Civic Intelligence

Apartment Employees' Welfare Fund

EIN 94-6069860 • 501(c)9 • Covina, CA

Profile

To provide health care benefits to eligible collectively bargained participants.

1055 PARK VIEW DRIVE Suite 111Covina, CA 91724

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

71st percentile

0.16x

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

501(c)9 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

74th percentile

0.12x

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

501(c)9 • $5M-$10M nonprofits • Source year 2024

Net Margin

57th percentile

4.4%

Higher net margin than 57% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

60th percentile

7.7%

Faster asset growth than 60% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

24th percentile

-4.3%

Faster revenue growth than 24% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$6,502,523

Up $464,731 (+7.7%) from 2023

Liabilities

Up

$1,024,120

Up $61,551 (+6.4%) from 2023

Net Assets

Up

$5,478,403

Up $403,180 (+7.9%) from 2023

Revenue

Down

$8,450,328

Down $382,915 (-4.3%) from 2023

Expenses

Down

$8,079,304

Down $247,698 (-3.0%) from 2023

Net Income

Down

$371,024

Down $135,217 (-27%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $2,805,783Liabilities 2010: $599,757Net Assets 2010: $2,206,0262010Assets 2011: $2,777,221Liabilities 2011: $610,611Net Assets 2011: $2,166,6102011Assets 2012: $3,147,786Liabilities 2012: $743,189Net Assets 2012: $2,404,5972012Assets 2013: $3,468,405Liabilities 2013: $730,622Net Assets 2013: $2,737,7832013Assets 2014: $4,368,260Liabilities 2014: $893,044Net Assets 2014: $3,475,2162014Assets 2015: $5,009,558Liabilities 2015: $1,416,111Net Assets 2015: $3,593,4472015Assets 2016: $5,143,537Liabilities 2016: $615,008Net Assets 2016: $4,528,5292016Assets 2017: $4,849,201Liabilities 2017: $665,585Net Assets 2017: $4,183,6162017Assets 2018: $4,895,654Liabilities 2018: $639,249Net Assets 2018: $4,256,4052018Assets 2019: $5,958,954Liabilities 2019: $786,938Net Assets 2019: $5,172,0162019Assets 2020: $5,275,608Liabilities 2020: $571,577Net Assets 2020: $4,704,0312020Assets 2021: $5,477,744Liabilities 2021: $740,002Net Assets 2021: $4,737,7422021Assets 2022: $5,165,874Liabilities 2022: $759,206Net Assets 2022: $4,406,6682022Assets 2023: $6,037,792Liabilities 2023: $962,569Net Assets 2023: $5,075,2232023Assets 2024: $6,502,523Liabilities 2024: $1,024,120Net Assets 2024: $5,478,4032024

Highlighted filing

2024

Assets$6,502,523
Liabilities$1,024,120
Net Assets$5,478,403

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2010: $5,521,002Expenses 2010: $5,713,016Net Income 2010: -$192,0142010Revenue 2011: $6,050,687Expenses 2011: $6,116,002Net Income 2011: -$65,3152011Revenue 2012: $7,055,320Expenses 2012: $6,823,900Net Income 2012: $231,4202012Revenue 2013: $7,724,576Expenses 2013: $7,353,803Net Income 2013: $370,7732013Revenue 2014: $8,726,039Expenses 2014: $7,994,392Net Income 2014: $731,6472014Revenue 2015: $7,941,155Expenses 2015: $7,811,229Net Income 2015: $129,9262015Revenue 2016: $7,649,993Expenses 2016: $6,706,149Net Income 2016: $943,8442016Revenue 2017: $7,105,319Expenses 2017: $7,449,159Net Income 2017: -$343,8402017Revenue 2018: $6,929,691Expenses 2018: $6,814,761Net Income 2018: $114,9302018Revenue 2019: $8,464,223Expenses 2019: $7,679,555Net Income 2019: $784,6682019Revenue 2020: $6,878,138Expenses 2020: $7,363,793Net Income 2020: -$485,6552020Revenue 2021: $6,534,681Expenses 2021: $6,398,161Net Income 2021: $136,5202021Revenue 2022: $7,454,953Expenses 2022: $7,562,971Net Income 2022: -$108,0182022Revenue 2023: $8,833,243Expenses 2023: $8,327,002Net Income 2023: $506,2412023Revenue 2024: $8,450,328Expenses 2024: $8,079,304Net Income 2024: $371,0242024

