Civic Intelligence

Utah-Idaho Teamsters Security Fund

990 • Fiscal year 2013 • EIN 87-6122720

May 01, 2012 to Apr 30, 2013 • Filed on Feb 03, 2014

Organization ProfileN/A

View Organization Page

PO Box 3074984130
Siviq Scores

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

Liabilities / Assets

44th percentile

0.02x

Higher debt load relative to assets than 44% of similar nonprofits.

2013 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

89th percentile

24%

Faster asset growth than 89% of similar nonprofits.

2013 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$33,296,587

Up $6,404,613 (+24%) from 2012

Net Assets

Up

$32,781,476

Up $6,503,985 (+25%) from 2012

Liabilities

Down

$515,111

Down $99,372 (-16%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$32,063,920

Up $2,717,654 (+9.3%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$80M$60M$40M$20M$0Assets 2010: $48,828,090Liabilities 2010: $2,527,881Net Assets 2010: $46,300,2092010Assets 2011: $50,193,914Liabilities 2011: $1,760,187Net Assets 2011: $48,433,7272011Assets 2012: $26,891,974Liabilities 2012: $614,483Net Assets 2012: $26,277,4912012Assets 2013: $33,296,587Liabilities 2013: $515,111Net Assets 2013: $32,781,4762013Assets 2014: $31,420,461Liabilities 2014: $934,423Net Assets 2014: $30,486,0382014Assets 2015: $29,308,819Liabilities 2015: $1,156,711Net Assets 2015: $28,152,1082015Assets 2016: $27,347,986Liabilities 2016: $155,042Net Assets 2016: $27,192,9442016Assets 2017: $33,920,704Liabilities 2017: $187,111Net Assets 2017: $33,733,5932017Assets 2018: $43,048,940Liabilities 2018: $1,796,905Net Assets 2018: $41,252,0352018Assets 2019: $44,723,206Liabilities 2019: $555,163Net Assets 2019: $44,168,0432019Assets 2020: $48,194,076Liabilities 2020: $79,087Net Assets 2020: $48,114,9892020Assets 2021: $60,561,231Liabilities 2021: $74,562Net Assets 2021: $60,486,6692021Assets 2022: $66,405,330Liabilities 2022: $180,041Net Assets 2022: $66,225,2892022Assets 2023: $68,838,027Liabilities 2023: $190,513Net Assets 2023: $68,647,5142023Assets 2024: $73,408,211Liabilities 2024: $715,826Net Assets 2024: $72,692,3852024Assets 2025: $78,837,029Liabilities 2025: $95,633Net Assets 2025: $78,741,3962025

Highlighted filing

2013

Assets$33,296,587
Liabilities$515,111
Net Assets$32,781,476
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80M$60M$40M$20M$0-$20MExpenses 2010: $26,553,4572010Expenses 2011: $29,148,3502011Expenses 2012: $29,346,2662012Expenses 2013: $32,063,9202013Revenue 2014: $32,336,946Expenses 2014: $34,165,904Net Income 2014: -$1,828,9582014Revenue 2015: $34,269,594Expenses 2015: $36,784,439Net Income 2015: -$2,514,8452015Revenue 2016: $38,402,430Expenses 2016: $39,212,382Net Income 2016: -$809,9522016Revenue 2017: $39,997,310Expenses 2017: $33,090,236Net Income 2017: $6,907,0742017Revenue 2018: $43,459,729Expenses 2018: $35,614,464Net Income 2018: $7,845,2652018Revenue 2019: $47,139,744Expenses 2019: $44,678,722Net Income 2019: $2,461,0222019Revenue 2020: $52,037,239Expenses 2020: $48,871,144Net Income 2020: $3,166,0952020Revenue 2021: $58,180,843Expenses 2021: $45,461,107Net Income 2021: $12,719,7362021Revenue 2022: $62,476,382Expenses 2022: $52,727,212Net Income 2022: $9,749,1702022Revenue 2023: $59,651,210Expenses 2023: $57,587,945Net Income 2023: $2,063,2652023Revenue 2024: $59,582,095Expenses 2024: $60,267,983Net Income 2024: -$685,8882024Revenue 2025: $67,114,746Expenses 2025: $63,409,917Net Income 2025: $3,704,8292025

Highlighted filing

2013

Revenue-
Expenses$32,063,920
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2012 to Apr 30, 2013
Signed
Feb 3, 2014
Return Version
2012v2.0
Gross Receipts
$32,036,621
Filing and Contact Details

