Civic Intelligence

Ckpu-Kp Education & Training Trust Fund

990 • Fiscal year 2016 • EIN 20-5219583

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization ProfileWWW.BENHUDNALLMEMORIALTRUST.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

38th percentile

0.01x

Higher debt load relative to assets than 38% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

40th percentile

0.02x

Higher debt load relative to revenue than 40% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Net Margin

90th percentile

36%

Higher net margin than 90% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

64th percentile

$133,067

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Asset Growth

89th percentile

25%

Faster asset growth than 89% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

59th percentile

6.4%

Faster revenue growth than 59% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$40,048,612

Up $7,962,071 (+25%) from 2015

Net Assets

Up

$39,583,151

Up $7,777,447 (+24%) from 2015

Liabilities

Up

$465,461

Up $184,624 (+66%) from 2015

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin90th percentile

Revenue

Up

$20,671,270

Up $1,238,676 (+6.4%) from 2015

Expenses

Up

$13,209,633

Up $2,736,463 (+26%) from 2015

Net Income

Down

$7,461,637

Down $1,497,787 (-17%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth89th 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

2016

Assets$40,048,612
Liabilities$465,461
Net Assets$39,583,151
Open 2016 Filing

Operations Trend

Revenue Growth59th 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

2016

Revenue$20,671,270
Expenses$13,209,633
Net Income$7,461,637
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$21,858,909
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 the coalition and kaiser permanente.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$31,805,704$39,583,151▲ $7,777,447
Cash and Non-Interest-Bearing Accounts$18,314,248$26,161,320▲ $7,847,072
Investments in Publicly Traded Securities$13,673,238$13,736,233▲ $62,995
Prepaid Expenses and Deferred Charges$99,055$138,772▲ $39,717
Land, Buildings, and Equipment, Net$0$12,287▲ $12,287
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$32,086,541$40,048,612▲ $7,962,071
Liabilities
Accounts Payable and Accrued Expenses$280,837$465,461▲ $184,624
Total Liabilities$280,837$465,461▲ $184,624
Net Assets / Fund Balance
Total Net Assets Fund Balance$31,805,704$39,583,151▲ $7,777,447
Total Liabilities and Net Assets / Fund Balance$32,086,541$40,048,612▲ $7,962,071

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$12,287$683$12,970
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Lynda WagnerFinance DirectorFT$133,067$133,067
Tom RauchProject ManagerFT$122,330$122,330

Board Members and Trustees

NameTitle
Denise DuncanTrustee - Labor
Hal RuddickTrustee - Labor
Scott GraserTrustee - Labor
Dan CousinsTrustee - Management
Dennis DabneyTrustee - Management
Jim PruittTrustee - Management
Revenue and Support

Revenue Composition

Contributions and Grants
$20,719,145
Program Service Revenue
$0
Investment Income
$-47,875
Other Revenue
$0
All Other Contributions
$20,719,145
Change in Net Assets
$7,461,637

Audited Revenue Reconciliation

Revenue per Audited Statements
$20,671,270
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$315,810
Total Revenue per Audited Statements
$20,987,080
Total Revenue per Form 990
$20,671,270
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$11,197,425
Salaries, Compensation, and Employee Benefits$2,012,208
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,507,887$57,038-$1,564,925
Other Expenses$290,501--$290,501
Office Expenses-$183,436-$183,436
Fees for Services Other-$178,743-$178,743
Other Employee Benefits$132,533$30,852-$163,385
Payroll Taxes$134,378$16,453-$150,831
Current Officers, Directors, Trustees, and Key Employees-$133,067-$133,067
Advertising-$53,968-$53,968
Fees for Services Accounting-$35,000-$35,000
Occupancy-$28,740-$28,740
Insurance-$11,486-$11,486
Conferences and Meetings-$9,578-$9,578
Fees for Services Legal-$8,776-$8,776
Travel-$2,745-$2,745
Depreciation Depletion-$683-$683
Total Functional Expenses$12,459,068$750,565$0$13,209,633

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$13,209,633
Total Expenses per Audited Statements$13,209,633
Total Expenses per Form 990$13,209,633
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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 CousinsTrusteeCkpu EeNo-
Denise DuncanTrusteeKp EeNo-
Dennis DabneyTrusteeKp EeNo-
Hal RuddickTrusteeCkpu EeNo-
Jim PruittTrusteeKp EeNo-
Scott GraserTrusteeCkpu EeNo-
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 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
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
2017-11-15
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
30
Volunteers
6

Preparer

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

Additional Explanations

PART XII, LINE 2C:

“Organization's audit committee - the board as a whole acts as an audit committee and assumes responsibility for oversight of the audit of it's financial statements and the selection and engagement of the independent cpa/audit firm.”

