Civic Intelligence

Machinists Retiree Investment Trust

990 • Fiscal year 2014 • EIN 41-2061777

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 15, 2015

Organization ProfileN/A

View Organization Page

1640 South Loop RoadAlameda, CA 94502

(510) 337-3050

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Net Margin

97th percentile

91%

Higher net margin than 97% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

53rd percentile

$1

Higher top officer pay than 53% of similar nonprofits.

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

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Asset Growth

80th percentile

19%

Faster asset growth than 80% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

81st percentile

19%

Faster revenue growth than 81% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$8,182,827

Up $1,305,109 (+19%) from 2013

Net Assets

Up

$8,182,827

Up $1,305,109 (+19%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin97th percentile

Revenue

Up

$1,400,193

Up $227,366 (+19%) from 2013

Expenses

Up

$122,132

Up $333 (+0.3%) from 2013

Net Income

Up

$1,278,061

Up $227,033 (+22%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$30M$20M$10M$0Assets 2010: $3,977,242Liabilities 2010: $0Net Assets 2010: $3,977,2422010Assets 2011: $4,856,387Liabilities 2011: $0Net Assets 2011: $4,856,3872011Assets 2012: $5,935,513Liabilities 2012: $0Net Assets 2012: $5,935,5132012Assets 2013: $6,877,718Liabilities 2013: $0Net Assets 2013: $6,877,7182013Assets 2014: $8,182,827Liabilities 2014: $0Net Assets 2014: $8,182,8272014Assets 2015: $9,352,861Liabilities 2015: $151,658Net Assets 2015: $9,201,2032015Assets 2016: $10,416,340Liabilities 2016: $0Net Assets 2016: $10,416,3402016Assets 2017: $12,326,931Liabilities 2017: $0Net Assets 2017: $12,326,9312017Assets 2018: $12,996,171Liabilities 2018: $0Net Assets 2018: $12,996,1712018Assets 2019: $15,475,810Liabilities 2019: $0Net Assets 2019: $15,475,8102019Assets 2020: $18,410,116Liabilities 2020: $0Net Assets 2020: $18,410,1162020Assets 2021: $20,817,594Liabilities 2021: $0Net Assets 2021: $20,817,5942021Assets 2022: $19,483,042Liabilities 2022: $206Net Assets 2022: $19,482,8362022Assets 2023: $22,982,277Liabilities 2023: $206Net Assets 2023: $22,982,0712023Assets 2024: $25,850,984Liabilities 2024: $3,174Net Assets 2024: $25,847,8102024

Highlighted filing

2014

Assets$8,182,827
Liabilities$0
Net Assets$8,182,827
Open 2014 Filing

Operations Trend

Revenue Growth81st percentile

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

$3.0M$2.0M$1.0M$0Expenses 2010: $67,0982010Expenses 2011: $116,1262011Revenue 2012: $1,075,828Expenses 2012: $94,827Net Income 2012: $981,0012012Revenue 2013: $1,172,827Expenses 2013: $121,799Net Income 2013: $1,051,0282013Revenue 2014: $1,400,193Expenses 2014: $122,132Net Income 2014: $1,278,0612014Revenue 2015: $1,245,732Expenses 2015: $143,429Net Income 2015: $1,102,3032015Revenue 2016: $1,025,462Expenses 2016: $126,705Net Income 2016: $898,7572016Revenue 2017: $1,224,833Expenses 2017: $207,123Net Income 2017: $1,017,7102017Revenue 2018: $1,520,761Expenses 2018: $229,003Net Income 2018: $1,291,7582018Revenue 2019: $1,295,937Expenses 2019: $179,177Net Income 2019: $1,116,7602019Revenue 2020: $2,016,302Expenses 2020: $193,855Net Income 2020: $1,822,4472020Revenue 2021: $2,047,585Expenses 2021: $280,457Net Income 2021: $1,767,1282021Revenue 2022: $1,231,537Expenses 2022: $246,600Net Income 2022: $984,9372022Revenue 2023: $1,131,343Expenses 2023: $285,535Net Income 2023: $845,8082023Revenue 2024: $2,539,779Expenses 2024: $518,094Net Income 2024: $2,021,6852024

