Civic Intelligence

Bay Area Delivery Drivers Security Fund

990 • Fiscal year 2015 • EIN 94-6072965

Aug 01, 2014 to Jul 31, 2015 • Filed on Apr 26, 2016

4160 Dublin Blvd No 400Dublin, CA 94568

(925) 833-7300

Siviq Scores

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

Liabilities / Assets

78th percentile

0.35x

Higher debt load relative to assets than 78% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

70th percentile

0.16x

Higher debt load relative to revenue than 70% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2015

Net Margin

47th percentile

2.8%

Higher net margin than 47% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2015 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2015

Asset Growth

78th percentile

11%

Faster asset growth than 78% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

80th percentile

15%

Faster revenue growth than 80% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Assets

Up

$19,124,937

Up $1,879,640 (+11%) from 2014

Net Assets

Up

$12,370,393

Up $1,175,115 (+10%) from 2014

Liabilities

Up

$6,754,544

Up $704,525 (+12%) from 2014

Revenue

Up

$42,111,717

Up $5,498,659 (+15%) from 2014

Expenses

Up

$40,936,602

Up $6,299,819 (+18%) from 2014

Net Income

Down

$1,175,115

Down $801,160 (-41%) from 2014

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2011: $9,829,066Liabilities 2011: $5,043,851Net Assets 2011: $4,785,2152011Assets 2012: $13,025,716Liabilities 2012: $5,996,509Net Assets 2012: $7,029,2072012Assets 2013: $15,357,345Liabilities 2013: $6,138,342Net Assets 2013: $9,219,0032013Assets 2014: $17,245,297Liabilities 2014: $6,050,019Net Assets 2014: $11,195,2782014Assets 2015: $19,124,937Liabilities 2015: $6,754,544Net Assets 2015: $12,370,3932015Assets 2016: $22,016,276Liabilities 2016: $6,635,711Net Assets 2016: $15,380,5652016Assets 2017: $22,565,060Liabilities 2017: $8,368,643Net Assets 2017: $14,196,4172017Assets 2018: $25,031,904Liabilities 2018: $8,125,997Net Assets 2018: $16,905,9072018Assets 2019: $26,421,494Liabilities 2019: $9,864,395Net Assets 2019: $16,557,0992019Assets 2020: $25,694,960Liabilities 2020: $6,093,638Net Assets 2020: $19,601,3222020Assets 2021: $36,970,392Liabilities 2021: $15,042,806Net Assets 2021: $21,927,5862021Assets 2022: $25,556,396Liabilities 2022: $7,688,049Net Assets 2022: $17,868,3472022Assets 2023: $25,295,070Liabilities 2023: $7,226,554Net Assets 2023: $18,068,5162023Assets 2024: $21,994,264Liabilities 2024: $8,658,360Net Assets 2024: $13,335,9042024

Highlighted filing

2015

Assets$19,124,937
Liabilities$6,754,544
Net Assets$12,370,393

Operations Trend

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

$60M$40M$20M$0-$20MRevenue 2011: $32,458,989Expenses 2011: $29,647,638Net Income 2011: $2,811,3512011Expenses 2012: $32,119,7632012Revenue 2013: $33,708,250Expenses 2013: $31,518,454Net Income 2013: $2,189,7962013Revenue 2014: $36,613,058Expenses 2014: $34,636,783Net Income 2014: $1,976,2752014Revenue 2015: $42,111,717Expenses 2015: $40,936,602Net Income 2015: $1,175,1152015Revenue 2016: $41,265,182Expenses 2016: $38,337,641Net Income 2016: $2,927,5412016Revenue 2017: $45,310,215Expenses 2017: $46,591,029Net Income 2017: -$1,280,8142017Revenue 2018: $46,987,501Expenses 2018: $44,081,797Net Income 2018: $2,905,7042018Revenue 2019: $46,719,860Expenses 2019: $47,561,585Net Income 2019: -$841,7252019Revenue 2020: $47,546,195Expenses 2020: $44,603,957Net Income 2020: $2,942,2382020Revenue 2021: $52,650,018Expenses 2021: $50,051,686Net Income 2021: $2,598,3322021Revenue 2022: $52,385,693Expenses 2022: $55,017,796Net Income 2022: -$2,632,1032022Revenue 2023: $50,083,583Expenses 2023: $49,659,940Net Income 2023: $423,6432023Revenue 2024: $48,243,336Expenses 2024: $53,870,552Net Income 2024: -$5,627,2162024

Highlighted filing

2015

Revenue$42,111,717
Expenses$40,936,602
Net Income$1,175,115
Jump To
Filing Snapshot
Filing Period
Aug 1, 2014 to Jul 31, 2015
Signed
Apr 26, 2016
Return Version
2014v6.0
Gross Receipts
$42,111,717
Mission and Program Overview

Mission

Provide health and welfare benefits for eligible participants and their dependents.

