Civic Intelligence

Laborers Local 1686 Montana District Council of Laborers

990 • Fiscal year 2022 • EIN 81-6010711

Jan 01, 2022 to Dec 31, 2022 • Filed on Jun 01, 2023

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

65th percentile

0.03x

Higher debt load relative to assets than 65% of similar nonprofits.

2022 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

51st percentile

0.02x

Higher debt load relative to revenue than 51% of similar nonprofits.

2022 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2022

Net Margin

10th percentile

-15%

Higher net margin than 10% of similar nonprofits.

2022 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

52nd percentile

$100,667

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 8.0% of source-year revenue.

2022 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2022

Asset Growth

3rd percentile

-26%

Faster asset growth than 3% of similar nonprofits.

2022 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

38th percentile

-0.8%

Faster revenue growth than 38% of similar nonprofits.

2022 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$675,941

Down $238,661 (-26%) from 2021

Net Assets

Down

$652,765

Down $244,941 (-27%) from 2021

Liabilities

Up

$23,176

Up $6,280 (+37%) from 2021

Revenue

Down

$1,250,849

Down $10,049 (-0.8%) from 2021

Expenses

Up

$1,439,089

Up $82,655 (+6.1%) from 2021

Net Income

Down

-$188,240

Down $92,704 (-97%) from 2021

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

2022

Assets$675,941
Liabilities$23,176
Net Assets$652,765

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

2022

Revenue$1,250,849
Expenses$1,439,089
Net Income-$188,240
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 1, 2023
Return Version
2022v5.0
Gross Receipts
$1,256,726
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$448,574$261,958▼ $186,616
Investments in Publicly Traded Securities$280,717$229,085▼ $51,632
Cash and Non-Interest-Bearing Accounts$111,293$128,652▲ $17,359
Investments Other Securities$43,340$43,340→ $0
Land, Buildings, and Equipment, Net$30,678$12,906▼ $17,772
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$914,602$675,941▼ $238,661
Other Assets Total-$0-
Liabilities
Other Liabilities$16,270$23,176▲ $6,906
Accounts Payable and Accrued Expenses$626--
Total Liabilities$16,896$23,176▲ $6,280
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$897,706$652,765▼ $244,941
Total Net Assets Fund Balance$897,706$652,765▼ $244,941
Total Liabilities and Net Assets / Fund Balance$914,602$675,941▼ $238,661

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,892$142,071$145,963
Leasehold Improvements$8,941$6,885$15,826
Other Land Buildings$73$12,579$12,652
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Adam HaightVice PresidentFT$75,000$25,667$100,667
Kimberly Rickard-smeltzerBus Mngr/sec TrFT$62,500$25,667$88,167
Brian BolandFld Rep/e BoardFT$57,500$25,667$83,167
Rebecca RiedlAuditorFT$57,500$25,613$83,113
Tracy a ThompsonFld Rep/rec SecFT$57,500$25,327$82,827
Mickey MulhollandPresidentFT$46,442$20,226$66,668

Board Members and Trustees

NameTitle
Amy HauschildE Board
Debra Ball-giopE Board
James BensonAuditor
Tylene CatoAuditor
Warren SmeltzerSgt-at-arms
Revenue and Support

Revenue Composition

Contributions and Grants
$1,133,495
Program Service Revenue
$0
Investment Income
$46,442
Other Revenue
$70,912
All Other Contributions
$2,660
Change in Net Assets
$-188,240
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$729,042
Other Expenses$710,047
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$504,609
Payments to Affiliates---$432,028
Pension Plan Contributions---$118,361
Other Salaries and Wages---$46,391
Travel---$43,672
Occupancy---$39,862
Payroll Taxes---$38,544
Fees for Services Legal---$34,202
Office Expenses---$33,472
All Other Expenses---$21,258
Other Employee Benefits---$21,137
Depreciation Depletion---$16,772
Fees for Services Accounting---$11,401
Other Expenses---$8,531
Insurance---$838
Conferences and Meetings---$668
Advertising---$445
Total Functional Expenses$0$0$0$1,439,089
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Taxes Payable$17,716
Pension Payable$5,460
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
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 6

The organization has local union members.