Filer

EIN
87-6122720
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IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0The Trust follows the recommendations of Financial Accounting Standards Board ("FASB") Accounting Standards Codification ("ASC") 820 Fair Value Measurements and Disclosures for financial assets and liabilities measured on a recurring basis. ASC 820 clarifies that fair value is an exit price, representing the amount that would be received upon the sale of an asset, or the amount paid to transfer a liability in an orderly transaction between market participants. As such, fair value is a market-based measurement that should be determined based on assumptions that market participants would use in pricing an asset or liability.ASC 820 established a framework for measuring fair value. That framework provides a fair value hierarchy that prioritizes the inputs to valuation techniques used to measure fair value. The hierarchy gives the highest priority to unadjusted quoted prices in active markets for identical assets or liabilities (level 1 measurements) and the lowest priority to unobservable inputs (level 3 measurements).The three levels of the fair value hierarchy under ASC 820 are described below:Level 1Inputs to the valuation methodology are unadjusted quoted prices for identical assets or liabilities in active markets that the Trust has the ability to access.Level 2Inputs to the valuation methodology include: - Quoted prices for similar assets or liabilities in active markets; - Quoted prices for identical or similar assets or liabilities in inactive markets; - Inputs other than quoted prices that are observable for the asset or liability; - Inputs that are derived principally from or corroborated by observable market data by correlation or other means. If the asset or liability has a specified (contractual) term, the Level 2 input must be observable for substantially the full term of the asset or liability.Level 3Inputs to the valuation methodology are unobservable and significant to the fair value measurement.The asset or liability's fair value measurement level within the fair value hierarchy is based on the lowest level of any input that is significant to the fair value measurement. Valuation techniques used need to maximize the use of observable inputs and minimize the use of unobservable inputs.The preceding methods described may produce a fair value calculation that may not be indicative of net realizable value or reflective of future fair values. Furthermore, although the Trust believes its valuation methods are appropriate and consistent with other market participants, the use of different methodologies or assumptions to determine the fair value of certain financial instruments could result in a different fair value measurement at the reporting date.The Trust has adopted the reporting requirements of FASB Accounting Standards Update 2010-06, Fair Value Measurements and Disclosures: Improving Disclosures about Fair Value Measurements, which changes the way transfers in and out of Levels 1 and 2, activity in Level 3 fair value measurements, and inputs and valuation techniques are reported. There are three general valuation techniques that may be used to measure fair value, as described below: Market approach Uses prices and other relevant information generated by market transactions involving identical or comparable assets or liabilities. Prices may be indicated by pricing guides, sale transactions, market trades, or other sources; Cost approach Based on the amount that currently would be required to replace the service capacity of an asset (replacement cost); Income approach Uses valuation techniques to convert future amounts to a single present amount based on current market expectations about the future amounts (includes present value techniques, and option-pricing models). Net present value is an income approach where a stream of expected cash flows is discounted at an appropriate market interest rate.Assets itemized below were measured at fair value during the year ended April 30, 2012 using the market approach.The f
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IRS990ScheduleO/GeneralExplanation/Explanation0TRANSFER OF AGC WELFARE TRUST = $10827514
IRS990ScheduleO/GeneralExplanation/Explanation1No documents available to the public.
IRS990ScheduleO/GeneralExplanation/Explanation2The Board of Trustees have adopted a Conflict of Interest Policy. Each year each Trustee is mailed a Conflict of Interest letter asking them to disclose any potential conflict of interest. The contract administrator gathers all of the responses and should a conflict arise, brings it to the full Board of Trustees.
IRS990ScheduleO/GeneralExplanation/Explanation3The Board of Trustees retains an independent CPA firm to perform an annual audit and prepares the annual tax form 990. Each Board member is given a copy of the 990. The 990 is reviewed by the CPA with the Board of Trustees and once the Trustees are satisfied that the return is complete and accurate they authorize the CPA to electronically file it.
IRS990ScheduleO/GeneralExplanation/Explanation4THE TRUSTEES HAVE RETAINED CORBETT BENEFIT TO ACT AS THE ADMINISTRATOR OF THE HEALTH CARE PROVISIONS OF THE TRUST. CORBETT BENEFIT IS NOT RELATED TO ANY OF THE TRUSTEES AND IS AN INDEPENDENT THIRD PARTY ADMINISTRATOR. CORBETT BENEFIT IS A PARTY-IN-INTEREST.
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990, Part XI, Line 9
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990, Part VI, Line 19
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990, Part VI, Line 12c
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990, Part VI, Line 11b
IRS990ScheduleO/GeneralExplanation/Identifier4Form 990, Part VI, Line 3
IRS990ScheduleO/GeneralExplanation/ReturnReference0Other Changes In Net Assets Or Fund Balances - Other Increases
IRS990ScheduleO/GeneralExplanation/ReturnReference1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/GeneralExplanation/ReturnReference2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/GeneralExplanation/ReturnReference3Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/GeneralExplanation/ReturnReference4Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company
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IRS990/TaxablePartyNotification0false
IRS990/TaxExemptBonds0false
IRS990/Terminated0false
IRS990/TermOrPermanentEndowments0false
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine102621 SOUTH 3270 WEST
IRS990/TheBooksAreInCareOf/AddressUS/City0SALT LAKE CITY
IRS990/TheBooksAreInCareOf/AddressUS/State0UT
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode084130
IRS990/TheBooksAreInCareOf/NamePerson0FRANK CORBETT
IRS990/TheBooksAreInCareOf/TelephoneNumber08019721177
IRS990/TotalAssets/BOY026891974
IRS990/TotalAssetsBOY026891974
IRS990/TotalAssets/EOY033296587
IRS990/TotalAssetsEOY033296587
IRS990/TotalCompGT150K0false
IRS990/TotalContributions00
IRS990/TotalExpensesCurrentYear032063920
IRS990/TotalExpensesPriorYear029346266
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral00
IRS990/TotalFunctionalExpenses/ProgramServices00
IRS990/TotalFunctionalExpenses/Total032063920
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY0614483
IRS990/TotalLiabilitiesBOY0614483
IRS990/TotalLiabilities/EOY0515111
IRS990/TotalLiabilitiesEOY0515111
IRS990/TotalLiabNetAssetsFundBalances/BOY026891974
IRS990/TotalLiabNetAssetsFundBalances/EOY033296587
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers011
IRS990/TotalNetAssetsFundBalances/BOY026277491
IRS990/TotalNetAssetsFundBalances/EOY032781476
IRS990/TotalOtherRevenue00
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProgramServiceRevenue026331879
IRS990/TotalRevenueCurrentYear027329553
IRS990/TotalRevenuePriorYear027649911
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome027329553
IRS990/TotalRevenue/TotalRevenueColumn027329553
IRS990/TransactionRelatedEntity0false
IRS990/TransfersToExemptNonChrtblOrg0false
IRS990/TravelEntrtnmntPublicOfficials/Total00
IRS990/Travel/Total020689
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome0false
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy0false
IRS990/YearFormation01956
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0876122720
ReturnHeader/Filer/Name/BusinessNameLine10UTAH-IDAHO TEAMSTERS SECURITY FUND
ReturnHeader/Filer/NameControl0UTAH
ReturnHeader/Filer/Phone08019721177
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 30749
ReturnHeader/Filer/USAddress/City0SALT LAKE CITY
ReturnHeader/Filer/USAddress/State0UT
ReturnHeader/Filer/USAddress/ZIPCode084130
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02014-02-03
ReturnHeader/Officer/Name0SPENCER HOGUE
ReturnHeader/Officer/Title0TRUSTEE ELECT
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10HAYNIE AND COMPANY CPAS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101785 West 2300 South
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Salt Lake City
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0UT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0841192065
ReturnHeader/Preparer/Name0Scott A Czaja CPA
ReturnHeader/Preparer/Phone08019724800
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-05-01

