Civic Intelligence

Walgreen Co and Local 648 Welfare Trust

990 • Fiscal year 2017 • EIN 94-3087852

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization ProfileN/A

View Organization Page

1000 Burnett Ave No 110Concord, CA 94520

(925) 746-7580

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.80x

Higher debt load relative to assets than 93% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

76th percentile

0.17x

Higher debt load relative to revenue than 76% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Net Margin

51st percentile

4.2%

Higher net margin than 51% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Asset Growth

22nd percentile

-3.9%

Faster asset growth than 22% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

11th percentile

-13%

Faster revenue growth than 11% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$2,911,359

Down $117,791 (-3.9%) from 2016

Net Assets

Up

$573,914

Up $570,826 (+18485%) from 2016

Liabilities

Down

$2,337,445

Down $688,617 (-23%) from 2016

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin51st percentile

Revenue

Down

$13,670,599

Down $2,107,758 (-13%) from 2016

Expenses

Down

$13,099,773

Down $2,723,259 (-17%) from 2016

Net Income

Up

$570,826

Up $615,501 (+1378%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2017

Assets$2,911,359
Liabilities$2,337,445
Net Assets$573,914
Open 2017 Filing

Operations Trend

Revenue Growth11th 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

2017

Revenue$13,670,599
Expenses$13,099,773
Net Income$570,826
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.2
Gross Receipts
$13,670,599
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$2,933,984$2,817,050▼ $116,934
Rtn Earn Endowment Incm Other Fnds$3,088$573,914▲ $570,826
Cash and Non-Interest-Bearing Accounts$86,975$84,224▼ $2,751
Prepaid Expenses and Deferred Charges$8,191$10,085▲ $1,894
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,029,150$2,911,359▼ $117,791
Liabilities
Other Liabilities$3,010,319$2,322,478▼ $687,841
Accounts Payable and Accrued Expenses$15,743$14,967▼ $776
Total Liabilities$3,026,062$2,337,445▼ $688,617
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,088$573,914▲ $570,826
Total Liabilities and Net Assets / Fund Balance$3,029,150$2,911,359▼ $117,791
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$13,670,599
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$570,826

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,670,599
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$13,670,599
Total Revenue per Form 990
$13,670,599
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$180,593
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---$12,919,180
Fees for Services Management---$24,929
Fees for Services Accounting---$23,360
Insurance---$15,503
Fees for Services Legal---$12,258
Other Expenses---$2,273
Total Functional Expenses$0$0$0$13,099,773

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$13,099,773
Total Expenses per Audited Statements$13,099,773
Total Expenses per Form 990$13,099,773
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$1,681,556
Self-funded Benefit Claims Payable$570,922
Claims Incurred But Not Reported$70,000
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-committees with authority to act.”

Form 990, Part VI, Section B, line 11B

“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
9257467580
Address
1000 Burnett Ave No 110, Concord, CA 94520

Signing Officer

Name
Trustee Trustee
Title
Officer
Phone
9257467580
Signed
2018-11-15
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
Vavrinek Trine Day & Co Llp
Address
1900 S NORFOLK STREET SUITE 225, SAN MATEO, CA 94403
Preparer
Jennifer Snow
Phone
9094664410
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.”

Raw XML Appendix303 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
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt015743
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt014967
IRS990/AccountsReceivableGrp/BOYAmt02933984
IRS990/AccountsReceivableGrp/EOYAmt02817050
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt012919180
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0UFCW & Employers Trust
IRS990/BooksInCareOfDetail/PhoneNum09257467580
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01000 Burnett Ave Suite 110
IRS990/BooksInCareOfDetail/USAddress/CityNm0Concord
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IRS990/Form990PartVIISectionAGrp/PersonNm0MICHAEL OETTINGER
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IRS990/Form990PartVIISectionAGrp/PersonNm3THOMAS SONDERGELD
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
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IRS990/GamingActivitiesInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt015503
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0NONE
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03088
IRS990/NetAssetsOrFundBalancesEOYAmt0573914
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER ADMIN FEES
IRS990/OtherExpensesGrp/Desc1CONSULTANT
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3BANK FEES
IRS990/OtherExpensesGrp/TotalAmt057082
IRS990/OtherExpensesGrp/TotalAmt142755
IRS990/OtherExpensesGrp/TotalAmt22433
IRS990/OtherExpensesGrp/TotalAmt32273
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IRS990/PayPremiumsPrsnlBnftCntrctInd00
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IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13237702
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SELF-FUNDED BENEFIT CLAIMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CLAIMS INCURRED BUT NOT REPORTED
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
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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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
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-COMMITTEES WITH 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 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XII, Line 2c:
IRS990/SchoolOperatingInd00
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IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt02911359
IRS990/TotalAssetsGrp/BOYAmt03029150
IRS990/TotalAssetsGrp/EOYAmt02911359
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt013099773
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt02337445
IRS990/TotalLiabilitiesGrp/BOYAmt03026062
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03088
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IRS990/TotalOtherCompensationAmt00
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IRS990/TotalReportableCompFromOrgAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt013670599
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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ReturnHeader/FilingSecurityInformation/IPTm008:42:05
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952648289
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01900 S NORFOLK STREET SUITE 225
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER SNOW
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ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,911,359
Liabilities
$2,337,445
Net assets
$573,914
Revenue
$13,670,599
Expenses
$13,099,773
Net income
$570,826
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