Civic Intelligence

San Diego Transit Ibew #465 Security Fund Health and Welfare Plan

990 • Fiscal year 2019 • EIN 23-7444436

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 15, 2020

Organization ProfileN/A

View Organization Page

1255 Imperial Avenue No 1000San Diego, CA 92101

(619) 557-4517

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

Higher debt load relative to assets than 49% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

47th percentile

0.00x

Higher debt load relative to revenue than 47% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Net Margin

55th percentile

4.2%

Higher net margin than 55% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

51st percentile

3.8%

Faster revenue growth than 51% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$2,221,317

Up $227,020 (+11%) from 2018

Net Assets

Up

$2,212,141

Up $218,696 (+11%) from 2018

Liabilities

Up

$9,176

Up $8,324 (+977%) from 2018

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin55th percentile

Revenue

Up

$2,522,798

Up $92,235 (+3.8%) from 2018

Expenses

Up

$2,416,970

Up $144,441 (+6.4%) from 2018

Net Income

Down

$105,828

Down $52,206 (-33%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,658,770Liabilities 2012: $7,549Net Assets 2012: $1,651,2212012Assets 2013: $1,660,090Liabilities 2013: $174,358Net Assets 2013: $1,485,7322013Assets 2014: $1,670,286Liabilities 2014: $338,293Net Assets 2014: $1,331,9932014Assets 2015: $1,597,318Liabilities 2015: $186,678Net Assets 2015: $1,410,6402015Assets 2016: $1,747,080Liabilities 2016: $18,978Net Assets 2016: $1,728,1022016Assets 2017: $1,916,734Liabilities 2017: $18,291Net Assets 2017: $1,898,4432017Assets 2018: $1,994,297Liabilities 2018: $852Net Assets 2018: $1,993,4452018Assets 2019: $2,221,317Liabilities 2019: $9,176Net Assets 2019: $2,212,1412019Assets 2020: $2,349,845Liabilities 2020: $475Net Assets 2020: $2,349,3702020Assets 2021: $2,442,263Liabilities 2021: $4,800Net Assets 2021: $2,437,4632021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2019

Assets$2,221,317
Liabilities$9,176
Net Assets$2,212,141
Open 2019 Filing

Operations Trend

Revenue Growth51st percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2012: $1,894,3432012Revenue 2013: $1,880,244Expenses 2013: $2,042,080Net Income 2013: -$161,8362013Revenue 2014: $2,081,401Expenses 2014: $2,244,567Net Income 2014: -$163,1662014Revenue 2015: $2,263,413Expenses 2015: $2,118,322Net Income 2015: $145,0912015Revenue 2016: $2,316,866Expenses 2016: $2,032,086Net Income 2016: $284,7802016Revenue 2017: $2,405,819Expenses 2017: $2,308,367Net Income 2017: $97,4522017Revenue 2018: $2,430,563Expenses 2018: $2,272,529Net Income 2018: $158,0342018Revenue 2019: $2,522,798Expenses 2019: $2,416,970Net Income 2019: $105,8282019Revenue 2020: $2,568,426Expenses 2020: $2,475,659Net Income 2020: $92,7672020Revenue 2021: $2,514,285Expenses 2021: $2,496,047Net Income 2021: $18,2382021Revenue 2022: $768,441Expenses 2022: $2,517,185Net Income 2022: -$1,748,7442022

Highlighted filing

2019

Revenue$2,522,798
Expenses$2,416,970
Net Income$105,828
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 15, 2020
Return Version
2019v5.1
Gross Receipts
$2,522,798
Mission and Program Overview

Mission

To provide health, dental and prescription drug benefits to members and their dependents.

To provide health benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,993,445$2,212,141▲ $218,696
Investments in Publicly Traded Securities$1,054,381$1,214,031▲ $159,650
Cash and Non-Interest-Bearing Accounts$557,528$617,529▲ $60,001
Accounts Receivable$190,512$204,220▲ $13,708
Savings and Temporary Cash Investments$188,202$177,970▼ $10,232
Prepaid Expenses and Deferred Charges$3,674$7,567▲ $3,893
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,994,297$2,221,317▲ $227,020
Liabilities
Accounts Payable and Accrued Expenses$852$9,176▲ $8,324
Total Liabilities$852$9,176▲ $8,324
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,993,445$2,212,141▲ $218,696
Total Liabilities and Net Assets / Fund Balance$1,994,297$2,221,317▲ $227,020
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Jeff StumboChairman
Brendan ShannonCo-chairman
Anthony ByrdTrustee
Brian LambTrustee
Raul Kiko DiazTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,479,694
Investment Income
$43,104
Other Revenue
$0
Change in Net Assets
$105,828

