Civic Intelligence

Sheet Metal Workers Local 105

EIN 33-0490874 • 501(c)9 • San Jose, CA

View Organization Page

Profile

To provide supplemental retirement income welfare payments to retirees of the plan and their beneficiaries.

160 W Santa Clara StreetSan Jose, CA 95113

n/A

Siviq Scores

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

Liabilities / Assets

68th percentile

0.10x

Higher debt load relative to assets than 68% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

82nd percentile

0.20x

Higher debt load relative to revenue than 82% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2025

Net Margin

69th percentile

17%

Higher net margin than 69% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

501(c)9 • $10M-$25M nonprofits • Source year 2025

Asset Growth

70th percentile

13%

Faster asset growth than 70% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

70th percentile

15%

Faster revenue growth than 70% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$10,630,219

Down $342,643 (-3.1%) from 2021

Liabilities

Up

$1,155,443

Up $113,143 (+11%) from 2021

Net Assets

Down

$9,474,776

Down $455,786 (-4.6%) from 2021

Operations
Liabilities / Revenue82nd percentileNet Margin69th percentile

Revenue

Down

$5,598,227

Down $4,185 (-0.1%) from 2021

Expenses

Up

$4,954,803

Up $594,335 (+14%) from 2021

Net Income

Down

$643,424

Down $598,520 (-48%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth70th percentile

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

$15M$10M$5.0M$0Assets 2010: $3,058,014Liabilities 2010: $674,446Net Assets 2010: $2,383,5682010Assets 2011: $3,081,530Liabilities 2011: $729,420Net Assets 2011: $2,352,1102011Assets 2012: $3,067,139Liabilities 2012: $676,418Net Assets 2012: $2,390,7212012Assets 2013: $3,062,823Liabilities 2013: $695,625Net Assets 2013: $2,367,1982013Assets 2014: $2,902,147Liabilities 2014: $698,267Net Assets 2014: $2,203,8802014Assets 2016: $2,532,708Liabilities 2016: $637,365Net Assets 2016: $1,895,3432016Assets 2017: $2,709,023Liabilities 2017: $621,125Net Assets 2017: $2,087,8982017Assets 2019: $7,429,722Liabilities 2019: $886,692Net Assets 2019: $6,543,0302019Assets 2021: $10,972,862Liabilities 2021: $1,042,300Net Assets 2021: $9,930,5622021Assets 2022: $10,630,219Liabilities 2022: $1,155,443Net Assets 2022: $9,474,7762022

Highlighted filing

2022

Assets$10,630,219
Liabilities$1,155,443
Net Assets$9,474,776
Open 2022 Filing

Operations Trend

Revenue Growth70th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,448,7952010Expenses 2011: $1,459,0142011Expenses 2012: $1,443,2922012Expenses 2013: $1,484,7212013Revenue 2014: $1,433,221Expenses 2014: $1,596,539Net Income 2014: -$163,3182014Revenue 2016: $1,307,084Expenses 2016: $1,305,638Net Income 2016: $1,4462016Revenue 2017: $1,500,279Expenses 2017: $1,307,724Net Income 2017: $192,5552017Revenue 2019: $5,396,785Expenses 2019: $3,667,737Net Income 2019: $1,729,0482019Revenue 2021: $5,602,412Expenses 2021: $4,360,468Net Income 2021: $1,241,9442021Revenue 2022: $5,598,227Expenses 2022: $4,954,803Net Income 2022: $643,4242022

Highlighted filing

2022

Revenue$5,598,227
Expenses$4,954,803
Net Income$643,424
Open 2022 Filing

Filings

Most recent year

2022 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$10,630,219
Liabilities
$1,155,443
Net assets
$9,474,776
Revenue
$5,598,227
Expenses
$4,954,803
Net income
$643,424
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.6$1.16$9.47$5.60$4.95$0.64
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.0$1.04$9.93$5.60$4.36$1.24
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.43$0.89$6.54$5.40$3.67$1.73
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.71$0.62$2.09$1.50$1.31$0.19
2016Detailed filing. Detailed filing data is available for this year.$2.53$0.64$1.90$1.31$1.31$0.00
2014Detailed filing. Detailed filing data is available for this year.$2.90$0.70$2.20$1.43$1.60$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.06$0.70$2.37$1.48
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.07$0.68$2.39$1.44
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.08$0.73$2.35$1.46
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.06$0.67$2.38$1.45
Latest Detailed Filing

The latest 2022 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2016 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 8, 2017
Return Version
2015v3.0
Gross Receipts
$1,557,875
Mission and Program Overview

Mission

To provide supplemental retirement welfare payments and individual health reimbursement accounts to retirees of the plan and their beneficiaries.

