up $38,041 (+1.2%) from 2017

Liabilities

Down

$7,039

Down $1,920 (-21%) from 2017

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin59th percentile

Revenue

Down

$433,745

Down $7,468 (-1.7%) from 2017

Expenses

Up

$397,502

Up $48,754 (+14%) from 2017

Net Income

Down

$36,243

Down $56,222 (-61%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,436,427Liabilities 2011: $0Net Assets 2011: $2,436,4272011Assets 2012: $2,459,284Liabilities 2012: $0Net Assets 2012: $2,459,2842012Assets 2013: $2,794,190Liabilities 2013: $0Net Assets 2013: $2,794,1902013Assets 2014: $2,871,698Liabilities 2014: $0Net Assets 2014: $2,871,6982014Assets 2015: $2,755,572Liabilities 2015: $0Net Assets 2015: $2,755,5722015Assets 2016: $2,990,841Liabilities 2016: $0Net Assets 2016: $2,990,8412016Assets 2017: $3,191,197Liabilities 2017: $8,959Net Assets 2017: $3,182,2382017Assets 2018: $3,227,318Liabilities 2018: $7,039Net Assets 2018: $3,220,2792018Assets 2019: $3,275,674Liabilities 2019: $9,209Net Assets 2019: $3,266,4652019Assets 2020: $3,417,030Liabilities 2020: $3,438Net Assets 2020: $3,413,5922020

Highlighted filing

2018

Assets$3,227,318
Liabilities$7,039
Net Assets$3,220,279
Open 2018 Filing

Operations Trend

Revenue Growth30th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $619,338Expenses 2011: $384,929Net Income 2011: $234,4092011Revenue 2012: $401,643Expenses 2012: $407,960Net Income 2012: -$6,3172012Revenue 2013: $442,140Expenses 2013: $356,229Net Income 2013: $85,9112013Revenue 2014: $520,709Expenses 2014: $416,116Net Income 2014: $104,5932014Revenue 2015: $463,485Expenses 2015: $374,306Net Income 2015: $89,1792015Revenue 2016: $526,805Expenses 2016: $372,775Net Income 2016: $154,0302016Revenue 2017: $441,213Expenses 2017: $348,748Net Income 2017: $92,4652017Revenue 2018: $433,745Expenses 2018: $397,502Net Income 2018: $36,2432018Revenue 2019: $402,943Expenses 2019: $359,341Net Income 2019: $43,6022019Revenue 2020: $389,502Expenses 2020: $362,985Net Income 2020: $26,5172020

Highlighted filing

2018

Revenue$433,745
Expenses$397,502
Net Income$36,243
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Feb 5, 2019
Return Version
2017v2.2
Gross Receipts
$433,745
Mission and Program Overview

Mission

The Organization's mission is to administer an alternative dispute resolution (ADR) program for workers' compensation claims submitted by individual members covered by a collective bargaining agreement with signatory employer members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,913,839$3,000,240▲ $86,401
Cash and Non-Interest-Bearing Accounts$272,952$227,078▼ $45,874
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$3,191,197$3,227,318▲ $36,121
Other Assets Total$4,406$0▼ $4,406
Liabilities
Deferred Revenue$8,959$7,039▼ $1,920
Total Liabilities$8,959$7,039▼ $1,920
Net Assets / Fund Balance
Unrestricted Net Assets$3,182,238$3,220,279▲ $38,041
Total Net Assets Fund Balance$3,182,238$3,220,279▲ $38,041
Total Liabilities and Net Assets / Fund Balance$3,191,197$3,227,318▲ $36,121
Compensation and Service Providers
Top Officer Pay17th percentile

Board Members and Trustees

NameTitle
Robert MeadowsChairman
Gene GiniTrustee
Jim WeishaarTrustee
Kevin ColemanTrustee
Nick SeguraTrustee
Roger RoperTrustee
Dave MauroAlt
William KuhrAlt

