Civic Intelligence

Service Employees International Union Local No 49 Welfare Trust

990 • Fiscal year 2017 • EIN 93-6025789

Jun 01, 2016 to May 31, 2017 • Filed on Feb 15, 2018

Organization ProfileN/A

View Organization Page

PO Box 4148Portland, OR 97208

(503) 282-5581

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.34x

Higher debt load relative to assets than 83% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

62nd percentile

0.08x

Higher debt load relative to revenue than 62% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Net Margin

54th percentile

5.7%

Higher net margin than 54% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

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.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Asset Growth

92nd percentile

37%

Faster asset growth than 92% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

50th percentile

5.0%

Faster revenue growth than 50% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$3,072,559

Up $831,254 (+37%) from 2016

Net Assets

Up

$2,042,053

Up $756,583 (+59%) from 2016

Liabilities

Up

$1,030,506

Up $74,671 (+7.8%) from 2016

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin54th percentile

Revenue

Up

$13,250,658

Up $630,621 (+5.0%) from 2016

Expenses

Down

$12,495,575

Down $118,927 (-0.9%) from 2016

Net Income

Up

$755,083

Up $749,548 (+13542%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$15M$10M$5.0M$0Assets 2010: $5,223,495Liabilities 2010: $666,368Net Assets 2010: $4,557,1272010Assets 2011: $5,060,375Liabilities 2011: $626,624Net Assets 2011: $4,433,7512011Assets 2012: $4,961,681Liabilities 2012: $813,700Net Assets 2012: $4,147,9812012Assets 2013: $4,236,080Liabilities 2013: $850,995Net Assets 2013: $3,385,0852013Assets 2014: $3,012,880Liabilities 2014: $959,393Net Assets 2014: $2,053,4872014Assets 2015: $2,316,705Liabilities 2015: $1,059,566Net Assets 2015: $1,257,1392015Assets 2016: $2,241,305Liabilities 2016: $955,835Net Assets 2016: $1,285,4702016Assets 2017: $3,072,559Liabilities 2017: $1,030,506Net Assets 2017: $2,042,0532017Assets 2018: $3,468,488Liabilities 2018: $1,107,682Net Assets 2018: $2,360,8062018Assets 2019: $4,623,573Liabilities 2019: $1,162,991Net Assets 2019: $3,460,5822019Assets 2020: $6,517,338Liabilities 2020: $1,187,734Net Assets 2020: $5,329,6042020Assets 2021: $7,772,629Liabilities 2021: $1,265,326Net Assets 2021: $6,507,3032021Assets 2022: $9,226,265Liabilities 2022: $1,284,530Net Assets 2022: $7,941,7352022Assets 2023: $10,368,536Liabilities 2023: $1,380,936Net Assets 2023: $8,987,6002023Assets 2024: $11,668,152Liabilities 2024: $1,528,997Net Assets 2024: $10,139,1552024Assets 2025: $14,521,914Liabilities 2025: $1,876,998Net Assets 2025: $12,644,9162025

Highlighted filing

2017

Assets$3,072,559
Liabilities$1,030,506
Net Assets$2,042,053
Open 2017 Filing

Operations Trend

Revenue Growth50th percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $7,169,9642010Expenses 2011: $7,902,3872011Expenses 2012: $9,070,3522012Expenses 2013: $10,160,7832013Revenue 2014: $10,372,699Expenses 2014: $11,715,665Net Income 2014: -$1,342,9662014Revenue 2015: $12,228,893Expenses 2015: $13,041,018Net Income 2015: -$812,1252015Revenue 2016: $12,620,037Expenses 2016: $12,614,502Net Income 2016: $5,5352016Revenue 2017: $13,250,658Expenses 2017: $12,495,575Net Income 2017: $755,0832017Revenue 2018: $13,364,195Expenses 2018: $13,047,700Net Income 2018: $316,4952018Revenue 2019: $15,195,917Expenses 2019: $14,104,838Net Income 2019: $1,091,0792019Revenue 2020: $16,699,997Expenses 2020: $14,863,063Net Income 2020: $1,836,9342020Revenue 2021: $16,421,450Expenses 2021: $15,227,177Net Income 2021: $1,194,2732021Revenue 2022: $17,967,158Expenses 2022: $16,474,802Net Income 2022: $1,492,3562022Revenue 2023: $18,760,908Expenses 2023: $17,635,844Net Income 2023: $1,125,0642023Revenue 2024: $19,971,994Expenses 2024: $18,825,765Net Income 2024: $1,146,2292024Revenue 2025: $22,990,957Expenses 2025: $20,700,914Net Income 2025: $2,290,0432025

Highlighted filing

2017

Revenue$13,250,658
Expenses$12,495,575
Net Income$755,083
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Feb 15, 2018
Return Version
2016v3.1
Gross Receipts
$13,483,141
Mission and Program Overview

Mission

To provide health benefits to participants and their eligible dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,285,470$2,042,053▲ $756,583
Accounts Receivable$1,042,838$1,526,030▲ $483,192
Cash and Non-Interest-Bearing Accounts$246,356$588,352▲ $341,996
Prepaid Expenses and Deferred Charges$474,452$474,452→ $0
Investments in Publicly Traded Securities$467,794$439,741▼ $28,053
Savings and Temporary Cash Investments$9,865$43,984▲ $34,119
Total Assets$2,241,305$3,072,559▲ $831,254
Liabilities
Other Liabilities$943,478$1,016,613▲ $73,135
Accounts Payable and Accrued Expenses$12,357$13,893▲ $1,536
Total Liabilities$955,835$1,030,506▲ $74,671
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,285,470$2,042,053▲ $756,583
Total Liabilities and Net Assets / Fund Balance$2,241,305$3,072,559▲ $831,254
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Anna RobertsTrustee
Bill CaisseTrustee
Jim NowodworskiTrustee
Maggie LongTrustee
Paul EmperadorTrustee
Renato QuinteroTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
The Willaim C Earhart Co INCAdministrationPO BOX 4148, Portland, OR 97208$120,833
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$13,247,709
Investment Income
$2,949
Other Revenue
$0
Change in Net Assets
$755,083

