Civic Intelligence

Oregon Bakers Union Trust Fund

990 • Fiscal year 2015 • EIN 93-0464898

Oct 01, 2014 to Sep 30, 2015 • Filed on Feb 11, 2016

Organization ProfileN/A

View Organization Page

Pobox 4148Portland, OR 97208

(503) 282-5581

Siviq Scores

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

Liabilities / Assets

75th percentile

0.27x

Higher debt load relative to assets than 75% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

73rd percentile

0.15x

Higher debt load relative to revenue than 73% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Net Margin

56th percentile

4.0%

Higher net margin than 56% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Asset Growth

71st percentile

8.0%

Faster asset growth than 71% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

49th percentile

2.9%

Faster revenue growth than 49% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$7,348,905

Up $546,948 (+8.0%) from 2014

Net Assets

Up

$5,328,903

Up $521,586 (+11%) from 2014

Liabilities

Up

$2,020,002

Up $25,362 (+1.3%) from 2014

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin56th percentile

Revenue

Up

$13,243,709

Up $368,279 (+2.9%) from 2014

Expenses

Up

$12,714,439

Up $788,488 (+6.6%) from 2014

Net Income

Down

$529,270

Down $420,209 (-44%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $5,562,945Liabilities 2010: $1,444,061Net Assets 2010: $4,118,8842010Assets 2011: $5,520,170Liabilities 2011: $1,474,716Net Assets 2011: $4,045,4542011Assets 2012: $5,297,532Liabilities 2012: $1,941,434Net Assets 2012: $3,356,0982012Assets 2013: $5,814,438Liabilities 2013: $1,933,473Net Assets 2013: $3,880,9652013Assets 2014: $6,801,957Liabilities 2014: $1,994,640Net Assets 2014: $4,807,3172014Assets 2015: $7,348,905Liabilities 2015: $2,020,002Net Assets 2015: $5,328,9032015Assets 2016: $6,773,454Liabilities 2016: $2,294,220Net Assets 2016: $4,479,2342016Assets 2017: $7,752,065Liabilities 2017: $2,426,518Net Assets 2017: $5,325,5472017Assets 2018: $9,201,049Liabilities 2018: $2,213,929Net Assets 2018: $6,987,1202018Assets 2019: $10,658,681Liabilities 2019: $2,181,568Net Assets 2019: $8,477,1132019Assets 2020: $11,896,973Liabilities 2020: $2,342,974Net Assets 2020: $9,553,9992020Assets 2021: $13,084,162Liabilities 2021: $2,569,434Net Assets 2021: $10,514,7282021Assets 2022: $13,464,626Liabilities 2022: $2,446,248Net Assets 2022: $11,018,3782022Assets 2023: $15,485,242Liabilities 2023: $2,327,152Net Assets 2023: $13,158,0902023Assets 2024: $17,198,234Liabilities 2024: $2,221,110Net Assets 2024: $14,977,1242024

Highlighted filing

2015

Assets$7,348,905
Liabilities$2,020,002
Net Assets$5,328,903
Open 2015 Filing

Operations Trend

Revenue Growth49th percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $8,713,9272010Expenses 2011: $9,006,2282011Expenses 2012: $11,850,0782012Expenses 2013: $11,856,5372013Revenue 2014: $12,875,430Expenses 2014: $11,925,951Net Income 2014: $949,4792014Revenue 2015: $13,243,709Expenses 2015: $12,714,439Net Income 2015: $529,2702015Revenue 2016: $13,568,318Expenses 2016: $14,421,244Net Income 2016: -$852,9262016Revenue 2017: $14,579,868Expenses 2017: $13,706,750Net Income 2017: $873,1182017Revenue 2018: $14,297,242Expenses 2018: $12,584,201Net Income 2018: $1,713,0412018Revenue 2019: $14,066,660Expenses 2019: $12,715,854Net Income 2019: $1,350,8062019Revenue 2020: $15,016,051Expenses 2020: $14,043,231Net Income 2020: $972,8202020Revenue 2021: $15,293,835Expenses 2021: $14,208,350Net Income 2021: $1,085,4852021Revenue 2022: $15,215,557Expenses 2022: $14,361,343Net Income 2022: $854,2142022Revenue 2023: $15,187,081Expenses 2023: $13,219,112Net Income 2023: $1,967,9692023Revenue 2024: $14,952,626Expenses 2024: $13,419,722Net Income 2024: $1,532,9042024

Highlighted filing

2015

Revenue$13,243,709
Expenses$12,714,439
Net Income$529,270
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Feb 11, 2016
Return Version
2014v6.0
Gross Receipts
$16,393,068
Mission and Program Overview

Mission

To provide health and welfare benefits to eligible participants and their dependents.

