Civic Intelligence

Cmta - Boilermaker - Blacksmith

990 • Fiscal year 2021 • EIN 94-6173636

Sep 01, 2020 to Aug 31, 2021 • Filed on Jul 13, 2022

Organization ProfileN/A
6800 santa teresa blvd ste 100san jose, CA 95119

(408) 288-4400

Siviq Scores

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

Liabilities / Assets

86th percentile

0.37x

Higher debt load relative to assets than 86% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

86th percentile

0.24x

Higher debt load relative to revenue than 86% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Net Margin

45th percentile

1.6%

Higher net margin than 45% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Asset Growth

48th percentile

4.7%

Faster asset growth than 48% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

53rd percentile

2.2%

Faster revenue growth than 53% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$956,891

Up $43,337 (+4.7%) from 2020

Net Assets

Up

$606,405

Up $21,165 (+3.6%) from 2020

Liabilities

Up

$350,486

Up $22,172 (+6.8%) from 2020

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin45th percentile

Revenue

Up

$1,456,003

Up $31,412 (+2.2%) from 2020

Expenses

Up

$1,432,990

Up $93,231 (+7.0%) from 2020

Net Income

Down

$23,013

Down $61,819 (-73%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$1.5M$1.0M$500K$0-$500KAssets 2011: $731,714Liabilities 2011: $510,603Net Assets 2011: $221,1112011Assets 2012: $714,613Liabilities 2012: $658,185Net Assets 2012: $56,4282012Assets 2013: $608,394Liabilities 2013: $643,972Net Assets 2013: -$35,5782013Assets 2014: $543,958Liabilities 2014: $467,766Net Assets 2014: $76,1922014Assets 2015: $618,330Liabilities 2015: $358,440Net Assets 2015: $259,8902015Assets 2016: $686,192Liabilities 2016: $355,543Net Assets 2016: $330,6492016Assets 2017: $782,610Liabilities 2017: $377,364Net Assets 2017: $405,2462017Assets 2018: $836,559Liabilities 2018: $400,070Net Assets 2018: $436,4892018Assets 2019: $876,545Liabilities 2019: $376,137Net Assets 2019: $500,4082019Assets 2020: $913,554Liabilities 2020: $328,314Net Assets 2020: $585,2402020Assets 2021: $956,891Liabilities 2021: $350,486Net Assets 2021: $606,4052021Assets 2022: $1,019,263Liabilities 2022: $388,307Net Assets 2022: $630,9562022Assets 2023: $1,240,212Liabilities 2023: $571,713Net Assets 2023: $668,4992023Assets 2024: $1,259,188Liabilities 2024: $500,358Net Assets 2024: $758,8302024

Highlighted filing

2021

Assets$956,891
Liabilities$350,486
Net Assets$606,405
Open 2021 Filing

Operations Trend

Revenue Growth53rd percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $1,321,201Expenses 2011: $1,478,855Net Income 2011: -$157,6542011Revenue 2012: $1,409,436Expenses 2012: $1,574,751Net Income 2012: -$165,3152012Revenue 2013: $1,492,735Expenses 2013: $1,584,564Net Income 2013: -$91,8292013Revenue 2014: $1,582,450Expenses 2014: $1,470,559Net Income 2014: $111,8912014Revenue 2015: $1,556,257Expenses 2015: $1,372,559Net Income 2015: $183,6982015Revenue 2016: $1,522,389Expenses 2016: $1,451,630Net Income 2016: $70,7592016Revenue 2017: $1,489,709Expenses 2017: $1,415,112Net Income 2017: $74,5972017Revenue 2018: $1,629,900Expenses 2018: $1,598,657Net Income 2018: $31,2432018Revenue 2019: $1,572,533Expenses 2019: $1,508,614Net Income 2019: $63,9192019Revenue 2020: $1,424,591Expenses 2020: $1,339,759Net Income 2020: $84,8322020Revenue 2021: $1,456,003Expenses 2021: $1,432,990Net Income 2021: $23,0132021Revenue 2022: $1,531,428Expenses 2022: $1,465,393Net Income 2022: $66,0352022Revenue 2023: $1,716,754Expenses 2023: $1,674,013Net Income 2023: $42,7412023Revenue 2024: $1,930,179Expenses 2024: $1,856,543Net Income 2024: $73,6362024

