Civic Intelligence

Kaiser Permanente Labor Management Partnership Trust

990 • Fiscal year 2016 • EIN 94-3382057

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization ProfileWWW.LMPARTNERSHIP.ORG
One Kaiser Plaza 24 LakesideOakland, CA 94612

(925) 256-6321

Siviq Scores

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

Liabilities / Assets

65th percentile

0.24x

Higher debt load relative to assets than 65% of similar nonprofits.

2016 filings • 501(c)5 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

52nd percentile

0.15x

Higher debt load relative to revenue than 52% of similar nonprofits.

2016 filings • 501(c)5 • $25M-$50M nonprofits • Source year 2016

Net Margin

53rd percentile

8.4%

Higher net margin than 53% of similar nonprofits.

2016 filings • 501(c)5 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

3rd percentile

$0

Higher top officer pay than 3% of similar nonprofits.

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

2016 filings • 501(c)5 • $25M-$50M nonprofits • Source year 2016

Asset Growth

57th percentile

7.3%

Faster asset growth than 57% of similar nonprofits.

2016 filings • 501(c)5 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

82nd percentile

12%

Faster revenue growth than 82% of similar nonprofits.

2016 filings • 501(c)5 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$22,068,679

Up $1,501,757 (+7.3%) from 2015

Net Assets

Up

$16,765,123

Up $3,123,646 (+23%) from 2015

Liabilities

Down

$5,303,556

Down $1,621,889 (-23%) from 2015

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin53rd percentile

Revenue

Up

$35,217,023

Up $3,642,410 (+12%) from 2015

Expenses

Down

$32,251,267

Down $1,015,506 (-3.1%) from 2015

Net Income

Up

$2,965,756

Up $4,657,916 (+275%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$40M$30M$20M$10M$0Assets 2010: $15,278,099Liabilities 2010: $5,014,634Net Assets 2010: $10,263,4652010Assets 2011: $14,207,395Liabilities 2011: $4,333,052Net Assets 2011: $9,874,3432011Assets 2012: $15,555,166Liabilities 2012: $5,775,691Net Assets 2012: $9,779,4752012Assets 2013: $20,061,610Liabilities 2013: $5,053,105Net Assets 2013: $15,008,5052013Assets 2014: $21,637,817Liabilities 2014: $5,981,715Net Assets 2014: $15,656,1022014Assets 2015: $20,566,922Liabilities 2015: $6,925,445Net Assets 2015: $13,641,4772015Assets 2016: $22,068,679Liabilities 2016: $5,303,556Net Assets 2016: $16,765,1232016Assets 2017: $28,173,006Liabilities 2017: $9,730,422Net Assets 2017: $18,442,5842017Assets 2018: $29,054,571Liabilities 2018: $9,779,409Net Assets 2018: $19,275,1622018Assets 2019: $31,664,265Liabilities 2019: $11,454,388Net Assets 2019: $20,209,8772019Assets 2020: $32,440,226Liabilities 2020: $9,401,921Net Assets 2020: $23,038,3052020Assets 2021: $27,523,776Liabilities 2021: $5,592,090Net Assets 2021: $21,931,6862021Assets 2022: $27,009,106Liabilities 2022: $5,488,816Net Assets 2022: $21,520,2902022Assets 2023: $29,979,811Liabilities 2023: $8,776,545Net Assets 2023: $21,203,2662023Assets 2024: $28,875,574Liabilities 2024: $5,538,418Net Assets 2024: $23,337,1562024

