Civic Intelligence

Ckpu-Kp Education & Training Trust Fund

990 • Fiscal year 2017 • EIN 20-5219583

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

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

43rd percentile

0.02x

Higher debt load relative to assets than 43% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

45th percentile

0.03x

Higher debt load relative to revenue than 45% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Net Margin

68th percentile

12%

Higher net margin than 68% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

63rd percentile

$130,794

Higher top officer pay than 63% of similar nonprofits.

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

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Asset Growth

50th percentile

7.8%

Faster asset growth than 50% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

61st percentile

9.5%

Faster revenue growth than 61% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$43,154,680

Up $3,106,068 (+7.8%) from 2016

Net Assets

Up

$42,462,717

Up $2,879,566 (+7.3%) from 2016

Liabilities

Up

$691,963

Up $226,502 (+49%) from 2016

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin68th percentile

Revenue

Up

$22,639,906

Up $1,968,636 (+9.5%) from 2016

Expenses

Up

$19,895,904

Up $6,686,271 (+51%) from 2016

Net Income

Down

$2,744,002

Down $4,717,635 (-63%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth50th 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

2017

Assets$43,154,680
Liabilities$691,963
Net Assets$42,462,717
Open 2017 Filing

Operations Trend

Revenue Growth61st 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

2017

Revenue$22,639,906
Expenses$19,895,904
Net Income$2,744,002
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$22,639,906
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$39,583,151$42,462,717▲ $2,879,566
Cash and Non-Interest-Bearing Accounts$26,161,320$28,819,105▲ $2,657,785
Investments in Publicly Traded Securities$13,736,233$14,106,154▲ $369,921
Land, Buildings, and Equipment, Net$12,287$150,274▲ $137,987
Prepaid Expenses and Deferred Charges$138,772$79,147▼ $59,625
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$40,048,612$43,154,680▲ $3,106,068
Liabilities
Accounts Payable and Accrued Expenses$465,461$691,963▲ $226,502
Total Liabilities$465,461$691,963▲ $226,502
Net Assets / Fund Balance
Total Net Assets Fund Balance$39,583,151$42,462,717▲ $2,879,566
Total Liabilities and Net Assets / Fund Balance$40,048,612$43,154,680▲ $3,106,068

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$150,274$17,120$167,394
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeOtherTotal
Lynda WagnerFinance DirectorFT$130,794$130,794
Tom RauchProject ManagerFT$123,747$123,747
Koy SaephanAssistant DirectorFT$101,268$101,268

Board Members and Trustees

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

Highest Paid Contractors

ContractorServicesLocationCompensation
Gary Labarbera (gml Consulting ServicesIt Development2530 REGENT RD, Livermore, CA 94550$172,680
Metier Marketing Communications INCMarketing & Promotional Materials930 VIA SEVILLE, Livermore, CA 94550$162,864
Revenue and Support

Revenue Composition

Contributions and Grants
$22,411,070
Program Service Revenue
$0
Investment Income
$228,836
Other Revenue
$0
All Other Contributions
$22,411,070
Change in Net Assets
$2,744,002

Audited Revenue Reconciliation

Revenue per Audited Statements
$22,639,906
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$135,564
Total Revenue per Audited Statements
$22,775,470
Total Revenue per Form 990
$22,639,906
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$17,083,952
Salaries, Compensation, and Employee Benefits$2,811,952
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,033,807$213,095-$2,246,902
Other Expenses$334,427--$334,427
Office Expenses-$299,345-$299,345
Pension Plan Contributions$153,408$69,320-$222,728
Payroll Taxes$180,934$30,594-$211,528
Fees for Services Other-$194,943-$194,943
Current Officers, Directors, Trustees, and Key Employees-$130,794-$130,794
Fees for Services Accounting-$75,175-$75,175
Occupancy-$53,580-$53,580
Advertising-$34,921-$34,921
Insurance-$19,624-$19,624
Depreciation Depletion$5,620$10,817-$16,437
Fees for Services Legal-$12,770-$12,770
Conferences and Meetings-$8,105-$8,105
Travel-$3,773-$3,773
Total Functional Expenses$18,739,048$1,156,856$0$19,895,904

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$19,895,904
Total Expenses per Audited Statements$19,895,904
Total Expenses per Form 990$19,895,904
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
2018-11-15
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
38
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 2014 (i.e., due to the 3-year statute of limitations).”

