Civic Intelligence

North Coast Trust Fund

990 • Fiscal year 2015 • EIN 94-1672782

Jul 01, 2014 to Jun 30, 2015 • Filed on May 02, 2016

Organization ProfileN/A

View Organization Page

221 Main St Ste 250San Francisco, CA 94105

(415) 546-7800

Siviq Scores

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

Liabilities / Assets

75th percentile

0.18x

Higher debt load relative to assets than 75% of similar nonprofits.

2015 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2015

Liabilities / Revenue

68th percentile

0.12x

Higher debt load relative to revenue than 68% of similar nonprofits.

2015 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2015

Net Margin

52nd percentile

4.7%

Higher net margin than 52% of similar nonprofits.

2015 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2015

Top Officer Pay

69th percentile

$184,406

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2015 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2015

Asset Growth

42nd percentile

-0.3%

Faster asset growth than 42% of similar nonprofits.

2015 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Revenue Growth

81st percentile

14%

Faster revenue growth than 81% of similar nonprofits.

2015 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$15,515,980

Down $43,411 (-0.3%) from 2014

Net Assets

Down

$12,688,682

Down $131,511 (-1.0%) from 2014

Liabilities

Up

$2,827,298

Up $88,100 (+3.2%) from 2014

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin52nd percentile

Revenue

Up

$24,048,077

Up $3,032,660 (+14%) from 2014

Expenses

Up

$22,927,508

Up $2,617,498 (+13%) from 2014

Net Income

Up

$1,120,569

Up $415,162 (+59%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$40M$30M$20M$10M$0Assets 2011: $13,022,097Liabilities 2011: $2,106,947Net Assets 2011: $10,915,1502011Assets 2012: $13,829,682Liabilities 2012: $2,040,019Net Assets 2012: $11,789,6632012Assets 2013: $13,974,073Liabilities 2013: $2,195,772Net Assets 2013: $11,778,3012013Assets 2014: $15,559,391Liabilities 2014: $2,739,198Net Assets 2014: $12,820,1932014Assets 2015: $15,515,980Liabilities 2015: $2,827,298Net Assets 2015: $12,688,6822015Assets 2016: $16,757,932Liabilities 2016: $2,700,137Net Assets 2016: $14,057,7952016Assets 2017: $19,527,241Liabilities 2017: $2,614,214Net Assets 2017: $16,913,0272017Assets 2018: $22,875,233Liabilities 2018: $2,778,718Net Assets 2018: $20,096,5152018Assets 2019: $26,435,779Liabilities 2019: $2,890,992Net Assets 2019: $23,544,7872019Assets 2020: $27,687,603Liabilities 2020: $2,936,322Net Assets 2020: $24,751,2812020Assets 2021: $33,095,236Liabilities 2021: $3,693,404Net Assets 2021: $29,401,8322021Assets 2022: $32,567,269Liabilities 2022: $3,180,634Net Assets 2022: $29,386,6352022Assets 2023: $36,288,352Liabilities 2023: $4,665,072Net Assets 2023: $31,623,2802023Assets 2024: $36,635,625Liabilities 2024: $3,257,551Net Assets 2024: $33,378,0742024

