Civic Intelligence

Siu Pacific District Supplemental Benefits Fund Inc

990 • Fiscal year 2015 • EIN 94-1431246

Aug 01, 2014 to Jul 31, 2015 • Filed on Apr 08, 2016

Organization ProfileN/A

View Organization Page

730 Harrison Street No 400San Francisco, CA 94107

(415) 764-4990

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.92x

Higher debt load relative to assets than 93% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

80th percentile

0.25x

Higher debt load relative to revenue than 80% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Net Margin

49th percentile

1.9%

Higher net margin than 49% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

48th percentile

$1

Higher top officer pay than 48% of similar nonprofits.

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

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Asset Growth

88th percentile

23%

Faster asset growth than 88% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

93rd percentile

32%

Faster revenue growth than 93% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$3,414,862

Up $640,577 (+23%) from 2014

Net Assets

Up

$277,852

Up $241,109 (+656%) from 2014

Liabilities

Up

$3,137,010

Up $399,468 (+15%) from 2014

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin49th percentile

Revenue

Up

$12,771,100

Up $3,113,420 (+32%) from 2014

Expenses

Up

$12,530,044

Up $3,075,831 (+33%) from 2014

Net Income

Up

$241,056

Up $37,589 (+18%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$10M$5.0M$0-$5.0MAssets 2011: $1,997,464Liabilities 2011: $2,267,479Net Assets 2011: -$270,0152011Assets 2012: $2,112,291Liabilities 2012: $2,411,907Net Assets 2012: -$299,6162012Assets 2013: $2,055,455Liabilities 2013: $2,222,201Net Assets 2013: -$166,7462013Assets 2014: $2,774,285Liabilities 2014: $2,737,542Net Assets 2014: $36,7432014Assets 2015: $3,414,862Liabilities 2015: $3,137,010Net Assets 2015: $277,8522015Assets 2016: $4,037,299Liabilities 2016: $3,551,118Net Assets 2016: $486,1812016Assets 2017: $4,236,068Liabilities 2017: $3,396,137Net Assets 2017: $839,9312017Assets 2018: $5,076,856Liabilities 2018: $3,878,413Net Assets 2018: $1,198,4432018Assets 2019: $5,376,952Liabilities 2019: $3,765,896Net Assets 2019: $1,611,0562019Assets 2020: $6,084,111Liabilities 2020: $4,400,670Net Assets 2020: $1,683,4412020Assets 2021: $6,680,887Liabilities 2021: $4,519,292Net Assets 2021: $2,161,5952021Assets 2022: $6,292,709Liabilities 2022: $4,513,199Net Assets 2022: $1,779,5102022Assets 2023: $6,883,240Liabilities 2023: $4,624,686Net Assets 2023: $2,258,5542023Assets 2024: $7,970,729Liabilities 2024: $5,145,287Net Assets 2024: $2,825,4422024

Highlighted filing

2015

Assets$3,414,862
Liabilities$3,137,010
Net Assets$277,852
Open 2015 Filing

Operations Trend

Revenue Growth93rd percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $8,527,044Expenses 2011: $8,885,385Net Income 2011: -$358,3412011Revenue 2012: $9,486,188Expenses 2012: $9,524,513Net Income 2012: -$38,3252012Revenue 2013: $9,508,103Expenses 2013: $9,375,747Net Income 2013: $132,3562013Revenue 2014: $9,657,680Expenses 2014: $9,454,213Net Income 2014: $203,4672014Revenue 2015: $12,771,100Expenses 2015: $12,530,044Net Income 2015: $241,0562015Revenue 2016: $13,427,051Expenses 2016: $13,216,549Net Income 2016: $210,5022016Revenue 2017: $13,643,033Expenses 2017: $13,271,626Net Income 2017: $371,4072017Revenue 2018: $14,192,342Expenses 2018: $13,827,067Net Income 2018: $365,2752018Revenue 2019: $14,642,785Expenses 2019: $14,267,558Net Income 2019: $375,2272019Revenue 2020: $14,522,928Expenses 2020: $14,475,307Net Income 2020: $47,6212020Revenue 2021: $15,032,337Expenses 2021: $14,523,322Net Income 2021: $509,0152021Revenue 2022: $16,125,624Expenses 2022: $16,410,508Net Income 2022: -$284,8842022Revenue 2023: $15,609,531Expenses 2023: $15,179,876Net Income 2023: $429,6552023Revenue 2024: $18,833,378Expenses 2024: $18,333,136Net Income 2024: $500,2422024

Highlighted filing

2015

Revenue$12,771,100
Expenses$12,530,044
Net Income$241,056
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2014 to Jul 31, 2015
Signed
Apr 8, 2016
Return Version
2014v6.0
Gross Receipts
$12,771,100
Mission and Program Overview

