Civic Intelligence

East Bay Drayage Drivers Security Fund

990 • Fiscal year 2014 • EIN 94-6073020

Nov 01, 2013 to Oct 31, 2014 • Filed on May 20, 2015

PO Box 503094596

(209) 940-5100

Siviq Scores

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

Liabilities / Assets

77th percentile

0.25x

Higher debt load relative to assets than 77% of similar nonprofits.

2014 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2014

Liabilities / Revenue

73rd percentile

0.17x

Higher debt load relative to revenue than 73% of similar nonprofits.

2014 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2014

Net Margin

44th percentile

0.9%

Higher net margin than 44% of similar nonprofits.

2014 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2014

Top Officer Pay

40th percentile

$1

Higher top officer pay than 40% of similar nonprofits.

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

2014 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2014

Asset Growth

69th percentile

12%

Faster asset growth than 69% of similar nonprofits.

2014 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Up

$34,060,548

Up $3,717,456 (+12%) from 2013

Net Assets

Up

$25,519,031

Up $644,267 (+2.6%) from 2013

Liabilities

Up

$8,541,517

Up $3,073,189 (+56%) from 2013

Revenue

$49,583,392

No earlier filing loaded for comparison.

Expenses

Up

$49,130,954

Up $2,488,755 (+5.3%) from 2013

Net Income

$452,438

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2010: $40,092,968Liabilities 2010: $7,714,154Net Assets 2010: $32,378,8142010Assets 2011: $35,066,000Liabilities 2011: $5,484,772Net Assets 2011: $29,581,2282011Assets 2012: $33,955,613Liabilities 2012: $5,633,784Net Assets 2012: $28,321,8292012Assets 2013: $30,343,092Liabilities 2013: $5,468,328Net Assets 2013: $24,874,7642013Assets 2014: $34,060,548Liabilities 2014: $8,541,517Net Assets 2014: $25,519,0312014Assets 2015: $38,198,393Liabilities 2015: $9,206,928Net Assets 2015: $28,991,4652015Assets 2016: $42,776,427Liabilities 2016: $10,557,939Net Assets 2016: $32,218,4882016Assets 2017: $49,561,917Liabilities 2017: $9,968,884Net Assets 2017: $39,593,0332017Assets 2018: $53,938,277Liabilities 2018: $10,617,987Net Assets 2018: $43,320,2902018Assets 2019: $60,170,635Liabilities 2019: $12,052,221Net Assets 2019: $48,118,4142019Assets 2020: $62,396,392Liabilities 2020: $9,014,029Net Assets 2020: $53,382,3632020Assets 2021: $71,254,325Liabilities 2021: $7,929,097Net Assets 2021: $63,325,2282021Assets 2022: $68,861,690Liabilities 2022: $8,898,066Net Assets 2022: $59,963,6242022Assets 2023: $71,497,950Liabilities 2023: $9,751,847Net Assets 2023: $61,746,1032023Assets 2024: $70,456,123Liabilities 2024: $10,049,704Net Assets 2024: $60,406,4192024

Highlighted filing

2014

Assets$34,060,548
Liabilities$8,541,517
Net Assets$25,519,031

Operations Trend

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

$100M$50M$0-$50MExpenses 2010: $40,121,3522010Expenses 2011: $41,945,4512011Expenses 2012: $44,867,0982012Expenses 2013: $46,642,1992013Revenue 2014: $49,583,392Expenses 2014: $49,130,954Net Income 2014: $452,4382014Revenue 2015: $54,588,910Expenses 2015: $50,800,788Net Income 2015: $3,788,1222015Revenue 2016: $57,656,690Expenses 2016: $54,748,812Net Income 2016: $2,907,8782016Revenue 2017: $58,765,743Expenses 2017: $52,983,392Net Income 2017: $5,782,3512017Revenue 2018: $63,393,387Expenses 2018: $58,344,003Net Income 2018: $5,049,3842018Revenue 2019: $68,813,228Expenses 2019: $64,664,724Net Income 2019: $4,148,5042019Revenue 2020: $71,426,490Expenses 2020: $67,577,709Net Income 2020: $3,848,7812020Revenue 2021: $78,936,100Expenses 2021: $68,189,569Net Income 2021: $10,746,5312021Revenue 2022: $76,525,712Expenses 2022: $70,878,795Net Income 2022: $5,646,9172022Revenue 2023: $82,319,048Expenses 2023: $80,982,858Net Income 2023: $1,336,1902023Revenue 2024: $78,949,412Expenses 2024: $87,602,882Net Income 2024: -$8,653,4702024

Highlighted filing

2014

Revenue$49,583,392
Expenses$49,130,954
Net Income$452,438
Jump To
Filing Snapshot
Filing Period
Nov 1, 2013 to Oct 31, 2014
Signed
May 20, 2015
Return Version
2013v4.0
Gross Receipts
$73,019,029
Mission and Program Overview

Mission

To provide health and welfare benefits.

