Civic Intelligence

Retail Store Employees Health and Welfare Trust

990 • Fiscal year 2014 • EIN 82-0289815

Nov 01, 2013 to Oct 31, 2014 • Filed on Mar 12, 2015

Organization ProfileN/A

View Organization Page

4885 SOUTH 900 EAST No 202Murray, UT 84117

(801) 266-3271

Siviq Scores

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

Liabilities / Assets

88th percentile

0.65x

Higher debt load relative to assets than 88% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

90th percentile

0.41x

Higher debt load relative to revenue than 90% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2014

Net Margin

18th percentile

-16%

Higher net margin than 18% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2014 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2014

Asset Growth

23rd percentile

-11%

Faster asset growth than 23% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

60th percentile

5.8%

Faster revenue growth than 60% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets88th percentile

Assets

Down

$2,721,908

Down $326,180 (-11%) from 2013

Net Assets

Down

$940,376

Down $653,673 (-41%) from 2013

Liabilities

Up

$1,781,532

Up $327,493 (+23%) from 2013

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin18th percentile

Revenue

$4,295,070

No earlier filing loaded for comparison.

Expenses

Up

$4,961,407

Up $808,256 (+19%) from 2013

Net Income

-$666,337

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MAssets 2010: $3,699,166Liabilities 2010: $1,189,604Net Assets 2010: $2,509,5622010Assets 2011: $3,020,975Liabilities 2011: $1,749,093Net Assets 2011: $1,271,8822011Assets 2012: $2,961,680Liabilities 2012: $1,250,066Net Assets 2012: $1,711,6142012Assets 2013: $3,048,088Liabilities 2013: $1,454,039Net Assets 2013: $1,594,0492013Assets 2014: $2,721,908Liabilities 2014: $1,781,532Net Assets 2014: $940,3762014Assets 2015: $1,814,760Liabilities 2015: $2,022,098Net Assets 2015: -$207,3382015Assets 2016: $1,260,843Liabilities 2016: $1,430,820Net Assets 2016: -$169,9772016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2014

Assets$2,721,908
Liabilities$1,781,532
Net Assets$940,376
Open 2014 Filing

Operations Trend

Revenue Growth60th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $5,159,4602010Expenses 2011: $5,406,4092011Expenses 2012: $3,726,6882012Expenses 2013: $4,153,1512013Revenue 2014: $4,295,070Expenses 2014: $4,961,407Net Income 2014: -$666,3372014Revenue 2015: $5,106,522Expenses 2015: $6,254,233Net Income 2015: -$1,147,7112015Revenue 2016: $5,011,340Expenses 2016: $4,971,804Net Income 2016: $39,5362016Revenue 2017: $325,696Expenses 2017: $155,268Net Income 2017: $170,4282017

Highlighted filing

2014

Revenue$4,295,070
Expenses$4,961,407
Net Income-$666,337
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2013 to Oct 31, 2014
Signed
Mar 12, 2015
Return Version
2013v4.0
Gross Receipts
$4,719,070
Mission and Program Overview

Mission

Health and welfare benefits provided to members who are covered by collective bargaining agreements between union and employers.

Health & welfare benefits provided to members who are covered by collective bargaining agreements between union and employers

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,554,308$1,749,874▼ $804,434
Rtn Earn Endowment Incm Other Fnds$1,594,049$940,376▼ $653,673
Cash and Non-Interest-Bearing Accounts$88,453$577,448▲ $488,995
Accounts Receivable$399,261$388,817▼ $10,444
Prepaid Expenses and Deferred Charges$6,066$5,769▼ $297
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,048,088$2,721,908▼ $326,180
Liabilities
Other Liabilities$1,407,000$1,750,300▲ $343,300
Accounts Payable and Accrued Expenses$47,039$31,232▼ $15,807
Total Liabilities$1,454,039$1,781,532▲ $327,493
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,594,049$940,376▼ $653,673
Total Liabilities and Net Assets / Fund Balance$3,048,088$2,721,908▼ $326,180
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Danny MaTrustee
Jacki FaerberTrustee
Stephanie GushaTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
CignaPpo Network-$198,139
Jas INCContract Administrator-$102,443
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,176,693
Investment Income
$39,461
Other Revenue
$78,916
Change in Net Assets
$-666,337

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,295,070
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$12,664
Total Revenue per Audited Statements
$4,307,734
Total Revenue per Form 990
$4,295,070
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$454,778
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---$4,506,629
Fees for Services Management---$102,443
Fees for Services Legal---$28,820
Office Expenses---$21,286
Fees for Services Accounting---$15,078
Conferences and Meetings---$11,395
Insurance---$10,692
Other Expenses---$8,250
All Other Expenses---$8,060
Total Functional Expenses$0$0$0$4,961,407

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,961,407
Expenses per Audited Statements$4,618,107
Total Expenses per Audited Statements$4,618,107
Expenses Not Reported on Financial Statements$343,300
Other Expense Adjustments$343,300
Expenses Not Reported on Form 990$0
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
Ibnr Payable$951,900
Accumulated Elig Credits Payable$798,400
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
No
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 3

“The trustees have contracted with a third party administrator to perform the everyday administration of the fund.”

Form 990, Part VI, Section B, line 11

“A copy of form 990 was presented to the trustees for review and signatures.”

