Civic Intelligence

Ironworkers Intermountain Health & Welfare Trust

990 • Fiscal year 2019 • EIN 87-6123188

Nov 01, 2018 to Oct 31, 2019 • Filed on Sep 07, 2020

Organization ProfileN/A

View Organization Page

2156 West 2200 SouthSalt Lake City, UT 84130

(801) 606-2425

Siviq Scores

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

Liabilities / Assets

65th percentile

0.11x

Higher debt load relative to assets than 65% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

73rd percentile

0.16x

Higher debt load relative to revenue than 73% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2019

Net Margin

66th percentile

12%

Higher net margin than 66% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2019 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2019

Asset Growth

74th percentile

18%

Faster asset growth than 74% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

14th percentile

-12%

Faster revenue growth than 14% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$28,867,146

Up $4,413,986 (+18%) from 2018

Net Assets

Up

$25,599,675

Up $3,590,584 (+16%) from 2018

Liabilities

Up

$3,267,471

Up $823,402 (+34%) from 2018

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin66th percentile

Revenue

Down

$20,168,586

Down $2,625,729 (-12%) from 2018

Expenses

Up

$17,669,988

Up $313,268 (+1.8%) from 2018

Net Income

Down

$2,498,598

Down $2,938,997 (-54%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$60M$40M$20M$0Assets 2010: $22,085,766Liabilities 2010: $600,368Net Assets 2010: $21,485,3982010Assets 2011: $18,581,806Liabilities 2011: $506,481Net Assets 2011: $18,075,3252011Assets 2012: $17,694,743Liabilities 2012: $1,477,898Net Assets 2012: $16,216,8452012Assets 2013: $17,844,919Liabilities 2013: $1,528,116Net Assets 2013: $16,316,8032013Assets 2014: $16,971,792Liabilities 2014: $1,868,874Net Assets 2014: $15,102,9182014Assets 2015: $17,413,163Liabilities 2015: $1,949,098Net Assets 2015: $15,464,0652015Assets 2016: $16,845,498Liabilities 2016: $1,997,476Net Assets 2016: $14,848,0222016Assets 2017: $18,948,458Liabilities 2017: $2,103,318Net Assets 2017: $16,845,1402017Assets 2018: $24,453,160Liabilities 2018: $2,444,069Net Assets 2018: $22,009,0912018Assets 2019: $28,867,146Liabilities 2019: $3,267,471Net Assets 2019: $25,599,6752019Assets 2020: $32,140,353Liabilities 2020: $4,669,012Net Assets 2020: $27,471,3412020Assets 2021: $34,877,413Liabilities 2021: $5,154,741Net Assets 2021: $29,722,6722021Assets 2022: $33,523,734Liabilities 2022: $5,664,225Net Assets 2022: $27,859,5092022Assets 2023: $37,818,783Liabilities 2023: $6,910,815Net Assets 2023: $30,907,9682023Assets 2024: $45,740,636Liabilities 2024: $7,258,490Net Assets 2024: $38,482,1462024

Highlighted filing

2019

Assets$28,867,146
Liabilities$3,267,471
Net Assets$25,599,675
Open 2019 Filing

Operations Trend

Revenue Growth14th percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $19,491,0202010Expenses 2011: $17,813,3742011Expenses 2012: $17,806,1332012Expenses 2013: $15,779,5222013Revenue 2014: $17,616,196Expenses 2014: $18,710,507Net Income 2014: -$1,094,3112014Revenue 2015: $19,749,760Expenses 2015: $18,550,542Net Income 2015: $1,199,2182015Revenue 2016: $19,041,127Expenses 2016: $18,946,446Net Income 2016: $94,6812016Revenue 2017: $20,635,143Expenses 2017: $18,895,323Net Income 2017: $1,739,8202017Revenue 2018: $22,794,315Expenses 2018: $17,356,720Net Income 2018: $5,437,5952018Revenue 2019: $20,168,586Expenses 2019: $17,669,988Net Income 2019: $2,498,5982019Revenue 2020: $20,008,058Expenses 2020: $18,652,154Net Income 2020: $1,355,9042020Revenue 2021: $19,754,771Expenses 2021: $18,632,111Net Income 2021: $1,122,6602021Revenue 2022: $19,604,764Expenses 2022: $17,460,665Net Income 2022: $2,144,0992022Revenue 2023: $21,233,427Expenses 2023: $16,833,425Net Income 2023: $4,400,0022023Revenue 2024: $24,088,802Expenses 2024: $19,584,299Net Income 2024: $4,504,5032024

