Civic Intelligence

Pipe Trades Trust of the Northern Rocky

990 • Fiscal year 2022 • EIN 81-6009567

Aug 01, 2021 to Jul 31, 2022 • Filed on Jun 14, 2023

Organization ProfileWWW.PIPETRADESTRUST.COM

View Organization Page

PO Box 5433Spokane, WA 99205

(800) 872-8979

Siviq Scores

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

Liabilities / Assets

61st percentile

0.05x

Higher debt load relative to assets than 61% of similar nonprofits.

2022 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

64th percentile

0.07x

Higher debt load relative to revenue than 64% of similar nonprofits.

2022 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2022

Net Margin

63rd percentile

8.8%

Higher net margin than 63% of similar nonprofits.

2022 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2022 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2022

Asset Growth

69th percentile

1.5%

Faster asset growth than 69% of similar nonprofits.

2022 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

38th percentile

-4.7%

Faster revenue growth than 38% of similar nonprofits.

2022 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$23,834,032

Up $342,969 (+1.5%) from 2021

Net Assets

Up

$22,583,842

Up $835,012 (+3.8%) from 2021

Liabilities

Down

$1,250,190

Down $492,043 (-28%) from 2021

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin63rd percentile

Revenue

Down

$17,208,519

Down $853,994 (-4.7%) from 2021

Expenses

Down

$15,689,118

Down $871,559 (-5.3%) from 2021

Net Income

Up

$1,519,401

Up $17,565 (+1.2%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$30M$20M$10M$0Assets 2011: $10,387,039Liabilities 2011: $1,456,980Net Assets 2011: $8,930,0592011Assets 2012: $10,184,404Liabilities 2012: $1,647,384Net Assets 2012: $8,537,0202012Assets 2013: $10,478,535Liabilities 2013: $2,024,667Net Assets 2013: $8,453,8682013Assets 2014: $9,708,830Liabilities 2014: $2,407,842Net Assets 2014: $7,300,9882014Assets 2015: $10,301,217Liabilities 2015: $1,868,216Net Assets 2015: $8,433,0012015Assets 2016: $8,478,105Liabilities 2016: $2,610,779Net Assets 2016: $5,867,3262016Assets 2017: $10,962,558Liabilities 2017: $2,110,717Net Assets 2017: $8,851,8412017Assets 2018: $15,102,449Liabilities 2018: $1,537,003Net Assets 2018: $13,565,4462018Assets 2019: $19,476,584Liabilities 2019: $1,401,862Net Assets 2019: $18,074,7222019Assets 2020: $21,334,030Liabilities 2020: $1,442,212Net Assets 2020: $19,891,8182020Assets 2021: $23,491,063Liabilities 2021: $1,742,233Net Assets 2021: $21,748,8302021Assets 2022: $23,834,032Liabilities 2022: $1,250,190Net Assets 2022: $22,583,8422022Assets 2023: $25,046,762Liabilities 2023: $1,553,398Net Assets 2023: $23,493,3642023Assets 2024: $28,348,190Liabilities 2024: $2,148,961Net Assets 2024: $26,199,2292024

Highlighted filing

2022

Assets$23,834,032
Liabilities$1,250,190
Net Assets$22,583,842
Open 2022 Filing

Operations Trend

Revenue Growth38th percentile

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

$20M$10M$0-$10MExpenses 2011: $10,646,9022011Expenses 2012: $11,650,1542012Expenses 2013: $11,800,6492013Revenue 2014: $12,396,456Expenses 2014: $13,290,528Net Income 2014: -$894,0722014Revenue 2015: $15,641,409Expenses 2015: $14,404,619Net Income 2015: $1,236,7902015Revenue 2016: $14,871,261Expenses 2016: $17,732,336Net Income 2016: -$2,861,0752016Revenue 2017: $17,606,781Expenses 2017: $14,638,704Net Income 2017: $2,968,0772017Revenue 2018: $18,243,234Expenses 2018: $13,553,573Net Income 2018: $4,689,6612018Revenue 2019: $19,692,777Expenses 2019: $15,515,954Net Income 2019: $4,176,8232019Revenue 2020: $17,600,975Expenses 2020: $15,924,278Net Income 2020: $1,676,6972020Revenue 2021: $18,062,513Expenses 2021: $16,560,677Net Income 2021: $1,501,8362021Revenue 2022: $17,208,519Expenses 2022: $15,689,118Net Income 2022: $1,519,4012022Revenue 2023: $18,196,647Expenses 2023: $16,814,668Net Income 2023: $1,381,9792023Revenue 2024: $19,414,165Expenses 2024: $17,420,392Net Income 2024: $1,993,7732024

Highlighted filing

2022

Revenue$17,208,519
Expenses$15,689,118
Net Income$1,519,401
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2021 to Jul 31, 2022
Signed
Jun 14, 2023
Return Version
2021v4.2
Gross Receipts
$18,003,581
Mission and Program Overview

Mission

Provide medical, dental, vision, death and disability benefits to collectively bargained employees.

