Civic Intelligence

Pipe Trades Trust Fund-447

990 • Fiscal year 2013 • EIN 94-1268305

Jul 01, 2012 to Jun 30, 2013 • Filed on Apr 10, 2014

Organization ProfileN/A

View Organization Page

PO Box 191030Suite95819-1030
Siviq Scores

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

Liabilities / Assets

87th percentile

0.63x

Higher debt load relative to assets than 87% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

94th percentile

44%

Faster asset growth than 94% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$8,319,725

Up $2,528,372 (+44%) from 2012

Net Assets

Up

$3,108,574

Up $2,480,771 (+395%) from 2012

Liabilities

Up

$5,211,151

Up $47,601 (+0.9%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$12,123,244

Up $248,361 (+2.1%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$30M$20M$10M$0-$10MAssets 2010: $5,903,301Liabilities 2010: $6,913,589Net Assets 2010: -$1,010,2882010Assets 2011: $4,324,675Liabilities 2011: $5,154,521Net Assets 2011: -$829,8462011Assets 2012: $5,791,353Liabilities 2012: $5,163,550Net Assets 2012: $627,8032012Assets 2013: $8,319,725Liabilities 2013: $5,211,151Net Assets 2013: $3,108,5742013Assets 2014: $10,412,858Liabilities 2014: $5,495,677Net Assets 2014: $4,917,1812014Assets 2015: $11,845,450Liabilities 2015: $5,404,411Net Assets 2015: $6,441,0392015Assets 2016: $15,373,337Liabilities 2016: $6,684,667Net Assets 2016: $8,688,6702016Assets 2017: $18,240,644Liabilities 2017: $6,657,685Net Assets 2017: $11,582,9592017Assets 2018: $21,153,215Liabilities 2018: $7,759,659Net Assets 2018: $13,393,5562018Assets 2019: $24,560,480Liabilities 2019: $8,658,797Net Assets 2019: $15,901,6832019Assets 2020: $27,757,781Liabilities 2020: $9,334,504Net Assets 2020: $18,423,2772020Assets 2021: $29,678,818Liabilities 2021: $11,386,665Net Assets 2021: $18,292,1532021Assets 2022: $27,674,576Liabilities 2022: $11,355,422Net Assets 2022: $16,319,1542022Assets 2023: $28,067,285Liabilities 2023: $12,261,769Net Assets 2023: $15,805,5162023Assets 2024: $28,206,419Liabilities 2024: $13,404,886Net Assets 2024: $14,801,5332024

Highlighted filing

2013

Assets$8,319,725
Liabilities$5,211,151
Net Assets$3,108,574
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30M$20M$10M$0-$10MExpenses 2010: $14,617,6682010Revenue 2011: $11,561,509Expenses 2011: $11,390,127Net Income 2011: $171,3822011Expenses 2012: $11,874,8832012Expenses 2013: $12,123,2442013Revenue 2014: $13,787,195Expenses 2014: $12,021,837Net Income 2014: $1,765,3582014Revenue 2015: $13,587,107Expenses 2015: $11,775,355Net Income 2015: $1,811,7522015Revenue 2016: $15,636,881Expenses 2016: $13,698,072Net Income 2016: $1,938,8092016Revenue 2017: $16,588,060Expenses 2017: $13,966,241Net Income 2017: $2,621,8192017Revenue 2018: $19,916,953Expenses 2018: $18,091,499Net Income 2018: $1,825,4542018Revenue 2019: $20,990,676Expenses 2019: $18,783,579Net Income 2019: $2,207,0972019Revenue 2020: $23,971,247Expenses 2020: $21,709,232Net Income 2020: $2,262,0152020Revenue 2021: $21,768,768Expenses 2021: $23,687,532Net Income 2021: -$1,918,7642021Revenue 2022: $24,573,252Expenses 2022: $23,608,309Net Income 2022: $964,9432022Revenue 2023: $24,335,357Expenses 2023: $25,637,593Net Income 2023: -$1,302,2362023Revenue 2024: $25,618,060Expenses 2024: $27,942,573Net Income 2024: -$2,324,5132024

Highlighted filing

2013

Revenue-
Expenses$12,123,244
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Apr 10, 2014
Return Version
2012v2.3
Gross Receipts
$14,817,879
Mission and Program Overview

Mission

Serves as the trust for a multiemployer welfare benefit plan that funds medical, hospital, surgical, major medical, vision, dental, life insurance, & death benefits for plan participants and their dependents.

