Civic Intelligence

Bay Area Delivery Drivers Security Fund

990 • Fiscal year 2019 • EIN 94-6072965

Aug 01, 2018 to Jul 31, 2019 • Filed on Jun 02, 2020

Organization ProfileN/A

View Organization Page

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

85th percentile

0.37x

Higher debt load relative to assets than 85% of similar nonprofits.

2019 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

78th percentile

0.21x

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

2019 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2019

Net Margin

23rd percentile

-1.8%

Higher net margin than 23% of similar nonprofits.

2019 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

38th percentile

$1

Higher top officer pay than 38% of similar nonprofits.

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

2019 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2019

Asset Growth

36th percentile

5.6%

Faster asset growth than 36% of similar nonprofits.

2019 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

29th percentile

-0.6%

Faster revenue growth than 29% of similar nonprofits.

2019 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$26,421,494

Up $1,389,590 (+5.6%) from 2018

Net Assets

Down

$16,557,099

Down $348,808 (-2.1%) from 2018

Liabilities

Up

$9,864,395

Up $1,738,398 (+21%) from 2018

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin23rd percentile

Revenue

Down

$46,719,860

Down $267,641 (-0.6%) from 2018

Expenses

Up

$47,561,585

Up $3,479,788 (+7.9%) from 2018

Net Income

Down

-$841,725

Down $3,747,429 (-129%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

2019

Assets$26,421,494
Liabilities$9,864,395
Net Assets$16,557,099
Open 2019 Filing

Operations Trend

Revenue Growth29th percentile

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

2019

Revenue$46,719,860
Expenses$47,561,585
Net Income-$841,725
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Jun 2, 2020
Return Version
2018v3.1
Gross Receipts
$58,544,467
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$16,905,907$16,557,099▼ $348,808
Investments in Publicly Traded Securities$13,021,883$15,255,827▲ $2,233,944
Accounts Receivable$4,642,660$4,991,931▲ $349,271
Savings and Temporary Cash Investments$2,587,480$2,628,465▲ $40,985
Cash and Non-Interest-Bearing Accounts$3,689,188$2,170,481▼ $1,518,707
Prepaid Expenses and Deferred Charges$6,988$5,856▼ $1,132
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$25,031,904$26,421,494▲ $1,389,590
Other Assets Total$1,083,705$1,368,934▲ $285,229
Liabilities
Other Liabilities$8,011,000$9,742,000▲ $1,731,000
Accounts Payable and Accrued Expenses$114,997$122,395▲ $7,398
Total Liabilities$8,125,997$9,864,395▲ $1,738,398
Net Assets / Fund Balance
Total Net Assets Fund Balance$16,905,907$16,557,099▼ $348,808
Total Liabilities and Net Assets / Fund Balance$25,031,904$26,421,494▲ $1,389,590

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$1,368,934--
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleOtherTotal
See Schedule O for CompensationPaid by Related Organizations$1$1

Board Members and Trustees

NameTitle
Chad CrouchTrustee
Dennis HartTrustee
Frank CademartiTrustee
Jack BookterTrustee
Leslie ReaTrustee
Richard RodriguezTrustee
Steven BoultonTrustee - Past

Highest Paid Contractors

ContractorServicesLocationCompensation
Health Service & Benefit AdministratorsPlan Administrator4160 DUBLIN BLVD STE 400, Dublin, CA 94568$888,969
Vision Service PlanAdministrative Services3188 ZINFANDEL DR, Rancho Cordova, CA 95670$429,137
Blue Anthem Blue Cross Life & Health InsCost Containment700 BROADWAY, Denver, CO 80273$294,615
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$46,373,665
Investment Income
$346,195
Other Revenue
$0
Change in Net Assets
$-841,725

Audited Revenue Reconciliation

Revenue per Audited Statements
$46,655,678
Revenue Not Reported on Financial Statements
$64,182
Revenue Not Reported on Form 990
$492,917
Total Revenue per Audited Statements
$47,148,595
Total Revenue per Form 990
$46,719,860
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,714,623
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---$45,846,962
Fees for Services Management---$844,617
Fees for Services Other---$594,262
Office Expenses---$74,525
Fees for Services Legal---$66,825
Fees for Service Investment Mgmnt Fees---$64,182
Fees for Services Accounting---$38,896
Insurance---$17,705
Other Expenses---$8,432
Conferences and Meetings---$5,179
Total Functional Expenses$0$0$0$47,561,585

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$47,561,585
Expenses per Audited Statements$45,766,403
Total Expenses per Audited Statements$45,766,403
Expenses Not Reported on Financial Statements$1,795,182
Other Expense Adjustments$1,731,000
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$5,421,000
Accumulated Eligibility Credits$2,928,000
Premiums Payable$1,393,000
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 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 11B

“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.”

