Civic Intelligence

Umta Trust

990 • Fiscal year 2016 • EIN 93-6029224

Jul 01, 2015 to Jun 30, 2016 • Filed on May 11, 2017

Organization ProfileN/A

View Organization Page

1919 NE Pacific Street No 200Portland, OR 97232

(503) 235-8363

Siviq Scores

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

Liabilities / Assets

70th percentile

0.14x

Higher debt load relative to assets than 70% of similar nonprofits.

2016 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2016

Liabilities / Revenue

75th percentile

0.17x

Higher debt load relative to revenue than 75% of similar nonprofits.

2016 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2016

Net Margin

82nd percentile

17%

Higher net margin than 82% of similar nonprofits.

2016 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2016

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2016 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2016

Asset Growth

78th percentile

13%

Faster asset growth than 78% of similar nonprofits.

2016 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Revenue Growth

16th percentile

-12%

Faster revenue growth than 16% of similar nonprofits.

2016 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$39,735,176

Up $4,629,654 (+13%) from 2015

Net Assets

Up

$34,108,800

Up $5,580,429 (+20%) from 2015

Liabilities

Down

$5,626,376

Down $950,775 (-14%) from 2015

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin82nd percentile

Revenue

Down

$32,692,599

Down $4,636,068 (-12%) from 2015

Expenses

Down

$27,248,222

Down $5,866,398 (-18%) from 2015

Net Income

Up

$5,444,377

Up $1,230,330 (+29%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2016

Assets$39,735,176
Liabilities$5,626,376
Net Assets$34,108,800
Open 2016 Filing

Operations Trend

Revenue Growth16th 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

2016

Revenue$32,692,599
Expenses$27,248,222
Net Income$5,444,377
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 11, 2017
Return Version
2015v3.0
Gross Receipts
$57,491,767
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
Rtn Earn Endowment Incm Other Fnds$28,528,371$34,108,800▲ $5,580,429
Investments in Publicly Traded Securities$28,913,540$32,010,620▲ $3,097,080
Cash and Non-Interest-Bearing Accounts$3,982,431$7,052,789▲ $3,070,358
Savings and Temporary Cash Investments$1,567,237--
Accounts Receivable$425,016$482,414▲ $57,398
Prepaid Expenses and Deferred Charges-$189,353-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$35,105,522$39,735,176▲ $4,629,654
Other Assets Total$217,298--
Liabilities
Other Liabilities$0$2,789,984▲ $2,789,984
Deferred Revenue$2,794,902$2,567,761▼ $227,141
Accounts Payable and Accrued Expenses$3,782,249$268,631▼ $3,513,618
Total Liabilities$6,577,151$5,626,376▼ $950,775
Net Assets / Fund Balance
Total Net Assets Fund Balance$28,528,371$34,108,800▲ $5,580,429
Total Liabilities and Net Assets / Fund Balance$35,105,522$39,735,176▲ $4,629,654
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Kurt ZetzscheTrustee
Martha CoxTrustee
Mike EcksteinTrustee
Steve FugateTrustee
Rex SmithTrustee - Past

Highest Paid Contractors

ContractorServicesLocationCompensation
US Benefits INCClaims Administration1919 NE PACIFIC ST STE 100, Portland, OR 97232$1,207,200
Uea INCContract Administration1919 NE PACIFIC ST STE 200, Portland, OR 97232$503,946
Zelis Claims IntegrityClaims Editing And Cost Management2 CROSSROADS DRIVE, Bedminster, NJ 07921$361,519
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$31,457,931
Investment Income
$1,205,503
Other Revenue
$29,165
Change in Net Assets
$5,444,377

Audited Revenue Reconciliation

Revenue per Audited Statements
$32,592,571
Revenue Not Reported on Financial Statements
$100,028
Revenue Not Reported on Form 990
$404,553
Total Revenue per Audited Statements
$32,997,124
Total Revenue per Form 990
$32,692,599
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,742,175
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---$24,506,047
Fees for Services Other---$2,420,570
Fees for Service Investment Mgmnt Fees---$100,028
Fees for Services Management---$60,000
Fees for Services Accounting---$45,128
Fees for Services Legal---$38,178
Information Technology---$22,680
Insurance---$13,882
Other Expenses---$13,699
Travel---$8,069
Conferences and Meetings---$2,470
Office Expenses---$656
Total Functional Expenses$0$0$0$27,248,222

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$27,634,340
Total Expenses per Audited Statements$27,634,340
Total Expenses per Form 990$27,248,222
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-386,118
Other Expense Adjustments$-486,146
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
Claims Payable and Incurred But Not Reported$2,730,157
Insurance Premiums Payable$59,827
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“There are no committees with the authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11

“The director of operations reviews the form 990 with the trustees prior to filing the form.”

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Umta Trust
EIN
93-6029224
Phone
5032358363
Address
1919 NE PACIFIC STREET NO 200, PORTLAND, OR 97232

Signing Officer

Name
Martha Cox
Title
Trustee
Phone
5032358363
Signed
2017-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Martha Cox
Formed
1950
Legal Domicile
Or
Voting Board Members
4
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Lindquist Llp
Address
5000 EXECUTIVE PARKWAY SUITE 400, SAN RAMON, CA 94583
Preparer
James N Browning
Phone
9252779100
Supplemental Narrative

Additional Explanations

FORM 990, PART IX, LINE 11G:

“Plan administration $1,703,196 pharmacy administration 130,894 claims editing and cost containment 535,780 consulting and actuarial 50,700 total $2,420,570”

FORM 990, PART XII, LINE 2C:

“The board of trustees has responsibility for oversight of the audit and selection of an independent auditor. The process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require management to evaluate the tax positions taken by the plan and to recognize a tax liability if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. Management has analyzed the tax positions taken by the plan and has concluded that, as of june 30, 2016, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the consolidated financial statements. The plan is subject to routine audits by the taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan believes it is no longer subject to income tax examinations for the fiscal years prior to 2013.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Changes in benefit obligations -486,146.”

