Civic Intelligence

San Mateo Electrical Workers Health Plan

EIN 94-6077924 • 501(c)9 • San Jose, CA

View Organization Page

Profile

To provide health benefits to participants

6800 Santa Teresa Boulevard Ste 10San Jose, CA 95119

ibew617benefits.com

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.32x

Higher debt load relative to assets than 82% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2025

Liabilities / Revenue

95th percentile

0.76x

Higher debt load relative to revenue than 95% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2025

Net Margin

11th percentile

-14%

Higher net margin than 11% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2025

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

501(c)9 • $100M-$250M nonprofits • Source year 2025

Asset Growth

19th percentile

-5.3%

Faster asset growth than 19% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2024 to 2025

Revenue Growth

10th percentile

-15%

Faster revenue growth than 10% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$82,350,444

Up $2,122,396 (+2.6%) from 2022

Liabilities

Up

$21,822,863

Up $791,652 (+3.8%) from 2022

Net Assets

Up

$60,527,581

Up $1,330,744 (+2.2%) from 2022

Operations
Liabilities / Revenue95th percentileNet Margin11th percentile

Revenue

Up

$36,184,177

Up $995,831 (+2.8%) from 2022

Expenses

Up

$33,602,685

Up $1,139,519 (+3.5%) from 2022

Net Income

Down

$2,581,492

Down $143,688 (-5.3%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth19th percentile

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

$100M$50M$0Assets 2011: $8,917,278Liabilities 2011: $6,673,458Net Assets 2011: $2,243,8202011Assets 2012: $10,620,428Liabilities 2012: $6,897,443Net Assets 2012: $3,722,9852012Assets 2013: $14,073,088Liabilities 2013: $8,360,754Net Assets 2013: $5,712,3342013Assets 2014: $17,239,826Liabilities 2014: $9,579,997Net Assets 2014: $7,659,8292014Assets 2015: $21,564,258Liabilities 2015: $12,311,678Net Assets 2015: $9,252,5802015Assets 2016: $26,260,267Liabilities 2016: $15,079,193Net Assets 2016: $11,181,0742016Assets 2017: $33,319,158Liabilities 2017: $16,621,057Net Assets 2017: $16,698,1012017Assets 2018: $46,251,047Liabilities 2018: $20,652,584Net Assets 2018: $25,598,4632018Assets 2019: $64,830,897Liabilities 2019: $22,199,222Net Assets 2019: $42,631,6752019Assets 2020: $75,757,056Liabilities 2020: $22,132,167Net Assets 2020: $53,624,8892020Assets 2021: $84,908,173Liabilities 2021: $24,118,098Net Assets 2021: $60,790,0752021Assets 2022: $80,228,048Liabilities 2022: $21,031,211Net Assets 2022: $59,196,8372022Assets 2023: $82,350,444Liabilities 2023: $21,822,863Net Assets 2023: $60,527,5812023

Highlighted filing

2023

Assets$82,350,444
Liabilities$21,822,863
Net Assets$60,527,581
Open 2023 Filing

Operations Trend

Revenue Growth10th percentile

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

$60M$40M$20M$0Revenue 2011: $14,586,768Expenses 2011: $12,575,346Net Income 2011: $2,011,4222011Revenue 2012: $13,777,430Expenses 2012: $12,274,246Net Income 2012: $1,503,1842012Expenses 2013: $14,875,7722013Revenue 2014: $17,600,204Expenses 2014: $15,649,231Net Income 2014: $1,950,9732014Revenue 2015: $20,656,411Expenses 2015: $18,718,219Net Income 2015: $1,938,1922015Revenue 2016: $24,034,553Expenses 2016: $21,898,105Net Income 2016: $2,136,4482016Revenue 2017: $29,665,825Expenses 2017: $27,323,186Net Income 2017: $2,342,6392017Revenue 2018: $34,678,140Expenses 2018: $25,664,353Net Income 2018: $9,013,7872018Revenue 2019: $42,778,482Expenses 2019: $26,587,368Net Income 2019: $16,191,1142019Revenue 2020: $38,882,568Expenses 2020: $29,568,952Net Income 2020: $9,313,6162020Revenue 2021: $41,792,920Expenses 2021: $34,155,626Net Income 2021: $7,637,2942021Revenue 2022: $35,188,346Expenses 2022: $32,463,166Net Income 2022: $2,725,1802022Revenue 2023: $36,184,177Expenses 2023: $33,602,685Net Income 2023: $2,581,4922023

Highlighted filing

2023

Revenue$36,184,177
Expenses$33,602,685
Net Income$2,581,492
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$82,350,444
Liabilities
$21,822,863
Net assets
$60,527,581
Revenue
$36,184,177
Expenses
$33,602,685
Net income
$2,581,492
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$82.4$21.8$60.5$36.2$33.6$2.58
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$80.2$21.0$59.2$35.2$32.5$2.73
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$84.9$24.1$60.8$41.8$34.2$7.64
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$75.8$22.1$53.6$38.9$29.6$9.31
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$64.8$22.2$42.6$42.8$26.6$16.2
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.3$20.7$25.6$34.7$25.7$9.01
2017Summary only. Only limited summary data is available for this year.$33.3$16.6$16.7$29.7$27.3$2.34
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.3$15.1$11.2$24.0$21.9$2.14
2015Detailed filing. Detailed filing data is available for this year.$21.6$12.3$9.25$20.7$18.7$1.94
2014Detailed filing. Detailed filing data is available for this year.$17.2$9.58$7.66$17.6$15.6$1.95
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.1$8.36$5.71$14.9
2012Summary only. Only limited summary data is available for this year.$10.6$6.90$3.72$13.8$12.3$1.50
2011Summary only. Only limited summary data is available for this year.$8.92$6.67$2.24$14.6$12.6$2.01
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Apr 13, 2023
Return Version
2021v4.2
Gross Receipts
$101,059,088
Mission and Program Overview

