Civic Intelligence

Glaziers Arch Metal & Glass Workers Res Flr & Decor Workers Lu 1399 H&W Trust

990 • Fiscal year 2016 • EIN 33-0432608

Sep 01, 2015 to Aug 31, 2016 • Filed on Mar 20, 2017

Organization ProfileN/A

View Organization Page

4399 Santa Anita Ave Ste 150El Monte, CA 91731

(619) 358-8145

Siviq Scores

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

Liabilities / Assets

70th percentile

0.14x

Higher debt load relative to assets than 70% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

87th percentile

0.30x

Higher debt load relative to revenue than 87% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Net Margin

76th percentile

17%

Higher net margin than 76% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Asset Growth

73rd percentile

12%

Faster asset growth than 73% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

82nd percentile

20%

Faster revenue growth than 82% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$9,154,879

Up $1,010,086 (+12%) from 2015

Net Assets

Up

$7,900,515

Up $918,261 (+13%) from 2015

Liabilities

Up

$1,254,364

Up $91,825 (+7.9%) from 2015

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin76th percentile

Revenue

Up

$4,170,830

Up $706,081 (+20%) from 2015

Expenses

Up

$3,446,887

Up $601,628 (+21%) from 2015

Net Income

Up

$723,943

Up $104,453 (+17%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$15M$10M$5.0M$0Assets 2015: $8,144,793Liabilities 2015: $1,162,539Net Assets 2015: $6,982,2542015Assets 2016: $9,154,879Liabilities 2016: $1,254,364Net Assets 2016: $7,900,5152016Assets 2019: $12,124,387Liabilities 2019: $1,600,076Net Assets 2019: $10,524,3112019Assets 2020: $12,372,592Liabilities 2020: $1,704,614Net Assets 2020: $10,667,9782020Assets 2021: $12,022,551Liabilities 2021: $1,371,102Net Assets 2021: $10,651,4492021Assets 2022: $10,717,715Liabilities 2022: $1,718,738Net Assets 2022: $8,998,9772022Assets 2023: $10,133,741Liabilities 2023: $1,919,811Net Assets 2023: $8,213,9302023Assets 2024: $11,102,782Liabilities 2024: $3,045,599Net Assets 2024: $8,057,1832024

Highlighted filing

2016

Assets$9,154,879
Liabilities$1,254,364
Net Assets$7,900,515
Open 2016 Filing

Operations Trend

Revenue Growth82nd percentile

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

$10M$5.0M$0-$5.0MRevenue 2015: $3,464,749Expenses 2015: $2,845,259Net Income 2015: $619,4902015Revenue 2016: $4,170,830Expenses 2016: $3,446,887Net Income 2016: $723,9432016Revenue 2019: $5,199,239Expenses 2019: $4,665,918Net Income 2019: $533,3212019Revenue 2020: $4,642,077Expenses 2020: $4,787,160Net Income 2020: -$145,0832020Revenue 2021: $5,262,157Expenses 2021: $4,845,499Net Income 2021: $416,6582021Revenue 2022: $4,902,707Expenses 2022: $5,452,218Net Income 2022: -$549,5112022Revenue 2023: $5,028,845Expenses 2023: $5,899,724Net Income 2023: -$870,8792023Revenue 2024: $6,332,298Expenses 2024: $7,196,410Net Income 2024: -$864,1122024

Highlighted filing

2016

Revenue$4,170,830
Expenses$3,446,887
Net Income$723,943
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Mar 20, 2017
Return Version
2015v3.0
Gross Receipts
$4,880,830
Mission and Program Overview

