Civic Intelligence

Mfow Welfare Fund

990 • Fiscal year 2018 • EIN 94-1254186

Feb 01, 2017 to Jan 31, 2018 • Filed on Nov 09, 2018

Organization ProfileN/A

View Organization Page

240 Second StreetSan Francisco, CA 94105

(415) 362-4592

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.17x

Higher debt load relative to assets than 72% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

90th percentile

0.44x

Higher debt load relative to revenue than 90% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2018

Net Margin

41st percentile

1.2%

Higher net margin than 41% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

49th percentile

$1

Higher top officer pay than 49% of similar nonprofits.

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

2018 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2018

Asset Growth

44th percentile

-1.0%

Faster asset growth than 44% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

31st percentile

-1.0%

Faster revenue growth than 31% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$14,085,016

Down $146,232 (-1.0%) from 2017

Net Assets

Up

$11,747,766

Up $62,192 (+0.5%) from 2017

Liabilities

Down

$2,337,250

Down $208,424 (-8.2%) from 2017

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin41st percentile

Revenue

Down

$5,356,935

Down $52,119 (-1.0%) from 2017

Expenses

Down

$5,290,952

Down $556,072 (-9.5%) from 2017

Net Income

Up

$65,983

Up $503,953 (+115%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$15M$10M$5.0M$0Assets 2011: $13,418,684Liabilities 2011: $1,469,513Net Assets 2011: $11,949,1712011Assets 2012: $14,023,146Liabilities 2012: $1,457,090Net Assets 2012: $12,566,0562012Assets 2013: $14,464,353Liabilities 2013: $1,747,987Net Assets 2013: $12,716,3662013Assets 2014: $14,310,651Liabilities 2014: $2,174,177Net Assets 2014: $12,136,4742014Assets 2015: $14,229,792Liabilities 2015: $1,876,102Net Assets 2015: $12,353,6902015Assets 2016: $14,234,935Liabilities 2016: $2,127,674Net Assets 2016: $12,107,2612016Assets 2017: $14,231,248Liabilities 2017: $2,545,674Net Assets 2017: $11,685,5742017Assets 2018: $14,085,016Liabilities 2018: $2,337,250Net Assets 2018: $11,747,7662018Assets 2019: $14,193,967Liabilities 2019: $2,079,250Net Assets 2019: $12,114,7172019Assets 2020: $14,400,197Liabilities 2020: $2,558,054Net Assets 2020: $11,842,1432020Assets 2021: $14,689,639Liabilities 2021: $2,210,250Net Assets 2021: $12,479,3892021Assets 2022: $14,543,006Liabilities 2022: $2,537,250Net Assets 2022: $12,005,7562022Assets 2023: $13,846,808Liabilities 2023: $2,668,898Net Assets 2023: $11,177,9102023Assets 2024: $14,010,643Liabilities 2024: $2,426,250Net Assets 2024: $11,584,3932024Assets 2025: $14,645,478Liabilities 2025: $2,177,950Net Assets 2025: $12,467,5282025

Highlighted filing

2018

Assets$14,085,016
Liabilities$2,337,250
Net Assets$11,747,766
Open 2018 Filing

Operations Trend

Revenue Growth31st percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $3,996,7522011Expenses 2012: $4,007,3862012Expenses 2013: $4,588,5432013Revenue 2014: $4,372,602Expenses 2014: $4,811,038Net Income 2014: -$438,4362014Revenue 2015: $4,842,601Expenses 2015: $4,580,989Net Income 2015: $261,6122015Revenue 2016: $5,222,584Expenses 2016: $5,309,349Net Income 2016: -$86,7652016Revenue 2017: $5,409,054Expenses 2017: $5,847,024Net Income 2017: -$437,9702017Revenue 2018: $5,356,935Expenses 2018: $5,290,952Net Income 2018: $65,9832018Revenue 2019: $5,488,305Expenses 2019: $5,210,103Net Income 2019: $278,2022019Revenue 2020: $5,760,559Expenses 2020: $6,274,621Net Income 2020: -$514,0622020Revenue 2021: $5,458,186Expenses 2021: $4,920,548Net Income 2021: $537,6382021Revenue 2022: $5,796,696Expenses 2022: $5,915,319Net Income 2022: -$118,6232022Revenue 2023: $5,591,944Expenses 2023: $6,086,353Net Income 2023: -$494,4092023Revenue 2024: $6,099,956Expenses 2024: $5,910,383Net Income 2024: $189,5732024Revenue 2025: $6,696,584Expenses 2025: $5,920,111Net Income 2025: $776,4732025

Highlighted filing

2018

Revenue$5,356,935
Expenses$5,290,952
Net Income$65,983
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2017 to Jan 31, 2018
Signed
Nov 9, 2018
Return Version
2017v2.2
Gross Receipts
$16,250,715
Mission and Program Overview

Mission

To provide comprehensive health care benefits to active and retired employees and their eligible dependents represented by the marine firemen's union.

