Civic Intelligence

Multi-Union Security Trust Fund

990 • Fiscal year 2023 • EIN 93-1146155

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 01, 2024

Organization ProfileN/A

View Organization Page

1000 N Central Ave Ste 400Glendale, CA 91202

(818) 243-0222

Siviq Scores

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

Liabilities / Assets

47th percentile

0.01x

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

2023 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

39th percentile

0.01x

Higher debt load relative to revenue than 39% of similar nonprofits.

2023 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2023

Net Margin

40th percentile

0.1%

Higher net margin than 40% of similar nonprofits.

2023 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2023 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2023

Asset Growth

41st percentile

3.3%

Faster asset growth than 41% of similar nonprofits.

2023 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

68th percentile

12%

Faster revenue growth than 68% of similar nonprofits.

2023 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$14,644,222

Up $461,092 (+3.3%) from 2022

Net Assets

Up

$14,431,072

Up $613,904 (+4.4%) from 2022

Liabilities

Down

$213,150

Down $152,812 (-42%) from 2022

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin40th percentile

Revenue

Up

$18,888,648

Up $2,003,345 (+12%) from 2022

Expenses

Up

$18,870,897

Up $2,325,654 (+14%) from 2022

Net Income

Down

$17,751

Down $322,309 (-95%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$15M$10M$5.0M$0Assets 2011: $11,875,876Liabilities 2011: $1,099,037Net Assets 2011: $10,776,8392011Assets 2012: $12,798,664Liabilities 2012: $807,695Net Assets 2012: $11,990,9692012Assets 2013: $14,512,458Liabilities 2013: $996,135Net Assets 2013: $13,516,3232013Assets 2014: $13,868,327Liabilities 2014: $357,065Net Assets 2014: $13,511,2622014Assets 2015: $14,094,880Liabilities 2015: $328,791Net Assets 2015: $13,766,0892015Assets 2016: $14,604,312Liabilities 2016: $760,572Net Assets 2016: $13,843,7402016Assets 2017: $14,035,677Liabilities 2017: $699,629Net Assets 2017: $13,336,0482017Assets 2018: $14,201,653Liabilities 2018: $1,159,489Net Assets 2018: $13,042,1642018Assets 2019: $14,553,001Liabilities 2019: $1,166,505Net Assets 2019: $13,386,4962019Assets 2020: $14,438,955Liabilities 2020: $361,888Net Assets 2020: $14,077,0672020Assets 2021: $14,944,884Liabilities 2021: $226,545Net Assets 2021: $14,718,3392021Assets 2022: $14,183,130Liabilities 2022: $365,962Net Assets 2022: $13,817,1682022Assets 2023: $14,644,222Liabilities 2023: $213,150Net Assets 2023: $14,431,0722023Assets 2024: $14,894,213Liabilities 2024: $33,609Net Assets 2024: $14,860,6042024

Highlighted filing

2023

Assets$14,644,222
Liabilities$213,150
Net Assets$14,431,072
Open 2023 Filing

Operations Trend

Revenue Growth68th percentile

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

$30M$20M$10M$0-$10MRevenue 2011: $13,603,710Expenses 2011: $12,045,642Net Income 2011: $1,558,0682011Revenue 2012: $13,274,087Expenses 2012: $12,058,054Net Income 2012: $1,216,0332012Revenue 2013: $14,767,025Expenses 2013: $13,205,737Net Income 2013: $1,561,2882013Revenue 2014: $15,033,840Expenses 2014: $14,998,615Net Income 2014: $35,2252014Revenue 2015: $14,556,981Expenses 2015: $14,221,877Net Income 2015: $335,1042015Revenue 2016: $14,511,187Expenses 2016: $14,487,000Net Income 2016: $24,1872016Revenue 2017: $14,836,170Expenses 2017: $15,316,413Net Income 2017: -$480,2432017Revenue 2018: $16,168,391Expenses 2018: $16,417,018Net Income 2018: -$248,6272018Revenue 2019: $18,459,588Expenses 2019: $18,532,204Net Income 2019: -$72,6162019Revenue 2020: $18,824,470Expenses 2020: $18,507,430Net Income 2020: $317,0402020Revenue 2021: $16,888,135Expenses 2021: $15,851,642Net Income 2021: $1,036,4932021Revenue 2022: $16,885,303Expenses 2022: $16,545,243Net Income 2022: $340,0602022Revenue 2023: $18,888,648Expenses 2023: $18,870,897Net Income 2023: $17,7512023Revenue 2024: $20,234,672Expenses 2024: $20,220,633Net Income 2024: $14,0392024

