Civic Intelligence

Eighth District Electrical Benefit Fund

990 • Fiscal year 2017 • EIN 84-0730298

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 06, 2018

Organization Profilewww.8thdist.org

View Organization Page

2156 W 2200 SSalt Lake City, UT 84119

(801) 973-1001

Siviq Scores

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

Liabilities / Assets

80th percentile

0.33x

Higher debt load relative to assets than 80% of similar nonprofits.

2017 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2017

Liabilities / Revenue

86th percentile

0.34x

Higher debt load relative to revenue than 86% of similar nonprofits.

2017 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2017

Net Margin

16th percentile

-6.8%

Higher net margin than 16% of similar nonprofits.

2017 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2017

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2017 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2017

Asset Growth

14th percentile

-2.3%

Faster asset growth than 14% of similar nonprofits.

2017 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Revenue Growth

47th percentile

5.4%

Faster revenue growth than 47% of similar nonprofits.

2017 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$78,348,966

Down $1,856,584 (-2.3%) from 2016

Net Assets

Down

$52,555,440

Down $4,367,975 (-7.7%) from 2016

Liabilities

Up

$25,793,526

Up $2,511,391 (+11%) from 2016

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin16th percentile

Revenue

Up

$76,018,853

Up $3,897,863 (+5.4%) from 2016

Expenses

Up

$81,173,532

Up $3,732,864 (+4.8%) from 2016

Net Income

Up

-$5,154,679

Up $164,999 (+3.1%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$150M$100M$50M$0Assets 2010: $53,711,113Liabilities 2010: $22,058,776Net Assets 2010: $31,652,3372010Assets 2011: $59,905,795Liabilities 2011: $18,739,059Net Assets 2011: $41,166,7362011Assets 2012: $72,228,882Liabilities 2012: $21,292,350Net Assets 2012: $50,936,5322012Assets 2013: $77,076,431Liabilities 2013: $22,105,404Net Assets 2013: $54,971,0272013Assets 2014: $80,654,110Liabilities 2014: $19,587,678Net Assets 2014: $61,066,4322014Assets 2015: $81,506,070Liabilities 2015: $20,841,330Net Assets 2015: $60,664,7402015Assets 2016: $80,205,550Liabilities 2016: $23,282,135Net Assets 2016: $56,923,4152016Assets 2017: $78,348,966Liabilities 2017: $25,793,526Net Assets 2017: $52,555,4402017Assets 2018: $79,312,264Liabilities 2018: $27,488,221Net Assets 2018: $51,824,0432018Assets 2019: $85,081,712Liabilities 2019: $26,314,587Net Assets 2019: $58,767,1252019Assets 2020: $107,875,557Liabilities 2020: $36,264,276Net Assets 2020: $71,611,2812020Assets 2021: $118,392,460Liabilities 2021: $39,664,534Net Assets 2021: $78,727,9262021Assets 2022: $115,212,103Liabilities 2022: $41,874,804Net Assets 2022: $73,337,2992022Assets 2023: $125,696,123Liabilities 2023: $44,304,179Net Assets 2023: $81,391,9442023Assets 2024: $147,961,677Liabilities 2024: $47,488,237Net Assets 2024: $100,473,4402024

Highlighted filing

2017

Assets$78,348,966
Liabilities$25,793,526
Net Assets$52,555,440
Open 2017 Filing

Operations Trend

Revenue Growth47th percentile

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

$150M$100M$50M$0-$50MExpenses 2010: $56,672,5092010Expenses 2011: $44,384,9742011Expenses 2012: $51,953,0942012Revenue 2013: $58,869,847Expenses 2013: $56,279,144Net Income 2013: $2,590,7032013Revenue 2014: $64,696,641Expenses 2014: $61,897,418Net Income 2014: $2,799,2232014Revenue 2015: $69,508,101Expenses 2015: $68,286,168Net Income 2015: $1,221,9332015Revenue 2016: $72,120,990Expenses 2016: $77,440,668Net Income 2016: -$5,319,6782016Revenue 2017: $76,018,853Expenses 2017: $81,173,532Net Income 2017: -$5,154,6792017Revenue 2018: $85,052,855Expenses 2018: $81,885,916Net Income 2018: $3,166,9392018Revenue 2019: $93,948,603Expenses 2019: $90,904,043Net Income 2019: $3,044,5602019Revenue 2020: $97,758,356Expenses 2020: $88,843,327Net Income 2020: $8,915,0292020Revenue 2021: $100,887,270Expenses 2021: $95,046,240Net Income 2021: $5,841,0302021Revenue 2022: $104,610,493Expenses 2022: $98,644,223Net Income 2022: $5,966,2702022Revenue 2023: $109,346,480Expenses 2023: $104,834,430Net Income 2023: $4,512,0502023Revenue 2024: $128,952,569Expenses 2024: $111,766,745Net Income 2024: $17,185,8242024

