Civic Intelligence

Boilermaker Vacation Plan

990 • Fiscal year 2022 • EIN 94-2630417

Oct 01, 2021 to Sep 30, 2022 • Filed on Jul 11, 2023

PO Box 20757Castro Valley, CA 94546-8757

(510) 247-9027

Siviq Scores

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

Liabilities / Assets

46th percentile

0.02x

Higher debt load relative to assets than 46% of similar nonprofits.

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

Liabilities / Revenue

41st percentile

0.02x

Higher debt load relative to revenue than 41% of similar nonprofits.

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

Net Margin

79th percentile

20%

Higher net margin than 79% of similar nonprofits.

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

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

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

Asset Growth

95th percentile

25%

Faster asset growth than 95% of similar nonprofits.

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

Revenue Growth

92nd percentile

27%

Faster revenue growth than 92% of similar nonprofits.

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

Assets

Up

$37,042,600

Up $7,351,245 (+25%) from 2021

Net Assets

Up

$36,379,168

Up $7,087,174 (+24%) from 2021

Liabilities

Up

$663,432

Up $264,071 (+66%) from 2021

Revenue

Up

$34,532,658

Up $7,332,132 (+27%) from 2021

Expenses

Up

$27,495,002

Up $10,304,741 (+60%) from 2021

Net Income

Down

$7,037,656

Down $2,972,609 (-30%) from 2021

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2010: $24,220,820Liabilities 2010: $0Net Assets 2010: $24,220,8202010Assets 2011: $25,456,623Liabilities 2011: $0Net Assets 2011: $25,456,6232011Assets 2012: $18,640,051Liabilities 2012: $0Net Assets 2012: $18,640,0512012Assets 2013: $17,124,647Liabilities 2013: $22,058Net Assets 2013: $17,102,5892013Assets 2014: $18,199,646Liabilities 2014: $24,489Net Assets 2014: $18,175,1572014Assets 2015: $28,666,509Liabilities 2015: $30,450Net Assets 2015: $28,636,0592015Assets 2016: $28,362,141Liabilities 2016: $188,851Net Assets 2016: $28,173,2902016Assets 2017: $30,841,552Liabilities 2017: $51,263Net Assets 2017: $30,790,2892017Assets 2018: $31,672,926Liabilities 2018: $28,237Net Assets 2018: $31,644,6892018Assets 2019: $34,813,957Liabilities 2019: $30,316Net Assets 2019: $34,783,6412019Assets 2020: $19,328,194Liabilities 2020: $46,465Net Assets 2020: $19,281,7292020Assets 2021: $29,691,355Liabilities 2021: $399,361Net Assets 2021: $29,291,9942021Assets 2022: $37,042,600Liabilities 2022: $663,432Net Assets 2022: $36,379,1682022Assets 2023: $42,034,958Liabilities 2023: $144,787Net Assets 2023: $41,890,1712023Assets 2024: $45,243,325Liabilities 2024: $457,754Net Assets 2024: $44,785,5712024

Highlighted filing

2022

Assets$37,042,600
Liabilities$663,432
Net Assets$36,379,168

Operations Trend

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

$60M$40M$20M$0-$20MExpenses 2010: $42,268,8652010Expenses 2011: $33,943,8912011Expenses 2012: $36,130,7312012Expenses 2013: $26,050,7612013Revenue 2014: $26,412,902Expenses 2014: $25,340,334Net Income 2014: $1,072,5682014Revenue 2015: $26,660,732Expenses 2015: $27,367,139Net Income 2015: -$706,4072015Revenue 2016: $26,827,819Expenses 2016: $27,290,588Net Income 2016: -$462,7692016Revenue 2017: $29,283,351Expenses 2017: $26,666,352Net Income 2017: $2,616,9992017Revenue 2018: $30,109,343Expenses 2018: $29,254,943Net Income 2018: $854,4002018Revenue 2019: $32,764,330Expenses 2019: $29,625,378Net Income 2019: $3,138,9522019Revenue 2020: $27,163,935Expenses 2020: $42,665,847Net Income 2020: -$15,501,9122020Revenue 2021: $27,200,526Expenses 2021: $17,190,261Net Income 2021: $10,010,2652021Revenue 2022: $34,532,658Expenses 2022: $27,495,002Net Income 2022: $7,037,6562022Revenue 2023: $38,498,882Expenses 2023: $33,120,786Net Income 2023: $5,378,0962023Revenue 2024: $42,216,320Expenses 2024: $39,269,890Net Income 2024: $2,946,4302024

Highlighted filing

2022

Revenue$34,532,658
Expenses$27,495,002
Net Income$7,037,656
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Jul 11, 2023
Return Version
2021v4.2
Gross Receipts
$34,532,658
Mission and Program Overview

