Civic Intelligence

Redwood Empire Electrical Workers

EIN 23-7071451 • 501(c)9 • santa rosa, CA

Profile

NONE

Refreshing map…

2525 Cleveland Ave Ste Csanta rosa, CA 95403

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

89th percentile

0.53x

Higher debt load relative to assets than 89% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

94th percentile

0.55x

Higher debt load relative to revenue than 94% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Net Margin

25th percentile

-3.3%

Higher net margin than 25% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

50th percentile

$1,343

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Asset Growth

27th percentile

-2.0%

Faster asset growth than 27% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

15%

Faster revenue growth than 71% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$12,650,885

Up $492,368 (+4.0%) from 2022

Liabilities

Up

$6,661,652

Up $1,044,839 (+19%) from 2022

Net Assets

Down

$5,989,233

Down $552,471 (-8.4%) from 2022

Revenue

Up

$12,167,944

Up $1,414,781 (+13%) from 2022

Expenses

Up

$12,564,158

Up $1,670,539 (+15%) from 2022

Net Income

Down

-$396,214

Down $255,758 (-182%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2014: $10,485,451Liabilities 2014: $3,182,910Net Assets 2014: $7,302,5412014Assets 2015: $9,972,324Liabilities 2015: $3,834,007Net Assets 2015: $6,138,3172015Assets 2016: $10,341,203Liabilities 2016: $4,699,958Net Assets 2016: $5,641,2452016Assets 2017: $11,156,119Liabilities 2017: $5,331,683Net Assets 2017: $5,824,4362017Assets 2018: $12,034,261Liabilities 2018: $5,202,016Net Assets 2018: $6,832,2452018Assets 2019: $14,125,151Liabilities 2019: $6,309,026Net Assets 2019: $7,816,1252019Assets 2020: $14,586,766Liabilities 2020: $5,954,854Net Assets 2020: $8,631,9122020Assets 2021: $13,209,086Liabilities 2021: $5,541,087Net Assets 2021: $7,667,9992021Assets 2022: $12,158,517Liabilities 2022: $5,616,813Net Assets 2022: $6,541,7042022Assets 2024: $12,650,885Liabilities 2024: $6,661,652Net Assets 2024: $5,989,2332024

Highlighted filing

2024

Assets$12,650,885
Liabilities$6,661,652
Net Assets$5,989,233

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2014: $6,934,816Expenses 2014: $7,558,264Net Income 2014: -$623,4482014Revenue 2015: $8,093,085Expenses 2015: $8,957,257Net Income 2015: -$864,1722015Revenue 2016: $8,984,679Expenses 2016: $9,420,769Net Income 2016: -$436,0902016Revenue 2017: $9,753,168Expenses 2017: $9,528,144Net Income 2017: $225,0242017Revenue 2018: $10,724,025Expenses 2018: $9,561,995Net Income 2018: $1,162,0302018Revenue 2019: $11,473,199Expenses 2019: $10,812,240Net Income 2019: $660,9592019Revenue 2020: $11,387,465Expenses 2020: $10,773,862Net Income 2020: $613,6032020Revenue 2021: $10,595,955Expenses 2021: $11,190,637Net Income 2021: -$594,6822021Revenue 2022: $10,753,163Expenses 2022: $10,893,619Net Income 2022: -$140,4562022Revenue 2024: $12,167,944Expenses 2024: $12,564,158Net Income 2024: -$396,2142024

Highlighted filing

2024

Revenue$12,167,944
Expenses$12,564,158
Net Income-$396,214

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 15, 2023
Return Version
2022v5.0
Gross Receipts
$18,476,234
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,784,413$8,819,111▼ $965,302
Rtn Earn Endowment Incm Other Fnds$7,667,999$6,541,704▼ $1,126,295
Savings and Temporary Cash Investments$2,266,237$2,037,534▼ $228,703
Accounts Receivable$1,141,119$1,273,766▲ $132,647
Prepaid Expenses and Deferred Charges$15,782$24,245▲ $8,463
Land, Buildings, and Equipment, Net$1,535$3,861▲ $2,326
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$13,209,086$12,158,517▼ $1,050,569
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$5,164,828$5,189,707▲ $24,879
Accounts Payable and Accrued Expenses$345,497$389,715▲ $44,218
Deferred Revenue$30,762$37,391▲ $6,629
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$5,541,087$5,616,813▲ $75,726
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,667,999$6,541,704▼ $1,126,295
Total Liabilities and Net Assets / Fund Balance$13,209,086$12,158,517▼ $1,050,569