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

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

Form 990, Part VI, Section C, Line 19

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
2023-06-01
Discuss with paid preparer
Yes

Organization Details

Formed
2005
Legal Domicile
Mt
Voting Board Members
7
Independent Board Members
3
Employees
6

Preparer

Firm
Rudd & Company PLLC
Address
3805 Valley Commons Dr Ste 7, Bozeman, MT 59718
Preparer
Dawn M Wrigg CPA
Phone
4065853393
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IRS990/OtherExpensesGrp/Desc1Postage and Shipping
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3MERCHANT SERVICE FEES
IRS990/OtherExpensesGrp/TotalAmt042636
IRS990/OtherExpensesGrp/TotalAmt115503
IRS990/OtherExpensesGrp/TotalAmt28759
IRS990/OtherExpensesGrp/TotalAmt38531
IRS990/OtherLiabilitiesGrp/BOYAmt016270
IRS990/OtherLiabilitiesGrp/EOYAmt023176
IRS990/OtherRevenueMiscGrp/Desc0GRANT FOR MEMBER MOBILIZATION
IRS990/OtherRevenueMiscGrp/Desc1MISC
IRS990/OtherRevenueMiscGrp/Desc2WORK COMP DIVIDEND
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt070000
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1614
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt2298
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt070000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1614
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2298
IRS990/OtherRevenueTotalAmt070912
IRS990/OtherSalariesAndWagesGrp/TotalAmt046391
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt0432028
IRS990/PayrollTaxesGrp/TotalAmt038544
IRS990/PensionPlanContributionsGrp/TotalAmt0118361
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01209103
IRS990/PYInvestmentIncomeAmt015862
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0710188
IRS990/PYOtherRevenueAmt035933
IRS990/PYRevenuesLessExpensesAmt0-95536
IRS990/PYSalariesCompEmpBnftPaidAmt0646246
IRS990/PYTotalExpensesAmt01356434
IRS990/PYTotalRevenueAmt01260898
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-188240
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0448574
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0261958
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt03892
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0142071
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0145963
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt08941
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt06885
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt015826
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt073
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt012579
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt012652
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt017716
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt15460
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAXES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PENSION PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt012906
IRS990ScheduleD/TotalBookValueSecuritiesAmt043340
IRS990ScheduleD/TotalLiabilityAmt023176
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, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0914602
IRS990/TotalAssetsEOYAmt0675941
IRS990/TotalAssetsGrp/BOYAmt0914602
IRS990/TotalAssetsGrp/EOYAmt0675941
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01133495
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01439089
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt016896
IRS990/TotalLiabilitiesEOYAmt023176
IRS990/TotalLiabilitiesGrp/BOYAmt016896
IRS990/TotalLiabilitiesGrp/EOYAmt023176
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0897706
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0652765
IRS990/TotalOtherCompensationAmt0148167
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt0356442
IRS990/TotalRevenueGrp/ExclusionAmt08485
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0108869
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01250849
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0914602
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0675941
IRS990/TravelGrp/TotalAmt043672
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1173
IRS990/USAddress/CityNm0HELENA
IRS990/USAddress/StateAbbreviationCd0MT
IRS990/USAddress/ZIPCd059624
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIMBERLY RICKARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BUSINESS MANAGER
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-06-01
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0820467399
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rudd & Company PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03805 Valley Commons Dr Ste 7
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bozeman
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059718
ReturnHeader/PreparerPersonGrp/PhoneNum04065853393
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAWN M WRIGG CPA
ReturnHeader/ReturnTs02023-06-01T11:45:31-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KIMBERLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RICKARD

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
Peer Organizations

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