Highlighted filing

2019

Revenue$20,168,586
Expenses$17,669,988
Net Income$2,498,598
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2018 to Oct 31, 2019
Signed
Sep 7, 2020
Return Version
2018v3.1
Gross Receipts
$20,168,586
Mission and Program Overview

Mission

Provide health & welfare benefits

Provide heath & welfare benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$22,009,091$25,599,675▲ $3,590,584
Investments in Publicly Traded Securities$17,741,930$20,230,151▲ $2,488,221
Cash and Non-Interest-Bearing Accounts$2,755,352$4,044,425▲ $1,289,073
Accounts Receivable$2,561,598$2,352,696▼ $208,902
Savings and Temporary Cash Investments$1,388,414$2,234,008▲ $845,594
Prepaid Expenses and Deferred Charges$5,866$5,866→ $0
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$24,453,160$28,867,146▲ $4,413,986
Other Assets Total-$0-
Liabilities
Other Liabilities$1,587,973$2,466,467▲ $878,494
Accounts Payable and Accrued Expenses$856,096$801,004▼ $55,092
Total Liabilities$2,444,069$3,267,471▲ $823,402
Net Assets / Fund Balance
Total Net Assets Fund Balance$22,009,091$25,599,675▲ $3,590,584
Total Liabilities and Net Assets / Fund Balance$24,453,160$28,867,146▲ $4,413,986
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Bob GrotheTrustee
Burnie ZercherTrustee
Dick DevriesTrustee
Doug ThomasTrustee
Lillian SantillanesTrustee
Lonzo WestTrustee
Mark CalkinsTrustee
Mark MundyTrustee
Rick MeyerTrustee
Tom Moen JrTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$19,909,405
Investment Income
$234,535
Other Revenue
$24,646
Change in Net Assets
$2,498,598

Audited Revenue Reconciliation

Revenue per Audited Statements
$20,138,222
Revenue Not Reported on Financial Statements
$30,364
Revenue Not Reported on Form 990
$1,091,986
Total Revenue per Audited Statements
$21,230,208
Total Revenue per Form 990
$20,168,586
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,546,355
Salaries, Compensation, and Employee Benefits$12,834
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$16,110,799
All Other Expenses---$338,359
Fees for Services Legal---$111,495
Other Expenses---$101,563
Fees for Services Accounting---$66,792
Payroll Taxes---$12,834
Conferences and Meetings---$10,693
Total Functional Expenses$0$0$0$17,669,988

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$17,669,988
Expenses per Audited Statements$17,639,624
Total Expenses per Audited Statements$17,639,624
Expenses Not Reported on Financial Statements$30,364
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
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Health Reimbursement Account$2,435,066
Contractor Deposits$31,401
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
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
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 990 is approved for filing by at least one trustee.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“A business affiliate that is aware of any violations must immediately report such a violation, and the Board of Trustees investigates as appropriate.”

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

“Governing documents, conflict of interest policy and financial statements are available to plan participants - not available to the general public.”

Filing and Contact Details

Filer

Filer Name
Ironworkers Intermountain Health &
EIN
87-6123188
Phone
8016062425
Address
2156 WEST 2200 SOUTH, SALT LAKE CITY, UT 84130

Signing Officer

Name
Lillian Santillanes
Title
Trustee
Signed
2020-09-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lillian Santillanes
Voting Board Members
10
Independent Board Members
10
Employees
0