Filing and Contact Details

Filer

EIN
94-1268305
Raw XML AppendixShowing 400 of 608 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/AccountantCompileOrReview0false
IRS990/AccountsPayableAccruedExpenses/BOY068789
IRS990/AccountsPayableAccruedExpenses/EOY088157
IRS990/AccountsReceivable/BOY02068190
IRS990/AccountsReceivable/EOY01572768
IRS990/ActivitiesConductedPartnership0false
IRS990/ActivityOrMissionDescription0SERVES AS THE TRUST FOR A MULTIEMPLOYER WELFARE BENEFIT PLAN THAT PROVIDES MAJOR MEDICAL, VISION, DENTAL, PRESCRIPTION DRUG AND LIFE INSURANCE TO PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS.
IRS990/AddressPrincipalOfficerUS/AddressLine105841 NEWMAN CT
IRS990/AddressPrincipalOfficerUS/City0SACRAMENTO
IRS990/AddressPrincipalOfficerUS/State0CA
IRS990/AddressPrincipalOfficerUS/ZIPCode0958192607
IRS990/Advertising/Total00
IRS990/AnnualDisclosureCoveredPersons0true
IRS990/AuditCommittee0true
IRS990/BenefitsPaidToMembersCY011275431
IRS990/BenefitsPaidToMembersPriorYear010964227
IRS990/BenefitsToMembers/Total011275431
IRS990/BsnssRltnshpThruFamilyMember0false
IRS990/BsnssRltnshpWithOrganization0false
IRS990/CapStckTrstPrinCurrentFunds/BOY00
IRS990/CapStckTrstPrinCurrentFunds/EOY00
IRS990/CashNonInterestBearing/BOY00
IRS990/CashNonInterestBearing/EOY00
IRS990/ChangesToOrganizingDocs0false
IRS990/CollectionsOfArt0false
IRS990/CompCurrentOfficersDirectors/Total065445
IRS990/CompDisqualPersons/Total00
IRS990/CompensationFromOtherSources0false
IRS990/CompensationProcessCEO0false
IRS990/ComplianceWithBackupWitholding0true
IRS990/ConferencesMeetings/Total01707
IRS990/ConflictOfInterestPolicy0true
IRS990/ConservationEasements0false
IRS990/ConsolidatedAuditFinancialStmt0false
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine10378 vintage park dr
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City0FOSTER CITY
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State0CA
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode0944044813
IRS990/ContractorCompensation/Compensation0142335
IRS990/ContractorCompensation/DescriptionOfServices0actuarial services
IRS990/ContractorCompensation/NameOfContractor/NamePerson0rael letson
IRS990/ContributionsGrantsCurrentYear00
IRS990/ContributionsGrantsPriorYear00
IRS990/CreditCounseling0false
IRS990/DecisionsSubjectToApproval0false
IRS990/DeductibleContributionsOfArt0false
IRS990/DeductibleNonCashContributions0false
IRS990/DeferredRevenue/BOY00
IRS990/DeferredRevenue/EOY00
IRS990/DelegationOfManagementDuties0false
IRS990/DepreciationDepletion/Total00
IRS990/DescribedIn501C30false
IRS990/Description0SERVES AS THE TRUST FOR A MULTIEMPLOYER WELFARE BENEFIT PLAN THAT PROVIDES MAJOR MEDICAL, VISION, DENTAL, PRESCRIPTION DRUG AND LIFE INSURANCE TO PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS.
IRS990/DisregardedEntity0true
IRS990/DocumentRetentionPolicy0true
IRS990/DonorAdvisedFunds0false
IRS990/DoNotFollowSFAS1170X
IRS990/ElectionOfBoardMembers0false
IRS990/EmploymentTaxReturnsFiled0true
IRS990/EscrowAccountLiability/BOY00
IRS990/EscrowAccountLiability/EOY00
IRS990/FamilyOrBusinessRelationship0false
IRS990/FeesForServicesAccounting/Total0106773
IRS990/FeesForServicesInvstMgmntFees/Total03065
IRS990/FeesForServicesLegal/Total018896
IRS990/FeesForServicesLobbying/Total00
IRS990/FeesForServicesManagement/Total00
IRS990/FeesForServicesOther/Total0142335
IRS990/FeesForServicesProfFundraising/Total00
IRS990/ForeignActivities0false
IRS990/ForeignFinancialAccount0false
IRS990/ForeignGrants/Total00
IRS990/ForeignOffice0false
IRS990/Form990PartVIISectionA/AverageHoursPerWeek01.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek11.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek21.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek31.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek41.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek51.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek61.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek71.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek81.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek91.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek101.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek111.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek121.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek131.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek141.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek1540.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated040.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated140.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated240.0