Highlighted filing

2024

Revenue$8,450,328
Expenses$8,079,304
Net Income$371,024

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.50$1.02$5.48$8.45$8.08$0.37
2023Detailed filing. Detailed filing data is available for this year.$6.04$0.96$5.08$8.83$8.33$0.51
2022Detailed filing. Detailed filing data is available for this year.$5.17$0.76$4.41$7.45$7.56$0.11
2021Detailed filing. Detailed filing data is available for this year.$5.48$0.74$4.74$6.53$6.40$0.14
2020Detailed filing. Detailed filing data is available for this year.$5.28$0.57$4.70$6.88$7.36$0.49
2019Detailed filing. Detailed filing data is available for this year.$5.96$0.79$5.17$8.46$7.68$0.78
2018Detailed filing. Detailed filing data is available for this year.$4.90$0.64$4.26$6.93$6.81$0.11
2017Detailed filing. Detailed filing data is available for this year.$4.85$0.67$4.18$7.11$7.45$0.34
2016Detailed filing. Detailed filing data is available for this year.$5.14$0.62$4.53$7.65$6.71$0.94
2015Detailed filing. Detailed filing data is available for this year.$5.01$1.42$3.59$7.94$7.81$0.13
2014Detailed filing. Detailed filing data is available for this year.$4.37$0.89$3.48$8.73$7.99$0.73
2013Summary only. Only limited summary data is available for this year.$3.47$0.73$2.74$7.72$7.35$0.37
2012Summary only. Only limited summary data is available for this year.$3.15$0.74$2.40$7.06$6.82$0.23
2011Summary only. Only limited summary data is available for this year.$2.78$0.61$2.17$6.05$6.12$0.07
2010Summary only. Only limited summary data is available for this year.$2.81$0.60$2.21$5.52$5.71$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$9,385,575
Mission and Program Overview

Mission

NONE

To provide health care benefits to eligible collectively bargained participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$5,075,223$5,478,403▲ $403,180
Investments in Publicly Traded Securities$3,209,650$3,320,062▲ $110,412
Cash and Non-Interest-Bearing Accounts$1,917,452$1,807,505▼ $109,947
Savings and Temporary Cash Investments$170,830$704,775▲ $533,945
Accounts Receivable$733,557$651,490▼ $82,067
Prepaid Expenses and Deferred Charges$6,303$18,691▲ $12,388
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$6,037,792$6,502,523▲ $464,731
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$947,492$1,015,393▲ $67,901
Accounts Payable and Accrued Expenses$15,077$8,727▼ $6,350
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$962,569$1,024,120▲ $61,551
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,075,223$5,478,403▲ $403,180
Total Liabilities and Net Assets / Fund Balance$6,037,792$6,502,523▲ $464,731
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mark SharwoodChairman
Michael SederCo-chair/secretary
Patrick Kennedythru 61124Co-Chairman/SECRETARY
Emmanuel EricTrustee
Eugenia GutierrezTrustee - Alternate
Margo KarstadtTrustee - Alternate
Aprilynn StewartTrustee Eff 9/9/24
See Sch O for CompensationPaid by Related Organizations
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,314,921
Investment Income
$118,474
Other Revenue
$16,933
Change in Net Assets
$371,024

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,435,633
Revenue Not Reported on Financial Statements
$14,695
Revenue Not Reported on Form 990
$32,156
Total Revenue per Audited Statements
$8,467,789
Total Revenue per Form 990
$8,450,328
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$240,355
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---$7,838,949
Fees for Services Management---$63,960
Fees for Services Accounting---$53,617
Office Expenses---$45,765
Fees for Services Other---$34,821
Fees for Services Legal---$19,704
Fees for Service Investment Mgmnt Fees---$14,695
Insurance---$5,682
Conferences and Meetings---$2,111
Total Functional Expenses$0$0$0$8,079,304

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,152,596
Total Expenses per Audited Statements$8,152,596
Total Expenses per Form 990$8,079,304
Expenses Not Reported on Financial Statements$-73,292
Other Expense Adjustments$-87,987
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accumulated Eligibility Credits$630,721
Due to Related Fund$293,773
Benefit Claims Payable Ibnr$67,804
Premiums Payable$23,095
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 of management duties customarily performed by or under the direct supervision of officers, directors, trustees, or key employees to the contract administrator - pacific southwest administrators.

FORM 990, PART VI, SECTION B, LINE 11B:

A copy of the form 990 was provided to each governing body member. Review of form 990 was conducted by the board of trustees (the governing board) prior to filing with the irs.

FORM 990, PART VI, SECTION B, LINE 12C:

Each representative of the trust is covered by a conflict-of-interest policy. Potential conflicts of interest shall be disclosed to all other representatives of the trust and the trust's legal counsel. The trust's legal counsel shall make a recommendation on the course of action regarding potential conflicts-of-interest.

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.

PART VII, SECTION A, LINE 1A:

Trustees are not compensated by the trust. Compensation paid to trustees employed by other related organizations is reported on the form 990 filed with the internal revenue service by the related tax-exempt organization. If you would like additional information, please contact the third-party administrator, pacific southwest administrators.

Filing and Contact Details

Filer

Filer Name
APARTMENT EMPLOYEES' WELFARE FUND
EIN
94-6069860
In Care Of
% PSWA
Phone
8444110785
Address
1055 PARK VIEW DRIVE Suite 111, COVINA, CA 91724

Signing Officer

Name
Mark Sharwood
Title
Chairman
Phone
2063294900
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Sharwood
Formed
1951
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Withumsmithbrownpc
Address
6101 BOLLINGER CANYON RD STE 400, SAN RAMON, CA 94583
Preparer
Troy Atkinson
Phone
9252779100
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The board of trustees assumes responsibility for oversight of the audit and selection of an independent auditor. This process has not changed.

