Civic Intelligence

Electrical Workers Health & Welfare Trust Fund

990 • Fiscal year 2013 • EIN 88-6002904

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 04, 2014

Organization ProfileN/A

View Organization Page

4240 W Flamingo89103

(702) 415-2188

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.02x

Higher debt load relative to assets than 42% of similar nonprofits.

2013 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2013

Liabilities / Revenue

38th percentile

0.01x

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

2013 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2013

Net Margin

22nd percentile

-2.9%

Higher net margin than 22% of similar nonprofits.

2013 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2013

Top Officer Pay

65th percentile

$137,993

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2013 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2013

Asset Growth

10th percentile

-8.5%

Faster asset growth than 10% of similar nonprofits.

2013 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2012 to 2013

Revenue Growth

59th percentile

8.0%

Faster revenue growth than 59% of similar nonprofits.

2013 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Down

$21,142,391

Down $1,964,186 (-8.5%) from 2012

Net Assets

Down

$20,794,601

Down $2,244,508 (-9.7%) from 2012

Liabilities

Up

$347,790

Up $280,322 (+415%) from 2012

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin22nd percentile

Revenue

$29,295,366

No earlier filing loaded for comparison.

Expenses

Down

$30,156,022

Down $258,742 (-0.9%) from 2012

Net Income

-$860,656

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$60M$40M$20M$0Assets 2010: $42,410,940Liabilities 2010: $502,617Net Assets 2010: $41,908,3232010Assets 2011: $27,784,269Liabilities 2011: $128,704Net Assets 2011: $27,655,5652011Assets 2012: $23,106,577Liabilities 2012: $67,468Net Assets 2012: $23,039,1092012Assets 2013: $21,142,391Liabilities 2013: $347,790Net Assets 2013: $20,794,6012013Assets 2014: $26,898,960Liabilities 2014: $572,409Net Assets 2014: $26,326,5512014Assets 2015: $25,782,863Liabilities 2015: $0Net Assets 2015: $25,782,8632015Assets 2016: $26,085,957Liabilities 2016: $266,863Net Assets 2016: $25,819,0942016Assets 2017: $22,286,340Liabilities 2017: $0Net Assets 2017: $22,286,3402017Assets 2018: $21,528,217Liabilities 2018: $0Net Assets 2018: $21,528,2172018Assets 2019: $28,231,705Liabilities 2019: $0Net Assets 2019: $28,231,7052019Assets 2020: $31,141,874Liabilities 2020: $379,337Net Assets 2020: $30,762,5372020Assets 2021: $30,594,533Liabilities 2021: $15,551,087Net Assets 2021: $15,043,4462021Assets 2022: $36,315,629Liabilities 2022: $23,675,141Net Assets 2022: $12,640,4882022Assets 2023: $57,191,417Liabilities 2023: $25,820,142Net Assets 2023: $31,371,2752023Assets 2024: $58,177,713Liabilities 2024: $24,314,951Net Assets 2024: $33,862,7622024

Highlighted filing

2013

Assets$21,142,391
Liabilities$347,790
Net Assets$20,794,601
Open 2013 Filing

Operations Trend

Revenue Growth59th percentile

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

$100M$50M$0-$50MExpenses 2010: $41,380,6382010Revenue 2011: $25,109,205Expenses 2011: $39,115,403Net Income 2011: -$14,006,1982011Expenses 2012: $30,414,7642012Revenue 2013: $29,295,366Expenses 2013: $30,156,022Net Income 2013: -$860,6562013Revenue 2014: $31,543,250Expenses 2014: $25,553,528Net Income 2014: $5,989,7222014Revenue 2015: $31,341,787Expenses 2015: $30,718,598Net Income 2015: $623,1892015Revenue 2016: $34,593,364Expenses 2016: $36,427,538Net Income 2016: -$1,834,1742016Revenue 2017: $34,220,512Expenses 2017: $38,199,059Net Income 2017: -$3,978,5472017Revenue 2018: $34,382,257Expenses 2018: $34,882,153Net Income 2018: -$499,8962018Revenue 2019: $44,891,690Expenses 2019: $38,432,237Net Income 2019: $6,459,4532019Revenue 2020: $45,505,627Expenses 2020: $43,144,564Net Income 2020: $2,361,0632020Revenue 2021: $39,541,632Expenses 2021: $41,747,942Net Income 2021: -$2,206,3102021Revenue 2022: $51,000,350Expenses 2022: $52,908,095Net Income 2022: -$1,907,7452022Revenue 2023: $73,014,858Expenses 2023: $55,003,445Net Income 2023: $18,011,4132023Revenue 2024: $54,047,393Expenses 2024: $51,877,085Net Income 2024: $2,170,3082024