Mission

see schedule o

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$6,982,254$7,900,515▲ $918,261
Investments in Publicly Traded Securities$6,289,594$7,443,009▲ $1,153,415
Cash and Non-Interest-Bearing Accounts$988,626$821,759▼ $166,867
Savings and Temporary Cash Investments$514,226$515,883▲ $1,657
Accounts Receivable$347,710$370,612▲ $22,902
Prepaid Expenses and Deferred Charges$4,637$3,616▼ $1,021
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
Land, Buildings, and Equipment, Net$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$8,144,793$9,154,879▲ $1,010,086
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$944,892$1,022,207▲ $77,315
Accounts Payable and Accrued Expenses$217,647$232,157▲ $14,510
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$1,162,539$1,254,364▲ $91,825
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,982,254$7,900,515▲ $918,261
Total Liabilities and Net Assets / Fund Balance$8,144,793$9,154,879▲ $1,010,086
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Jeff WischmeyerEmployer Trustee
Steve LandrethEmployer Trustee
Steven PettitEmployer Trustee
Ana HansonUnion Trustee
Mark BartlettUnion Trustee
Patrick DavidsonUnion Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,919,946
Investment Income
$250,884
Other Revenue
$0
Change in Net Assets
$723,943

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,170,830
Revenue Not Reported on Form 990
$194,318
Total Revenue per Audited Statements
$4,365,148
Total Revenue per Form 990
$4,170,830
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$153,377
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---$3,293,510
Fees for Services Accounting---$26,100
Fees for Services Other---$25,151
Fees for Services Legal---$17,843
Office Expenses---$15,917
Fees for Service Investment Mgmnt Fees---$8,760
Insurance---$7,062
Conferences and Meetings---$960
Other Expenses---$645
Total Functional Expenses$0$0$0$3,446,887

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,446,887
Total Expenses per Audited Statements$3,446,887
Total Expenses per Form 990$3,446,887
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

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$1,022,207
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Glaziers Arch Metal & Glass Workers
EIN
33-0432608
In Care Of
% ROCIO MORENO
Phone
6193588145
Address
4399 SANTA ANITA AVE STE 150, EL MONTE, CA 91731

Signing Officer

Name
Mark Bartlett
Title
trustee
Phone
6193588145
Signed
2017-03-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Wischmeyer
Formed
1990
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
4123 LANKERSHIM BLVD, NORTH HOLLYWOOD, CA 91602-2828
Preparer
Edmond Avaness CPA
Phone
8187692010
Supplemental Narrative

Additional Explanations

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

“The glaziers, architectural metal and glass workers resilient floor & decorative workers local union 1399 health & welfare trust is a multiemployer welfare benefit plan providing medical (including vision and prescription drugs through an hmo), dental, disability, severance pay, vacation and life insurance benefits to eligible participants and their dependents. Part vi, line 11b: form 990 is distributed to all trustees of the plan. Part vi, line 12c: trustees are required to notify the plan of any changes in their interests that could give rise to conflicts. Part vi, line 15: members of the governing body do not receive compensation. Part vi, line 19: plan documents and any other governing documents and financial statements are maintained at the plan's office and are available upon request.”

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.”

