Civic Intelligence

Construction Industry and Laborers Health and Welfare Plan

EIN 88-6002912 • 501(c)9 • Las Vegas, NV

View Organization Page

Profile

To provide health, accident, life and disability benefits for eligible participants and their dependents.

PO Box 26449Las Vegas, NV 89126-0449

n/A

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.58x

Higher debt load relative to assets than 92% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

88th percentile

0.44x

Higher debt load relative to revenue than 88% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Net Margin

8th percentile

-26%

Higher net margin than 8% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

73rd percentile

$227,587

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Asset Growth

8th percentile

-31%

Faster asset growth than 8% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

22nd percentile

-1.3%

Faster revenue growth than 22% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Down

$23,696,115

Down $10,809,596 (-31%) from 2023

Liabilities

Down

$13,633,146

Down $2,376,314 (-15%) from 2023

Net Assets

Down

$10,062,969

Down $8,433,282 (-46%) from 2023

Operations
Liabilities / Revenue88th percentileNet Margin8th percentile

Revenue

Down

$30,721,926

Down $416,140 (-1.3%) from 2023

Expenses

Up

$38,705,630

Up $10,653,565 (+38%) from 2023

Net Income

Down

-$7,983,704

Down $11,069,705 (-359%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth8th percentile

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

$40M$30M$20M$10M$0Assets 2010: $22,073,943Liabilities 2010: $0Net Assets 2010: $22,073,9432010Assets 2011: $22,943,394Liabilities 2011: $0Net Assets 2011: $22,943,3942011Assets 2012: $30,045,199Liabilities 2012: $0Net Assets 2012: $30,045,1992012Assets 2013: $33,672,059Liabilities 2013: $0Net Assets 2013: $33,672,0592013Assets 2014: $33,539,593Liabilities 2014: $30,502Net Assets 2014: $33,509,0912014Assets 2015: $31,003,697Liabilities 2015: $0Net Assets 2015: $31,003,6972015Assets 2016: $33,039,615Liabilities 2016: $1,225Net Assets 2016: $33,038,3902016Assets 2017: $32,728,211Liabilities 2017: $397Net Assets 2017: $32,727,8142017Assets 2018: $33,713,089Liabilities 2018: $414Net Assets 2018: $33,712,6752018Assets 2019: $36,190,692Liabilities 2019: $354,254Net Assets 2019: $35,836,4382019Assets 2020: $35,902,512Liabilities 2020: $797,849Net Assets 2020: $35,104,6632020Assets 2021: $33,468,298Liabilities 2021: $12,323,251Net Assets 2021: $21,145,0472021Assets 2022: $31,333,769Liabilities 2022: $17,048,996Net Assets 2022: $14,284,7732022Assets 2023: $34,505,711Liabilities 2023: $16,009,460Net Assets 2023: $18,496,2512023Assets 2024: $23,696,115Liabilities 2024: $13,633,146Net Assets 2024: $10,062,9692024

Highlighted filing

2024

Assets$23,696,115
Liabilities$13,633,146
Net Assets$10,062,969
Open 2024 Filing

Operations Trend

Revenue Growth22nd percentile

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

$40M$20M$0-$20MExpenses 2010: $39,631,7842010Expenses 2011: $20,164,3612011Expenses 2012: $14,223,7302012Revenue 2013: $18,416,411Expenses 2013: $14,844,755Net Income 2013: $3,571,6562013Revenue 2014: $16,393,946Expenses 2014: $16,188,263Net Income 2014: $205,6832014Revenue 2015: $16,968,522Expenses 2015: $17,888,857Net Income 2015: -$920,3352015Revenue 2016: $15,068,228Expenses 2016: $15,512,693Net Income 2016: -$444,4652016Revenue 2017: $17,516,662Expenses 2017: $18,140,909Net Income 2017: -$624,2472017Revenue 2018: $21,148,687Expenses 2018: $19,396,010Net Income 2018: $1,752,6772018Revenue 2019: $23,320,903Expenses 2019: $23,804,923Net Income 2019: -$484,0202019Revenue 2020: $23,504,481Expenses 2020: $25,453,967Net Income 2020: -$1,949,4862020Revenue 2021: $24,213,594Expenses 2021: $27,387,379Net Income 2021: -$3,173,7852021Revenue 2022: $27,555,873Expenses 2022: $31,287,835Net Income 2022: -$3,731,9622022Revenue 2023: $31,138,066Expenses 2023: $28,052,065Net Income 2023: $3,086,0012023Revenue 2024: $30,721,926Expenses 2024: $38,705,630Net Income 2024: -$7,983,7042024