Financial Statement Notes

PART X, LINE 2:

The plan's administrator has analyzed the tax positions taken by the plan and has concluded that, as of december 31, 2024 and 2023, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The plan is subject to routine audits by the taxing jurisdictions; however, there are currently no audits for any tax periods in progress.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Change in benefit obligation: $-87,987

Raw XML AppendixShowing 400 of 470 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/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE - ALTERNATE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE - ALTERNATE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5CO-CHAIR/SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE EFF 9/9/24
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt167804
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2630721
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3293773
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PREMIUMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1BENEFIT CLAIMS PAYABLE IBNR
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ACCUMULATED ELIGIBILITY CREDITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3DUE TO RELATED FUND
IRS990ScheduleD/RevenueNotReportedAmt032156
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt014695
IRS990ScheduleD/RevenueSubtotalAmt08435633
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFIT OBLIGATION: $-87,987
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalExpensesPerForm990Amt08079304
IRS990ScheduleD/TotalLiabilityAmt01015393
IRS990ScheduleD/TotalRevenuePerForm990Amt08450328
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08467789
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt08152596
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DELEGATES CONTROL OF MANAGEMENT DUTIES CUSTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISION OF OFFICERS, DIRECTORS, TRUSTEES, OR KEY EMPLOYEES TO THE CONTRACT ADMINISTRATOR - PACIFIC SOUTHWEST ADMINISTRATORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE FORM 990 WAS PROVIDED TO EACH GOVERNING BODY MEMBER. REVIEW OF FORM 990 WAS CONDUCTED BY THE BOARD OF TRUSTEES (THE GOVERNING BOARD) PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH REPRESENTATIVE OF THE TRUST IS COVERED BY A CONFLICT-OF-INTEREST POLICY. POTENTIAL CONFLICTS OF INTEREST SHALL BE DISCLOSED TO ALL OTHER REPRESENTATIVES OF THE TRUST AND THE TRUST'S LEGAL COUNSEL. THE TRUST'S LEGAL COUNSEL SHALL MAKE A RECOMMENDATION ON THE COURSE OF ACTION REGARDING POTENTIAL CONFLICTS-OF-INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON THE FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE THIRD-PARTY ADMINISTRATOR, PACIFIC SOUTHWEST ADMINISTRATORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VII, SECTION A, LINE 1A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Apartment Employees' Pension Trust Fund
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SEIU United Service Workers West
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(5)
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1SPONSOR ORG
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01055 PARK VIEW DR SUITE 111
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1828 WEST WASHINGTON BLVD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0COVINA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1LOS ANGELES
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IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0NAME OF RELATED ORGANIZATION: APARTMENT EMPLOYEES' PENSION TRUST FUND ACTIVITY: TO PROVIDE PENSION BENEFITS TO ELIGIBLE PARTICIPANTS NAME OF RELATED ORGANIZATION: SEIU UNITED SERVICE WORKERS WEST PRIMARY ACTIVITY: SPONSORING ORGANIZATION SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS: THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTI-EMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF DECEMBER 31, 2024, THERE ARE 2 SPONSORING ORGANIZATIONS AND APPROXIMATELEY 27 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE SPONSORING ORGANIZATIONS AND CONTRIBUTING EMPLOYERS, INCLUDING NAMES, ADDRESSES AND OTHER CONTACT INFORMATION. THE FEDERAL TAX CLASSIFICATIONS (DISREGARDED ENTITY, TAX-EXEMPT ORGANIZATION, PARTNERSHIP, TAXABLE CORPORATION OR TRUST) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND IT COULD NOT BE REASONABLY OBTAINED. AS A RESULT, THE NAMES OF THE CONTRIBUTING EMPLOYERS ARE LISTED ON PART VII BELOW AND NOT ON PARTS II THROUGH IV BY FEDERAL TAX CLASSIFICATION. SMG Citiscape Property Management 1150 Sacramento Homeowners Association 1200 California Corporation HFB Properties LP (Bally Hallinan) Bellaire Tower Cathedral Hill Plaza - Able Services EPP PROPERTIES Fontana East Apts Corp. The Fontana West Apartment Corporation Genesis Building Services, Inc. Gramercy Towers GREEN HILL TOWERS ASSOC Hill Investment Co 1730 Kearny LTD Northpoint Investor PACIFIC CURTAIN CO Panorama Condo Assoc PROPERTY MANGEMENT ONE 1080 Chestnut San Francisco Housing Authority SEIU United Service Workers West St. Francis Square Cooperative, Inc. The Comstock Apartment Corporation The Nob Hill Apts The Royal Towers Apartment Corporation Universal Protection Serv.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS:
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IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00

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