Provide health and welfare benefits to union members (erisa trust)

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$16,898,662$17,315,102▲ $416,440
Rtn Earn Endowment Incm Other Fnds$13,823,236$16,171,882▲ $2,348,646
Cap Stk Tr Prin Current Funds$7,925,594$6,411,960▼ $1,513,634
Investments in Publicly Traded Securities$5,014,047$4,947,431▼ $66,616
Accounts Receivable$1,529,329$1,522,514▼ $6,815
Prepaid Expenses and Deferred Charges$49,025$48,985▼ $40
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$23,491,063$23,834,032▲ $342,969
Liabilities
Other Liabilities$1,440,287$1,201,817▼ $238,470
Accounts Payable and Accrued Expenses$301,946$48,373▼ $253,573
Total Liabilities$1,742,233$1,250,190▼ $492,043
Net Assets / Fund Balance
Total Net Assets Fund Balance$21,748,830$22,583,842▲ $835,012
Total Liabilities and Net Assets / Fund Balance$23,491,063$23,834,032▲ $342,969
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Brandon ShawChairman
Kristin LaneVice Chairman
Amy LockmerTrustee
Andy MickelsonTrustee
Bradley BlotskyTrustee
Chris SchaffTrustee
Clint MccullochTrustee
Don Halverson JrTrustee
Don Halverson SrTrustee
Duane JohanningTrustee
Durant ThoenTrustee
Kade LienemannTrustee
Quinton QueerTrustee
Randy NelsonTrustee
Scott DickinsonTrustee
Stan StevensTrustee
Kristen ShowalterPlan Administrator
Lindsey NicholsPrior Plan Administrator
John BukovatzSecretary
Mark JonesTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue Shield Of MontanaClaims Processing560 N PARK AVE, Helena, MT 59604$539,000
Junkermier Clark Campanella Stevens CPATrust Office, Hour Bank Administration,501 PARK DRIVE S, Great Falls, MT 59405$132,155
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$16,532,306
Investment Income
$449,239
Other Revenue
$226,974
Change in Net Assets
$1,519,401

Audited Revenue Reconciliation

Revenue per Audited Statements
$17,205,860
Revenue Not Reported on Financial Statements
$2,659
Revenue Not Reported on Form 990
$-684,389
Total Revenue per Audited Statements
$16,521,471
Total Revenue per Form 990
$17,208,519
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,184,705
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---$14,504,413
Fees for Services Other---$115,903
Conferences and Meetings---$38,731
All Other Expenses---$21,297
Other Expenses---$14,190
Insurance---$9,150
Fees for Services Legal---$8,844
Office Expenses---$6,950
Fees for Service Investment Mgmnt Fees---$2,659
Total Functional Expenses$0$0$0$15,689,118

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$15,924,929
Total Expenses per Form 990$15,689,118
Expenses per Audited Statements$15,686,459
Expenses Not Reported on Form 990$238,470
Expenses Not Reported on Financial Statements$2,659
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Claims Incurred But Not Reported$1,201,817
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Two trustees are father and son.”

Form 990, Part VI, Section A, Line 3

“The trust engages professional hour bank administration and accounting services. The trust engages professional claims payment and disease management services. The trust engages professional consulting services related to medical benefits and actuarial services.”

Form 990, Part VI, Section A, Line 6

“The orginization requires participants to be union members in good standing.”

Form 990, Part VI, Section A, Line 7A

“Trustees are appointed by union locals and by employer organizations signatory to the various union contracts. Voting representation is equal between labor and employers.”

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

“The form 990 is reviewed annually by the board of trustees.”

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

“The trustees are advised of this policy annually and transactions with the trust are reviewed for conflicts of interest by independent auditors.”

