Civic Intelligence

Ckpu-Kp Education & Training Trust Fund

990 • Fiscal year 2021 • EIN 20-5219583

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization ProfileBHMT.ORG

View Organization Page

1800 Harrison St 15th FloorOakland, CA 94612

(510) 625-5886

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.04x

Higher debt load relative to assets than 53% of similar nonprofits.

2021 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

50th percentile

0.04x

Higher debt load relative to revenue than 50% of similar nonprofits.

2021 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2021

Net Margin

7th percentile

-22%

Higher net margin than 7% of similar nonprofits.

2021 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

71st percentile

$166,451

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2021 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2021

Asset Growth

6th percentile

-17%

Faster asset growth than 6% of similar nonprofits.

2021 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

48th percentile

4.6%

Faster revenue growth than 48% of similar nonprofits.

2021 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$33,714,091

Down $7,120,772 (-17%) from 2020

Net Assets

Down

$32,228,585

Down $7,799,313 (-19%) from 2020

Liabilities

Up

$1,485,506

Up $678,541 (+84%) from 2020

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin7th percentile

Revenue

Up

$35,135,589

Up $1,529,531 (+4.6%) from 2020

Expenses

Up

$42,850,372

Up $6,442,404 (+18%) from 2020

Net Income

Down

-$7,714,783

Down $4,912,873 (-175%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$60M$40M$20M$0Assets 2010: $22,669,183Liabilities 2010: $119,657Net Assets 2010: $22,549,5262010Assets 2011: $14,713,663Liabilities 2011: $69,188Net Assets 2011: $14,644,4752011Assets 2012: $16,862,164Liabilities 2012: $227,238Net Assets 2012: $16,634,9262012Assets 2013: $19,238,362Liabilities 2013: $426,363Net Assets 2013: $18,811,9992013Assets 2014: $23,174,090Liabilities 2014: $130,393Net Assets 2014: $23,043,6972014Assets 2015: $32,086,541Liabilities 2015: $280,837Net Assets 2015: $31,805,7042015Assets 2016: $40,048,612Liabilities 2016: $465,461Net Assets 2016: $39,583,1512016Assets 2017: $43,154,680Liabilities 2017: $691,963Net Assets 2017: $42,462,7172017Assets 2018: $46,479,886Liabilities 2018: $1,647,644Net Assets 2018: $44,832,2422018Assets 2019: $43,745,452Liabilities 2019: $894,150Net Assets 2019: $42,851,3022019Assets 2020: $40,834,863Liabilities 2020: $806,965Net Assets 2020: $40,027,8982020Assets 2021: $33,714,091Liabilities 2021: $1,485,506Net Assets 2021: $32,228,5852021Assets 2022: $47,441,633Liabilities 2022: $3,531,650Net Assets 2022: $43,909,9832022Assets 2023: $47,703,486Liabilities 2023: $2,034,529Net Assets 2023: $45,668,9572023Assets 2024: $47,543,593Liabilities 2024: $1,695,476Net Assets 2024: $45,848,1172024

Highlighted filing

2021

Assets$33,714,091
Liabilities$1,485,506
Net Assets$32,228,585
Open 2021 Filing

Operations Trend

Revenue Growth48th percentile

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

$60M$40M$20M$0-$20MExpenses 2010: $5,733,4262010Revenue 2011: $247,520Expenses 2011: $8,120,903Net Income 2011: -$7,873,3832011Expenses 2012: $10,347,5982012Revenue 2013: $12,715,816Expenses 2013: $10,390,361Net Income 2013: $2,325,4552013Revenue 2014: $13,901,770Expenses 2014: $9,572,922Net Income 2014: $4,328,8482014Revenue 2015: $19,432,594Expenses 2015: $10,473,170Net Income 2015: $8,959,4242015Revenue 2016: $20,671,270Expenses 2016: $13,209,633Net Income 2016: $7,461,6372016Revenue 2017: $22,639,906Expenses 2017: $19,895,904Net Income 2017: $2,744,0022017Revenue 2018: $28,858,411Expenses 2018: $26,285,254Net Income 2018: $2,573,1572018Revenue 2019: $31,624,358Expenses 2019: $34,578,068Net Income 2019: -$2,953,7102019Revenue 2020: $33,606,058Expenses 2020: $36,407,968Net Income 2020: -$2,801,9102020Revenue 2021: $35,135,589Expenses 2021: $42,850,372Net Income 2021: -$7,714,7832021Revenue 2022: $50,973,816Expenses 2022: $38,483,625Net Income 2022: $12,490,1912022Revenue 2023: $40,348,847Expenses 2023: $38,753,183Net Income 2023: $1,595,6642023Revenue 2024: $42,851,000Expenses 2024: $42,721,694Net Income 2024: $129,3062024

