Civic Intelligence

Siu Pacific District Supplemental Benefits Fund Inc

990 • Fiscal year 2016 • EIN 94-1431246

Aug 01, 2015 to Jul 31, 2016 • Filed on Apr 24, 2017

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

94th percentile

0.88x

Higher debt load relative to assets than 94% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

81st percentile

0.26x

Higher debt load relative to revenue than 81% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Net Margin

47th percentile

1.6%

Higher net margin than 47% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

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.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Asset Growth

84th percentile

18%

Faster asset growth than 84% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

53rd percentile

5.1%

Faster revenue growth than 53% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Assets

Up

$4,037,299

Up $622,437 (+18%) from 2015

Net Assets

Up

$486,181

Up $208,329 (+75%) from 2015

Liabilities

Up

$3,551,118

Up $414,108 (+13%) from 2015

Revenue

Up

$13,427,051

Up $655,951 (+5.1%) from 2015

Expenses

Up

$13,216,549

Up $686,505 (+5.5%) from 2015

Net Income

Down

$210,502

Down $30,554 (-13%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$4,037,299
Liabilities$3,551,118
Net Assets$486,181

Operations Trend

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

2016

Revenue$13,427,051
Expenses$13,216,549
Net Income$210,502
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Apr 24, 2017
Return Version
2015v3.0
Gross Receipts
$13,427,051
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$1,877,966$1,473,123▼ $404,843
Accounts Receivable$1,280,535$1,440,919▲ $160,384
Investments in Publicly Traded Securities$152,607$909,849▲ $757,242
Rtn Earn Endowment Incm Other Fnds$277,852$486,181▲ $208,329
Cash and Non-Interest-Bearing Accounts$83,131$190,885▲ $107,754
Land, Buildings, and Equipment, Net$12,772$15,690▲ $2,918
Prepaid Expenses and Deferred Charges$7,851$6,833▼ $1,018
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,414,862$4,037,299▲ $622,437
Liabilities
Other Liabilities$3,111,341$3,535,733▲ $424,392
Accounts Payable and Accrued Expenses$25,669$15,385▼ $10,284
Total Liabilities$3,137,010$3,551,118▲ $414,108
Net Assets / Fund Balance
Total Net Assets Fund Balance$277,852$486,181▲ $208,329
Total Liabilities and Net Assets / Fund Balance$3,414,862$4,037,299▲ $622,437

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$15,690$30,404$46,094
Compensation and Service Providers

Employees

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

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$13,413,306
Investment Income
$13,745
Other Revenue
$0
Change in Net Assets
$210,502

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,417,534
Revenue Not Reported on Financial Statements
$9,517
Revenue Not Reported on Form 990
$-2,173
Total Revenue per Audited Statements
$13,415,361
Total Revenue per Form 990
$13,427,051
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$228,109
Other Expenses$126,529
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$12,861,911
Other Salaries and Wages---$159,851
Occupancy---$37,387
Other Employee Benefits---$32,242
Pension Plan Contributions---$23,748
Office Expenses---$22,648
Fees for Services Management---$18,000
Fees for Services Accounting---$15,262
Payroll Taxes---$12,268
Fees for Service Investment Mgmnt Fees---$9,517
Insurance---$7,038
Information Technology---$3,874
Fees for Services Legal---$3,315
Other Expenses---$1,941
Fees for Services Other---$1,756
Travel---$1,457
Depreciation Depletion---$1,289
Total Functional Expenses$0$0$0$13,216,549

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$13,216,549
Expenses per Audited Statements$12,782,640
Total Expenses per Audited Statements$12,782,640
Expenses Not Reported on Financial Statements$433,909
Other Expense Adjustments$424,392
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$3,535,733
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
2017-04-24
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
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, 2016, 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 2013.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Change in benefit obligations 424,392.