Mission

To provide vacation benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$29,291,994$36,379,168▲ $7,087,174
Investments in Publicly Traded Securities$16,645,015$27,684,262▲ $11,039,247
Savings and Temporary Cash Investments$11,250,398$5,896,231▼ $5,354,167
Accounts Receivable$1,770,942$3,439,961▲ $1,669,019
Cash and Non-Interest-Bearing Accounts$25,000$22,146▼ $2,854
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
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$29,691,355$37,042,600▲ $7,351,245
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$372,088$634,923▲ $262,835
Accounts Payable and Accrued Expenses$27,273$28,509▲ $1,236
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$399,361$663,432▲ $264,071
Net Assets / Fund Balance
Total Net Assets Fund Balance$29,291,994$36,379,168▲ $7,087,174
Total Liabilities and Net Assets / Fund Balance$29,691,355$37,042,600▲ $7,351,245
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lawrence J McManamonChairMAN
Edward L McWhorterVice-ChairMAN
J Tom BacaTrustee
William T CreedenTrustee
Jeff KileyTRUSTEE (Eff 3/23/22)
See Sch O for CompensationPaid by Related Organizations

Highest Paid Contractors

ContractorServicesLocationCompensation
Cv Administrative ServicesPlan Administration20910 REDWOOD BLVD SUITES E AND F, Castro Valley, CA 94546$303,461
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$34,269,033
Investment Income
$30,015
Other Revenue
$233,610
Change in Net Assets
$7,037,656

Audited Revenue Reconciliation

Revenue per Audited Statements
$34,467,595
Revenue Not Reported on Financial Statements
$65,063
Revenue Not Reported on Form 990
$49,518
Total Revenue per Audited Statements
$34,517,113
Total Revenue per Form 990
$34,532,658
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$479,840
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---$27,015,162
Fees for Services Management---$307,049
Fees for Service Investment Mgmnt Fees---$65,063
Insurance---$45,982
Fees for Services Accounting---$24,587
Conferences and Meetings---$15,400
Fees for Services Legal---$11,834
Office Expenses---$9,925
Total Functional Expenses$0$0$0$27,495,002

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$27,495,002
Expenses per Audited Statements$27,429,939
Total Expenses per Audited Statements$27,429,939
Expenses Not Reported on Financial Statements$65,063
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
Cash overdraft$634,923
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
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
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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 plan has contracted with cv administrative services, inc. To provide administrative services for the organization.

FORM 990, PART VI, SECTION B, LINE 11B:

FORM 990 IS REVIEWED BY THE CHAIRMAN AND Vice-CHAIRMAN PRIOR TO FILING. A COPY IS PROVIDED TO ALL TRUSTEES PRIOR TO FILING.

FORM 990, PART VI, SECTION C, LINE 19:

The organization makes its governing documents and financial statements available to the public upon request.

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

Trustees are not compensated by the trust. 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. For additional information, contact the trust fund administrative office.

Filing and Contact Details

Filer

Filer Name
Boilermaker Vacation Plan
EIN
94-2630417
In Care Of
% CV ADMINISTRATIVE SERVICES -
Phone
5102479027
Address
PO BOX 20757, CASTRO VALLEY, CA 94546-8757

Signing Officer

Name
Lawrence J McManamon
Title
Chairman
Phone
5102479027
Signed
2023-07-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lawrence J McManamon
Formed
1963
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Withumsmithbrownpc
Address
5000 EXECUTIVE PARKWAY SUITE 400, SAN RAMON, CA 94583
Preparer
James N Browning
Phone
9252779100
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The board of trustees assumes responsibility for oversight of the audit of its financial statements and selection of an independent accountant. The plan has made no changes to the audit oversight process.

Financial Statement Notes

FORM 990, SCHEDULE D, PART X, LINE 2:

The Plan's administrator has analyzed the tax positions taken by the Plan and has concluded that, as of September 30, 2022 and 2021, 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.