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector6X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector7X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector8X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector9X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector10X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector11X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector12X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector13X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector14X
IRS990/Form990PartVIISectionA/NamePerson0LEWIS LONG
IRS990/Form990PartVIISectionA/NamePerson1RONALD MORGAN
IRS990/Form990PartVIISectionA/NamePerson2AARON STOCKWELL
IRS990/Form990PartVIISectionA/NamePerson3HARRY ROTZ
IRS990/Form990PartVIISectionA/NamePerson4ROBERT TAYLOR
IRS990/Form990PartVIISectionA/NamePerson5ROD BARBOUR
IRS990/Form990PartVIISectionA/NamePerson6LARRY COOK
IRS990/Form990PartVIISectionA/NamePerson7THOMAS MCEVILLY
IRS990/Form990PartVIISectionA/NamePerson8JOHN O'CONNOR
IRS990/Form990PartVIISectionA/NamePerson9SCOTT STRAWBRIDGE
IRS990/Form990PartVIISectionA/NamePerson10RICK CHOWDRY
IRS990/Form990PartVIISectionA/NamePerson11CLAIRE DONNENWIRTH
IRS990/Form990PartVIISectionA/NamePerson12LARRY BOOTH
IRS990/Form990PartVIISectionA/NamePerson13PHIL SMYTH
IRS990/Form990PartVIISectionA/NamePerson14WILLIAM HALEY
IRS990/Form990PartVIISectionA/NamePerson15CHRIS MCDANIEL
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/OtherCompensation052832
IRS990/Form990PartVIISectionA/OtherCompensation152832
IRS990/Form990PartVIISectionA/OtherCompensation244512
IRS990/Form990PartVIISectionA/OtherCompensation349582
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization1105839
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs091079
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs192329
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs2119820
IRS990/Form990PartVIISectionA/Title0LABOR TRUSTEE
IRS990/Form990PartVIISectionA/Title1LABOR TRUSTEE
IRS990/Form990PartVIISectionA/Title2LABOR TRUSTEE
IRS990/Form990PartVIISectionA/Title3LABOR TRUSTEE
IRS990/Form990PartVIISectionA/Title4LABOR TRUSTEE
IRS990/Form990PartVIISectionA/Title5MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionA/Title6MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionA/Title7MANAGEMENT TRUSTEE (FORMER)
IRS990/Form990PartVIISectionA/Title8MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionA/Title9MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionA/Title10MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionA/Title11MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionA/Title12MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionA/Title13LABOR TRUSTEE
IRS990/Form990PartVIISectionA/Title14LABOR TRUSTEE
IRS990/Form990PartVIISectionA/Title15FUND ADMINISTRATOR
IRS990/Form990ProvidedToGoverningBody0false
IRS990/FormersListed0false
IRS990/FSAudited0true
IRS990/FSAuditedBasis/FinancialStatementSeparate0X
IRS990/FundraisingActivities0false
IRS990/Gaming0false
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsAndSimilarAmntsPriorYear00
IRS990/GrantsPayable/BOY00
IRS990/GrantsPayable/EOY00
IRS990/GrantsToDomesticIndividuals/Total00
IRS990/GrantsToDomesticOrgs/Total00
IRS990/GrantsToIndividuals0false
IRS990/GrantsToOrganizations0false
IRS990/GrantToRelatedPerson0false
IRS990/GrossReceipts014817879
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IncomeFromInvestBondProceeds/TotalRevenueColumn00
IRS990/IndependentAuditFinancialStmt0true
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartIX0X
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartVII0X
IRS990/InformationTechnology/Total095636
IRS990/Insurance/Total028207
IRS990/IntangibleAssets/BOY00
IRS990/IntangibleAssets/EOY00