To provide health and welfare benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$24,874,764$25,519,031▲ $644,267
Investments in Publicly Traded Securities$25,027,525$22,352,102▼ $2,675,423
Accounts Receivable$3,897,123$4,490,587▲ $593,464
Savings and Temporary Cash Investments$1,310,120$3,657,801▲ $2,347,681
Prepaid Expenses and Deferred Charges$28,734$1,816,416▲ $1,787,682
Cash and Non-Interest-Bearing Accounts$79,590$1,743,642▲ $1,664,052
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$30,343,092$34,060,548▲ $3,717,456
Liabilities
Other Liabilities$5,105,000$8,411,436▲ $3,306,436
Accounts Payable and Accrued Expenses$343,929$109,827▼ $234,102
Deferred Revenue$19,399$20,254▲ $855
Total Liabilities$5,468,328$8,541,517▲ $3,073,189
Net Assets / Fund Balance
Total Net Assets Fund Balance$24,874,764$25,519,031▲ $644,267
Total Liabilities and Net Assets / Fund Balance$30,343,092$34,060,548▲ $3,717,456
Compensation and Service Providers

Employees

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

Board Members and Trustees

NameTitle
Dominic ChiovareTrustee
Felix MartinezTrustee
Jack IsolaTrustee
Marty FratesTrustee
Mike CarnefixTrustee
Rich MurphyTrustee
Richard ValleTrustee
Rob DiasTrustee
Denise GastiTrustee - Past

Highest Paid Contractors

ContractorServicesLocationCompensation
Delta Fund Administrators LLCContract Administrator-$748,480
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$49,234,496
Investment Income
$348,896
Other Revenue
$0
Change in Net Assets
$452,438

Audited Revenue Reconciliation

Revenue per Audited Statements
$49,501,023
Revenue Not Reported on Financial Statements
$82,369
Revenue Not Reported on Form 990
$191,829
Total Revenue per Audited Statements
$49,692,852
Total Revenue per Form 990
$49,583,392
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,446,111
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---$47,684,843
Fees for Services Management---$917,856
Fees for Services Other---$242,198
Fees for Service Investment Mgmnt Fees---$82,369
Conferences and Meetings---$52,539
Fees for Services Legal---$46,733
Office Expenses---$38,408
Insurance---$30,121
Fees for Services Accounting---$28,164
Other Expenses---$7,723
Total Functional Expenses$0$0$0$49,130,954

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$49,130,954
Expenses per Audited Statements$45,742,149
Total Expenses per Audited Statements$45,742,149
Expenses Not Reported on Financial Statements$3,388,805
Other Expense Adjustments$3,306,436
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
Accumulated Eligibility Credits$3,440,000
Premiums Payable$2,721,436
Claims Payable (ibnr)$2,250,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
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 contracted with corcoran administrators, inc. To provide administrative services for the organization.

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

There is no committee with the authority to act on behalf of the governing board.

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.

Form 990, Part VI, Section B, Line 12

The plan does not have a formal, written conflict-of-interest policy. The plan is an erisa-covered fund; therefore, it is fully subject to erisa's title one fiduciary and conflict requirements.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents and financial information available 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, corcoran administrators, inc.

Filing and Contact Details

Filer

EIN
94-6073020
Phone
2099405100

Signing Officer

Name
Marty Frates
Title
Trustee
Phone
2099405100
Signed
2015-05-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marty Frates
Formed
1952
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
0
Employees
3
Volunteers
0

Preparer

Preparer
Debbie Roessl Dimery
Phone
9252779100
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The board of trustees is responsible for oversight of the annual audit and selection of the independent accountant. The process has not changed from the prior year.

FORM 990, PART V, LINE 1A:

The plan's third-party administrator files one form 1099 on behalf of all the plans they administer for the various "independent contractors." therefore, this question has been answered zero for this organization.

FORM 990, PART V, LINE 2A:

The plan issues form w-3 for taxable domestic partner benefits.

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 october 31, 2014, 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's administrator believes the plan is no longer subject to income tax examinations for the fiscal years prior to 2011.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Change in benefit obligations

