Civic Intelligence

General Employees Trust Fund

990 • Fiscal year 2023 • EIN 23-7404790

Feb 01, 2022 to Jan 31, 2023 • Filed on Dec 11, 2023

Organization ProfileN/A

View Organization Page

1000 Marina Blvd Ste 400Brisbane, CA 94005

(650) 570-7300

Siviq Scores

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

Liabilities / Assets

79th percentile

0.27x

Higher debt load relative to assets than 79% of similar nonprofits.

2023 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

79th percentile

0.22x

Higher debt load relative to revenue than 79% of similar nonprofits.

2023 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2023

Net Margin

60th percentile

6.6%

Higher net margin than 60% of similar nonprofits.

2023 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

48th percentile

$24,000

Higher top officer pay than 48% of similar nonprofits.

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

2023 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2023

Asset Growth

51st percentile

8.5%

Faster asset growth than 51% of similar nonprofits.

2023 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

58th percentile

8.1%

Faster revenue growth than 58% of similar nonprofits.

2023 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$161,012,277

Up $12,581,059 (+8.5%) from 2022

Net Assets

Up

$118,087,710

Up $11,123,995 (+10%) from 2022

Liabilities

Up

$42,924,567

Up $1,457,064 (+3.5%) from 2022

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin60th percentile

Revenue

Up

$196,341,580

Up $14,666,213 (+8.1%) from 2022

Expenses

Up

$183,402,430

Up $6,240,281 (+3.5%) from 2022

Net Income

Up

$12,939,150

Up $8,425,932 (+187%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300M$200M$100M$0Assets 2011: $50,201,087Liabilities 2011: $19,925,661Net Assets 2011: $30,275,4262011Assets 2012: $42,425,116Liabilities 2012: $20,774,544Net Assets 2012: $21,650,5722012Assets 2013: $47,937,433Liabilities 2013: $25,042,454Net Assets 2013: $22,894,9792013Assets 2014: $50,961,233Liabilities 2014: $23,230,817Net Assets 2014: $27,730,4162014Assets 2015: $61,575,481Liabilities 2015: $25,602,447Net Assets 2015: $35,973,0342015Assets 2016: $72,359,853Liabilities 2016: $26,651,845Net Assets 2016: $45,708,0082016Assets 2017: $88,327,792Liabilities 2017: $26,088,272Net Assets 2017: $62,239,5202017Assets 2018: $104,869,961Liabilities 2018: $31,320,151Net Assets 2018: $73,549,8102018Assets 2019: $119,139,910Liabilities 2019: $30,023,812Net Assets 2019: $89,116,0982019Assets 2020: $140,454,669Liabilities 2020: $35,386,267Net Assets 2020: $105,068,4022020Assets 2021: $135,766,631Liabilities 2021: $35,023,750Net Assets 2021: $100,742,8812021Assets 2022: $148,431,218Liabilities 2022: $41,467,503Net Assets 2022: $106,963,7152022Assets 2023: $161,012,277Liabilities 2023: $42,924,567Net Assets 2023: $118,087,7102023Assets 2024: $178,763,125Liabilities 2024: $44,497,778Net Assets 2024: $134,265,3472024Assets 2025: $203,494,861Liabilities 2025: $43,227,407Net Assets 2025: $160,267,4542025

Highlighted filing

2023

Assets$161,012,277
Liabilities$42,924,567
Net Assets$118,087,710
Open 2023 Filing

Operations Trend

Revenue Growth58th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300M$200M$100M$0-$100MExpenses 2011: $92,392,8472011Expenses 2012: $99,298,2512012Expenses 2013: $105,669,8312013Revenue 2014: $116,237,668Expenses 2014: $110,985,217Net Income 2014: $5,252,4512014Revenue 2015: $124,921,419Expenses 2015: $116,602,138Net Income 2015: $8,319,2812015Revenue 2016: $131,219,162Expenses 2016: $121,414,736Net Income 2016: $9,804,4262016Revenue 2017: $136,294,412Expenses 2017: $119,584,900Net Income 2017: $16,709,5122017Revenue 2018: $144,244,162Expenses 2018: $132,601,153Net Income 2018: $11,643,0092018Revenue 2019: $151,982,758Expenses 2019: $137,010,970Net Income 2019: $14,971,7882019Revenue 2020: $164,949,306Expenses 2020: $151,052,229Net Income 2020: $13,897,0772020Revenue 2021: $154,975,723Expenses 2021: $161,849,575Net Income 2021: -$6,873,8522021Revenue 2022: $181,675,367Expenses 2022: $177,162,149Net Income 2022: $4,513,2182022Revenue 2023: $196,341,580Expenses 2023: $183,402,430Net Income 2023: $12,939,1502023Revenue 2024: $211,180,388Expenses 2024: $194,607,677Net Income 2024: $16,572,7112024Revenue 2025: $222,600,904Expenses 2025: $198,848,272Net Income 2025: $23,752,6322025

Highlighted filing

2023

Revenue$196,341,580
Expenses$183,402,430
Net Income$12,939,150
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2022 to Jan 31, 2023
Signed
Dec 11, 2023
Return Version
2022v5.0
Gross Receipts
$225,227,970
Mission and Program Overview

Mission

Multiemployer welfare benefit plan providing health coverage to participants on whose behalf employers contribute to the plan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$106,963,715$118,087,710▲ $11,123,995
Investments in Publicly Traded Securities$55,842,215$62,920,973▲ $7,078,758
Savings and Temporary Cash Investments$34,731,996$41,004,013▲ $6,272,017
Investments Other Securities$37,412,862$38,357,396▲ $944,534
Accounts Receivable$20,423,425$18,704,427▼ $1,718,998
Prepaid Expenses and Deferred Charges$20,720$25,468▲ $4,748
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 Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$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$148,431,218$161,012,277▲ $12,581,059
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$40,959,900$42,476,707▲ $1,516,807
Accounts Payable and Accrued Expenses$507,603$447,860▼ $59,743
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$41,467,503$42,924,567▲ $1,457,064
Net Assets / Fund Balance
Total Net Assets Fund Balance$106,963,715$118,087,710▲ $11,123,995
Total Liabilities and Net Assets / Fund Balance$148,431,218$161,012,277▲ $12,581,059

