Civic Intelligence

San Mateo Electrical Workers Health Plan

990 • Fiscal year 2015 • EIN 94-6077924

Jun 01, 2014 to May 31, 2015 • Filed on Feb 17, 2016

Organization ProfileIBEW617BENEFITS.COM

View Organization Page

6800 Santa Teresa Boulevard Ste 100San Jose, CA 95119

(408) 288-4400

Siviq Scores

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

Liabilities / Assets

89th percentile

0.57x

Higher debt load relative to assets than 89% of similar nonprofits.

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

Liabilities / Revenue

91st percentile

0.60x

Higher debt load relative to revenue than 91% of similar nonprofits.

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

Net Margin

69th percentile

9.4%

Higher net margin than 69% 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

89th percentile

25%

Faster asset growth than 89% of similar nonprofits.

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

Revenue Growth

84th percentile

17%

Faster revenue growth than 84% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$21,564,258

Up $4,324,432 (+25%) from 2014

Net Assets

Up

$9,252,580

Up $1,592,751 (+21%) from 2014

Liabilities

Up

$12,311,678

Up $2,731,681 (+29%) from 2014

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin69th percentile

Revenue

Up

$20,656,411

Up $3,056,207 (+17%) from 2014

Expenses

Up

$18,718,219

Up $3,068,988 (+20%) from 2014

Net Income

Down

$1,938,192

Down $12,781 (-0.7%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$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

2015

Assets$21,564,258
Liabilities$12,311,678
Net Assets$9,252,580
Open 2015 Filing

Operations Trend

Revenue Growth84th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$20,656,411
Expenses$18,718,219
Net Income$1,938,192
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2014 to May 31, 2015
Signed
Feb 17, 2016
Return Version
2014v6.0
Gross Receipts
$34,609,529
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$5,718,058$13,386,343▲ $7,668,285
Rtn Earn Endowment Incm Other Fnds$7,659,829$9,252,580▲ $1,592,751
Savings and Temporary Cash Investments$2,121,068$4,081,480▲ $1,960,412
Accounts Receivable$2,050,995$2,095,290▲ $44,295
Cash and Non-Interest-Bearing Accounts$6,966,532$1,865,626▼ $5,100,906
Investments Other Securities$366,906$116,158▼ $250,748
Prepaid Expenses and Deferred Charges$16,267$19,361▲ $3,094
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$17,239,826$21,564,258▲ $4,324,432
Liabilities
Other Liabilities$9,524,528$12,204,691▲ $2,680,163
Accounts Payable and Accrued Expenses$55,469$106,987▲ $51,518
Total Liabilities$9,579,997$12,311,678▲ $2,731,681
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,659,829$9,252,580▲ $1,592,751
Total Liabilities and Net Assets / Fund Balance$17,239,826$21,564,258▲ $4,324,432
Compensation and Service Providers
Top Officer Pay44th percentile

Board Members and Trustees

NameTitle
William KuhrTrustee, Chairman
Dan PasiniTrustee
David SignorelloTrustee
Dominic NolanTrustee
John ValdezTrustee
Mark LeachTrustee
Matt DaveyTrustee
Steve PellizzariTrustee
Tim LynchTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$20,084,736
Investment Income
$190,808
Other Revenue
$380,867
Change in Net Assets
$1,938,192

Audited Revenue Reconciliation

Revenue per Audited Statements
$20,619,852
Revenue Not Reported on Financial Statements
$36,559
Revenue Not Reported on Form 990
$-345,441
Total Revenue per Audited Statements
$20,274,411
Total Revenue per Form 990
$20,656,411
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$855,260
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$17,862,959--$17,862,959
All Other Expenses-$95,766-$95,766
Other Expenses-$69,300-$69,300
Fees for Services Accounting-$50,897-$50,897
Fees for Service Investment Mgmnt Fees-$36,559-$36,559
Conferences and Meetings-$27,764-$27,764
Fees for Services Legal-$26,712-$26,712
Total Functional Expenses$17,862,959$855,260$0$18,718,219

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$18,718,219
Expenses per Audited Statements$15,933,438
Total Expenses per Audited Statements$15,933,438
Expenses Not Reported on Financial Statements$2,784,781
Other Expense Adjustments$2,748,222
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
Benefit Obligations$11,796,839
Reciprocity Contribution Payable$236,034
Contributions Received in Advance$171,818
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
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“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 Health Plan
EIN
94-6077924
Phone
4082884400
Address
6800 SANTA TERESA BOULEVARD STE 100, SAN JOSE, CA 95119

Signing Officer

Name
William Kuhr
Title
Trustee, Chairman
Phone
4082884400
Signed
2016-02-17
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 1,134 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/Desc1RECIPROCITY CONTRIBUTION PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CONTRIBUTIONS RECEIVED IN ADVANCE
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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
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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 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0ALVAH CONTRACTORS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1AMS ELECTRIC INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2BALFOUR BEATTY RAIL INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3BARRI ELECTRIC CO INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4BEI CONSTRUCTION INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5BEING OF SERVICE INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6BRAYER ELECTRIC CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7CBF INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8CENTRAL SIERRA ELECT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9CHARLES M PRESCOTT ELECT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt10CROCKETT ELECTRIC CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt11CSI ELECTRICAL CONT INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt12CUPERTINO ELECTRIC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt13DAWSON ELECTRIC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt14DELTA TECH INC

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,564,258
Liabilities
$12,311,678
Net assets
$9,252,580
Revenue
$20,656,411
Expenses
$18,718,219
Net income
$1,938,192
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)9 • $25M-$50M nonprofits