Civic Intelligence

Furniture & Industrial Carpenters Health Trust

990 • Fiscal year 2018 • EIN 94-2621654

Jun 01, 2017 to May 31, 2018 • Filed on Apr 05, 2019

Organization ProfileN/A

View Organization Page

1731 Technology Drive No 570San Jose, CA 95110

(408) 588-3768

Siviq Scores

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

Liabilities / Assets

80th percentile

0.25x

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

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

78th percentile

0.14x

Higher debt load relative to revenue than 78% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Net Margin

66th percentile

9.9%

Higher net margin than 66% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

53rd percentile

$1

Higher top officer pay than 53% of similar nonprofits.

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

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Asset Growth

80th percentile

16%

Faster asset growth than 80% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

60th percentile

6.6%

Faster revenue growth than 60% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$1,906,560

Up $267,086 (+16%) from 2017

Net Assets

Up

$1,424,485

Up $338,050 (+31%) from 2017

Liabilities

Down

$482,075

Down $70,964 (-13%) from 2017

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin66th percentile

Revenue

Up

$3,415,319

Up $212,191 (+6.6%) from 2017

Expenses

Up

$3,077,269

Up $152,801 (+5.2%) from 2017

Net Income

Up

$338,050

Up $59,390 (+21%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,268,635Liabilities 2011: $281,815Net Assets 2011: $986,8202011Assets 2012: $1,229,093Liabilities 2012: $390,884Net Assets 2012: $838,2092012Assets 2013: $1,173,128Liabilities 2013: $443,486Net Assets 2013: $729,6422013Assets 2014: $1,004,542Liabilities 2014: $324,923Net Assets 2014: $679,6192014Assets 2015: $1,022,484Liabilities 2015: $393,524Net Assets 2015: $628,9602015Assets 2016: $1,443,427Liabilities 2016: $635,652Net Assets 2016: $807,7752016Assets 2017: $1,639,474Liabilities 2017: $553,039Net Assets 2017: $1,086,4352017Assets 2018: $1,906,560Liabilities 2018: $482,075Net Assets 2018: $1,424,4852018Assets 2019: $2,439,210Liabilities 2019: $765,243Net Assets 2019: $1,673,9672019Assets 2020: $2,615,235Liabilities 2020: $797,565Net Assets 2020: $1,817,6702020Assets 2021: $2,911,817Liabilities 2021: $845,394Net Assets 2021: $2,066,4232021Assets 2022: $2,918,680Liabilities 2022: $639,059Net Assets 2022: $2,279,6212022Assets 2023: $3,068,509Liabilities 2023: $1,077,314Net Assets 2023: $1,991,1952023Assets 2024: $3,265,775Liabilities 2024: $1,321,853Net Assets 2024: $1,943,9222024

Highlighted filing

2018

Assets$1,906,560
Liabilities$482,075
Net Assets$1,424,485
Open 2018 Filing

Operations Trend

Revenue Growth60th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $2,520,829Expenses 2011: $2,549,282Net Income 2011: -$28,4532011Revenue 2012: $2,936,342Expenses 2012: $3,084,953Net Income 2012: -$148,6112012Revenue 2013: $2,921,649Expenses 2013: $3,030,216Net Income 2013: -$108,5672013Revenue 2014: $3,200,441Expenses 2014: $3,250,464Net Income 2014: -$50,0232014Revenue 2015: $3,236,940Expenses 2015: $3,287,599Net Income 2015: -$50,6592015Revenue 2016: $2,827,062Expenses 2016: $2,648,247Net Income 2016: $178,8152016Revenue 2017: $3,203,128Expenses 2017: $2,924,468Net Income 2017: $278,6602017Revenue 2018: $3,415,319Expenses 2018: $3,077,269Net Income 2018: $338,0502018Revenue 2019: $2,958,894Expenses 2019: $2,709,412Net Income 2019: $249,4822019Revenue 2020: $2,703,679Expenses 2020: $2,559,976Net Income 2020: $143,7032020Revenue 2021: $2,897,688Expenses 2021: $2,648,935Net Income 2021: $248,7532021Revenue 2022: $2,703,295Expenses 2022: $2,490,097Net Income 2022: $213,1982022Revenue 2023: $2,890,458Expenses 2023: $3,178,884Net Income 2023: -$288,4262023Revenue 2024: $3,495,368Expenses 2024: $3,542,641Net Income 2024: -$47,2732024