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,522,798
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$112,868
Total Revenue per Audited Statements
$2,635,666
Total Revenue per Form 990
$2,522,798
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$101,580
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$2,315,390
Fees for Services Other---$33,521
Fees for Services Management---$32,460
Fees for Services Accounting---$7,535
Conferences and Meetings---$7,146
Fees for Service Investment Mgmnt Fees---$6,553
Fees for Services Legal---$5,776
Other Expenses---$4,340
Insurance---$4,249
Total Functional Expenses$0$0$0$2,416,970

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,416,970
Total Expenses per Audited Statements$2,416,970
Total Expenses per Form 990$2,416,970
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
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
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The organization administrative and management duties include accounting functions, collection of contributions and payments of medical benefits to various providers are through san diego metropolitan system.”

Form 990, Part VI, Section A, Line 8B

“There are no committees with the authority to act on behalf of the trustees.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is provided to the chair and co-chair for review.”

Form 990, Part VI, Section B, Line 12C

“The policy requires disclosure by the trustee of any relationships they or their families may have with any vendor or service provider.”

Form 990, Part VI, Section C, Line 18

“The form is available at the administrator's office.”

Form 990, Part VI, Section C, Line 19

“The documents, policies and financial statements are available at the trust office upon request from the public.”

Filing and Contact Details

Filer

Filer Name
SAN DIEGO TRANSIT IBEW #465 SECURITY
EIN
23-7444436
Phone
6195574517
Address
1255 IMPERIAL AVENUE NO 1000, SAN DIEGO, CA 92101

Signing Officer

Name
Jeff Stumbo Chairman
Title
Chairman
Phone
6195574517
Signed
2020-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Stumbo
Formed
1970
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
0
Employees
0
Volunteers
5

Preparer

Firm
Eide Bailly Llp
Address
3130 CROW CANYON PL STE 300, SAN RAMON, CA 94583-1386
Preparer
Theresa Montgomery CPA
Phone
9254804000
Supplemental Narrative

Additional Explanations

FORM 990, PARTR VII, SECTION "A", COLUMN "E"

“Compensation disclosures: the organization, which is an erisa employee benefit fund, is governed by an uncompensated board of trustees and has no employees. The day to day management, administration and operation of this fund is provided by an administrator.”

Form 990, Part XII, Line 2C

“The organization does not have a separate audit committee; however, the board of trustees have the responsibility for oversight of the audit and the selection of independent auditor.”

Financial Statement Notes

PART X, LINE 2:

“The plan is exempt from income tax under section 501(c)(9) of the internal revenue code, and under section 23701(i) of the revenue and taxation code of the state of california. The plan has been amended since receiving the determination letter. Plan management and plan's tax counsel believe that the plan is currently designed and being operated in compliance with the applicable requirements of the irc.”