Highlighted filing

2016

Assets$22,068,679
Liabilities$5,303,556
Net Assets$16,765,123
Open 2016 Filing

Operations Trend

Revenue Growth82nd percentile

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

$40M$20M$0-$20MRevenue 2010: $22,819,484Expenses 2010: $27,990,620Net Income 2010: -$5,171,1362010Expenses 2011: $25,424,6362011Revenue 2012: $25,820,801Expenses 2012: $25,915,669Net Income 2012: -$94,8682012Revenue 2013: $32,242,000Expenses 2013: $26,815,224Net Income 2013: $5,426,7762013Revenue 2014: $31,621,302Expenses 2014: $30,837,837Net Income 2014: $783,4652014Revenue 2015: $31,574,613Expenses 2015: $33,266,773Net Income 2015: -$1,692,1602015Revenue 2016: $35,217,023Expenses 2016: $32,251,267Net Income 2016: $2,965,7562016Revenue 2017: $36,049,011Expenses 2017: $34,494,829Net Income 2017: $1,554,1822017Revenue 2018: $31,643,781Expenses 2018: $30,748,866Net Income 2018: $894,9152018Revenue 2019: $23,334,903Expenses 2019: $22,400,188Net Income 2019: $934,7152019Revenue 2020: $22,060,918Expenses 2020: $19,525,574Net Income 2020: $2,535,3442020Revenue 2021: $19,199,099Expenses 2021: $20,383,317Net Income 2021: -$1,184,2182021Revenue 2022: $19,681,184Expenses 2022: $19,594,364Net Income 2022: $86,8202022Revenue 2023: $23,001,410Expenses 2023: $23,588,310Net Income 2023: -$586,9002023Revenue 2024: $23,524,060Expenses 2024: $21,483,328Net Income 2024: $2,040,7322024

Highlighted filing

2016

Revenue$35,217,023
Expenses$32,251,267
Net Income$2,965,756
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$35,217,023
Mission and Program Overview

Mission

To fund cooperative actions between organizations participating in the kaiser permanente medical care program and the coalition of kaiser permanente unions, afl-cio.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$10,383,877$11,087,343▲ $703,466
Investments in Publicly Traded Securities$7,394,193$7,616,559▲ $222,366
Pledges and Grants Receivable$2,783,676$3,129,605▲ $345,929
Accounts Receivable$5,176$157,129▲ $151,953
Prepaid Expenses and Deferred Charges-$78,043-
Total Assets$20,566,922$22,068,679▲ $1,501,757
Liabilities
Other Liabilities$6,547,740$5,035,858▼ $1,511,882
Accounts Payable and Accrued Expenses$377,705$267,698▼ $110,007
Total Liabilities$6,925,445$5,303,556▼ $1,621,889
Net Assets / Fund Balance
Unrestricted Net Assets$13,641,477$16,765,123▲ $3,123,646
Total Net Assets Fund Balance$13,641,477$16,765,123▲ $3,123,646
Total Liabilities and Net Assets / Fund Balance$20,566,922$22,068,679▲ $1,501,757
Compensation and Service Providers
Top Officer Pay3rd percentile

Board Members and Trustees

NameTitle
Chokri BensaidTrustee
Dennis DabneyTrustee
Gail LamTrustee
Hal RuddickTrustee
Jim PruittTrustee
Kevin WilliamsonTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Unalp CPA Group INCAccounting & Administation590 LENNON LANE SUITE 160, Walnut Creek, CA 94598$807,410
Cenveo Graphic Arts CenterEducational MaterialsPO BOX 31001-1187, Pasadena, CA 91110$240,258
Stoller Design TotalLabor Liaison For Ncal3549 LAKESHORE AVE, Oakland, CA 94610$176,891
AdvancethisGraphic Design Firm1818 HARMON STREET, Berkeley, CA 94703$145,115
-Consultants1915 CARLETON STREET, Berkeley, CA 94704$108,625
Revenue and Support

Revenue Composition

Contributions and Grants
$35,135,085
Program Service Revenue
$0
Investment Income
$81,938
Other Revenue
$0
All Other Contributions
$35,135,085
Change in Net Assets
$2,965,756

Audited Revenue Reconciliation

Revenue per Audited Statements
$35,217,023
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$157,890
Total Revenue per Audited Statements
$35,374,913
Total Revenue per Form 990
$35,217,023
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$32,251,267
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
Travel---$3,290,621
Fees for Services Other---$1,633,649
Conferences and Meetings---$906,957
Occupancy---$174,774
Office Expenses---$161,138
Information Technology---$79,631
Insurance---$77,476
Fees for Services Accounting---$69,758
All Other Expenses---$45,980
Other Expenses---$29,026
Fees for Services Legal---$21,110
Total Functional Expenses$0$0$0$32,251,267

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$32,251,267
Total Expenses per Audited Statements$32,251,267
Total Expenses per Form 990$32,251,267
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
Due to Kaiser Permanente$5,035,858
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
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
No

Governance Explanations

Form 990, Part VI, Section A, Line 4

“Prior to october 1, 2015, the trust was governed by the strategy group of the kaiser permanente labor management partnership. Pursuant to the new national agreement, effective october 1, 2015, governance was transferred to the trust's board of trustees. The board of trustees consists of six members, half appointed by the kaiser pemanente medical care program (kaiser permanente) and half by the coalition of kaiser permanente unions, afl-cio (coalition). On july 15, 2016, kaiser permanente and the coalition adopted an amended and restated trust agreement to conform the trust agreement to the new national agreement. On september 16, 2016, the trust agreement was reexecuted with no substantive change.”