Mission

To provide health benefits to participants

Provide health benefits to participants

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$63,894,357$60,591,788▼ $3,302,569
Rtn Earn Endowment Incm Other Fnds$60,790,075$59,196,837▼ $1,593,238
Savings and Temporary Cash Investments$11,777,372$13,787,841▲ $2,010,469
Accounts Receivable$7,450,263$3,939,739▼ $3,510,524
Cash and Non-Interest-Bearing Accounts$1,689,362$1,838,051▲ $148,689
Investments Other Securities$38,780$38,780→ $0
Prepaid Expenses and Deferred Charges$17,108$31,849▲ $14,741
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$84,908,173$80,228,048▼ $4,680,125
Other Assets Total$40,931--
Liabilities
Other Liabilities$24,010,173$20,869,172▼ $3,141,001
Accounts Payable and Accrued Expenses$107,925$162,039▲ $54,114
Total Liabilities$24,118,098$21,031,211▼ $3,086,887
Net Assets / Fund Balance
Total Net Assets Fund Balance$60,790,075$59,196,837▼ $1,593,238
Total Liabilities and Net Assets / Fund Balance$84,908,173$80,228,048▼ $4,680,125
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
William KuhrTrustee, Chairman
Abe TalakaiTrustee
Brian IwashitaTrustee
Dan PasiniTrustee
Dave MauroTrustee
David ChadTrustee
Matt DaveyTrustee
Saagar BakshiTrustee
Tim LynchTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$33,386,702
Investment Income
$888,291
Other Revenue
$913,353
Change in Net Assets
$2,725,180

Audited Revenue Reconciliation

Revenue per Audited Statements
$34,965,271
Revenue Not Reported on Financial Statements
$223,075
Revenue Not Reported on Form 990
$-4,318,418
Total Revenue per Audited Statements
$30,646,853
Total Revenue per Form 990
$35,188,346
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,541,103
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$30,922,063--$30,922,063
Fees for Service Investment Mgmnt Fees-$223,075-$223,075
All Other Expenses-$152,468-$152,468
Fees for Services Accounting-$76,028-$76,028
Other Expenses-$64,197-$64,197
Fees for Services Legal-$22,497-$22,497
Conferences and Meetings-$7,744-$7,744
Total Functional Expenses$30,922,063$1,541,103$0$32,463,166

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$34,814,420
Total Expenses per Audited Statements$34,814,420
Total Expenses per Form 990$32,463,166
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-2,351,254
Other Expense Adjustments$-2,574,329
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
Benefit Obligations$19,552,352
Reciprocity Contribution Payable$839,751
Contributions Received in Advance$477,069
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No

Governance Explanations

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

“Processed to review form 990; the form 990 is prepared by the plan's auditor (cpa firm) based on the plan's financial statement audit. The completed form 990 is forwarded to all trustees for review.”

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.”

Filing and Contact Details

Filer

Filer Name
San Mateo Electrical Workers
EIN
94-6077924
Phone
4082884400
Address
6800 SANTA TERESA BOULEVARD STE 10, SAN JOSE, CA 95119

Signing Officer

Name
William Kuhr
Title
Trustee, Chairman
Phone
4082884400
Signed
2023-04-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Kuhr
Formed
1953
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Ineich & Company Llp
Address
950 TOWER LANE SUITE 780, FOSTER CITY, CA 94404
Preparer
Michael T Savasta
Phone
6505738007
Supplemental Narrative

Financial Statement Notes

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in accrued benefit obligations”

Form 990, Schedule D,part XII, Line 4B

“Part xii, line 4b: change in accrued benefit obligations”

Raw XML AppendixShowing 400 of 1,648 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
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IRS990/OtherRevenueMiscGrp/Desc0STOP LOSS REIMBURSEMENTS
IRS990/OtherRevenueMiscGrp/Desc1COBRA SUSSIDY REIMBUSEMENTS
IRS990/OtherRevenueMiscGrp/ExclusionAmt0813080
IRS990/OtherRevenueMiscGrp/ExclusionAmt1100273
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IRS990/PoliticalCampaignActyInd00
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt031849
IRS990/PrincipalOfficerNm0WILLIAM KUHR
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IRS990/ProgramServiceRevenueGrp/BusinessCd0230000
IRS990/ProgramServiceRevenueGrp/BusinessCd1230000
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIO
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1797286
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt032589416
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1797286
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt032700349
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYTotalExpensesAmt034155626
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt041792920
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt02725180
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
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IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0223075
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0223075
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-4318418
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-2574329
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt019552352
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1839751
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2477069
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1RECIPROCITY CONTRIBUTION PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CONTRIBUTIONS RECEIVED IN ADVANCE
IRS990ScheduleD/RevenueNotReportedAmt0-4318418
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0223075
IRS990ScheduleD/RevenueSubtotalAmt034965271
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CHANGE IN ACCRUED BENEFIT OBLIGATIONS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1PART XII, LINE 4B: CHANGE IN ACCRUED BENEFIT OBLIGATIONS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, SCHEDULE D,PART XII, LINE 4B
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt032463166
IRS990ScheduleD/TotalLiabilityAmt020869172
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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROCESSED TO REVIEW FORM 990; THE FORM 990 IS PREPARED BY THE PLAN'S AUDITOR (CPA FIRM) BASED ON THE PLAN'S FINANCIAL STATEMENT AUDIT. THE COMPLETED FORM 990 IS FORWARDED TO ALL TRUSTEES FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
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IRS990ScheduleR/AssetSaleToOtherOrgInd00
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd980

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