Civic Intelligence

Walgreen Co and Local 648 Welfare Trust

990 • Fiscal year 2015 • EIN 94-3087852

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 09, 2016

Organization ProfileN/A

View Organization Page

1640 South Loop RoadAlameda, CA 94502

(510) 337-3050

Siviq Scores

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

Liabilities / Assets

95th percentile

0.98x

Higher debt load relative to assets than 95% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

74th percentile

0.16x

Higher debt load relative to revenue than 74% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Net Margin

43rd percentile

0.3%

Higher net margin than 43% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Asset Growth

31st percentile

-4.0%

Faster asset growth than 31% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

57th percentile

5.1%

Faster revenue growth than 57% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$2,641,371

Down $108,805 (-4.0%) from 2014

Net Assets

Up

$47,763

Up $47,763 from 2014

Liabilities

Down

$2,593,608

Down $156,568 (-5.7%) from 2014

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin43rd percentile

Revenue

Up

$16,422,664

Up $790,399 (+5.1%) from 2014

Expenses

Up

$16,374,901

Up $698,166 (+4.5%) from 2014

Net Income

Up

$47,763

Up $92,233 (+207%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,064,937Liabilities 2010: $2,007,541Net Assets 2010: $57,3962010Assets 2011: $2,034,608Liabilities 2011: $1,965,978Net Assets 2011: $68,6302011Assets 2012: $2,102,410Liabilities 2012: $2,053,180Net Assets 2012: $49,2302012Assets 2013: $2,444,440Liabilities 2013: $2,399,970Net Assets 2013: $44,4702013Assets 2014: $2,750,176Liabilities 2014: $2,750,176Net Assets 2014: $02014Assets 2015: $2,641,371Liabilities 2015: $2,593,608Net Assets 2015: $47,7632015Assets 2016: $3,029,150Liabilities 2016: $3,026,062Net Assets 2016: $3,0882016Assets 2017: $2,911,359Liabilities 2017: $2,337,445Net Assets 2017: $573,9142017Assets 2018: $2,360,824Liabilities 2018: $2,042,139Net Assets 2018: $318,6852018Assets 2019: $2,116,149Liabilities 2019: $1,871,810Net Assets 2019: $244,3392019Assets 2020: $2,093,124Liabilities 2020: $1,710,697Net Assets 2020: $382,4272020Assets 2021: $2,037,227Liabilities 2021: $1,694,620Net Assets 2021: $342,6072021Assets 2022: $2,049,255Liabilities 2022: $1,603,186Net Assets 2022: $446,0692022Assets 2023: $2,153,974Liabilities 2023: $1,656,853Net Assets 2023: $497,1212023Assets 2024: $2,014,279Liabilities 2024: $1,753,135Net Assets 2024: $261,1442024

Highlighted filing

2015

Assets$2,641,371
Liabilities$2,593,608
Net Assets$47,763
Open 2015 Filing

Operations Trend

Revenue Growth57th percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2010: $11,850,668Expenses 2010: $11,835,656Net Income 2010: $15,0122010Revenue 2011: $12,060,851Expenses 2011: $12,049,617Net Income 2011: $11,2342011Revenue 2012: $12,641,976Expenses 2012: $12,661,376Net Income 2012: -$19,4002012Revenue 2013: $13,392,622Expenses 2013: $13,397,382Net Income 2013: -$4,7602013Revenue 2014: $15,632,265Expenses 2014: $15,676,735Net Income 2014: -$44,4702014Revenue 2015: $16,422,664Expenses 2015: $16,374,901Net Income 2015: $47,7632015Revenue 2016: $15,778,357Expenses 2016: $15,823,032Net Income 2016: -$44,6752016Revenue 2017: $13,670,599Expenses 2017: $13,099,773Net Income 2017: $570,8262017Revenue 2018: $12,083,801Expenses 2018: $12,339,030Net Income 2018: -$255,2292018Revenue 2019: $10,221,297Expenses 2019: $10,295,643Net Income 2019: -$74,3462019Revenue 2020: $10,415,953Expenses 2020: $10,584,171Net Income 2020: -$168,2182020Revenue 2021: $10,167,872Expenses 2021: $10,207,692Net Income 2021: -$39,8202021Revenue 2022: $9,811,992Expenses 2022: $9,708,530Net Income 2022: $103,4622022Revenue 2023: $9,357,550Expenses 2023: $9,306,498Net Income 2023: $51,0522023Revenue 2024: $9,626,337Expenses 2024: $9,862,314Net Income 2024: -$235,9772024

