Civic Intelligence

Umta Trust

990 • Fiscal year 2022 • EIN 93-6029224

Jul 01, 2021 to Jun 30, 2022 • Filed on May 15, 2023

Organization ProfileN/A

View Organization Page

1919 NE Pacific Street Suite 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

0.13x

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

2022 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

79th percentile

0.26x

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

2022 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2022

Net Margin

30th percentile

-1.7%

Higher net margin than 30% of similar nonprofits.

2022 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2022

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.

2022 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2022

Asset Growth

32nd percentile

-12%

Faster asset growth than 32% of similar nonprofits.

2022 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

26th percentile

-8.9%

Faster revenue growth than 26% of similar nonprofits.

2022 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets66th percentile

Assets

Down

$40,189,293

Down $5,433,300 (-12%) from 2021

Net Assets

Down

$35,050,054

Down $5,497,317 (-14%) from 2021

Liabilities

Up

$5,139,239

Up $64,017 (+1.3%) from 2021

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin30th percentile

Revenue

Down

$20,076,101

Down $1,955,470 (-8.9%) from 2021

Expenses

Down

$20,412,819

Down $1,411,057 (-6.5%) from 2021

Net Income

Down

-$336,718

Down $544,413 (-262%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

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

Highlighted filing

2022

Assets$40,189,293
Liabilities$5,139,239
Net Assets$35,050,054
Open 2022 Filing

Operations Trend

Revenue Growth26th 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

2022

Revenue$20,076,101
Expenses$20,412,819
Net Income-$336,718
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 15, 2023
Return Version
2021v4.2
Gross Receipts
$33,997,153
Mission and Program Overview

Mission

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

See schedule O

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$42,060,230$36,037,062▼ $6,023,168
Rtn Earn Endowment Incm Other Fnds$40,547,371$35,050,054▼ $5,497,317
Cash and Non-Interest-Bearing Accounts$2,908,318$3,574,844▲ $666,526
Accounts Receivable$629,677$558,421▼ $71,256
Prepaid Expenses and Deferred Charges$24,368$18,966▼ $5,402
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$45,622,593$40,189,293▼ $5,433,300
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$3,369,625$3,335,862▼ $33,763
Deferred Revenue$1,456,061$1,411,040▼ $45,021
Accounts Payable and Accrued Expenses$249,536$392,337▲ $142,801
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$5,075,222$5,139,239▲ $64,017
Net Assets / Fund Balance
Total Net Assets Fund Balance$40,547,371$35,050,054▼ $5,497,317
Total Liabilities and Net Assets / Fund Balance$45,622,593$40,189,293▼ $5,433,300
Compensation and Service Providers
Top Officer Pay44th percentile

Board Members and Trustees

NameTitle
John RudiTrustee
Martha CoxTrustee
Wayne SearleTrustee (Resigned 10/13/21)
See Sch O for CompensationPAID BY RELATED ORGANIZATIONs

Highest Paid Contractors

ContractorServicesLocationCompensation
US Benefits IncClaims Admin1919 NE Pacific St Ste 100, Portland, OR 97232$896,904
UEA IncContract Admin1919 NE Pacific St Ste 200, Portland, OR 97232$693,455
Zelis Claims IntegrityClms editng/CST MGMT2 Crossroads Drive, Bedminster, NJ 07921$305,043
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$17,790,069
Investment Income
$2,251,068
Other Revenue
$34,964
Change in Net Assets
$-336,718

Audited Revenue Reconciliation

Revenue per Audited Statements
$19,949,657
Revenue Not Reported on Financial Statements
$126,444
Revenue Not Reported on Form 990
$-5,160,599
Total Revenue per Audited Statements
$14,789,058
Total Revenue per Form 990
$20,076,101
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,572,598
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---$17,840,221
Fees for Services Other---$2,157,654
Fees for Service Investment Mgmnt Fees---$126,444
Fees for Services Legal---$72,385
Fees for Services Management---$60,000
Information Technology---$59,581
Fees for Services Accounting---$34,656
Insurance---$27,722
Travel---$10,776
Other Expenses---$9,188
Conferences and Meetings---$4,168
Total Functional Expenses$0$0$0$20,412,819

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$20,412,819
Expenses per Audited Statements$20,320,137
Total Expenses per Audited Statements$20,320,137
Expenses Not Reported on Financial Statements$92,682
Other Expense Adjustments$-33,762
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Claims Payable and Ibnr$3,283,165
Insurance premiums payable$52,697
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 35% controlled entity
No
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, the organizaton's accountant, and the trustees review the form 990 prior to filing.”

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.”

FORM 990 PART VII, Section A Line 1A:

“TRUSTEES ARE NOT COMPENSATED BY THE TRUST. The Trustees of the UMTA Trust are comprised of employees among the subscribing entities that make up the Trust's membership. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT REBECCA BOTHNE, CONTROLLER.”

