Civic Intelligence

Utah Laborers Health & Welfare Fund

EIN 87-6154800 • 501(c)9 • Salt Lake City, UT

View Organization Page

Profile

To provide health benefits to Plan participants.

2156 West 2200 SouthSalt Lake City, UT 84119-1376

n/a

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2018

Liabilities / Revenue

52nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $1M-$5M nonprofits • Source year 2018

Net Margin

6th percentile

-144%

Higher net margin than 6% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

501(c)9 • $1M-$5M nonprofits • Source year 2018

Asset Growth

14th percentile

-100%

Faster asset growth than 14% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

9th percentile

-46%

Faster revenue growth than 9% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $3,267,560 (-100%) from 2017

Liabilities

Down

$0

Down $735,231 (-100%) from 2017

Net Assets

Down

$0

Down $2,532,329 (-100%) from 2017

Operations
Liabilities / Revenue52nd percentileNet Margin6th percentile

Revenue

Down

$1,693,147

Down $1,420,498 (-46%) from 2017

Expenses

Up

$4,127,778

Up $1,751,090 (+74%) from 2017

Net Income

Down

-$2,434,631

Down $3,171,588 (-430%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth14th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2010: $2,926,395Liabilities 2010: $1,888,805Net Assets 2010: $1,037,5902010Assets 2011: $4,471,167Liabilities 2011: $2,179,556Net Assets 2011: $2,291,6112011Assets 2012: $3,769,611Liabilities 2012: $2,593,402Net Assets 2012: $1,176,2092012Assets 2013: $2,321,277Liabilities 2013: $2,039,828Net Assets 2013: $281,4492013Assets 2014: $1,258,309Liabilities 2014: $994,656Net Assets 2014: $263,6532014Assets 2015: $2,086,059Liabilities 2015: $871,862Net Assets 2015: $1,214,1972015Assets 2016: $2,853,119Liabilities 2016: $1,121,605Net Assets 2016: $1,731,5142016Assets 2017: $3,267,560Liabilities 2017: $735,231Net Assets 2017: $2,532,3292017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2018

Assets$0
Liabilities$0
Net Assets$0
Open 2018 Filing

Operations Trend

Revenue Growth9th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $4,772,9922010Expenses 2011: $4,784,3382011Expenses 2012: $6,835,0322012Expenses 2013: $4,881,0842013Revenue 2014: $3,064,368Expenses 2014: $3,061,887Net Income 2014: $2,4812014Revenue 2015: $3,330,874Expenses 2015: $2,374,418Net Income 2015: $956,4562015Revenue 2016: $3,315,921Expenses 2016: $2,795,875Net Income 2016: $520,0462016Revenue 2017: $3,113,645Expenses 2017: $2,376,688Net Income 2017: $736,9572017Revenue 2018: $1,693,147Expenses 2018: $4,127,778Net Income 2018: -$2,434,6312018

Highlighted filing

2018

Revenue$1,693,147
Expenses$4,127,778
Net Income-$2,434,631
Open 2018 Filing

Filings

Most recent year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$1,693,147
Expenses
$4,127,778
Net income
-$2,434,631
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.69$4.13$2.43
2017Detailed filing. Detailed filing data is available for this year.$3.27$0.74$2.53$3.11$2.38$0.74
2016Detailed filing. Detailed filing data is available for this year.$2.85$1.12$1.73$3.32$2.80$0.52
2015Detailed filing. Detailed filing data is available for this year.$2.09$0.87$1.21$3.33$2.37$0.96
2014Detailed filing. Detailed filing data is available for this year.$1.26$0.99$0.26$3.06$3.06$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.32$2.04$0.28$4.88
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.77$2.59$1.18$6.84
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.47$2.18$2.29$4.78
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.93$1.89$1.04$4.77
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 6, 2018
Return Version
2017v2.3
Gross Receipts
$4,176,928
Mission and Program Overview

Mission

To provide health benefits to Plan participants.

To provide health benefits to plan participants and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,538,603$0▼ $2,538,603
Accounts Receivable$465,074$0▼ $465,074
Cash and Non-Interest-Bearing Accounts$261,735$0▼ $261,735
Prepaid Expenses and Deferred Charges$2,148$0▼ $2,148
Savings and Temporary Cash Investments-$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$3,267,560$0▼ $3,267,560
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$735,231--
Total Liabilities$735,231$0▼ $735,231
Net Assets / Fund Balance
Unrestricted Net Assets$2,532,329--
Total Net Assets Fund Balance$2,532,329$0▼ $2,532,329
Total Liabilities and Net Assets / Fund Balance$3,267,560$0▼ $3,267,560
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Diane LewisChair
Andy AndersonTrustee
Brandie MorrisTrustee
Judd JonesTrustee
Kevin CoteTrustee
Richard ThornSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,520,659
Investment Income
$154,636
Other Revenue
$17,852
Change in Net Assets
$-2,434,631