Highlighted filing

2013

Revenue$29,295,366
Expenses$30,156,022
Net Income-$860,656
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 4, 2014
Return Version
2013v3.1
Gross Receipts
$85,155,825
Mission and Program Overview

Mission

To provide health & welfare benefit coverage for participants and their beneficiaries

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$23,039,109$20,794,601▼ $2,244,508
Investments in Publicly Traded Securities$8,076,058$19,760,727▲ $11,684,669
Investments Other Securities$7,657,363--
Savings and Temporary Cash Investments$7,346,853$1,362,826▼ $5,984,027
Land, Buildings, and Equipment, Net$26,303$18,838▼ $7,465
Total Assets$23,106,577$21,142,391▼ $1,964,186
Liabilities
Other Liabilities$67,468$347,790▲ $280,322
Total Liabilities$67,468$347,790▲ $280,322
Net Assets / Fund Balance
Total Net Assets Fund Balance$23,039,109$20,794,601▼ $2,244,508
Total Liabilities and Net Assets / Fund Balance$23,106,577$21,142,391▼ $1,964,186

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$18,838$18,490$37,328
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Candace FacioFund NurseFT$106,893$31,100$137,993

Board Members and Trustees

NameTitle
Al DavisTrustee
Brian PoolTrustee
Chris WileTrustee
David BennettTrustee
Jeffrey WestoverTrustee
Max Carter IiTrustee
Patrick ArmourTrustee
Raquel DexterTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
CatamaranPrescription Medications-$4,851,148
Optumrx INCPrescription Medications-$1,712,905
Zenith American SolutionsAdministrator-$1,471,090
UllicoStop Loss Insurance-$576,531
Vision Service PlanVision Benefits-$437,799
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$26,554,723
Investment Income
$986,318
Other Revenue
$1,754,325
Change in Net Assets
$-860,656

Audited Revenue Reconciliation

Revenue per Audited Statements
$29,211,794
Revenue Not Reported on Financial Statements
$83,572
Revenue Not Reported on Form 990
$-2,270,985
Total Revenue per Audited Statements
$26,940,809
Total Revenue per Form 990
$29,295,366
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,277,485
Salaries, Compensation, and Employee Benefits$157,509
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$27,721,028
Fees for Services Other---$1,327,508
Office Expenses---$227,074
Fees for Services Legal---$163,538
Current Officers, Directors, Trustees, and Key Employees---$106,893
Fees for Service Investment Mgmnt Fees---$83,572
Fees for Services Accounting---$55,982
All Other Expenses---$44,045
Insurance---$41,827
Pension Plan Contributions---$23,013
Other Expenses---$19,737
Other Employee Benefits---$18,595
Payroll Taxes---$9,008
Conferences and Meetings---$7,646
Depreciation Depletion---$7,466
Total Functional Expenses$0$0$0$30,156,022

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$30,156,022
Expenses per Audited Statements$30,072,450
Total Expenses per Audited Statements$28,457,615
Expenses Not Reported on Financial Statements$83,572
Expenses Not Reported on Form 990$-1,614,835
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Overdraft Liability$347,790
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
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
Filing and Contact Details

Filer

EIN
88-6002904
Phone
7024152188

Signing Officer

Name
Max Carter Ii
Title
Trustee
Phone
7024152188
Signed
2014-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Max Carter Ii
Formed
1956
Legal Domicile
Nv
Voting Board Members
6
Independent Board Members
6
Employees
79
Volunteers
0

Preparer

Preparer
David Berry
Phone
7025150408
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The form 990 was provided to the governing body members by email prior to the form being filed. No review was or will be conducted.”