Filing and Contact Details

Filer

Filer Name
Umta Trust
EIN
93-6029224
In Care Of
% REBECCA BOTHNE CONTROLLER
Phone
5032358363
Address
1919 NE Pacific Street Suite 200, Portland, OR 97232

Signing Officer

Name
Martha Cox
Title
Trustee
Phone
5032358363
Signed
2023-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Martha Cox
Formed
1950
Legal Domicile
Or
Voting Board Members
2
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

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

Additional Explanations

FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:

“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.”

FORM 990, PART XII, LINE 2C:

“The board of trustees has the 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

“Description:plan administration total fees:1588404”

Form 990 Part IX Line 11G

“Description:claims editing total fees:225934”

Form 990 Part IX Line 11G

“Description:cost containment total fees:267816”

Form 990 Part IX Line 11G

“Description:consulting/actuarial total fees:75500”

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 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, 2022 and 2021, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or assets) 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 periods in progress.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Changes in benefit obligations -33,762”

Raw XML AppendixShowing 400 of 518 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/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt013921052
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE PARTICIPATING EMPLOYER'S EMPLOYEES WITH HEALTH, LIFE, AND DISABILITY BENEFITS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt040547371
IRS990/NetAssetsOrFundBalancesEOYAmt035050054
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01344298
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01344298
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-5160599
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Miscellaneous
IRS990/OtherExpensesGrp/Desc1PCORI Fee
IRS990/OtherExpensesGrp/TotalAmt010024
IRS990/OtherExpensesGrp/TotalAmt19188
IRS990/OtherLiabilitiesGrp/BOYAmt03369625
IRS990/OtherLiabilitiesGrp/EOYAmt03335862
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0PROCESSING FEES & FINANCE INCOME
IRS990/OtherRevenueMiscGrp/Desc1Miscellaneous Income
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt010635
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt124329
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt010635
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt124329
IRS990/OtherRevenueTotalAmt034964
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt024368
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt018966
IRS990/PrincipalOfficerNm0MARTHA COX
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0Employer Contributions
IRS990/ProgramServiceRevenueGrp/Desc1Participant Contributions
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt017711477
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt178592
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt017711477
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt178592
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt019342406
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02751254
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02481470
IRS990/PYOtherRevenueAmt053451
IRS990/PYProgramServiceRevenueAmt019226866
IRS990/PYRevenuesLessExpensesAmt0207695
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt021823876
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt022031571
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-336718
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt040547371
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt035050054
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt092682
IRS990ScheduleD/ExpensesSubtotalAmt020320137
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0126444
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0126444
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-5160599
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-33762
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03283165
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt152697
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS PAYABLE AND IBNR
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Insurance premiums payable
IRS990ScheduleD/RevenueNotReportedAmt0-5160599
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0126444
IRS990ScheduleD/RevenueSubtotalAmt019949657
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require Plan management to evaluate 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, 2022 and 2021, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or assets) 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 periods in progress.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGES IN BENEFIT OBLIGATIONS -33,762
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalExpensesPerForm990Amt020412819
IRS990ScheduleD/TotalLiabilityAmt03335862
IRS990ScheduleD/TotalRevenuePerForm990Amt020076101
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt014789058
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt020320137
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE DIRECTOR OF OPERATIONS, THE ORGANIZATON'S ACCOUNTANT, AND THE TRUSTEES REVIEW THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3IF 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/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND CONSOLIDATED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR SUCH INFORMATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TRUSTEES ARE NOT COMPENSATED BY THE TRUST. The Trustees of the UMTA Trust are comprised of employees among the subscribing entities that make up the Trust's membership. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT REBECCA BOTHNE, CONTROLLER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE BOARD OF TRUSTEES HAS THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT AUDITOR. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DESCRIPTION:PLAN ADMINISTRATION TOTAL FEES:1588404
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DESCRIPTION:CLAIMS EDITING TOTAL FEES:225934
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9DESCRIPTION:COST CONTAINMENT TOTAL FEES:267816
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10DESCRIPTION:CONSULTING/ACTUARIAL TOTAL FEES:75500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990 PART VII, Section A Line 1A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990 PART IX LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990 PART IX LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990 PART IX LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990 PART IX LINE 11G
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0UMTA Trust
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0UMTA Trust Captive LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0472319691
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt04052574
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0MT
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0Captive insur
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt02224378
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt0906 NE 19th Avenue
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0Portland
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0OR
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd097232
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0See Part VII
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt1See Part VII
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0930991444
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1930929070
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C Corp
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt1C Corp
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1OR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0Contract admin
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1Claims admin
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/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0See Pt VII
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2See Pt VII
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Retirement Plan for the Employees of the
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1United Metal Trades Association
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2401(k) Plan of the United Metal Trades A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0930302009
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1930302009
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2930302009
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(A)

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,189,293
Liabilities
$5,139,239
Net assets
$35,050,054
Revenue
$20,076,101
Expenses
$20,412,819
Net income
-$336,718
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
2022Detailed filing. Detailed filing data is available for this year.$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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