Highlighted filing

2023

Revenue$18,888,648
Expenses$18,870,897
Net Income$17,751
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 1, 2024
Return Version
2023v5.1
Gross Receipts
$22,006,678
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$13,817,168$14,431,072▲ $613,904
Investments in Publicly Traded Securities$12,405,172$13,214,788▲ $809,616
Cash and Non-Interest-Bearing Accounts$1,423,547$1,084,957▼ $338,590
Savings and Temporary Cash Investments$275,278$265,662▼ $9,616
Accounts Receivable$69,552$69,615▲ $63
Prepaid Expenses and Deferred Charges$9,581$9,200▼ $381
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$14,183,130$14,644,222▲ $461,092
Other Assets Total$0$0→ $0
Liabilities
Deferred Revenue$297,719$146,291▼ $151,428
Other Liabilities$35,491$42,730▲ $7,239
Accounts Payable and Accrued Expenses$32,752$24,129▼ $8,623
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$365,962$213,150▼ $152,812
Net Assets / Fund Balance
Total Net Assets Fund Balance$13,817,168$14,431,072▲ $613,904
Total Liabilities and Net Assets / Fund Balance$14,183,130$14,644,222▲ $461,092
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Amy GauszEmployer Trustee
Jennifer L YoungEmployer Trustee
Eric HugUnion Trustee
Jason HodgeUnion Trustee
Sean P HarrenUnion Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Pacific Federal LLCAdmin & FIELD SRVCS1000 N CENTRAL AVE STE 400, Glendale, CA 91202$373,219
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$18,684,738
Investment Income
$203,910
Other Revenue
$0
Change in Net Assets
$17,751

Audited Revenue Reconciliation

Revenue per Audited Statements
$18,888,648
Revenue Not Reported on Form 990
$596,153
Total Revenue per Audited Statements
$19,484,801
Total Revenue per Form 990
$18,888,648
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$606,806
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---$18,264,091
Fees for Services Management---$276,696
Fees for Services Other---$164,685
Fees for Service Investment Mgmnt Fees---$52,515
Fees for Services Legal---$34,947
Other Expenses---$23,000
Insurance---$17,091
Fees for Services Accounting---$15,800
Office Expenses---$15,331
Information Technology---$4,800
Conferences and Meetings---$1,941
Total Functional Expenses$0$0$0$18,870,897

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$18,870,897
Total Expenses per Audited Statements$18,870,897
Total Expenses per Form 990$18,870,897
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

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

Other Reported Liabilities

LiabilityAmount
Benefit Obligations$42,730
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI, LINE 11B:

“The administrative office reviews the form 990 and will notify the board of trustees if any unusual or significant items are noted. Form 990 is distributed to an authorized trustee of the plan for review and approval before it was filed.”

PART VI, LINE 12C:

“TRUSTEES ARE REQUIRED TO NOTIFY THE plan OF ANY CHANGES IN THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS.”

PART VI, LINE 15:

“Members of the governing body do not receive compensation.”

PART VI, LINE 19:

“Plan document and any other governing documents, conflict of interest policy, and financial statements are maintained at the plan administrator's office and are available upon written request. Additionally, copies of financial statements are distributed to the trustees of the plan on a regular basis.”

PART VII - SECTION A, LINE 1A, COLUMN E:

“Any trustees' compensation from related tax-exempt organization is available on those organizations' form 990.”