IRS990/Interest/Total00
IRS990/InventoriesForSaleOrUse/BOY00
IRS990/InventoriesForSaleOrUse/EOY00
IRS990/InvestmentIncomeCurrentYear075584
IRS990/InvestmentIncome/ExclusionAmount075584
IRS990/InvestmentIncomePriorYear033558
IRS990/InvestmentIncome/TotalRevenueColumn075584
IRS990/InvestmentInJointVenture0false
IRS990/InvestmentsOtherSecurities/BOY00
IRS990/InvestmentsOtherSecurities/EOY00
IRS990/InvestmentsProgramRelated/BOY00
IRS990/InvestmentsProgramRelated/EOY00
IRS990/InvestmentsPubTradedSecurities/BOY0641176
IRS990/InvestmentsPubTradedSecurities/EOY04749007
IRS990/LandBldgEquipmentAccumDeprec0115510
IRS990/LandBuildingsEquipmentBasis0115510
IRS990/LoansFromOfficersDirectors/BOY00
IRS990/LoansFromOfficersDirectors/EOY00
IRS990/LoanToOfficerOrDQP0false
IRS990/LocalChapters0false
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0false
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees0true
IRS990/MinutesOfGoverningBody0true
IRS990/MissionDescription0SERVES AS THE TRUST FOR A MULTIEMPLOYER WELFARE BENEFIT PLAN THAT PROVIDES MAJOR MEDICAL, VISION, DENTAL, PRESCRIPTION DRUG AND LIFE INSURANCE TO PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS.
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/MortNotesPyblSecuredInvestProp/BOY00
IRS990/MortNotesPyblSecuredInvestProp/EOY00
IRS990/NameOfPrincipalOfficerPerson0william haley
IRS990/NbrIndependentVotingMembers011
IRS990/NbrVotingGoverningBodyMembers014
IRS990/NbrVotingMembersGoverningBody014
IRS990/NetAssetsOrFundBalancesBOY0627803
IRS990/NetAssetsOrFundBalancesEOY03108574
IRS990/NetGainOrLossInvestments/TotalRevenueColumn00
IRS990/NetIncomeFromFundraisingEvents/TotalRevenueColumn00
IRS990/NetIncomeFromGaming/TotalRevenueColumn00
IRS990/NetIncomeOrLoss/TotalRevenueColumn00
IRS990/NetRentalIncomeOrLoss/TotalRevenueColumn00
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith109604
IRS990/NumberIndependentVotingMembers011
IRS990/NumberIndividualsGT100K01
IRS990/NumberOfContractorsGT100K01
IRS990/NumberOfEmployees05
IRS990/NumberW2GIncluded00
IRS990/Occupancy/Total020341
IRS990/OfficeExpenses/Total046647
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/Organization501c0X
IRS990/OtherAssetsTotal/BOY04595
IRS990/OtherAssetsTotal/EOY05059
IRS990/OtherEmployeeBenefits/Total045099
IRS990/OtherExpensePriorYear0630079
IRS990/OtherExpensesCurrentYear0585284
IRS990/OtherExpenses/Description0MISCELLANEOUS
IRS990/OtherExpenses/Description1CLAIMS PROCESSING
IRS990/OtherExpenses/Description2BAD DEBT EXPENSE
IRS990/OtherExpenses/Total08433
IRS990/OtherExpenses/Total1110911
IRS990/OtherExpenses/Total2815
IRS990/OtherLiabilities/BOY05094761
IRS990/OtherLiabilities/EOY05122994
IRS990/OtherNotesLoansReceivableNet/BOY00
IRS990/OtherNotesLoansReceivableNet/EOY00
IRS990/OtherRevenueCurrentYear00
IRS990/OtherRevenuePriorYear00
IRS990/OtherSalariesAndWages/Total0108255
IRS990/PaidInCapSrplsLandBldgEqpFund/BOY00
IRS990/PaidInCapSrplsLandBldgEqpFund/EOY00
IRS990/PartialLiquidation0false
IRS990/PaymentsToAffiliates/Total00
IRS990/PayrollTaxes/Total012640
IRS990/PensionPlanContributions/Total031090
IRS990/PledgesAndGrantsReceivable/BOY00
IRS990/PledgesAndGrantsReceivable/EOY00
IRS990/PoliticalActivities0false
IRS990/PrepaidExpensesDeferredCharges/BOY047849
IRS990/PrepaidExpensesDeferredCharges/EOY016624
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenue/BusinessCode0900099
IRS990/ProgramServiceRevenue/BusinessCode1900099
IRS990/ProgramServiceRevenueCY014742295
IRS990/ProgramServiceRevenue/Description0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenue/Description1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenuePriorYear013306722
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome013576262
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome11166033
IRS990/ProgramServiceRevenue/TotalRevenueColumn013576262
IRS990/ProgramServiceRevenue/TotalRevenueColumn11166033
IRS990/ProhibitedTaxShelterTrans0false
IRS990/ReceivablesFromDisqualPersons/BOY00
IRS990/ReceivablesFromDisqualPersons/EOY00
IRS990/ReceivablesFromOfficersEtc/BOY00
IRS990/ReceivablesFromOfficersEtc/EOY00
IRS990/ReconcilationRevenueExpenses02694635
IRS990/ReconciliationUnrealizedInvest0-213864
