Civic Intelligence

Walgreen Co and Local 648 Welfare Trust

990 • Fiscal year 2020 • EIN 94-3087852

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 29, 2021

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

95th percentile

0.82x

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

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

80th percentile

0.16x

Higher debt load relative to revenue than 80% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Net Margin

26th percentile

-1.6%

Higher net margin than 26% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

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.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Asset Growth

26th percentile

-1.1%

Faster asset growth than 26% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

56th percentile

1.9%

Faster revenue growth than 56% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$2,093,124

Down $23,025 (-1.1%) from 2019

Net Assets

Up

$382,427

Up $138,088 (+57%) from 2019

Liabilities

Down

$1,710,697

Down $161,113 (-8.6%) from 2019

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin26th percentile

Revenue

Up

$10,415,953

Up $194,656 (+1.9%) from 2019

Expenses

Up

$10,584,171

Up $288,528 (+2.8%) from 2019

Net Income

Down

-$168,218

Down $93,872 (-126%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2020

Assets$2,093,124
Liabilities$1,710,697
Net Assets$382,427
Open 2020 Filing

Operations Trend

Revenue Growth56th 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

2020

Revenue$10,415,953
Expenses$10,584,171
Net Income-$168,218
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 29, 2021
Return Version
2020v4.1
Gross Receipts
$10,415,953
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$1,956,212$1,918,892▼ $37,320
Rtn Earn Endowment Incm Other Fnds$244,339$382,427▲ $138,088
Cash and Non-Interest-Bearing Accounts$149,750$163,955▲ $14,205
Prepaid Expenses and Deferred Charges$10,187$10,277▲ $90
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,116,149$2,093,124▼ $23,025
Liabilities
Other Liabilities$1,870,062$1,709,870▼ $160,192
Accounts Payable and Accrued Expenses$1,748$827▼ $921
Total Liabilities$1,871,810$1,710,697▼ $161,113
Net Assets / Fund Balance
Total Net Assets Fund Balance$244,339$382,427▲ $138,088
Total Liabilities and Net Assets / Fund Balance$2,116,149$2,093,124▼ $23,025
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Michael OettingerChair
Dan LarsonTrustee
Kim AndersonTrustee
Milton HumSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$10,415,953
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-168,218

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,415,953
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$10,415,953
Total Revenue per Form 990
$10,415,953
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$132,598
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---$10,451,573
Fees for Services Other---$28,381
Fees for Services Management---$23,568
Insurance---$17,638
Fees for Services Accounting---$8,950
Fees for Services Legal---$6,600
Other Expenses---$2,561
Total Functional Expenses$0$0$0$10,584,171

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$10,627,154
Expenses per Audited Statements$10,584,171
Total Expenses per Form 990$10,584,171
Expenses Not Reported on Form 990$42,983
Expenses Not Reported on Financial Statements$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$1,328,214
Self-funded Benefit Claims Payable$331,656
Claims Incurred But Not Reported$50,000
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 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
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, ufcw & employers trust.”

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

“The entity does not have any sub-committees with authority to act on behalf of the trustees.”

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

“The chair and the secretary review the form.”

Form 990, Part VI, Section B, Line 12C

“Officers, directors, and trustees are required to disclose annually any interest that could give rise to conflicts. Compliance with the policy is discussed and presented in board meetings annually.”

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.”

Form 990, Part VII, Column E and F

“Trustees of the trust are employees of contributing employers that are considered related organizations under the definitions in schedule r. The trust is unable to report compensation and benefits paid to the trustees by related organizations as it was unable to obtain the information after making reasonable efforts. The trust requested the compensation information from the trustee(s) by providing a questionnaire requesting the required information along with instructions to explain the information needed. The questionnaires for the trustees were not received back prior to filing the tax return.”

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
Rick a Silva
Title
Officer
Phone
9257467580
Signed
2021-10-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rick a Silva
Formed
1989
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Eide Bailly Llp
Address
10681 FOOTHILL BLVD STE 300, RANCHO CUCAMONGA, CA 91730-3831
Preparer
Catherine L Gray
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.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Change in net benefit obligations 42,983.”