Highlighted filing

2017

Revenue$76,018,853
Expenses$81,173,532
Net Income-$5,154,679
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 6, 2018
Return Version
2017v2.3
Gross Receipts
$166,459,130
Mission and Program Overview

Mission

To provide medical, dental, prescription, vision, personal care accounts, disability, life and accidental death and dismemberment benefits, subject to certain eligibility requirements.

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$69,846,298$66,556,910▼ $3,289,388
Rtn Earn Endowment Incm Other Fnds$56,923,415$52,555,440▼ $4,367,975
Accounts Receivable$6,267,020$6,864,342▲ $597,322
Savings and Temporary Cash Investments$3,604,552$4,641,872▲ $1,037,320
Cash and Non-Interest-Bearing Accounts$487,680$285,842▼ $201,838
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$80,205,550$78,348,966▼ $1,856,584
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$22,854,228$25,707,566▲ $2,853,338
Accounts Payable and Accrued Expenses$427,907$85,960▼ $341,947
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$23,282,135$25,793,526▲ $2,511,391
Net Assets / Fund Balance
Total Net Assets Fund Balance$56,923,415$52,555,440▼ $4,367,975
Total Liabilities and Net Assets / Fund Balance$80,205,550$78,348,966▼ $1,856,584
Compensation and Service Providers
Top Officer Pay32nd percentile

Board Members and Trustees

NameTitle
Brian BradleyTrustee
James PetersonTrustee
Jerry PayneTrustee
Jim ManteleTrustee
John GordonTrustee
Josh WheelerTrustee
Klaas Deboer JrTrustee
Mike SchmidtTrustee
Ned JonesTrustee
Patrick CarlsonTrustee
Rory BerumenTrustee
Russell LamoreauxTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Compusys Of Utah INCAdministrator2156 W 2200 S, Salt Lake City, UT 84111$1,679,768
Blake Uhlig PaLegal753 STATE AVE STE 475, Kansas City, KS 66101$210,323
Miller Kaplan Arase LLPAccountant4123 LANKERSHIM BLVD, North Hollywood, CA 91602$173,622
United Actuarial ServicesConsultant11590 N Meridian ST, Carmel, IN 46032$127,000
US BankBank And Custodian1555 N Rivercenter Dr Ste 300, Milwaukee, WI 53212$120,706
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$72,208,003
Investment Income
$3,378,611
Other Revenue
$432,239
Change in Net Assets
$-5,154,679

Audited Revenue Reconciliation

Revenue per Audited Statements
$76,018,853
Revenue Not Reported on Form 990
$786,704
Total Revenue per Audited Statements
$76,805,557
Total Revenue per Form 990
$76,018,853
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,063,286
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---$78,110,246
Fees for Services Management---$1,679,768
Office Expenses---$460,848
Fees for Services Legal---$195,501
Fees for Services Accounting---$192,568
Fees for Services Other---$180,299
Fees for Service Investment Mgmnt Fees---$161,192
Other Expenses---$77,659
Insurance---$43,607
Conferences and Meetings---$40,313
Total Functional Expenses$0$0$0$81,173,532

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$81,173,532
Total Expenses per Audited Statements$81,173,532
Total Expenses per Form 990$81,173,532
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Bank Hour Liability$13,500,591
Claims Incurred But Not Reported$12,206,975
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Eighth District Electrical Benefit Fund
EIN
84-0730298
In Care Of
% CELINDA CAMPBELL
Phone
8019731001
Address
2156 W 2200 S, SALT LAKE CITY, UT 84119

Signing Officer

Name
Josh Wheeler
Title
trustee
Phone
8019731001
Signed
2018-08-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Russell Lamoreaux
Formed
1966
Legal Domicile
Ut
Voting Board Members
12
Independent Board Members
0
Employees
140
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
4123 LANKERSHIM BLVD, NORTH HOLLYWOOD, CA 91602-2828
Preparer
Jeffrey Goss
Phone
8187692010
Supplemental Narrative