Highlighted filing

2024

Revenue$30,721,926
Expenses$38,705,630
Net Income-$7,983,704
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,696,115
Liabilities
$13,633,146
Net assets
$10,062,969
Revenue
$30,721,926
Expenses
$38,705,630
Net income
-$7,983,704
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$23.7$13.6$10.1$30.7$38.7$7.98
2023Detailed filing. Detailed filing data is available for this year.$34.5$16.0$18.5$31.1$28.1$3.09
2022Detailed filing. Detailed filing data is available for this year.$31.3$17.0$14.3$27.6$31.3$3.73
2021Detailed filing. Detailed filing data is available for this year.$33.5$12.3$21.1$24.2$27.4$3.17
2020Detailed filing. Detailed filing data is available for this year.$35.9$0.80$35.1$23.5$25.5$1.95
2019Detailed filing. Detailed filing data is available for this year.$36.2$0.35$35.8$23.3$23.8$0.48
2018Detailed filing. Detailed filing data is available for this year.$33.7$0.00$33.7$21.1$19.4$1.75
2017Detailed filing. Detailed filing data is available for this year.$32.7$0.00$32.7$17.5$18.1$0.62
2016Detailed filing. Detailed filing data is available for this year.$33.0$0.00$33.0$15.1$15.5$0.44
2015Detailed filing. Detailed filing data is available for this year.$31.0$0.00$31.0$17.0$17.9$0.92
2014Detailed filing. Detailed filing data is available for this year.$33.5$0.03$33.5$16.4$16.2$0.21
2013Detailed filing. Detailed filing data is available for this year.$33.7$0.00$33.7$18.4$14.8$3.57
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.0$0.00$30.0$14.2
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.9$0.00$22.9$20.2
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.1$0.00$22.1$39.6
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 7, 2025
Return Version
2024v5.2
Gross Receipts
$64,301,605
Mission and Program Overview

Mission

To provide health, accident, life and disability benefits for eligible participants and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$22,030,002$15,568,625▼ $6,461,377
Rtn Earn Endowment Incm Other Fnds$18,496,251$10,062,969▼ $8,433,282
Accounts Receivable$3,719,031$2,650,421▼ $1,068,610
Investments Other Securities$3,028,619$2,495,329▼ $533,290
Cash and Non-Interest-Bearing Accounts$1,722,829$1,156,965▼ $565,864
Land, Buildings, and Equipment, Net$312,249$558,586▲ $246,337
Savings and Temporary Cash Investments$2,343,568$145,563▼ $2,198,005
Total Assets$34,505,711$23,696,115▼ $10,809,596
Other Assets Total$1,349,413$1,120,626▼ $228,787
Liabilities
Other Liabilities$15,873,620$13,412,036▼ $2,461,584
Accounts Payable and Accrued Expenses$135,840$221,110▲ $85,270
Total Liabilities$16,009,460$13,633,146▼ $2,376,314
Net Assets / Fund Balance
Total Net Assets Fund Balance$18,496,251$10,062,969▼ $8,433,282
Total Liabilities and Net Assets / Fund Balance$34,505,711$23,696,115▼ $10,809,596

