Civic Intelligence

Umta Trust

990 • Fiscal year 2017 • EIN 93-6029224

Jul 01, 2016 to Jun 30, 2017 • Filed on Apr 13, 2018

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

66th percentile

0.14x

Higher debt load relative to assets than 66% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

79th percentile

0.20x

Higher debt load relative to revenue than 79% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Net Margin

47th percentile

4.1%

Higher net margin than 47% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Asset Growth

26th percentile

1.4%

Faster asset growth than 26% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

8th percentile

-15%

Faster revenue growth than 8% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$40,280,298

Up $545,122 (+1.4%) from 2016

Net Assets

Up

$34,722,719

Up $613,919 (+1.8%) from 2016

Liabilities

Down

$5,557,579

Down $68,797 (-1.2%) from 2016

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin47th percentile

Revenue

Down

$27,815,927

Down $4,876,672 (-15%) from 2016

Expenses

Down

$26,684,988

Down $563,234 (-2.1%) from 2016

Net Income

Down

$1,130,939

Down $4,313,438 (-79%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2017

Assets$40,280,298
Liabilities$5,557,579
Net Assets$34,722,719
Open 2017 Filing

Operations Trend

Revenue Growth8th 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

2017

Revenue$27,815,927
Expenses$26,684,988
Net Income$1,130,939
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Apr 13, 2018
Return Version
2016v3.0
Gross Receipts
$47,750,673
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$34,108,800$34,722,719▲ $613,919
Investments in Publicly Traded Securities$32,010,620$32,725,246▲ $714,626
Cash and Non-Interest-Bearing Accounts$7,052,789$7,011,034▼ $41,755
Accounts Receivable$482,414$391,525▼ $90,889
Prepaid Expenses and Deferred Charges$189,353$152,493▼ $36,860
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$39,735,176$40,280,298▲ $545,122
Liabilities
Other Liabilities$2,789,984$3,650,748▲ $860,764
Deferred Revenue$2,567,761$1,685,292▼ $882,469
Accounts Payable and Accrued Expenses$268,631$221,539▼ $47,092
Total Liabilities$5,626,376$5,557,579▼ $68,797
Net Assets / Fund Balance
Total Net Assets Fund Balance$34,108,800$34,722,719▲ $613,919
Total Liabilities and Net Assets / Fund Balance$39,735,176$40,280,298▲ $545,122
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Brandon TrumpTrustee
John RudiTrustee
Kurt ZetzscheTrustee
Martha CoxTrustee
Mike EcksteinTrustee
Steve FugateTrustee

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$531,919
Zelis Claims IntegrityClaims Editing And Cost Management2 CROSSROADS DRIVE, Bedminster, NJ 07921$288,819
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$26,526,458
Investment Income
$1,242,558
Other Revenue
$46,911
Change in Net Assets
$1,130,939

Audited Revenue Reconciliation

Revenue per Audited Statements
$27,712,234
Revenue Not Reported on Financial Statements
$103,693
Revenue Not Reported on Form 990
$-517,020
Total Revenue per Audited Statements
$27,195,214
Total Revenue per Form 990
$27,815,927
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,651,158
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---$24,033,830
Fees for Services Other---$2,320,490
Fees for Service Investment Mgmnt Fees---$103,693
Fees for Services Management---$60,000
Information Technology---$46,683
Fees for Services Legal---$36,175
Fees for Services Accounting---$34,881
Insurance---$17,477
Other Expenses---$10,111
Travel---$4,209
Conferences and Meetings---$3,035
Office Expenses---$2,508
Total Functional Expenses$0$0$0$26,684,988

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$26,684,988
Expenses per Audited Statements$25,720,526
Total Expenses per Audited Statements$25,720,526
Expenses Not Reported on Financial Statements$964,462
Other Expense Adjustments$860,769
Expenses Not Reported on Form 990$0
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$3,584,553
Insurance Premiums Payable$66,195
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
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 11B

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

Form 990, Part VI, Section B, Line 12C

“If and when a potential conflict of interest is disclosed, the interested person will be given the opportunity to disclose all material facts to the trustee, officer or member of a committee with governing board delegated powers considering the proposed transaction or arrangement. An interested person covered under the policy includes any trustee, officer or member of a committee with governing board delegated powers. The remaining board or committee members shall decide if a conflict of interest exists.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy 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
2018-04-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Martha Cox
Formed
1950
Legal Domicile
Or
Voting Board Members
6
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 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.”