IRS990/RegularMonitoringEnforcement0true
IRS990/RelatedEntity0true
IRS990/RelatedOrgControlledEntity0false
IRS990/RentalIncomeOrLoss/Personal00
IRS990/RentalIncomeOrLoss/Real00
IRS990/ReportFin48Footnote0true
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0true
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0true
IRS990/ReportProgRelInvest0false
IRS990/RetainedEarningsEndowmentEtc/BOY0627803
IRS990/RetainedEarningsEndowmentEtc/EOY03108574
IRS990/RevenuesLessExpensesCY02694635
IRS990/RevenuesLessExpensesPriorYear01465397
IRS990/RoyaltiesRevenue/TotalRevenueColumn00
IRS990/Royalties/Total00
IRS990/SalariesEtcCurrentYear0262529
IRS990/SalariesEtcPriorYear0280577
IRS990/SavingsAndTempCashInvestments/BOY03029543
IRS990/SavingsAndTempCashInvestments/EOY01976267
IRS990/ScheduleBRequired0false
IRS990ScheduleD/Equipment/Depreciation09703
IRS990ScheduleD/Equipment/OtherCostOrOtherBasis09703
IRS990ScheduleD/ExpensesNotRptdOnFinStmt024871
IRS990ScheduleD/ExpensesSubtotal012098373
IRS990ScheduleD/FederalIncomeTaxLiability00
IRS990ScheduleD/FootnoteInPartXIII0X
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0TAXES ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD. THE PLAN ADMINISTRATOR BELIEVES THE PLAN HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS GUIDANCE. INFORMATION RETURNS FOR TAX YEARS FOR WHICH THE APPLICABLE STATUTES OF LIMITATIONS HAVE NOT EXPIRED ARE SUBJECT TO EXAMINATION BY AUTHORITIES. PART XII, LINE 4B: CHANGE IN BENEFIT OBLIGATIONS.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0PART X, LINE 2:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0THE PLAN HAS ADOPTED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME
IRS990ScheduleD/InvestmentExpensesNotIncluded03000
IRS990ScheduleD/InvestmentExpensesNotIncluded203000
IRS990ScheduleD/NetUnrealizedGainsInvestments0-213864
IRS990ScheduleD/OtherExpensesNotIncluded021871
IRS990ScheduleD/OtherLandBuildings/Depreciation0105807
IRS990ScheduleD/OtherLandBuildings/OtherCostOrOtherBasis0105807
IRS990ScheduleD/OtherLiabilities/Amount070323
IRS990ScheduleD/OtherLiabilities/Amount15052671
IRS990ScheduleD/OtherLiabilities/Description0RECIPROCITY CONTRIBUTION PAYABLE
IRS990ScheduleD/OtherLiabilities/Description1BENEFIT OBLIGATIONS
IRS990ScheduleD/RevenueNotRptdF9900-213864
IRS990ScheduleD/RevenueNotRptdOnFinStmt03000
IRS990ScheduleD/RevenueSubtotal014814879
IRS990ScheduleD/TotalExpensesPerForm990012123244
IRS990ScheduleD/TotalOfAmounts05122994
IRS990ScheduleD/TotalRevenuePerForm990014817879
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt012098373
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt014601015
IRS990ScheduleJ/EquityBasedCompArrangement0false
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg0105839
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs0119820
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg024062
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs019448
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0CHRIS MCDANIEL
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson1WILLIAM HALEY
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg025520
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs025064
IRS990ScheduleJ/Form990ScheduleJPartII/Title0FUND ADMINISTRATOR
IRS990ScheduleJ/Form990ScheduleJPartII/Title1LABOR TRUSTEE
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg0155421
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs0164332
IRS990/ScheduleJRequired0true
IRS990ScheduleJ/SeverancePayment0false
IRS990ScheduleJ/SupplementalNonqualRetirePlan0false
IRS990ScheduleO/GeneralExplanation/Explanation0AND PRESENTED TO A LABOR TRUSTEE AND MANAGEMENT TRUSTEE TO REVIEW AND APPROVE PRIOR TO BEING FILED. THE FULL BOARD CAN REQUEST COPIES OF THE COMPLETED FORM 990. PART VI, LINE 12C: AS PRESCRIBED IN THE CONFLICT OF INTEREST POLICY. PART VI, LINE 15A: COMPENSATION IS BASED ON THE COLLECTIVE BARGAINING AGREEMENT. PART VI, LINE 19: THE PLAN'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO PARTICIPANTS UPON REQUEST. ANNUALLY, THE PLAN FILES FORM 5500 ANNUAL RETURN/REPORT OF EMPLOYEE BENEFIT PLAN WITH THE DEPARTMENT OF LABOR. THE FORM 5500 IS AVAILABLE ON THE DOL'S WEBSITE. A SUMMARY ANNUAL REPORT IS ALSO PROVIDED