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,861$88,494$92,355
Compensation and Service Providers

Board Members and Trustees

NameTitle
Anisa ThomsenTrustee
Jim ChiappariTrustee
John McentagartTrustee
Joseph TremaineTrustee
Nicholas PagliaTrustee
James BrownTrustee(former)
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$10,646,333
Investment Income
$106,830
Other Revenue
$0
Change in Net Assets
$-140,456

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,753,163
Revenue Not Reported on Form 990
$-985,839
Total Revenue per Audited Statements
$9,767,324
Total Revenue per Form 990
$10,753,163
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$267,541
Salaries, Compensation, and Employee Benefits$173,146
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$10,452,932
Other Salaries and Wages---$120,800
Fees for Services Other---$73,015
Fees for Service Investment Mgmnt Fees---$45,433
Fees for Services Accounting---$40,870
Other Employee Benefits---$31,139
Office Expenses---$28,256
Fees for Services Legal---$25,677
Insurance---$22,074
Occupancy---$14,580
Information Technology---$13,433
Pension Plan Contributions---$12,218
Payroll Taxes---$8,989
Conferences and Meetings---$2,829
Depreciation Depletion---$1,374
Total Functional Expenses$0$0$0$10,893,619

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$10,893,619
Expenses per Audited Statements$10,868,740
Total Expenses per Audited Statements$10,868,740
Expenses Not Reported on Financial Statements$24,879
Other Expense Adjustments$24,879
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Hour Bank Liability$3,636,000
Premiums Payable$1,455,091
Claims Payable$68,616
Ibnr$30,000
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI, SECTION B, LINE 11B:

The chair and co-chair review the form 990. Any unusual items are brought to the full board's attention.

PART VI, SECTION B, LINE 12C:

The plan monitors and enforces compliance with its conflict of interest policy through annual reviews of the policy.

PART VI, SECTION C, LINE 19:

The plan does not make its governing documents, conflict of interest policy, and financial statements available to the public.

PART VII, SECTION A:

Compensation paid to trustees employed by not-for-profit organizations is properly reported on the employer's annual tax filings.

Filing and Contact Details

Filer

Filer Name
Redwood Empire Electrical Workers Health &
EIN
23-7071451
In Care Of
% ALICE MARSHALL
Phone
7075261996
Address
2525 CLEVELAND AVE STE C, santa rosa, CA 95403

Signing Officer

Name
John Mcentagart
Title
Trustee
Phone
7075261996
Signed
2023-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Mcentagart
Formed
1965
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
0
Employees
2
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
275 BATTERY ST STE 1800, SAN FRANCISCO, CA 94111-3346
Preparer
Jesse Ward
Phone
4159563600
Supplemental Narrative

Additional Explanations

PART I, LINE 1 AND PART III, LINES 1 AND 4A:

To provide health care benefits to eligible participants covered by collective bargaining agreements between international brotherhood of electrical workers local 551 employer associations and individual employers signatory to the agreements.

Financial Statement Notes

PART X, LINE 2:

Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Part xii, line 4b: change in benefit obligations.

