Civic Intelligence

Unknown Organization

990 • Fiscal year 2013 • EIN 93-6042567

Jul 01, 2012 to Jun 30, 2013 • Filed on Apr 03, 2014

Organization ProfileN/A

View Organization Page

7600 SW Mohawk StSuite97062

(800) 654-4411

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2013

Liabilities / Revenue

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2013

Net Margin

80th percentile

19%

Higher net margin than 80% of similar nonprofits.

2013 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

1st percentile

-100%

Faster asset growth than 1% of similar nonprofits.

2013 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$1

Down $29,285,045 (-100%) from 2012

Net Assets

Down

$0

Down $10,850,160 (-100%) from 2012

Liabilities

Down

$0

Down $18,434,886 (-100%) from 2012

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin80th percentile

Revenue

$43,213,042

No earlier filing loaded for comparison.

Expenses

Down

$35,044,133

Down $39,916,408 (-53%) from 2012

Net Income

$8,168,909

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

$150M$100M$50M$0Assets 2010: $20,822,874Liabilities 2010: $18,414,923Net Assets 2010: $2,407,9512010Assets 2011: $20,346,257Liabilities 2011: $19,060,172Net Assets 2011: $1,286,0852011Assets 2012: $29,285,046Liabilities 2012: $18,434,886Net Assets 2012: $10,850,1602012Assets 2013: $1Liabilities 2013: $0Net Assets 2013: $02013Assets 2015: $111,239,937Liabilities 2015: $26,119,370Net Assets 2015: $85,120,5672015

Highlighted filing

2013

Assets$1
Liabilities$0
Net Assets$0
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150M$100M$50M$0Expenses 2010: $79,414,5162010Expenses 2011: $82,366,5512011Expenses 2012: $74,960,5412012Revenue 2013: $43,213,042Expenses 2013: $35,044,133Net Income 2013: $8,168,9092013Revenue 2015: $141,667,973Expenses 2015: $117,635,570Net Income 2015: $24,032,4032015

Highlighted filing

2013

Revenue$43,213,042
Expenses$35,044,133
Net Income$8,168,909
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Apr 3, 2014
Return Version
2013v3.1
Gross Receipts
$46,035,901
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$16,449,271$0▼ $16,449,271
Rtn Earn Endowment Incm Other Fnds$10,850,160$0▼ $10,850,160
Accounts Receivable$7,800,222$0▼ $7,800,222
Investments in Publicly Traded Securities$5,001,543$0▼ $5,001,543
Prepaid Expenses and Deferred Charges$34,010$0▼ $34,010
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--
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$29,285,046$0▼ $29,285,046
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$18,323,399$0▼ $18,323,399
Accounts Payable and Accrued Expenses$111,487$0▼ $111,487
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$18,434,886$0▼ $18,434,886
Net Assets / Fund Balance
Total Net Assets Fund Balance$10,850,160$0▼ $10,850,160
Total Liabilities and Net Assets / Fund Balance$29,285,046$0▼ $29,285,046
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Brent BohnTrustee
Frank JorgensenTrustee
Jeff AndersonTrustee
Kevin BillmanTrustee
cindy thorntonTrustee
dAn clayTrustee
lisa dupellTrustee
lynda hartTrustee
matt smithTrustee
scott powersTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
REGENCE BLUECROSS BLUESHIELD of orePpo Provider Admin.-$2,167,195
Express ScriptsClaims Cost Control-$196,608
segal companyactuarial services-$115,818
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$43,175,714
Investment Income
$37,328
Other Revenue
$0
Change in Net Assets
$8,168,909

Audited Revenue Reconciliation

Revenue per Audited Statements
$43,213,042
Revenue Not Reported on Form 990
$-3,324
Total Revenue per Audited Statements
$43,209,718
Total Revenue per Form 990
$43,213,042
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$755,299
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---$34,288,834
Fees for Services Management---$320,975
Fees for Services Other---$181,242
Office Expenses---$146,754
Fees for Services Accounting---$44,901
Insurance---$20,737
Fees for Services Legal---$18,491
Conferences and Meetings---$11,802
Fees for Service Investment Mgmnt Fees---$10,397
Total Functional Expenses$0$0$0$35,044,133

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$35,044,133
Total Expenses per Audited Statements$35,044,133
Total Expenses per Form 990$35,044,133
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
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes
Filing and Contact Details

Filer

EIN
93-6042567
In Care Of
% PATI PIRO-BOSLEY
Phone
8006544411

Signing Officer

Name
pati piro-bosley
Title
Administrative manager
Phone
8006544411
Signed
2014-04-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Powers
Formed
1957
Legal Domicile
Or
Voting Board Members
10
Independent Board Members
0
Employees
1
Volunteers
0

