Civic Intelligence

Masonry Welfare Trust

990 • Fiscal year 2020 • EIN 93-6023043

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

Organization ProfileN/A

View Organization Page

9848 E BurnsidePortland, OR 97216

(503) 254-4022

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.63x

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

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

94th percentile

0.55x

Higher debt load relative to revenue than 94% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Net Margin

43rd percentile

2.8%

Higher net margin than 43% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Asset Growth

50th percentile

7.0%

Faster asset growth than 50% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

41st percentile

-2.4%

Faster revenue growth than 41% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$9,491,741

Up $619,133 (+7.0%) from 2019

Net Assets

Up

$3,503,395

Up $363,172 (+12%) from 2019

Liabilities

Up

$5,988,346

Up $255,961 (+4.5%) from 2019

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin43rd percentile

Revenue

Down

$10,899,220

Down $269,861 (-2.4%) from 2019

Expenses

Up

$10,593,785

Up $604,986 (+6.1%) from 2019

Net Income

Down

$305,435

Down $874,847 (-74%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$40M$20M$0-$20M-$40MAssets 2010: $8,138,154Liabilities 2010: $30,744,974Net Assets 2010: -$22,606,8202010Assets 2011: $7,691,094Liabilities 2011: $36,250,280Net Assets 2011: -$28,559,1862011Assets 2012: $6,634,021Liabilities 2012: $5,837,937Net Assets 2012: $796,0842012Assets 2013: $6,960,196Liabilities 2013: $5,381,332Net Assets 2013: $1,578,8642013Assets 2014: $5,739,452Liabilities 2014: $5,337,180Net Assets 2014: $402,2722014Assets 2015: $5,194,531Liabilities 2015: $24,522,519Net Assets 2015: -$19,327,9882015Assets 2016: $5,318,588Liabilities 2016: $25,423,052Net Assets 2016: -$20,104,4642016Assets 2017: $6,194,238Liabilities 2017: $4,769,818Net Assets 2017: $1,424,4202017Assets 2018: $6,755,219Liabilities 2018: $4,307,802Net Assets 2018: $2,447,4172018Assets 2019: $8,872,608Liabilities 2019: $5,732,385Net Assets 2019: $3,140,2232019Assets 2020: $9,491,741Liabilities 2020: $5,988,346Net Assets 2020: $3,503,3952020Assets 2021: $9,004,841Liabilities 2021: $4,462,676Net Assets 2021: $4,542,1652021Assets 2022: $7,202,135Liabilities 2022: $4,216,204Net Assets 2022: $2,985,9312022Assets 2023: $6,925,475Liabilities 2023: $6,053,268Net Assets 2023: $872,2072023Assets 2024: $6,584,752Liabilities 2024: $5,334,817Net Assets 2024: $1,249,9352024

Highlighted filing

2020

Assets$9,491,741
Liabilities$5,988,346
Net Assets$3,503,395
Open 2020 Filing

Operations Trend

Revenue Growth41st percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $6,973,7352010Revenue 2011: $7,364,518Expenses 2011: $8,544,275Net Income 2011: -$1,179,7572011Expenses 2012: $8,737,8082012Revenue 2013: $9,837,831Expenses 2013: $8,447,114Net Income 2013: $1,390,7172013Revenue 2014: $7,557,136Expenses 2014: $9,050,289Net Income 2014: -$1,493,1532014Revenue 2015: $8,124,942Expenses 2015: $8,832,869Net Income 2015: -$707,9272015Revenue 2016: $9,576,345Expenses 2016: $9,447,822Net Income 2016: $128,5232016Revenue 2017: $9,952,822Expenses 2017: $9,099,567Net Income 2017: $853,2552017Revenue 2018: $9,438,817Expenses 2018: $8,628,228Net Income 2018: $810,5892018Revenue 2019: $11,169,081Expenses 2019: $9,988,799Net Income 2019: $1,180,2822019Revenue 2020: $10,899,220Expenses 2020: $10,593,785Net Income 2020: $305,4352020Revenue 2021: $9,561,769Expenses 2021: $10,073,512Net Income 2021: -$511,7432021Revenue 2022: $9,376,409Expenses 2022: $10,070,822Net Income 2022: -$694,4132022Revenue 2023: $9,930,869Expenses 2023: $12,033,261Net Income 2023: -$2,102,3922023Revenue 2024: $9,280,876Expenses 2024: $9,205,756Net Income 2024: $75,1202024

