Civic Intelligence

Sacramento Area Electrical Workers

990 • Fiscal year 2019 • EIN 94-2773477

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 09, 2020

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

71st percentile

0.19x

Higher debt load relative to assets than 71% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

89th percentile

0.43x

Higher debt load relative to revenue than 89% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2019

Net Margin

46th percentile

4.8%

Higher net margin than 46% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2019 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2019

Asset Growth

52nd percentile

11%

Faster asset growth than 52% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

88th percentile

24%

Faster revenue growth than 88% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$47,258,392

Up $4,538,803 (+11%) from 2018

Net Assets

Up

$38,081,769

Up $2,892,663 (+8.2%) from 2018

Liabilities

Up

$9,176,623

Up $1,646,140 (+22%) from 2018

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin46th percentile

Revenue

Up

$21,128,825

Up $4,107,824 (+24%) from 2018

Expenses

Up

$20,105,531

Up $4,088,856 (+26%) from 2018

Net Income

Up

$1,023,294

Up $18,968 (+1.9%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2019

Assets$47,258,392
Liabilities$9,176,623
Net Assets$38,081,769
Open 2019 Filing

Operations Trend

Revenue Growth88th 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

2019

Revenue$21,128,825
Expenses$20,105,531
Net Income$1,023,294
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 9, 2020
Return Version
2019v5.1
Gross Receipts
$38,550,801
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$35,189,106$38,081,769▲ $2,892,663
Investments in Publicly Traded Securities$29,393,430$31,567,492▲ $2,174,062
Cash and Non-Interest-Bearing Accounts$9,718,855$10,953,900▲ $1,235,045
Savings and Temporary Cash Investments$1,611,590$2,601,451▲ $989,861
Accounts Receivable$1,971,747$2,126,657▲ $154,910
Prepaid Expenses and Deferred Charges$23,967$8,892▼ $15,075
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$42,719,589$47,258,392▲ $4,538,803
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$7,305,723$8,838,280▲ $1,532,557
Accounts Payable and Accrued Expenses$224,760$338,343▲ $113,583
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$7,530,483$9,176,623▲ $1,646,140
Net Assets / Fund Balance
Total Net Assets Fund Balance$35,189,106$38,081,769▲ $2,892,663
Total Liabilities and Net Assets / Fund Balance$42,719,589$47,258,392▲ $4,538,803
Compensation and Service Providers
Top Officer Pay40th 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$255,740
Delta DentalClaims Processing100 FIRST ST, San Francisco, CA 94105$135,508
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$20,077,820
Investment Income
$1,051,005
Other Revenue
$0
Change in Net Assets
$1,023,294

Audited Revenue Reconciliation

Revenue per Audited Statements
$21,128,825
Revenue Not Reported on Form 990
$1,869,369
Total Revenue per Audited Statements
$22,998,194
Total Revenue per Form 990
$21,128,825
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$799,943
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---$19,305,588
Fees for Services Management---$255,740
Fees for Services Other---$221,800
Fees for Service Investment Mgmnt Fees---$121,039
Fees for Services Legal---$99,995
Office Expenses---$50,320
Fees for Services Accounting---$21,090
Insurance---$17,329
Conferences and Meetings---$9,173
Other Expenses---$2,400
Occupancy---$1,057
Total Functional Expenses$0$0$0$20,105,531

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$20,105,531
Expenses per Audited Statements$18,572,974
Total Expenses per Audited Statements$18,572,974
Expenses Not Reported on Financial Statements$1,532,557
Other Expense Adjustments$1,532,557
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$8,838,280
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI, 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: Compensation paid to trustees employed by not-for-profit organizations is properly reported on the employers' annual tax filings.”

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
2020-11-09
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
275 BATTERY ST STE 1800, SAN FRANCISCO, CA 94111-3346
Preparer
Jeffrey Goss
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.”