Highlighted filing

2021

Revenue$35,135,589
Expenses$42,850,372
Net Income-$7,714,783
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.2
Gross Receipts
$35,439,344
Mission and Program Overview

Mission

This trust is established for the exclusive purpose of funding and implementing education and training programs and services developed and decided by the coalition and kaiser permanente,in furtherance of their exempt purpose.

This trust is established for the exclusive purpose of funding and implementing education and training programs and services developed and decided by kaiser permanente, the alliance, and the coalition representing the employees, in furtherance of their exempt purpose.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$40,027,898$32,228,585▼ $7,799,313
Cash and Non-Interest-Bearing Accounts$24,222,112$28,847,034▲ $4,624,922
Investments in Publicly Traded Securities$2,324,032$2,459,953▲ $135,921
Accounts Receivable$12,977,159$1,656,285▼ $11,320,874
Land, Buildings, and Equipment, Net$1,103,464$598,696▼ $504,768
Prepaid Expenses and Deferred Charges$208,096$152,123▼ $55,973
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$40,834,863$33,714,091▼ $7,120,772
Liabilities
Accounts Payable and Accrued Expenses$806,965$1,485,506▲ $678,541
Total Liabilities$806,965$1,485,506▲ $678,541
Net Assets / Fund Balance
Total Net Assets Fund Balance$40,027,898$32,228,585▼ $7,799,313
Total Liabilities and Net Assets / Fund Balance$40,834,863$33,714,091▼ $7,120,772

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$598,696$1,918,722$2,517,418
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lynda WagnerCFO/managing DirectorFT$166,451$166,451
Tom RauchIt/marketing DirectorFT$139,378$139,378
Gary LabarberaOperation DirectorFT$130,878$130,878
Koy SaephanFinance DirectorFT$121,969$121,969
Beverly GarciaCareer Services DirectorFT$121,183$121,183
Lucy GutierrezHuman Resources DirectorFT$121,183$121,183
Esther FreemanDirector Career DevelopmentFT$115,915$115,915
Jeannette MaassSpecial Projects ConsultantFT$103,228$103,228
William E EseltineProgram ManagerFT$102,725$102,725

Board Members and Trustees

NameTitle
Denise DuncanTrustee - Labor
Linda BridgesTrustee - Labor
Milton JonesTrustee - Labor
Dan CousinsTrustee - Management
Dennis DabneyTrustee - Management
Jim PruittTrustee - Management
Steve ShieldsTrustee - Management
Revenue and Support

Revenue Composition

Contributions and Grants
$35,007,047
Program Service Revenue
$0
Investment Income
$128,542
Other Revenue
$0
All Other Contributions
$35,007,047
Change in Net Assets
$-7,714,783
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$38,373,917
Salaries, Compensation, and Employee Benefits$4,476,455
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,950,128$648,323-$3,598,451
Depreciation Depletion$622,521$21,920-$644,441
Fees for Services Other-$436,654-$436,654
Other Expenses$403,904--$403,904
Other Employee Benefits$214,808$162,633-$377,441
Payroll Taxes$268,906$65,206-$334,112
Current Officers, Directors, Trustees, and Key Employees-$166,451-$166,451
Office Expenses-$113,170-$113,170
Occupancy-$76,380-$76,380
Fees for Services Accounting-$61,000-$61,000
Insurance-$23,273-$23,273
Fees for Services Legal-$16,250-$16,250
Conferences and Meetings-$1,397-$1,397
Travel-$228-$228
Advertising-$131-$131
Total Functional Expenses$41,057,356$1,793,016$0$42,850,372
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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Dan CousinsTrusteeKp EeNo-
Denise DuncanAlliance TrusteeCkpu EeNo-
Dennis DabneyTrusteeKp EeNo-
Jim PruittTrusteeKp EeNo-
Linda BridgesCoalition TrusteeCkpu EeNo-
Milton JonesAlliance TrusteeCkpu EeNo-
Steve ShieldsTrusteeCkpu EeNo-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A copy of the form 990 was provided to the organization's governing body for review prior to filing.”