Provide health and welfare benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$11,951,840$12,027,548▲ $75,708
Rtn Earn Endowment Incm Other Fnds$11,685,574$11,747,766▲ $62,192
Savings and Temporary Cash Investments$1,590,728$1,049,973▼ $540,755
Cash and Non-Interest-Bearing Accounts$169,648$501,720▲ $332,072
Accounts Receivable$513,885$500,628▼ $13,257
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
Total Assets$14,231,248$14,085,016▼ $146,232
Other Assets Total$5,147$5,147→ $0
Liabilities
Other Liabilities$2,140,674$2,149,250▲ $8,576
Accounts Payable and Accrued Expenses$405,000$188,000▼ $217,000
Total Liabilities$2,545,674$2,337,250▼ $208,424
Net Assets / Fund Balance
Total Net Assets Fund Balance$11,685,574$11,747,766▲ $62,192
Total Liabilities and Net Assets / Fund Balance$14,231,248$14,085,016▼ $146,232

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$8,511$8,511
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

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

Board Members and Trustees

NameTitle
Anthony PoplawskiTrustee
Bob StephensTrustee
Ivy CallaisTrustee
Thomas PercivalTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,225,238
Investment Income
$131,697
Other Revenue
$0
Change in Net Assets
$65,983

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,302,927
Revenue Not Reported on Financial Statements
$54,008
Revenue Not Reported on Form 990
$-3,791
Total Revenue per Audited Statements
$5,299,136
Total Revenue per Form 990
$5,356,935
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$365,808
Salaries, Compensation, and Employee Benefits$308,795
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$4,616,349
Fees for Services Other---$207,167
Other Salaries and Wages---$188,808
Other Employee Benefits---$67,536
Fees for Service Investment Mgmnt Fees---$54,008
Pension Plan Contributions---$37,526
Fees for Services Legal---$34,606
Fees for Services Accounting---$28,272
Occupancy---$17,616
Payroll Taxes---$14,925
Office Expenses---$13,618
Insurance---$10,521
Total Functional Expenses$0$0$0$5,290,952

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,444,944
Total Expenses per Audited Statements$5,444,944
Total Expenses per Form 990$5,290,952
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-153,992
Other Expense Adjustments$-208,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accumulated Eligibility Credits$2,146,000
Payroll Liabilities$3,250
Governance and Compliance

Governance Checklist

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

Governance Explanations

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

“There is no committee with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“A copy of the form 990 was provided to one employer trustee and one union trustee for review and approval prior to filing with the irs.”

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

“At least once annually, trustees and other individuals subject to the conflict-of-interest policy will be asked to disclose any relationships or interests that could give rise to a conflict. Should any individual covered by this policy determine or suspect that he or she possesses an actual or potential conflict of interest, such individual must disclose the existence of the financial interest or relationship giving rise to such conflict and disclose all relevant facts prior to participating in any decision to enter into any proposed transaction or arrangement or, if later, as soon as the actual or potential conflict is recognized.”

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Mfow Welfare Fund
EIN
94-1254186
Phone
4153624592
Address
240 SECOND STREET, SAN FRANCISCO, CA 94105

Signing Officer

Name
Anthony G Poplawski
Title
Trustee
Phone
4153624592
Signed
2018-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas Percival
Formed
1951
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
0
Employees
4
Volunteers
0

Preparer

Firm
Lindquist Llp
Address
5000 EXECUTIVE PARKWAY SUITE 400, SAN RAMON, CA 94583
Preparer
Debbie R Dimery
Phone
9252779100
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The organization has a board of trustees that assumes responsibility for oversight of the audit of its financial statements and selection of an independent accountant. This process has not changed from the prior year.”