Manage and pay for medical costs and premiums for participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,807,317$5,328,903▲ $521,586
Investments in Publicly Traded Securities$3,946,964$4,976,596▲ $1,029,632
Accounts Receivable$1,092,679$1,057,094▼ $35,585
Cash and Non-Interest-Bearing Accounts$365,793$388,711▲ $22,918
Savings and Temporary Cash Investments$51,483$21,878▼ $29,605
Prepaid Expenses and Deferred Charges$4,542$4,462▼ $80
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$6,801,957$7,348,905▲ $546,948
Other Assets Total$1,340,496$900,164▼ $440,332
Liabilities
Other Liabilities$1,971,844$1,988,166▲ $16,322
Accounts Payable and Accrued Expenses$22,796$31,836▲ $9,040
Total Liabilities$1,994,640$2,020,002▲ $25,362
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,807,317$5,328,903▲ $521,586
Total Liabilities and Net Assets / Fund Balance$6,801,957$7,348,905▲ $546,948

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$389,281--
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Terry LansingTrustee/chairman
Andrew SternTrustee
John OntiverosTrustee
Sean HammondTrustee
Shad ClarkTrustee
Sheryl SalazarTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$13,158,305
Investment Income
$85,404
Other Revenue
$0
Change in Net Assets
$529,270

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,179,533
Revenue Not Reported on Financial Statements
$64,176
Revenue Not Reported on Form 990
$-7,684
Total Revenue per Audited Statements
$13,171,849
Total Revenue per Form 990
$13,243,709
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$310,540
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---$12,403,899
Fees for Services Management---$110,367
Fees for Service Investment Mgmnt Fees---$64,176
Fees for Services Accounting---$28,737
Fees for Services Legal---$26,707
Conferences and Meetings---$21,426
Insurance---$7,003
Office Expenses---$6,756
Other Expenses---$4,056
Total Functional Expenses$0$0$0$12,714,439

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$12,714,439
Expenses per Audited Statements$12,650,263
Total Expenses per Audited Statements$12,650,263
Expenses Not Reported on Financial Statements$64,176
Expenses Not Reported on Form 990$0
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
Benefits Payable$1,988,166
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The trust hires a professional third-party administrator to collect contributions, pay claims and medical insurance premiums, and record accounting transactions.”

Form 990, Part VI, Section A, Line 6

“Plan members consist of current and former employees covered by collective bargaining agreements with the bakery and confectionery workers international union, local 114 and others.”

Form 990, Part VI, Section B, Line 11

“The form 990 is reviewed by the plan administrator, legal counsel, and presented to a trustee before filing.”

Form 990, Part VI, Section B, Line 12C

“Trustees and service providers of the trust are expected to disclose any potential or actual conflict of interest. An informal review of potential and actual conflicts of interests may be conducted in accordance with the annual audit of the trust and the conflict of interest policy will be discussed by the trustees from time to time.”

Form 990, Part VI, Section B, Line 15

“None of the board of trustees are compensated. However, the plan's professional service providers' compensation for services rendered is approved by the board of trustees after discussion with legal counsel and other plan consultants.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST.”

Form 990, Part VII

“Shad clark - 7931 ne halsey suite 205, portland, or 97213. Terry lansing - 7931 ne halsey suite 205, portland, or 97213. Andrew stern - 622 ne 81st ave., portland, or 97213. John ontiveros - 2069 aldergrove ave, escondido, ca 92029. Sean hammond - po box 42121, portland, or 97242. Sheryl salazar - 315 ne 10th ave, portland, or 97232.”

Filing and Contact Details

Filer

Filer Name
Oregon Bakers Union Trust Fund
EIN
93-0464898
Phone
5032825581
Address
POBOX 4148, PORTLAND, OR 97208

Signing Officer

Name
Terry Lansing
Title
Chairman
Phone
5032561177
Signed
2016-02-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Terry Lansing
Formed
1952
Legal Domicile
Or
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Akt Llp
Address
5665 SW MEADOWS RD SUITE 200, LAKE OSWEGO, OR 97035
Preparer
Richard Cunningham CPA
Phone
5036204489
Supplemental Narrative

Additional Explanations

Part XII Line 2C

“Audited financial statements are reviewed by the board of trustees. This process has not changed from prior years.”