Raw XML AppendixShowing 400 of 443 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/BOYAmt025669
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt015385
IRS990/AccountsReceivableGrp/BOYAmt01280535
IRS990/AccountsReceivableGrp/EOYAmt01440919
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE VACATION BENEFITS
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt012861911
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MS MICHELLE CHANG
IRS990/BooksInCareOfDetail/PhoneNum04157644990
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0730 HARRISON STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN FRANCISCO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094107
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt083131
IRS990/CashNonInterestBearingGrp/EOYAmt0190885
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt012861911
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt013745
IRS990/CYOtherExpensesAmt0126529
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt013413306
IRS990/CYRevenuesLessExpensesAmt0210502
IRS990/CYSalariesCompEmpBnftPaidAmt0228109
IRS990/CYTotalExpensesAmt013216549
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt013427051
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt01289
IRS990/Desc0PROVIDED VACATION BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt06
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt015262
IRS990/FeesForServicesLegalGrp/TotalAmt03315
IRS990/FeesForServicesManagementGrp/TotalAmt018000
IRS990/FeesForServicesOtherGrp/TotalAmt01756
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt09517
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0THOMAS PERCIVAL
IRS990/Form990PartVIISectionAGrp/PersonNm1GUNNAR LUNDEBERG
IRS990/Form990PartVIISectionAGrp/PersonNm2ANTHONY POPLAWSKI
IRS990/Form990PartVIISectionAGrp/PersonNm3NICHOLAS MARRONE
IRS990/Form990PartVIISectionAGrp/PersonNm4ROBERT STEPHENS
IRS990/Form990PartVIISectionAGrp/PersonNm5SEE SCHEDULE O FOR COMPENSATION
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt51
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5PAID BY RELATED ORGANIZATION
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01959
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt013427051
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt03874
IRS990/InsuranceGrp/TotalAmt07038
IRS990/InvestmentIncomeGrp/ExclusionAmt013745
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt013745
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0152607
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0909849
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt030404
IRS990/LandBldgEquipBasisNetGrp/BOYAmt012772
IRS990/LandBldgEquipBasisNetGrp/EOYAmt015690
IRS990/LandBldgEquipCostOrOtherBssAmt046094
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE VACATION BENEFITS TO ELIGIBLE PARTICIPANTS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0277852
IRS990/NetAssetsOrFundBalancesEOYAmt0486181
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-2173
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt037387
IRS990/OfficeExpensesGrp/TotalAmt022648
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt032242
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc1FIELD EXPENSES
IRS990/OtherExpensesGrp/TotalAmt03045
IRS990/OtherExpensesGrp/TotalAmt11941
IRS990/OtherLiabilitiesGrp/BOYAmt03111341
IRS990/OtherLiabilitiesGrp/EOYAmt03535733
IRS990/OtherSalariesAndWagesGrp/TotalAmt0159851
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt012268
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt023748
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07851
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06833
IRS990/PrincipalOfficerNm0GUNNAR LUNDEBERG
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1OTHER INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt013411616
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11690
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt013411616
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11690
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt012186309
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01519
IRS990/PYOtherExpensesAmt0117625
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt012769581
IRS990/PYRevenuesLessExpensesAmt0241056
IRS990/PYSalariesCompEmpBnftPaidAmt0226110
IRS990/PYTotalExpensesAmt012530044
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt012771100
IRS990/ReconcilationRevenueExpnssAmt0210502
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0277852
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0486181
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01877966
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01473123
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt015690
IRS990ScheduleD/EquipmentGrp/DepreciationAmt030404
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt046094
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0433909
IRS990ScheduleD/ExpensesSubtotalAmt012782640
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt09517
IRS990ScheduleD/InvestmentExpensesNotIncldAmt09517
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-2173
IRS990ScheduleD/OtherExpensesNotIncludedAmt0424392
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03535733
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS INCURRED BUT NOT REPORTED
IRS990ScheduleD/RevenueNotReportedAmt0-2173
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt09517
IRS990ScheduleD/RevenueSubtotalAmt013417534
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF JULY 31, 2016, 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 2013.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFIT OBLIGATIONS 424,392.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt015690
IRS990ScheduleD/TotalExpensesPerForm990Amt013216549
IRS990ScheduleD/TotalLiabilityAmt03535733
IRS990ScheduleD/TotalRevenuePerForm990Amt013427051
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt013415361
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt012782640
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/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0201760878
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1940662400
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN2911862237
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt1C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt2C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0MD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd2CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0SHIPPING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1SHIPPING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt2SHIPPING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0AMERICAN PRESIDENTIAL LINES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1MATSON NAVIGATION COMPANY INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2AMERICAN SHIP MANAGEMENT LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt06901 ROCKLEDGE DRIVE SUITE 200
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt1555 12TH STREET SUITE 700
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt21320 WILLOW PASS ROAD SUITE 485
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0BETHESDA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm1OAKLAND
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm2CONCORD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0MD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd2CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd020807
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd194607
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd294520
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/InvolvedAmt0443475
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt185848
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/TransactionTypeTxt0O
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1O
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03414862
IRS990/TotalAssetsEOYAmt04037299
IRS990/TotalAssetsGrp/BOYAmt03414862
IRS990/TotalAssetsGrp/EOYAmt04037299
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/TotalAmt013216549
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03137010
IRS990/TotalLiabilitiesEOYAmt03551118
IRS990/TotalLiabilitiesGrp/BOYAmt03137010
IRS990/TotalLiabilitiesGrp/EOYAmt03551118
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0277852
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0486181
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt013413306
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt013745
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt013413306
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt013427051
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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