Filing and Contact Details

Filer

Filer Name
Multi-union Security Trust Fund
EIN
93-1146155
In Care Of
% PACFED PATRICK MCGARRY
Phone
8182430222
Address
1000 N CENTRAL AVE STE 400, GLENDALE, CA 91202

Signing Officer

Name
Jennifer L Young
Title
Trustee
Phone
8182430222
Signed
2024-10-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer L Young
Formed
1992
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

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

Additional Explanations

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

“The multi-union security trust fund is a multiemployer welfare benefit plan providing hospital, medical, life and accidental death, dental care, mental health, prescription drug and vision care benefits to eligible active participants and their dependents.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 413 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/BOYAmt032752
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt024129
IRS990/AccountsReceivableGrp/BOYAmt069552
IRS990/AccountsReceivableGrp/EOYAmt069615
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SEE SCHEDULE O
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt018264091
IRS990/BooksInCareOfDetail/PersonNm0PACFED PATRICK MCGARRY
IRS990/BooksInCareOfDetail/PhoneNum08182430222
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01000 N CENTRAL AVE STE 400
IRS990/BooksInCareOfDetail/USAddress/CityNm0GLENDALE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd091202
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt01423547
IRS990/CashNonInterestBearingGrp/EOYAmt01084957
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt01941
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0373219
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01000 N CENTRAL AVE STE 400
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0GLENDALE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd091202
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0PACIFIC FEDERAL LLC
IRS990/ContractorCompensationGrp/ServicesDesc0Admin & FIELD SRVCS
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt018264091
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0203910
IRS990/CYOtherExpensesAmt0606806
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt018684738
IRS990/CYRevenuesLessExpensesAmt017751
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt018870897
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt018888648
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0297719
IRS990/DeferredRevenueGrp/EOYAmt0146291
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0SEE SCHEDULE O
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt015800
IRS990/FeesForServicesLegalGrp/TotalAmt034947
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt0276696
IRS990/FeesForServicesOtherGrp/TotalAmt0164685
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt052515
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0JENNIFER L YOUNG
IRS990/Form990PartVIISectionAGrp/PersonNm1SEAN P HARREN
IRS990/Form990PartVIISectionAGrp/PersonNm2JASON HODGE
IRS990/Form990PartVIISectionAGrp/PersonNm3AMY GAUSZ
IRS990/Form990PartVIISectionAGrp/PersonNm4ERIC HUG
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3Employer Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4UNION TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01992
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0-126128
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02991902
IRS990/GrossReceiptsAmt022006678
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt04800
IRS990/InsuranceGrp/TotalAmt017091
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0330038
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0330038
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt012405172
IRS990/InvestmentsPubTradedSecGrp/EOYAmt013214788
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03118030
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SEE SCHEDULE O
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt013817168
IRS990/NetAssetsOrFundBalancesEOYAmt014431072
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-126128
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-126128
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0596153
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt015331
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0NEWSLETTER EXPENSES
IRS990/OtherExpensesGrp/TotalAmt023000
IRS990/OtherLiabilitiesGrp/BOYAmt035491
IRS990/OtherLiabilitiesGrp/EOYAmt042730
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt09581
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09200
IRS990/PrincipalOfficerNm0JENNIFER L YOUNG
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt018675445
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt19293
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt018675445
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt19293
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt015894922
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0194695
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0650321
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt016690608
IRS990/PYRevenuesLessExpensesAmt0340060
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt016545243
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt016885303
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt017751
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt013817168
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt014431072
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0275278
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0265662
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt018870897
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0596153
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt042730
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/RevenueNotReportedAmt0596153
IRS990ScheduleD/RevenueSubtotalAmt018888648
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN A TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAX AUTHORITY. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalExpensesPerForm990Amt018870897
IRS990ScheduleD/TotalLiabilityAmt042730
IRS990ScheduleD/TotalRevenuePerForm990Amt018888648
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt019484801
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt018870897
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MULTI-UNION SECURITY TRUST FUND IS A MULTIEMPLOYER WELFARE BENEFIT PLAN PROVIDING HOSPITAL, MEDICAL, LIFE AND ACCIDENTAL DEATH, DENTAL CARE, MENTAL HEALTH, PRESCRIPTION DRUG AND VISION CARE BENEFITS TO ELIGIBLE ACTIVE PARTICIPANTS AND THEIR DEPENDENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ADMINISTRATIVE OFFICE REVIEWS THE FORM 990 AND WILL NOTIFY THE BOARD OF TRUSTEES IF ANY UNUSUAL OR SIGNIFICANT ITEMS ARE NOTED. FORM 990 IS DISTRIBUTED TO AN AUTHORIZED TRUSTEE OF THE PLAN FOR REVIEW AND APPROVAL BEFORE IT WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRUSTEES ARE REQUIRED TO NOTIFY THE plan OF ANY CHANGES IN THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERS OF THE GOVERNING BODY DO NOT RECEIVE COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PLAN DOCUMENT AND ANY OTHER GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MAINTAINED AT THE PLAN ADMINISTRATOR'S OFFICE AND ARE AVAILABLE UPON WRITTEN REQUEST. ADDITIONALLY, COPIES OF FINANCIAL STATEMENTS ARE DISTRIBUTED TO THE TRUSTEES OF THE PLAN ON A REGULAR BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ANY TRUSTEES' COMPENSATION FROM RELATED TAX-EXEMPT ORGANIZATION IS AVAILABLE ON THOSE ORGANIZATIONS' FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 1 AND PART III, LINES 1 AND 4A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, LINE 12C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, LINE 15:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VI, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART VII - SECTION A, LINE 1A, COLUMN E:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0AVAILABLE AT THE TRUST FUND OFFICE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0available at the TF OFC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0available at the trust fund office
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0YOUNG SUPPORT SERVICES INC HIGH DESERT SUPPORT SERVICES LLC (HDSS) JOB OPTIONS INC ADE GLOBAL MANAGEMENT SYSTEMS INC VALIANT INTEGRATED SERVICES SPECPRO PROFESSIONAL SERVICES KBR TECHNICAL SERVICES INC PREMIER PROFESSIONAL SVCS INC TALON TECHNICAL SVCS LLC TIYA SERVICES LLC CHENEGA HEALTHCARE SERVICES LLC LEXICON CONSULTING INC
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R, PARTS II, III AND IV:
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt014183130
IRS990/TotalAssetsEOYAmt014644222
IRS990/TotalAssetsGrp/BOYAmt014183130
IRS990/TotalAssetsGrp/EOYAmt014644222
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt018870897
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0365962
IRS990/TotalLiabilitiesEOYAmt0213150
IRS990/TotalLiabilitiesGrp/BOYAmt0365962
IRS990/TotalLiabilitiesGrp/EOYAmt0213150
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt013817168
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt014431072
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt018684738
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0203910
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt018684738
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt018888648
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt014183130
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt014644222
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01000 N CENTRAL AVE STE 400
IRS990/USAddress/CityNm0glendale
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091202
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER L YOUNG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08182430222
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MULTI-UNION SECURITY TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0MULT
ReturnHeader/Filer/EIN0931146155
ReturnHeader/Filer/InCareOfNm0% PACFED PATRICK MCGARRY
ReturnHeader/Filer/PhoneNum08182430222
ReturnHeader/Filer/USAddress/AddressLine1Txt01000 N CENTRAL AVE STE 400
ReturnHeader/Filer/USAddress/CityNm0GLENDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091202

