Civic Intelligence

Labor Alliance Managed Trust Fund

990 • Fiscal year 2012 • EIN 94-3217575

Apr 01, 2011 to Mar 31, 2012 • Filed on Dec 03, 2012

Organization ProfileN/A

View Organization Page

1181 Quarry Lane No 40094566-0075
Siviq Scores

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

Liabilities / Assets

88th percentile

0.52x

Higher debt load relative to assets than 88% of similar nonprofits.

2012 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

72nd percentile

14%

Faster asset growth than 72% of similar nonprofits.

2012 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$15,772,814

Up $1,957,837 (+14%) from 2011

Net Assets

Up

$7,525,992

Up $450,636 (+6.4%) from 2011

Liabilities

Up

$8,246,822

Up $1,507,201 (+22%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$86,408,606

Up $11,106,603 (+15%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$100M$50M$0Assets 2011: $13,814,977Liabilities 2011: $6,739,621Net Assets 2011: $7,075,3562011Assets 2012: $15,772,814Liabilities 2012: $8,246,822Net Assets 2012: $7,525,9922012Assets 2013: $17,932,381Liabilities 2013: $8,081,222Net Assets 2013: $9,851,1592013Assets 2014: $20,325,641Liabilities 2014: $8,746,829Net Assets 2014: $11,578,8122014Assets 2015: $23,567,372Liabilities 2015: $9,546,317Net Assets 2015: $14,021,0552015Assets 2016: $26,291,821Liabilities 2016: $10,531,000Net Assets 2016: $15,760,8212016Assets 2017: $29,755,552Liabilities 2017: $12,519,595Net Assets 2017: $17,235,9572017Assets 2018: $32,474,929Liabilities 2018: $13,585,832Net Assets 2018: $18,889,0972018Assets 2019: $36,302,010Liabilities 2019: $13,257,000Net Assets 2019: $23,045,0102019Assets 2020: $40,129,128Liabilities 2020: $12,676,000Net Assets 2020: $27,453,1282020Assets 2021: $45,450,113Liabilities 2021: $13,319,000Net Assets 2021: $32,131,1132021Assets 2022: $51,349,525Liabilities 2022: $14,041,000Net Assets 2022: $37,308,5252022Assets 2023: $64,549,546Liabilities 2023: $18,456,000Net Assets 2023: $46,093,5462023Assets 2024: $83,406,099Liabilities 2024: $22,209,005Net Assets 2024: $61,197,0942024Assets 2025: $94,543,677Liabilities 2025: $22,522,840Net Assets 2025: $72,020,8372025

Highlighted filing

2012

Assets$15,772,814
Liabilities$8,246,822
Net Assets$7,525,992
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300M$200M$100M$0Expenses 2011: $75,302,0032011Expenses 2012: $86,408,6062012Expenses 2013: $101,279,3302013Revenue 2014: $107,559,317Expenses 2014: $105,823,446Net Income 2014: $1,735,8712014Revenue 2015: $113,865,435Expenses 2015: $111,478,909Net Income 2015: $2,386,5262015Revenue 2016: $129,975,628Expenses 2016: $128,371,189Net Income 2016: $1,604,4392016Revenue 2017: $148,815,238Expenses 2017: $147,664,893Net Income 2017: $1,150,3452017Revenue 2018: $166,152,685Expenses 2018: $163,822,448Net Income 2018: $2,330,2372018Revenue 2019: $167,126,929Expenses 2019: $163,133,486Net Income 2019: $3,993,4432019Revenue 2020: $167,871,654Expenses 2020: $163,057,358Net Income 2020: $4,814,2962020Revenue 2021: $164,730,083Expenses 2021: $162,641,121Net Income 2021: $2,088,9622021Revenue 2022: $181,714,492Expenses 2022: $175,459,814Net Income 2022: $6,254,6782022Revenue 2023: $210,405,027Expenses 2023: $199,239,984Net Income 2023: $11,165,0432023Revenue 2024: $255,192,767Expenses 2024: $242,815,107Net Income 2024: $12,377,6602024Revenue 2025: $283,081,074Expenses 2025: $273,201,455Net Income 2025: $9,879,6192025

Highlighted filing

2012

Revenue-
Expenses$86,408,606
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2011 to Mar 31, 2012
Signed
Dec 3, 2012
Return Version
2011v1.2
Gross Receipts
$86,849,511
Mission and Program Overview

Mission

To provide hospital and health benefits to participants in a multiemployer plan.