Highlighted filing

2015

Revenue$16,422,664
Expenses$16,374,901
Net Income$47,763
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 9, 2016
Return Version
2015v2.1
Gross Receipts
$16,422,664
Mission and Program Overview

Mission

To provide health care benefits to approximately 800 eligible participants covered under collective bargaining agreements between the union and the employer.

To provide health and welfare benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$2,641,673$2,511,789▼ $129,884
Cash and Non-Interest-Bearing Accounts$100,552$120,938▲ $20,386
Rtn Earn Endowment Incm Other Fnds$0$47,763▲ $47,763
Prepaid Expenses and Deferred Charges$7,951$8,644▲ $693
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,750,176$2,641,371▼ $108,805
Liabilities
Other Liabilities$2,741,328$2,584,788▼ $156,540
Accounts Payable and Accrued Expenses$8,848$8,820▼ $28
Total Liabilities$2,750,176$2,593,608▼ $156,568
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$47,763▲ $47,763
Total Liabilities and Net Assets / Fund Balance$2,750,176$2,641,371▼ $108,805
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Dan LarosnTrustee
Michael OettingerTrustee
Milton HumTrustee
Thomas SondergeldTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$16,422,664
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$47,763

Audited Revenue Reconciliation

Revenue per Audited Statements
$16,422,664
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$16,422,664
Total Revenue per Form 990
$16,422,664
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$235,760
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---$16,139,141
Fees for Services Accounting---$21,022
Fees for Services Management---$19,549
Insurance---$15,180
Fees for Services Legal---$6,087
Other Expenses---$718
Total Functional Expenses$0$0$0$16,374,901

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$16,374,901
Total Expenses per Audited Statements$16,374,901
Total Expenses per Form 990$16,374,901
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Group Insurance Premiums Payable$1,954,830
Self-funded Benefit Claims Payable$556,958
Claims Incurred But Not Reported$73,000
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, line 3

“The organization delegates control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to the contract administrator.”

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

“The entity does not have any sub-committes with the authority to act.”

Form 990, Part VI, Section B, line 11

“Trustees are mailed the Form and asked to remark if they have changes, or THE FORM 990 IS PROVIDED TO THE TRUSTEES FOR REVIEW AT A BOARD MEETING if a meeting is scheduled.”

Form 990, Part VI, Section C, line 19

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

Filing and Contact Details

Filer

Filer Name
Walgreen Co and Local 648 Welfare Trust
EIN
94-3087852
Phone
5103373050
Address
1640 SOUTH LOOP ROAD, ALAMEDA, CA 94502

Signing Officer

Name
Trustee Trustee
Title
Trustee
Phone
5103373050
Signed
2016-11-09
Discuss with paid preparer
Yes

Organization Details

Formed
1989
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
HEMMING MORSE CPA'S AND CONSULTANTS
Address
155 BOVET ROAD SUITE 600, SAN MATEO, CA 94402
Phone
4158364000
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C:

“The board of trustees assumes responsibility for oversight of the audit of the organization's financial statements and for selecting the independent auditor.”

Financial Statement Notes

Part X, Line 2:

“The Trust has adopted guidance on accounting for uncertainty in income taxes issued by the Financial Accounting Standards Board. The Trust administrator believes that the Trust has not taken uncertain tax positions that require adjustment to the financial statements as a tax liability. The Trust administrator believes it is no longer subject to income tax examinations for fiscal years prior to December 31, 2012.”