Form 990, Part VI, Section C, Line 19

“The trust adheres to laws regulating the disclosure of its documents to the general public.”

Filing and Contact Details

Filer

Filer Name
Ckpu-kp Education & Training Trust Fund
EIN
20-5219583
Phone
5106255886
Address
1800 HARRISON ST 15TH FLOOR, OAKLAND, CA 94612
Doing Business As
Ben Hudnall Memorial Trust

Signing Officer

Name
Lynda Wagner
Title
Finance Director
Phone
5106255886
Signed
2022-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lynda Wagner
Formed
2006
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
51
Volunteers
0

Preparer

Firm
Safe Harbor Llp
Address
5812 GEARY BLVD, SAN FRANCISCO, CA 94121
Preparer
Chun Wong
Phone
4157424249
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The trust has adopted the provisions related to accounting for uncertainty in income taxes, which defines a recognition threshold and measurement attribute for the financial statement recognition and measurement of tax position(s) taken or expected to be taken in a tax return. The trust's management has considered it's tax positions and believes that all of the positions taken by the trust on it's federal and state tax returns are "more likely than not" to be sustained upon examination. The trust files tax returns in the us (federal) and california jurisdictions. With few exceptions, the trust's tax returns are no longer subject to federal tax examinations for the years before 2018 (i.e., due to the 3-year statute of limitations).”

