Civic Intelligence

Carpenters & Millwrights Health Benefit Trust Fund

990 • Fiscal year 2013 • EIN 84-0922842

Jan 01, 2013 to Dec 31, 2013 • Filed on Sep 23, 2014

Organization ProfileN/A

View Organization Page

7600 SW Mohawk StSuite97062

(303) 654-4411

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.23x

Higher debt load relative to assets than 72% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

98th percentile

1.45x

Higher debt load relative to revenue than 98% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Net Margin

3rd percentile

-178%

Higher net margin than 3% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

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.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Asset Growth

9th percentile

-18%

Faster asset growth than 9% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

8th percentile

-24%

Faster revenue growth than 8% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$19,747,960

Down $4,467,985 (-18%) from 2012

Net Assets

Down

$15,151,413

Down $5,483,802 (-27%) from 2012

Liabilities

Up

$4,596,547

Up $1,015,817 (+28%) from 2012

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin3rd percentile

Revenue

Down

$3,167,333

Down $984,146 (-24%) from 2012

Expenses

Up

$8,813,268

Up $948,684 (+12%) from 2012

Net Income

Down

-$5,645,935

Down $1,932,830 (-52%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$30M$20M$10M$0Assets 2010: $29,586,780Liabilities 2010: $2,472,207Net Assets 2010: $27,114,5732010Assets 2011: $26,070,745Liabilities 2011: $2,633,204Net Assets 2011: $23,437,5412011Assets 2012: $24,215,945Liabilities 2012: $3,580,730Net Assets 2012: $20,635,2152012Assets 2013: $19,747,960Liabilities 2013: $4,596,547Net Assets 2013: $15,151,4132013Assets 2014: $15,881,172Liabilities 2014: $4,987,884Net Assets 2014: $10,893,2882014Assets 2015: $12,607,434Liabilities 2015: $4,417,292Net Assets 2015: $8,190,1422015Assets 2016: $10,949,566Liabilities 2016: $5,504,852Net Assets 2016: $5,444,7142016Assets 2017: $10,382,946Liabilities 2017: $5,958,803Net Assets 2017: $4,424,1432017Assets 2018: $9,505,403Liabilities 2018: $6,390,683Net Assets 2018: $3,114,7202018Assets 2019: $8,368,569Liabilities 2019: $1,800,311Net Assets 2019: $6,568,2582019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2013

Assets$19,747,960
Liabilities$4,596,547
Net Assets$15,151,413
Open 2013 Filing

Operations Trend

Revenue Growth8th percentile

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

$15M$10M$5.0M$0-$5.0M-$10MExpenses 2010: $5,832,1302010Expenses 2011: $7,552,3462011Revenue 2012: $4,151,479Expenses 2012: $7,864,584Net Income 2012: -$3,713,1052012Revenue 2013: $3,167,333Expenses 2013: $8,813,268Net Income 2013: -$5,645,9352013Revenue 2014: $5,095,962Expenses 2014: $8,096,143Net Income 2014: -$3,000,1812014Revenue 2015: $4,830,466Expenses 2015: $7,402,654Net Income 2015: -$2,572,1882015Revenue 2016: $6,703,144Expenses 2016: $9,479,887Net Income 2016: -$2,776,7432016Revenue 2017: $7,779,044Expenses 2017: $9,198,563Net Income 2017: -$1,419,5192017Revenue 2018: $8,999,978Expenses 2018: $10,023,279Net Income 2018: -$1,023,3012018Revenue 2019: $10,918,069Expenses 2019: $7,522,357Net Income 2019: $3,395,7122019Revenue 2020: $194,308Expenses 2020: -$603,058Net Income 2020: $797,3662020

Highlighted filing

2013

Revenue$3,167,333
Expenses$8,813,268
Net Income-$5,645,935
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Sep 23, 2014
Return Version
2013v3.1
Gross Receipts
$7,992,131
Mission and Program Overview

