Civic Intelligence

Tacoma Industrial Trust

990 • Fiscal year 2014 • EIN 91-1014893

Apr 01, 2013 to Mar 31, 2014 • Filed on Jun 19, 2014

Organization ProfileN/A
PO Box 21798335

(253) 208-7059

Siviq Scores

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

Liabilities / Assets

91st percentile

0.82x

Higher debt load relative to assets than 91% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

60th percentile

0.08x

Higher debt load relative to revenue than 60% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Net Margin

36th percentile

-0.4%

Higher net margin than 36% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Asset Growth

12th percentile

-19%

Faster asset growth than 12% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

76th percentile

14%

Faster revenue growth than 76% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$777,080

Down $179,440 (-19%) from 2013

Net Assets

Down

$142,416

Down $35,334 (-20%) from 2013

Liabilities

Down

$634,664

Down $144,106 (-19%) from 2013

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin36th percentile

Revenue

Up

$8,095,062

Up $1,014,170 (+14%) from 2013

Expenses

Up

$8,130,396

Up $1,040,339 (+15%) from 2013

Net Income

Down

-$35,334

Down $26,169 (-286%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$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

2014

Assets$777,080
Liabilities$634,664
Net Assets$142,416
Open 2014 Filing

Operations Trend

Revenue Growth76th percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$8,095,062
Expenses$8,130,396
Net Income-$35,334
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2013 to Mar 31, 2014
Signed
Jun 19, 2014
Return Version
2013v3.1
Gross Receipts
$8,095,062
Mission and Program Overview

Mission

HEALTH AND WELFARE TRUST

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$336,772$419,455▲ $82,683
Savings and Temporary Cash Investments$616,104$353,981▼ $262,123
Cash and Non-Interest-Bearing Accounts$3,644$3,644→ $0
Total Assets$956,520$777,080▼ $179,440
Liabilities
Accounts Payable and Accrued Expenses$778,770$634,664▼ $144,106
Total Liabilities$778,770$634,664▼ $144,106
Net Assets / Fund Balance
Unrestricted Net Assets$177,750$142,416▼ $35,334
Total Net Assets Fund Balance$177,750$142,416▼ $35,334
Total Liabilities and Net Assets / Fund Balance$956,520$777,080▼ $179,440
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Lloyd WhitonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,094,800
Investment Income
$262
Other Revenue
$0
Change in Net Assets
$-35,334
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$69,360
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$8,061,036--$8,061,036
Fees for Services Legal$1,865--$1,865
Fees for Services Accounting$500--$500
Office Expenses$300--$300
Total Functional Expenses$8,130,396$0$0$8,130,396
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

EIN
91-1014893
Phone
2532087059

Signing Officer

Name
Lloyd Whiton
Title
Trustee
Phone
2532087059
Signed
2014-06-19
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

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 8B

“The federal form 990 is provided to and reviewed by the trustee prior to filing. The association makes it's 990 available for review by association”

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 Appendix239 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/ReconcilationRevenueExpnssAmt0-35334
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE GOVERNING DOCUMENTS ,POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNING DOCUMENTS ,POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FEDERAL FORM 990 IS PROVIDED TO AND REVIEWED BY THE TRUSTEE PRIOR TO FILING. THE ASSOCIATION MAKES IT'S 990 AVAILABLE FOR REVIEW BY ASSOCIATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS ,POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST
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ReturnHeader/ReturnTs02014-08-28T16:01:48-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-04-01
ReturnHeader/TaxPeriodEndDt02014-03-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$777,080
Liabilities
$634,664
Net assets
$142,416
Revenue
$8,095,062
Expenses
$8,130,396
Net income
-$35,334
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