Civic Intelligence

Southwest Multi Craft Health & Welfare Trust Fund

990 • Fiscal year 2015 • EIN 85-6010752

Sep 01, 2014 to Aug 31, 2015 • Filed on May 02, 2016

Organization ProfileN/A

View Organization Page

2300 Buena Vista SE Suite 127Albuquerque, NM 87106

(505) 265-8422

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

2015 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2015

Liabilities / Revenue

38th percentile

0.02x

Higher debt load relative to revenue than 38% of similar nonprofits.

2015 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2015

Net Margin

29th percentile

-1.2%

Higher net margin than 29% of similar nonprofits.

2015 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2015

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2015 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2015

Asset Growth

43rd percentile

-0.2%

Faster asset growth than 43% of similar nonprofits.

2015 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Revenue Growth

8th percentile

-33%

Faster revenue growth than 8% of similar nonprofits.

2015 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$52,021,748

Down $113,963 (-0.2%) from 2014

Net Assets

Down

$51,821,433

Down $159,958 (-0.3%) from 2014

Liabilities

Up

$200,315

Up $45,995 (+30%) from 2014

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin29th percentile

Revenue

Down

$13,311,610

Down $6,538,188 (-33%) from 2014

Expenses

Up

$13,471,568

Up $400,209 (+3.1%) from 2014

Net Income

Down

-$159,958

Down $6,938,397 (-102%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$150M$100M$50M$0Assets 2011: $40,655,271Liabilities 2011: $15,177Net Assets 2011: $40,640,0942011Assets 2012: $42,589,957Liabilities 2012: $49,723Net Assets 2012: $42,540,2342012Assets 2013: $45,319,527Liabilities 2013: $116,575Net Assets 2013: $45,202,9522013Assets 2014: $52,135,711Liabilities 2014: $154,320Net Assets 2014: $51,981,3912014Assets 2015: $52,021,748Liabilities 2015: $200,315Net Assets 2015: $51,821,4332015Assets 2016: $54,903,517Liabilities 2016: $39,024Net Assets 2016: $54,864,4932016Assets 2017: $61,104,993Liabilities 2017: $167,683Net Assets 2017: $60,937,3102017Assets 2018: $70,302,823Liabilities 2018: $323,296Net Assets 2018: $69,979,5272018Assets 2019: $73,450,926Liabilities 2019: $330,701Net Assets 2019: $73,120,2252019Assets 2020: $85,176,452Liabilities 2020: $223,862Net Assets 2020: $84,952,5902020Assets 2021: $105,384,476Liabilities 2021: $290,847Net Assets 2021: $105,093,6292021Assets 2022: $97,020,451Liabilities 2022: $213,683Net Assets 2022: $96,806,7682022Assets 2024: $143,543,196Liabilities 2024: $175,943Net Assets 2024: $143,367,2532024

Highlighted filing

2015

Assets$52,021,748
Liabilities$200,315
Net Assets$51,821,433
Open 2015 Filing

Operations Trend

Revenue Growth8th percentile

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

$60M$40M$20M$0-$20MExpenses 2011: $11,332,2402011Expenses 2012: $12,979,8972012Expenses 2013: $12,666,7262013Revenue 2014: $19,849,798Expenses 2014: $13,071,359Net Income 2014: $6,778,4392014Revenue 2015: $13,311,610Expenses 2015: $13,471,568Net Income 2015: -$159,9582015Revenue 2016: $18,505,151Expenses 2016: $15,462,091Net Income 2016: $3,043,0602016Revenue 2017: $23,116,748Expenses 2017: $17,043,931Net Income 2017: $6,072,8172017Revenue 2018: $29,418,967Expenses 2018: $20,376,750Net Income 2018: $9,042,2172018Revenue 2019: $27,366,164Expenses 2019: $24,225,466Net Income 2019: $3,140,6982019Revenue 2020: $38,771,264Expenses 2020: $28,555,675Net Income 2020: $10,215,5892020Revenue 2021: $46,203,032Expenses 2021: $26,061,993Net Income 2021: $20,141,0392021Revenue 2022: $14,464,763Expenses 2022: $22,751,624Net Income 2022: -$8,286,8612022Revenue 2024: $39,299,664Expenses 2024: $26,227,594Net Income 2024: $13,072,0702024

