Civic Intelligence

Carpenters Health and Security Plan of Western Washington

990 • Fiscal year 2016 • EIN 91-6029049

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 28, 2017

Organization ProfileN/A

View Organization Page

2200 SIXTH AVE ste 300Seattle, WA 98121

(206) 441-6514

Siviq Scores

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

Liabilities / Assets

78th percentile

0.30x

Higher debt load relative to assets than 78% of similar nonprofits.

2016 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2016

Liabilities / Revenue

91st percentile

0.58x

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

2016 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2016

Net Margin

69th percentile

12%

Higher net margin than 69% of similar nonprofits.

2016 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2016

Top Officer Pay

68th percentile

$198,215

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2016 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2016

Asset Growth

63rd percentile

7.3%

Faster asset growth than 63% of similar nonprofits.

2016 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2015 to 2016

Revenue Growth

73rd percentile

13%

Faster revenue growth than 73% of similar nonprofits.

2016 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$256,816,095

Up $17,528,141 (+7.3%) from 2015

Net Assets

Up

$179,178,254

Up $20,901,292 (+13%) from 2015

Liabilities

Down

$77,637,841

Down $3,373,151 (-4.2%) from 2015

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin69th percentile

Revenue

Up

$133,266,289

Up $15,260,174 (+13%) from 2015

Expenses

Up

$117,851,061

Up $4,639,350 (+4.1%) from 2015

Net Income

Up

$15,415,228

Up $10,620,824 (+222%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$600M$400M$200M$0Assets 2010: $249,055,071Liabilities 2010: $63,375,127Net Assets 2010: $185,679,9442010Assets 2011: $233,345,326Liabilities 2011: $64,734,830Net Assets 2011: $168,610,4962011Assets 2012: $244,302,488Liabilities 2012: $58,980,326Net Assets 2012: $185,322,1622012Assets 2013: $237,124,744Liabilities 2013: $63,077,239Net Assets 2013: $174,047,5052013Assets 2014: $236,925,210Liabilities 2014: $84,552,075Net Assets 2014: $152,373,1352014Assets 2015: $239,287,954Liabilities 2015: $81,010,992Net Assets 2015: $158,276,9622015Assets 2016: $256,816,095Liabilities 2016: $77,637,841Net Assets 2016: $179,178,2542016Assets 2017: $276,125,816Liabilities 2017: $84,240,740Net Assets 2017: $191,885,0762017Assets 2018: $268,294,420Liabilities 2018: $90,110,907Net Assets 2018: $178,183,5132018Assets 2019: $278,848,484Liabilities 2019: $88,157,949Net Assets 2019: $190,690,5352019Assets 2020: $272,437,351Liabilities 2020: $79,074,478Net Assets 2020: $193,362,8732020Assets 2021: $419,009,389Liabilities 2021: $133,190,796Net Assets 2021: $285,818,5932021Assets 2022: $403,357,835Liabilities 2022: $129,740,959Net Assets 2022: $273,616,8762022Assets 2023: $422,916,664Liabilities 2023: $117,084,511Net Assets 2023: $305,832,1532023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2016

Assets$256,816,095
Liabilities$77,637,841
Net Assets$179,178,254
Open 2016 Filing