Pt VI, Line 12C

“The governing body discloses any conflicts that have arisen”

Pt VI, Line 15A

“Determining compensation was reviewed and approved by the board of trustees”

Pt VI, Line 19

“PURSUANT TO ERISA”

Form 990EZ, Part II, Line 24

“INVESTMENTS”

Form 990, Part IX, Line 24F

“DISABILITY FEDERAL TAXES”

Financial Statement Notes

Pt XI Line 2D

“Adjustments made to reflect cash basis form 990”

Pt XII Line 2D

“Adjustments made to reflect cash basis form 990”

Raw XML AppendixShowing 400 of 423 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/PrincipalOfficerNm0MAX CARTER II
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IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE SELF PAYS
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IRS990/ReconcilationRevenueExpnssAmt0-860656
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt018490
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IRS990ScheduleD/ExpensesNotRptFinclStmtAmt083572
IRS990ScheduleD/ExpensesSubtotalAmt030072450
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt083572
IRS990ScheduleD/InvestmentExpensesNotIncldAmt083572
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-1383852
IRS990ScheduleD/OtherExpensesIncludedAmt0-1614835
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0347790
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OVERDRAFT LIABILITY
IRS990ScheduleD/OtherRevenueAmt0-887133
IRS990ScheduleD/RevenueNotReportedAmt0-2270985
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt083572
IRS990ScheduleD/RevenueSubtotalAmt029211794
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ADJUSTMENTS MADE TO REFLECT CASH BASIS FORM 990
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ADJUSTMENTS MADE TO REFLECT CASH BASIS FORM 990
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt XI Line 2d
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt XII Line 2d
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IRS990ScheduleD/TotalExpensesPerForm990Amt030156022
IRS990ScheduleD/TotalLiabilityAmt0347790
IRS990ScheduleD/TotalRevenuePerForm990Amt029295366
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WAS PROVIDED TO THE GOVERNING BODY MEMBERS BY EMAIL PRIOR TO THE FORM BEING FILED. NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNING BODY DISCLOSES ANY CONFLICTS THAT HAVE ARISEN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DETERMINING COMPENSATION WAS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PURSUANT TO ERISA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INVESTMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DISABILITY FEDERAL TAXES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24f
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
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IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
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IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS. THE FILING ORGANIZATION IS A
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt1TAFT-HARTLEY MULTIEMPLOYER TRUST THAT PROVIDES HEALTH & WELFARE BENEFITS
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt2TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. THE ADMINISTRATIVE OFFICE MAINTAINS A
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt3DATABASE OF CONTRIBUTING EMPLOYERS HOWEVER, CERTAIN INFORMATION THAT IS REQUIRED
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt4TO BE REPORTED ON SCHEDULE R IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt5IT COULD NOT BE REASONABLY OBTAINED. THE CONTRIBUTING
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/USAddress/AddressLine104240 W FLAMINGO SUITE 200
IRS990/USAddress/City0LAS VEGAS
IRS990/USAddress/State0NV
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ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MAX CARTER II

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,142,391
Liabilities
$347,790
Net assets
$20,794,601
Revenue
$29,295,366
Expenses
$30,156,022
Net income
-$860,656
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$58.2$24.3$33.9$54.0$51.9$2.17
2023Detailed filing. Detailed filing data is available for this year.$57.2$25.8$31.4$73.0$55.0$18.0
2022Detailed filing. Detailed filing data is available for this year.$36.3$23.7$12.6$51.0$52.9$1.91
2021Detailed filing. Detailed filing data is available for this year.$30.6$15.6$15.0$39.5$41.7$2.21
2020Detailed filing. Detailed filing data is available for this year.$31.1$0.38$30.8$45.5$43.1$2.36
2019Detailed filing. Detailed filing data is available for this year.$28.2$0.00$28.2$44.9$38.4$6.46
2018Detailed filing. Detailed filing data is available for this year.$21.5$0.00$21.5$34.4$34.9$0.50
2017Detailed filing. Detailed filing data is available for this year.$22.3$0.00$22.3$34.2$38.2$3.98
2016Detailed filing. Detailed filing data is available for this year.$26.1$0.27$25.8$34.6$36.4$1.83
2015Detailed filing. Detailed filing data is available for this year.$25.8$0.00$25.8$31.3$30.7$0.62
2014Detailed filing. Detailed filing data is available for this year.$26.9$0.57$26.3$31.5$25.6$5.99
2013Detailed filing. Detailed filing data is available for this year.$21.1$0.35$20.8$29.3$30.2$0.86
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.1$0.07$23.0$30.4
2011Summary only. Only limited summary data is available for this year.$27.8$0.13$27.7$25.1$39.1$14.0
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.4$0.50$41.9$41.4