Mission

To provide health benefits to plan participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$23,555,589$19,583,414▼ $3,972,175
Rtn Earn Endowment Incm Other Fnds$20,635,215$15,151,413▼ $5,483,802
Savings and Temporary Cash Investments$217,610$0▼ $217,610
Accounts Receivable$188,000$145,300▼ $42,700
Cash and Non-Interest-Bearing Accounts$254,746$19,246▼ $235,500
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--
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$24,215,945$19,747,960▼ $4,467,985
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$3,566,135$4,585,410▲ $1,019,275
Accounts Payable and Accrued Expenses$14,595$11,137▼ $3,458
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$3,580,730$4,596,547▲ $1,015,817
Net Assets / Fund Balance
Total Net Assets Fund Balance$20,635,215$15,151,413▼ $5,483,802
Total Liabilities and Net Assets / Fund Balance$24,215,945$19,747,960▼ $4,467,985
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Bill HarrisTrustee
Darrell EastwoodTrustee
Francisco VazquezTrustee
Hal JensenTrustee
Joe OstmeyerTrustee
Kevin BardenTrustee
Marc FurmanTrustee
Mark ThompsonTrustee
Mike MaleckiTrustee
Richard LawrenceTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,992,705
Investment Income
$1,136,489
Other Revenue
$38,139
Change in Net Assets
$-5,645,935

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,167,333
Revenue Not Reported on Form 990
$162,133
Total Revenue per Audited Statements
$3,329,466
Total Revenue per Form 990
$3,167,333
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$289,155
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---$8,524,113
Fees for Services Other---$88,928
Office Expenses---$69,107
Fees for Services Management---$67,881
Fees for Services Accounting---$25,340
Fees for Services Legal---$12,763
Depreciation Depletion---$12,760
Fees for Service Investment Mgmnt Fees---$11,918
Conferences and Meetings---$458
Total Functional Expenses$0$0$0$8,813,268

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,813,268
Total Expenses per Audited Statements$8,813,268
Total Expenses per Form 990$8,813,268
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
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
Benefit Obligations$4,585,410
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

Governance Explanations

PART VI, LINE 8B:

“The plan does not have any committees with authority to act on behalf of the governing body. Part vi, line 11b: the administrative office reviewed the completed form 990 before it was filed. Any unusual items were brought to the boards attention. Part vi, line 12c: the plan regularly monitors its conflict of interest policy by requiring trustees to review the policy and disclose any conflicts. Part vi, line 19: the governing documents, conflict of interest policy and financial statements are available to participants upon request. Part vii, column e: compensation paid to the trustees by their not-for-profit employers is properly reported on the employer's annual tax filings. Please contact the administrative office if you have additional questions.”

Filing and Contact Details

Filer

EIN
84-0922842
In Care Of
% PATI PIRO
Phone
3036544411

Signing Officer

Name
Pati Piro
Title
administrative manager
Phone
8006544411
Signed
2014-09-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pati Piro
Formed
1965
Legal Domicile
Co
Voting Board Members
10
Independent Board Members
10
Employees
7
Volunteers
0

Preparer

Preparer
Miller Kaplan Arase LLP
Phone
8187692010
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The plan has adopted guidance on accounting for uncertainty in income taxes issued by the financial accounting standards board. The plan administrator believes that the plan has taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance. Certain information returns are subject to examination by authorities.”

Raw XML AppendixShowing 400 of 420 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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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine10INFO AT TRUST OFFICE & IS
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IRS990/USAddress/State0OR
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ReturnHeader/BuildTS02015-11-30 17:44:51Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-23
ReturnHeader/Filer/BusinessName/BusinessNameLine10COLORADO CARPENTERS' AND MILLWRIGHTS' HEALTH
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ReturnHeader/Filer/BusinessNameControlTxt0COLO

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,747,960
Liabilities
$4,596,547
Net assets
$15,151,413
Revenue
$3,167,333
Expenses
$8,813,268
Net income
-$5,645,935
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.19$0.60$0.80
2019Detailed filing. Detailed filing data is available for this year.$8.37$1.80$6.57$10.9$7.52$3.40
2018Detailed filing. Detailed filing data is available for this year.$9.51$6.39$3.11$9.00$10.0$1.02
2017Detailed filing. Detailed filing data is available for this year.$10.4$5.96$4.42$7.78$9.20$1.42
2016Detailed filing. Detailed filing data is available for this year.$10.9$5.50$5.44$6.70$9.48$2.78
2015Detailed filing. Detailed filing data is available for this year.$12.6$4.42$8.19$4.83$7.40$2.57
2014Detailed filing. Detailed filing data is available for this year.$15.9$4.99$10.9$5.10$8.10$3.00
2013Detailed filing. Detailed filing data is available for this year.$19.7$4.60$15.2$3.17$8.81$5.65
2012Summary only. Only limited summary data is available for this year.$24.2$3.58$20.6$4.15$7.86$3.71
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.1$2.63$23.4$7.55
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.6$2.47$27.1$5.83