Civic Intelligence

Ckpu-Kp Education & Training Trust Fund

990 • Fiscal year 2018 • EIN 20-5219583

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

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

50th percentile

0.04x

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

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

51st percentile

0.06x

Higher debt load relative to revenue than 51% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Net Margin

60th percentile

8.9%

Higher net margin than 60% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

66th percentile

$139,929

Higher top officer pay than 66% of similar nonprofits.

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

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Asset Growth

66th percentile

7.7%

Faster asset growth than 66% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

92nd percentile

27%

Faster revenue growth than 92% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$46,479,886

Up $3,325,206 (+7.7%) from 2017

Net Assets

Up

$44,832,242

Up $2,369,525 (+5.6%) from 2017

Liabilities

Up

$1,647,644

Up $955,681 (+138%) from 2017

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin60th percentile

Revenue

Up

$28,858,411

Up $6,218,505 (+27%) from 2017

Expenses

Up

$26,285,254

Up $6,389,350 (+32%) from 2017

Net Income

Down

$2,573,157

Down $170,845 (-6.2%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2018

Assets$46,479,886
Liabilities$1,647,644
Net Assets$44,832,242
Open 2018 Filing

Operations Trend

Revenue Growth92nd 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

2018

Revenue$28,858,411
Expenses$26,285,254
Net Income$2,573,157
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$28,858,411
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$42,462,717$44,832,242▲ $2,369,525
Accounts Receivable-$28,501,867-
Investments in Publicly Traded Securities$14,106,154$14,452,328▲ $346,174
Cash and Non-Interest-Bearing Accounts$28,819,105$2,890,134▼ $25,928,971
Land, Buildings, and Equipment, Net$150,274$522,859▲ $372,585
Prepaid Expenses and Deferred Charges$79,147$112,698▲ $33,551
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$43,154,680$46,479,886▲ $3,325,206
Liabilities
Accounts Payable and Accrued Expenses$691,963$1,647,644▲ $955,681
Total Liabilities$691,963$1,647,644▲ $955,681
Net Assets / Fund Balance
Total Net Assets Fund Balance$42,462,717$44,832,242▲ $2,369,525
Total Liabilities and Net Assets / Fund Balance$43,154,680$46,479,886▲ $3,325,206

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$522,859$192,923$715,782
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lynda WagnerFinance DirectorFT$139,929$139,929
Tom RauchProject ManagerFT$127,459$127,459
Lucy GutierrezAssistant DirectorFT$115,820$115,820
Gary LabarberaOperation DirectorFT$108,365$108,365
Beverly GarciaAssistant DirectorFT$102,423$102,423
Koy SaephanChief of StaffFT$102,423$102,423

Board Members and Trustees

NameTitle
Michael AidanTrustee - Labor
Tamara RubynTrustee - Labor
Walter AllenTrustee - Labor
Dan CousinsTrustee - Management
Dennis DabneyTrustee - Management
Jim PruittTrustee - Management

Highest Paid Contractors

ContractorServicesLocationCompensation
Metier Marketing Communications INCMarketing & Promotional Materials930 VIA SEVILLE, Livermore, CA 94550$288,201
Revenue and Support

Revenue Composition

Contributions and Grants
$28,501,867
Program Service Revenue
$0
Investment Income
$356,544
Other Revenue
$0
All Other Contributions
$28,501,867
Change in Net Assets
$2,573,157

Audited Revenue Reconciliation

Revenue per Audited Statements
$28,858,411
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-203,632
Total Revenue per Audited Statements
$28,654,779
Total Revenue per Form 990
$28,858,411
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$22,739,877
Salaries, Compensation, and Employee Benefits$3,545,377
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,530,713$357,176-$2,887,889
Other Expenses$359,897--$359,897
Fees for Services Other-$338,825-$338,825
Pension Plan Contributions$169,233$97,613-$266,846
Payroll Taxes$228,036$22,677-$250,713
Depreciation Depletion$145,969$29,651-$175,620
Current Officers, Directors, Trustees, and Key Employees-$139,929-$139,929
Office Expenses-$115,011-$115,011
Fees for Services Accounting-$69,825-$69,825
Occupancy-$58,839-$58,839
Advertising-$31,000-$31,000
Insurance-$23,214-$23,214
Fees for Services Legal-$21,862-$21,862
Conferences and Meetings-$7,518-$7,518
Travel-$4,556-$4,556
Total Functional Expenses$24,967,558$1,317,696$0$26,285,254