Highlighted filing

2018

Revenue$3,415,319
Expenses$3,077,269
Net Income$338,050
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Apr 5, 2019
Return Version
2017v2.3
Gross Receipts
$3,415,319
Mission and Program Overview

Mission

To provide health and welfare benefits to participants and their dependents.

To provide health care benefits to participants and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,086,435$1,424,485▲ $338,050
Savings and Temporary Cash Investments$1,039,132$1,356,620▲ $317,488
Accounts Receivable$273,227$284,129▲ $10,902
Cash and Non-Interest-Bearing Accounts$326,234$264,923▼ $61,311
Prepaid Expenses and Deferred Charges$881$888▲ $7
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,639,474$1,906,560▲ $267,086
Liabilities
Other Liabilities$548,055$470,857▼ $77,198
Accounts Payable and Accrued Expenses$4,984$11,218▲ $6,234
Total Liabilities$553,039$482,075▼ $70,964
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,086,435$1,424,485▲ $338,050
Total Liabilities and Net Assets / Fund Balance$1,639,474$1,906,560▲ $267,086
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

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

Board Members and Trustees

NameTitle
David ImusTrustee - Chairman
Robin AzevedoTrustee - Co-chairman
Gerardo BlumTrustee
Mark VignolesTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,412,062
Investment Income
$3,257
Other Revenue
$0
Change in Net Assets
$338,050

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,415,319
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,415,319
Total Revenue per Form 990
$3,415,319
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$151,644
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---$2,925,625
Fees for Services Management---$58,404
Fees for Services Other---$33,191
Fees for Services Accounting---$29,453
Insurance---$10,650
Fees for Services Legal---$10,331
Office Expenses---$9,615
Total Functional Expenses$0$0$0$3,077,269

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,077,269
Expenses per Audited Statements$3,063,408
Total Expenses per Audited Statements$3,063,408
Expenses Not Reported on Financial Statements$13,861
Other Expense Adjustments$13,861
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
Accumulated Eligibilty Credits$251,023
Due to Related Plans$219,834
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
No
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The governing body has appointed management duties to a third-party administrator.”

Form 990, Part VI, Section A, Line 8B

“There is no committee with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“A copy of the form 990 was provided to the board of trustees for review before it was filed.”

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

“Each trustee, officer and management employee with delegated powers who can influence the actions of furniture & industrial carpenters trust funds is provided with a copy of the conflict-of-interest policy. The organization consistently monitors and enforces compliance with the conflict-of-interest policy. Any conflicts or potential conflicts are reportable to the chairman of the board of trustees and legal counsel for the plan.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict-of-interest policy and financial statements available to the public upon request.”

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 third-party administator, benesys inc.”

Filing and Contact Details

Filer

Filer Name
Furniture & Industrial
EIN
94-2621654
Phone
4085883768
Address
1731 TECHNOLOGY DRIVE NO 570, SAN JOSE, CA 95110

Signing Officer

Name
David Imus
Title
Trustee
Phone
4085883768
Signed
2019-04-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Imus
Formed
1954
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Lindquist Llp
Address
5000 EXECUTIVE PARKWAY SUITE 400, SAN RAMON, CA 94583
Preparer
Jasmine S Baker
Phone
9252779100
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The board of trustees assumes responsibility for oversight of the audit and the selection of an independent auditor. This process has not changed.”

Financial Statement Notes

PART X, LINE 2:

“The entity has analyzed the tax positions taken by the entity, and has concluded, that as of may 31, 2018, 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 entity is subject to routine audits by the taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The entity believes it is no longer subject to income tax examinations for the fiscal years prior to 2015.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in benefit obligation 13,861.”