Raw XML AppendixShowing 400 of 513 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0806965
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01485506
IRS990/AccountsReceivableGrp/BOYAmt012977159
IRS990/AccountsReceivableGrp/EOYAmt01656285
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THIS TRUST IS ESTABLISHED FOR THE EXCLUSIVE PURPOSE OF FUNDING AND IMPLEMENTING EDUCATION AND TRAINING PROGRAMS AND SERVICES DEVELOPED AND DECIDED BY KAISER PERMANENTE, THE ALLIANCE, AND THE COALITION REPRESENTING THE EMPLOYEES, IN FURTHERANCE OF THEIR EXEMPT PURPOSE.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0131
IRS990/AdvertisingGrp/TotalAmt0131
IRS990/AllOtherContributionsAmt035007047
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LYNDA WAGNER
IRS990/BooksInCareOfDetail/PhoneNum05105062470
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01800 HARRISON ST 15TH FLOOR
IRS990/BooksInCareOfDetail/USAddress/CityNm0OAKLAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094612
IRS990/BusinessRlnWith35CtrlEntInd01
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt024222112
IRS990/CashNonInterestBearingGrp/EOYAmt028847034
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0166451
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0166451
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt01397
IRS990/ConferencesMeetingsGrp/TotalAmt01397
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt035007047
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0128542
IRS990/CYOtherExpensesAmt038373917
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-7714783
IRS990/CYSalariesCompEmpBnftPaidAmt04476455
IRS990/CYTotalExpensesAmt042850372
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt035135589
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt021920
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0622521
IRS990/DepreciationDepletionGrp/TotalAmt0644441
IRS990/Desc0THIS IS AN EMPLOYEE WELFARE BENEFIT PLAN THAT PROVIDES EDUCATION AND TRAINING BENEFITS FOR ELIGIBLE EMPLOYEES UNDER PROGRAMS DEVELOPED JOINTLY BY KAISER PERMANENTE, THE ALLIANCE OF HEALTHCARE UNIONS (ALLIANCE), AND THE COALITION OF KP UNIONS (COALITION) REPRESENTING THE EMPLOYEES. THE BENEFITS PROVIDED UNDER THIS PLAN ARE IN THE FORM OF CAREER DEVELOPMENT AND UPGRADED TRAINING AND SERVICES.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0BEN HUDNALL MEMORIAL TRUST
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt051
IRS990/EmploymentTaxReturnsFiledInd00
IRS990/ExpenseAmt041057356
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt061000
IRS990/FeesForServicesAccountingGrp/TotalAmt061000
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt016250
IRS990/FeesForServicesLegalGrp/TotalAmt016250
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0436654
IRS990/FeesForServicesOtherGrp/TotalAmt0436654
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd5X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd6X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd7X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/PersonNm0DENISE DUNCAN
IRS990/Form990PartVIISectionAGrp/PersonNm1DAN COUSINS
IRS990/Form990PartVIISectionAGrp/PersonNm2JIM PRUITT
IRS990/Form990PartVIISectionAGrp/PersonNm3MILTON JONES
IRS990/Form990PartVIISectionAGrp/PersonNm4DENNIS DABNEY
IRS990/Form990PartVIISectionAGrp/PersonNm5LINDA BRIDGES
IRS990/Form990PartVIISectionAGrp/PersonNm6STEVE SHIELDS
IRS990/Form990PartVIISectionAGrp/PersonNm7LYNDA WAGNER
IRS990/Form990PartVIISectionAGrp/PersonNm8TOM RAUCH
IRS990/Form990PartVIISectionAGrp/PersonNm9KOY SAEPHAN
IRS990/Form990PartVIISectionAGrp/PersonNm10BEVERLY GARCIA
IRS990/Form990PartVIISectionAGrp/PersonNm11GARY LABARBERA
IRS990/Form990PartVIISectionAGrp/PersonNm12LUCY GUTIERREZ
IRS990/Form990PartVIISectionAGrp/PersonNm13WILLIAM E ESELTINE
IRS990/Form990PartVIISectionAGrp/PersonNm14ESTHER FREEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm15JEANNETTE MAASS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7166451
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8139378
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9121969
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10121183
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11130878
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12121183
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13102725
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14115915
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15103228
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE - LABOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE - MANAGEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE - MANAGEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE - LABOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE - MANAGEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE - LABOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE - MANAGEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7CFO/MANAGING DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8IT/MARKETING DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9FINANCE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10CAREER SERVICES DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11OPERATION DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12HUMAN RESOURCES DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13PROGRAM MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR CAREER DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt15SPECIAL PROJECTS CONSULTANT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02006
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt045292
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0349047
IRS990/GrossReceiptsAmt035439344
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt09
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt023273
IRS990/InsuranceGrp/TotalAmt023273
IRS990/InvestmentIncomeGrp/ExclusionAmt083250
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt083250
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02324032
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02459953
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01918722
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01103464
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0598696
IRS990/LandBldgEquipCostOrOtherBssAmt02517418
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0303755
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THIS TRUST IS ESTABLISHED FOR THE EXCLUSIVE PURPOSE OF FUNDING AND IMPLEMENTING EDUCATION AND TRAINING PROGRAMS AND SERVICES DEVELOPED AND DECIDED BY KAISER PERMANENTE, THE ALLIANCE, AND THE COALITION REPRESENTING THE EMPLOYEES, IN FUTHERANCE OF THEIR EXEMPT PURPOSE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NameChangeInd0X
IRS990/NetAssetsOrFundBalancesBOYAmt040027898
IRS990/NetAssetsOrFundBalancesEOYAmt032228585
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt045292
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt045292
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt016550
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt076380
IRS990/OccupancyGrp/TotalAmt076380
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0113170
IRS990/OfficeExpensesGrp/TotalAmt0113170
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0162633
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0214808
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0377441
IRS990/OtherExpensesGrp/Desc0STIPENDS FOR TRAINING P
IRS990/OtherExpensesGrp/Desc1TRAINING PROGRAM COSTS
IRS990/OtherExpensesGrp/Desc2PROGRAM COUNSELORS
IRS990/OtherExpensesGrp/Desc3TRUST ADMINISTRATION
IRS990/OtherExpensesGrp/ProgramServicesAmt023193514
IRS990/OtherExpensesGrp/ProgramServicesAmt111508477
IRS990/OtherExpensesGrp/ProgramServicesAmt21895098
IRS990/OtherExpensesGrp/ProgramServicesAmt3403904
IRS990/OtherExpensesGrp/TotalAmt023193514
IRS990/OtherExpensesGrp/TotalAmt111508477
IRS990/OtherExpensesGrp/TotalAmt21895098
IRS990/OtherExpensesGrp/TotalAmt3403904
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0648323
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02950128
IRS990/OtherSalariesAndWagesGrp/TotalAmt03598451
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt065206
IRS990/PayrollTaxesGrp/ProgramServicesAmt0268906
IRS990/PayrollTaxesGrp/TotalAmt0334112
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0208096
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0152123
IRS990/PrincipalOfficerNm0LYNDA WAGNER
IRS990/PriorPeriodAdjustmentsAmt0-101080
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt033345018
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0261040
IRS990/PYOtherExpensesAmt031941037
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-2801910
IRS990/PYSalariesCompEmpBnftPaidAmt04466931
IRS990/PYTotalExpensesAmt036407968
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt033606058
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-7714783
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt035132748
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt040027898
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt032228585
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt0598696
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01918722
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02517418
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST HAS ADOPTED THE PROVISIONS RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH DEFINES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF TAX POSITION(S) TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE TRUST'S MANAGEMENT HAS CONSIDERED IT'S TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY THE TRUST ON IT'S FEDERAL AND STATE TAX RETURNS ARE "MORE LIKELY THAN NOT" TO BE SUSTAINED UPON EXAMINATION. THE TRUST FILES TAX RETURNS IN THE US (FEDERAL) AND CALIFORNIA JURISDICTIONS. WITH FEW EXCEPTIONS, THE TRUST'S TAX RETURNS ARE NO LONGER SUBJECT TO FEDERAL TAX EXAMINATIONS FOR THE YEARS BEFORE 2018 (I.E., DUE TO THE 3-YEAR STATUTE OF LIMITATIONS).
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0598696
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0166451
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0LYNDA WAGNER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CFO/MANAGING DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0166451
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0DENNIS DABNEY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1DAN COUSINS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm2JIM PRUITT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm3DENISE DUNCAN
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm4MILTON JONES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm5LINDA BRIDGES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm6STEVE SHIELDS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0TRUSTEE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1TRUSTEE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt2TRUSTEE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt3ALLIANCE TRUSTEE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt4ALLIANCE TRUSTEE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt5COALITION TRUSTEE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt6TRUSTEE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd10
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd20
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd30
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd40
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd50
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd60
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0KP EE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1KP EE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc2KP EE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc3CKPU EE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc4CKPU EE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc5CKPU EE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc6CKPU EE
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS. EACH TRUSTEE IS AN EMPLOYEE OF KAISER PERMANENTE MANAGEMENT OR OF A UNION WHICH HAS A COLLECTIVE BARGAINING AGREEMENT WITH KAISER PERMANENTE.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART IV - ADDITIONAL INFORMATION
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 WAS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUST ADHERES TO LAWS REGULATING THE DISCLOSURE OF ITS DOCUMENTS TO THE GENERAL PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0KAISER PERMANENTE LABOR MANAGEMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0943382057
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0FUND EDUCATION