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$12,432,815--
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleBaseTotal
George HernandezEmployer Trustee$24,000$24,000
Jim BeardEmployer Trustee$24,000$24,000
Timothy BrekkeEmployer Trustee$24,000$24,000
Ray NannEmployer Trustee$24,000$24,000
Charles GilchristUnion Trustee$6,000$6,000
H Jim EdwardsEmployer Trustee (alt.)$1,500$1,500

Board Members and Trustees

NameTitle
Christopher BouvierEmployer Trustee (alt.)
Paul EmperadorEmployer Trustee (alt.)
Denise SolisUnion Trustee
Mark SharwoodUnion Trustee
Olga MirandaUnion Trustee
Samuel KehindeUnion Trustee
David HuertaUnion Trustee (alt.)

Highest Paid Contractors

ContractorServicesLocationCompensation
Northwest Administrators INCAdministrator2323 EASTLAKE AVE, Seattle, WA 98102$2,328,313
Optum Rx INCClaims ProcessorPO Box 650629, Dallas, TX 75265$909,267
Anthem Blue CrossClaim Processor11050 OLSEN DR STE 110, Rancho Cordova, CA 95670$885,973
Delta Dentaldental ADMINISTRATORPO BOX 429086, San Francisco, CA 94142$320,701
National Compliance ServicesEmployer Compliance463 MIDDLEFIELD RD, Boulder Creek, CA 95006$300,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$193,217,613
Investment Income
$2,131,815
Other Revenue
$992,152
Change in Net Assets
$12,939,150

Audited Revenue Reconciliation

Revenue per Audited Statements
$196,341,580
Revenue Not Reported on Form 990
$-1,815,155
Total Revenue per Audited Statements
$194,526,425
Total Revenue per Form 990
$196,341,580
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,151,984
Salaries, Compensation, and Employee Benefits$103,500
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$179,146,946
Fees for Services Management---$2,355,753
Fees for Services Other---$469,109
Fees for Service Investment Mgmnt Fees---$452,937
Fees for Services Accounting---$361,300
Fees for Services Legal---$201,118
Current Officers, Directors, Trustees, and Key Employees---$103,500
Office Expenses---$100,068
Insurance---$96,420
Conferences and Meetings---$58,838
Other Expenses---$56,441
Total Functional Expenses$0$0$0$183,402,430

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$183,402,430
Expenses per Audited Statements$181,885,623
Total Expenses per Audited Statements$181,885,623
Expenses Not Reported on Financial Statements$1,516,807
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
Subject to proxy tax
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
Benefit Obligations$42,476,707
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
Other officer compensation reviewed
Yes
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, Line 11B:

“The Plan's CPA prepares the form 990 which is reviewed by the third party administrator and presented to the Board chairman and co chairman to review and approve prior to being filed. The full board can request copies of the completed form 990.”

Part VI, Line 12C:

“The trustees participate in regular board of trustee meetings and are required to report to the board any conflicts of interest that arise.”

Part VI, Line 15B:

“The full board periodically reviews and approves the compensation for paid trustees.”

Part VI, Line 19:

“The Plan's governing documents, conflict of interest policy and financial statements are available to participants upon request. Annually, the Plan files a form 5500 annual return/report of Employee Benefit Plan with the Department of Labor. The form 5500 is available on the DOL's website.”

PART VII, Section A:

“Trustee compensation and benefits from related tax-exempt organizations is properly reported and available on those organizations' tax filiings.”

Filing and Contact Details

Filer

Filer Name
General Employees Trust Fund
EIN
23-7404790
In Care Of
% NORTHWEST ADMINISTRATORS INC
Phone
6505707300
Address
1000 MARINA BLVD STE 400, BRISBANE, CA 94005

Signing Officer

Name
Mark P Sharwood
Title
Chairperson
Phone
6505707300
Signed
2023-12-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Sharwood
Formed
1973
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
600 STEWART ST STE 618, SEATTLE, WA 98101-1261
Preparer
Catalina Kirby
Phone
2065963930
Supplemental Narrative

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 obligation.”

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IRS990ScheduleD/OtherSecuritiesGrp/Desc0AMERICAN CORE REALTY FUND LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc1BOYD WATTERSON GSA FUND LP

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$161,012,277
Liabilities
$42,924,567
Net assets
$118,087,710
Revenue
$196,341,580
Expenses
$183,402,430
Net income
$12,939,150
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$203$43.2$160$223$199$23.8
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$179$44.5$134$211$195$16.6
2023Detailed filing. Detailed filing data is available for this year.$161$42.9$118$196$183$12.9
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$148$41.5$107$182$177$4.51
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$136$35.0$101$155$162$6.87
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$140$35.4$105$165$151$13.9
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$119$30.0$89.1$152$137$15.0
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$105$31.3$73.5$144$133$11.6
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$88.3$26.1$62.2$136$120$16.7
2016Detailed filing. Detailed filing data is available for this year.$72.4$26.7$45.7$131$121$9.80
2015Detailed filing. Detailed filing data is available for this year.$61.6$25.6$36.0$125$117$8.32
2014Detailed filing. Detailed filing data is available for this year.$51.0$23.2$27.7$116$111$5.25
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.9$25.0$22.9$106
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.4$20.8$21.7$99.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.2$19.9$30.3$92.4