To provide health and welfare benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$11,195,278$12,370,393▲ $1,175,115
Savings and Temporary Cash Investments$9,041,785$9,060,501▲ $18,716
Accounts Receivable$4,559,195$5,799,626▲ $1,240,431
Cash and Non-Interest-Bearing Accounts$1,649,692$2,087,289▲ $437,597
Investments Other Securities$1,270,373$1,270,512▲ $139
Prepaid Expenses and Deferred Charges$6,740$12,742▲ $6,002
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$17,245,297$19,124,937▲ $1,879,640
Other Assets Total$717,512$894,267▲ $176,755
Liabilities
Other Liabilities$5,935,000$6,500,000▲ $565,000
Accounts Payable and Accrued Expenses$115,019$254,544▲ $139,525
Total Liabilities$6,050,019$6,754,544▲ $704,525
Net Assets / Fund Balance
Total Net Assets Fund Balance$11,195,278$12,370,393▲ $1,175,115
Total Liabilities and Net Assets / Fund Balance$17,245,297$19,124,937▲ $1,879,640

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,270,512--
Compensation and Service Providers

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Health Services & Benefit AdministratorsPlan Administrator4160 DUBLIN BLVD STE 400, Dublin, CA 94568$729,468
Blue Cross Of CaliforniaCost Containment700 BROADWAY, Denver, CO 80273$223,275
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$42,092,862
Investment Income
$18,855
Other Revenue
$0
Change in Net Assets
$1,175,115

Audited Revenue Reconciliation

Revenue per Audited Statements
$42,111,717
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$42,111,717
Total Revenue per Form 990
$42,111,717
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,365,428
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---$39,571,174
Fees for Services Management---$732,512
Fees for Services Other---$434,781
Fees for Services Legal---$63,636
Office Expenses---$54,770
Fees for Services Accounting---$48,002
Insurance---$19,743
Other Expenses---$6,536
Conferences and Meetings---$5,448
Total Functional Expenses$0$0$0$40,936,602

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$40,936,602
Expenses per Audited Statements$40,371,602
Total Expenses per Audited Statements$40,371,602
Expenses Not Reported on Financial Statements$565,000
Other Expense Adjustments$565,000
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
Claims Payable and Ibnr$2,950,000
Accumulated Eligibility Credits$2,437,000
Premiums Payable$1,113,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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 plan has contracted with health services & benefit administrators inc. To provide administrative services for the organization.

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

The organization has no committees to act on behalf of the board of trustees.

Form 990, Part VI, Section B, Line 11

A copy of the form 990 was provided to the board of trustees for review before it was filed. Review of the form 990 was conducted by the board prior to filing with the irs.

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

The members of the board of trustees disclose any conflicts when they are provided the form 990, before it is filed. The policy is consistently monitored and enforced.

Form 990, Part VI, Section C, Line 19

The organization does not make its governing documents, conflict-of-interest policy or financial statements available to the public. Upon request, the organization makes its governing documents, conflict-of-interest policy and financial information available to the participants and contributing employers.

Filing and Contact Details

Filer

Filer Name
Bay Area Delivery Drivers Security Fund
EIN
94-6072965
Phone
9258337300
Address
4160 DUBLIN BLVD NO 400, DUBLIN, CA 94568

Signing Officer

Name
Jack Bookter
Title
Trustee
Phone
4154670450
Signed
2016-04-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jack Bookter
Formed
1950
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Lindquist Llp
Address
5000 EXECUTIVE PARKWAY SUITE 400, SAN RAMON, CA 94583-4210
Preparer
Debbie Roessl Dimery
Phone
9252779100
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The organization has a board of trustees that assumes the responsibility for oversight of the audit of its financial statements and selection of an independent accountant. 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 have concluded that, as of july 31, 2015, 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. The plan believes it is no longer subject to income tax examinations for the fiscal years prior to 2012.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Change in benefit obligations