Raw XML AppendixShowing 400 of 455 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/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt039583151
IRS990/NetAssetsOrFundBalancesEOYAmt042462717
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0135564
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt053580
IRS990/OccupancyGrp/TotalAmt053580
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0299345
IRS990/OfficeExpensesGrp/TotalAmt0299345
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0STIPENDS FOR TRAINING P
IRS990/OtherExpensesGrp/Desc1TRAINING PROGRAM COSTS
IRS990/OtherExpensesGrp/Desc2PROGRAM COUNSELORS
IRS990/OtherExpensesGrp/Desc3TRUST ADMINISTRATION
IRS990/OtherExpensesGrp/ProgramServicesAmt08206799
IRS990/OtherExpensesGrp/ProgramServicesAmt16126632
IRS990/OtherExpensesGrp/ProgramServicesAmt21697421
IRS990/OtherExpensesGrp/ProgramServicesAmt3334427
IRS990/OtherExpensesGrp/TotalAmt08206799
IRS990/OtherExpensesGrp/TotalAmt16126632
IRS990/OtherExpensesGrp/TotalAmt21697421
IRS990/OtherExpensesGrp/TotalAmt3334427
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0213095
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02033807
IRS990/OtherSalariesAndWagesGrp/TotalAmt02246902
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt030594
IRS990/PayrollTaxesGrp/ProgramServicesAmt0180934
IRS990/PayrollTaxesGrp/TotalAmt0211528
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt069320
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0153408
IRS990/PensionPlanContributionsGrp/TotalAmt0222728
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0138772
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt079147
IRS990/PrincipalOfficerNm0LYNDA WAGNER
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt020719145
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-47875
IRS990/PYOtherExpensesAmt011197425
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt07461637
IRS990/PYSalariesCompEmpBnftPaidAmt02012208
IRS990/PYTotalExpensesAmt013209633
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt020671270
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02744002
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt022639906
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt039583151
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt042462717
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt0150274
IRS990ScheduleD/EquipmentGrp/DepreciationAmt017120
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0167394
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt019895904
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0135564
IRS990ScheduleD/RevenueNotReportedAmt0135564
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt022639906
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 2014 (I.E., DUE TO THE 3-YEAR STATUTE OF LIMITATIONS).
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0150274
IRS990ScheduleD/TotalExpensesPerForm990Amt019895904
IRS990ScheduleD/TotalRevenuePerForm990Amt022639906
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt022775470
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt019895904
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/InvolvedAmt053580
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1293001
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt241426
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/TotalAssetsBOYAmt040048612
IRS990/TotalAssetsEOYAmt043154680
IRS990/TotalAssetsGrp/BOYAmt040048612
IRS990/TotalAssetsGrp/EOYAmt043154680
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt022411070
IRS990/TotalEmployeeCnt038
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01156856
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt018739048
IRS990/TotalFunctionalExpensesGrp/TotalAmt019895904
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0465461
IRS990/TotalLiabilitiesEOYAmt0691963
IRS990/TotalLiabilitiesGrp/BOYAmt0465461
IRS990/TotalLiabilitiesGrp/EOYAmt0691963
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt039583151
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt042462717
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt018739048
IRS990/TotalReportableCompFromOrgAmt00

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,154,680
Liabilities
$691,963
Net assets
$42,462,717
Revenue
$22,639,906
Expenses
$19,895,904
Net income
$2,744,002
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