Form 990, Part VI, Section A, Line 7A

“In accord with the terms of the trust agreement, kaiser permanente health plan and the coalition kaiser permanente unions, afl-cio, each have the authority to appoint three trustees to the board of trustees.”

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

“A copy of form 990 is reviewed by the trustees having the most financial accumen. A copy of thee return as filed is then provided to all trustees.”

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

“The organization regularly and consistently monitors and enforces compliance with the conflict of interest policy.”

Form 990, Part VI, Section C, Line 19

“The organization adheres to public disclosure laws that apply to it.”

Filing and Contact Details

Filer

Filer Name
Kaiser Permanente Labor Management
EIN
94-3382057
Phone
9252566321
Address
ONE KAISER PLAZA 24 LAKESIDE, OAKLAND, CA 94612

Signing Officer

Name
Gail Lam
Title
Trustee
Phone
9252566321
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Board of Trustees
Formed
2001
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Rgp Llp
Address
3478 BUSKIRK AVE STE 308, PLEASANT HILL, CA 94523
Preparer
Ward Pynn
Phone
9259540100
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Reimbursed payroll fees 16,681. Other consulting and professional fees 1,603,422. Other fees - application 13,546.”

Financial Statement Notes

PART X, LINE 2:

“The trust has adopted the provisions related to accounting for uncertainty in income taxes, which defines a recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. The trust's management has considered its tax positions and believes that all of the positions taken by the trust in its federal and state tax returns are more likely than not to be sustained upon examination. The trust files tax returns in the us federal jurisdictions. With few exceptions, the trust is no longer subject to tax examinations by federal tax authorities for years before 2012.”

Raw XML AppendixShowing 400 of 409 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.