Raw XML AppendixShowing 400 of 434 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0224760
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0338343
IRS990/AccountsReceivableGrp/BOYAmt01971747
IRS990/AccountsReceivableGrp/EOYAmt02126657
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH CARE BENEFITS TO ELIGIBLE PARTICIPANTS ACCORDING TO THE TERMS OF THE COLLECTIVE BARGAINING AGREEMENT BETWEEN THE EMPLOYERS AND THE UNION.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/TotalAmt019305588
IRS990/BooksInCareOfDetail/PersonNm0SANDY STEPHENSON
IRS990/BooksInCareOfDetail/PhoneNum04082884400
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06800 SANTA TERESA BLVD STE 100
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN JOSE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095119
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt09718855
IRS990/CashNonInterestBearingGrp/EOYAmt010953900
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt09173
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0255740
IRS990/ContractorCompensationGrp/CompensationAmt1135508
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt06800 SANTA TERESA BLVD STE 100
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1100 FIRST ST
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0SAN JOSE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1SAN FRANCISCO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd095119
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd194105
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0UNITED ADMINISTRATIVE SERVICES
IRS990/ContractorCompensationGrp/ContractorName/PersonNm1DELTA DENTAL
IRS990/ContractorCompensationGrp/ServicesDesc0CONTRACT ADMIN.
IRS990/ContractorCompensationGrp/ServicesDesc1CLAIMS PROCESSING
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt019305588
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01051005
IRS990/CYOtherExpensesAmt0799943
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt020077820
IRS990/CYRevenuesLessExpensesAmt01023294
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt020105531
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt021128825
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0TO PROVIDE HEALTH CARE BENEFITS TO ELIGIBLE PARTICIPANTS ACCORDING TO THE TERMS OF THE COLLECTIVE BARGAINING AGREEMENT BETWEEN THE EMPLOYERS AND THE UNION.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt021090
IRS990/FeesForServicesLegalGrp/TotalAmt099995
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt0255740
IRS990/FeesForServicesOtherGrp/TotalAmt0221800
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0121039
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0CLIFF FRANKLIN
IRS990/Form990PartVIISectionAGrp/PersonNm1FRAN MCDERMOTT
IRS990/Form990PartVIISectionAGrp/PersonNm2FRANK SCHETTER
IRS990/Form990PartVIISectionAGrp/PersonNm3JAN GROESZ
IRS990/Form990PartVIISectionAGrp/PersonNm4RON PULEO
IRS990/Form990PartVIISectionAGrp/PersonNm5ROBERT WARD
IRS990/Form990PartVIISectionAGrp/PersonNm6MARK STEELMAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6ALTERNATE TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01981
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0199925
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt017621901
IRS990/GrossReceiptsAmt038550801
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt017329
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0851080
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0851080
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt029393430
IRS990/InvestmentsPubTradedSecGrp/EOYAmt031567492
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt017421976
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
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
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt035189106
IRS990/NetAssetsOrFundBalancesEOYAmt038081769
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0199925
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0199925
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01869369
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt01057
IRS990/OfficeExpensesGrp/TotalAmt050320
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0ERTS FEE
IRS990/OtherExpensesGrp/TotalAmt02400
IRS990/OtherLiabilitiesGrp/BOYAmt07305723
IRS990/OtherLiabilitiesGrp/EOYAmt08838280
IRS990/OtherRevenueTotalAmt00
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/BOYAmt023967
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08892
IRS990/PrincipalOfficerNm0FRAN MCDERMOTT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1COBRA CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt019876266
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1201554
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt019876266
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1201554
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt015204952
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0436108
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0811723
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt016584893
IRS990/PYRevenuesLessExpensesAmt01004326
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt016016675
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt017021001
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt01023294
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/BOYAmt035189106
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt038081769
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01611590
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02601451
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01532557
IRS990ScheduleD/ExpensesSubtotalAmt018572974
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01869369
IRS990ScheduleD/OtherExpensesNotIncludedAmt01532557
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt08838280
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/RevenueNotReportedAmt01869369
IRS990ScheduleD/RevenueSubtotalAmt021128825
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:
IRS990ScheduleD/TotalExpensesPerForm990Amt020105531
IRS990ScheduleD/TotalLiabilityAmt08838280
IRS990ScheduleD/TotalRevenuePerForm990Amt021128825
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt022998194
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt018572974
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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: Compensation paid to trustees employed by not-for-profit organizations is properly reported on the employers' annual tax filings.
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/ExplanationTxt0ORGANIZATIONS AND RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP, CORPORATION OR TRUST: the trustees have not included the contributing employers as that information is available at the PLAN office.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0PARTS II, III, IV AND V - IDENTIFICATION OF RELATED TAX-EXEMPT
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0see supplemental information
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt042719589
IRS990/TotalAssetsEOYAmt047258392
IRS990/TotalAssetsGrp/BOYAmt042719589
IRS990/TotalAssetsGrp/EOYAmt047258392
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt020105531
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07530483
IRS990/TotalLiabilitiesEOYAmt09176623
IRS990/TotalLiabilitiesGrp/BOYAmt07530483
IRS990/TotalLiabilitiesGrp/EOYAmt09176623
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt035189106
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt038081769
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt020077820
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01051005
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt020077820
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt021128825
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt042719589
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt047258392
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$47,258,392
Liabilities
$9,176,623
Net assets
$38,081,769
Revenue
$21,128,825
Expenses
$20,105,531
Net income
$1,023,294
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
2019Detailed filing. Detailed filing data is available for this year.$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