Civic Intelligence

Ckpu-Kp Education & Training Trust Fund

990 • Fiscal year 2012 • EIN 20-5219583

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 12, 2013

Organization ProfileWWW.BENHUDNALLMEMORIALTRUST.ORG

View Organization Page

1800 Harrison Street 15th Floor94612
Siviq Scores

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

Liabilities / Assets

42nd percentile

0.01x

Higher debt load relative to assets than 42% of similar nonprofits.

2012 filings • 501(c)9 • $10M-$25M 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

77th percentile

15%

Faster asset growth than 77% of similar nonprofits.

2012 filings • 501(c)9 • $10M-$25M 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 / Assets42nd percentile

Assets

Up

$16,862,164

Up $2,148,501 (+15%) from 2011

Net Assets

Up

$16,634,926

Up $1,990,451 (+14%) from 2011

Liabilities

Up

$227,238

Up $158,050 (+228%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$10,347,598

Up $2,226,695 (+27%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2012

Assets$16,862,164
Liabilities$227,238
Net Assets$16,634,926
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2012

Revenue-
Expenses$10,347,598
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 12, 2013
Return Version
2012v2.1
Gross Receipts
$12,245,483
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.

Filing and Contact Details

Filer

EIN
20-5219583
Raw XML Appendix389 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/Form990ScheduleDPartXIII/Explanation0THE 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 A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE TRUST'S MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY THE TRUST IN ITS FEDERAL AND STATE TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. THE TRUST FILES TAX RETURNS IN THE U.S. FEDERAL AND CALIFORNIA JURISDICTIONS. WITH FEW EXCEPTIONS, THE TRUST IS NO LONGER SUBJECT TO FEDERAL TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2009.
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IRS990ScheduleO/GeneralExplanation/Explanation2THE BOARD AS A WHOLE ACTS AS AN AUDIT COMMITTEE AND ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR.
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IRS990/TotalNbrEmployees02
IRS990/TotalNbrVolunteers06
IRS990/TotalNetAssetsFundBalances/BOY014644475
IRS990/TotalNetAssetsFundBalances/EOY016634926
IRS990/TotalOtherCompensation00
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg0230898
IRS990/TotalRevenueCurrentYear012245483
IRS990/TotalRevenue/ExclusionAmount0172516
IRS990/TotalRevenuePriorYear0247520
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome00
IRS990/TotalRevenue/TotalRevenueColumn012245483
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/Travel/Total017564
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome00
IRS990/UponRequest0X
IRS990/WebSite0WWW.BENHUDNALLMEMORIALTRUST.ORG
IRS990/WhistleblowerPolicy00
IRS990/YearFormation02006
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0205219583
ReturnHeader/Filer/Name/BusinessNameLine10CKPU-KP EDUCATION & TRAINING TRUST
ReturnHeader/Filer/NameControl0CKPU
ReturnHeader/Filer/Phone05106255886
ReturnHeader/Filer/USAddress/AddressLine101800 HARRISON STREET 15TH FLOOR
ReturnHeader/Filer/USAddress/City0OAKLAND
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094612
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-11-12
ReturnHeader/Officer/Name0DENNIS DABNEY
ReturnHeader/Officer/Phone05106255886
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-11-12
ReturnHeader/PreparerFirm/EIN0743001153
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10PMB HELIN DONOVAN LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101340 TREAT BLVD STE 525
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WALNUT CREEK
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode094597
ReturnHeader/Preparer/Name0WARD PYNN
ReturnHeader/Preparer/Phone09259540100
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-15T11:08:01-06:00

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
$16,862,164
Liabilities
$227,238
Net assets
$16,634,926
Revenue
-
Expenses
$10,347,598
Net income
-
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