Utah Carpenters Health & Welfare Trust
Nonprofit profile at a glance
- EIN
- 876120064
- IRS 990-EZ coverage
- 2009–2014
- Forms available
- Form 990 2010, Form 990-EZ 2014
- Location
- Salt Lake City, UT, USA
- Rating
- 64
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Voluntary Employees Beneficiary Associations (Non-Government)
Reported finances
- Revenue
- $31,374
- Expenses
- $167,013
- Assets
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2014. Amounts in USD.
Leadership & pay
4 people listed
People named in this filing
- NORM AVERY (CHAIRMAN)
- ROBERT BERGMAN (TRUSTEE)
- GORDON K HUBEL (TRUSTEE)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2014. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The Utah carpenters health and welfare trust is a collectively bargained 501 (c) (9) taft-hartley volunteer employee benefit association. The trust provides health insurance coverage for participants working in covered jurisdiction.
Operating model
- Revenue model
- Earned-program. 95% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.
The verdict
SUPPORTED - The filed numbers largely add up and a large share of available resources goes toward mission work. Revenue has declined or grown slowly and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 62
- Transparency & Controls: 82
- Sustainability: 8
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -432.3%; rating input score 3; 3rd percentile among comparable filings
- Total-asset coverage ratio: 0; rating input score 1; 1st percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 57; 57th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: -22.4% per year; rating input score 0; 18th percentile among comparable filings
- Asset growth: -42.7% per year; rating input score 0; 6th percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed
- Governance: Filed governance answers
- Accomplishments: Filed program service accomplishments
- Leadership: top reported pay $0 · 4 people listed
- Consistency: 4 of 4 current checks pass
- Schedules: 2 filed schedules
- Filing history: 5 filing years from 2009 to 2014
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Operating margin scored 3/100.
- High — Growth: Asset growth scored 0/100.
- High — Sustainability: Total-asset coverage ratio scored 1/100.
- Review — Sustainability: Officer compensation ratio scored 57/100.