Raw XML Appendix336 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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IRS990ScheduleD/TotalLiabilityAmt01988166
IRS990ScheduleD/TotalRevenuePerForm990Amt013243709
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt013171849
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt012650263
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST HIRES A PROFESSIONAL THIRD-PARTY ADMINISTRATOR TO COLLECT CONTRIBUTIONS, PAY CLAIMS AND MEDICAL INSURANCE PREMIUMS, AND RECORD ACCOUNTING TRANSACTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PLAN MEMBERS CONSIST OF CURRENT AND FORMER EMPLOYEES COVERED BY COLLECTIVE BARGAINING AGREEMENTS WITH THE BAKERY AND CONFECTIONERY WORKERS INTERNATIONAL UNION, LOCAL 114 AND OTHERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS REVIEWED BY THE PLAN ADMINISTRATOR, LEGAL COUNSEL, AND PRESENTED TO A TRUSTEE BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRUSTEES AND SERVICE PROVIDERS OF THE TRUST ARE EXPECTED TO DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICT OF INTEREST. AN INFORMAL REVIEW OF POTENTIAL AND ACTUAL CONFLICTS OF INTERESTS MAY BE CONDUCTED IN ACCORDANCE WITH THE ANNUAL AUDIT OF THE TRUST AND THE CONFLICT OF INTEREST POLICY WILL BE DISCUSSED BY THE TRUSTEES FROM TIME TO TIME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NONE OF THE BOARD OF TRUSTEES ARE COMPENSATED. HOWEVER, THE PLAN'S PROFESSIONAL SERVICE PROVIDERS' COMPENSATION FOR SERVICES RENDERED IS APPROVED BY THE BOARD OF TRUSTEES AFTER DISCUSSION WITH LEGAL COUNSEL AND OTHER PLAN CONSULTANTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SHAD CLARK - 7931 NE HALSEY SUITE 205, PORTLAND, OR 97213. TERRY LANSING - 7931 NE HALSEY SUITE 205, PORTLAND, OR 97213. ANDREW STERN - 622 NE 81ST AVE., PORTLAND, OR 97213. JOHN ONTIVEROS - 2069 ALDERGROVE AVE, ESCONDIDO, CA 92029. SEAN HAMMOND - PO BOX 42121, PORTLAND, OR 97242. SHERYL SALAZAR - 315 NE 10TH AVE, PORTLAND, OR 97232.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7AUDITED FINANCIAL STATEMENTS ARE REVIEWED BY THE BOARD OF TRUSTEES. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VII
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7PART XII LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06801957
IRS990/TotalAssetsEOYAmt07348905
IRS990/TotalAssetsGrp/BOYAmt06801957
IRS990/TotalAssetsGrp/EOYAmt07348905
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt012714439
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01994640
IRS990/TotalLiabilitiesEOYAmt02020002
IRS990/TotalLiabilitiesGrp/BOYAmt01994640
IRS990/TotalLiabilitiesGrp/EOYAmt02020002
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04807317
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05328903
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt012403899
IRS990/TotalProgramServiceRevenueAmt013158305
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt085404
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt013158305
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt013243709
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06801957
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07348905
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07931 NE HALSEY ST 205
IRS990/USAddress/CityNm0PORTLAND
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097213
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TERRY LANSING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum05032561177
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OREGON BAKERS UNION TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0OREG
ReturnHeader/Filer/EIN0930464898
ReturnHeader/Filer/PhoneNum05032825581
ReturnHeader/Filer/USAddress/AddressLine1Txt0POBOX 4148
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097208
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930623286
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AKT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05665 SW MEADOWS RD SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE OSWEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097035
ReturnHeader/PreparerPersonGrp/PhoneNum05036204489
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD CUNNINGHAM CPA
ReturnHeader/ReturnTs02016-02-11T15:35:49-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-10-01
ReturnHeader/TaxPeriodEndDt02015-09-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$7,348,905
Liabilities
$2,020,002
Net assets
$5,328,903
Revenue
$13,243,709
Expenses
$12,714,439
Net income
$529,270
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.2$2.22$15.0$15.0$13.4$1.53
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.5$2.33$13.2$15.2$13.2$1.97
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.5$2.45$11.0$15.2$14.4$0.85
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.1$2.57$10.5$15.3$14.2$1.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.9$2.34$9.55$15.0$14.0$0.97
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.7$2.18$8.48$14.1$12.7$1.35
2018Detailed filing. Detailed filing data is available for this year.$9.20$2.21$6.99$14.3$12.6$1.71
2017Detailed filing. Detailed filing data is available for this year.$7.75$2.43$5.33$14.6$13.7$0.87
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.77$2.29$4.48$13.6$14.4$0.85
2015Detailed filing. Detailed filing data is available for this year.$7.35$2.02$5.33$13.2$12.7$0.53
2014Detailed filing. Detailed filing data is available for this year.$6.80$1.99$4.81$12.9$11.9$0.95
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.81$1.93$3.88$11.9
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.30$1.94$3.36$11.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.52$1.47$4.05$9.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.56$1.44$4.12$8.71