Raw XML Appendix378 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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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02950000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11113000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt22437000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS PAYABLE AND IBNR
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PREMIUMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ACCUMULATED ELIGIBILITY CREDITS
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01270512
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt042111717
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAVE CONCLUDED THAT, AS OF JULY 31, 2015, 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. THE PLAN BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2012.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFIT OBLIGATIONS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt01270512
IRS990ScheduleD/TotalExpensesPerForm990Amt040936602
IRS990ScheduleD/TotalLiabilityAmt06500000
IRS990ScheduleD/TotalRevenuePerForm990Amt042111717
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt042111717
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt040371602
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN HAS CONTRACTED WITH HEALTH SERVICES & BENEFIT ADMINISTRATORS INC. TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS NO COMMITTEES TO ACT ON BEHALF OF THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE FORM 990 WAS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW BEFORE IT WAS FILED. REVIEW OF THE FORM 990 WAS CONDUCTED BY THE BOARD PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE MEMBERS OF THE BOARD OF TRUSTEES DISCLOSE ANY CONFLICTS WHEN THEY ARE PROVIDED THE FORM 990, BEFORE IT IS FILED. THE POLICY IS CONSISTENTLY MONITORED AND ENFORCED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. UPON REQUEST, THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL INFORMATION AVAILABLE TO THE PARTICIPANTS AND CONTRIBUTING EMPLOYERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION HAS A BOARD OF TRUSTEES THAT ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0RETAIL DELIVERY DRIVERS SALESMEN & HELPERS UNION LOCAL 278
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0940801849
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 (C) (5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PLAN SPONSOR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF JULY 31, 2015, THERE ARE APPROXIMATELY 13 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS INCLUDING NAMES, ADDRESES AND OTHER CONTACT INFORMATION. THE FEDERAL TAX CLASSIFICATION (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. DS WATERS OF AMERICA HILLS PET NUTRITION UNITED PARCEL SERVICE ELWELL TRUCKING, INC. HOME MAID RAVIOLI KING AMERICAN AMBULANCE RUAN TRANSPORT CORP. INSHALAH IMPORTS INC. TWO G'S CATERING, INC. FOOD SERVICE PARTNERS WILCOX FROZEN FOODS, INC. HS&BA TEAMSTERS LOCAL 2785
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS:
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt017245297
IRS990/TotalAssetsEOYAmt019124937
IRS990/TotalAssetsGrp/BOYAmt017245297
IRS990/TotalAssetsGrp/EOYAmt019124937
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt040936602
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06050019
IRS990/TotalLiabilitiesEOYAmt06754544
IRS990/TotalLiabilitiesGrp/BOYAmt06050019
IRS990/TotalLiabilitiesGrp/EOYAmt06754544
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt011195278
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt012370393
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt012536
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt012536
IRS990/TotalProgramServiceRevenueAmt042092862
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt018855
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt042092862
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt042111717
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt017245297
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt019124937
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04160 DUBLIN BLVD NO 400
IRS990/USAddress/CityNm0DUBLIN
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094568
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JACK BOOKTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04154670450
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BAY AREA DELIVERY DRIVERS SECURITY FUND
ReturnHeader/Filer/BusinessNameControlTxt0BAYA
ReturnHeader/Filer/EIN0946072965
ReturnHeader/Filer/PhoneNum09258337300
ReturnHeader/Filer/USAddress/AddressLine1Txt04160 DUBLIN BLVD NO 400
ReturnHeader/Filer/USAddress/CityNm0DUBLIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094568
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0522385296
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LINDQUIST LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05000 EXECUTIVE PARKWAY SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAMON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0945834210
ReturnHeader/PreparerPersonGrp/PhoneNum09252779100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBBIE ROESSL DIMERY
ReturnHeader/ReturnTs02016-04-26T15:13:15-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-08-01
ReturnHeader/TaxPeriodEndDt02015-07-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.0$8.66$13.3$48.2$53.9$5.63
2023Detailed filing. Detailed filing data is available for this year.$25.3$7.23$18.1$50.1$49.7$0.42
2022Detailed filing. Detailed filing data is available for this year.$25.6$7.69$17.9$52.4$55.0$2.63
2021Detailed filing. Detailed filing data is available for this year.$37.0$15.0$21.9$52.7$50.1$2.60
2020Detailed filing. Detailed filing data is available for this year.$25.7$6.09$19.6$47.5$44.6$2.94
2019Detailed filing. Detailed filing data is available for this year.$26.4$9.86$16.6$46.7$47.6$0.84
2018Detailed filing. Detailed filing data is available for this year.$25.0$8.13$16.9$47.0$44.1$2.91
2017Detailed filing. Detailed filing data is available for this year.$22.6$8.37$14.2$45.3$46.6$1.28
2016Detailed filing. Detailed filing data is available for this year.$22.0$6.64$15.4$41.3$38.3$2.93
2015Detailed filing. Detailed filing data is available for this year.$19.1$6.75$12.4$42.1$40.9$1.18
2014Detailed filing. Detailed filing data is available for this year.$17.2$6.05$11.2$36.6$34.6$1.98
2013Summary only. Only limited summary data is available for this year.$15.4$6.14$9.22$33.7$31.5$2.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.0$6.00$7.03$32.1
2011Summary only. Only limited summary data is available for this year.$9.83$5.04$4.79$32.5$29.6$2.81
Peer Organizations

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