Operations Trend

Revenue Growth73rd percentile

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

$300M$200M$100M$0-$100MExpenses 2010: $114,014,2742010Revenue 2011: $95,070,811Expenses 2011: $112,134,388Net Income 2011: -$17,063,5772011Expenses 2012: $91,363,9282012Revenue 2013: $101,098,572Expenses 2013: $108,652,764Net Income 2013: -$7,554,1922013Revenue 2014: $111,768,455Expenses 2014: $128,713,469Net Income 2014: -$16,945,0142014Revenue 2015: $118,006,115Expenses 2015: $113,211,711Net Income 2015: $4,794,4042015Revenue 2016: $133,266,289Expenses 2016: $117,851,061Net Income 2016: $15,415,2282016Revenue 2017: $143,426,815Expenses 2017: $138,048,586Net Income 2017: $5,378,2292017Revenue 2018: $159,896,815Expenses 2018: $165,204,090Net Income 2018: -$5,307,2752018Revenue 2019: $165,632,564Expenses 2019: $168,499,811Net Income 2019: -$2,867,2472019Revenue 2020: $136,717,494Expenses 2020: $143,783,308Net Income 2020: -$7,065,8142020Revenue 2021: $219,883,529Expenses 2021: $260,932,301Net Income 2021: -$41,048,7722021Revenue 2022: $270,060,974Expenses 2022: $225,397,534Net Income 2022: $44,663,4402022Revenue 2023: $243,428,111Expenses 2023: $224,393,912Net Income 2023: $19,034,1992023Revenue 2024: $175,066,938Expenses 2024: $217,294,435Net Income 2024: -$42,227,4972024

Highlighted filing

2016

Revenue$133,266,289
Expenses$117,851,061
Net Income$15,415,228
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 28, 2017
Return Version
2016v3.1
Gross Receipts
$182,379,515
Mission and Program Overview

Mission

The plan is a multiemployer health and welfare plan designed to provide benefits for eligible participants and beneficiaries as specified in the plan document.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$214,374,817$225,395,289▲ $11,020,472
Rtn Earn Endowment Incm Other Fnds$158,276,962$179,178,254▲ $20,901,292
Cash and Non-Interest-Bearing Accounts$13,933,658$19,146,846▲ $5,213,188
Accounts Receivable$10,678,546$12,085,853▲ $1,407,307
Land, Buildings, and Equipment, Net$265,337$151,199▼ $114,138
Prepaid Expenses and Deferred Charges$35,596$36,908▲ $1,312
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$239,287,954$256,816,095▲ $17,528,141
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$70,681,225$63,959,000▼ $6,722,225
Accounts Payable and Accrued Expenses$8,239,207$10,621,297▲ $2,382,090
Deferred Revenue$2,090,560$3,057,544▲ $966,984
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$81,010,992$77,637,841▼ $3,373,151
Net Assets / Fund Balance
Total Net Assets Fund Balance$158,276,962$179,178,254▲ $20,901,292
Total Liabilities and Net Assets / Fund Balance$239,287,954$256,816,095▲ $17,528,141

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$151,199$5,514,225$5,665,424
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Employee 06Retirement ManagerFT$141,405$141,405
Employee 12Analyst ProgrammerFT$139,896$139,896

Board Members and Trustees

NameTitle
Andrew LedbetterTrustee
Bob SuseeTrustee
Clancy WelshTrustee
Dan HutchinsTrustee
Doug PetersonTrustee
Doug TweedyTrustee
Gerald AuvilTrustee
Jeff FousheeTrustee
Jim OsborneTrustee
Ken ErvinTrustee
Kurt HildebrandTrustee
Martin HolbergTrustee
Rick PoitrasTrustee
Steve HoffmannTrustee
Wilf WainhouseTrustee
Employee 02Administrator
Employee 03Controller
Employee 04Employee Services Manager

Highest Paid Contractors

ContractorServicesLocationCompensation
AetnaHealthcare151 FARMINGTON AVE, Hartford, CT 06156$1,957,659
Delta DentalDental Care400 Fairview Ave 800, Seattle, WA 98109$588,189
Wellington Management CompanyInvestment ManagerTWO EMBARCADERO CTR STE 1645, San Francisco, CA 94111$516,785
Medco Health SolutionsHealthcarePO BOX 945551, Atlanta, GA 30394$355,240
Clise Properties INCLessor1700 SEVENTH AVE STE 1800, Seattle, WA 98101$291,482
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$129,180,379
Investment Income
$4,085,910
Other Revenue
$0
Change in Net Assets
$15,415,228