Highlighted filing

2020

Revenue$10,899,220
Expenses$10,593,785
Net Income$305,435
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.0
Gross Receipts
$10,960,353
Mission and Program Overview

Mission

To provide health, life, disability, and vacation benefits for participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,906,229$7,734,265▲ $828,036
Rtn Earn Endowment Incm Other Fnds$3,140,223$3,503,395▲ $363,172
Accounts Receivable$735,167$680,879▼ $54,288
Cash and Non-Interest-Bearing Accounts$1,051,576$458,734▼ $592,842
Savings and Temporary Cash Investments$171,847$167,598▼ $4,249
Prepaid Expenses and Deferred Charges$2,362$2,392▲ $30
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$8,872,608$9,491,741▲ $619,133
Other Assets Total$5,427$447,873▲ $442,446
Liabilities
Other Liabilities$4,971,902$5,331,126▲ $359,224
Deferred Revenue$510,855$459,104▼ $51,751
Accounts Payable and Accrued Expenses$249,628$198,116▼ $51,512
Total Liabilities$5,732,385$5,988,346▲ $255,961
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,140,223$3,503,395▲ $363,172
Total Liabilities and Net Assets / Fund Balance$8,872,608$9,491,741▲ $619,133
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
John CarlsonChairman
Dustin BradfordTrustee
Emily EatonTrustee
Keith WrightTrustee
Matt BromleyTrustee
Matt EleazerTrustee
Nathan StoreyTrustee
Shawn LenczowskiTrustee
Mike TitusSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Masonry Industry Trust AdminAdministration9848 E Burnside, Portland, OR 97216$369,225
Bradley MiddletonLegal Services6950 SW Hampton St Ste 250, Tigard, OR 97223$129,790
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$10,038,113
Investment Income
$372,462
Other Revenue
$488,645
Change in Net Assets
$305,435

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,889,864
Revenue Not Reported on Financial Statements
$9,356
Revenue Not Reported on Form 990
$456,214
Total Revenue per Audited Statements
$11,346,078
Total Revenue per Form 990
$10,899,220
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$614,844
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---$9,978,941
Fees for Services Legal---$129,790
Fees for Services Accounting---$60,052
Other Expenses---$22,029
Office Expenses---$13,079
Fees for Service Investment Mgmnt Fees---$9,356
Fees for Services Other---$6,000
Insurance---$5,313
Total Functional Expenses$0$0$0$10,593,785

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$10,593,785
Expenses per Audited Statements$10,566,383
Total Expenses per Audited Statements$10,566,383
Expenses Not Reported on Financial Statements$27,402
Other Expense Adjustments$18,046
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
Insider Transactions and Loans

Loans and Receivables

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

Other Reported Liabilities

LiabilityAmount
Postretirement obligations$2,522,148
Accumulated eligibility$1,764,133
Incurred but not reported claims$730,000
Reported but not paid claims$314,845
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The Form 990 will be reviewed by an officer prior to filing.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization makes no documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Masonry Welfare Trust
EIN
93-6023043
Phone
5032544022
Address
9848 E Burnside, Portland, OR 97216

Signing Officer

Name
John Carlson
Title
Chairman
Signed
2021-11-11
Discuss with paid preparer
Yes

Organization Details

Formed
1953
Legal Domicile
Or
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
Middleton & Co CPA PC
Address
9725 SW Bvtn-Hlsdl Hwy 220, Beaverton, OR 97005
Preparer
Laurel Tamanaha CPA
Phone
5036267624
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Change in estimated accumulated eligibility = $8039”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Change in postretirement benefit obligations = -$406516”

Schedule R (Form 990)

“Reasonable efforts were made to obtain the information required to be reported in Schedule R from all employers that made contributions to the organization during the tax year, with written requests to obtain this information. All information that was understood to be reported is included with this filing, if such information was successfully obtained from the employer through these reasonable efforts.”