Mission

To provide vacation benefits to eligible participants

To provide vacation benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,426,251$1,877,966▲ $451,715
Accounts Receivable$1,224,976$1,280,535▲ $55,559
Rtn Earn Endowment Incm Other Fnds$36,743$277,852▲ $241,109
Investments in Publicly Traded Securities-$152,607-
Cash and Non-Interest-Bearing Accounts$116,503$83,131▼ $33,372
Land, Buildings, and Equipment, Net$0$12,772▲ $12,772
Prepaid Expenses and Deferred Charges$6,555$7,851▲ $1,296
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,774,285$3,414,862▲ $640,577
Liabilities
Other Liabilities$2,726,030$3,111,341▲ $385,311
Accounts Payable and Accrued Expenses$11,512$25,669▲ $14,157
Total Liabilities$2,737,542$3,137,010▲ $399,468
Net Assets / Fund Balance
Total Net Assets Fund Balance$36,743$277,852▲ $241,109
Total Liabilities and Net Assets / Fund Balance$2,774,285$3,414,862▲ $640,577

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$12,772$27,696$40,468
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

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

Board Members and Trustees

NameTitle
Anthony PoplawskiTrustee
Gunnar LundebergTrustee
Nicholas MarroneTrustee
Robert StephensTrustee
Thomas PercivalTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$12,769,581
Investment Income
$1,519
Other Revenue
$0
Change in Net Assets
$241,056

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,761,819
Revenue Not Reported on Financial Statements
$9,281
Revenue Not Reported on Form 990
$53
Total Revenue per Audited Statements
$12,761,872
Total Revenue per Form 990
$12,771,100
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$226,110
Other Expenses$117,625
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$12,186,309
Other Salaries and Wages---$159,817
Other Employee Benefits---$32,412
Occupancy---$31,444
Pension Plan Contributions---$21,271
Fees for Services Management---$18,000
Office Expenses---$15,655
Fees for Services Accounting---$15,463
Payroll Taxes---$12,610
Fees for Service Investment Mgmnt Fees---$9,281
Information Technology---$6,486
Insurance---$6,471
Fees for Services Legal---$5,755
Travel---$2,177
Other Expenses---$2,119
Fees for Services Other---$1,730
Total Functional Expenses$0$0$0$12,530,044

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$12,530,044
Expenses per Audited Statements$12,135,452
Total Expenses per Audited Statements$12,135,452
Expenses Not Reported on Financial Statements$394,592
Other Expense Adjustments$385,311
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Claims Incurred But Not Reported$3,111,341
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
Yes
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 B, Line 11

“A copy of the form 990 was provided to the fund's attorney for review before it was signed and filed.”

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

“The plan's conflict-of-interest policy, which covers all plan employees, is constantly monitored by the administrator. The administrator is responsible for determining if a conflict exists and for resolving any conflicts. The administrator may solicit assistance from the board of trustees if warranted. The policy places no restrictions on the conflicted person.”

Form 990, Part VI, Section B, Line 15A

“The plan's administrator is employed under the terms of a contract. The contract is negotiated between the trustees and the administrator.”

Form 990, Part VI, Section C, Line 19

“The organization does not make its governing documents, conflict-of-interest policy or financial statements available to the public. Upon request, the organization makes its governing documents, conflict-of-interest policy and financial information available to the organization's participants.”

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

“Compensation paid to trustees employed by other related organizations is reported on the form 990 filed with the internal revenue service by the related tax-exempt organization. If you would like additional information, please contact the plan's administrator.”

Filing and Contact Details

Filer

Filer Name
Siu Pacific District Supplemental
EIN
94-1431246
Phone
4157644990
Address
730 HARRISON STREET NO 400, SAN FRANCISCO, CA 94107

Signing Officer

Name
Gunnar Lundeberg
Title
Trustee
Phone
4157644990
Signed
2016-04-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gunnar Lundeberg
Formed
1959
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
0
Employees
6
Volunteers
0

Preparer

Firm
Lindquist Llp
Address
5000 EXECUTIVE PARKWAY SUITE 400, SAN RAMON, CA 94583-4346
Preparer
Debbie Roessl Dimery
Phone
9252779100
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The board of trustees assumes responsibility for oversight of the audit and selection of an independent auditor. There has been no change in this process 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 july 31, 2015, there are no uncertain positions taken, or expected to be taken, that would require recognition of a liability or disclosure in the financial statements. The plan is subject to routine audits by the taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan's administrator believes it is no longer subject to income tax examinations for the fiscal years prior to 2012.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in benefit obligations 385,311.”

Raw XML AppendixShowing 400 of 430 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.