FORM 990, PART IX, LINE 11G:

“Plan administration 1,645,800 pharmacy administration 108,569 claims editing and cost containment 497,456 consulting and actuarial 68,665 total 2,320,490”

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, 2017, 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 2014.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Changes in benefit obligations 860,769.”

Raw XML AppendixShowing 400 of 448 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0268631
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0221539
IRS990/AccountsReceivableGrp/BOYAmt0482414
IRS990/AccountsReceivableGrp/EOYAmt0391525
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO 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.
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt024033830
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0REBECCA ANDERSON
IRS990/BooksInCareOfDetail/PhoneNum05035952163
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01919 NE PACIFIC ST STE 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd097232
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt07052789
IRS990/CashNonInterestBearingGrp/EOYAmt07011034
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt03
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt03035
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt01207200
IRS990/ContractorCompensationGrp/CompensationAmt1531919
IRS990/ContractorCompensationGrp/CompensationAmt2288819
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01919 NE PACIFIC ST STE 100
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt11919 NE PACIFIC ST STE 200
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt22 CROSSROADS DRIVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0PORTLAND
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1PORTLAND
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2BEDMINSTER
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0OR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1OR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2NJ
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd097232
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd197232
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd207921
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0US BENEFITS INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1UEA INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2ZELIS CLAIMS INTEGRITY
IRS990/ContractorCompensationGrp/ServicesDesc0CLAIMS ADMINISTRATION
IRS990/ContractorCompensationGrp/ServicesDesc1CONTRACT ADMINISTRATION
IRS990/ContractorCompensationGrp/ServicesDesc2CLAIMS EDITING AND COST MANAGEMENT
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt024033830
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01242558
IRS990/CYOtherExpensesAmt02651158
IRS990/CYOtherRevenueAmt046911
IRS990/CYProgramServiceRevenueAmt026526458
IRS990/CYRevenuesLessExpensesAmt01130939
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt026684988
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt027815927
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt02567761
IRS990/DeferredRevenueGrp/EOYAmt01685292
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDED DEATH, SICKNESS AND HOSPITALIZATION BENEFITS TO COVERED MEMBERS
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd01
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt034881
IRS990/FeesForServicesLegalGrp/TotalAmt036175
IRS990/FeesForServicesManagementGrp/TotalAmt060000
IRS990/FeesForServicesOtherGrp/TotalAmt02320490
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0103693
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.42
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.42
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.30
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0KURT ZETZSCHE
IRS990/Form990PartVIISectionAGrp/PersonNm1STEVE FUGATE
IRS990/Form990PartVIISectionAGrp/PersonNm2MIKE ECKSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm3MARTHA COX
IRS990/Form990PartVIISectionAGrp/PersonNm4BRANDON TRUMP
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN RUDI
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01950
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0432200
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt020366946
IRS990/GrossReceiptsAmt047750673
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt046683
IRS990/InsuranceGrp/TotalAmt017477
IRS990/InvestmentIncomeGrp/ExclusionAmt0810358
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0810358
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt032010620
IRS990/InvestmentsPubTradedSecGrp/EOYAmt032725246
IRS990/IRPDocumentCnt01407
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OR
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt019934746
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE PARTICIPATING EMPLOYER'S EMPLOYEES WITH HEALTH, LIFE, AND DISABILITY BENEFITS AND WELLNESS AND CLINICAL TESTING PROGRAMS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt034108800
IRS990/NetAssetsOrFundBalancesEOYAmt034722719
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0432200
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0432200
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-517020
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt02508
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PCORI FEE
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt011896
IRS990/OtherExpensesGrp/TotalAmt110111
IRS990/OtherLiabilitiesGrp/BOYAmt02789984
IRS990/OtherLiabilitiesGrp/EOYAmt03650748
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0PROCESSING FEES & FINANCE INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt046911
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt046911