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 2013 (i.e., due to the 3-year statute of limitations).”

Raw XML AppendixShowing 400 of 446 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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IRS990/OtherSalariesAndWagesGrp/TotalAmt01564925
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt016453
IRS990/PayrollTaxesGrp/ProgramServicesAmt0134378
IRS990/PayrollTaxesGrp/TotalAmt0150831
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt099055
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0138772
IRS990/PrincipalOfficerNm0LYNDA WAGNER
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt019256391
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0176203
IRS990/PYOtherExpensesAmt08679075
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt08959424
IRS990/PYSalariesCompEmpBnftPaidAmt01794095
IRS990/PYTotalExpensesAmt010473170
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt019432594
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt07461637
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt020671270
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt031805704
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt039583151
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/BookValueAmt012287
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0683
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt012970
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt013209633
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0315810
IRS990ScheduleD/RevenueNotReportedAmt0315810
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt020671270
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 2013 (I.E., DUE TO THE 3-YEAR STATUTE OF LIMITATIONS).
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt012287
IRS990ScheduleD/TotalExpensesPerForm990Amt013209633
IRS990ScheduleD/TotalRevenuePerForm990Amt020671270
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt020987080
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt013209633
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0DENNIS DABNEY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1DAN COUSINS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm2JIM PRUITT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm3HAL RUDDICK
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm4DENISE DUNCAN
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm5SCOTT GRASER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0TRUSTEE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1TRUSTEE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt2TRUSTEE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt3TRUSTEE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt4TRUSTEE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt5TRUSTEE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd10
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd20
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd30
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd40
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd50
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0KP EE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1CKPU EE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc2KP EE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc3CKPU EE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc4KP EE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc5CKPU 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/ExplanationTxt2ORGANIZATION'S AUDIT COMMITTEE - THE BOARD AS A WHOLE ACTS AS AN AUDIT COMMITTEE AND ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF IT'S FINANCIAL STATEMENTS AND THE SELECTION AND ENGAGEMENT OF THE INDEPENDENT CPA/AUDIT FIRM.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2C:
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
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0ONE KAISER PLAZA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0OAKLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094612
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd01
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0FIVE TRUSTEES FROM CKPU-KP ALSO SERVE ON KAISER PERMANENTE LABOR MANAGEMENT PARTNERSHIP (KPLMP) TRUST'S THIRTY FOUR PERSON STRATEGY GROUP WHICH GOVERNS THE KPLMP TRUST.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt028740
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1250282
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt240219
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0KAISER FOUNDATION HEALTH PLAN INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1KAISER FOUNDATION HEALTH PLAN INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2KAISER PERMANENTE LABOR MANAGEMENT PARTNERSHIP TRUST
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0K
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1M
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2M
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt032086541
IRS990/TotalAssetsEOYAmt040048612
IRS990/TotalAssetsGrp/BOYAmt032086541
IRS990/TotalAssetsGrp/EOYAmt040048612
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt020719145
IRS990/TotalEmployeeCnt030
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0750565
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt012459068
IRS990/TotalFunctionalExpensesGrp/TotalAmt013209633
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0280837
IRS990/TotalLiabilitiesEOYAmt0465461
IRS990/TotalLiabilitiesGrp/BOYAmt0280837
IRS990/TotalLiabilitiesGrp/EOYAmt0465461
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt031805704
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt039583151
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt012459068
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-47875
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt020671270
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt032086541
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt040048612
IRS990/TotReportableCompRltdOrgAmt0255397
IRS990/TravelGrp/ManagementAndGeneralAmt02745

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,048,612
Liabilities
$465,461
Net assets
$39,583,151
Revenue
$20,671,270
Expenses
$13,209,633
Net income
$7,461,637
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