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$26,285,254
Total Expenses per Audited Statements$26,285,254
Total Expenses per Form 990$26,285,254
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 CousinsTrusteeKp EeNo-
Dennis DabneyTrusteeKp EeNo-
Jim PruittTrusteeKp EeNo-
Michael AidanTrusteeCkpu EeNo-
Tamara RubynTrusteeCkpu EeNo-
Walter AllenTrusteeCkpu 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 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
2019-11-14
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
42
Volunteers
6

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 2014 (i.e., due to the 3-year statute of limitations).”

Raw XML AppendixShowing 400 of 475 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/LandBldgEquipCostOrOtherBssAmt0715782
IRS990/LegalDomicileStateCd0CA
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 THE COALITION AND KAISER PERMANENTE, IN FURTHERANCE OF THEIR EXEMPT PURPOSE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt042462717
IRS990/NetAssetsOrFundBalancesEOYAmt044832242
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-203632
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt058839
IRS990/OccupancyGrp/TotalAmt058839
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0115011
IRS990/OfficeExpensesGrp/TotalAmt0115011
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0TRAINING PROGRAM COSTS
IRS990/OtherExpensesGrp/Desc1STIPENDS FOR TRAINING P
IRS990/OtherExpensesGrp/Desc2PROGRAM COUNSELORS
IRS990/OtherExpensesGrp/Desc3TRUST ADMINISTRATION
IRS990/OtherExpensesGrp/ProgramServicesAmt09864586
IRS990/OtherExpensesGrp/ProgramServicesAmt19702730
IRS990/OtherExpensesGrp/ProgramServicesAmt21966394
IRS990/OtherExpensesGrp/ProgramServicesAmt3359897
IRS990/OtherExpensesGrp/TotalAmt09864586
IRS990/OtherExpensesGrp/TotalAmt19702730
IRS990/OtherExpensesGrp/TotalAmt21966394
IRS990/OtherExpensesGrp/TotalAmt3359897
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0357176
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02530713
IRS990/OtherSalariesAndWagesGrp/TotalAmt02887889
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt022677
IRS990/PayrollTaxesGrp/ProgramServicesAmt0228036
IRS990/PayrollTaxesGrp/TotalAmt0250713
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt097613
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0169233
IRS990/PensionPlanContributionsGrp/TotalAmt0266846
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt079147
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0112698
IRS990/PrincipalOfficerNm0LYNDA WAGNER
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt022411070
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0228836
IRS990/PYOtherExpensesAmt017083952
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt02744002
IRS990/PYSalariesCompEmpBnftPaidAmt02811952
IRS990/PYTotalExpensesAmt019895904
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt022639906
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02573157
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt028858411
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt042462717
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt044832242
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/BookValueAmt0522859
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0192923
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0715782
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt026285254
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-203632
IRS990ScheduleD/RevenueNotReportedAmt0-203632
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt028858411
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/TotalBookValueLandBuildingsAmt0522859
IRS990ScheduleD/TotalExpensesPerForm990Amt026285254
IRS990ScheduleD/TotalRevenuePerForm990Amt028858411
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt028654779
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt026285254
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0DENNIS DABNEY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1DAN COUSINS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm2JIM PRUITT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm3WALTER ALLEN
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm4TAMARA RUBYN
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm5MICHAEL AIDAN
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/TransactionDesc1KP EE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc2KP EE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc3CKPU EE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc4CKPU 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/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
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/ExplanationTxt0SIX TRUSTEES FROM CKPU-KP ALSO SERVE ON KAISER PERMANENTE LABOR MANAGEMENT PARTNERSHIP (KPLMP) STRATEGY GROUP WHICH GOVERNS THE KPLMP TRUST.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt058839
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1338563
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt221334
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt043154680

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,479,886
Liabilities
$1,647,644
Net assets
$44,832,242
Revenue
$28,858,411
Expenses
$26,285,254
Net income
$2,573,157
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