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 january 31, 2018, 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 believes it is no longer subject to income tax examinations for the fiscal years prior to 2015.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in benefit obligations”

Raw XML AppendixShowing 400 of 414 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/AccountsPayableAccrExpnssGrp/BOYAmt0405000
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0188000
IRS990/AccountsReceivableGrp/BOYAmt0513885
IRS990/AccountsReceivableGrp/EOYAmt0500628
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE HEALTH AND WELFARE BENEFITS
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt04616349
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MARINE FIREMEN'S UNION
IRS990/BooksInCareOfDetail/PhoneNum04153624592
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0240 SECOND STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN FRANCISCO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094105
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0169648
IRS990/CashNonInterestBearingGrp/EOYAmt0501720
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt04616349
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0131697
IRS990/CYOtherExpensesAmt0365808
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt05225238
IRS990/CYRevenuesLessExpensesAmt065983
IRS990/CYSalariesCompEmpBnftPaidAmt0308795
IRS990/CYTotalExpensesAmt05290952
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05356935
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDED COMPREHENSIVE HEALTH CARE BENEFITS TO ACTIVE AND RETIRED EMPLOYEES AND THEIR ELIGIBLE DEPENDENTS REPRESENTED BY THE MARINE FIREMEN'S UNION.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt028272
IRS990/FeesForServicesLegalGrp/TotalAmt034606
IRS990/FeesForServicesOtherGrp/TotalAmt0207167
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt054008
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
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/PersonNm0ANTHONY POPLAWSKI
IRS990/Form990PartVIISectionAGrp/PersonNm1IVY CALLAIS
IRS990/Form990PartVIISectionAGrp/PersonNm2THOMAS PERCIVAL
IRS990/Form990PartVIISectionAGrp/PersonNm3BOB STEPHENS
IRS990/Form990PartVIISectionAGrp/PersonNm4SEE SCHEDULE O FOR COMPENSATION
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/ReportableCompFromRltdOrgAmt41
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4PAID BY RELATED ORGANIZATION
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01951
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-187094
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt010706686
IRS990/GrossReceiptsAmt016250715
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt010521
IRS990/InvestmentIncomeGrp/ExclusionAmt0318791
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0318791
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt011951840
IRS990/InvestmentsPubTradedSecGrp/EOYAmt012027548
IRS990/IRPDocumentCnt051
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08511
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt08511
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt010893780
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE COMPREHENSIVE HEALTH CARE BENEFITS TO ACTIVE AND RETIRED EMPLOYEES AND THEIR ELIGIBLE DEPENDENTS REPRESENTED BY THE MARINE FIREMEN'S UNION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt011685574
IRS990/NetAssetsOrFundBalancesEOYAmt011747766
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-187094
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-187094
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-3791
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt017616
IRS990/OfficeExpensesGrp/TotalAmt013618
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt05147
IRS990/OtherAssetsTotalGrp/EOYAmt05147
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt067536
IRS990/OtherLiabilitiesGrp/BOYAmt02140674
IRS990/OtherLiabilitiesGrp/EOYAmt02149250
IRS990/OtherSalariesAndWagesGrp/TotalAmt0188808
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt014925
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt037526
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0THOMAS PERCIVAL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1REIMBURSED EXP. FROM OTHER PLANS
IRS990/ProgramServiceRevenueGrp/Desc2MEDICARE PART D REIMBURSMENT AND
IRS990/ProgramServiceRevenueGrp/Desc3PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05142752
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt142854
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt234172
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt35460
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05142752
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt142854
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt234172
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt35460
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt05069266
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0189780
IRS990/PYOtherExpensesAmt0426373
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt05219274
IRS990/PYRevenuesLessExpensesAmt0-437970
IRS990/PYSalariesCompEmpBnftPaidAmt0351385
IRS990/PYTotalExpensesAmt05847024
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05409054
IRS990/ReconcilationRevenueExpnssAmt065983
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt011685574
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt011747766
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01590728
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01049973
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt08511
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt08511
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-153992
IRS990ScheduleD/ExpensesSubtotalAmt05444944
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt054008
IRS990ScheduleD/InvestmentExpensesNotIncldAmt054008
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-3791
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-208000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02146000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt13250
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCUMULATED ELIGIBILITY CREDITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL LIABILITIES
IRS990ScheduleD/RevenueNotReportedAmt0-3791
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt054008
IRS990ScheduleD/RevenueSubtotalAmt05302927
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT, AS OF JANUARY 31, 2018, 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 BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2015.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFIT OBLIGATIONS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt05290952