Raw XML AppendixShowing 400 of 434 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/PYTotalExpensesAmt033114620
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt037328667
IRS990/ReconcilationRevenueExpnssAmt05444377
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt028528371
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt034108800
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01567237
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-386118
IRS990ScheduleD/ExpensesSubtotalAmt027634340
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0100028
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0100028
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0404553
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-486146
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02730157
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt159827
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS PAYABLE AND INCURRED BUT NOT REPORTED
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1INSURANCE PREMIUMS PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt0404553
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0100028
IRS990ScheduleD/RevenueSubtotalAmt032592571
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE PLAN AND TO RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF JUNE 30, 2016, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2013.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGES IN BENEFIT OBLIGATIONS -486,146.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt027248222
IRS990ScheduleD/TotalLiabilityAmt02789984
IRS990ScheduleD/TotalRevenuePerForm990Amt032692599
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt032997124
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt027634340
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE DIRECTOR OF OPERATIONS REVIEWS THE FORM 990 WITH THE TRUSTEES PRIOR TO FILING THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONSOLIDATED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR SUCH INFORMATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PLAN ADMINISTRATION $1,703,196 PHARMACY ADMINISTRATION 130,894 CLAIMS EDITING AND COST CONTAINMENT 535,780 CONSULTING AND ACTUARIAL 50,700 TOTAL $2,420,570
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF TRUSTEES HAS RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT AUDITOR. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
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 IX, LINE 11G:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 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/EndOfYearAssetsAmt01512341
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0MT
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0CAPTIVE INSURANCE
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt02485270
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/BusinessNameLine1Txt0UEA INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1US BENEFITS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt01919 NE PACIFIC STREET SUITE 200
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt11919 NE PACIFIC STREET SUITE 100
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/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0UNITED METAL TRADES ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NOT APPLICABLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2UNITED METAL TRADES ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0RETIREMENT PLAN FOR THE EMPLOYEES OF THE UMTA & ITS AFFILIATES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1UNITED METAL TRADES ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2401(K) PLAN OF THE UNITED METAL TRADES ASSOCIATION & ITS AFFILIATES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0930302009
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1930302009
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2930302009
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0DEFINED BENEFIT PENSION PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1LABOR RELATIONS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2DEFINED CONTRIBUTION PENSION PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0906 NE 19TH AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1906 NE 19TH AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2906 NE 19TH AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PORTLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1PORTLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2PORTLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd097232
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd197232
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd297232
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0THE FILING ORGANIZATION IS A MULTIEMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF JUNE 30, 2016, THERE ARE APPROXIMATELY 44 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS, INCLUDING NAMES, ADDRESSES AND OTHER CONTACT INFORMATION. THE FEDERAL TAX CLASSIFICATION (DISREGARDED ENTITY, TAX EXEMPT ORGANIZATION, PARTNERSHIP, TAXABLE CORPORATION OR TRUST) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND IT COULD NOT BE REASONABLY OBTAINED. AS A RESULT THE NAME OF THE CONTRIBUTING EMPLOYERS ARE LISTED ON PART VII BELOW AND NOT ON PARTS II THROUGH IV BY FEDERAL TAX CLASSIFICATION. GMP LOCAL #139 WEBSTER IRONWORKERS SHOPMEN GILBERTSON MACHINE TOM STEVENS BOILER REPAIR WAYRON, INC. OCHOCO MANUFACTURING HOGAN FAB INC INTERSTATE MANUFACTURING PEERLESS PATTERN WORKS KACH MACHINE WORKS WILLAMETTE PATTERN WORKS OREGON AUTO SPRING PAUL BRONG MACHINE PULL IT CORPORATION INTEGRATED POWER SERVICES RIVER CITY PATTERN PENINSULA IRON WORKS ROEMER ELECTRIC PORTLAND PATTERN WORKS UEA INC. TIDLAND CORPORATION PREMIER GEAR & MACHINE GTE METAL FABRICATORS SMALL PARTS MANUFACTURING DEPENDABLE PATTERN WORKS PACKAGE CONTAINERS PORTLAND BOLT & MFG CO. THOMPSON METAL FAB GALVANIZERS COMPANY VANCOUVER IRON & STEEL THE WESTERN GROUP RUAN TRANSPORTATION VOITH PAPER ROLLS SOUTH INC ROCKMORE INTERNATIONAL PIERCE PACIFIC FOUGHT & COMPANY INC. ZIMMERMAN METALS CANRON WESTERN HARDER MECHANICAL ALLIED SYSTEMS OREGON IRON WORKS COLUMBIA STEEL CASTING CASCADE STEEL MILLS
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS:
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt035105522
IRS990/TotalAssetsEOYAmt039735176
IRS990/TotalAssetsGrp/BOYAmt035105522
IRS990/TotalAssetsGrp/EOYAmt039735176
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt027248222
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06577151
IRS990/TotalLiabilitiesEOYAmt05626376
IRS990/TotalLiabilitiesGrp/BOYAmt06577151
IRS990/TotalLiabilitiesGrp/EOYAmt05626376
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt028528371
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt034108800
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt031457931
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01205503
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt031487096
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt032692599
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt035105522
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt039735176
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt08069
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01919 NE PACIFIC ST STE 200

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,735,176
Liabilities
$5,626,376
Net assets
$34,108,800
Revenue
$32,692,599
Expenses
$27,248,222
Net income
$5,444,377
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
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