Civic Intelligence

Sacramento Area Electrical Workers

990 • Fiscal year 2018 • EIN 94-2773477

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 09, 2019

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

72nd percentile

0.18x

Higher debt load relative to assets than 72% of similar nonprofits.

2018 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

88th percentile

0.44x

Higher debt load relative to revenue than 88% of similar nonprofits.

2018 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2018

Net Margin

48th percentile

5.9%

Higher net margin than 48% of similar nonprofits.

2018 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2018 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2018

Asset Growth

49th percentile

3.1%

Faster asset growth than 49% of similar nonprofits.

2018 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Revenue Growth

17th percentile

-5.5%

Faster revenue growth than 17% of similar nonprofits.

2018 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$42,719,589

Up $1,265,031 (+3.1%) from 2017

Net Assets

Up

$35,189,106

Up $702,136 (+2.0%) from 2017

Liabilities

Up

$7,530,483

Up $562,895 (+8.1%) from 2017

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin48th percentile

Revenue

Down

$17,021,001

Down $992,384 (-5.5%) from 2017

Expenses

Up

$16,016,675

Up $1,579,789 (+11%) from 2017

Net Income

Down

$1,004,326

Down $2,572,173 (-72%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2018

Assets$42,719,589
Liabilities$7,530,483
Net Assets$35,189,106
Open 2018 Filing

Operations Trend

Revenue Growth17th 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

2018

Revenue$17,021,001
Expenses$16,016,675
Net Income$1,004,326
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 9, 2019
Return Version
2018v3.1
Gross Receipts
$55,165,417
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$34,486,970$35,189,106▲ $702,136
Investments in Publicly Traded Securities$29,059,086$29,393,430▲ $334,344
Cash and Non-Interest-Bearing Accounts$9,328,328$9,718,855▲ $390,527
Accounts Receivable$2,138,179$1,971,747▼ $166,432
Savings and Temporary Cash Investments$922,871$1,611,590▲ $688,719
Prepaid Expenses and Deferred Charges$6,094$23,967▲ $17,873
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$41,454,558$42,719,589▲ $1,265,031
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$6,667,180$7,305,723▲ $638,543
Accounts Payable and Accrued Expenses$300,408$224,760▼ $75,648
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$6,967,588$7,530,483▲ $562,895
Net Assets / Fund Balance
Total Net Assets Fund Balance$34,486,970$35,189,106▲ $702,136
Total Liabilities and Net Assets / Fund Balance$41,454,558$42,719,589▲ $1,265,031
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Mark SteelmanAlternate Trustee
Cliff FranklinTrustee
Fran McdermottTrustee
Frank SchetterTrustee
Jan GroeszTrustee
Robert WardTrustee
Ron PuleoTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
United Administrative ServicesContract Admin.6800 SANTA TERESA BLVD STE 100, San Jose, CA 95119$228,554
Delta DentalClaims Processing100 FIRST ST, San Francisco, CA 94105$115,831
Neyhart Anderson Flynn GrosbollLegal Counsel1380 Lead Hill Blvd Ste 106, Roseville, CA 95661$111,293
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$16,584,893
Investment Income
$436,108
Other Revenue
$0
Change in Net Assets
$1,004,326

Audited Revenue Reconciliation

Revenue per Audited Statements
$17,021,001
Revenue Not Reported on Form 990
$-302,190
Total Revenue per Audited Statements
$16,718,811
Total Revenue per Form 990
$17,021,001
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$811,723
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---$15,204,952
Fees for Services Management---$228,544
Fees for Services Other---$198,521
Fees for Service Investment Mgmnt Fees---$122,726
Fees for Services Legal---$111,293
Office Expenses---$44,559
Conferences and Meetings---$41,435
Fees for Services Accounting---$34,006
Insurance---$17,687
Occupancy---$10,752
Other Expenses---$2,200
Total Functional Expenses$0$0$0$16,016,675

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$16,016,675
Expenses per Audited Statements$15,378,132
Total Expenses per Audited Statements$15,378,132
Expenses Not Reported on Financial Statements$638,543
Other Expense Adjustments$638,543
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$7,305,723
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 plan 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 plan who has reason to believe that a proposed transaction might constitute a conflict of interest is obligated to consult with plan counsel. Trustees are also required to notify the plan of any changes in their interests that could give rise to conflicts. Part vi, section c, line 19: the plan'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 plan 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
chairman
Phone
4082884400
Signed
2019-11-09
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
TWO EMBARCADERO CTR STE 2280, SAN FRANCISCO, CA 94111-3916
Preparer
Kelly T Guillaume
Phone
4159563600
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 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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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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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt07305723
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/RevenueNotReportedAmt0-302190
IRS990ScheduleD/RevenueSubtotalAmt017021001
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 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 X, LINE 2:
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IRS990ScheduleD/TotalLiabilityAmt07305723
IRS990ScheduleD/TotalRevenuePerForm990Amt017021001
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt016718811
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN 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 PLAN WHO HAS REASON TO BELIEVE THAT A PROPOSED TRANSACTION MIGHT CONSTITUTE A CONFLICT OF INTEREST IS OBLIGATED TO CONSULT WITH PLAN COUNSEL. TRUSTEES ARE ALSO REQUIRED TO NOTIFY THE PLAN OF ANY CHANGES IN THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS. PART VI, SECTION C, LINE 19: THE PLAN'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 PLAN 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:
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE SUPPLEMENTAL INFORMATION
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IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE SUPPLEMENTAL INFORMATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SEE SUPPLEMENTAL INFORMATION
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IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
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IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
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IRS990/USAddress/CityNm0SAN JOSE
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$42,719,589
Liabilities
$7,530,483
Net assets
$35,189,106
Revenue
$17,021,001
Expenses
$16,016,675
Net income
$1,004,326
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
2018Detailed filing. Detailed filing data is available for this year.$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