Raw XML AppendixShowing 400 of 463 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0345497
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0389715
IRS990/AccountsReceivableGrp/BOYAmt01141119
IRS990/AccountsReceivableGrp/EOYAmt01273766
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SEE SCHEDULE O
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt010452932
IRS990/BooksInCareOfDetail/PersonNm0ALICE MARSHALL
IRS990/BooksInCareOfDetail/PhoneNum07075261996
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02525 CLEVELAND AVE STE C
IRS990/BooksInCareOfDetail/USAddress/CityNm0SANTA ROSA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095403
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt00
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt02829
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt010452932
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0106830
IRS990/CYOtherExpensesAmt0267541
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt010646333
IRS990/CYRevenuesLessExpensesAmt0-140456
IRS990/CYSalariesCompEmpBnftPaidAmt0173146
IRS990/CYTotalExpensesAmt010893619
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt010753163
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt030762
IRS990/DeferredRevenueGrp/EOYAmt037391
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt01374
IRS990/Desc0SEE SCHEDULE O
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt040870
IRS990/FeesForServicesLegalGrp/TotalAmt025677
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt073015
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt045433
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt340.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt440.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt540.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0JOHN MCENTAGART
IRS990/Form990PartVIISectionAGrp/PersonNm1NICHOLAS PAGLIA
IRS990/Form990PartVIISectionAGrp/PersonNm2JAMES BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm3JOSEPH TREMAINE
IRS990/Form990PartVIISectionAGrp/PersonNm4JIM CHIAPPARI
IRS990/Form990PartVIISectionAGrp/PersonNm5ANISA THOMSEN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE(FORMER)
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01965
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0-178611
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt07544460
IRS990/GrossReceiptsAmt018476234
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt013433
IRS990/InsuranceGrp/TotalAmt022074
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0285441
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0285441
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt09784413
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08819111
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt088494
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01535
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03861
IRS990/LandBldgEquipCostOrOtherBssAmt092355
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt07723071
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SEE SCHEDULE O
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt07667999
IRS990/NetAssetsOrFundBalancesEOYAmt06541704
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-178611
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-178611
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-985839
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt014580
IRS990/OfficeExpensesGrp/TotalAmt028256
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt031139
IRS990/OtherLiabilitiesGrp/BOYAmt05164828
IRS990/OtherLiabilitiesGrp/EOYAmt05189707
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt0120800
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt08989
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt012218
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt015782
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt024245
IRS990/PrincipalOfficerNm0JOHN MCENTAGART
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2COBRA SUBSIDY REIMBURSEMENTS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt09764573
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1736776
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2144984
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt09764573
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1736776
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2144984
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt010753143
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0256835
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0276591
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt010339120
IRS990/PYRevenuesLessExpensesAmt0-594682
IRS990/PYSalariesCompEmpBnftPaidAmt0160903
IRS990/PYTotalExpensesAmt011190637
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt010595955
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-140456
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt07667999
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt06541704
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02266237
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02037534
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt03861
IRS990ScheduleD/EquipmentGrp/DepreciationAmt088494
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt092355
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt024879
IRS990ScheduleD/ExpensesSubtotalAmt010868740
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-985839
IRS990ScheduleD/OtherExpensesNotIncludedAmt024879
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt030000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt168616
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt21455091
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt33636000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0IBNR
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CLAIMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2PREMIUMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3HOUR BANK LIABILITY
IRS990ScheduleD/RevenueNotReportedAmt0-985839
IRS990ScheduleD/RevenueSubtotalAmt010753163
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN A TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAX AUTHORITY. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, LINE 4B: CHANGE IN BENEFIT OBLIGATIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03861
IRS990ScheduleD/TotalExpensesPerForm990Amt010893619
IRS990ScheduleD/TotalLiabilityAmt05189707
IRS990ScheduleD/TotalRevenuePerForm990Amt010753163
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt09767324
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt010868740
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE HEALTH CARE BENEFITS TO ELIGIBLE PARTICIPANTS COVERED BY COLLECTIVE BARGAINING AGREEMENTS BETWEEN INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 551 EMPLOYER ASSOCIATIONS AND INDIVIDUAL EMPLOYERS SIGNATORY TO THE AGREEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CHAIR AND CO-CHAIR REVIEW THE FORM 990. ANY UNUSUAL ITEMS ARE BROUGHT TO THE FULL BOARD'S ATTENTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PLAN MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY THROUGH ANNUAL REVIEWS OF THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PLAN DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION PAID TO TRUSTEES EMPLOYED BY NOT-FOR-PROFIT ORGANIZATIONS IS PROPERLY REPORTED ON THE EMPLOYER'S ANNUAL TAX FILINGS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 1 AND PART III, LINES 1 AND 4A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, SECTION B, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, SECTION B, LINE 12C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, SECTION C, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VII, SECTION A:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE SUPPLEMENTAL INFORMATION
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE SUPPLEMENTAL INFORMATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0REDWOOD EMPIRE ELECT WRKRS PENSION TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1IBEW LOCAL 551
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0946186900
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1941104872
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0401B
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PENSION TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1LABOR UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02525 CLEVELAND AVE STE C
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt12525 CLEVELAND AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SANTA ROSA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1SANTA ROSA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd095403
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd195403
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0true
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0true
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0THE ADMINISTRATIVE OFFICE DOES NOT CURRENLTY MAINTAIN THIS INFORMATION FOR CONTRIBUTING EMPLOYERS. PLEASE CONTACT THE ADMINISTRATIVE OFFICE FOR SPECIFIC QUESTIONS.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0PARTS II, III AND IV:
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt013209086
IRS990/TotalAssetsEOYAmt012158517
IRS990/TotalAssetsGrp/BOYAmt013209086
IRS990/TotalAssetsGrp/EOYAmt012158517
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/TotalAmt010893619

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)9 • $10M-$25M nonprofits