Civic Intelligence

Laborers Local 1686 Montana District Council of Laborers

990 • Fiscal year 2014 • EIN 81-6010711

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 11, 2015

PO Box 1173Helena, MT 59624

(406) 442-1441

Siviq Scores

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

Liabilities / Assets

58th percentile

0.04x

Higher debt load relative to assets than 58% of similar nonprofits.

2014 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

40th percentile

0.01x

Higher debt load relative to revenue than 40% of similar nonprofits.

2014 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2014

Net Margin

54th percentile

5.2%

Higher net margin than 54% of similar nonprofits.

2014 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

35th percentile

$66,860

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2014 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2014

Asset Growth

89th percentile

25%

Faster asset growth than 89% of similar nonprofits.

2014 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

79th percentile

12%

Faster revenue growth than 79% of similar nonprofits.

2014 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Up

$430,210

Up $87,254 (+25%) from 2013

Net Assets

Up

$413,558

Up $85,655 (+26%) from 2013

Liabilities

Up

$16,652

Up $1,599 (+11%) from 2013

Revenue

Up

$1,640,989

Up $180,414 (+12%) from 2013

Expenses

Up

$1,556,453

Up $86,471 (+5.9%) from 2013

Net Income

Up

$84,536

Up $93,943 (+999%) from 2013

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $361,670Liabilities 2010: $20,582Net Assets 2010: $341,0882010Assets 2011: $322,938Liabilities 2011: $15,885Net Assets 2011: $307,0532011Assets 2012: $346,033Liabilities 2012: $17,893Net Assets 2012: $328,1402012Assets 2013: $342,956Liabilities 2013: $15,053Net Assets 2013: $327,9032013Assets 2014: $430,210Liabilities 2014: $16,652Net Assets 2014: $413,5582014Assets 2015: $559,313Liabilities 2015: $13,664Net Assets 2015: $545,6492015Assets 2016: $659,375Liabilities 2016: $20,041Net Assets 2016: $639,3342016Assets 2017: $800,318Liabilities 2017: $18,626Net Assets 2017: $781,6922017Assets 2018: $872,130Liabilities 2018: $12,282Net Assets 2018: $859,8482018Assets 2019: $972,705Liabilities 2019: $7,888Net Assets 2019: $964,8172019Assets 2020: $921,492Liabilities 2020: $8,599Net Assets 2020: $912,8932020Assets 2021: $914,602Liabilities 2021: $16,896Net Assets 2021: $897,7062021Assets 2022: $675,941Liabilities 2022: $23,176Net Assets 2022: $652,7652022Assets 2023: $771,041Liabilities 2023: $16,340Net Assets 2023: $754,7012023Assets 2024: $1,130,954Liabilities 2024: $2,664Net Assets 2024: $1,128,2902024

Highlighted filing

2014

Assets$430,210
Liabilities$16,652
Net Assets$413,558

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $1,087,7372010Expenses 2011: $1,241,9542011Expenses 2012: $1,247,9532012Revenue 2013: $1,460,575Expenses 2013: $1,469,982Net Income 2013: -$9,4072013Revenue 2014: $1,640,989Expenses 2014: $1,556,453Net Income 2014: $84,5362014Revenue 2015: $1,679,832Expenses 2015: $1,547,635Net Income 2015: $132,1972015Revenue 2016: $1,624,929Expenses 2016: $1,531,244Net Income 2016: $93,6852016Revenue 2017: $1,508,625Expenses 2017: $1,366,267Net Income 2017: $142,3582017Revenue 2018: $1,565,086Expenses 2018: $1,486,930Net Income 2018: $78,1562018Revenue 2019: $1,699,815Expenses 2019: $1,544,577Net Income 2019: $155,2382019Revenue 2020: $1,441,160Expenses 2020: $1,492,673Net Income 2020: -$51,5132020Revenue 2021: $1,260,898Expenses 2021: $1,356,434Net Income 2021: -$95,5362021Revenue 2022: $1,250,849Expenses 2022: $1,439,089Net Income 2022: -$188,2402022Revenue 2023: $1,309,334Expenses 2023: $1,237,216Net Income 2023: $72,1182023Revenue 2024: $1,478,580Expenses 2024: $1,105,142Net Income 2024: $373,4382024