TO PARTICIPANTS ANNUALLY. PART IX, LINE 5: THE PLAN RECEIVES REIMBURSEMENT FROM RELATED PARTIES FOR APPROXIMATELY 58% OF THE COMPENSATION PAID TO THE FUND MANAGER. SCH R, PART I: THE ADMINISTRATIVE OFFICE RECEIVES FEES FOR SERVICES PROVIDED TO THE EMPLOYER ORGANIZATION. SUCH FEES ARE USED TO OFFSET ADMINISTRATIVE EXPENSES CHARGED TO THE PLAN. EXPENSES NET OF FEE REIMBURSEMENTS TOTALING APPROXIMATELY $440,000 WERE APPORTIONED TO THE PLAN BASED ON DIRECT LABOR HOURS ADMINISTRATIVE OFFICE PERSONNEL INCURRED FOR COLLECTION OF CONTRIBUTIONS, MAINTENANCE OF PARTICIPANT RECORDS, PAYMENT OF BENEFITS AND PROVIDING RELATED ADMINISTRATIVE SERVICES TO THE PLAN.
IRS990ScheduleO/GeneralExplanation/Identifier0PART VI, LINE 11B:
IRS990ScheduleO/GeneralExplanation/ReturnReference0THE PLAN'S CPA PREPARED THE FORM 990 WHICH IS REVIEWED BY THE FUND MANAGER
IRS990/ScheduleORequired0true
IRS990ScheduleR/DividendsRelatedOrganization0false
IRS990ScheduleR/ExchangeOfAssets0false
IRS990ScheduleR/Form990ScheduleRPartI/AddressUS/AddressLine10PO BOX 191030
IRS990ScheduleR/Form990ScheduleRPartI/AddressUS/City0SACRAMENTO
IRS990ScheduleR/Form990ScheduleRPartI/AddressUS/State0CA
IRS990ScheduleR/Form990ScheduleRPartI/AddressUS/ZIPCode0958191030
IRS990ScheduleR/Form990ScheduleRPartI/DirectControllingEntityNA0N/A
IRS990ScheduleR/Form990ScheduleRPartI/DirectControllingEntityName/BusinessNameLine10NA
IRS990ScheduleR/Form990ScheduleRPartI/EIN0941268305
IRS990ScheduleR/Form990ScheduleRPartI/EOYAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine10PO BOX 191030
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine11PO BOX 191030
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine125841 NEWMAN Ct
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine138750 YOUNGER CREEK DR
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1450 FULLERTON CT STE 100
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine15PO BOX 191030
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0SACRAMENTO
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City1SACRAMENTO
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City2SACRAMENTO
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City3SACRAMENTO
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City4SACRAMENTO
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City5SACRAMENTO
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0CA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State1CA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State2CA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State3CA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State4CA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State5CA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode0958191030
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode1958191030
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode2958192607
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode3958281022
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode4958256205
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode5958191030
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg0false
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg1false
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg2false
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg3false
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg4false
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg5false
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA0N/A
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA1N/A
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA2N/A
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine10NA
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine11NA
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine12NA
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine13NA
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine14NA
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine15NA
IRS990ScheduleR/Form990ScheduleRPartII/EIN0946269669
IRS990ScheduleR/Form990ScheduleRPartII/EIN1680401920
IRS990ScheduleR/Form990ScheduleRPartII/EIN2940944910
IRS990ScheduleR/Form990ScheduleRPartII/EIN3941358439