Financial Statement Notes

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Change in current benefit obligations $18046”

Raw XML AppendixShowing 400 of 1,147 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/NetUnrlzdGainsLossesInvstAmt0456214
IRS990/NoListedPersonsCompensatedInd0X
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IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt013079
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IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
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IRS990/OtherAssetsTotalGrp/BOYAmt05427
IRS990/OtherAssetsTotalGrp/EOYAmt0447873
IRS990/OtherChangesInNetAssetsAmt0-398477
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Self administration expenses
IRS990/OtherExpensesGrp/Desc1Miscellaneous
IRS990/OtherExpensesGrp/TotalAmt0369225
IRS990/OtherExpensesGrp/TotalAmt122029
IRS990/OtherLiabilitiesGrp/BOYAmt04971902
IRS990/OtherLiabilitiesGrp/EOYAmt05331126
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IRS990/OtherRevenueMiscGrp/Desc0ECHO Revenue
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IRS990/OtherRevenueMiscGrp/Desc2Stop-loss reimbursement
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt015749
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1359
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0678125
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt19359988
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt19359988
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt09351562
IRS990/PYInvestmentIncomeAmt0186528
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0637237
IRS990/PYOtherRevenueAmt066615
IRS990/PYProgramServiceRevenueAmt010915938
IRS990/PYRevenuesLessExpensesAmt01180282
IRS990/PYTotalExpensesAmt09988799
IRS990/PYTotalRevenueAmt011169081
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0305435
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03140223
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03503395
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0171847
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0167598
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IRS990ScheduleD/ExpensesNotRptFinclStmtAmt027402
IRS990ScheduleD/ExpensesSubtotalAmt010566383
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt09356
IRS990ScheduleD/InvestmentExpensesNotIncldAmt09356
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0456214
IRS990ScheduleD/OtherExpensesNotIncludedAmt018046
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01764133
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1730000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt22522148
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3314845
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Accumulated eligibility
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Incurred but not reported claims
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Postretirement obligations
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3Reported but not paid claims
IRS990ScheduleD/RevenueNotReportedAmt0456214
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt09356
IRS990ScheduleD/RevenueSubtotalAmt010889864
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Change in current benefit obligations $18046
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S
IRS990ScheduleD/TotalExpensesPerForm990Amt010593785
IRS990ScheduleD/TotalLiabilityAmt05331126
IRS990ScheduleD/TotalRevenuePerForm990Amt010899220
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt011346078
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt010566383
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Form 990 will be reviewed by an officer prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization makes no documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Change in estimated accumulated eligibility = $8039
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Change in postretirement benefit obligations = -$406516
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Reasonable efforts were made to obtain the information required to be reported in Schedule R from all employers that made contributions to the organization during the tax year, with written requests to obtain this information. All information that was understood to be reported is included with this filing, if such information was successfully obtained from the employer through these reasonable efforts.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Changes In Net Assets Or Fund Balances - Other Increases
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Changes In Net Assets Or Fund Balances - Other Decreases
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Schedule R (Form 990)
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd3false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd4false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd5false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd6false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd7false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd8false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd9false
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd11false
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd13false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd14false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd15false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd16false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd17false
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd25false
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd55false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0Koch Chemical Tech

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,491,741
Liabilities
$5,988,346
Net assets
$3,503,395
Revenue
$10,899,220
Expenses
$10,593,785
Net income
$305,435
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.58$5.33$1.25$9.28$9.21$0.08
2023Detailed filing. Detailed filing data is available for this year.$6.93$6.05$0.87$9.93$12.0$2.10
2022Detailed filing. Detailed filing data is available for this year.$7.20$4.22$2.99$9.38$10.1$0.69
2021Detailed filing. Detailed filing data is available for this year.$9.00$4.46$4.54$9.56$10.1$0.51
2020Detailed filing. Detailed filing data is available for this year.$9.49$5.99$3.50$10.9$10.6$0.31
2019Detailed filing. Detailed filing data is available for this year.$8.87$5.73$3.14$11.2$9.99$1.18
2018Detailed filing. Detailed filing data is available for this year.$6.76$4.31$2.45$9.44$8.63$0.81
2017Detailed filing. Detailed filing data is available for this year.$6.19$4.77$1.42$9.95$9.10$0.85
2016Detailed filing. Detailed filing data is available for this year.$5.32$25.4$20.1$9.58$9.45$0.13
2015Detailed filing. Detailed filing data is available for this year.$5.19$24.5$19.3$8.12$8.83$0.71
2014Detailed filing. Detailed filing data is available for this year.$5.74$5.34$0.40$7.56$9.05$1.49
2013Detailed filing. Detailed filing data is available for this year.$6.96$5.38$1.58$9.84$8.45$1.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.63$5.84$0.80$8.74
2011Summary only. Only limited summary data is available for this year.$7.69$36.3$28.6$7.36$8.54$1.18
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.14$30.7$22.6$6.97