Highlighted filing

2014

Revenue$1,640,989
Expenses$1,556,453
Net Income$84,536
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 11, 2015
Return Version
2014v5.0
Gross Receipts
$1,641,097
Mission and Program Overview

Mission

Assist local labor union members with negotiating, organizing, and training.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$95,664$126,458▲ $30,794
Savings and Temporary Cash Investments$103,932$124,689▲ $20,757
Investments in Publicly Traded Securities$75,011$108,396▲ $33,385
Investments Other Securities$40,890$40,890→ $0
Land, Buildings, and Equipment, Net$27,459$29,777▲ $2,318
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 Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$342,956$430,210▲ $87,254
Other Assets Total-$0-
Liabilities
Other Liabilities$13,564$15,284▲ $1,720
Accounts Payable and Accrued Expenses$1,489$1,368▼ $121
Total Liabilities$15,053$16,652▲ $1,599
Net Assets / Fund Balance
Unrestricted Net Assets$327,903$413,558▲ $85,655
Total Net Assets Fund Balance$327,903$413,558▲ $85,655
Total Liabilities and Net Assets / Fund Balance$342,956$430,210▲ $87,254

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$17,515$204,404$221,919
Leasehold Improvements$12,189$3,637$15,826
Other Land Buildings$73$12,579$12,652
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kimberly RickardBus Mngr/sec TrFT$51,199$15,661$66,860

Board Members and Trustees

NameTitle
David KingExec Board
Debra Ball-giopExec Board
Kelly JohnsonExec Board
Brian BolandFld Rep/e-board
Glenn GregorAuditor
Tylene CatoAuditor
Rebecca RiedlAuditor/fld Rep
Mickey MulhollandFld Rep/pres
James P ReardonFld Rep/rec Sec
Michael WonnacottFld Rep/VP
Warren SmeltzerSgt-at-arms
Revenue and Support

Revenue Composition

Contributions and Grants
$1,631,574
Program Service Revenue
$0
Investment Income
$9,415
Other Revenue
$0
All Other Contributions
$2,500
Change in Net Assets
$84,536
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$939,342
Salaries, Compensation, and Employee Benefits$617,111
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$688,099
Other Salaries and Wages---$315,721
Pension Plan Contributions---$116,288
Other Employee Benefits---$79,500
Current Officers, Directors, Trustees, and Key Employees---$66,860
Travel---$53,681
Payroll Taxes---$38,742
Occupancy---$31,631
Information Technology---$17,525
Office Expenses---$14,053
Advertising---$14,023
Depreciation Depletion---$13,207
All Other Expenses---$11,556
Fees for Services Accounting---$9,325
Fees for Services Legal---$7,771
Other Expenses---$7,691
Insurance---$4,101
Conferences and Meetings---$2,753
Interest---$156
Total Functional Expenses$0$0$0$1,556,453
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
Lobbying 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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Taxes Payable$15,284
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
No
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

The organization has local union members.

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

The 990 is reviewed by the secretary-treasurer prior to filing.

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

All documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Laborers Local 1686
EIN
81-6010711
Phone
4064421441
Address
PO BOX 1173, HELENA, MT 59624

Signing Officer

Name
Kimberly Rickard
Title
Business Manager
Signed
2015-11-11
Discuss with paid preparer
Yes

Organization Details

Formed
2005
Legal Domicile
Mt
Voting Board Members
8
Independent Board Members
3
Employees
11