Highlighted filing

2014

Revenue$1,400,193
Expenses$122,132
Net Income$1,278,061
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 15, 2015
Return Version
2014v5.0
Gross Receipts
$1,400,193
Mission and Program Overview

Mission

To use and invest the contributions received by the trust for the exclusive purpose of providing benefits to participants and their beneficiaries.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$6,877,718$8,182,827▲ $1,305,109
Savings and Temporary Cash Investments$75,138$5,758,257▲ $5,683,119
Investments in Publicly Traded Securities$6,800,835$2,419,271▼ $4,381,564
Cash and Non-Interest-Bearing Accounts$1,745$5,299▲ $3,554
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$6,877,718$8,182,827▲ $1,305,109
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,877,718$8,182,827▲ $1,305,109
Total Liabilities and Net Assets / Fund Balance$6,877,718$8,182,827▲ $1,305,109
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleOtherTotal
See Schedule O for CompensationPaid by Related Organizations$1$1

Board Members and Trustees

NameTitle
Don CrosattoTrustee
Jim BenoTrustee
Jim WellsTrustee
John DibernardoTrustee
Jon RosselleTrustee - Past
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,316,736
Investment Income
$83,457
Other Revenue
$0
Change in Net Assets
$1,278,061

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,400,193
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$27,048
Total Revenue per Audited Statements
$1,427,241
Total Revenue per Form 990
$1,400,193
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$32,583
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---$89,549
Fees for Services Accounting---$9,739
Insurance---$5,954
Fees for Services Management---$5,500
Office Expenses---$4,373
Fees for Services Legal---$4,205
Other Expenses---$1,812
Fees for Services Other---$1,000
Total Functional Expenses$0$0$0$122,132

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$122,132
Total Expenses per Audited Statements$122,132
Total Expenses per Form 990$122,132
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 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 has contracted with associated third party administrators to provide administrative services for the organization.”

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

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

Form 990, Part VI, Section B, Line 11

“Form 990 is provided to all members of the governing body and they review the return prior to being filed with the irs.”

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

“Each trustee, officer and management employee with delegated powers who can influence the actions of machinists' retiree investment trust is covered under the conflict-of-interest policy. If a conflicting interest exists, the person with the conflict is excluded from the discussion and approval of such transaction.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict-of-interest policy and financial statements available to the public upon request.”

FORM 990, PART VII, SECTION A, LINE 1A:

“Trustees are not compensated by the trust. Compensation paid to trustees employed by other related organizations is reported on the form 990 filed with the internal revenue service by the related tax-exempt organization. If you would like additional information, please contact the third party administrator, associated third party administrators.”

Filing and Contact Details

Filer

Filer Name
Machinists Retiree Investment Trust
EIN
41-2061777
Phone
5103373050
Address
1640 SOUTH LOOP ROAD, ALAMEDA, CA 94502

Signing Officer

Name
James H Beno
Title
Trustee
Phone
5103373050
Signed
2015-10-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James H Beno
Formed
2003
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Lindquist Llp
Address
5000 EXECUTIVE PARKWAY SUITE 400, SAN RAMON, CA 94583
Preparer
Joseph M Thiermann
Phone
9252779100
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 1:

“The organization uses the modified cash basis of accounting. This method of accounting has not changed.”

FORM 990, PART XII, LINE 2C:

“The board of trustees assumes responsibility for oversight of its financial statements and selection of an independent accountant. This process has not changed.”

Financial Statement Notes

PART X, LINE 2:

“The plan's administrator has analyzed the tax positions taken by the plan and has concluded that, as of december 31, 2014, there are no uncertain positions taken, or expected to be taken, that would require recognition of a liability or disclosure in the financial statements. The plan is subject to routine audits by the taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan's administrator believes it is no longer subject to income tax examinations for the fiscal years prior to 2011.”