Highlighted filing

2021

Revenue$1,456,003
Expenses$1,432,990
Net Income$23,013
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Jul 13, 2022
Return Version
2020v4.1
Gross Receipts
$1,456,003
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$585,240$606,405▲ $21,165
Investments in Publicly Traded Securities$233,566$531,548▲ $297,982
Savings and Temporary Cash Investments$519,877$291,637▼ $228,240
Accounts Receivable$136,372$115,133▼ $21,239
Cash and Non-Interest-Bearing Accounts$20,977$15,903▼ $5,074
Prepaid Expenses and Deferred Charges$2,762$2,670▼ $92
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$913,554$956,891▲ $43,337
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$328,314$347,350▲ $19,036
Accounts Payable and Accrued Expenses$0$3,136▲ $3,136
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$328,314$350,486▲ $22,172
Net Assets / Fund Balance
Total Net Assets Fund Balance$585,240$606,405▲ $21,165
Total Liabilities and Net Assets / Fund Balance$913,554$956,891▲ $43,337
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Fred RumseyLabor Trustee
Gary PowersLabor Trustee
Jake LudemanLabor Trustee
George LottiManagement Trustee
Tom DillonManagement Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,454,350
Investment Income
$1,653
Other Revenue
$0
Change in Net Assets
$23,013

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,456,003
Revenue Not Reported on Form 990
$-1,848
Total Revenue per Audited Statements
$1,454,155
Total Revenue per Form 990
$1,456,003
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$78,377
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---$1,354,613
Fees for Services Management---$37,950
Fees for Services Accounting---$19,385
Fees for Services Legal---$7,935
Fees for Services Other---$5,439
Office Expenses---$3,586
Insurance---$3,279
Fees for Service Investment Mgmnt Fees---$803
Total Functional Expenses$0$0$0$1,432,990

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,432,990
Total Expenses per Audited Statements$1,432,990
Total Expenses per Form 990$1,432,990
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
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
Benefit Obligations$328,661
Excess Hours Contribution Credit$18,689
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 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
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI, LINE 11A:

“The organization's cpa prepares the form 990. The form is reviewed by the third party administrator and presented to the board chairman for review and approval. After the form is submitted, the full board can request a copy of the completed form 990.”

PART VI, LINE 12C:

“The board of trustees meet on a quarterly basis and any conflicts are reviewed at that time.”

PART VI, LINE 19:

“UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
CMTA - Boilermaker - Blacksmith
EIN
94-6173636
In Care Of
% SANDY STEPHENSON
Phone
4082884400
Address
6800 santa teresa blvd ste 100, san jose, CA 95119

Signing Officer

Name
Tom Dillon
Title
Management Trustee
Phone
4082884400
Signed
2022-07-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tom Dillon
Formed
1967
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
275 BATTERY ST STE 1800, SAN FRANCISCO, CA 94111-3346
Preparer
Macgregor Waite
Phone
4159563600
Supplemental Narrative

Additional Explanations

PART I, LINE 1 AND PART III, LINES 1 and 4A:

“A multiemployer welfare benefit plan providing medical, vision, dental, life and accidental death and dismemberment insurance benefits to participants on whose behalf employers contribute to the plan in accordance with their collective bargaining agreement.”