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IRS990/OtherLiabilitiesGrp/EOYAmt0634923
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Admin Fee Income
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0233610
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0233610
IRS990/OtherRevenueTotalAmt0233610
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
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/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Lawrence J McManamon
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt034269033
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt034269033
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt016747538
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt057173
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0442723
IRS990/PYOtherRevenueAmt0213030
IRS990/PYProgramServiceRevenueAmt026930323
IRS990/PYRevenuesLessExpensesAmt010010265
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt017190261
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt027200526
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt07037656
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/BOYAmt029291994
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt036379168
IRS990/SavingsAndTempCashInvstGrp/BOYAmt011250398
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05896231
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt065063
IRS990ScheduleD/ExpensesSubtotalAmt027429939
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt065063
IRS990ScheduleD/InvestmentExpensesNotIncldAmt065063
IRS990ScheduleD/NetUnrealizedGainsInvstAmt049518
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0634923
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Cash overdraft
IRS990ScheduleD/RevenueNotReportedAmt049518
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt065063
IRS990ScheduleD/RevenueSubtotalAmt034467595
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Plan's administrator has analyzed the tax positions taken by the Plan and has concluded that, as of September 30, 2022 and 2021, 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, SCHEDULE D, PART X, LINE 2:
IRS990ScheduleD/TotalExpensesPerForm990Amt027495002
IRS990ScheduleD/TotalLiabilityAmt0634923
IRS990ScheduleD/TotalRevenuePerForm990Amt034532658
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt034517113
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt027429939
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN HAS CONTRACTED WITH CV ADMINISTRATIVE SERVICES, INC. TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY THE CHAIRMAN AND Vice-CHAIRMAN PRIOR TO FILING. A COPY IS PROVIDED TO ALL TRUSTEES PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRUSTEES ARE NOT COMPENSATED BY THE TRUST. 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. FOR ADDITIONAL INFORMATION, CONTACT THE TRUST FUND ADMINISTRATIVE OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PLAN HAS MADE NO CHANGES TO THE AUDIT OVERSIGHT PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VII, SECTION A, LINE 1A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Intl Brotherhood of Boilermakers
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0486031851
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0KS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Labor Org.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0753 State Ave
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Kansas City
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0KS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd066101
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER TRUST THAT PROVIDES BENEFITS TO ELIGIBLE EMPLOYERS AND THEIR DEPENDENTS. AS OF SEPTEMBER 30, 2022, THERE ARE 208 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. 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 COULD NOT BE REASONABLY OBTAINED. AS A RESULT, THE NAMES OF THE CONTRIBUTING EMPLOYERS ARE LISTED ON PARTS II THROUGH IV BY THE FEDERAL TAX CLASSIFICATION. A & B WELDING & CONSTRUCTION, INC A P & F CONSTRUCTION ADVANTAGE INDUSTRIAL SYSTEMS, LLC AIRCO POWER SERVICES, INC. ALB, INC. ALBERICI CONSTRUCTORS ALLIANCE CONSTRUCTORS INC. ALLIED POWER SERVICES, LLC ALLOY CLADDING CO., INC. AMERICAN BOILER COMPANY AMERICAN COMBUSTION SERVICES, INC. APCOM POWER, INC. APOLLO SHEET METAL, INC. APTIM SERVICES, LLC ARB INC. ASSOCIATED TANK CONSTRUCTORS ATLANTIC PLANT MAINTENANCE AZCO INC. AZZ WSI LLC BABCOCK & WILCOX CONSTRUCTION BADGER LABOR SERVICES, LLC BARNHART CRANE AND RIGGING BAY CITY BOILER & ENGINEERING CO., INC. BAY SHIPBUILDING CO. BG INDUSTRIAL SERVICES LLC BHI ENERGY BLUE PEAKS INDUSTRIAL BMWC CONSTRUCTORS BOILERMAKERS LOCAL #101 BOILERMAKERS LOCAL #107 BOILERMAKERS LOCAL #11 BOILERMAKERS LOCAL #13 BOILERMAKERS LOCAL #242 BOILERMAKERS LOCAL #27 BOILERMAKERS LOCAL #28 BOILERMAKERS LOCAL #29 BOILERMAKERS LOCAL #363 BOILERMAKERS LOCAL #4 BOILERMAKERS