Civic Intelligence

Team Employees Health and Welfare Trust Fund

EIN 46-6299079 • 501(c)9

View Organization Page

Profile

NONE

8530 LA Mesa Blvd Suite 20091942

n/A

Siviq Scores

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

Liabilities / Assets

78th percentile

0.13x

Higher debt load relative to assets than 78% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

Higher debt load relative to revenue than 55% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2015

Net Margin

27th percentile

-5.4%

Higher net margin than 27% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

100th percentile

$1,406,117

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 42.4% of source-year revenue.

501(c)9 • $1M-$5M nonprofits • Source year 2014

Asset Growth

15th percentile

-82%

Faster asset growth than 15% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

72nd percentile

18%

Faster revenue growth than 72% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$44,655

Down $206,341 (-82%) from 2014

Liabilities

Up

$5,589

Up $5,589 from 2014

Net Assets

Down

$39,066

Down $211,930 (-84%) from 2014

Operations
Liabilities / Revenue55th percentileNet Margin27th percentile

Revenue

Up

$3,919,350

Up $606,003 (+18%) from 2014

Expenses

Up

$4,131,280

Up $730,310 (+21%) from 2014

Net Income

Down

-$211,930

Down $124,307 (-142%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth15th percentile

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

$400K$300K$200K$100K$0Assets 2013: $338,619Liabilities 2013: $0Net Assets 2013: $338,6192013Assets 2014: $250,996Liabilities 2014: $0Net Assets 2014: $250,9962014Assets 2015: $44,655Liabilities 2015: $5,589Net Assets 2015: $39,0662015

Highlighted filing

2015

Assets$44,655
Liabilities$5,589
Net Assets$39,066
Open 2015 Filing

Operations Trend

Revenue Growth72nd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2013: $3,231,811Expenses 2013: $2,893,192Net Income 2013: $338,6192013Revenue 2014: $3,313,347Expenses 2014: $3,400,970Net Income 2014: -$87,6232014Revenue 2015: $3,919,350Expenses 2015: $4,131,280Net Income 2015: -$211,9302015

Highlighted filing

2015

Revenue$3,919,350
Expenses$4,131,280
Net Income-$211,930
Open 2015 Filing

Filings

Most recent year

2015 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$44,655
Liabilities
$5,589
Net assets
$39,066
Revenue
$3,919,350
Expenses
$4,131,280
Net income
-$211,930
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Summary only. Only limited summary data is available for this year.$0.04$0.01$0.04$3.92$4.13$0.21
2014Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$3.31$3.40$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.00$0.34$3.23$2.89$0.34
Latest Detailed Filing

The latest 2015 filing currently has summary financial data only. Showing the latest detailed filing from 2014 below.

Jump To
Filing Snapshot
Filing Period
Nov 1, 2013 to Oct 31, 2014
Signed
May 26, 2015
Return Version
2013v4.0
Gross Receipts
$3,313,347
Mission and Program Overview

Mission

NONE

The purpose of the plan is to provide welfare benefits to eligible employees of risk management strategies, inc. And their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$338,619$250,996▼ $87,623
Cash and Non-Interest-Bearing Accounts$13,981$76,427▲ $62,446
Savings and Temporary Cash Investments$4,133--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$338,619$250,996▼ $87,623
Other Assets Total$320,505$174,569▼ $145,936
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$338,619$250,996▼ $87,623
Total Liabilities and Net Assets / Fund Balance$338,619$250,996▼ $87,623

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$174,569--
Compensation and Service Providers
Top Officer Pay100th percentile

Board Members and Trustees

NameTitle
Art CandlandTrustee
Terence KeatingTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
HealthcompAdministration-$229,314
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,313,347
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-87,623

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,313,347
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,313,347
Total Revenue per Form 990
$3,313,347
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$844,602
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$2,556,368--$2,556,368
Insurance-$550,648-$550,648
Other Expenses-$293,954-$293,954
Total Functional Expenses$2,556,368$844,602$0$3,400,970

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,400,970
Total Expenses per Audited Statements$3,400,970
Total Expenses per Form 990$3,400,970
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Art CandlandOWNS 47.5% OF RISK MANAGEMENT STRATEGIES, INC.-No-
Art CandlandOWNS 50.0% OF RISK RETENTION RESOURCES, LLC-No-
Art CandlandOWNS 40.0% OF CHARTER MANAGEMENT SERVICES, INC.-No-
Terence KeatingOWNS 47.5% OF RISK MANAGEMENT STRATEGIES, INC.-No-
Terence KeatingOWNS 50.0% OF RISK RETENTION RESOURCES, LLC-No-
Terence KeatingOWNS 40.0% OF CHARTER MANAGEMENT SERVICES, INC.-No-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
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, Section A, Line 2

“See schedule l, part iv and v.”

Form 990, Part VI, Section B, Line 11

“A copy of form 990 was provided to the organization's governing body before it was filed.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

EIN
46-6299079
Phone
8777678728

Signing Officer

Name
Art Candland
Title
CFO
Phone
8777678728
Signed
2015-05-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Art Candland
Formed
2012
Legal Domicile
CA
Voting Board Members
2
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Preparer
Dan Lavis
Phone
6192381077
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“There was no change to the oversight or selection process during the tax year.”