Form 990, Part VII, Section A, Line 1A

“Some trustees are not compensated by the trust. Compensation paid to trustees employed by other related organizations is reported on form 990 filed with the internal revenue service by the related tax-exempt organization. For more information, contact the third-party administrator, health services & benefits administrators, inc.”

Filing and Contact Details

Filer

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

Signing Officer

Name
Jack Bookter
Title
Trustee
Phone
4154670450
Signed
2020-06-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jack Bookter
Formed
1950
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Lindquist Llp
Address
5000 EXECUTIVE PARKWAY SUITE 400, SAN RAMON, CA 94583-4210
Preparer
Jasmine S Baker
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 has concluded that, as of july 31, 2019, 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 2016.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in benefit obligations”

Raw XML AppendixShowing 400 of 425 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/BOYAmt0114997
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0122395
IRS990/AccountsReceivableGrp/BOYAmt04642660
IRS990/AccountsReceivableGrp/EOYAmt04991931
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt045846962
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0HEALTH SERVICES & BENEFIT ADMIN
IRS990/BooksInCareOfDetail/PhoneNum09258337300
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04160 DUBLIN BLVD SUITE 400
IRS990/BooksInCareOfDetail/USAddress/CityNm0DUBLIN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094551
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt03689188
IRS990/CashNonInterestBearingGrp/EOYAmt02170481
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt03
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt05179
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0888969
IRS990/ContractorCompensationGrp/CompensationAmt1429137
IRS990/ContractorCompensationGrp/CompensationAmt2294615
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt04160 DUBLIN BLVD STE 400
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt13188 ZINFANDEL DR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2700 BROADWAY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0DUBLIN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1RANCHO CORDOVA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2DENVER
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2CO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd094568
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd195670
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd280273
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0HEALTH SERVICE & BENEFIT ADMINISTRATORS
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1VISION SERVICE PLAN
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2BLUE ANTHEM BLUE CROSS LIFE & HEALTH INS
IRS990/ContractorCompensationGrp/ServicesDesc0PLAN ADMINISTRATOR
IRS990/ContractorCompensationGrp/ServicesDesc1ADMINISTRATIVE SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc2COST CONTAINMENT
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt045846962
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0346195
IRS990/CYOtherExpensesAmt01714623
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt046373665
IRS990/CYRevenuesLessExpensesAmt0-841725
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt047561585
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt046719860
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0PROVIDED HEALTH AND WELFARE BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt038896
IRS990/FeesForServicesLegalGrp/TotalAmt066825
IRS990/FeesForServicesManagementGrp/TotalAmt0844617
IRS990/FeesForServicesOtherGrp/TotalAmt0594262
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt064182
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0JACK BOOKTER
IRS990/Form990PartVIISectionAGrp/PersonNm1DENNIS HART
IRS990/Form990PartVIISectionAGrp/PersonNm2FRANK CADEMARTI
IRS990/Form990PartVIISectionAGrp/PersonNm3RICHARD RODRIGUEZ
IRS990/Form990PartVIISectionAGrp/PersonNm4STEVEN BOULTON
IRS990/Form990PartVIISectionAGrp/PersonNm5LESLIE REA
IRS990/Form990PartVIISectionAGrp/PersonNm6CHAD CROUCH
IRS990/Form990PartVIISectionAGrp/PersonNm7SEE SCHEDULE O FOR COMPENSATION
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt71
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7PAID BY RELATED ORGANIZATIONS
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01950
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-53591
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt011771016
IRS990/GrossReceiptsAmt058544467
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt017705
IRS990/InvestmentIncomeGrp/ExclusionAmt0399786
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0399786
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt013021883
IRS990/InvestmentsPubTradedSecGrp/EOYAmt015255827
IRS990/IRPDocumentCnt0997
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt011824607
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE HEALTH AND WELFARE BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt016905907
IRS990/NetAssetsOrFundBalancesEOYAmt016557099
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-53591
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-53591
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0492917
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt074525
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01083705
IRS990/OtherAssetsTotalGrp/EOYAmt01368934
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PCORI FEE
IRS990/OtherExpensesGrp/TotalAmt08432
IRS990/OtherLiabilitiesGrp/BOYAmt08011000
IRS990/OtherLiabilitiesGrp/EOYAmt09742000
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06988
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05856
IRS990/PrincipalOfficerNm0JACK BOOKTER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1REBATES AND REFUNDS
