Civic Intelligence

Umta Trust

990 • Fiscal year 2015 • EIN 93-6029224

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 14, 2016

Organization ProfileN/A

View Organization Page

906 NE 19th AvenuePortland, OR 97232

(503) 235-8361

Siviq Scores

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

Liabilities / Assets

69th percentile

0.19x

Higher debt load relative to assets than 69% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

72nd percentile

0.18x

Higher debt load relative to revenue than 72% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2015

Net Margin

71st percentile

11%

Higher net margin than 71% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2015 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2015

Asset Growth

63rd percentile

6.0%

Faster asset growth than 63% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

34th percentile

-0.1%

Faster revenue growth than 34% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$35,105,522

Up $1,972,694 (+6.0%) from 2014

Net Assets

Up

$28,528,371

Up $3,296,512 (+13%) from 2014

Liabilities

Down

$6,577,151

Down $1,323,818 (-17%) from 2014

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin71st percentile

Revenue

Down

$37,328,667

Down $41,595 (-0.1%) from 2014

Expenses

Down

$33,114,620

Down $632,247 (-1.9%) from 2014

Net Income

Up

$4,214,047

Up $590,652 (+16%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2015

Assets$35,105,522
Liabilities$6,577,151
Net Assets$28,528,371
Open 2015 Filing

Operations Trend

Revenue Growth34th percentile

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

2015

Revenue$37,328,667
Expenses$33,114,620
Net Income$4,214,047
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 14, 2016
Return Version
2014v6.0
Gross Receipts
$49,315,337
Mission and Program Overview

Mission

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

To enable the association, its members and affiliates to make available to their interested employees, officers and their dependents such group benefit programs as may be established, required or maintained pursuant to collective bargaining or otherwise desired from time to time.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$26,089,565$28,913,540▲ $2,823,975
Cap Stk Tr Prin Current Funds$21,043,256$25,231,859▲ $4,188,603
Cash and Non-Interest-Bearing Accounts$4,707,058$3,982,431▼ $724,627
Rtn Earn Endowment Incm Other Fnds$4,188,603$3,296,512▼ $892,091
Savings and Temporary Cash Investments$1,640,524$1,567,237▼ $73,287
Accounts Receivable$479,860$425,016▼ $54,844
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$33,132,828$35,105,522▲ $1,972,694
Other Assets Total$215,821$217,298▲ $1,477
Liabilities
Accounts Payable and Accrued Expenses$4,871,153$3,782,249▼ $1,088,904
Deferred Revenue$3,029,816$2,794,902▼ $234,914
Total Liabilities$7,900,969$6,577,151▼ $1,323,818
Net Assets / Fund Balance
Total Net Assets Fund Balance$25,231,859$28,528,371▲ $3,296,512
Total Liabilities and Net Assets / Fund Balance$33,132,828$35,105,522▲ $1,972,694
Compensation and Service Providers
Top Officer Pay44th percentile

Board Members and Trustees

NameTitle
Kurt ZetzscheTrustee
Martha CoxTrustee
Mike EcksteinTrustee
Rex SmithTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
US Benefits IncClaims administration906 NE 19th Avenue, Portland, OR 97232$1,207,200
United Employers Association IncContract administration906 NE 19th Avenue, Portland, OR 97232$456,000
Premier Healthcare Exchange IncClaims editing and cost management2 Crossroads Drive Suite 1, Bedminster, NJ 07921$323,131
Qualis HealthHealthcare management10700 Meridian Ave N Suite 100 PO, Seattle, WA 98133$133,231
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$35,652,862
Investment Income
$1,656,146
Other Revenue
$19,659
Change in Net Assets
$4,214,047

Audited Revenue Reconciliation

Revenue per Audited Statements
$37,328,667
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-917,535
Total Revenue per Audited Statements
$36,411,132
Total Revenue per Form 990
$37,328,667
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,690,781
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---$30,423,839
Fees for Service Investment Mgmnt Fees---$94,028
Fees for Services Other---$57,482
Fees for Services Accounting---$39,666
Other Expenses---$24,208
All Other Expenses---$23,244
Insurance---$9,963
Fees for Services Legal---$7,693
Travel---$2,964
Office Expenses---$443
Total Functional Expenses$0$0$0$33,114,620

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$34,843,098
Expenses per Audited Statements$33,424,544
Total Expenses per Form 990$33,114,620
Expenses Not Reported on Form 990$1,418,554
Expenses Not Reported on Financial Statements$-309,924
Other Expense Adjustments$-309,924
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
No
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, Part VI, Section A, line 8B

“The organization does not have committees with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, line 11

“The Executive Director reviews and approves the Form 990 prior to its filing.”

