Civic Intelligence

North Coast Trust Fund

990 • Fiscal year 2022 • EIN 94-1672782

Jul 01, 2021 to Jun 30, 2022 • Filed on Apr 16, 2023

Organization ProfileN/A

View Organization Page

1141 Harbor Bay Pkwy Ste 100Alameda, CA 94502

(415) 546-7800

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.10x

Higher debt load relative to assets than 63% of similar nonprofits.

2022 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

62nd percentile

0.11x

Higher debt load relative to revenue than 62% of similar nonprofits.

2022 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2022

Net Margin

65th percentile

10%

Higher net margin than 65% of similar nonprofits.

2022 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

81st percentile

$225,612

Higher top officer pay than 81% of similar nonprofits.

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

2022 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2022

Asset Growth

61st percentile

-1.6%

Faster asset growth than 61% of similar nonprofits.

2022 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

31st percentile

-6.4%

Faster revenue growth than 31% of similar nonprofits.

2022 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$32,567,269

Down $527,967 (-1.6%) from 2021

Net Assets

Down

$29,386,635

Down $15,197 (-0.1%) from 2021

Liabilities

Down

$3,180,634

Down $512,770 (-14%) from 2021

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin65th percentile

Revenue

Down

$29,313,482

Down $2,015,497 (-6.4%) from 2021

Expenses

Down

$26,316,344

Down $555,922 (-2.1%) from 2021

Net Income

Down

$2,997,138

Down $1,459,575 (-33%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2022

Assets$32,567,269
Liabilities$3,180,634
Net Assets$29,386,635
Open 2022 Filing

Operations Trend

Revenue Growth31st 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

2022

Revenue$29,313,482
Expenses$26,316,344
Net Income$2,997,138
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Apr 16, 2023
Return Version
2021v4.2
Gross Receipts
$48,509,589
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$29,401,832$29,386,635▼ $15,197
Investments in Publicly Traded Securities$23,837,891$22,475,261▼ $1,362,630
Cash and Non-Interest-Bearing Accounts$5,011,377$8,045,854▲ $3,034,477
Accounts Receivable$2,609,601$2,023,811▼ $585,790
Prepaid Expenses and Deferred Charges$1,636,367$22,343▼ $1,614,024
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$0→ $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$33,095,236$32,567,269▼ $527,967
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$3,403,531$3,056,076▼ $347,455
Accounts Payable and Accrued Expenses$289,873$124,558▼ $165,315
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$3,693,404$3,180,634▼ $512,770
Net Assets / Fund Balance
Total Net Assets Fund Balance$29,401,832$29,386,635▼ $15,197
Total Liabilities and Net Assets / Fund Balance$33,095,236$32,567,269▼ $527,967
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Jeffery HopkinsTrustee, Co-chair
Rafael a MirandaTrustee, Co-chair
Michael YatesTrustee
Richard LewisTrustee
Richard MurphyTrustee
Veronica AnginTrustee
Manuel SoaresTrustee, Alternate

Highest Paid Contractors

ContractorServicesLocationCompensation
Zenith American SolutionsAdministration Fees221 MAIN ST STE 250, San Francisco, CA 94105$479,460
Rael LetsonConsulting2929 CAMPUS DR STE 400, San Mateo, CA 94403$105,737
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$28,333,111
Investment Income
$965,986
Other Revenue
$14,385
Change in Net Assets
$2,997,138

Audited Revenue Reconciliation

Revenue per Audited Statements
$29,313,482
Revenue Not Reported on Form 990
$-3,012,335
Total Revenue per Audited Statements
$26,301,147
Total Revenue per Form 990
$29,313,482
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,036,827
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---$25,279,517
Fees for Services Management---$479,460
Fees for Services Other---$225,653
Fees for Services Accounting---$94,890
Fees for Service Investment Mgmnt Fees---$85,251
Fees for Services Legal---$63,569
Office Expenses---$37,370
Insurance---$25,077
Conferences and Meetings---$23,945
Other Expenses---$1,612
Total Functional Expenses$0$0$0$26,316,344

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$26,663,799
Total Expenses per Audited Statements$26,663,799
Total Expenses per Form 990$26,316,344
Expenses Not Reported on Financial Statements$-347,455
Other Expense Adjustments$-347,455
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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$3,056,076
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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 8B:

“The plan does not have a committee 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-chair signs.”