IRS990/OtherRevenueTotalAmt046911
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0189353
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0152493
IRS990/PrincipalOfficerNm0MARTHA COX
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt026397204
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1129254
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt026397204
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1129254
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt024506047
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01205503
IRS990/PYOtherExpensesAmt02742175
IRS990/PYOtherRevenueAmt029165
IRS990/PYProgramServiceRevenueAmt031457931
IRS990/PYRevenuesLessExpensesAmt05444377
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt027248222
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt032692599
IRS990/ReconcilationRevenueExpnssAmt01130939
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt034108800
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt034722719
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0964462
IRS990ScheduleD/ExpensesSubtotalAmt025720526
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0103693
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0103693
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-517020
IRS990ScheduleD/OtherExpensesNotIncludedAmt0860769
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03584553
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt166195
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS PAYABLE AND INCURRED BUT NOT REPORTED
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1INSURANCE PREMIUMS PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt0-517020
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0103693
IRS990ScheduleD/RevenueSubtotalAmt027712234
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, 2017, 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 2014.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGES IN BENEFIT OBLIGATIONS 860,769.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt026684988
IRS990ScheduleD/TotalLiabilityAmt03650748
IRS990ScheduleD/TotalRevenuePerForm990Amt027815927
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt027195214
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt025720526
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/ExplanationTxt2IF AND WHEN A POTENTIAL CONFLICT OF INTEREST IS DISCLOSED, THE INTERESTED PERSON WILL BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE TRUSTEE, OFFICER OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AN INTERESTED PERSON COVERED UNDER THE POLICY INCLUDES ANY TRUSTEE, OFFICER OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND CONSOLIDATED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR SUCH INFORMATION.
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/ExplanationTxt5PLAN ADMINISTRATION 1,645,800 PHARMACY ADMINISTRATION 108,569 CLAIMS EDITING AND COST CONTAINMENT 497,456 CONSULTING AND ACTUARIAL 68,665 TOTAL 2,320,490
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G:
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/EndOfYearAssetsAmt02669474
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0MT
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0CAPTIVE INSURANCE
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt02030140
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, 2017, THERE ARE APPROXIMATELY 43 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 NAMES OF THE CONTRIBUTING EMPLOYERS ARE LISTED ON PART VII BELOW AND NOT ON PARTS II THROUGH IV BY FEDERAL TAX CLASSIFICATION. ALLIED SYSTEMS CANRON WESTERN COLUMBIA STEEL CASTING DEPENDABLE PATTERN WORKS FOUGHT & COMPANY INC. GALVANIZERS COMPANY GILBERTSON MACHINE GMP LOCAL #139 GTE METAL FABRICATORS HARDER MECHANICAL HOGAN FAB INC INTEGRATED POWER SERVICES INTERSTATE MANUFACTURING IRONWORKERS SHOPMEN KACH MACHINE WORKS OCHOCO MANUFACTURING OREGON AUTO SPRING OREGON IRON WORKS PACKAGE CONTAINERS PAUL BRONG MACHINE PEERLESS PATTERN WORKS PENINSULA IRON WORKS PIERCE PACIFIC PORTLAND BOLT & MFG CO. PORTLAND PATTERN WORKS PREMIER GEAR & MACHINE PULL IT CORPORATION RIVER CITY PATTERN ROCKMORE INTERNATIONAL ROEMER ELECTRIC RUAN TRANSPORTATION SMALL PARTS MANUFACTURING THE WESTERN GROUP THOMPSON METAL FAB TIDLAND CORPORATION TOM STEVENS BOILER REPAIR UEA INC. VANCOUVER IRON & STEEL WEBSTER WILLAMETTE PATTERN WORKS ZIMMERMAN METALS BOARD OF DIRECTORS 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/TotalAssetsBOYAmt039735176
IRS990/TotalAssetsEOYAmt040280298
IRS990/TotalAssetsGrp/BOYAmt039735176
IRS990/TotalAssetsGrp/EOYAmt040280298
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt026684988
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05626376
IRS990/TotalLiabilitiesEOYAmt05557579
IRS990/TotalLiabilitiesGrp/BOYAmt05626376
IRS990/TotalLiabilitiesGrp/EOYAmt05557579
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt034108800
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt034722719
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt026526458
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01242558
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt026573369
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt027815927
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt039735176

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
$40,280,298
Liabilities
$5,557,579
Net assets
$34,722,719
Revenue
$27,815,927
Expenses
$26,684,988
Net income
$1,130,939
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
2017Detailed filing. Detailed filing data is available for this year.$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

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)9 • $25M-$50M nonprofits