Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Utah Carpenters Health & Welfare Trust
EIN 87-6120064 • 501(c)9 • Salt Lake City, UT
Profile
The utah carpenters health & welfare trust is a collectively bargained 501(c)(9) taft-hartley voluntary employee benefit association. The trust provides health insurance coverage for participants working in covered jurisdiction.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
25th percentile
Higher net margin than 25% of similar nonprofits.
Top Officer Pay
75th percentile
Higher top officer pay than 75% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
46th percentile
Faster asset growth than 46% of similar nonprofits.
Revenue Growth
33rd percentile
Faster revenue growth than 33% of similar nonprofits.
Balance Sheet
Assets
Down$0
Down $137,991 (-100%) from 2014
Liabilities
-
No earlier filing loaded for comparison.
Net Assets
Down$0
Down $135,639 (-100%) from 2014
Revenue
Down$31,374
Down $120,901 (-79%) from 2014
Expenses
Down$167,013
Down $152,319 (-48%) from 2014
Net Income
Up-$135,639
Up $31,418 (+19%) from 2014
Trend Graphs
Filings
Most recent year
2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $0
- Liabilities
- -
- Net assets
- $0
- Revenue
- $31,374
- Expenses
- $167,013
- Net income
- -$135,639
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2014 to Jun 30, 2015
- Signed
- May 10, 2016
- Return Version
- 2014v6.0
- Gross Receipts
- $31,374
Mission and Program Overview
Mission
The utah carpenters health and welfare trust is a collectively bargained 501 (c) (9) taft-hartley volunteer employee benefit association. The trust provides health insurance coverage for participants working in covered jurisdiction.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| N/A | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| NORM AVERY | Chairman | - | $0 | - | - |
| ROBERT BERGMAN | Trustee | - | $0 | - | - |
| GORDON K HUBEL | Trustee | - | $0 | - | - |
| JIM SALA | Trustee | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Utah Carpenters Health & Welfare
- EIN
- 87-6120064
- Address
- 2156 WEST 2200 SOUTH, SALT LAKE CITY, UT 84119
Signing Officer
- Name
- Norm Avery
- Title
- Chairman
- Signed
- 2016-05-10
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Wsrp LLC
- Address
- 155 N 400 W STE 400, SALT LAKE CITY, UT 84103
- Preparer
- Scott a Czaja CPA
- Phone
- 8013282011
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 8
“Other revenue 1,526 total 1,526”
Form 990-ez, Part I, Line 16
“Expenses office expense 30 insurance 6,595 bank service charges 1,469 contract administrator 13,500 telephone 46 total 21,640”
Form 990-ez, Part II, Line 24
“Prepaid expenses and deferred charges 861 0 total 861 0”
Form 990-ez, Part II, Line 26
“Accounts payable and accrued expenses 2,352 0”
Form 990-ez, Part III
“The utah carpenters health and welfare trust is a collectively bargained 501 (c) (9) taft-hartley volunteer employee benefit association. The trust provides health insurance coverage for participants working in covered jurisdiction.”
Form 990-ez, Part V, Line 34
“THE PLAN WAS TERMINATED.”
Raw XML Appendix116 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.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BenefitsPaidToOrForMembersAmt | 0 | 108945 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | COMPUSYS OF UTAH INC |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8019731001 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2156 W 2200 S |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | SALT LAKE CITY |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | UT |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 84119 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 137130 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -135639 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 36377 |
| IRS990EZ/FinalReturnInd | 0 | X |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 137991 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 31374 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 4 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 135639 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 135639 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | NORM AVERY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | ROBERT BERGMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | GORDON K HUBEL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | JIM SALA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | CHAIRMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TRUSTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TRUSTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TRUSTEE |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | true |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 861 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 21640 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 1526 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE UTAH CARPENTERS HEALTH AND WELFARE TRUST IS A COLLECTIVELY BARGAINED 501 (C) (9) TAFT-HARTLEY VOLUNTEER EMPLOYEE BENEFIT ASSOCIATION. THE TRUST PROVIDES HEALTH INSURANCE COVERAGE FOR PARTICIPANTS WORKING IN COVERED JURISDICTION. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 51 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 29844 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | N/A |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 2352 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 167013 |
| IRS990EZ/TotalRevenueAmt | 0 | 31374 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationTrustInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleN/AssetsDistributedInd | 0 | true |
| IRS990ScheduleN/BondsOutstandingInd | 0 | false |
| IRS990ScheduleN/DirectorOfSuccessorInd | 0 | false |
| IRS990ScheduleN/EmployeeOfSuccessorInd | 0 | false |
| IRS990ScheduleN/LiabilitiesPaidInd | 0 | true |
| IRS990ScheduleN/OwnerOfSuccessorInd | 0 | false |
| IRS990ScheduleN/ReceiveCompensationInd | 0 | false |
| IRS990ScheduleN/RequiredToNotifyAGInd | 0 | false |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | OTHER REVENUE 1,526 TOTAL 1,526 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES OFFICE EXPENSE 30 INSURANCE 6,595 BANK SERVICE CHARGES 1,469 CONTRACT ADMINISTRATOR 13,500 TELEPHONE 46 TOTAL 21,640 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | PREPAID EXPENSES AND DEFERRED CHARGES 861 0 TOTAL 861 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 2,352 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE UTAH CARPENTERS HEALTH AND WELFARE TRUST IS A COLLECTIVELY BARGAINED 501 (C) (9) TAFT-HARTLEY VOLUNTEER EMPLOYEE BENEFIT ASSOCIATION. THE TRUST PROVIDES HEALTH INSURANCE COVERAGE FOR PARTICIPANTS WORKING IN COVERED JURISDICTION. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | THE PLAN WAS TERMINATED. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990-EZ, PART V, LINE 34 |
| ReturnHeader/BuildTS | 0 | 2016-08-17 19:52:53Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | NORM AVERY |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | CHAIRMAN |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2016-05-10 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | UTAH CARPENTERS HEALTH & WELFARE |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | TRUST |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | UTAH |
| ReturnHeader/Filer/EIN | 0 | 876120064 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 2156 WEST 2200 SOUTH |
| ReturnHeader/Filer/USAddress/CityNm | 0 | SALT LAKE CITY |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | UT |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 84119 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 870517754 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | WSRP LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 155 N 400 W STE 400 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | SALT LAKE CITY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | UT |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 84103 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8013282011 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2016-05-10 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | SCOTT A CZAJA CPA |
| ReturnHeader/ReturnTs | 0 | 2016-05-12T09:43:06-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2014-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2015-06-30 |
| ReturnHeader/TaxYr | 0 | 2014 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.