Highlighted filing

2015

Revenue$13,311,610
Expenses$13,471,568
Net Income-$159,958
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
May 2, 2016
Return Version
2014v6.0
Gross Receipts
$33,377,234
Mission and Program Overview

Mission

To provide accident, hospital, surgical, medical, death benefits and safety benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$51,981,391$51,821,433▼ $159,958
Investments in Publicly Traded Securities$48,482,280$46,773,395▼ $1,708,885
Savings and Temporary Cash Investments$1,698,770$3,213,339▲ $1,514,569
Accounts Receivable$1,262,928$1,287,615▲ $24,687
Investments Other Securities$482,811$547,714▲ $64,903
Cash and Non-Interest-Bearing Accounts-$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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$52,135,711$52,021,748▼ $113,963
Other Assets Total$208,922$199,685▼ $9,237
Liabilities
Accounts Payable and Accrued Expenses$154,320$200,315▲ $45,995
Total Liabilities$154,320$200,315▲ $45,995
Net Assets / Fund Balance
Total Net Assets Fund Balance$51,981,391$51,821,433▼ $159,958
Total Liabilities and Net Assets / Fund Balance$52,135,711$52,021,748▼ $113,963

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$50,000$50,000
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Eb Watson JrChairman
Bob WariankaTrustee
Charles WatsonTrustee
Ed SimsTrustee
Moises OrtegaTrustee
Rj MontoyaTrustee
Roman FeherTrustee
Steve CampbellTrustee
Jose V Atencio JrSecretary
Darrell DeaguerroVice-Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$14,541,420
Investment Income
$-1,229,810
Other Revenue
$0
Change in Net Assets
$-159,958

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,311,610
Total Revenue per Audited Statements
$13,311,610
Total Revenue per Form 990
$13,311,610
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,097,295
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$11,374,273--$11,374,273
Fees for Service Investment Mgmnt Fees-$430,023-$430,023
All Other Expenses$43,664$86,026-$129,690
Fees for Services Legal-$123,917-$123,917
Office Expenses-$85,213-$85,213
Other Expenses$80,231$642,124-$80,231
Insurance-$16,683-$16,683
Fees for Services Accounting-$7,870-$7,870
Total Functional Expenses$12,079,712$1,391,856$0$13,471,568

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$13,471,568
Total Expenses per Audited Statements$13,471,568
Total Expenses per Form 990$13,471,568
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
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 11B: Form 990 Review Process

“The form 990 is reviewed prior to filing.”

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

“AVAILABLE UPON REQUEST.”

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

“UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Southwest Multicraft
EIN
85-6010752
Phone
5052658422
Address
2300 BUENA VISTA SE SUITE 127, ALBUQUERQUE, NM 87106

Signing Officer

Name
Eb Watson Jr
Title
Chairman
Signed
2016-05-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eb Watson Jr
Formed
1960
Legal Domicile
Nm
Voting Board Members
10
Independent Board Members
0
Employees
0

