Civic Intelligence

Unknown Organization

EIN 91-1014893 • 501(c)9 • Gig Harbor, WA

Profile

HEALTH AND WELFARE TRUST

PO BoxGig Harbor, WA 98335

n/A

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

Higher debt load relative to assets than 49% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

98th percentile

1.53x

Higher debt load relative to revenue than 98% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2015

Net Margin

2nd percentile

-705%

Higher net margin than 2% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2015

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 2015

Asset Growth

15th percentile

-90%

Faster asset growth than 15% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$81,330

Down $695,750 (-90%) from 2014

Liabilities

Down

$89

Down $634,575 (-100%) from 2014

Net Assets

Down

$81,241

Down $61,175 (-43%) from 2014

Operations
Liabilities / Revenue98th percentileNet Margin2nd percentile

Revenue

Down

$58

Down $8,095,004 (-100%) from 2014

Expenses

Down

$467

Down $8,129,929 (-100%) from 2014

Net Income

Up

-$409

Up $34,925 (+99%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth15th percentile

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

$1.0M$500K$0Assets 2011: $271,462Liabilities 2011: $103,011Net Assets 2011: $168,4512011Assets 2012: $725,833Liabilities 2012: $538,918Net Assets 2012: $186,9152012Assets 2013: $956,520Liabilities 2013: $778,770Net Assets 2013: $177,7502013Assets 2014: $777,080Liabilities 2014: $634,664Net Assets 2014: $142,4162014Assets 2015: $81,330Liabilities 2015: $89Net Assets 2015: $81,2412015

Highlighted filing

2015

Assets$81,330
Liabilities$89
Net Assets$81,241
Open 2015 Filing

Operations Trend

Revenue Growth1st percentile

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

$10M$5.0M$0-$5.0MExpenses 2011: $1,248,3472011Revenue 2012: $3,723,841Expenses 2012: $3,705,377Net Income 2012: $18,4642012Revenue 2013: $7,080,892Expenses 2013: $7,090,057Net Income 2013: -$9,1652013Revenue 2014: $8,095,062Expenses 2014: $8,130,396Net Income 2014: -$35,3342014Revenue 2015: $58Expenses 2015: $467Net Income 2015: -$4092015

Highlighted filing

2015

Revenue$58
Expenses$467
Net Income-$409
Open 2015 Filing

Filings

Most recent year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$81,330
Liabilities
$89
Net assets
$81,241
Revenue
$58
Expenses
$467
Net income
-$409
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.78$0.63$0.14$8.10$8.13$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.78$0.18$7.08$7.09$0.01
2012Summary only. Only limited summary data is available for this year.$0.73$0.54$0.19$3.72$3.71$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.10$0.17$1.25
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2014 to Mar 31, 2015
Signed
Jul 2, 2015
Return Version
2014v5.0
Gross Receipts
$2,235,036
Mission and Program Overview

Mission

HEALTH AND WELFARE TRUST

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$353,981$76,552▼ $277,429
Cash and Non-Interest-Bearing Accounts$3,644$1,879▼ $1,765
Accounts Receivable$419,455$172▼ $419,283
Total Assets$777,080$81,330▼ $695,750
Other Assets Total-$2,727-
Liabilities
Accounts Payable and Accrued Expenses$634,664$89▼ $634,575
Total Liabilities$634,664$89▼ $634,575
Net Assets / Fund Balance
Unrestricted Net Assets$142,416$81,241▼ $61,175
Total Net Assets Fund Balance$142,416$81,241▼ $61,175
Total Liabilities and Net Assets / Fund Balance$777,080$81,330▼ $695,750
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Lloyd WhitonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,234,978
Investment Income
$58
Other Revenue
$0
Change in Net Assets
$-239
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$467
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$2,234,808--$2,234,808
Total Functional Expenses$2,235,275$0$0$2,235,275
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Tacoma Industrial Trust
EIN
91-1014893
Phone
2532087059
Address
PO BOX, GIG HARBOR, WA 98335

Signing Officer

Name
Lloyd Whiton
Title
Trustee
Phone
2532087059
Signed
2015-07-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lloyd Whiton
Formed
1978
Legal Domicile
Wa
Voting Board Members
2
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Ronald L Moore CPA PS
Address
7618 27th St W, University Place, WA 98466-4108
Preparer
John E Gaul
Phone
2535641725
Supplemental Narrative

Additional Explanations

Pt VI, Line 8A

“The governing documents, policies and financial statements are available to the public upon request”

Pt VI, Line 8B

“The governing documents, policies and financial statements are available to the public upon request”

Pt VI, Line 11B

“THERE WERE NONE”

Raw XML Appendix236 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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ReturnHeader/BuildTS02016-02-25 16:41:14Z
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