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,644,222
Liabilities
$213,150
Net assets
$14,431,072
Revenue
$18,888,648
Expenses
$18,870,897
Net income
$17,751
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.9$0.03$14.9$20.2$20.2$0.01
2023Detailed filing. Detailed filing data is available for this year.$14.6$0.21$14.4$18.9$18.9$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.2$0.37$13.8$16.9$16.5$0.34
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.9$0.23$14.7$16.9$15.9$1.04
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.4$0.36$14.1$18.8$18.5$0.32
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.6$1.17$13.4$18.5$18.5$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.2$1.16$13.0$16.2$16.4$0.25
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.0$0.70$13.3$14.8$15.3$0.48
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.6$0.76$13.8$14.5$14.5$0.02
2015Detailed filing. Detailed filing data is available for this year.$14.1$0.33$13.8$14.6$14.2$0.34
2014Detailed filing. Detailed filing data is available for this year.$13.9$0.36$13.5$15.0$15.0$0.04
2013Summary only. Only limited summary data is available for this year.$14.5$1.00$13.5$14.8$13.2$1.56
2012Summary only. Only limited summary data is available for this year.$12.8$0.81$12.0$13.3$12.1$1.22
2011Summary only. Only limited summary data is available for this year.$11.9$1.10$10.8$13.6$12.0$1.56