Civic Intelligence

Umta Trust

990 • Fiscal year 2012 • EIN 93-6029224

Jul 01, 2011 to Jun 30, 2012 • Filed on May 03, 2013

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

78th percentile

0.27x

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

2012 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

32nd percentile

-0.3%

Faster asset growth than 32% of similar nonprofits.

2012 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$23,702,617

Down $79,205 (-0.3%) from 2011

Net Assets

Down

$17,365,675

Down $855,591 (-4.7%) from 2011

Liabilities

Up

$6,336,942

Up $776,386 (+14%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$46,219,590

Up $3,346,371 (+7.8%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

2012

Assets$23,702,617
Liabilities$6,336,942
Net Assets$17,365,675
Open 2012 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

2012

Revenue-
Expenses$46,219,590
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
May 3, 2013
Return Version
2011v1.5
Gross Receipts
$49,328,213
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 Appendix388 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/Explanation0Accounting principles generally accepted in the United States of America require plan management to evaluate tax positions taken by the Plan and recognize a tax liability (or asset) if the Plan has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. The plan administrator has analyzed the tax positions taken by the Plan, and has concluded that as of June 30, 2012, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan administrator believes it is no longer subject to tax examinations for years prior to 2006.
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IRS990ScheduleO/GeneralExplanation/Explanation1The Executive Director reviews and approves the Form 990 prior to its filing.
IRS990ScheduleO/GeneralExplanation/Explanation2The organization makes its governing documents and financial statements available to the public upon request for such information.
IRS990ScheduleO/GeneralExplanation/Explanation3Net unrealized gains on investments: 266,007.
IRS990ScheduleO/GeneralExplanation/Explanation4The Board of Trustees assumes responsibility for oversight of the audit and its financial statements and selection of an independent accountant.
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ReturnHeader/Officer/Phone05032358361
ReturnHeader/Officer/Title0Trustee
ReturnHeader/Preparer/DatePrepared02013-05-03
ReturnHeader/PreparerFirm/EIN0204823470
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Isler Northwest LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101300 SW 5th Ave 2900
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Portland
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0972015692
ReturnHeader/Preparer/Name0Stephanie Marcella
ReturnHeader/Preparer/Phone05032245321
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-05-09T16:05:47-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$23,702,617
Liabilities
$6,336,942
Net assets
$17,365,675
Revenue
-
Expenses
$46,219,590
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
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.6$4.95$16.7$39.4
Peer Organizations

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