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,687,230
Revenue Not Reported on Financial Statements
$5,917
Revenue Not Reported on Form 990
$-97,698
Total Revenue per Audited Statements
$1,589,532
Total Revenue per Form 990
$1,693,147
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,762,838
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---$1,364,940
Fees for Services Other---$71,504
Fees for Services Management---$56,342
Office Expenses---$40,465
Fees for Services Accounting---$32,493
Fees for Services Legal---$26,195
Fees for Service Investment Mgmnt Fees---$5,917
Insurance---$2,993
Conferences and Meetings---$2,879
Other Expenses---$1,551
Total Functional Expenses$0$0$0$4,127,778

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,127,778
Expenses per Audited Statements$4,121,861
Total Expenses per Audited Statements$1,599,362
Expenses Not Reported on Financial Statements$5,917
Expenses Not Reported on Form 990$-2,522,499
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-
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, Section B, line 11B

“The Form 990 is reviewed at the Board of Trustees meeting prior to filing the return. All board members have the opportunity to ask questions. The board chairman signs the return at the conclusion of the discussion and is responsible for filing the return.”

Form 990, Part VI, Section B, line 12C

“The trustees are to disclose any potential conflicts of interest or inquire of Plan counsel if there is a question regarding a conflict.”

Form 990, Part VI, Section C, line 19

“The documents and financial statements are available upon request by any interested party.”

Filing and Contact Details

Filer

Filer Name
Utah Laborers Health & Welfare Fund
EIN
87-6154800
Phone
8019731001
Address
2156 West 2200 South, Salt Lake City, UT 84119-1376

Signing Officer

Name
Diane Lewis
Title
Trustee
Phone
8019731010
Signed
2018-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Diane Lewis
Formed
1972
Legal Domicile
Ut
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Ssa Pc
Address
3355 American Drive, Colorado Springs, CO 80917-5707
Preparer
Stan W Schneider CPA
Phone
7195740100
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C:

“The board of trustees has oversight for the annual audit and selection of the audit firm. The process has not changed from the prior years.”

Financial Statement Notes

Part X, Line 2:

“Management performs an annual analysis of the Plan's various tax positions, assessing the likelihood of those positions being upheld upon examination by relevant taxing authorities. Management believes the Plan has conducted its operations in accordance with applicable income tax reporting requirements, and has properly maintained its tax-exempt status, and has taken no material uncertain tax positions that qualify for recognition or disclosure in the financial statements. The Plan is no longer subject to United States federal, state and local, or non-U.S. income tax examination by taxing authorities for years before 2012.”

Part XII, Line 2D - Other Adjustments:

“Asset Transfer”