Preparer

Firm
Findell & Company PC
Address
6605 Uptown Blvd NE 320, Albuquerque, NM 87110
Preparer
Max Findell Ii
Phone
5058899104
Raw XML Appendix395 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/OtherExpensesGrp/Desc2ACA TRANSITIONAL REINSURANCE
IRS990/OtherExpensesGrp/Desc3CASE MANAGEMENT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0642124
IRS990/OtherExpensesGrp/ProgramServicesAmt0405553
IRS990/OtherExpensesGrp/ProgramServicesAmt1175991
IRS990/OtherExpensesGrp/ProgramServicesAmt280231
IRS990/OtherExpensesGrp/TotalAmt0642124
IRS990/OtherExpensesGrp/TotalAmt1405553
IRS990/OtherExpensesGrp/TotalAmt2175991
IRS990/OtherExpensesGrp/TotalAmt380231
IRS990/OtherInd0X
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0EB WATSON JR
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1OTHER SUBROGATION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt014444856
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt196564
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt014444856
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt196564
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt011279994
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt07100977
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01791365
IRS990/PYProgramServiceRevenueAmt012748821
IRS990/PYRevenuesLessExpensesAmt06778439
IRS990/PYTotalExpensesAmt013071359
IRS990/PYTotalRevenueAmt019849798
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-159958
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt051981391
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt051821433
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01698770
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03213339
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt050000
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt050000
IRS990ScheduleD/ExpensesSubtotalAmt013471568
IRS990ScheduleD/RevenueSubtotalAmt013311610
IRS990ScheduleD/TotalExpensesPerForm990Amt013471568
IRS990ScheduleD/TotalRevenuePerForm990Amt013311610
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt013311610
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt013471568
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection
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/TotalAssetsBOYAmt052135711
IRS990/TotalAssetsEOYAmt052021748
IRS990/TotalAssetsGrp/BOYAmt052135711
IRS990/TotalAssetsGrp/EOYAmt052021748
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01391856
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt012079712
IRS990/TotalFunctionalExpensesGrp/TotalAmt013471568
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0154320
IRS990/TotalLiabilitiesEOYAmt0200315
IRS990/TotalLiabilitiesGrp/BOYAmt0154320
IRS990/TotalLiabilitiesGrp/EOYAmt0200315
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt051981391
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt051821433
IRS990/TotalProgramServiceRevenueAmt014541420
IRS990/TotalRevenueGrp/ExclusionAmt01491166
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt011820444
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt013311610
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt052135711
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt052021748
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt021 TWO TRAILS RD
IRS990/USAddress/CityNm0SANTA FE
IRS990/USAddress/StateAbbreviationCd0NM
IRS990/USAddress/ZIPCd087505
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EB WATSON JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHWEST MULTICRAFT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH & WELFARE TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0856010752
ReturnHeader/Filer/PhoneNum05052658422
ReturnHeader/Filer/USAddress/AddressLine1Txt02300 BUENA VISTA SE SUITE 127
ReturnHeader/Filer/USAddress/CityNm0ALBUQUERQUE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087106
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Findell & Company PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06605 Uptown Blvd NE 320
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Albuquerque
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd087110
ReturnHeader/PreparerPersonGrp/PhoneNum05058899104
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MAX FINDELL II
ReturnHeader/ReturnTs02016-05-02T10:36:42-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-09-01
ReturnHeader/TaxPeriodEndDt02015-08-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$52,021,748
Liabilities
$200,315
Net assets
$51,821,433
Revenue
$13,311,610
Expenses
$13,471,568
Net income
-$159,958
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$144$0.18$143$39.3$26.2$13.1
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$97.0$0.21$96.8$14.5$22.8$8.29
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$105$0.29$105$46.2$26.1$20.1
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$85.2$0.22$85.0$38.8$28.6$10.2
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$73.5$0.33$73.1$27.4$24.2$3.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$70.3$0.32$70.0$29.4$20.4$9.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.1$0.17$60.9$23.1$17.0$6.07
2016Detailed filing. Detailed filing data is available for this year.$54.9$0.04$54.9$18.5$15.5$3.04
2015Detailed filing. Detailed filing data is available for this year.$52.0$0.20$51.8$13.3$13.5$0.16
2014Detailed filing. Detailed filing data is available for this year.$52.1$0.15$52.0$19.8$13.1$6.78
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.3$0.12$45.2$12.7
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.6$0.05$42.5$13.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.7$0.02$40.6$11.3
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)9 • $50M-$100M nonprofits