To provide supplemental retirement income welfare payments to retirees of the plan and their beneficiaries.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,492,603$1,519,066▲ $26,463
Savings and Temporary Cash Investments$852,217$831,746▼ $20,471
Accounts Receivable$154,625$177,608▲ $22,983
Cash and Non-Interest-Bearing Accounts$7,114$2,880▼ $4,234
Prepaid Expenses and Deferred Charges$1,408$1,408→ $0
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$2,507,967$2,532,708▲ $24,741
Other Assets Total-$0-
Liabilities
Other Liabilities$609,328$630,778▲ $21,450
Accounts Payable and Accrued Expenses$4,742$6,587▲ $1,845
Total Liabilities$614,070$637,365▲ $23,295
Net Assets / Fund Balance
Unrestricted Net Assets$1,893,897$1,895,343▲ $1,446
Total Net Assets Fund Balance$1,893,897$1,895,343▲ $1,446
Total Liabilities and Net Assets / Fund Balance$2,507,967$2,532,708▲ $24,741
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Luther MedinaChairman
William BurrowChairman
David ShaverTrustee
Denny Cagampan IiiTrustee
GARY S'DAOTrustee
Jack LynchTrustee
Mike TardifTrustee
Samuel HurtadoTrustee
Stephen HinsonTrustee
Vernon ShafferTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,275,320
Investment Income
$119,365
Other Revenue
$-87,601
Change in Net Assets
$1,446

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,307,084
Total Revenue per Audited Statements
$1,307,084
Total Revenue per Form 990
$1,307,084
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$45,887
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---$1,259,751
Fees for Services Accounting---$10,200
Fees for Services Legal---$5,267
Fees for Service Investment Mgmnt Fees---$5,053
Other Expenses---$2,111
Total Functional Expenses$0$0$0$1,305,638

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,305,638
Expenses per Audited Statements$1,284,188
Total Expenses per Audited Statements$1,284,188
Expenses Not Reported on Financial Statements$21,450
Other Expense Adjustments$21,450
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

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

Other Reported Liabilities

LiabilityAmount
Benefit Obligations$608,108
Unclaimed Benefits Payable$22,670
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Form 990 was provided to the trustees of the plan following review by the plan's legal counsel.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The plan makes its governing documents , financial staments available to the public upon request and approval by the trustees”

Part VII Compensation of officers, directors, trustees, etc.

“To the extent they may be relevant or required with respect to this Form 990 information return and schedules, the compensation of Plan trustees employed by not-for-profit labor organizations are properly reported on these organizations annual tax filings and are available from the Administrative Office upon request.”

Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers Local 105
EIN
33-0490874
Phone
4082981170
Address
160 W SANTA CLARA STREET, SAN JOSE, CA 95113

Signing Officer

Name
William Burrow
Title
Chairman
Signed
2017-02-08
Discuss with paid preparer
Yes

Organization Details

Formed
1991
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
0
Employees
0

Preparer

Firm
David Brody & Company
Address
17785 CENTER COURT DR N STE 680, CERRITOS, CA 90703-8573
Preparer
Parbhu Jogia CPA
Phone
5624025222
Supplemental Narrative

Financial Statement Notes

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Net benefit obligations $21450”