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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt09281
IRS990ScheduleD/RevenueSubtotalAmt012761819
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF JULY 31, 2015, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN'S ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2012.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFIT OBLIGATIONS 385,311.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt012772
IRS990ScheduleD/TotalExpensesPerForm990Amt012530044
IRS990ScheduleD/TotalLiabilityAmt03111341
IRS990ScheduleD/TotalRevenuePerForm990Amt012771100
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt012761872
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt012135452
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 WAS PROVIDED TO THE FUND'S ATTORNEY FOR REVIEW BEFORE IT WAS SIGNED AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PLAN'S CONFLICT-OF-INTEREST POLICY, WHICH COVERS ALL PLAN EMPLOYEES, IS CONSTANTLY MONITORED BY THE ADMINISTRATOR. THE ADMINISTRATOR IS RESPONSIBLE FOR DETERMINING IF A CONFLICT EXISTS AND FOR RESOLVING ANY CONFLICTS. THE ADMINISTRATOR MAY SOLICIT ASSISTANCE FROM THE BOARD OF TRUSTEES IF WARRANTED. THE POLICY PLACES NO RESTRICTIONS ON THE CONFLICTED PERSON.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PLAN'S ADMINISTRATOR IS EMPLOYED UNDER THE TERMS OF A CONTRACT. THE CONTRACT IS NEGOTIATED BETWEEN THE TRUSTEES AND THE ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. UPON REQUEST, THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL INFORMATION AVAILABLE TO THE ORGANIZATION'S PARTICIPANTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON THE FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE PLAN'S ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT AUDITOR. THERE HAS BEEN NO CHANGE IN THIS PROCESS FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII, SECTION A, LINE 1A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 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/PrimaryActivitiesTxt0SHIPPING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1SHIPPING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0AMERICAN PRESIDENTIAL LINES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1MATSON NAVIGATION COMPANY INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt06901 ROCKLEDGE DRIVE SUITE 200
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt1555 12TH STREET SUITE 700
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0BETHESDA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm1OAKLAND
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0MD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd020807
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/PrimaryActivitiesTxt0SHIPPING
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0PATRIOT
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt02175 N CALIFORNIA BLVD 1000
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0WALNUT CREEK
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd094596
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SIU PACIFIC DISTRICT PENSION FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SIU PACIFIC DISTRICT SEAFARERS' MEDICAL CENTER FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2SAILORS UNION OF THE PACIFIC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0946061923
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1942430964
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2940830150
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROVIDE PENSION BENEFITS FOR ELIGIBLE EMPLOYEES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1TO PROVIDE MEDICAL SCREENING FOR ELIGIBLE EMPLOYEES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2LABOR UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0730 HARRISON STREET 400
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1704 HARRISON STREET 400
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2450 HARRISON STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAN FRANCISCO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1SAN FRANCISCO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2SAN FRANCISCO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094107
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd194107
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd294105
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0413610
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt188302
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0BASED ON AGREEMENT
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1BASED ON AGREEMENT
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0SIU PACIFIC DISTRICT PENSION PLAN
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1SIU PACIFIC DISTRICT SEAFARERS' MEDICAL CENTER FUND
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0Q
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1Q
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02774285
IRS990/TotalAssetsEOYAmt03414862
IRS990/TotalAssetsGrp/BOYAmt02774285
IRS990/TotalAssetsGrp/EOYAmt03414862
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/TotalAmt012530044
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02737542
IRS990/TotalLiabilitiesEOYAmt03137010
IRS990/TotalLiabilitiesGrp/BOYAmt02737542
IRS990/TotalLiabilitiesGrp/EOYAmt03137010
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt036743
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0277852
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt012769581
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01519
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt012769581
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt012771100
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02774285
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03414862
IRS990/TotReportableCompRltdOrgAmt01
IRS990/TravelGrp/TotalAmt02177
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0450 HARRISON STREET
IRS990/USAddress/CityNm0SAN FRANCISCO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094105
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,414,862
Liabilities
$3,137,010
Net assets
$277,852
Revenue
$12,771,100
Expenses
$12,530,044
Net income
$241,056
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.97$5.15$2.83$18.8$18.3$0.50
2023Detailed filing. Detailed filing data is available for this year.$6.88$4.62$2.26$15.6$15.2$0.43
2022Detailed filing. Detailed filing data is available for this year.$6.29$4.51$1.78$16.1$16.4$0.28
2021Detailed filing. Detailed filing data is available for this year.$6.68$4.52$2.16$15.0$14.5$0.51
2020Detailed filing. Detailed filing data is available for this year.$6.08$4.40$1.68$14.5$14.5$0.05
2019Detailed filing. Detailed filing data is available for this year.$5.38$3.77$1.61$14.6$14.3$0.38
2018Detailed filing. Detailed filing data is available for this year.$5.08$3.88$1.20$14.2$13.8$0.37
2017Detailed filing. Detailed filing data is available for this year.$4.24$3.40$0.84$13.6$13.3$0.37
2016Detailed filing. Detailed filing data is available for this year.$4.04$3.55$0.49$13.4$13.2$0.21
2015Detailed filing. Detailed filing data is available for this year.$3.41$3.14$0.28$12.8$12.5$0.24
2014Summary only. Only limited summary data is available for this year.$2.77$2.74$0.04$9.66$9.45$0.20
2013Summary only. Only limited summary data is available for this year.$2.06$2.22$0.17$9.51$9.38$0.13
2012Summary only. Only limited summary data is available for this year.$2.11$2.41$0.30$9.49$9.52$0.04
2011Summary only. Only limited summary data is available for this year.$2.00$2.27$0.27$8.53$8.89$0.36