Civic Intelligence

Umta Trust

990 • Fiscal year 2010 • EIN 93-6029224

Jul 01, 2009 to Jun 30, 2010 • Filed on Mar 30, 2012

Organization ProfileN/A

View Organization Page

906 NE 19th Avenue97232
Siviq Scores

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

Liabilities / Assets

77th percentile

0.23x

Higher debt load relative to assets than 77% of similar nonprofits.

2010 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets77th percentile

Assets

$21,629,245

No earlier filing loaded for comparison.

Net Assets

$16,677,704

No earlier filing loaded for comparison.

Liabilities

$4,951,541

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$39,355,123

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60M$40M$20M$0Assets 2010: $21,629,245Liabilities 2010: $4,951,541Net Assets 2010: $16,677,7042010Assets 2011: $23,781,822Liabilities 2011: $5,560,556Net Assets 2011: $18,221,2662011Assets 2012: $23,702,617Liabilities 2012: $6,336,942Net Assets 2012: $17,365,6752012Assets 2013: $24,457,969Liabilities 2013: $3,871,411Net Assets 2013: $20,586,5582013Assets 2014: $33,132,828Liabilities 2014: $7,900,969Net Assets 2014: $25,231,8592014Assets 2015: $35,105,522Liabilities 2015: $6,577,151Net Assets 2015: $28,528,3712015Assets 2016: $39,735,176Liabilities 2016: $5,626,376Net Assets 2016: $34,108,8002016Assets 2017: $40,280,298Liabilities 2017: $5,557,579Net Assets 2017: $34,722,7192017Assets 2018: $41,665,551Liabilities 2018: $4,980,599Net Assets 2018: $36,684,9522018Assets 2019: $43,298,392Liabilities 2019: $5,475,023Net Assets 2019: $37,823,3692019Assets 2020: $44,971,352Liabilities 2020: $5,252,111Net Assets 2020: $39,719,2412020Assets 2021: $45,622,593Liabilities 2021: $5,075,222Net Assets 2021: $40,547,3712021Assets 2022: $40,189,293Liabilities 2022: $5,139,239Net Assets 2022: $35,050,0542022Assets 2023: $38,905,735Liabilities 2023: $3,077,377Net Assets 2023: $35,828,3582023Assets 2024: $39,895,094Liabilities 2024: $3,273,911Net Assets 2024: $36,621,1832024

Highlighted filing

2010

Assets$21,629,245
Liabilities$4,951,541
Net Assets$16,677,704
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60M$40M$20M$0-$20MExpenses 2010: $39,355,1232010Expenses 2011: $42,873,2192011Expenses 2012: $46,219,5902012Expenses 2013: $37,641,8132013Revenue 2014: $37,370,262Expenses 2014: $33,746,867Net Income 2014: $3,623,3952014Revenue 2015: $37,328,667Expenses 2015: $33,114,620Net Income 2015: $4,214,0472015Revenue 2016: $32,692,599Expenses 2016: $27,248,222Net Income 2016: $5,444,3772016Revenue 2017: $27,815,927Expenses 2017: $26,684,988Net Income 2017: $1,130,9392017Revenue 2018: $22,791,093Expenses 2018: $20,069,642Net Income 2018: $2,721,4512018Revenue 2019: $23,599,226Expenses 2019: $24,415,653Net Income 2019: -$816,4272019Revenue 2020: $22,499,798Expenses 2020: $21,811,332Net Income 2020: $688,4662020Revenue 2021: $22,031,571Expenses 2021: $21,823,876Net Income 2021: $207,6952021Revenue 2022: $20,076,101Expenses 2022: $20,412,819Net Income 2022: -$336,7182022Revenue 2023: $16,433,080Expenses 2023: $17,350,162Net Income 2023: -$917,0822023Revenue 2024: $18,005,075Expenses 2024: $18,550,821Net Income 2024: -$545,7462024

Highlighted filing

2010

Revenue-
Expenses$39,355,123
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2009 to Jun 30, 2010
Signed
Mar 30, 2012
Return Version
2009v1.7
Gross Receipts
$44,684,972
Mission and Program Overview

Mission

To provide participating employer's employees with health, life, and disability benefits and wellness and clinical testing programs.