Raw XML AppendixShowing 400 of 412 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/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3139493
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt462304
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt045780536
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12628098
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2624065
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3139493
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt462304
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt045128568
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0488177
IRS990/PYOtherExpensesAmt01513631
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt043179225
IRS990/PYRevenuesLessExpensesAmt0-2974797
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt046642199
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt043667402
IRS990/ReconcilationRevenueExpnssAmt0452438
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt024874764
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt025519031
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01310120
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03657801
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt03388805
IRS990ScheduleD/ExpensesSubtotalAmt045742149
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt082369
IRS990ScheduleD/InvestmentExpensesNotIncldAmt082369
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0191829
IRS990ScheduleD/OtherExpensesNotIncludedAmt03306436
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02250000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt13440000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt22721436
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS PAYABLE (IBNR)
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCUMULATED ELIGIBILITY CREDITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2PREMIUMS PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt0191829
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt082369
IRS990ScheduleD/RevenueSubtotalAmt049501023
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF OCTOBER 31, 2014, 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'S ADMINISTRATOR BELIEVES THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2011.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFIT OBLIGATIONS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt049130954
IRS990ScheduleD/TotalLiabilityAmt08411436
IRS990ScheduleD/TotalRevenuePerForm990Amt049583392
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt049692852
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt045742149
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN CONTRACTED WITH CORCORAN ADMINISTRATORS, INC. TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE IS NO COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE FORM 990 WAS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW BEFORE IT WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PLAN DOES NOT HAVE A FORMAL, WRITTEN CONFLICT-OF-INTEREST POLICY. THE PLAN IS AN ERISA-COVERED FUND; THEREFORE, IT IS FULLY SUBJECT TO ERISA'S TITLE ONE FIDUCIARY AND CONFLICT REQUIREMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL INFORMATION AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSIGHT OF THE ANNUAL AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE PLAN'S THIRD-PARTY ADMINISTRATOR FILES ONE FORM 1099 ON BEHALF OF ALL THE PLANS THEY ADMINISTER FOR THE VARIOUS "INDEPENDENT CONTRACTORS." THEREFORE, THIS QUESTION HAS BEEN ANSWERED ZERO FOR THIS ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE PLAN ISSUES FORM W-3 FOR TAXABLE DOMESTIC PARTNER BENEFITS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TRUSTEES 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, CORCORAN ADMINISTRATORS, INC.
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 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART V, LINE 1A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART V, LINE 2A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8PART VII, SECTION A, LINE 1A:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10TEAMSTERS LOCAL UNION 70
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0940577286
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO REPRESENT UNION MEMBERS, SPONSORING ORGANIZATION OF THE FILING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10400 ROLAND WAY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0OAKLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode094621
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 10/31/2014, THERE ARE APPROXIMATELY 17 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS, INCLUDING NAMES, ADDRESSES 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. ABF FREIGHT ALAMEDA COUNTY INDUSTRIES, INC. AMADOR VALLEY INDUSTRIES BFI - REPUBLIC SERVICES BIGGE CRANE AND RIGGING CO CALIFORNIA WASTE SOLUTIONS DHL EXPRESS GALLADE CHEMICAL INC HORIZON LINES LIVERMORE SANITATION PENNZOIL-QUAKER STATE PLEASANTON GARBAGE CO TEAMSTERS LOCAL 70 TRI-CITY ECONOMIC DEVELOPMENT UNITED PARCEL SERVICE WASTE MANAGEMENT YRC FREIGHT
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/TotalAssetsBOYAmt030343092
IRS990/TotalAssetsEOYAmt034060548
IRS990/TotalAssetsGrp/BOYAmt030343092
IRS990/TotalAssetsGrp/EOYAmt034060548
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/TotalAmt049130954
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05468328
IRS990/TotalLiabilitiesEOYAmt08541517
IRS990/TotalLiabilitiesGrp/BOYAmt05468328
IRS990/TotalLiabilitiesGrp/EOYAmt08541517
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt024874764
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt025519031
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt049234496
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0348896
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt049234496
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt049583392
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt030343092
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt034060548
IRS990/TotReportableCompRltdOrgAmt01
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10PO BOX 5030
IRS990/USAddress/City0WALNUT CREEK
IRS990/USAddress/State0CA
IRS990/USAddress/ZIPCode094596
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARTY FRATES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02099405100
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-20
ReturnHeader/Filer/BusinessName/BusinessNameLine10EAST BAY DRAYAGE DRIVERS SECURITY FUND
ReturnHeader/Filer/BusinessNameControlTxt0EAST
ReturnHeader/Filer/EIN0946073020
ReturnHeader/Filer/PhoneNum02099405100
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 5030
ReturnHeader/Filer/USAddress/City0WALNUT CREEK
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094596
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0522385296

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$70.5$10.0$60.4$78.9$87.6$8.65
2023Detailed filing. Detailed filing data is available for this year.$71.5$9.75$61.7$82.3$81.0$1.34
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$68.9$8.90$60.0$76.5$70.9$5.65
2021Detailed filing. Detailed filing data is available for this year.$71.3$7.93$63.3$78.9$68.2$10.7
2020Detailed filing. Detailed filing data is available for this year.$62.4$9.01$53.4$71.4$67.6$3.85
2019Detailed filing. Detailed filing data is available for this year.$60.2$12.1$48.1$68.8$64.7$4.15
2018Detailed filing. Detailed filing data is available for this year.$53.9$10.6$43.3$63.4$58.3$5.05
2017Detailed filing. Detailed filing data is available for this year.$49.6$9.97$39.6$58.8$53.0$5.78
2016Detailed filing. Detailed filing data is available for this year.$42.8$10.6$32.2$57.7$54.7$2.91
2015Detailed filing. Detailed filing data is available for this year.$38.2$9.21$29.0$54.6$50.8$3.79
2014Detailed filing. Detailed filing data is available for this year.$34.1$8.54$25.5$49.6$49.1$0.45
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.3$5.47$24.9$46.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.0$5.63$28.3$44.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.1$5.48$29.6$41.9
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.1$7.71$32.4$40.1