IRS990/ProgramServiceRevenueGrp/Desc2STOP LOSS REFUNDS
IRS990/ProgramServiceRevenueGrp/Desc3PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc4MEDICARE DRUG SUBSIDY
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt043395230
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11739132
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2552702
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3318072
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4225426
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt043395230
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11739132
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2552702
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3318072
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4225426
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt042560986
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0338557
IRS990/PYOtherExpensesAmt01520811
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt046648944
IRS990/PYRevenuesLessExpensesAmt02905704
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt044081797
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt046987501
IRS990/ReconcilationRevenueExpnssAmt0-841725
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt016905907
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt016557099
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02587480
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02628465
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01795182
IRS990ScheduleD/ExpensesSubtotalAmt045766403
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt064182
IRS990ScheduleD/InvestmentExpensesNotIncldAmt064182
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0492917
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01368934
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEPOSITS-KAISER
IRS990ScheduleD/OtherExpensesNotIncludedAmt01731000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01393000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12928000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt25421000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PREMIUMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCUMULATED ELIGIBILITY CREDITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CLAIMS PAYABLE AND IBNR
IRS990ScheduleD/RevenueNotReportedAmt0492917
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt064182
IRS990ScheduleD/RevenueSubtotalAmt046655678
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF JULY 31, 2019, 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 2016.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFIT OBLIGATIONS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01368934
IRS990ScheduleD/TotalExpensesPerForm990Amt047561585
IRS990ScheduleD/TotalLiabilityAmt09742000
IRS990ScheduleD/TotalRevenuePerForm990Amt046719860
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt047148595
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt045766403
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/ExplanationTxt5SOME TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATION. FOR MORE INFORMATION, CONTACT THE THIRD-PARTY ADMINISTRATOR, HEALTH SERVICES & BENEFITS ADMINISTRATORS, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE 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 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, SECTION A, LINE 1A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 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 2785
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0940801849
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 (C) (5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PLAN SPONSOR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt05 THOMAS MELLON CIRCLE NO 130
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAN FRANCISCO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094134
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, 2019, THERE ARE APPROXIMATELY 12 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 SERVICES 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. TEAMSTERS LOCAL 2785
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt025031904
IRS990/TotalAssetsEOYAmt026421494
IRS990/TotalAssetsGrp/BOYAmt025031904
IRS990/TotalAssetsGrp/EOYAmt026421494
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt047561585
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08125997
IRS990/TotalLiabilitiesEOYAmt09864395
IRS990/TotalLiabilitiesGrp/BOYAmt08125997
IRS990/TotalLiabilitiesGrp/EOYAmt09864395
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt016905907
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt016557099
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt0143103
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt0143103
IRS990/TotalProgramServiceRevenueAmt046373665
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0346195
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt046373665
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt046719860
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt025031904
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt026421494
IRS990/TotReportableCompRltdOrgAmt01
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/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02021-09-10 13:11:23Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JACK BOOKTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04154670450
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BAY AREA DELIVERY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DRIVERS SECURITY FUND
ReturnHeader/Filer/BusinessNameControlTxt0BAYA
ReturnHeader/Filer/EIN0946072965

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,421,494
Liabilities
$9,864,395
Net assets
$16,557,099
Revenue
$46,719,860
Expenses
$47,561,585
Net income
-$841,725
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

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)9 • $50M-$100M nonprofits