Preparer

Firm
Haynie & Company
Address
1785 WEST 2300 SOUTH, SALT LAKE CITY, UT 84119-2065
Preparer
Stephen M Halley CPA
Phone
8019724800
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IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05866
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05866
IRS990/PrincipalOfficerNm0LILLIAN SANTILLANES
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IRS990/ProgramServiceRevenueGrp/Desc0CONTRIBUTIONS BARGAINING
IRS990/ProgramServiceRevenueGrp/Desc1CONTRIBUTIONS NON-BARGAIN
IRS990/ProgramServiceRevenueGrp/Desc2CONTRIBUTIONS SELF PAY RE
IRS990/ProgramServiceRevenueGrp/Desc3CONTRIBUTIONS TO SUPPLEME
IRS990/ProgramServiceRevenueGrp/Desc4RECIPROCAL TRANSFERS
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1618728
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2880698
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt390509
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4629048
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt017626309
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1618728
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2880698
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt390509
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4629048
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IRS990/PYBenefitsPaidToMembersAmt015942760
IRS990/PYInvestmentIncomeAmt0138849
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IRS990/PYOtherExpensesAmt01405483
IRS990/PYOtherRevenueAmt0590496
IRS990/PYProgramServiceRevenueAmt022064970
IRS990/PYRevenuesLessExpensesAmt05437595
IRS990/PYSalariesCompEmpBnftPaidAmt08477
IRS990/PYTotalExpensesAmt017356720
IRS990/PYTotalRevenueAmt022794315
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt02498598
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt025599675
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01388414
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02234008
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IRS990ScheduleD/ExpensesNotRptFinclStmtAmt030364
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IRS990ScheduleD/InvestmentExpensesNotIncld2Amt030364
IRS990ScheduleD/InvestmentExpensesNotIncldAmt030364
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01091986
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt031401
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12435066
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Contractor Deposits
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Health Reimbursement Account
IRS990ScheduleD/RevenueNotReportedAmt01091986
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt030364
IRS990ScheduleD/RevenueSubtotalAmt020138222
IRS990ScheduleD/TotalExpensesPerForm990Amt017669988
IRS990ScheduleD/TotalLiabilityAmt02466467
IRS990ScheduleD/TotalRevenuePerForm990Amt020168586
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt021230208
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt017639624
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 990 is approved for filing by at least one trustee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A business affiliate that is aware of any violations must immediately report such a violation, and the Board of Trustees investigates as appropriate.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Governing documents, conflict of interest policy and financial statements are available to plan participants - not available to the general public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
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IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesGrp/BOYAmt02444069
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt020168586
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt028867146
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02156 WEST 2200 SOUTH
IRS990/USAddress/CityNm0SALT LAKE CITY
IRS990/USAddress/StateAbbreviationCd0UT
IRS990/USAddress/ZIPCd0841300124
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LILLIAN SANTILLANES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IRONWORKERS INTERMOUNTAIN HEALTH &
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WELFARE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0IRON
ReturnHeader/Filer/EIN0876123188
ReturnHeader/Filer/PhoneNum08016062425
ReturnHeader/Filer/USAddress/AddressLine1Txt02156 WEST 2200 SOUTH
ReturnHeader/Filer/USAddress/CityNm0SALT LAKE CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084130
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870325228
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAYNIE & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01785 WEST 2300 SOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALT LAKE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0841192065
ReturnHeader/PreparerPersonGrp/PhoneNum08019724800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephen M Halley CPA

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,867,146
Liabilities
$3,267,471
Net assets
$25,599,675
Revenue
$20,168,586
Expenses
$17,669,988
Net income
$2,498,598
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.7$7.26$38.5$24.1$19.6$4.50
2023Detailed filing. Detailed filing data is available for this year.$37.8$6.91$30.9$21.2$16.8$4.40
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.5$5.66$27.9$19.6$17.5$2.14
2021Detailed filing. Detailed filing data is available for this year.$34.9$5.15$29.7$19.8$18.6$1.12
2020Detailed filing. Detailed filing data is available for this year.$32.1$4.67$27.5$20.0$18.7$1.36
2019Detailed filing. Detailed filing data is available for this year.$28.9$3.27$25.6$20.2$17.7$2.50
2018Detailed filing. Detailed filing data is available for this year.$24.5$2.44$22.0$22.8$17.4$5.44
2017Detailed filing. Detailed filing data is available for this year.$18.9$2.10$16.8$20.6$18.9$1.74
2016Detailed filing. Detailed filing data is available for this year.$16.8$2.00$14.8$19.0$18.9$0.09
2015Detailed filing. Detailed filing data is available for this year.$17.4$1.95$15.5$19.7$18.6$1.20
2014Detailed filing. Detailed filing data is available for this year.$17.0$1.87$15.1$17.6$18.7$1.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.8$1.53$16.3$15.8
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.7$1.48$16.2$17.8
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.6$0.51$18.1$17.8
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.1$0.60$21.5$19.5