Audited Revenue Reconciliation

Revenue per Audited Statements
$133,266,289
Revenue Not Reported on Form 990
$5,486,064
Total Revenue per Audited Statements
$138,752,353
Total Revenue per Form 990
$133,266,289
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,868,577
Other Expenses$2,673,703
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$112,308,781
Other Salaries and Wages---$2,074,550
Other Employee Benefits---$622,650
Office Expenses---$553,607
Fees for Service Investment Mgmnt Fees---$544,596
Occupancy---$313,191
Information Technology---$297,999
Fees for Services Legal---$271,733
Fees for Services Other---$192,659
Payroll Taxes---$171,377
Fees for Services Accounting---$146,878
Depreciation Depletion---$119,579
Insurance---$50,128
Interest---$48,588
Conferences and Meetings---$39,600
Travel---$14,251
All Other Expenses---$1,537
Other Expenses---$1,365
Total Functional Expenses$0$0$0$117,851,061

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$124,573,286
Total Expenses per Audited Statements$124,573,286
Total Expenses per Form 990$117,851,061
Expenses Not Reported on Financial Statements$-6,722,225
Other Expense Adjustments$-6,722,225
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefit Obligations$63,959,000
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

part VI, line 11B:

“The board of trustees are provided a copy of the completed form 990 for review. Upon approval, the form 990 is filed in accordance with form 990 instructions.”

PART VI, LINE 12C:

“The plan administrator periodically updates a list of parties-in-interest. The attorney reviews all proposed service provider relationships for compliance with erisa. All service provider agreements are reviewed by the trust attorney prior to execution. Party-in-interest inquiries are made annually by the plan administrator in accordance with the annual audit.”

PART VI, LINES 15A AND 15B:

“Employees are subject to annual performance and compensation review by a committee appointed by the board of trustees. The executive committee reviews details of the employees performance and sets compensation based upon the consensus opinion of level of responsibility, skill and qualifications. The committee may seek comparability data when deemed necessary to guide the process.”

PART VI, LINE 19:

“The plan maintains copies of the documents and provides the available documents upon written request.”

PART VII, LINE 1A, columns (E), (F):

“The board of trustees serve without compensation. The plan does not maintain the information on compensation from related organizations but believes that such compensation, if any, is appropriately reported on the returns of those organizations.”

Filing and Contact Details

Filer

Filer Name
Carpenters Health and Security Plan of
EIN
91-6029049
In Care Of
% RANDY PARKER
Phone
2064416514
Address
2200 SIXTH AVE ste 300, SEATTLE, WA 98121

Signing Officer

Name
Wilf Wainhouse
Title
trustee
Phone
2064416514
Signed
2017-07-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Doug Tweedy
Formed
1960
Legal Domicile
Wa
Voting Board Members
15
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
600 STEWART ST STE 618, SEATTLE, WA 98101-1261
Preparer
Crane Curran
Phone
2065963930
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Plan and recognize a tax liability if the Plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

PART XII, LINE 4B:

“Adjustments for benefits paid from accrual basis (form 990) to cash basis (financial statements) = ($6,722,225)”

Raw XML AppendixShowing 400 of 675 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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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$256,816,095
Liabilities
$77,637,841
Net assets
$179,178,254
Revenue
$133,266,289
Expenses
$117,851,061
Net income
$15,415,228
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$175$217$42.2
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$423$117$306$243$224$19.0
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$403$130$274$270$225$44.7
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$419$133$286$220$261$41.0
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$272$79.1$193$137$144$7.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$279$88.2$191$166$168$2.87
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$268$90.1$178$160$165$5.31
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$276$84.2$192$143$138$5.38
2016Detailed filing. Detailed filing data is available for this year.$257$77.6$179$133$118$15.4
2015Detailed filing. Detailed filing data is available for this year.$239$81.0$158$118$113$4.79
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$237$84.6$152$112$129$16.9
2013Detailed filing. Detailed filing data is available for this year.$237$63.1$174$101$109$7.55
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$244$59.0$185$91.4
2011Summary only. Only limited summary data is available for this year.$233$64.7$169$95.1$112$17.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$249$63.4$186$114