IRS990ScheduleD/TotalLiabilityAmt02149250
IRS990ScheduleD/TotalRevenuePerForm990Amt05356935
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05299136
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05444944
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE IS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE FORM 990 WAS PROVIDED TO ONE EMPLOYER TRUSTEE AND ONE UNION TRUSTEE FOR REVIEW AND APPROVAL PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AT LEAST ONCE ANNUALLY, TRUSTEES AND OTHER INDIVIDUALS SUBJECT TO THE CONFLICT-OF-INTEREST POLICY WILL BE ASKED TO DISCLOSE ANY RELATIONSHIPS OR INTERESTS THAT COULD GIVE RISE TO A CONFLICT. SHOULD ANY INDIVIDUAL COVERED BY THIS POLICY DETERMINE OR SUSPECT THAT HE OR SHE POSSESSES AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, SUCH INDIVIDUAL MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST OR RELATIONSHIP GIVING RISE TO SUCH CONFLICT AND DISCLOSE ALL RELEVANT FACTS PRIOR TO PARTICIPATING IN ANY DECISION TO ENTER INTO ANY PROPOSED TRANSACTION OR ARRANGEMENT OR, IF LATER, AS SOON AS THE ACTUAL OR POTENTIAL CONFLICT IS RECOGNIZED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST, THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY, AND FINANCIAL INFORMATION AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION HAS A BOARD OF TRUSTEES THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 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/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0201760878
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1940662400
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt1C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0MD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0APL MARINE SERVICES LTD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1MATSON NAVIGATION COMPANY INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt06110 EXECUTIVE BLVD SUITE 410
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt1555 12TH STREET SUITE 700
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0ROCKVILLE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm1OAKLAND
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0MD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd020852
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd194607
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0911862242
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PredominantIncomeTypeTxt0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0PATRIOT
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt01320 WILLOW PASS ROAD
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0CONCORD
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd094520
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MFOW SUPPLEMENTAL PENSION TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1MARINE FIREMEN'S UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0946201677
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROVIDE RETIREMENT BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0240 SECOND STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1240 SECOND STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAN FRANCISCO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1SAN FRANCISCO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094105
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd194105
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt014231248
IRS990/TotalAssetsEOYAmt014085016
IRS990/TotalAssetsGrp/BOYAmt014231248
IRS990/TotalAssetsGrp/EOYAmt014085016
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/TotalAmt05290952
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02545674
IRS990/TotalLiabilitiesEOYAmt02337250
IRS990/TotalLiabilitiesGrp/BOYAmt02545674
IRS990/TotalLiabilitiesGrp/EOYAmt02337250
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt011685574
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt011747766
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt05225238
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0131697
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05225238
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05356935
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt014231248
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt014085016
IRS990/TotReportableCompRltdOrgAmt01
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0555 12TH STREET
IRS990/USAddress/CityNm0OAKLAND
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094607
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANTHONY G POPLAWSKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04153624592
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MFOW WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0MFOW
ReturnHeader/Filer/EIN0941254186
ReturnHeader/Filer/PhoneNum04153624592
ReturnHeader/Filer/USAddress/AddressLine1Txt0240 SECOND STREET
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094105
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D85FB602DC4FA66F28A631CB81EF53DF59ECABFA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId092C7F91AD246760067C653CBF66B8BF12B4D5FD1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.7.226.66
ReturnHeader/FilingSecurityInformation/IPDt02018-11-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,085,016
Liabilities
$2,337,250
Net assets
$11,747,766
Revenue
$5,356,935
Expenses
$5,290,952
Net income
$65,983
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$14.6$2.18$12.5$6.70$5.92$0.78
2024Detailed filing. Detailed filing data is available for this year.$14.0$2.43$11.6$6.10$5.91$0.19
2023Detailed filing. Detailed filing data is available for this year.$13.8$2.67$11.2$5.59$6.09$0.49
2022Detailed filing. Detailed filing data is available for this year.$14.5$2.54$12.0$5.80$5.92$0.12
2021Detailed filing. Detailed filing data is available for this year.$14.7$2.21$12.5$5.46$4.92$0.54
2020Detailed filing. Detailed filing data is available for this year.$14.4$2.56$11.8$5.76$6.27$0.51
2019Detailed filing. Detailed filing data is available for this year.$14.2$2.08$12.1$5.49$5.21$0.28
2018Detailed filing. Detailed filing data is available for this year.$14.1$2.34$11.7$5.36$5.29$0.07
2017Detailed filing. Detailed filing data is available for this year.$14.2$2.55$11.7$5.41$5.85$0.44
2016Detailed filing. Detailed filing data is available for this year.$14.2$2.13$12.1$5.22$5.31$0.09
2015Detailed filing. Detailed filing data is available for this year.$14.2$1.88$12.4$4.84$4.58$0.26
2014Detailed filing. Detailed filing data is available for this year.$14.3$2.17$12.1$4.37$4.81$0.44
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.5$1.75$12.7$4.59
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.0$1.46$12.6$4.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.4$1.47$11.9$4.00