Raw XML Appendix343 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/BOYAmt01748
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0827
IRS990/AccountsReceivableGrp/BOYAmt01956212
IRS990/AccountsReceivableGrp/EOYAmt01918892
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt010451573
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0UFCW & EMPLOYERS TRUST
IRS990/BooksInCareOfDetail/PhoneNum09257467580
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01000 BURNETT AVE NO 110
IRS990/BooksInCareOfDetail/USAddress/CityNm0CONCORD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094520
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IRS990/CashNonInterestBearingGrp/BOYAmt0149750
IRS990/CashNonInterestBearingGrp/EOYAmt0163955
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
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IRS990/CYTotalRevenueAmt010415953
IRS990/DecisionsSubjectToApprovaInd00
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IRS990/Desc0TO PROVIDE HEALTH CARE BENEFITS TO APPROXIMATELY 654 ELIGIBLE PARTICIPANTS COVERED UNDER COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE UNION AND THE EMPLOYER.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt08950
IRS990/FeesForServicesLegalGrp/TotalAmt06600
IRS990/FeesForServicesManagementGrp/TotalAmt023568
IRS990/FeesForServicesOtherGrp/TotalAmt028381
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0MICHAEL OETTINGER
IRS990/Form990PartVIISectionAGrp/PersonNm1MILTON HUM
IRS990/Form990PartVIISectionAGrp/PersonNm2DAN LARSON
IRS990/Form990PartVIISectionAGrp/PersonNm3KIM ANDERSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01989
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt010415953
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt017638
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH CARE BENEFITS TO APPROXIMATELY 800 ELIGIBLE PARTICIPANTS COVERED UNDER COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE UNION AND THE EMPLOYER.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0244339
IRS990/NetAssetsOrFundBalancesEOYAmt0382427
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER ADMIN FEES
IRS990/OtherExpensesGrp/Desc1BANK FEES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
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IRS990/OtherExpensesGrp/TotalAmt22561
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IRS990/PartialLiquidationInd00
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IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
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IRS990/PriorPeriodAdjustmentsAmt0306306
IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
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IRS990/RelatedEntityInd01
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IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
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IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1331656
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt250000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0GROUP INSURANCE PREMIUMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SELF-FUNDED BENEFIT CLAIMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CLAIMS INCURRED BUT NOT REPORTED
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt010415953
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/ExplanationTxt1CHANGE IN NET BENEFIT OBLIGATIONS 42,983.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt010584171
IRS990ScheduleD/TotalLiabilityAmt01709870
IRS990ScheduleD/TotalRevenuePerForm990Amt010415953
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt010415953
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt010627154
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, UFCW & EMPLOYERS TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ENTITY DOES NOT HAVE ANY SUB-COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CHAIR AND THE SECRETARY REVIEW THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OFFICERS, DIRECTORS, AND TRUSTEES ARE REQUIRED TO DISCLOSE ANNUALLY ANY INTEREST THAT COULD GIVE RISE TO CONFLICTS. COMPLIANCE WITH THE POLICY IS DISCUSSED AND PRESENTED IN BOARD MEETINGS ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC, UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TRUSTEES OF THE TRUST ARE EMPLOYEES OF CONTRIBUTING EMPLOYERS THAT ARE CONSIDERED RELATED ORGANIZATIONS UNDER THE DEFINITIONS IN SCHEDULE R. THE TRUST IS UNABLE TO REPORT COMPENSATION AND BENEFITS PAID TO THE TRUSTEES BY RELATED ORGANIZATIONS AS IT WAS UNABLE TO OBTAIN THE INFORMATION AFTER MAKING REASONABLE EFFORTS. THE TRUST REQUESTED THE COMPENSATION INFORMATION FROM THE TRUSTEE(S) BY PROVIDING A QUESTIONNAIRE REQUESTING THE REQUIRED INFORMATION ALONG WITH INSTRUCTIONS TO EXPLAIN THE INFORMATION NEEDED. THE QUESTIONNAIRES FOR THE TRUSTEES WERE NOT RECEIVED BACK PRIOR TO FILING THE TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE 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 B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VII, COLUMN E AND F
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0WALGREEN CO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0LOCAL 648 OF THE UNITED FOOD AND COMMERCIAL WORKERS INTERNATIONAL UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0943087852
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0401(A)1
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LABOR UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01000 BURNETT AVE 110
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CONCORD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094520
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02116149
IRS990/TotalAssetsEOYAmt02093124
IRS990/TotalAssetsGrp/BOYAmt02116149
IRS990/TotalAssetsGrp/EOYAmt02093124
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt010584171
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01871810
IRS990/TotalLiabilitiesEOYAmt01710697
IRS990/TotalLiabilitiesGrp/BOYAmt01871810
IRS990/TotalLiabilitiesGrp/EOYAmt01710697
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0244339
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0382427
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt010415953
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt010415953
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt010415953
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02116149
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02093124
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01000 BURNETT AVE NO 110
IRS990/USAddress/CityNm0CONCORD
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094520
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICK A SILVA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum09257467580
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALGREEN CO AND LOCAL 648 WELFARE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WALG
ReturnHeader/Filer/EIN0943087852
ReturnHeader/Filer/PhoneNum09257467580
ReturnHeader/Filer/USAddress/AddressLine1Txt01000 BURNETT AVE NO 110
ReturnHeader/Filer/USAddress/CityNm0CONCORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094520
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450250958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EIDE BAILLY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010681 FOOTHILL BLVD STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RANCHO CUCAMONGA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0917303831
ReturnHeader/PreparerPersonGrp/PhoneNum09094664410
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHERINE L GRAY
ReturnHeader/ReturnTs02021-11-08T17:07:24-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SILVA
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,093,124
Liabilities
$1,710,697
Net assets
$382,427
Revenue
$10,415,953
Expenses
$10,584,171
Net income
-$168,218
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

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