Additional Explanations

PART I, LINE 1 - ORGANIZATION'S MISSION:

“To provide medical, dental, prescription, vision, personal care accounts, disability, life and accidental death and dismemberment benefits, subject to certain eligibility requirements. Part vi, line 11b: the form 990 is reviewed by the administrative office prior to filing; any unusual items are brought to the board of trustees attention. Part vi, line 12c: the board of trustees and all professionals are aware of the conflict of interest policy and are to contact legal counsel if any potential conflicts arise. Part vi, line 19: the governing documents, conflict of interest policy and financial statements are available at the plan office upon request. Part vii, section a: compensation paid to trustees employed by not-for-profit organizations is properly reported on the employer's annual tax filings.”

Financial Statement Notes

part X, line 2:

“Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Plan and recognize a tax liability if the Plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

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IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc1PCORI FEE
IRS990/OtherExpensesGrp/Desc2BANK FEES
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IRS990/OtherExpensesGrp/TotalAmt277659
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IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MEDICARE PART D SUBSIDY
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IRS990/OtherRevenueTotalAmt0432239
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IRS990/PayrollTaxesGrp/TotalAmt00
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IRS990/PrincipalOfficerNm0RUSSELL LAMOREAUX
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14858223
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt113500591
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Plan and recognize a tax liability if the Plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0part x, line 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE MEDICAL, DENTAL, PRESCRIPTION, VISION, PERSONAL CARE ACCOUNTS, DISABILITY, LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS, SUBJECT TO CERTAIN ELIGIBILITY REQUIREMENTS. PART VI, LINE 11B: THE FORM 990 IS REVIEWED BY THE ADMINISTRATIVE OFFICE PRIOR TO FILING; ANY UNUSUAL ITEMS ARE BROUGHT TO THE BOARD OF TRUSTEES ATTENTION. PART VI, LINE 12C: THE BOARD OF TRUSTEES AND ALL PROFESSIONALS ARE AWARE OF THE CONFLICT OF INTEREST POLICY AND ARE TO CONTACT LEGAL COUNSEL IF ANY POTENTIAL CONFLICTS ARISE. PART VI, LINE 19: THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE PLAN OFFICE UPON REQUEST. PART VII, SECTION A: COMPENSATION PAID TO TRUSTEES EMPLOYED BY NOT-FOR-PROFIT ORGANIZATIONS IS PROPERLY REPORTED ON THE EMPLOYER'S ANNUAL TAX FILINGS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 1 - ORGANIZATION'S MISSION:
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE PART VII

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$78,348,966
Liabilities
$25,793,526
Net assets
$52,555,440
Revenue
$76,018,853
Expenses
$81,173,532
Net income
-$5,154,679
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$148$47.5$100$129$112$17.2
2023Detailed filing. Detailed filing data is available for this year.$126$44.3$81.4$109$105$4.51
2022Detailed filing. Detailed filing data is available for this year.$115$41.9$73.3$105$98.6$5.97
2021Detailed filing. Detailed filing data is available for this year.$118$39.7$78.7$101$95.0$5.84
2020Detailed filing. Detailed filing data is available for this year.$108$36.3$71.6$97.8$88.8$8.92
2019Detailed filing. Detailed filing data is available for this year.$85.1$26.3$58.8$93.9$90.9$3.04
2018Detailed filing. Detailed filing data is available for this year.$79.3$27.5$51.8$85.1$81.9$3.17
2017Detailed filing. Detailed filing data is available for this year.$78.3$25.8$52.6$76.0$81.2$5.15
2016Detailed filing. Detailed filing data is available for this year.$80.2$23.3$56.9$72.1$77.4$5.32
2015Detailed filing. Detailed filing data is available for this year.$81.5$20.8$60.7$69.5$68.3$1.22
2014Detailed filing. Detailed filing data is available for this year.$80.7$19.6$61.1$64.7$61.9$2.80
2013Detailed filing. Detailed filing data is available for this year.$77.1$22.1$55.0$58.9$56.3$2.59
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$72.2$21.3$50.9$52.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$59.9$18.7$41.2$44.4
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$53.7$22.1$31.7$56.7