Form 990, Part VI, Section C, line 19

“The organization makes its governing documents and financial statements available to the public upon request for such information.”

Filing and Contact Details

Filer

Filer Name
UMTA Trust
EIN
93-6029224
Phone
5032358361
Address
906 NE 19th Avenue, Portland, OR 97232

Signing Officer

Name
Martha Cox
Title
Trustee
Phone
5032358361
Signed
2016-01-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Martha Cox
Formed
1950
Legal Domicile
Or
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Isler Northwest LLC
Address
1300 SW 5th Ave 2900, Portland, OR 97201-5692
Preparer
Stephanie Marcella
Phone
5032245321
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C:

“The Board of Trustees assumes responsibility for oversight of the audit and its financial statements and selection of an independent accountant.”

Financial Statement Notes

Part X, Line 2:

“Accounting 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, 2015, 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 2009.”

Part XII, Line 2D - Other Adjustments:

“Stop loss premiums paid which were eliminated on consolidated Form 990 1,418,554.”

Part XII, Line 4B - Other Adjustments:

“Change in estimated accrual for pending & unreported benefit claims -884,000. Disregarded entity's expenses reported on consolidated Form 990 574,076.”

Raw XML AppendixShowing 400 of 415 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/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03296512
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01640524
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01567237
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt01418554
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-309924
IRS990ScheduleD/ExpensesSubtotalAmt033424544
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-917535
IRS990ScheduleD/OtherExpensesIncludedAmt01418554
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-309924
IRS990ScheduleD/RevenueNotReportedAmt0-917535
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt037328667
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting 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, 2015, 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 2009.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Stop loss premiums paid which were eliminated on consolidated Form 990 1,418,554.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Change in estimated accrual for pending & unreported benefit claims -884,000. Disregarded entity's expenses reported on consolidated Form 990 574,076.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 2d - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XII, Line 4b - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt033114620
IRS990ScheduleD/TotalRevenuePerForm990Amt037328667
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt036411132
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt034843098
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization does not have committees with authority to act on behalf of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Executive Director reviews and approves the Form 990 prior to its filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization makes its governing documents and financial statements available to the public upon request for such information.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Board of Trustees assumes responsibility for oversight of the audit and its financial statements and selection of an independent accountant.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XII, Line 2c:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0UMTA Trust
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0UMTA Trust Captive LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0472319691
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt01270439
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0Captive insurance
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt00
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt0906 NE 19th Avenue
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0Portland
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0OR
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd097232
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0United Metal Trades Association
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt1United Metal Trades Association
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0930991444
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1930929070
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt1C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1OR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0Contract administration
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1Claims administration
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0United Employers Association Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1US Benefits Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0906 NE 19th Avenue
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt1906 NE 19th Avenue
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0Portland
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm1Portland
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0OR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd1OR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd097232
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd197232
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0United Metal Trades Association
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1Not applicable
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Retirement Plan for the Employees of the UMTA & Its Affiliates
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1United Metal Trades Association
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0930302009
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1930302009
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0401(a)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(c)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Defined benefit pension plan
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1Labor relations
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0906 NE 19th Avenue
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1906 NE 19th Avenue
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Portland
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1Portland
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd097232
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd197232
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt033132828
IRS990/TotalAssetsEOYAmt035105522
IRS990/TotalAssetsGrp/BOYAmt033132828
IRS990/TotalAssetsGrp/EOYAmt035105522
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt033114620
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07900969
IRS990/TotalLiabilitiesEOYAmt06577151
IRS990/TotalLiabilitiesGrp/BOYAmt07900969
IRS990/TotalLiabilitiesGrp/EOYAmt06577151
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt025231859
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt028528371
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt035652862
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0640788
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt036687879
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt037328667
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt033132828
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt035105522
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt02964
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0906 NE 19th Avenue
IRS990/USAddress/CityNm0Portland
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097232
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Martha Cox
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05032358361
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UMTA Trust
ReturnHeader/Filer/BusinessNameControlTxt0UNIT
ReturnHeader/Filer/EIN0936029224
ReturnHeader/Filer/PhoneNum05032358361
ReturnHeader/Filer/USAddress/AddressLine1Txt0906 NE 19th Avenue
ReturnHeader/Filer/USAddress/CityNm0Portland

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
$35,105,522
Liabilities
$6,577,151
Net assets
$28,528,371
Revenue
$37,328,667
Expenses
$33,114,620
Net income
$4,214,047
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
2015Detailed filing. Detailed filing data is available for this year.$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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