Highest Paid Contractors

ContractorServicesLocationCompensation
American Ombudsman EnterprisesOmbudsman ServicesPO Box 127, Imperial Beach, CA 91933$351,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$349,143
Investment Income
$84,602
Other Revenue
$0
Change in Net Assets
$36,243
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$397,502
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
Fees for Service Investment Mgmnt Fees---$30,000
Fees for Services Legal---$7,245
Insurance---$6,416
Travel---$1,628
Fees for Services Accounting---$1,195
Other Expenses---$10
Office Expenses---$8
Total Functional Expenses$0$0$0$397,502
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The governing board reviews the Form 990 before signing and filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“At meetings of the Board of Directors, potential conflicts of interest are disclosed and discussed.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The Organization's governing documents, conflict of interest policy and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
NECAIBEW Workers Compensation Trust
EIN
68-0339756
Phone
4805536257
Address
1635 N Greenfield Road, Mesa, AZ 85205

Signing Officer

Name
Robert Meadows
Title
Chairman
Signed
2019-02-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Meadows
Formed
1994
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
0
Employees
0

Preparer

Firm
Levy Erlanger & Company Llp
Address
290 KING STREET SUITE 12, SAN FRANCISCO, CA 94107
Preparer
William S Erlanger
Phone
4159819350
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The governing board reviews the Form 990 before signing and filing.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Organization's governing documents, conflict of interest policy and financial statements are made available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0397502
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08959
IRS990/TotalLiabilitiesEOYAmt07039
IRS990/TotalLiabilitiesGrp/BOYAmt08959
IRS990/TotalLiabilitiesGrp/EOYAmt07039
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03182238
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03220279
IRS990/TotalProgramServiceRevenueAmt0349143
IRS990/TotalRevenueGrp/ExclusionAmt084602
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0349143
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0433745
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03191197
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03227318
IRS990/TravelGrp/TotalAmt01628
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt03182238
IRS990/UnrestrictedNetAssetsGrp/EOYAmt03220279
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01635 N Greenfield Road 115
IRS990/USAddress/CityNm0Mesa
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd085205
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Meadows
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NECAIBEW Workers Compensation Trust
ReturnHeader/Filer/BusinessNameControlTxt0NECA
ReturnHeader/Filer/EIN0680339756
ReturnHeader/Filer/PhoneNum04805536257
ReturnHeader/Filer/USAddress/AddressLine1Txt01635 N Greenfield Road
ReturnHeader/Filer/USAddress/CityNm0Mesa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085205
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943305207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEVY ERLANGER & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0290 KING STREET SUITE 12
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094107
ReturnHeader/PreparerPersonGrp/PhoneNum04159819350
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William S Erlanger
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-02-05T10:05:01-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-10-01
ReturnHeader/TaxPeriodEndDt02018-09-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,227,318
Liabilities
$7,039
Net assets
$3,220,279
Revenue
$433,745
Expenses
$397,502
Net income
$36,243
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.41$0.39$0.36$0.03
2019Detailed filing. Detailed filing data is available for this year.$3.28$0.01$3.27$0.40$0.36$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.23$0.01$3.22$0.43$0.40$0.04
2017Summary only. Only limited summary data is available for this year.$3.19$0.01$3.18$0.44$0.35$0.09
2016Summary only. Only limited summary data is available for this year.$2.99$0.00$2.99$0.53$0.37$0.15
2015Summary only. Only limited summary data is available for this year.$2.76$0.00$2.76$0.46$0.37$0.09
2014Summary only. Only limited summary data is available for this year.$2.87$0.00$2.87$0.52$0.42$0.10
2013Summary only. Only limited summary data is available for this year.$2.79$0.00$2.79$0.44$0.36$0.09
2012Summary only. Only limited summary data is available for this year.$2.46$0.00$2.46$0.40$0.41$0.01
2011Summary only. Only limited summary data is available for this year.$2.44$0.00$2.44$0.62$0.38$0.23