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.”

PART VII, SECTION A:

“Reportable compensation and estimated amounts of other compensation from the related organizations for michael yates represents amounts that were received in 2020.”

Filing and Contact Details

Filer

Filer Name
North Coast Trust Fund
EIN
94-1672782
In Care Of
% ZENITH AMERICAN SOLUTIONS
Phone
4155467800
Address
1141 HARBOR BAY PKWY STE 100, ALAMEDA, CA 94502

Signing Officer

Name
Jeffery B Hopkins
Title
Chairman
Phone
4155467800
Signed
2023-04-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffery Hopkins
Formed
1959
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
600 STEWART ST STE 618, SEATTLE, WA 98101-1261
Preparer
Catalina Kirby
Phone
2065963930
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the plan and recognize a tax liability if the Plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

PART XII, LINE 4B:

“Change in benefit obligations.”

Raw XML AppendixShowing 400 of 461 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/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE WELFARE BENEFITS FOR ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt029401832
IRS990/NetAssetsOrFundBalancesEOYAmt029386635
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt095100
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt095100
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-3012335
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt037370
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0PCORI FEE
IRS990/OtherExpensesGrp/TotalAmt01612
IRS990/OtherLiabilitiesGrp/BOYAmt03403531
IRS990/OtherLiabilitiesGrp/EOYAmt03056076
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0COBRA SUBSIDY
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt014385
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt014385
IRS990/OtherRevenueTotalAmt014385
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
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IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01636367
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt022343
IRS990/PrincipalOfficerNm0JEFFERY HOPKINS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT AND RETIREE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt027770587
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1562524
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt027770587
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1562524
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt025978650
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02025442
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0893616
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt029303537
IRS990/PYRevenuesLessExpensesAmt04456713
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt026872266
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt031328979
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt02997138
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/BOYAmt029401832
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt029386635
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-347455
IRS990ScheduleD/ExpensesSubtotalAmt026663799
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-3012335
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-347455
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03056076
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/RevenueNotReportedAmt0-3012335
IRS990ScheduleD/RevenueSubtotalAmt029313482
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the plan and recognize a tax liability if the Plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFIT OBLIGATIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B:
IRS990ScheduleD/TotalExpensesPerForm990Amt026316344
IRS990ScheduleD/TotalLiabilityAmt03056076
IRS990ScheduleD/TotalRevenuePerForm990Amt029313482
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt026301147
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt026663799
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0153869
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt037771
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt033972
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MICHAEL YATES
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0225612
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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-CHAIR SIGNS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AT 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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/ExplanationTxt4REPORTABLE COMPENSATION AND ESTIMATED AMOUNTS OF OTHER COMPENSATION FROM THE RELATED ORGANIZATIONS FOR MICHAEL YATES REPRESENTS AMOUNTS THAT WERE RECEIVED IN 2020.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, LINE 8B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, LINE 12C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VII, SECTION A:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE PART VII - SUPPLEMENTAL INFORMATION
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE PART VII-SUPPLEMENTAL INFORMATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0TEAMSTERS LOCAL 665
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SEE PART VII - SUPPLEMENTAL INFORMATION
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS TAXABLE AS A PARTNERSHIP, CORPORATION OR TRUST: THE ADMINISTRATIVE OFFICE DOES NOT MAINTAIN THIS INFORMATION FOR THE PLAN'S CONTRIBUTING EMPLOYERS. PLEASE CONTACT THE ADMINISTRATIVE OFFICE IF YOU HAVE ANY QUESTIONS.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0PARTS II, III AND IV -
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt033095236
IRS990/TotalAssetsEOYAmt032567269
IRS990/TotalAssetsGrp/BOYAmt033095236
IRS990/TotalAssetsGrp/EOYAmt032567269
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt026316344

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,567,269
Liabilities
$3,180,634
Net assets
$29,386,635
Revenue
$29,313,482
Expenses
$26,316,344
Net income
$2,997,138
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