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 an uncertain position that is not more likely than not to be sustained upon examination by the relevant taxing authority. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of october 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 taxing authorities; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix382 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/ActivityOrMissionDesc0THE PURPOSE OF THE PLAN IS TO PROVIDE WELFARE BENEFITS TO ELIGIBLE EMPLOYEES OF RISK MANAGEMENT STRATEGIES, INC. AND THEIR DEPENDENTS.
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/ProgramServicesAmt02556368
IRS990/BenefitsToMembersGrp/TotalAmt02556368
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10RISK MANAGEMENT STRATEGIES INC CORPORATE OFFICE
IRS990/BooksInCareOfDetail/PhoneNum06194466643
IRS990/BooksInCareOfDetail/USAddress/AddressLine108530 LA MESA BLVD SUITE 200
IRS990/BooksInCareOfDetail/USAddress/City0LA MESA
IRS990/BooksInCareOfDetail/USAddress/State0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCode091942
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd01
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt013981
IRS990/CashNonInterestBearingGrp/EOYAmt076427
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0229314
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine10621 SANTA FE AVENUE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City0FRESNO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode093721
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine10HEALTHCOMP
IRS990/ContractorCompensationGrp/ServicesDesc0ADMINISTRATION
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt02556368
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0844602
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt03313347
IRS990/CYRevenuesLessExpensesAmt0-87623
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt03400970
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03313347
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0MEDICAL CLAIMS AND INSURANCE PREMIUMS PAID.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt02556368
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.10
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0ART CANDLAND
IRS990/Form990PartVIISectionAGrp/PersonNm1TERENCE KEATING
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt01406117
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11406117
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02012
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03313347
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0550648
IRS990/InsuranceGrp/TotalAmt0550648
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0NONE
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0338619
IRS990/NetAssetsOrFundBalancesEOYAmt0250996
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0320505
IRS990/OtherAssetsTotalGrp/EOYAmt0174569
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATOR FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0293954
IRS990/OtherExpensesGrp/TotalAmt0293954
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ART CANDLAND
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0524292
IRS990/ProgramServiceRevenueGrp/BusinessCd1524292
IRS990/ProgramServiceRevenueGrp/Desc0CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1CANCELS AND REFUNDS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03286970
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt126377
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03286970
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt126377
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt02481015
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01046
IRS990/PYOtherExpensesAmt0412177
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt03230765
IRS990/PYRevenuesLessExpensesAmt0338619
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02893192
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03231811
IRS990/ReconcilationRevenueExpnssAmt0-87623
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0338619
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0250996
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04133
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03400970
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0174569
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0REIMBURSEMENTS RECEIVABLE
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03313347
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 AN UNCERTAIN POSITION THAT IS NOT MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE RELEVANT TAXING AUTHORITY. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF OCTOBER 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 TAXING AUTHORITIES; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalBookValueOtherAssetsAmt0174569
IRS990ScheduleD/TotalExpensesPerForm990Amt03400970
IRS990ScheduleD/TotalRevenuePerForm990Amt03313347
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03313347
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03400970
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ART CANDLAND
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1TERENCE KEATING
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt11406117
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0ART CANDLAND
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1TERENCE KEATING
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm2ART CANDLAND
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm3TERENCE KEATING
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm4ART CANDLAND
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm5TERENCE KEATING
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0OWNS 47.5% OF RISK MANAGEMENT STRATEGIES, INC.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1OWNS 47.5% OF RISK MANAGEMENT STRATEGIES, INC.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt2OWNS 50.0% OF RISK RETENTION RESOURCES, LLC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt3OWNS 50.0% OF RISK RETENTION RESOURCES, LLC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt4OWNS 40.0% OF CHARTER MANAGEMENT SERVICES, INC.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt5OWNS 40.0% OF CHARTER MANAGEMENT SERVICES, INC.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd10
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd20
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd30
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd40
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd50
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SEE SCHEDULE L, PART IV AND V.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF FORM 990 WAS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY BEFORE IT WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THERE WAS NO CHANGE TO THE OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0680535627
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1900168978
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0S
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt1C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0RISK MANAGEMENT SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1MANAGEMENT SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine10RISK MANAGEMENT STRATEGIES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine11CHARTER MANAGEMENT SERVICES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine108530 LA MESA BLVD SUITE 200
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine118530 LA MESA BLVD SUITE 200
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/City0LA MESA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/City1LA MESA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/State0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/State1CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCode091942
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCode191942
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0261165591
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0NV
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0RISK MANAGEMENT SERVICES
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine10RISK RETENTION RESOURCES LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine102724 OTTER CREEK COURT SUITE 101
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/City0LAS VEGAS
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/State0NV
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCode089117
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt02394405
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10RISK MANAGEMENT STRATEGIES INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0S
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0338619
IRS990/TotalAssetsEOYAmt0250996
IRS990/TotalAssetsGrp/BOYAmt0338619
IRS990/TotalAssetsGrp/EOYAmt0250996
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0844602
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02556368
IRS990/TotalFunctionalExpensesGrp/TotalAmt03400970
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0338619
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0250996
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02556368
IRS990/TotalProgramServiceRevenueAmt03313347
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03313347
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03313347
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0338619
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0250996
IRS990/TotReportableCompRltdOrgAmt02812234
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine108530 LA MESA BLVD SUITE 200
IRS990/USAddress/City0LA MESA
IRS990/USAddress/State0CA
IRS990/USAddress/ZIPCode091942
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ART CANDLAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum08777678728
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-26
ReturnHeader/Filer/BusinessName/BusinessNameLine10TEAM EMPLOYEES HEALTH AND WELFARE TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0TEAM
ReturnHeader/Filer/EIN0466299079
ReturnHeader/Filer/PhoneNum08777678728
ReturnHeader/Filer/USAddress/AddressLine108530 LA MESA BLVD SUITE 200
ReturnHeader/Filer/USAddress/City0LA MESA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode091942
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953159181
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10LEVITZACKS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10701 B STREET SUITE 1300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode092101
ReturnHeader/PreparerPersonGrp/PhoneNum06192381077
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAN LAVIS
ReturnHeader/ReturnTs02015-06-05T15:58:10-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-11-01
ReturnHeader/TaxPeriodEndDt02014-10-31
ReturnHeader/TaxYr02013

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