LOCAL #40 BOILERMAKERS LOCAL #45 BOILERMAKERS LOCAL #502 BOILERMAKERS LOCAL #549 BOILERMAKERS LOCAL #627 BOILERMAKERS LOCAL #647 BOILERMAKERS LOCAL #744 BOILERMAKERS LOCAL #83 BOILERMAKERS LOCAL #92 BOILEROOM FABRICATION LLC BOILERWORKS, INC. BOLDT COMPANY BRADLEY SCIOCCHETTI, INC. BRAGG CRANE & RIGGING CO. BRAND SAFWAY INDUSTRIES, LLC BROCK INDUSTRIAL SERVICES, LLC BURNN BOILER & MECHANICAL, INC. C H MURPHY/CLARK-ULLMAN, INC. C R MEYER & SONS COMPANY C.P. WARD, INC. CADY AQUASTORE, INC. CALIF0RNIA BOILER CALIFORNIA AQUASTORE CALIFORNIA SPECTRA INSTRUMENTATION, INC. CBI SERVICES, LLC CENTRAL MAINTENANCE & WELDING, INC. CHAMPION SPECIALITY SERVICES, LLC CHERNE CONTRACTING CORPORATION CHESTER POOL SYSTEMS INC. CONSTRUCTION & TURNAROUND SERVICES CONTRACTORS CARGO COMPANY CUST-O-FAB SPECIALTY SERVICES, LLC D.D.J. CONSTRUCTION WELDING, INC. DAY & ZIMMERMAN NPS, INC. DCK DEPARTMENT OF WATER & POWER DISCREPANCIES EARLY CONSTRUCTION, CO. ENERFAB POWER & INDUSTRIAL, LLC FERMA CORPORATION FISHER TANK CO. FLUOR CONSTRUCTORS INTERNATIONAL, INC. FLUOR MAINTENANCE SERVICES, INC. FM SYLVAN INC. FOREST CITY ERECTORS, INC. FRANK LILL & SON, INC FRESH MEADOW POWER, LLC FURINO & SONS INC. GEM, INC. GLOBAL SCAFFOLD CONSTRUCTION SERVICES GRACON LLC GRAYCOR INDUSTRIAL CONST. INC. GRP MECHANICAL COMPANY, INC. GULF COAST INDUSTRIAL MAINTENANCE HAMON CUSTODIS, INC. HARDER MECHANICAL CONTRACTORS, INC. HASKELL CORPORATION HAYES COMMERCIAL HAYES MECHANICAL HAYES SERVICES LLC. HEAVY METAL WELDING & FABRICATION LLC HELFRICH BROTHERS BOILER WORKS, INC. HENKELS & MCCOY INC. HENSON ROBINSON CO. HI-TECH WELD OVERLAY GROUP HOOPER CORP. HRI INC. HUDSON BOILER AND TANK CO. ICC COMMONWEALTH CORP. ICON MECHANICAL INDUSTRIAL SERVICES, INC INSTEEL BRADFORD INTERMECH, INC. IPC LYDON, LLC J. GIVOO CONSULTANTS J.H. KELLY, LLC J.J. WHITE, INC. JAFFA CONSTRUCTION JAMAR COMPANY JETT INDUSTRIES, INC. K & E FABRICATING CO., INC. KELLEY STEEL ERECTORS, INC. KENNEDY TANK & MFG CO. INC. KIEWIT LAKEHEAD CONSTRUCTORS, INC. LEFEVRE WELDING LINTEC CORPORATION LIPPERT MECHANICAL SERVICE CORP. LOCKE AMI, LLC M&M WELDING & FABRICATORS, INC. MADISON INDUSTRIAL SERVICES MANAFORT BROTHERS MATRIX NAC MC INDUSTRIAL, INC MCCARLS INC MECHANICAL ADVANTAGE CONSTRUCTION LLC MECHANICAL TECHNOLOGIES, INC. MID MOUNTAIN BOILER & STEAM, INC. MILCO NATIONAL CONSTRUCTORS, INC. MILETTA BROTHERS, INC. MILLER INDUSTRIAL SERVICE TEAMS, INC MILLER MECHANICAL SERVICES, INC. MOLLENBERG-BETZ, INC. MORRISON CONSTRUCTION MUELLER FIELD OPERATIONS INC. MURPHY COMPANY NAE
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS:
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt029691355
IRS990/TotalAssetsEOYAmt037042600
IRS990/TotalAssetsGrp/BOYAmt029691355
IRS990/TotalAssetsGrp/EOYAmt037042600
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt027495002
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0399361
IRS990/TotalLiabilitiesEOYAmt0663432
IRS990/TotalLiabilitiesGrp/BOYAmt0399361
IRS990/TotalLiabilitiesGrp/EOYAmt0663432
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt029291994
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt036379168
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt034269033
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt030015
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt034502643
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt034532658
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt029691355
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt037042600
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 20757
IRS990/USAddress/CityNm0CASTRO VALLEY
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0945468757
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.2$0.46$44.8$42.2$39.3$2.95
2023Summary only. Only limited summary data is available for this year.$42.0$0.14$41.9$38.5$33.1$5.38
2022Detailed filing. Detailed filing data is available for this year.$37.0$0.66$36.4$34.5$27.5$7.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.7$0.40$29.3$27.2$17.2$10.0
2020Summary only. Only limited summary data is available for this year.$19.3$0.05$19.3$27.2$42.7$15.5
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.8$0.03$34.8$32.8$29.6$3.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.7$0.03$31.6$30.1$29.3$0.85
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.8$0.05$30.8$29.3$26.7$2.62
2016Detailed filing. Detailed filing data is available for this year.$28.4$0.19$28.2$26.8$27.3$0.46
2015Detailed filing. Detailed filing data is available for this year.$28.7$0.03$28.6$26.7$27.4$0.71
2014Detailed filing. Detailed filing data is available for this year.$18.2$0.02$18.2$26.4$25.3$1.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.1$0.02$17.1$26.1
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.6$0.00$18.6$36.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.5$0.00$25.5$33.9
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.2$0.00$24.2$42.3