Raw XML Appendix391 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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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/RevenueNotReportedAmt0194318
IRS990ScheduleD/RevenueSubtotalAmt04170830
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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0part x, line 2:
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IRS990ScheduleD/TotalLiabilityAmt01022207
IRS990ScheduleD/TotalRevenuePerForm990Amt04170830
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IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03446887
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE GLAZIERS, ARCHITECTURAL METAL AND GLASS WORKERS RESILIENT FLOOR & DECORATIVE WORKERS LOCAL UNION 1399 HEALTH & WELFARE TRUST IS A MULTIEMPLOYER WELFARE BENEFIT PLAN PROVIDING MEDICAL (INCLUDING VISION AND PRESCRIPTION DRUGS THROUGH AN HMO), DENTAL, DISABILITY, SEVERANCE PAY, VACATION AND LIFE INSURANCE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. PART VI, LINE 11B: FORM 990 IS DISTRIBUTED TO ALL TRUSTEES OF THE PLAN. PART VI, LINE 12C: TRUSTEES ARE REQUIRED TO NOTIFY THE PLAN OF ANY CHANGES IN THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS. PART VI, LINE 15: MEMBERS OF THE GOVERNING BODY DO NOT RECEIVE COMPENSATION. PART VI, LINE 19: PLAN DOCUMENTS AND ANY OTHER GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MAINTAINED AT THE PLAN'S OFFICE AND ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 1 AND PART III, LINES 1 AND 4A:
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IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0A & S FLOORING APEX PACIFIC INC ARCHITECTURAL GLASS & ALUM. BENSON INDUSTRIES CENTER GLASS CO NO. CENTEX GLAZING INC CML RW SECURITY LLC COAST WATERPROOFING CONTINENTAL FLOORING INC DISCOUNT GLASS & MIRROR INC DIVERSIFIED WINDOW COVERINGS INC ENCLOS CORP FINE DESIGN FLOOR COVERING FLOOR SEAL TECHNOLOGY JJJ FLOOR COVERING JW FLOOR COVERING LANCE'S CARPET CO INC LENGENDARY GRP INC DBA LENGENDARY LONG GLAZING & DOOR M.S. ROUSE CO, THE MESA DBA SUNSET GLAZING MIURA BUILDING ENCLOSURES OMNI GLASS INC PACIFIC COAST CONTRACTING SERVICES STANTON PACIFIC COAST GLAZING PACIFIC COAST GLAZING PERFECTION GLASS PHOENIX FLOORS PRO INSTALLATIONS**DBA PROGRESSIVE CARPET & DESIGN QOL DBA CUSTOM ENGINEERING OPENING CHULA VISTA REGAL INDUSTRIES SHERRIN GLASS & METAL INC SHEWARD SON & SONS SUN PACIFIC GLAZING INC SUNBELT FLOORING INC THE GLASS CO. DBA C & C GLASS TOWER GLASS CO TRI CITY GLASS OF SAN DIEGO VALLEY FLOOR COVERING INC VISION SYSTEMS WOOD'S VILLAGE CARPETS INC
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCH R, PARTS II, III, AND IV - LIST OF CONTRIBUTING EMPLOYERS:
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IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt08260 COMMERCIAL ST
IRS990/USAddress/CityNm0LA MESA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091942
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK BARTLETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06193588145
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GLAZIERS ARCH METAL & GLASS WORKERS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0RES FLR & DECOR WORKERS LU 1399 H&W TRUST
ReturnHeader/Filer/BusinessNameControlTxt0GLAZ
ReturnHeader/Filer/EIN0330432608
ReturnHeader/Filer/InCareOfNm0% ROCIO MORENO
ReturnHeader/Filer/PhoneNum06193588145
ReturnHeader/Filer/USAddress/AddressLine1Txt04399 SANTA ANITA AVE STE 150
ReturnHeader/Filer/USAddress/CityNm0EL MONTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091731
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILLER KAPLAN ARASE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04123 LANKERSHIM BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTH HOLLYWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0916022828
ReturnHeader/PreparerPersonGrp/PhoneNum08187692010
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Edmond Avaness CPA
ReturnHeader/ReturnTs02017-03-20T13:58:44-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-09-01
ReturnHeader/TaxPeriodEndDt02016-08-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,154,879
Liabilities
$1,254,364
Net assets
$7,900,515
Revenue
$4,170,830
Expenses
$3,446,887
Net income
$723,943
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.1$3.05$8.06$6.33$7.20$0.86
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.1$1.92$8.21$5.03$5.90$0.87
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.7$1.72$9.00$4.90$5.45$0.55
2021Detailed filing. Detailed filing data is available for this year.$12.0$1.37$10.7$5.26$4.85$0.42
2020Detailed filing. Detailed filing data is available for this year.$12.4$1.70$10.7$4.64$4.79$0.15
2019Detailed filing. Detailed filing data is available for this year.$12.1$1.60$10.5$5.20$4.67$0.53
2016Detailed filing. Detailed filing data is available for this year.$9.15$1.25$7.90$4.17$3.45$0.72
2015Detailed filing. Detailed filing data is available for this year.$8.14$1.16$6.98$3.46$2.85$0.62