Civic Intelligence

Sacramento Area Electrical Workers

990 • Fiscal year 2015 • EIN 94-2773477

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 10, 2016

Organization ProfileN/A

View Organization Page

6800 SANTA TERESA BLVD ste 100San Jose, CA 95119

(408) 288-4400

Siviq Scores

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

Liabilities / Assets

67th percentile

0.17x

Higher debt load relative to assets than 67% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

84th percentile

0.38x

Higher debt load relative to revenue than 84% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2015

Net Margin

74th percentile

13%

Higher net margin than 74% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2015

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.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2015

Asset Growth

69th percentile

7.6%

Faster asset growth than 69% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

89th percentile

24%

Faster revenue growth than 89% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$33,917,676

Up $2,405,073 (+7.6%) from 2014

Net Assets

Up

$28,135,100

Up $1,134,351 (+4.2%) from 2014

Liabilities

Up

$5,782,576

Up $1,270,722 (+28%) from 2014

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin74th percentile

Revenue

Up

$15,185,171

Up $2,945,105 (+24%) from 2014

Expenses

Up

$13,148,127

Up $2,024,900 (+18%) from 2014

Net Income

Up

$2,037,044

Up $920,205 (+82%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$80M$60M$40M$20M$0Assets 2011: $25,833,690Liabilities 2011: $4,002,923Net Assets 2011: $21,830,7672011Assets 2012: $27,337,951Liabilities 2012: $4,726,517Net Assets 2012: $22,611,4342012Assets 2013: $30,753,616Liabilities 2013: $4,594,206Net Assets 2013: $26,159,4102013Assets 2014: $31,512,603Liabilities 2014: $4,511,854Net Assets 2014: $27,000,7492014Assets 2015: $33,917,676Liabilities 2015: $5,782,576Net Assets 2015: $28,135,1002015Assets 2016: $37,237,756Liabilities 2016: $6,044,743Net Assets 2016: $31,193,0132016Assets 2017: $41,454,558Liabilities 2017: $6,967,588Net Assets 2017: $34,486,9702017Assets 2018: $42,719,589Liabilities 2018: $7,530,483Net Assets 2018: $35,189,1062018Assets 2019: $47,258,392Liabilities 2019: $9,176,623Net Assets 2019: $38,081,7692019Assets 2020: $53,910,510Liabilities 2020: $10,334,818Net Assets 2020: $43,575,6922020Assets 2021: $57,082,795Liabilities 2021: $9,038,535Net Assets 2021: $48,044,2602021Assets 2022: $53,827,314Liabilities 2022: $10,099,211Net Assets 2022: $43,728,1032022Assets 2023: $61,449,362Liabilities 2023: $12,594,507Net Assets 2023: $48,854,8552023Assets 2024: $70,029,088Liabilities 2024: $14,103,614Net Assets 2024: $55,925,4742024

Highlighted filing

2015

Assets$33,917,676
Liabilities$5,782,576
Net Assets$28,135,100
Open 2015 Filing

Operations Trend

Revenue Growth89th percentile

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

$40M$30M$20M$10M$0-$10MRevenue 2011: $12,755,048Expenses 2011: $11,522,129Net Income 2011: $1,232,9192011Expenses 2012: $11,868,7302012Revenue 2013: $13,446,122Expenses 2013: $11,647,009Net Income 2013: $1,799,1132013Revenue 2014: $12,240,066Expenses 2014: $11,123,227Net Income 2014: $1,116,8392014Revenue 2015: $15,185,171Expenses 2015: $13,148,127Net Income 2015: $2,037,0442015Revenue 2016: $16,698,782Expenses 2016: $14,120,127Net Income 2016: $2,578,6552016Revenue 2017: $18,013,385Expenses 2017: $14,436,886Net Income 2017: $3,576,4992017Revenue 2018: $17,021,001Expenses 2018: $16,016,675Net Income 2018: $1,004,3262018Revenue 2019: $21,128,825Expenses 2019: $20,105,531Net Income 2019: $1,023,2942019Revenue 2020: $25,485,394Expenses 2020: $21,720,697Net Income 2020: $3,764,6972020Revenue 2021: $22,788,192Expenses 2021: $20,437,237Net Income 2021: $2,350,9552021Revenue 2022: $21,671,637Expenses 2022: $22,414,307Net Income 2022: -$742,6702022Revenue 2023: $28,419,317Expenses 2023: $26,635,821Net Income 2023: $1,783,4962023Revenue 2024: $32,885,894Expenses 2024: $28,720,409Net Income 2024: $4,165,4852024