Preparer

Preparer
miller kaplan arase llp
Phone
8187692010
Supplemental Narrative

Additional Explanations

To Provide Medical, Vision, Dental, Prescription, Supplemental Income,

“LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO PARTICIPANTS ON WHOSE BEHALF EMPLOYERS CONTRIBUTE TO THE PLAN IN ACCORDANCE WITH THEIR COLLECTIVE BARGAINING AGREEMENT. PART VI, LINE 11b: FORM 990 WAS REVIEWED BY THE ADMINISTRATIVE OFFICE PRIOR TO FILING. ANY UNUSUAL ITEMS WERE BROUGHT TO THE TRUSTEES ATTENTION. PART VI, LINE 12C: TRUSTEES ARE REQUIRED TO NOTIFY THE TRUST OF ANY CHANGES IN THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS. PART VI, LINE 19: THE TRUST DOCUMENT, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MAINTAINED IN THE TRUSTS' OFFICE AND ARE AVAILABLE UPON REQUEST. PART VII, SECTION A: TRUSTEES COMPENSATION AND BENEFITS FROM RELATED TAX-EXEMPT ORGANIZATIONS IS PROPERLY REPORTED AND AVAILABLE ON THOSE ORGANIZATIONS' tax filings. part xi, line 9: plan merger, net of transfer of benefit obligations.”

Financial Statement Notes

The Plan has adopted guidance on accounting for uncertainty in income

“taxes issued by the Financial Accounting Standards Board. The Plan administrator believes that the Plan has taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance. Certain Information returns are subject to examination by authorities.”

Raw XML AppendixShowing 400 of 474 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/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt034010
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0SCOTT POWERS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt040511515
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12664199
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt040511515
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12664199
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt073874396
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt095464
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01086145
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt084358207
IRS990/PYRevenuesLessExpensesAmt09493130
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt074960541
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt084453671
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt08168909
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/BOYAmt010850160
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt035044133
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-3324
IRS990ScheduleD/RevenueNotReportedAmt0-3324
IRS990ScheduleD/RevenueSubtotalAmt043213042
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0taxes issued by the Financial Accounting Standards Board. The Plan administrator believes that the Plan has taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance. Certain Information returns are subject to examination by authorities.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0The Plan has adopted guidance on accounting for uncertainty in income
IRS990ScheduleD/TotalExpensesPerForm990Amt035044133
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt043213042
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt043209718
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt035044133
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessor2Ind0true
IRS990ScheduleN/DirectorOfSuccessorInd0true
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0cash
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt02013-06-01
IRS990ScheduleN/DispositionOfAssetsDetail/EIN0237017278
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt019015745
IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt0501(c)(9)
IRS990ScheduleN/DispositionOfAssetsDetail/MethodOfFMVDeterminationTxt0cash paid
IRS990ScheduleN/DispositionOfAssetsDetail/PersonNm0joint labor mgmt retail tf
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine107600 sw mohawk st
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/City0tualatin
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/State0OR
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/ZIPCode097062
IRS990ScheduleN/EmployeeOfSuccessor2Ind0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0cash
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02013-06-01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0237017278
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt019015745
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(c)(9)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0cash paid
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/PersonNm0joint labor mgmt retail TF
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine107600 sw mohawk st
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/City0tualatin
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/State0OR
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCode097062
IRS990ScheduleN/OwnerOfSuccessor2Ind0false
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensation2Ind0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0false
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0management retail trust ("jlmrt" - the surviving trust). the following trustees will serve on the jlmrt effective july 1, 2013: bob mclauchlin (alternate) lynda hart (alternate) lisa dupell (alternate) attached is a copy of the signed merger agreement.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0a number of trustees already serve as trustees on the joint labor
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO PARTICIPANTS ON WHOSE BEHALF EMPLOYERS CONTRIBUTE TO THE PLAN IN ACCORDANCE WITH THEIR COLLECTIVE BARGAINING AGREEMENT. PART VI, LINE 11b: FORM 990 WAS REVIEWED BY THE ADMINISTRATIVE OFFICE PRIOR TO FILING. ANY UNUSUAL ITEMS WERE BROUGHT TO THE TRUSTEES ATTENTION. PART VI, LINE 12C: TRUSTEES ARE REQUIRED TO NOTIFY THE TRUST OF ANY CHANGES IN THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS. PART VI, LINE 19: THE TRUST DOCUMENT, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MAINTAINED IN THE TRUSTS' OFFICE AND ARE AVAILABLE UPON REQUEST. PART VII, SECTION A: TRUSTEES COMPENSATION AND BENEFITS FROM RELATED TAX-EXEMPT ORGANIZATIONS IS PROPERLY REPORTED AND AVAILABLE ON THOSE ORGANIZATIONS' tax filings. part xi, line 9: plan merger, net of transfer of benefit obligations.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0TO PROVIDE MEDICAL, VISION, DENTAL, PRESCRIPTION, SUPPLEMENTAL INCOME,
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine10see part vii
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10see part vii
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0SPECIFIC INFORMATION IS NEEDED, PLEASE CONTACT THE ADMINISTRATIVE OFFICE.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0THIS INFORMATION IS NOT MAINTAINED BY THE ADMINISTRATIVE OFFICE. IF
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1
Liabilities
$0
Net assets
$0
Revenue
$43,213,042
Expenses
$35,044,133
Net income
$8,168,909
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Summary only. Only limited summary data is available for this year.$111$26.1$85.1$142$118$24.0
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$43.2$35.0$8.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.3$18.4$10.9$75.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.3$19.1$1.29$82.4
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.8$18.4$2.41$79.4