Raw XML Appendix343 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/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO USE AND INVEST THE CONTRIBUTIONS RECEIVED BY THE TRUST FOR THE EXCLUSIVE PURPOSE OF PROVIDING BENEFITS TO PARTICIPANTS AND THEIR BENEFICIARIES.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt089549
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ASSOC THIRD PARTY ADMINISTRATORS
IRS990/BooksInCareOfDetail/PhoneNum05103373050
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01640 SOUTH LOOP ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0ALAMEDA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0945027089
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IRS990/CashNonInterestBearingGrp/BOYAmt01745
IRS990/CashNonInterestBearingGrp/EOYAmt05299
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
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IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt089549
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IRS990/CYTotalProfFndrsngExpnsAmt00
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IRS990/Desc0PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
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IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
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IRS990/FeesForServicesManagementGrp/TotalAmt05500
IRS990/FeesForServicesOtherGrp/TotalAmt01000
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0JIM BENO
IRS990/Form990PartVIISectionAGrp/PersonNm1DON CROSATTO
IRS990/Form990PartVIISectionAGrp/PersonNm2JON ROSSELLE
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN DIBERNARDO
IRS990/Form990PartVIISectionAGrp/PersonNm4JIM WELLS
IRS990/Form990PartVIISectionAGrp/PersonNm5SEE SCHEDULE O FOR COMPENSATION
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/ReportableCompFromRltdOrgAmt51
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5PAID BY RELATED ORGANIZATIONS
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01400193
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt05954
IRS990/InvestmentIncomeGrp/ExclusionAmt083457
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt083457
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06800835
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02419271
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
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IRS990/MissionDesc0TO USE AND INVEST THE CONTRIBUTIONS RECEIVED BY THE TRUST FOR THE EXCLUSIVE PURPOSE OF PROVIDING BENEFITS TO PARTICIPANTS AND THEIR BENEFICIARIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06877718
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt027048
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt04373
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
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IRS990/OtherExpensesGrp/Desc0PCORI AND OTHER FEES
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IRS990/PartialLiquidationInd00
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IRS990/PoliticalCampaignActyInd00
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IRS990ScheduleD/RevenueNotReportedAmt027048
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01400193
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2014, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN'S ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2011.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0122132
IRS990ScheduleD/TotalRevenuePerForm990Amt01400193
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01427241
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0122132
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS CONTRACTED WITH ASSOCIATED THIRD PARTY ADMINISTRATORS TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY AND THEY REVIEW THE RETURN PRIOR TO BEING FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EACH TRUSTEE, OFFICER AND MANAGEMENT EMPLOYEE WITH DELEGATED POWERS WHO CAN INFLUENCE THE ACTIONS OF MACHINISTS' RETIREE INVESTMENT TRUST IS COVERED UNDER THE CONFLICT-OF-INTEREST POLICY. IF A CONFLICTING INTEREST EXISTS, THE PERSON WITH THE CONFLICT IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION USES THE MODIFIED CASH BASIS OF ACCOUNTING. THIS METHOD OF ACCOUNTING HAS NOT CHANGED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON THE FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE THIRD PARTY ADMINISTRATOR, ASSOCIATED THIRD PARTY ADMINISTRATORS.
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 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 1:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VII, SECTION A, LINE 1A:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0DISTRICT LODGE 190
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1EAST BAY AUTOMOTIVE MACHINISTS LOCAL LODGE 1546
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0942222981
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1940445365