Highlighted filing

2015

Revenue$15,185,171
Expenses$13,148,127
Net Income$2,037,044
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 10, 2016
Return Version
2015v2.1
Gross Receipts
$23,844,381
Mission and Program Overview

Mission

To provide health care benefits to eligible participants according to the terms of the collective bargaining agreement between the employers and the union.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$27,000,749$28,135,100▲ $1,134,351
Investments in Publicly Traded Securities$24,887,309$25,017,998▲ $130,689
Cash and Non-Interest-Bearing Accounts$3,346,748$5,709,305▲ $2,362,557
Accounts Receivable$1,416,878$1,620,684▲ $203,806
Savings and Temporary Cash Investments$1,858,494$1,569,689▼ $288,805
Prepaid Expenses and Deferred Charges$3,174$0▼ $3,174
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$31,512,603$33,917,676▲ $2,405,073
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$4,339,371$5,374,460▲ $1,035,089
Accounts Payable and Accrued Expenses$172,483$408,116▲ $235,633
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$4,511,854$5,782,576▲ $1,270,722
Net Assets / Fund Balance
Total Net Assets Fund Balance$27,000,749$28,135,100▲ $1,134,351
Total Liabilities and Net Assets / Fund Balance$31,512,603$33,917,676▲ $2,405,073
Compensation and Service Providers
Top Officer Pay44th percentile

Board Members and Trustees

NameTitle
Ron PuleoAlternate Trustee
Cliff FranklinTrustee
Fran McdermottTrustee
Frank AlbertTrustee
Frank SchetterTrustee
Jan GroeszTrustee
Robert WardTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
United Administrative ServicesContract Admin.6800 SANTA TERESA BLVD STE 100, San Jose, CA 95119$167,798
Delta DentalClaims Processing100 FIRST ST, San Francisco, CA 94105$111,832
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$14,010,118
Investment Income
$1,175,053
Other Revenue
$0
Change in Net Assets
$2,037,044

Audited Revenue Reconciliation

Revenue per Audited Statements
$15,185,171
Revenue Not Reported on Form 990
$-902,693
Total Revenue per Audited Statements
$14,282,478
Total Revenue per Form 990
$15,185,171
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$584,881
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---$12,563,246
Fees for Services Management---$167,798
Fees for Services Other---$162,203
Fees for Service Investment Mgmnt Fees---$67,024
Fees for Services Legal---$64,541
Office Expenses---$43,365
Fees for Services Accounting---$30,346
Insurance---$17,670
Conferences and Meetings---$11,528
Other Expenses---$10,731
Occupancy---$9,675
Total Functional Expenses$0$0$0$13,148,127

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$13,148,127
Expenses per Audited Statements$12,113,038
Total Expenses per Audited Statements$12,113,038
Expenses Not Reported on Financial Statements$1,035,089
Other Expense Adjustments$1,035,089
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$5,374,460
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
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, SECTION A, LINE 8B:

“THE fund DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. PART VI, SECTION B, LINE 11B: THE ADMINISTRATIVE OFFICE REVIEWS THE FORM 990 AND WILL NOTIFY THE BOARD OF TRUSTEES IF ANY UNUSUAL OR SIGNIFICANT ITEMS ARE NOTED. PART VI, SECTION B, LINE 12C: ANY TRUSTEE OR SERVICE PROVIDER AUTHORIZED TO CONDUCT TRANSACTIONS ON BEHALF OF THE fund WHO HAS REASON TO BELIEVE THAT A PROPOSED TRANSACTION MIGHT CONSTITUTE A CONFLICT OF INTEREST IS OBLIGATED TO CONSULT WITH fund COUNSEL. TRUSTEES ARE ALSO REQUIRED TO NOTIFY THE fund OF ANY CHANGES IN THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS. PART VI, SECTION C, LINE 19: THE fund'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MAINTAINED BY THE ADMINISTRATIVE OFFICE AND ARE AVAILABLE UPON REQUEST. ADDITIONALLY, FINANCIAL STATEMENTS ARE DISTRIBUTED TO THE TRUSTEES ON A REGULAR BASIS. part vii, section A: the trustees have not included the contributing employers as that information is available at the fund office. the trustees have not included the compensation paid to Fran McDermott, Frank Schetter, and Robert Ward, who are employed by not-for-profit contributing employer. their compensation is included on the Form 990 of that organization.”

Filing and Contact Details

Filer

Filer Name
Sacramento Area Electrical Workers
EIN
94-2773477
In Care Of
% SANDY STEPHENSON
Phone
4082884400
Address
6800 SANTA TERESA BLVD ste 100, SAN JOSE, CA 95119

Signing Officer

Name
Fran Mcdermott
Title
trustee
Phone
4082884400
Signed
2016-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Fran Mcdermott
Formed
1981
Legal Domicile
CA
Voting Board Members
6
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
Catherine Gardner
Phone
4159563600
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 2:

“Accounting principles generally accepted in the united states of america require management to evaluete tax positions taken by the plan and recognize a tax liability if the plan has taken a 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.”