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IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02783676
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt03129605
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt078043
IRS990/PrincipalOfficerNm0BOARD OF TRUSTEES
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt031410056
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0164557
IRS990/PYOtherExpensesAmt033266773
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-1692160
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt033266773
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt031574613
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt02965756
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
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IRS990/ScheduleBRequiredInd00
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IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
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IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0157890
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05035858
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO KAISER PERMANENTE
IRS990ScheduleD/RevenueNotReportedAmt0157890
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt035217023
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST HAS ADOPTED THE PROVISIONS RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH DEFINES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE TRUST'S MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY THE TRUST IN ITS FEDERAL AND STATE TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. THE TRUST FILES TAX RETURNS IN THE US FEDERAL JURISDICTIONS. WITH FEW EXCEPTIONS, THE TRUST IS NO LONGER SUBJECT TO TAX EXAMINATIONS BY FEDERAL TAX AUTHORITIES FOR YEARS BEFORE 2012.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt032251267
IRS990ScheduleD/TotalLiabilityAmt05035858
IRS990ScheduleD/TotalRevenuePerForm990Amt035217023
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt035374913
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt032251267
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0HAL RUDDICK
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt1CHOKRI BENSAID
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt2DENNIS DABNEY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt3JIM PRUITT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt4GAIL LAM
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt5KEVIN WILLIAMSON
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0TRUSTEE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1TRUSTEE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt2TRUSTEE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt3TRUSTEE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt4TRUSTEE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt5TRUSTEE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd10
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd20
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd30
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd40
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd50
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0EACH TRUSTEE IS EITHER AN EMPLOYEE OF (1) KAISER PERMANENTE MANAGEMENT, (2) THE COALITION OF KAISER PERMANENTE UNIONS OR (3) A UNION THAT HAS A COLLECTIVE BARGAINING AGREEMENT WITH KAISER PERMANENTE.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART IV
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRIOR TO OCTOBER 1, 2015, THE TRUST WAS GOVERNED BY THE STRATEGY GROUP OF THE KAISER PERMANENTE LABOR MANAGEMENT PARTNERSHIP. PURSUANT TO THE NEW NATIONAL AGREEMENT, EFFECTIVE OCTOBER 1, 2015, GOVERNANCE WAS TRANSFERRED TO THE TRUST'S BOARD OF TRUSTEES. THE BOARD OF TRUSTEES CONSISTS OF SIX MEMBERS, HALF APPOINTED BY THE KAISER PEMANENTE MEDICAL CARE PROGRAM (KAISER PERMANENTE) AND HALF BY THE COALITION OF KAISER PERMANENTE UNIONS, AFL-CIO (COALITION). ON JULY 15, 2016, KAISER PERMANENTE AND THE COALITION ADOPTED AN AMENDED AND RESTATED TRUST AGREEMENT TO CONFORM THE TRUST AGREEMENT TO THE NEW NATIONAL AGREEMENT. ON SEPTEMBER 16, 2016, THE TRUST AGREEMENT WAS REEXECUTED WITH NO SUBSTANTIVE CHANGE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IN ACCORD WITH THE TERMS OF THE TRUST AGREEMENT, KAISER PERMANENTE HEALTH PLAN AND THE COALITION KAISER PERMANENTE UNIONS, AFL-CIO, EACH HAVE THE AUTHORITY TO APPOINT THREE TRUSTEES TO THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF FORM 990 IS REVIEWED BY THE TRUSTEES HAVING THE MOST FINANCIAL ACCUMEN. A COPY OF THEE RETURN AS FILED IS THEN PROVIDED TO ALL TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION ADHERES TO PUBLIC DISCLOSURE LAWS THAT APPLY TO IT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5REIMBURSED PAYROLL FEES 16,681. OTHER CONSULTING AND PROFESSIONAL FEES 1,603,422. OTHER FEES - APPLICATION 13,546.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
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 IX, LINE 11G
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CKPU-KP EDUCATION & TRAINING TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0205219583
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0FUND EDUCATION OF KAISER PERMANENTE EMPLOYEES.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01800 HARRISON STREET 15TH FLOOR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0OAKLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094612
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd01
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt036770
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ALLOCATION OF TIME
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0CKPU-KP EDUCATION & TRAINING TRUST
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0L
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt020566922
IRS990/TotalAssetsEOYAmt022068679
IRS990/TotalAssetsGrp/BOYAmt020566922
IRS990/TotalAssetsGrp/EOYAmt022068679
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt035135085
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt032251267
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06925445
IRS990/TotalLiabilitiesEOYAmt05303556
IRS990/TotalLiabilitiesGrp/BOYAmt06925445
IRS990/TotalLiabilitiesGrp/EOYAmt05303556
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt013641477
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt016765123
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt081938
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt035217023
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt020566922
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt022068679
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt03290621
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt013641477
IRS990/UnrestrictedNetAssetsGrp/EOYAmt016765123
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0ONE KAISER PLAZA 24 LAKESIDE
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IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094612
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0HTTP://WWW.LMPARTNERSHIP.ORG/
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GAIL LAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09252566321
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PARTNERSHIP TRUST
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm008:29:22
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810742089
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RGP LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03478 BUSKIRK AVE STE 308
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLEASANT HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094523

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,068,679
Liabilities
$5,303,556
Net assets
$16,765,123
Revenue
$35,217,023
Expenses
$32,251,267
Net income
$2,965,756
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$28.9$5.54$23.3$23.5$21.5$2.04
2023Detailed filing. Detailed filing data is available for this year.$30.0$8.78$21.2$23.0$23.6$0.59
2022Detailed filing. Detailed filing data is available for this year.$27.0$5.49$21.5$19.7$19.6$0.09
2021Detailed filing. Detailed filing data is available for this year.$27.5$5.59$21.9$19.2$20.4$1.18
2020Detailed filing. Detailed filing data is available for this year.$32.4$9.40$23.0$22.1$19.5$2.54
2019Detailed filing. Detailed filing data is available for this year.$31.7$11.5$20.2$23.3$22.4$0.93
2018Detailed filing. Detailed filing data is available for this year.$29.1$9.78$19.3$31.6$30.7$0.89
2017Detailed filing. Detailed filing data is available for this year.$28.2$9.73$18.4$36.0$34.5$1.55
2016Detailed filing. Detailed filing data is available for this year.$22.1$5.30$16.8$35.2$32.3$2.97
2015Detailed filing. Detailed filing data is available for this year.$20.6$6.93$13.6$31.6$33.3$1.69
2014Detailed filing. Detailed filing data is available for this year.$21.6$5.98$15.7$31.6$30.8$0.78
2013Detailed filing. Detailed filing data is available for this year.$20.1$5.05$15.0$32.2$26.8$5.43
2012Summary only. Only limited summary data is available for this year.$15.6$5.78$9.78$25.8$25.9$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.2$4.33$9.87$25.4
2010Summary only. Only limited summary data is available for this year.$15.3$5.01$10.3$22.8$28.0$5.17