Form 990, Part VI, Section C, Line 19

“All governing documents, policies and financial statements are available to the public upon request at the offices of the trust. The trust does maintain a website.”

Filing and Contact Details

Filer

Filer Name
Pipe Trades Trust
EIN
81-6009567
Phone
8008728979
Address
PO BOX 5433, SPOKANE, WA 99205

Signing Officer

Name
Brandon Shaw
Title
Board Chairman
Phone
8008728979
Signed
2023-06-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brandon Shaw
Formed
1966
Legal Domicile
Mt
Voting Board Members
19
Independent Board Members
19
Employees
0
Volunteers
19

Preparer

Firm
Douglas Wilson & Company Pc
Address
1000 FIRST AVENUE SOUTH, GREAT FALLS, MT 59401
Preparer
Melissa H Soldano
Phone
4067614645
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“There has been no change to the oversight process.”

Financial Statement Notes

PART X, LINE 2:

“Text of footnote 8: tax status referencing uncertain tax positions: trust management evaluates uncertain income tax positions taken by the trust. The financial statement effects of a tax position are recognized when the position is more likely than not, based on the technical merits to be sustained upon examination by the irs. The trust administrator has analyzed the tax position taken by the trust, and has concluded that as of july 31, 2021, there were no uncertain positions taken or expected to be taken. The trust is subject to routine audits by taxing jurisdictions and there are currently no audits in process.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Adjustment of claims incurred but not reported 238,470.”

Raw XML AppendixShowing 400 of 1,410 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.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18PRIOR PLAN ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19PLAN ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01966
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt092073
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0887135
IRS990/GrossReceiptsAmt018003581
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt09150
IRS990/InvestmentIncomeGrp/ExclusionAmt0357166
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0357166
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05014047
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04947431
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0795062
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE MEDICAL, DENTAL, VISION, DEATH AND DISABILITY BENEFITS TO COLLECTIVELY BARGAINED EMPLOYEES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt021748830
IRS990/NetAssetsOrFundBalancesEOYAmt022583842
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt092073
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt092073
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-684389
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt06950
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CLAIMS ADMINISTRATION
IRS990/OtherExpensesGrp/Desc1ACCOUNTING,AND ADMIN FE
IRS990/OtherExpensesGrp/Desc2COST MANAGEMENT
IRS990/OtherExpensesGrp/Desc3WELLNESS SCREENINGS
IRS990/OtherExpensesGrp/TotalAmt0634447
IRS990/OtherExpensesGrp/TotalAmt1185294
IRS990/OtherExpensesGrp/TotalAmt2147240
IRS990/OtherExpensesGrp/TotalAmt314190
IRS990/OtherLiabilitiesGrp/BOYAmt01440287
IRS990/OtherLiabilitiesGrp/EOYAmt01201817
IRS990/OtherRevenueMiscGrp/BusinessCd0525100
IRS990/OtherRevenueMiscGrp/Desc0REFUNDS AND REBATES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0226974
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0226974
IRS990/OtherRevenueTotalAmt0226974
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt049025
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt048985
IRS990/PrincipalOfficerNm0BRANDON SHAW
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/BusinessCd2525100
IRS990/ProgramServiceRevenueGrp/BusinessCd3525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBTUIONS
IRS990/ProgramServiceRevenueGrp/Desc2MEDICARE ADVANTAGE PREMIUMS COLLE
IRS990/ProgramServiceRevenueGrp/Desc3RECIPROCITY AGREEMENTS, NET
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt015452499
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1765151
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2741451
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3-426795
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt015452499
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1765151
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2741451
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3-426795
IRS990/ProgSrvcAccomActy2Grp/Desc0INSURANCE PREMIUMS FOR SPECIFIC STOP-LOSS COVERAGE
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0966066
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt015237600
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0745601
IRS990/PYOtherExpensesAmt01323077
IRS990/PYOtherRevenueAmt0466496
IRS990/PYProgramServiceRevenueAmt016850416
IRS990/PYRevenuesLessExpensesAmt01501836
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt016560677
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt018062513
IRS990/ReconcilationRevenueExpnssAmt01519401
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt013823236
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt016171882
IRS990/SavingsAndTempCashInvstGrp/BOYAmt016898662
IRS990/SavingsAndTempCashInvstGrp/EOYAmt017315102
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt0238470
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt02659
IRS990ScheduleD/ExpensesSubtotalAmt015686459
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt02659
IRS990ScheduleD/InvestmentExpensesNotIncldAmt02659
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-684389
IRS990ScheduleD/OtherExpensesIncludedAmt0238470
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01201817
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS INCURRED BUT NOT REPORTED
IRS990ScheduleD/RevenueNotReportedAmt0-684389
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt02659
IRS990ScheduleD/RevenueSubtotalAmt017205860
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TEXT OF FOOTNOTE 8: TAX STATUS REFERENCING UNCERTAIN TAX POSITIONS: TRUST MANAGEMENT EVALUATES UNCERTAIN INCOME TAX POSITIONS TAKEN BY THE TRUST. THE FINANCIAL STATEMENT EFFECTS OF A TAX POSITION ARE RECOGNIZED WHEN THE POSITION IS MORE LIKELY THAN NOT, BASED ON THE TECHNICAL MERITS TO BE SUSTAINED UPON EXAMINATION BY THE IRS. THE TRUST ADMINISTRATOR HAS ANALYZED THE TAX POSITION TAKEN BY THE TRUST, AND HAS CONCLUDED THAT AS OF JULY 31, 2021, THERE WERE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS AND THERE ARE CURRENTLY NO AUDITS IN PROCESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ADJUSTMENT OF CLAIMS INCURRED BUT NOT REPORTED 238,470.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt015689118
IRS990ScheduleD/TotalLiabilityAmt01201817
IRS990ScheduleD/TotalRevenuePerForm990Amt017208519
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt016521471
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt015924929
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TWO TRUSTEES ARE FATHER AND SON.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUST ENGAGES PROFESSIONAL HOUR BANK ADMINISTRATION AND ACCOUNTING SERVICES. THE TRUST ENGAGES PROFESSIONAL CLAIMS PAYMENT AND DISEASE MANAGEMENT SERVICES. THE TRUST ENGAGES PROFESSIONAL CONSULTING SERVICES RELATED TO MEDICAL BENEFITS AND ACTUARIAL SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGINIZATION REQUIRES PARTICIPANTS TO BE UNION MEMBERS IN GOOD STANDING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRUSTEES ARE APPOINTED BY UNION LOCALS AND BY EMPLOYER ORGANIZATIONS SIGNATORY TO THE VARIOUS UNION CONTRACTS. VOTING REPRESENTATION IS EQUAL BETWEEN LABOR AND EMPLOYERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FORM 990 IS REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE TRUSTEES ARE ADVISED OF THIS POLICY ANNUALLY AND TRANSACTIONS WITH THE TRUST ARE REVIEWED FOR CONFLICTS OF INTEREST BY INDEPENDENT AUDITORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ALL GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE OFFICES OF THE TRUST. THE TRUST DOES MAINTAIN A WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THERE HAS BEEN NO CHANGE TO THE OVERSIGHT PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd30