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IRS990/MissionDesc0TO PROVIDE HEALTH CARE BENEFITS TO ELIGIBLE PARTICIPANTS ACCORDING TO THE TERMS OF THE COLLECTIVE BARGAINING AGREEMENT BETWEEN THE EMPLOYERS AND THE UNION.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
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IRS990/NetAssetsOrFundBalancesEOYAmt028135100
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0220272
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0220272
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-902693
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt09675
IRS990/OfficeExpensesGrp/TotalAmt043365
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt010731
IRS990/OtherLiabilitiesGrp/BOYAmt04339371
IRS990/OtherLiabilitiesGrp/EOYAmt05374460
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
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IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03174
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0FRAN MCDERMOTT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1COBRA CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt013950157
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt159961
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt013950157
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt159961
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt010567960
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01319890
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0555267
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt010920176
IRS990/PYRevenuesLessExpensesAmt01116839
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt011123227
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt012240066
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt02037044
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/BOYAmt027000749
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt028135100
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01858494
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01569689
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01035089
IRS990ScheduleD/ExpensesSubtotalAmt012113038
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-902693
IRS990ScheduleD/OtherExpensesNotIncludedAmt01035089
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05374460
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/RevenueNotReportedAmt0-902693
IRS990ScheduleD/RevenueSubtotalAmt015185171
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUETE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN A 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2:
IRS990ScheduleD/TotalExpensesPerForm990Amt013148127
IRS990ScheduleD/TotalLiabilityAmt05374460
IRS990ScheduleD/TotalRevenuePerForm990Amt015185171
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt014282478
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt012113038
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE fund DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. PART VI, SECTION B, LINE 11B: THE ADMINISTRATIVE OFFICE REVIEWS THE FORM 990 AND WILL NOTIFY THE BOARD OF TRUSTEES IF ANY UNUSUAL OR SIGNIFICANT ITEMS ARE NOTED. PART VI, SECTION B, LINE 12C: ANY TRUSTEE OR SERVICE PROVIDER AUTHORIZED TO CONDUCT TRANSACTIONS ON BEHALF OF THE fund WHO HAS REASON TO BELIEVE THAT A PROPOSED TRANSACTION MIGHT CONSTITUTE A CONFLICT OF INTEREST IS OBLIGATED TO CONSULT WITH fund COUNSEL. TRUSTEES ARE ALSO REQUIRED TO NOTIFY THE fund OF ANY CHANGES IN THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS. PART VI, SECTION C, LINE 19: THE fund'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MAINTAINED BY THE ADMINISTRATIVE OFFICE AND ARE AVAILABLE UPON REQUEST. ADDITIONALLY, FINANCIAL STATEMENTS ARE DISTRIBUTED TO THE TRUSTEES ON A REGULAR BASIS. part vii, section A: the trustees have not included the contributing employers as that information is available at the fund office. the trustees have not included the compensation paid to Fran McDermott, Frank Schetter, and Robert Ward, who are employed by not-for-profit contributing employer. their compensation is included on the Form 990 of that organization.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, SECTION A, LINE 8B:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE SUPPLEMENTAL INFORMATION
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE SUPPLEMENTAL INFORMATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SEE 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/ExplanationTxt0TRANSACTIONS WITH RELATED ORGANIZATIONS: the trustees have not included the contributing employers as that information is available at the fund office.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0PARTS II, III, IV AND V - IDENTIFICATION OF RELATED ORGANIZATIONS AND
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt031512603
IRS990/TotalAssetsEOYAmt033917676
IRS990/TotalAssetsGrp/BOYAmt031512603
IRS990/TotalAssetsGrp/EOYAmt033917676
IRS990/TotalCompGreaterThan150KInd0false
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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04511854
IRS990/TotalLiabilitiesEOYAmt05782576
IRS990/TotalLiabilitiesGrp/BOYAmt04511854
IRS990/TotalLiabilitiesGrp/EOYAmt05782576
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt027000749
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt028135100
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt014010118
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01175053
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt014010118
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt015185171
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt031512603
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt033917676
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06800 SANTA TERESA BLVD STE 100
IRS990/USAddress/CityNm0SAN JOSE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095119
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRAN MCDERMOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum04082884400
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SACRAMENTO AREA ELECTRICAL WORKERS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH AND WELFARE TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0SACR
ReturnHeader/Filer/EIN0942773477
ReturnHeader/Filer/InCareOfNm0% SANDY STEPHENSON
ReturnHeader/Filer/PhoneNum04082884400
ReturnHeader/Filer/USAddress/AddressLine1Txt06800 SANTA TERESA BLVD ste 100
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$33,917,676
Liabilities
$5,782,576
Net assets
$28,135,100
Revenue
$15,185,171
Expenses
$13,148,127
Net income
$2,037,044
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$70.0$14.1$55.9$32.9$28.7$4.17
2023Summary only. Only limited summary data is available for this year.$61.4$12.6$48.9$28.4$26.6$1.78
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$53.8$10.1$43.7$21.7$22.4$0.74
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.1$9.04$48.0$22.8$20.4$2.35
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$53.9$10.3$43.6$25.5$21.7$3.76
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.3$9.18$38.1$21.1$20.1$1.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.7$7.53$35.2$17.0$16.0$1.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.5$6.97$34.5$18.0$14.4$3.58
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.2$6.04$31.2$16.7$14.1$2.58
2015Detailed filing. Detailed filing data is available for this year.$33.9$5.78$28.1$15.2$13.1$2.04
2014Detailed filing. Detailed filing data is available for this year.$31.5$4.51$27.0$12.2$11.1$1.12
2013Summary only. Only limited summary data is available for this year.$30.8$4.59$26.2$13.4$11.6$1.80
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.3$4.73$22.6$11.9
2011Summary only. Only limited summary data is available for this year.$25.8$4.00$21.8$12.8$11.5$1.23