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$499,114$191,952$691,066
Equipment$59,472$35,652$95,124
Land$0--
Other Securities$2,495,329--
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Teresa RoccaPatient AdvocateFT$162,452$65,135$227,587
Teresa Rocca--$162,452$65,135$227,587
William PerezPatient AdvocateFT$102,229$54,785$157,014
William Perez--$102,229$54,785$157,014

Board Members and Trustees

NameTitle
Ann BarnettTrustee
Chelsy TorresTrustee
James BarkerTrustee
Marco HernandezTrustee
Mark BriggsTrustee
Thomas WhiteTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Wilson-mcshaneAdminstrator3001 METRO DR SUITE 500, Bloomington, MN 55425$1,581,300
Marathon HealthHealth Clinic20 WINOOSKI FALLS WAY SUITE 400, Winooski, VT 05404$823,928
-Health Clinic1201 2ND AVE STE 1400, Seattle, WA 98101$404,345
Brownstein Hyatt Farber Schreck LLPLegal410 17TH ST SUITE 2200, Denver, CO 80202$343,819
7135 Sahara LLCRent10155 W TWAIN AVE SUITE 100, Las Vegas, NV 89147$310,622
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$25,278,956
Investment Income
$1,536,427
Other Revenue
$3,906,543
Change in Net Assets
$-7,983,704

Audited Revenue Reconciliation

Revenue per Audited Statements
$30,645,908
Revenue Not Reported on Financial Statements
$76,018
Revenue Not Reported on Form 990
$-3,407,637
Total Revenue per Audited Statements
$27,238,271
Total Revenue per Form 990
$30,721,926
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,375,094
Salaries, Compensation, and Employee Benefits$490,362
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$0--$33,840,174
Fees for Services Other$0$0$0$1,709,276
Fees for Services Legal$0$0$0$344,159
Other Salaries and Wages$0$0$0$264,681
Other Employee Benefits$0$0$0$112,213
Office Expenses$0$0$0$109,667
Fees for Services Accounting$0$0$0$102,952
Pension Plan Contributions$0$0$0$91,191
Fees for Service Investment Mgmnt Fees$0$0$0$76,018
Depreciation Depletion$0$0$0$46,782
Insurance$0$0$0$26,979
Payroll Taxes$0$0$0$22,277
Other Expenses$0$0$0$15,907
Conferences and Meetings$0$0$0$1,994
Total Functional Expenses$0$0$0$38,705,630

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$40,801,612
Total Expenses per Form 990$38,705,630
Total Expenses per Audited Statements$37,843,553
Expenses Not Reported on Financial Statements$-2,095,982
Other Expense Adjustments$-2,172,000
Expenses Not Reported on Form 990$-2,958,059
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefit Obligations$11,949,000
Operating Lease Liability$1,172,193
Due to Other Trusts$290,843
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 35% controlled entity
No
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
Filing and Contact Details

Filer

Filer Name
Construction Industry and Laborers Health and Welfare Plan
EIN
88-6002912
Phone
7022515690
Address
PO BOX 26449, LAS VEGAS, NV 89126-0449

Signing Officer

Name
Thomas White
Title
Trustee
Phone
7022515690
Signed
2025-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas White
Formed
1962
Legal Domicile
Nv
Voting Board Members
6
Independent Board Members
6
Employees
1
Volunteers
0

Preparer

Firm
BERRY & COMPANY CPA'S LTD
Address
7030 SMOKE RANCH RD, LAS VEGAS, NV 89128
Preparer
David S Berry CPA
Phone
7025150408
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Copies of form 990 were provided to the governing body prior to the form 990 being filed.”

Pt VI, Line 12C

“The board of trustees are required to disclose any conflicts that have arisen.”

Pt VI, Line 19

“PURSUANT TO ERISA.”

Financial Statement Notes

Pt XI, Line 2D

“STOPLOSS RECOVERIES”

Pt XII, Line 2D

“STOPLOSS RECOVERIES”

Pt XII, Line 4B

“Change in benefit obligation”

Raw XML AppendixShowing 400 of 577 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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