Form 990, Part VI, Section C, line 19

“Summary Annual Reports are provided to all participants annually and SPDs are available from the administrator upon request. Audited financial statements are available to the public by request of the DOL or the administrator.”

Form 990, Part VII

“Danny ma - 4885 so 900 east, salt lake city, ut 84117. Jacki faerber - 4885 so 900 east, salt lake city, ut 84117. Stephanie gusha - 4885 so 900 east, salt lake city, ut 84117.”

Filing and Contact Details

Filer

EIN
82-0289815
Phone
8012663271

Signing Officer

Name
Jacki Faerber
Title
Trustee
Phone
8004534584
Signed
2015-03-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jacki Faerber
Formed
1968
Legal Domicile
Ut
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Preparer
Randy D Henningfield
Phone
6612953363
Supplemental Narrative

Financial Statement Notes

Part XII, Line 4B - Other Adjustments:

“Change in ibnr and extended elibigility 343,300.”

Raw XML Appendix364 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/OtherCompensationAmt00
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IRS990/FSAuditedInd01
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IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0425176
IRS990/GrossReceiptsAmt04719070
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt038285
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt0421
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0UT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0424000
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
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IRS990/MoreThan5000KToIndividualsInd00
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt012664
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IRS990/NondeductibleContributionsInd00
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IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
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IRS990/OtherExpensesGrp/Desc1CONSULTING FEES
IRS990/OtherExpensesGrp/Desc2ADMINISTRATION - CIGNA
IRS990/OtherExpensesGrp/Desc3BANK ANALYSIS FEES AND
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IRS990/PoliticalCampaignActyInd00
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCUMULATED ELIG CREDITS PAYABLE
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CHANGE IN IBNR AND EXTENDED ELIBIGILITY 343,300.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XII, Line 4b - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEES HAVE CONTRACTED WITH A THIRD PARTY ADMINISTRATOR TO PERFORM THE EVERYDAY ADMINISTRATION OF THE FUND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF FORM 990 WAS PRESENTED TO THE TRUSTEES FOR REVIEW AND SIGNATURES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Summary Annual Reports are provided to all participants annually and SPDs are available from the administrator upon request. Audited financial statements are available to the public by request of the DOL or the administrator.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DANNY MA - 4885 SO 900 EAST, SALT LAKE CITY, UT 84117. JACKI FAERBER - 4885 SO 900 EAST, SALT LAKE CITY, UT 84117. STEPHANIE GUSHA - 4885 SO 900 EAST, SALT LAKE CITY, UT 84117.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VII
IRS990ScheduleR/AssetExchangeInd00
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IRS990ScheduleR/AssetSaleToOtherOrgInd00
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt2LABOR UNION
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine11SMITH'S
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine12UFCW 368
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine101421 S MANHATTAN AVE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine114885 S 900 EAST
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine12222 BROADWAY AVE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/City0FULLERTON
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/City1SALT LAKE CITY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/City2BOISE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/State0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/State1UT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/State2ID
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCode092831
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCode184117
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCode283706
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03048088
IRS990/TotalAssetsEOYAmt02721908
IRS990/TotalAssetsGrp/BOYAmt03048088
IRS990/TotalAssetsGrp/EOYAmt02721908
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt04961407
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01454039
IRS990/TotalLiabilitiesEOYAmt01781532
IRS990/TotalLiabilitiesGrp/BOYAmt01454039
IRS990/TotalLiabilitiesGrp/EOYAmt01781532
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01594049
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0940376
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt04961407
IRS990/TotalProgramServiceRevenueAmt04176693
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt039461
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04255609
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04295070
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03048088
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02721908
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine104885 SOUTH 900 EAST
IRS990/USAddress/City0SALT LAKE CITY
IRS990/USAddress/State0UT
IRS990/USAddress/ZIPCode084117
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JACKI FAERBER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08004534584
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10RETAIL STORE EMPLOYEES HEALTH AND WELFARE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0RETA
ReturnHeader/Filer/EIN0820289815
ReturnHeader/Filer/PhoneNum08012663271
ReturnHeader/Filer/USAddress/AddressLine104885 SOUTH 900 EAST No 202
ReturnHeader/Filer/USAddress/City0SALT LAKE CITY
ReturnHeader/Filer/USAddress/State0UT
ReturnHeader/Filer/USAddress/ZIPCode084117
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0542189926
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Henningfield & Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1027913 Smyth Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Valencia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode091355
ReturnHeader/PreparerPersonGrp/PhoneNum06612953363
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RANDY D HENNINGFIELD
ReturnHeader/ReturnTs02015-03-13T11:54:25-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-11-01
ReturnHeader/TaxPeriodEndDt02014-10-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,721,908
Liabilities
$1,781,532
Net assets
$940,376
Revenue
$4,295,070
Expenses
$4,961,407
Net income
-$666,337
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.33$0.16$0.17
2016Detailed filing. Detailed filing data is available for this year.$1.26$1.43$0.17$5.01$4.97$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.81$2.02$0.21$5.11$6.25$1.15
2014Detailed filing. Detailed filing data is available for this year.$2.72$1.78$0.94$4.30$4.96$0.67
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.05$1.45$1.59$4.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.96$1.25$1.71$3.73
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.02$1.75$1.27$5.41
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.70$1.19$2.51$5.16