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$33,714,091
Liabilities
$1,485,506
Net assets
$32,228,585
Revenue
$35,135,589
Expenses
$42,850,372
Net income
-$7,714,783
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$47.5$1.70$45.8$42.9$42.7$0.13
2023Detailed filing. Detailed filing data is available for this year.$47.7$2.03$45.7$40.3$38.8$1.60
2022Detailed filing. Detailed filing data is available for this year.$47.4$3.53$43.9$51.0$38.5$12.5
2021Detailed filing. Detailed filing data is available for this year.$33.7$1.49$32.2$35.1$42.9$7.71
2020Detailed filing. Detailed filing data is available for this year.$40.8$0.81$40.0$33.6$36.4$2.80
2019Detailed filing. Detailed filing data is available for this year.$43.7$0.89$42.9$31.6$34.6$2.95
2018Detailed filing. Detailed filing data is available for this year.$46.5$1.65$44.8$28.9$26.3$2.57
2017Detailed filing. Detailed filing data is available for this year.$43.2$0.69$42.5$22.6$19.9$2.74
2016Detailed filing. Detailed filing data is available for this year.$40.0$0.47$39.6$20.7$13.2$7.46
2015Detailed filing. Detailed filing data is available for this year.$32.1$0.28$31.8$19.4$10.5$8.96
2014Detailed filing. Detailed filing data is available for this year.$23.2$0.13$23.0$13.9$9.57$4.33
2013Detailed filing. Detailed filing data is available for this year.$19.2$0.43$18.8$12.7$10.4$2.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.9$0.23$16.6$10.3
2011Summary only. Only limited summary data is available for this year.$14.7$0.07$14.6$0.25$8.12$7.87
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.7$0.12$22.5$5.73