Raw XML Appendix358 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0852
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt09176
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IRS990/AccountsReceivableGrp/EOYAmt0204220
IRS990/ActivitiesConductedPrtshpInd00
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IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
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IRS990/BenefitsToMembersGrp/TotalAmt02315390
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IRS990/BooksInCareOfDetail/PhoneNum06195574517
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01255 IMPERIAL AVENUE NO 1000
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
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IRS990/DescribedInSection501c3Ind00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0JEFF STUMBO
IRS990/Form990PartVIISectionAGrp/PersonNm1BRENDAN SHANNON
IRS990/Form990PartVIISectionAGrp/PersonNm2ANTHONY BYRD
IRS990/Form990PartVIISectionAGrp/PersonNm3RAUL KIKO DIAZ
IRS990/Form990PartVIISectionAGrp/PersonNm4BRIAN LAMB
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01970
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndoorTanningServicesInd00
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IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01054381
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IRS990/IRPDocumentCnt03
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IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NondeductibleContributionsInd00
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IRS990/OtherExpensesGrp/Desc0PRINTING AND MAILING
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IRS990/PartialLiquidationInd00
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IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE, AND UNDER SECTION 23701(I) OF THE REVENUE AND TAXATION CODE OF THE STATE OF CALIFORNIA. THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. PLAN MANAGEMENT AND PLAN'S TAX COUNSEL BELIEVE THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION ADMINISTRATIVE AND MANAGEMENT DUTIES INCLUDE ACCOUNTING FUNCTIONS, COLLECTION OF CONTRIBUTIONS AND PAYMENTS OF MEDICAL BENEFITS TO VARIOUS PROVIDERS ARE THROUGH SAN DIEGO METROPOLITAN SYSTEM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS PROVIDED TO THE CHAIR AND CO-CHAIR FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE POLICY REQUIRES DISCLOSURE BY THE TRUSTEE OF ANY RELATIONSHIPS THEY OR THEIR FAMILIES MAY HAVE WITH ANY VENDOR OR SERVICE PROVIDER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FORM IS AVAILABLE AT THE ADMINISTRATOR'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE TRUST OFFICE UPON REQUEST FROM THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COMPENSATION DISCLOSURES: THE ORGANIZATION, WHICH IS AN ERISA EMPLOYEE BENEFIT FUND, IS GOVERNED BY AN UNCOMPENSATED BOARD OF TRUSTEES AND HAS NO EMPLOYEES. THE DAY TO DAY MANAGEMENT, ADMINISTRATION AND OPERATION OF THIS FUND IS PROVIDED BY AN ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE ORGANIZATION DOES NOT HAVE A SEPARATE AUDIT COMMITTEE; HOWEVER, THE BOARD OF TRUSTEES HAVE THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF INDEPENDENT AUDITOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PARTR VII, SECTION "A", COLUMN "E"
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0SAN DIEGO TRANSIT CORPORATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SAN DIEGO TRANSIT LOCAL 1309 SECURITY FUND HEALTH & WELFARE PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0237029952
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE HEALTH BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01255 IMPERIAL AVENUE SUITE 1000
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAN DIEGO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd092101
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01994297
IRS990/TotalAssetsEOYAmt02221317
IRS990/TotalAssetsGrp/BOYAmt01994297
IRS990/TotalAssetsGrp/EOYAmt02221317
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt02416970
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0852
IRS990/TotalLiabilitiesEOYAmt09176
IRS990/TotalLiabilitiesGrp/BOYAmt0852
IRS990/TotalLiabilitiesGrp/EOYAmt09176
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01993445
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02212141
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt02479694
IRS990/TotalReportableCompFromOrgAmt00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02479694
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02522798
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01994297
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02221317
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092101
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02022-01-07 14:23:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF STUMBO CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum06195574517
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN DIEGO TRANSIT IBEW #465 SECURITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FUND HEALTH AND WELFARE PLAN
ReturnHeader/Filer/BusinessNameControlTxt0SAND
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ReturnHeader/Filer/PhoneNum06195574517
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.110.55.147
ReturnHeader/FilingSecurityInformation/IPDt02020-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm021:34:58
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450250958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EIDE BAILLY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03130 CROW CANYON PL STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAMON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0945831386
ReturnHeader/PreparerPersonGrp/PhoneNum09254804000
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THERESA MONTGOMERY CPA
ReturnHeader/ReturnTs02020-11-15T21:41:37-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,221,317
Liabilities
$9,176
Net assets
$2,212,141
Revenue
$2,522,798
Expenses
$2,416,970
Net income
$105,828
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.77$2.52$1.75
2021Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$2.51$2.50$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$2.57$2.48$0.09
2019Detailed filing. Detailed filing data is available for this year.$2.22$0.01$2.21$2.52$2.42$0.11
2018Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$2.43$2.27$0.16
2017Detailed filing. Detailed filing data is available for this year.$1.92$0.02$1.90$2.41$2.31$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.75$0.02$1.73$2.32$2.03$0.28
2015Detailed filing. Detailed filing data is available for this year.$1.60$0.19$1.41$2.26$2.12$0.15
2014Detailed filing. Detailed filing data is available for this year.$1.67$0.34$1.33$2.08$2.24$0.16
2013Detailed filing. Detailed filing data is available for this year.$1.66$0.17$1.49$1.88$2.04$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.66$0.01$1.65$1.89