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,834,032
Liabilities
$1,250,190
Net assets
$22,583,842
Revenue
$17,208,519
Expenses
$15,689,118
Net income
$1,519,401
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$28.3$2.15$26.2$19.4$17.4$1.99
2023Detailed filing. Detailed filing data is available for this year.$25.0$1.55$23.5$18.2$16.8$1.38
2022Detailed filing. Detailed filing data is available for this year.$23.8$1.25$22.6$17.2$15.7$1.52
2021Detailed filing. Detailed filing data is available for this year.$23.5$1.74$21.7$18.1$16.6$1.50
2020Detailed filing. Detailed filing data is available for this year.$21.3$1.44$19.9$17.6$15.9$1.68
2019Detailed filing. Detailed filing data is available for this year.$19.5$1.40$18.1$19.7$15.5$4.18
2018Detailed filing. Detailed filing data is available for this year.$15.1$1.54$13.6$18.2$13.6$4.69
2017Detailed filing. Detailed filing data is available for this year.$11.0$2.11$8.85$17.6$14.6$2.97
2016Detailed filing. Detailed filing data is available for this year.$8.48$2.61$5.87$14.9$17.7$2.86
2015Detailed filing. Detailed filing data is available for this year.$10.3$1.87$8.43$15.6$14.4$1.24
2014Detailed filing. Detailed filing data is available for this year.$9.71$2.41$7.30$12.4$13.3$0.89
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.5$2.02$8.45$11.8
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.2$1.65$8.54$11.7
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.4$1.46$8.93$10.6