Preparer

Firm
Rudd & Company PLLC
Address
3805 Valley Commons Drive Suite 7, Bozeman, MT 59718
Preparer
Dawn M Wrigg CPA
Phone
4065853393
Raw XML Appendix400 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/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01119
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt031631
IRS990/OfficeExpensesGrp/TotalAmt014053
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt079500
IRS990/OtherExpensesGrp/Desc0TELEPHONE & INTERNET
IRS990/OtherExpensesGrp/Desc1Postage and Shipping
IRS990/OtherExpensesGrp/Desc2Printing and Publications
IRS990/OtherExpensesGrp/Desc3CONTRIBUTIONS, GIFTS
IRS990/OtherExpensesGrp/TotalAmt028211
IRS990/OtherExpensesGrp/TotalAmt127650
IRS990/OtherExpensesGrp/TotalAmt27909
IRS990/OtherExpensesGrp/TotalAmt37691
IRS990/OtherLiabilitiesGrp/BOYAmt013564
IRS990/OtherLiabilitiesGrp/EOYAmt015284
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt0315721
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt0688099
IRS990/PayrollTaxesGrp/TotalAmt038742
IRS990/PensionPlanContributionsGrp/TotalAmt0116288
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01457099
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt03476
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0865664
IRS990/PYRevenuesLessExpensesAmt0-9407
IRS990/PYSalariesCompEmpBnftPaidAmt0604318
IRS990/PYTotalExpensesAmt01469982
IRS990/PYTotalRevenueAmt01460575
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt084536
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0103932
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0124689
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt017515
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0204404
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0221919
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt012189
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt03637
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt015826
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt073
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt012579
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt012652
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt015284
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAXES PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt029777
IRS990ScheduleD/TotalBookValueSecuritiesAmt040890
IRS990ScheduleD/TotalLiabilityAmt015284
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS LOCAL UNION MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS REVIEWED BY THE SECRETARY-TREASURER PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0342956
IRS990/TotalAssetsEOYAmt0430210
IRS990/TotalAssetsGrp/BOYAmt0342956
IRS990/TotalAssetsGrp/EOYAmt0430210
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01631574
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01556453
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt015053
IRS990/TotalLiabilitiesEOYAmt016652
IRS990/TotalLiabilitiesGrp/BOYAmt015053
IRS990/TotalLiabilitiesGrp/EOYAmt016652
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0327903
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0413558
IRS990/TotalOtherCompensationAmt015661
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt051199
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt09415
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01640989
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0342956
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0430210
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt053681
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0327903
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0413558
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIMBERLY RICKARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BUSINESS MANAGER
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LABORERS LOCAL 1686
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MONTANA DISTRICT COUNCIL OF LABORERS
ReturnHeader/Filer/BusinessNameControlTxt0LABO
ReturnHeader/Filer/EIN0816010711
ReturnHeader/Filer/PhoneNum04064421441
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1173
ReturnHeader/Filer/USAddress/CityNm0HELENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059624
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rudd & Company PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03805 Valley Commons Drive Suite 7
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bozeman
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059718
ReturnHeader/PreparerPersonGrp/PhoneNum04065853393
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAWN M WRIGG CPA
ReturnHeader/ReturnTs02015-11-11T15:14:01-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$1.48$1.11$0.37
2023Detailed filing. Detailed filing data is available for this year.$0.77$0.02$0.75$1.31$1.24$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.68$0.02$0.65$1.25$1.44$0.19
2021Detailed filing. Detailed filing data is available for this year.$0.91$0.02$0.90$1.26$1.36$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.92$0.01$0.91$1.44$1.49$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.97$0.01$0.96$1.70$1.54$0.16
2018Detailed filing. Detailed filing data is available for this year.$0.87$0.01$0.86$1.57$1.49$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.80$0.02$0.78$1.51$1.37$0.14
2016Detailed filing. Detailed filing data is available for this year.$0.66$0.02$0.64$1.62$1.53$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.56$0.01$0.55$1.68$1.55$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.43$0.02$0.41$1.64$1.56$0.08
2013Detailed filing. Detailed filing data is available for this year.$0.34$0.02$0.33$1.46$1.47$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.02$0.33$1.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.02$0.31$1.24
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.02$0.34$1.09