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LABOR ORGANIZATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1LABOR ORGANIZATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt08201 CAPWELL DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt110260 MACARTHUR BLVD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0OAKLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1OAKLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094621
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd1946055143
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF DECEMBER 31, 2014, THERE ARE APPROXIMATELY 24 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS, INCLUDING NAMES, ADDRESSES AND OTHER CONTACT INFORMATION. THE FEDERAL TAX CLASSIFICATION (DISREGARDED ENTITY, TAX EXEMPT ORGANIZATION, PARTNERSHIP, TAXABLE CORPORATION, OR TRUST) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND IT COULD NOT BE REASONABLY OBTAINED. AS A RESULT, THE NAMES OF THE CONTRIBUTING EMPLOYERS ARE LISTED ON PART VII BELOW AND NOT ON PARTS II THROUGH IV BY FEDERAL TAX CLASSIFICATION. ALAMEDA COUNTY INDUSTRIES REPUBLIC SERVICES CALIFORNIA WASTE SOLUTIONS CENTRAL CONCRETE SUPPLY CO, INC. I A OF M LODGE 190 DRILL TECH DRILLING & SHORING, INC. EAST BAY SANITARY COMPANY, INC. MIKE FULLER MOTOR SPORTS GRANITE ROCK CO #17072 LIVERMORE SANITATION, INC. LOOMIS MARINE TERMINALS CORP PBA MAINTENANCE PLEASANTON TRUCK & EQUIPMENT REPAIR R-MECHANIC SERVICE CENTER CEMEX SAFEWAY STORES, INC. RYDER TRUCK RENTAL INC. ST FRANCIS ELECTRIC SSA TERMINALS SVENHARDS SWEDISH BAKERY, INC. UNITED PARCEL SERVICE WASTE MANAGEMENT OF ALAMEDA COUNTY WEST COUNTY RESOURCE RECOVERY INC.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS:
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06877718
IRS990/TotalAssetsEOYAmt08182827
IRS990/TotalAssetsGrp/BOYAmt06877718
IRS990/TotalAssetsGrp/EOYAmt08182827
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0122132
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06877718
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08182827
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt01316736
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt083457
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01316736
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01400193
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06877718
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08182827
IRS990/TotReportableCompRltdOrgAmt01
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01640 SOUTH LOOP ROAD
IRS990/USAddress/CityNm0ALAMEDA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094502
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES H BENO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05103373050
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MACHINISTS RETIREE INVESTMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MACH
ReturnHeader/Filer/EIN0412061777
ReturnHeader/Filer/PhoneNum05103373050
ReturnHeader/Filer/USAddress/AddressLine1Txt01640 SOUTH LOOP ROAD
ReturnHeader/Filer/USAddress/CityNm0ALAMEDA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094502
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0522385296
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LINDQUIST LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05000 EXECUTIVE PARKWAY SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAMON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094583
ReturnHeader/PreparerPersonGrp/PhoneNum09252779100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH M THIERMANN
ReturnHeader/ReturnTs02015-10-15T12:35:26-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,182,827
Liabilities
$0
Net assets
$8,182,827
Revenue
$1,400,193
Expenses
$122,132
Net income
$1,278,061
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.9$0.00$25.8$2.54$0.52$2.02
2023Summary only. Only limited summary data is available for this year.$23.0$0.00$23.0$1.13$0.29$0.85
2022Summary only. Only limited summary data is available for this year.$19.5$0.00$19.5$1.23$0.25$0.98
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.8$0.00$20.8$2.05$0.28$1.77
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.4$0.00$18.4$2.02$0.19$1.82
2019Summary only. Only limited summary data is available for this year.$15.5$0.00$15.5$1.30$0.18$1.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.0$0.00$13.0$1.52$0.23$1.29
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.3$0.00$12.3$1.22$0.21$1.02
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.4$0.00$10.4$1.03$0.13$0.90
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.35$0.15$9.20$1.25$0.14$1.10
2014Detailed filing. Detailed filing data is available for this year.$8.18$0.00$8.18$1.40$0.12$1.28
2013Summary only. Only limited summary data is available for this year.$6.88$0.00$6.88$1.17$0.12$1.05
2012Summary only. Only limited summary data is available for this year.$5.94$0.00$5.94$1.08$0.09$0.98
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.86$0.00$4.86$0.12
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.98$0.00$3.98$0.07
Peer Organizations

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