Document Assets

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$33,296,587
Liabilities
$515,111
Net assets
$32,781,476
Revenue
-
Expenses
$32,063,920
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$78.8$0.10$78.7$67.1$63.4$3.70
2024Detailed filing. Detailed filing data is available for this year.$73.4$0.72$72.7$59.6$60.3$0.69
2023Detailed filing. Detailed filing data is available for this year.$68.8$0.19$68.6$59.7$57.6$2.06
2022Detailed filing. Detailed filing data is available for this year.$66.4$0.18$66.2$62.5$52.7$9.75
2021Detailed filing. Detailed filing data is available for this year.$60.6$0.07$60.5$58.2$45.5$12.7
2020Detailed filing. Detailed filing data is available for this year.$48.2$0.08$48.1$52.0$48.9$3.17
2019Detailed filing. Detailed filing data is available for this year.$44.7$0.56$44.2$47.1$44.7$2.46
2018Detailed filing. Detailed filing data is available for this year.$43.0$1.80$41.3$43.5$35.6$7.85
2017Detailed filing. Detailed filing data is available for this year.$33.9$0.19$33.7$40.0$33.1$6.91
2016Detailed filing. Detailed filing data is available for this year.$27.3$0.16$27.2$38.4$39.2$0.81
2015Detailed filing. Detailed filing data is available for this year.$29.3$1.16$28.2$34.3$36.8$2.51
2014Detailed filing. Detailed filing data is available for this year.$31.4$0.93$30.5$32.3$34.2$1.83
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.3$0.52$32.8$32.1
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.9$0.61$26.3$29.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.2$1.76$48.4$29.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$48.8$2.53$46.3$26.6