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$8,319,725
Liabilities
$5,211,151
Net assets
$3,108,574
Revenue
-
Expenses
$12,123,244
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.2$13.4$14.8$25.6$27.9$2.32
2023Summary only. Only limited summary data is available for this year.$28.1$12.3$15.8$24.3$25.6$1.30
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.7$11.4$16.3$24.6$23.6$0.96
2021Summary only. Only limited summary data is available for this year.$29.7$11.4$18.3$21.8$23.7$1.92
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.8$9.33$18.4$24.0$21.7$2.26
2019Summary only. Only limited summary data is available for this year.$24.6$8.66$15.9$21.0$18.8$2.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.2$7.76$13.4$19.9$18.1$1.83
2017Summary only. Only limited summary data is available for this year.$18.2$6.66$11.6$16.6$14.0$2.62
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.4$6.68$8.69$15.6$13.7$1.94
2015Summary only. Only limited summary data is available for this year.$11.8$5.40$6.44$13.6$11.8$1.81
2014Detailed filing. Detailed filing data is available for this year.$10.4$5.50$4.92$13.8$12.0$1.77
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.32$5.21$3.11$12.1
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.79$5.16$0.63$11.9
2011Summary only. Only limited summary data is available for this year.$4.32$5.15$0.83$11.6$11.4$0.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.90$6.91$1.01$14.6