Raw XML Appendix369 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/BOYAmt04984
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt011218
IRS990/AccountsReceivableGrp/BOYAmt0273227
IRS990/AccountsReceivableGrp/EOYAmt0284129
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH CARE BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS.
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IRS990/AuditCommitteeInd01
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IRS990/BenefitsToMembersGrp/TotalAmt02925625
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BENESYS ADMINISTRATORS
IRS990/BooksInCareOfDetail/PhoneNum04085883768
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01731 TECHNOLOGY WAY SUITE 570
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN JOSE
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IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
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IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
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IRS990/FeesForServicesOtherGrp/TotalAmt033191
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
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IRS990/Form990PartVIISectionAGrp/PersonNm2DAVID IMUS
IRS990/Form990PartVIISectionAGrp/PersonNm3GERARDO BLUM
IRS990/Form990PartVIISectionAGrp/PersonNm4SEE SCHEDULE O FOR COMPENSATION
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt41
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE - CO-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE - CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4PAID BY RELATED ORGANIZATIONS
IRS990/Form990ProvidedToGvrnBodyInd01
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IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03415319
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt010650
IRS990/InvestmentIncomeGrp/ExclusionAmt03257
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03257
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
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IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
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IRS990/MoreThan5000KToOrgInd00
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IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
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IRS990/PartialLiquidationInd00
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IRS990/PoliticalCampaignActyInd00
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO RELATED PLANS
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03415319
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENTITY HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ENTITY, AND HAS CONCLUDED, THAT AS OF MAY 31, 2018, 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 ENTITY IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ENTITY BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2015.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFIT OBLIGATION 13,861.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt03077269
IRS990ScheduleD/TotalLiabilityAmt0470857
IRS990ScheduleD/TotalRevenuePerForm990Amt03415319
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03415319
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03063408
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE GOVERNING BODY HAS APPOINTED MANAGEMENT DUTIES TO A THIRD-PARTY ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE IS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE FORM 990 WAS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW BEFORE IT WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EACH TRUSTEE, OFFICER AND MANAGEMENT EMPLOYEE WITH DELEGATED POWERS WHO CAN INFLUENCE THE ACTIONS OF FURNITURE & INDUSTRIAL CARPENTERS TRUST FUNDS IS PROVIDED WITH A COPY OF THE CONFLICT-OF-INTEREST POLICY. THE ORGANIZATION CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT-OF-INTEREST POLICY. ANY CONFLICTS OR POTENTIAL CONFLICTS ARE REPORTABLE TO THE CHAIRMAN OF THE BOARD OF TRUSTEES AND LEGAL COUNSEL FOR THE PLAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPENSATION 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 THIRD-PARTY ADMINISTATOR, BENESYS INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF AN INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VII, SECTION A, LINE 1A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0FURNITURE WORKERS ANNUITY TRUST FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1INDUSTRIAL CARPENTERS AND PRECAST PENSION PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2CARPENTERS LOCAL 2236
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0516127511
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1946284211
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2943068368
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROVIDE PENSION BENEFITS TO THE PARTICIPANTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1TO PROVIDE PENSION BENEFITS TO THE PARTICIPANTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2TO IMPROVE WELFARE AND WORKING CONDITIONS OF MEMBERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2N/A