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,247,158
Revenue Not Reported on Financial Statements
$3,500
Revenue Not Reported on Form 990
$1,500
Total Revenue per Audited Statements
$13,248,658
Total Revenue per Form 990
$13,250,658
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$268,255
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---$12,227,320
Fees for Services Management---$120,833
Fees for Services Other---$48,000
Fees for Services Accounting---$34,930
Fees for Services Legal---$24,954
Fees for Service Investment Mgmnt Fees---$3,500
All Other Expenses---$1,021
Other Expenses---$995
Total Functional Expenses$0$0$0$12,495,575

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$12,495,575
Expenses per Audited Statements$12,418,940
Total Expenses per Audited Statements$12,418,940
Expenses Not Reported on Financial Statements$76,635
Other Expense Adjustments$73,135
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$1,016,613
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

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

Form 990, Page 6, Part VI, 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 interest may be conducted by the trustees and the conflict of interest policy will be discussed by the trustees from time to time.”

Form 990, Page 6, Part VI, Line 15A

“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, Page 6, Part VI, Line 19

“Third party administrator will provide copies on request. It is also available on guidestar.org”

Filing and Contact Details

Filer

Filer Name
Service Employees International
EIN
93-6025789
Phone
5032825581
Address
PO BOX 4148, PORTLAND, OR 97208

Signing Officer

Name
Maggie Long
Title
Trustee
Phone
5032825581
Signed
2018-02-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Maggie Long
Formed
1958
Legal Domicile
Or
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
BJORKLUND & MONTPLAISIR CPA'S
Address
9020 SW WASHINGTON SQ RD SUITE 46, PORTLAND, OR 97223
Preparer
Richard a Layne
Phone
5036436400
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 4, Part XII, Line 4B

“Increase (decrease) in benefit liabilities 73,135”

Raw XML Appendix390 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/SupplementalInformationDetail/ExplanationTxt0INCREASE (DECREASE) IN BENEFIT LIABILITIES 73,135
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE PLAN ADMINISTRATOR, LEGAL COUNSEL, AND PRESENTED TO THE BOARD OF TRUSTEES BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUSTEES 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 INTEREST MAY BE CONDUCTED BY THE TRUSTEES AND THE CONFLICT OF INTEREST POLICY WILL BE DISCUSSED BY THE TRUSTEES FROM TIME TO TIME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NONE 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/ExplanationTxt3THIRD PARTY ADMINISTRATOR WILL PROVIDE COPIES ON REQUEST. IT IS ALSO AVAILABLE ON GUIDESTAR.ORG
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0ABLE BUILDING MAINTENANCE CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1ALLIED UNIVERSAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2AMERICAN BUILDING MAINTENANCE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3CENTERRA GROUP LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4G4S SECURE SOLUTIONS (USA) INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5GCA SERVICE GROUP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6GCA SERVICE GROUP (TIMELOSS)
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8MANOR MANAGEMENT SERVICES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9NATIONWIDE JANITORIAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt10PORTLAND MEADOWS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt11RELAY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt12SBM SITE SERVICES LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt13SECURITAS SECURITY SERVICES USA INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt14SERVICEMASTER BUILBING MAINTENANCE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt15SKYLINE BUILDING MAINTENANCE INC
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt17STATE BUILDING MTC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt18UNITED BUILDING SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt19UNIVERSAL PROTECTION SERVICE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt20XEROX
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
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IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt03072559
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
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IRS990/TotalGrossUBIAmt00
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IRS990/UponRequestInd0X
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IRS990/VotingMembersIndependentCnt06
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-03-14 21:41:22Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SERVICE EMPLOYEES INTERNATIONAL
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ReturnHeader/PreparerPersonGrp/PreparationDt02018-03-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD A LAYNE
ReturnHeader/ReturnTs02018-03-05T14:36:33-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,072,559
Liabilities
$1,030,506
Net assets
$2,042,053
Revenue
$13,250,658
Expenses
$12,495,575
Net income
$755,083
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$14.5$1.88$12.6$23.0$20.7$2.29
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.7$1.53$10.1$20.0$18.8$1.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.4$1.38$8.99$18.8$17.6$1.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.23$1.28$7.94$18.0$16.5$1.49
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.77$1.27$6.51$16.4$15.2$1.19
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.52$1.19$5.33$16.7$14.9$1.84
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.62$1.16$3.46$15.2$14.1$1.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.47$1.11$2.36$13.4$13.0$0.32
2017Detailed filing. Detailed filing data is available for this year.$3.07$1.03$2.04$13.3$12.5$0.76
2016Detailed filing. Detailed filing data is available for this year.$2.24$0.96$1.29$12.6$12.6$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.32$1.06$1.26$12.2$13.0$0.81
2014Detailed filing. Detailed filing data is available for this year.$3.01$0.96$2.05$10.4$11.7$1.34
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.24$0.85$3.39$10.2
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.96$0.81$4.15$9.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.06$0.63$4.43$7.90
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.22$0.67$4.56$7.17