Highlighted filing

2015

Assets$15,515,980
Liabilities$2,827,298
Net Assets$12,688,682
Open 2015 Filing

Operations Trend

Revenue Growth81st percentile

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

$40M$30M$20M$10M$0-$10MRevenue 2011: $18,122,446Expenses 2011: $17,730,217Net Income 2011: $392,2292011Revenue 2012: $18,841,385Expenses 2012: $18,072,035Net Income 2012: $769,3502012Revenue 2013: $18,801,461Expenses 2013: $19,051,132Net Income 2013: -$249,6712013Revenue 2014: $21,015,417Expenses 2014: $20,310,010Net Income 2014: $705,4072014Revenue 2015: $24,048,077Expenses 2015: $22,927,508Net Income 2015: $1,120,5692015Revenue 2016: $24,053,954Expenses 2016: $22,592,027Net Income 2016: $1,461,9272016Revenue 2017: $25,926,286Expenses 2017: $23,647,929Net Income 2017: $2,278,3572017Revenue 2018: $26,343,720Expenses 2018: $23,348,234Net Income 2018: $2,995,4862018Revenue 2019: $28,163,762Expenses 2019: $25,071,997Net Income 2019: $3,091,7652019Revenue 2020: $27,113,842Expenses 2020: $25,748,695Net Income 2020: $1,365,1472020Revenue 2021: $31,328,979Expenses 2021: $26,872,266Net Income 2021: $4,456,7132021Revenue 2022: $29,313,482Expenses 2022: $26,316,344Net Income 2022: $2,997,1382022Revenue 2023: $29,982,023Expenses 2023: $28,578,348Net Income 2023: $1,403,6752023Revenue 2024: $29,825,102Expenses 2024: $29,828,068Net Income 2024: -$2,9662024

Highlighted filing

2015

Revenue$24,048,077
Expenses$22,927,508
Net Income$1,120,569
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 2, 2016
Return Version
2014v6.0
Gross Receipts
$60,060,502
Mission and Program Overview

Mission

To provide welfare benefits for eligible employees and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$12,820,193$12,688,682▼ $131,511
Investments in Publicly Traded Securities$12,795,132$12,592,311▼ $202,821
Accounts Receivable$1,774,180$2,387,325▲ $613,145
Cash and Non-Interest-Bearing Accounts$962,017$512,583▼ $449,434
Prepaid Expenses and Deferred Charges$28,062$23,761▼ $4,301
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$15,559,391$15,515,980▼ $43,411
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$2,626,432$2,717,427▲ $90,995
Accounts Payable and Accrued Expenses$112,766$109,871▼ $2,895
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$2,739,198$2,827,298▲ $88,100
Net Assets / Fund Balance
Total Net Assets Fund Balance$12,820,193$12,688,682▼ $131,511
Total Liabilities and Net Assets / Fund Balance$15,559,391$15,515,980▼ $43,411
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleOtherTotal
David RodriguesTrustee$131,356$131,356

Board Members and Trustees

NameTitle
Jeffrey HopkinsTrustee, Co-chair
Rafael a MirandaTrustee, Co-chair
Erine YatesTrustee
Michael YatesTrustee
Richard MurphyTrustee
Sylvia ProcterTrustee
angel fernandeztrustee (p)
philip ybarrolazatrustee (p)
Manuel SoaresTrustee, Alternate

Highest Paid Contractors

ContractorServicesLocationCompensation
Zenith American SolutionsAdministration Fees221 MAIN ST STE 250, San Francisco, CA 94105$427,855
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$21,576,115
Investment Income
$1,161,980
Other Revenue
$1,309,982
Change in Net Assets
$1,120,569

Audited Revenue Reconciliation

Revenue per Audited Statements
$24,048,077
Revenue Not Reported on Form 990
$-1,252,080
Total Revenue per Audited Statements
$22,795,997
Total Revenue per Form 990
$24,048,077
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$804,858
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$22,122,650
Fees for Services Management---$427,855
Fees for Services Other---$111,882
Fees for Services Accounting---$95,563
Fees for Services Legal---$60,547
Office Expenses---$38,443
Other Expenses---$28,161
Conferences and Meetings---$21,973
Insurance---$18,501
Total Functional Expenses$0$0$0$22,927,508

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$22,927,508
Expenses per Audited Statements$22,836,513
Total Expenses per Audited Statements$22,836,513
Expenses Not Reported on Financial Statements$90,995
Other Expense Adjustments$90,995
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
Insider Transactions and Loans

Loans and Receivables

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

Other Reported Liabilities

LiabilityAmount
Benefit Obligations$2,717,427
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

part VI, line 2:

“trustees michael yates and erine yates have a family relationship. PART VI, LINE 8B: THE PLAN DOES NOT HAVE COMMITTEEs WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. PART VI, LINE 11B: THE FORM 990 IS PREPARED BY THE PLAN'S CPA WHO SUBMITS IT TO THE PLAN ADMINISTRATOR; THE ADMINISTRATOR EMAILS IT TO THE TRUSTEES FOR THEIR REVIEW BEFORE THE CO-CHAIRS SIGN. part vi, line 12C: AT LEAST ONCE ANNUALLY, TRUSTEES AND OTHER INDIVIDUALS WILL BE ASKED TO DISCLOSE IN WRITING ANY RELATIONSHIPS OR INTERESTS THAT COULD GIVE RISE TO A CONFLICT. PART VI, LINE 19: THE PLAN MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS UPON REQUEST. A FORM 5500 ANNUAL RETURN/REPORT OF EMPLOYER BENEFIT PLAN IS FILED ANNUALLY WITH THE DEPARTMENT OF LABOR; THIS REPORT IS AVAILABLE ON THEIR WEBSITE.”

Filing and Contact Details

Filer

Filer Name
North Coast Trust Fund
EIN
94-1672782
In Care Of
% ZENITH AMERICAN SOLUTIONS
Phone
4155467800
Address
221 MAIN ST STE 250, SAN FRANCISCO, CA 94105

Signing Officer

Name
rafael miranda
Title
trustee
Phone
4155467800
Signed
2016-05-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey Hopkins
Formed
1959
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
44 MONTGOMERY ST STE 3701, SAN FRANCISCO, CA 94104-4831
Preparer
miller kaplan arase llp
Phone
4159563600
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The plan has adopted guidance on accounting for uncertainty in income taxes issued by the financial accounting standards board. The plan administrator believes that the plan has taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance. The plan administrator believes the plan is no longer subject to income tax examinations for years prior to 2011.”

PART XII, LINE 4B:

“Change in benefit obligations.”