Financial Statement Notes

PART X, Line 2:

“Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 407 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/OtherLiabilitiesOrgGrp/Amt118689
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1EXCESS HOURS CONTRIBUTION CREDIT
IRS990ScheduleD/RevenueNotReportedAmt0-1848
IRS990ScheduleD/RevenueSubtotalAmt01456003
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN A TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAX AUTHORITY. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, Line 2:
IRS990ScheduleD/TotalExpensesPerForm990Amt01432990
IRS990ScheduleD/TotalLiabilityAmt0347350
IRS990ScheduleD/TotalRevenuePerForm990Amt01456003
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01454155
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01432990
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A MULTIEMPLOYER WELFARE BENEFIT PLAN PROVIDING MEDICAL, VISION, DENTAL, LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE BENEFITS TO PARTICIPANTS ON WHOSE BEHALF EMPLOYERS CONTRIBUTE TO THE PLAN IN ACCORDANCE WITH THEIR COLLECTIVE BARGAINING AGREEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S CPA PREPARES THE FORM 990. THE FORM IS REVIEWED BY THE THIRD PARTY ADMINISTRATOR AND PRESENTED TO THE BOARD CHAIRMAN FOR REVIEW AND APPROVAL. AFTER THE FORM IS SUBMITTED, THE FULL BOARD CAN REQUEST A COPY OF THE COMPLETED FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF TRUSTEES MEET ON A QUARTERLY BASIS AND ANY CONFLICTS ARE REVIEWED AT THAT TIME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 1 AND PART III, LINES 1 and 4A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, LINE 11A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, LINE 12C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, LINE 19:
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1CAPITOL IRON WORKS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2DIAMOND MANUFACTURING COPR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3HEAT AND CONTROL INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4CLEASBY MFG CO INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5SOUTH VALLEY MFG CO
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IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0true
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IRS990/SchoolOperatingInd0false
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
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IRS990/TaxablePartyNotificationInd0false
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IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
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IRS990/TerminateOperationsInd0false
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IRS990/TotalContributionsAmt00
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IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesGrp/BOYAmt0328314
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IRS990/USAddress/CityNm0SAN JOSE
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0TOM DILLON
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CMTA - Boilermaker - Blacksmith
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Employee Benefits Trust Fund
ReturnHeader/Filer/BusinessNameControlTxt0CMTA
ReturnHeader/Filer/EIN0946173636
ReturnHeader/Filer/InCareOfNm0% SANDY STEPHENSON
ReturnHeader/Filer/PhoneNum04082884400
ReturnHeader/Filer/USAddress/AddressLine1Txt06800 santa teresa blvd ste 100
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum04159563600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Macgregor Waite

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$956,891
Liabilities
$350,486
Net assets
$606,405
Revenue
$1,456,003
Expenses
$1,432,990
Net income
$23,013
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.26$0.50$0.76$1.93$1.86$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.24$0.57$0.67$1.72$1.67$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.02$0.39$0.63$1.53$1.47$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.96$0.35$0.61$1.46$1.43$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.91$0.33$0.59$1.42$1.34$0.08
2019Summary only. Only limited summary data is available for this year.$0.88$0.38$0.50$1.57$1.51$0.06
2018Summary only. Only limited summary data is available for this year.$0.84$0.40$0.44$1.63$1.60$0.03
2017Summary only. Only limited summary data is available for this year.$0.78$0.38$0.41$1.49$1.42$0.07
2016Summary only. Only limited summary data is available for this year.$0.69$0.36$0.33$1.52$1.45$0.07
2015Summary only. Only limited summary data is available for this year.$0.62$0.36$0.26$1.56$1.37$0.18
2014Summary only. Only limited summary data is available for this year.$0.54$0.47$0.08$1.58$1.47$0.11
2013Summary only. Only limited summary data is available for this year.$0.61$0.64$0.04$1.49$1.58$0.09
2012Summary only. Only limited summary data is available for this year.$0.71$0.66$0.06$1.41$1.57$0.17
2011Summary only. Only limited summary data is available for this year.$0.73$0.51$0.22$1.32$1.48$0.16