Raw XML Appendix295 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
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IRS990/AccountsReceivableGrp/EOYAmt02511789
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990/AnnualDisclosureCoveredPrsnInd00
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Trust has adopted guidance on accounting for uncertainty in income taxes issued by the Financial Accounting Standards Board. The Trust administrator believes that the Trust has not taken uncertain tax positions that require adjustment to the financial statements as a tax liability. The Trust administrator believes it is no longer subject to income tax examinations for fiscal years prior to December 31, 2012.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DELEGATES CONTROL OVER MANAGEMENT DUTIES CUSTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISION OF OFFICERS, DIRECTORS OR TRUSTEES, OR KEY EMPLOYEES TO THE CONTRACT ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The entity does not have any sub-committes with the authority to act.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Trustees are mailed the Form and asked to remark if they have changes, or THE FORM 990 IS PROVIDED TO THE TRUSTEES FOR REVIEW AT A BOARD MEETING if a meeting is scheduled.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC, UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND FOR SELECTING THE INDEPENDENT AUDITOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XII, Line 2c:
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0Schedule R, Identification of related organizations: The filing entity is a 501(c)(9) VEBA who must list contributing employers on Schedule R. The administrative office maintains a list of contributions employers, however, that list does not include Federal Tax Classification. Therefore, the list of contributing employers is reported on Part VII, Supplemental information. WALGREEN CO.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part IV, Line 34
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt047763
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt016422664
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt016422664
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt016422664
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02750176
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02641371
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01640 SOUTH LOOP ROAD
IRS990/USAddress/CityNm0ALAMEDA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094502
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Trustee Trustee
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05103373050
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALGREEN CO AND LOCAL 648 WELFARE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WALG
ReturnHeader/Filer/EIN0943087852
ReturnHeader/Filer/PhoneNum05103373050
ReturnHeader/Filer/USAddress/AddressLine1Txt01640 SOUTH LOOP ROAD
ReturnHeader/Filer/USAddress/CityNm0ALAMEDA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094502
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300702322
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HEMMING MORSE CPA'S AND CONSULTANTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 BOVET ROAD SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN MATEO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094402
ReturnHeader/PreparerPersonGrp/PhoneNum04158364000
ReturnHeader/ReturnTs02016-11-09T13:46:00-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,641,371
Liabilities
$2,593,608
Net assets
$47,763
Revenue
$16,422,664
Expenses
$16,374,901
Net income
$47,763
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.01$1.75$0.26$9.63$9.86$0.24
2023Detailed filing. Detailed filing data is available for this year.$2.15$1.66$0.50$9.36$9.31$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.05$1.60$0.45$9.81$9.71$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.04$1.69$0.34$10.2$10.2$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.09$1.71$0.38$10.4$10.6$0.17
2019Detailed filing. Detailed filing data is available for this year.$2.12$1.87$0.24$10.2$10.3$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.36$2.04$0.32$12.1$12.3$0.26
2017Detailed filing. Detailed filing data is available for this year.$2.91$2.34$0.57$13.7$13.1$0.57
2016Detailed filing. Detailed filing data is available for this year.$3.03$3.03$0.00$15.8$15.8$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.64$2.59$0.05$16.4$16.4$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.75$2.75$0.00$15.6$15.7$0.04
2013Summary only. Only limited summary data is available for this year.$2.44$2.40$0.04$13.4$13.4$0.00
2012Summary only. Only limited summary data is available for this year.$2.10$2.05$0.05$12.6$12.7$0.02
2011Summary only. Only limited summary data is available for this year.$2.03$1.97$0.07$12.1$12.0$0.01
2010Summary only. Only limited summary data is available for this year.$2.06$2.01$0.06$11.9$11.8$0.02
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)9 • $10M-$25M nonprofits