Raw XML AppendixShowing 400 of 442 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/BOYAmt04742
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt06587
IRS990/AccountsReceivableGrp/BOYAmt0154625
IRS990/AccountsReceivableGrp/EOYAmt0177608
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE SUPPLEMENTAL RETIREMENT INCOME WELFARE PAYMENTS TO RETIREES OF THE PLAN AND THEIR BENEFICIARIES.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt01259751
IRS990/BooksInCareOfDetail/PersonNm0KAUFMANN AND GOBLE ASSOCIATES
IRS990/BooksInCareOfDetail/PhoneNum04082981170
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0160 W SANTA CLARA STREET SUITE 1550
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN JOSE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095113
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt07114
IRS990/CashNonInterestBearingGrp/EOYAmt02880
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt01259751
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0119365
IRS990/CYOtherExpensesAmt045887
IRS990/CYOtherRevenueAmt0-87601
IRS990/CYProgramServiceRevenueAmt01275320
IRS990/CYRevenuesLessExpensesAmt01446
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01305638
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01307084
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0TO PROVIDE SUPPLEMENTAL RETIREMENT INCOME WELFARE PAYMENTS TO RETIREES OF THE PLAN AND THEIR BENEFICIARIES.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt010200
IRS990/FeesForServicesLegalGrp/TotalAmt05267
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt05053
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0LUTHER MEDINA
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID SHAVER
IRS990/Form990PartVIISectionAGrp/PersonNm2STEPHEN HINSON
IRS990/Form990PartVIISectionAGrp/PersonNm3SAMUEL HURTADO
IRS990/Form990PartVIISectionAGrp/PersonNm4WILLIAM BURROW
IRS990/Form990PartVIISectionAGrp/PersonNm5VERNON SHAFFER
IRS990/Form990PartVIISectionAGrp/PersonNm6JACK LYNCH
IRS990/Form990PartVIISectionAGrp/PersonNm7DENNY CAGAMPAN III
IRS990/Form990PartVIISectionAGrp/PersonNm8MIKE TARDIF
IRS990/Form990PartVIISectionAGrp/PersonNm9GARY S'DAO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt079589
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0330380
IRS990/GrossReceiptsAmt01557875
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt039776
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt039776
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01492603
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01519066
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0250791
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE SUPPLEMENTAL RETIREMENT INCOME WELFARE PAYMENTS TO RETIREES OF THE PLAN AND THEIR BENEFICIARIES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01893897
IRS990/NetAssetsOrFundBalancesEOYAmt01895343
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt079589
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt079589
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATION
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2INSURANCE
IRS990/OtherExpensesGrp/TotalAmt020112
IRS990/OtherExpensesGrp/TotalAmt13144
IRS990/OtherExpensesGrp/TotalAmt22111
IRS990/OtherLiabilitiesGrp/BOYAmt0609328
IRS990/OtherLiabilitiesGrp/EOYAmt0630778
IRS990/OtherRevenueMiscGrp/Desc0UNREALIZED GAIN ON INVEST
IRS990/OtherRevenueMiscGrp/ExclusionAmt0-87601
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0-87601
IRS990/OtherRevenueTotalAmt0-87601
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01408
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01408
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01275320
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01275320
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt01339199
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt031114
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt047022
IRS990/PYOtherRevenueAmt0-6681
IRS990/PYProgramServiceRevenueAmt01051805
IRS990/PYRevenuesLessExpensesAmt0-309983
IRS990/PYTotalExpensesAmt01386221
IRS990/PYTotalRevenueAmt01076238
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt01446
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0852217
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0831746
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt021450
IRS990ScheduleD/ExpensesSubtotalAmt01284188
IRS990ScheduleD/OtherExpensesNotIncludedAmt021450
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0608108
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt122670
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Benefit Obligations
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Unclaimed Benefits Payable
IRS990ScheduleD/RevenueSubtotalAmt01307084
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Net benefit obligations $21450
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S
IRS990ScheduleD/TotalExpensesPerForm990Amt01305638
IRS990ScheduleD/TotalLiabilityAmt0630778
IRS990ScheduleD/TotalRevenuePerForm990Amt01307084
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01307084
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01284188
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 WAS PROVIDED TO THE TRUSTEES OF THE PLAN FOLLOWING REVIEW BY THE PLAN'S LEGAL COUNSEL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PLAN MAKES ITS GOVERNING DOCUMENTS , FINANCIAL STAMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND APPROVAL BY THE TRUSTEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2To the extent they may be relevant or required with respect to this Form 990 information return and schedules, the compensation of Plan trustees employed by not-for-profit labor organizations are properly reported on these organizations annual tax filings and are available from the Administrative Office upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part VII Compensation of officers, directors, trustees, etc.
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd3false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SHEET METAL WRKERS LOCAL 105 401a PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SHEET METAL WKRS HEALTH PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2SHEET METAL WRKRS PENSION PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3THE CONTRIBUTOR LIST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0330319259
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1956052259
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2956052257
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0401(a) PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1HEALTH PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2PENSION PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0160 W SANTA CLARA STREET SUITE 1450
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1111 N SEPULVEDA BLVD 100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2111 N SEPULVEDA BLVD 100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt3IS ON FILE AT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAN JOSE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1MANHATTAN BEACH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2MANHATTAN BEACH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3THE TRUST OFFICE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd095113
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd190266
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd290266
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd395113
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02507967
IRS990/TotalAssetsEOYAmt02532708
IRS990/TotalAssetsGrp/BOYAmt02507967
IRS990/TotalAssetsGrp/EOYAmt02532708
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01305638
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0614070
IRS990/TotalLiabilitiesEOYAmt0637365
IRS990/TotalLiabilitiesGrp/BOYAmt0614070
IRS990/TotalLiabilitiesGrp/EOYAmt0637365
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01893897
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01895343
IRS990/TotalProgramServiceRevenueAmt01275320
IRS990/TotalRevenueGrp/ExclusionAmt0-47825

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