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11731 TECHNOLOGY DRIVE SUITE 570
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2115 BROADWAY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAN JOSE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1SAN JOSE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2OAKLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd095110
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd195110
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd294607
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF MAY 31, 2018, THERE ARE APPROXIMATELY 13 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS, INCLUDING NAMES, ADDRESSES AND OTHER CONTACT INFORMATION. THE FEDERAL TAX CLASSIFICATION (DISREGARDED ENTITY, TAX-EXEMPT ORGANIZATION, PARTNERSHIP, TAXABLE CORPORATION OR TRUST) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND IT COULD NOT BE REASONABLY OBTAINED. AS A RESULT, THE NAMES OF THE CONTRIBUTING EMPLOYERS ARE LISTED ON PART VII, BELOW, AND NOT ON PARTS II THROUGH IV BY FEDERAL TAX CLASSIFICATION. ACOSTA & SONS INC BOB LEON PLASTICS BURNETT & SONS CHANNEL LUMBER COMPANY CHIOSSO BROS COMMERCIAL DESIGN GES ESPOSITION SERVICE HERZONG TRANSIT SERVICES, INC LINGRUEN ASSOCIATES MARINE TERMINALS CORP MC ROSKEY MATTRESS CO VALLEY OAK PARK WALTER & WOLF
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01639474
IRS990/TotalAssetsEOYAmt01906560
IRS990/TotalAssetsGrp/BOYAmt01639474
IRS990/TotalAssetsGrp/EOYAmt01906560
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt03077269
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0553039
IRS990/TotalLiabilitiesEOYAmt0482075
IRS990/TotalLiabilitiesGrp/BOYAmt0553039
IRS990/TotalLiabilitiesGrp/EOYAmt0482075
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01086435
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01424485
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt03412062
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt03257
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03412062
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03415319
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01639474
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01906560
IRS990/TotReportableCompRltdOrgAmt01
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01731 TECHNOLOGY DRIVE NO 570
IRS990/USAddress/CityNm0SAN JOSE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095110
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID IMUS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04085883768
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FURNITURE & INDUSTRIAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CARPENTERS HEALTH TRUST
ReturnHeader/Filer/BusinessNameControlTxt0FURN
ReturnHeader/Filer/EIN0942621654
ReturnHeader/Filer/PhoneNum04085883768
ReturnHeader/Filer/USAddress/AddressLine1Txt01731 TECHNOLOGY DRIVE NO 570
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095110
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.7.226.66
ReturnHeader/FilingSecurityInformation/IPDt02019-04-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm010:13:16
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0522385296
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LINDQUIST LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05000 EXECUTIVE PARKWAY SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAMON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094583
ReturnHeader/PreparerPersonGrp/PhoneNum09252779100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASMINE S BAKER
ReturnHeader/ReturnTs02019-04-05T12:13:26-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-06-01
ReturnHeader/TaxPeriodEndDt02018-05-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,906,560
Liabilities
$482,075
Net assets
$1,424,485
Revenue
$3,415,319
Expenses
$3,077,269
Net income
$338,050
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.27$1.32$1.94$3.50$3.54$0.05
2023Detailed filing. Detailed filing data is available for this year.$3.07$1.08$1.99$2.89$3.18$0.29
2022Detailed filing. Detailed filing data is available for this year.$2.92$0.64$2.28$2.70$2.49$0.21
2021Detailed filing. Detailed filing data is available for this year.$2.91$0.85$2.07$2.90$2.65$0.25
2020Detailed filing. Detailed filing data is available for this year.$2.62$0.80$1.82$2.70$2.56$0.14
2019Detailed filing. Detailed filing data is available for this year.$2.44$0.77$1.67$2.96$2.71$0.25
2018Detailed filing. Detailed filing data is available for this year.$1.91$0.48$1.42$3.42$3.08$0.34
2017Detailed filing. Detailed filing data is available for this year.$1.64$0.55$1.09$3.20$2.92$0.28
2016Detailed filing. Detailed filing data is available for this year.$1.44$0.64$0.81$2.83$2.65$0.18
2015Detailed filing. Detailed filing data is available for this year.$1.02$0.39$0.63$3.24$3.29$0.05
2014Summary only. Only limited summary data is available for this year.$1.00$0.32$0.68$3.20$3.25$0.05
2013Summary only. Only limited summary data is available for this year.$1.17$0.44$0.73$2.92$3.03$0.11
2012Summary only. Only limited summary data is available for this year.$1.23$0.39$0.84$2.94$3.08$0.15
2011Summary only. Only limited summary data is available for this year.$1.27$0.28$0.99$2.52$2.55$0.03