Filing and Contact Details

Filer

EIN
94-3217575
Raw XML Appendix363 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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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN AND 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. THE PLAN'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF MARCH 31, 2012 THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE 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'S ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE YEARS PRIOR TO THE FISCAL YEAR ENDING MARCH 31, 2009.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1CHANGE IN BENEFIT OBLIGATIONS
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation2CHANGE IN BENEFIT OBLIGATIONS
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IRS990ScheduleO/GeneralExplanation/Explanation0THE GOVERNING BODY HAS APPOINTED MANAGEMENT DUTIES TO A THIRD PARTY ADMINISTRATOR.
IRS990ScheduleO/GeneralExplanation/Explanation1THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/GeneralExplanation/Explanation2FORM 990 IS DISTRIBUTED TO THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/GeneralExplanation/Explanation3THE BOARD OF TRUSTEES IS SUBJECT TO THE FIDUCIARY RESPONSIBILITY PROVISIONS OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 AS AMENDED (ERISA) INCLUDING THE CONFLICT OF INTEREST PROVISIONS OF ERISA SECTION 406. ANNUALLY AT THE BOARD OF TRUSTEES MEETING, THE TRUSTEES ARE REQUIRED TO DISCLOSE IF THERE ARE ANY CONFLICTS OF INTEREST. IF A CONFLICTING INTEREST EXISTS, THE PERSON WITH THE CONFLICT IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION.
IRS990ScheduleO/GeneralExplanation/Explanation4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation5NET UNREALIZED GAINS ON INVESTMENTS: 9,731.
IRS990ScheduleO/GeneralExplanation/Explanation6FORM 990, PART XII, LINE 2C: BOARD OF TRUSTEES ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT AUDITOR. THERE HAS BEEN NO CHANGE IN THIS PROCESS FROM PRIOR YEAR.
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IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION B, LINE 12C
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IRS990ScheduleR/Form990ScheduleRPartVII/Explanation0THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF 3/31/12 THERE ARE APPROXIMATELY 125 EMPLOYERS THAT CONTRIBUTE TO THE TRUST AND NUMEROUS SPONSPORING ORGANIZATIONS. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS,INCLUDING NAMES, ADDRESSES AND OTHER CONTACT INFORMATION. HOWEVER, CERTAIN INFORMATION THAT IS REQUIRED TO BE REPORTED ON SCHEDULE R SUCH AS EMPLOYER IDENTIFICATION NUMBERS AND LEGAL STRUCTURE (CORPORATION, PARTNERSHIP, ETC.) FOR EACH CONTRIBUTING EMPLOYER AND NUMEROUS SPONSPORING ORGANIZATIONS IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND IT COULD NOT BE REASONABLY OBTAINED. AS A RESULT, THE CONTRIBUTING EMPLOYERS AND NUMEROUS SPONSPORING ORGANIZATIONS HAVE NOT BEEN INCLUDED ON SCHEDULE R.
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IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy01
IRS990/YearFormation01995
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0943217575
ReturnHeader/Filer/Name/BusinessNameLine10LABOR ALLIANCE MANAGED TRUST FUND
ReturnHeader/Filer/NameControl0LABO
ReturnHeader/Filer/Phone09254263553
ReturnHeader/Filer/USAddress/AddressLine101181 QUARRY LANE NO 400
ReturnHeader/Filer/USAddress/City0PLEASANTON
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode0945660075
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-12-03
ReturnHeader/Officer/Name0FRANK SEVILLA
ReturnHeader/Officer/Phone09254263553
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/EIN0522385296
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10LINDQUIST LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine105000 EXECUTIVE PARKWAY SUITE 400
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0SAN RAMON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode094583
ReturnHeader/Preparer/Name0JESSICA ROSTER
ReturnHeader/Preparer/Phone09252779100
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-04-01
ReturnHeader/TaxPeriodEndDate02012-03-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-12-03T12:47:50-06:00

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$15,772,814
Liabilities
$8,246,822
Net assets
$7,525,992
Revenue
-
Expenses
$86,408,606
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$94.5$22.5$72.0$283$273$9.88
2024Detailed filing. Detailed filing data is available for this year.$83.4$22.2$61.2$255$243$12.4
2023Detailed filing. Detailed filing data is available for this year.$64.5$18.5$46.1$210$199$11.2
2022Detailed filing. Detailed filing data is available for this year.$51.3$14.0$37.3$182$175$6.25
2021Detailed filing. Detailed filing data is available for this year.$45.5$13.3$32.1$165$163$2.09
2020Detailed filing. Detailed filing data is available for this year.$40.1$12.7$27.5$168$163$4.81
2019Detailed filing. Detailed filing data is available for this year.$36.3$13.3$23.0$167$163$3.99
2018Detailed filing. Detailed filing data is available for this year.$32.5$13.6$18.9$166$164$2.33
2017Detailed filing. Detailed filing data is available for this year.$29.8$12.5$17.2$149$148$1.15
2016Detailed filing. Detailed filing data is available for this year.$26.3$10.5$15.8$130$128$1.60
2015Detailed filing. Detailed filing data is available for this year.$23.6$9.55$14.0$114$111$2.39
2014Detailed filing. Detailed filing data is available for this year.$20.3$8.75$11.6$108$106$1.74
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.9$8.08$9.85$101
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.8$8.25$7.53$86.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.8$6.74$7.08$75.3