Raw XML AppendixShowing 400 of 724 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0735231
IRS990/AccountsReceivableGrp/BOYAmt0465074
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0To provide health benefits to plan participants and their dependents.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt01364940
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Compusys of Utah
IRS990/BooksInCareOfDetail/PhoneNum08019731010
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02156 West 2200 South
IRS990/BooksInCareOfDetail/USAddress/CityNm0Salt Lake City
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0841191376
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0261735
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt02879
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractTerminationInd0X
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt01364940
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0154636
IRS990/CYOtherExpensesAmt02762838
IRS990/CYOtherRevenueAmt017852
IRS990/CYProgramServiceRevenueAmt01520659
IRS990/CYRevenuesLessExpensesAmt0-2434631
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt04127778
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01693147
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0The purpose of the plan is to provide participants and their dependents with health and welfare benefits. All revenue and expenses are considered to be for this purpose.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt032493
IRS990/FeesForServicesLegalGrp/TotalAmt026195
IRS990/FeesForServicesManagementGrp/TotalAmt056342
IRS990/FeesForServicesOtherGrp/TotalAmt071504
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt05917
IRS990/FinalReturnInd0X
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0Diane Lewis
IRS990/Form990PartVIISectionAGrp/PersonNm1Richard Thorn
IRS990/Form990PartVIISectionAGrp/PersonNm2Kevin Cote
IRS990/Form990PartVIISectionAGrp/PersonNm3Brandie Morris
IRS990/Form990PartVIISectionAGrp/PersonNm4Judd Jones
IRS990/Form990PartVIISectionAGrp/PersonNm5Andy Anderson
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01972
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0111762
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02595543
IRS990/GrossReceiptsAmt04176928
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt02993
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt042874
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt042874
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02538603
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt0163
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0UT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02483781
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To provide health benefits to plan participants and their dependents.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02532329
IRS990/NetAssetsOrFundBalancesEOYAmt00
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0111762
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0111762
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-97698
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt040465
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Asset Transfer
IRS990/OtherExpensesGrp/Desc1Miscellaneous
IRS990/OtherExpensesGrp/TotalAmt02522499
IRS990/OtherExpensesGrp/TotalAmt11551
IRS990/OtherRevenueMiscGrp/BusinessCd0525100
IRS990/OtherRevenueMiscGrp/BusinessCd1525100
IRS990/OtherRevenueMiscGrp/BusinessCd2525100
IRS990/OtherRevenueMiscGrp/Desc0Medicare Part D Subsid
IRS990/OtherRevenueMiscGrp/Desc1Liquidated Damages
IRS990/OtherRevenueMiscGrp/Desc2Other Income
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt017165
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1669
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt218
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt017165
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1669
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt218
IRS990/OtherRevenueTotalAmt017852
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02148
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Diane Lewis
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0Contributions
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01520659
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01520659
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt02123881
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt05021
IRS990/PYOtherExpensesAmt0252807
IRS990/PYOtherRevenueAmt017559
IRS990/PYProgramServiceRevenueAmt03091065
IRS990/PYRevenuesLessExpensesAmt0736957
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02376688
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03113645
IRS990/QuidProQuoContributionsInd00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-2434631
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt0-2522499
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt05917
IRS990ScheduleD/ExpensesSubtotalAmt04121861
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt05917
IRS990ScheduleD/InvestmentExpensesNotIncldAmt05917
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-97698
IRS990ScheduleD/OtherExpensesIncludedAmt0-2522499
IRS990ScheduleD/RevenueNotReportedAmt0-97698
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt05917
IRS990ScheduleD/RevenueSubtotalAmt01687230
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Management performs an annual analysis of the Plan's various tax positions, assessing the likelihood of those positions being upheld upon examination by relevant taxing authorities. Management believes the Plan has conducted its operations in accordance with applicable income tax reporting requirements, and has properly maintained its tax-exempt status, and has taken no material uncertain tax positions that qualify for recognition or disclosure in the financial statements. The Plan is no longer subject to United States federal, state and local, or non-U.S. income tax examination by taxing authorities for years before 2012.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Asset Transfer
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 2d - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt04127778
IRS990ScheduleD/TotalRevenuePerForm990Amt01693147
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01589532
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01599362
IRS990/ScheduleJRequiredInd00
IRS990ScheduleN/AssetsDistributedInd00
IRS990ScheduleN/AttorneyGeneralNotifiedInd00
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd00
IRS990ScheduleN/EmployeeOfSuccessorInd00
IRS990ScheduleN/LiabilitiesPaidInd00
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0Transferred cash to surviving fund as part of merger.
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0Southwest Multi-Craft Health & Welfare Trust Fund
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02018-06-30
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0856010752
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt03229000
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(c)(9)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0Face value of cash.
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt02300 Buena Vista SE Suite 127
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0Albuquerque
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0NM
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd087106
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Form 990 is reviewed at the Board of Trustees meeting prior to filing the return. All board members have the opportunity to ask questions. The board chairman signs the return at the conclusion of the discussion and is responsible for filing the return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The trustees are to disclose any potential conflicts of interest or inquire of Plan counsel if there is a question regarding a conflict.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The documents and financial statements are available upon request by any interested party.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The board of trustees has oversight for the annual audit and selection of the audit firm. The process has not changed from the prior years.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XII, Line 2c:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd60
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd70
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd80
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd90
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd100
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd110
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd120
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd130
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd140
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd150
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd160
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd170
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd180
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd190
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd200
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd210
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd220
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd230
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd240
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd250
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd260
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd270
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd280
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd4N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd5N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd6N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd7N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd8N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd9N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd10N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd11N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd12N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd13N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd14N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd15N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd16N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd17N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd18N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd19N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd20N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd21N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd22N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd23N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd24N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd25N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd26N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd27N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd28N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0870436183
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1410871375
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN2870477006
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN3330377733
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN4870222611
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN5940519552
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN6223595109
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN7930525328
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN8940925270
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN9874671367
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN10870303925
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN11941671918
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN12251024823
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN13263902945
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN14870682052
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN15341761339
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN16942787950
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN17870123690
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN18840967523
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN19911283259
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN20261332459
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN21870123690
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt1C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt2C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt3C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt4C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt5C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt6C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt7C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt8C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt9C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt10C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt11C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt12C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt13C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt14C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt15C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt16C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt17C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt18C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt19C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt20C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt21C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt22C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt23C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt24C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt25C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt26C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt27C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt28C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0UT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1MN

Document Assets

No mirrored PDF or thumbnail assets are attached yet.