Raw XML AppendixShowing 400 of 492 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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IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE WELFARE BENEFITS FOR ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS.
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0666609
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1252080
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IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt038443
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0PCORI FEE
IRS990/OtherExpensesGrp/Desc1REINSURANCE FEE
IRS990/OtherExpensesGrp/TotalAmt01933
IRS990/OtherExpensesGrp/TotalAmt128161
IRS990/OtherLiabilitiesGrp/BOYAmt02626432
IRS990/OtherLiabilitiesGrp/EOYAmt02717427
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IRS990/OtherRevenueMiscGrp/Desc0STOP-LOSS REIMBURSEMENTS
IRS990/OtherRevenueMiscGrp/Desc1ULLICO PREMIUM DIVIDEND
IRS990/OtherRevenueMiscGrp/Desc2LIQUIDATED DAMAGES AND INTEREST
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01281157
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt128132
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt2693
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01281157
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt128132
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2693
IRS990/OtherRevenueTotalAmt01309982
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
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IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt028062
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt023761
IRS990/PrincipalOfficerNm0JEFFREY HOPKINS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
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IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT AND RETIREE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt021041554
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1534561
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt021041554
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1534561
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt019584767
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0521608
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0725243
IRS990/PYOtherRevenueAmt0168822
IRS990/PYProgramServiceRevenueAmt020324987
IRS990/PYRevenuesLessExpensesAmt0705407
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt020310010
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt021015417
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
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IRS990/ReconcilationRevenueExpnssAmt01120569
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt012820193
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt012688682
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt090995
IRS990ScheduleD/ExpensesSubtotalAmt022836513
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-1252080
IRS990ScheduleD/OtherExpensesNotIncludedAmt090995
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02717427
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/RevenueNotReportedAmt0-1252080
IRS990ScheduleD/RevenueSubtotalAmt024048077
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN HAS ADOPTED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. THE PLAN ADMINISTRATOR BELIEVES THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2011.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFIT OBLIGATIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B:
IRS990ScheduleD/TotalExpensesPerForm990Amt022927508
IRS990ScheduleD/TotalLiabilityAmt02717427
IRS990ScheduleD/TotalRevenuePerForm990Amt024048077
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt022795997
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt022836513
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0117677
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt020549
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt043334
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt02846
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0RAFAEL A MIRANDA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE, CO-CHAIR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0184406
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0trustees michael yates and erine yates have a family relationship. PART VI, LINE 8B: THE PLAN DOES NOT HAVE COMMITTEEs WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. PART VI, LINE 11B: THE FORM 990 IS PREPARED BY THE PLAN'S CPA WHO SUBMITS IT TO THE PLAN ADMINISTRATOR; THE ADMINISTRATOR EMAILS IT TO THE TRUSTEES FOR THEIR REVIEW BEFORE THE CO-CHAIRS SIGN. part vi, line 12C: AT LEAST ONCE ANNUALLY, TRUSTEES AND OTHER INDIVIDUALS WILL BE ASKED TO DISCLOSE IN WRITING ANY RELATIONSHIPS OR INTERESTS THAT COULD GIVE RISE TO A CONFLICT. PART VI, LINE 19: THE PLAN MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS UPON REQUEST. A FORM 5500 ANNUAL RETURN/REPORT OF EMPLOYER BENEFIT PLAN IS FILED ANNUALLY WITH THE DEPARTMENT OF LABOR; THIS REPORT IS AVAILABLE ON THEIR WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0part vi, line 2:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt2NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt3NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt4NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt5NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt6NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt7NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt8NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt9NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt10NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt11NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt12NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt13NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt14na
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0HUNT & BEHRENS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1ALSCO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2ANGELICA TEXTILE SERVICES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3FROZEN FRESH FOODS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4CLOVER-STORNETTA FARMS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5GOLDEN STATE LUMBER INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6LACE HOUSE LINEN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7M BROCCO & SONS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8MANZANA PRODUCTS CO INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9RELIABLE CRANE & RIGGING INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt10PRECISION CRANE SERVICE INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt11SHAMROCK MATERIALS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt12UPS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt13VELLA CHEESE COMPANY OF CALIFORNIA INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt14ZENITH AMERICAN SOLUTIONS INC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0YOUNG'S MKT CO LLC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$15,515,980
Liabilities
$2,827,298
Net assets
$12,688,682
Revenue
$24,048,077
Expenses
$22,927,508
Net income
$1,120,569
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$36.6$3.26$33.4$29.8$29.8$0.00
2023Detailed filing. Detailed filing data is available for this year.$36.3$4.67$31.6$30.0$28.6$1.40
2022Detailed filing. Detailed filing data is available for this year.$32.6$3.18$29.4$29.3$26.3$3.00
2021Detailed filing. Detailed filing data is available for this year.$33.1$3.69$29.4$31.3$26.9$4.46
2020Detailed filing. Detailed filing data is available for this year.$27.7$2.94$24.8$27.1$25.7$1.37
2019Detailed filing. Detailed filing data is available for this year.$26.4$2.89$23.5$28.2$25.1$3.09
2018Detailed filing. Detailed filing data is available for this year.$22.9$2.78$20.1$26.3$23.3$3.00
2017Detailed filing. Detailed filing data is available for this year.$19.5$2.61$16.9$25.9$23.6$2.28
2016Detailed filing. Detailed filing data is available for this year.$16.8$2.70$14.1$24.1$22.6$1.46
2015Detailed filing. Detailed filing data is available for this year.$15.5$2.83$12.7$24.0$22.9$1.12
2014Summary only. Only limited summary data is available for this year.$15.6$2.74$12.8$21.0$20.3$0.71
2013Summary only. Only limited summary data is available for this year.$14.0$2.20$11.8$18.8$19.1$0.25
2012Summary only. Only limited summary data is available for this year.$13.8$2.04$11.8$18.8$18.1$0.77
2011Summary only. Only limited summary data is available for this year.$13.0$2.11$10.9$18.1$17.7$0.39
Peer Organizations

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