Filing and Contact Details

Filer

EIN
93-6029224
Raw XML Appendix375 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/Form990ScheduleDPartXIV/Explanation0The Trust files tax returns in the U.S. federal jurisdiction. The Trust is no longer subject to U.S. federal income tax examinations by tax authorities for years before 2003. The Trust does not enter into transactions or take uncertain tax positions that would require adjustment to or disclosure in the financial statements under Financial Accounting Standards Board (FASB) Accounting Standards Codification (ASC) 740, Income Taxes. The Trust continually evaluates expiring statutes of limitations, changes in tax law and new authoritative rulings.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1Unrealized appreciation of assets: 741603.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation2Change in estimated accrual for pending & unreported benefit claims: 1663548.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0Part X:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1Part XII, Line 2d - Other Adjustments:
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IRS990ScheduleD/OtherSecurities/Description2U.S. Government securities
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IRS990ScheduleO/GeneralExplanation/Explanation0The organization does not have committees with authority to act on behalf of the governing body.
IRS990ScheduleO/GeneralExplanation/Explanation1The Executive Director reviews and approves the Form 990 prior to its filing.
IRS990ScheduleO/GeneralExplanation/Explanation2The Association makes its governing documents and financial statements available to the public upon request for such information.
IRS990ScheduleO/GeneralExplanation/Explanation3The Board of Trustees assumes responsibility for oversight of the audit and its financial statements and selection of an independent accountant.
IRS990ScheduleO/GeneralExplanation/Explanation4990, Part I, Line 14 and Part IX, Line 4 Amendment of 990 The Form 990 has been amended to account for a receivable in the amount of $364,309 due from a pharmaceutical claims processing vendor as of June 30, 2010. As a result, "benefits paid to or for members" decreased by $364,309.
IRS990ScheduleO/GeneralExplanation/Explanation5990, Part IX, Line 24a and 24b Explanation for changes on amended tax return Claims editing services expense of $478,095 has been reported separately on the amended Form 990, line 24b. The original Form 990 reported this expense on line 24a with "plan administration" expenses. Plan administration expenses reported on the amended Form 990 has decreased to $1,696,905.
IRS990ScheduleO/GeneralExplanation/Explanation6990, Part X, Line 4 Amendment of 990 Accounts receivable reported on the amended Form 990 increased by $364,309 for amounts due from a pharmaceutical claims processing vendor.
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990, Part VI, Section A, line 8b
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IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine11Not applicable
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ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Isler Northwest LLC
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ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0972015692
ReturnHeader/Preparer/Name0Stephanie M Marcella
ReturnHeader/Preparer/Phone05032245321
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02009-07-01
ReturnHeader/TaxPeriodEndDate02010-06-30
ReturnHeader/TaxYear02009
ReturnHeader/Timestamp02012-04-11T20:15:50-05:00

Document Assets

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Filings

Displayed year

2010 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$21,629,245
Liabilities
$4,951,541
Net assets
$16,677,704
Revenue
-
Expenses
$39,355,123
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.9$3.27$36.6$18.0$18.6$0.55
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.9$3.08$35.8$16.4$17.4$0.92
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.2$5.14$35.1$20.1$20.4$0.34
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.6$5.08$40.5$22.0$21.8$0.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.0$5.25$39.7$22.5$21.8$0.69
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.3$5.48$37.8$23.6$24.4$0.82
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.7$4.98$36.7$22.8$20.1$2.72
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.3$5.56$34.7$27.8$26.7$1.13
2016Detailed filing. Detailed filing data is available for this year.$39.7$5.63$34.1$32.7$27.2$5.44
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.1$6.58$28.5$37.3$33.1$4.21
2014Detailed filing. Detailed filing data is available for this year.$33.1$7.90$25.2$37.4$33.7$3.62
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.5$3.87$20.6$37.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.7$6.34$17.4$46.2
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.8$5.56$18.2$42.9
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.6$4.95$16.7$39.4
Peer Organizations

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