Civic Intelligence

San Mateo Electrical Workers Health Plan

990 • Fiscal year 2018 • EIN 94-6077924

Jun 01, 2017 to May 31, 2018 • Filed on Apr 04, 2019

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

88th percentile

0.45x

Higher debt load relative to assets than 88% of similar nonprofits.

2018 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

93rd percentile

0.60x

Higher debt load relative to revenue than 93% of similar nonprofits.

2018 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2018

Net Margin

84th percentile

26%

Higher net margin than 84% of similar nonprofits.

2018 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2018

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.

2018 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2018

Asset Growth

96th percentile

39%

Faster asset growth than 96% of similar nonprofits.

2018 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Revenue Growth

83rd percentile

17%

Faster revenue growth than 83% of similar nonprofits.

2018 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$46,251,047

Up $12,931,889 (+39%) from 2017

Net Assets

Up

$25,598,463

Up $8,900,362 (+53%) from 2017

Liabilities

Up

$20,652,584

Up $4,031,527 (+24%) from 2017

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin84th percentile

Revenue

Up

$34,678,140

Up $5,012,315 (+17%) from 2017

Expenses

Down

$25,664,353

Down $1,658,833 (-6.1%) from 2017

Net Income

Up

$9,013,787

Up $6,671,148 (+285%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth96th 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

2018

Assets$46,251,047
Liabilities$20,652,584
Net Assets$25,598,463
Open 2018 Filing

Operations Trend

Revenue Growth83rd 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

2018

Revenue$34,678,140
Expenses$25,664,353
Net Income$9,013,787
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Apr 4, 2019
Return Version
2017v2.3
Gross Receipts
$73,298,754
Mission and Program Overview

Mission

To provide health benefits to participants

Provide health benefits to participants

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$16,698,101$25,598,463▲ $8,900,362
Investments in Publicly Traded Securities$14,581,324$22,358,834▲ $7,777,510
Savings and Temporary Cash Investments$2,162,941$14,383,725▲ $12,220,784
Accounts Receivable$7,013,752$5,625,732▼ $1,388,020
Cash and Non-Interest-Bearing Accounts$9,516,011$3,835,341▼ $5,680,670
Investments Other Securities$38,780$38,780→ $0
Prepaid Expenses and Deferred Charges$6,350$8,635▲ $2,285
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$33,319,158$46,251,047▲ $12,931,889
Liabilities
Other Liabilities$16,547,580$20,576,672▲ $4,029,092
Accounts Payable and Accrued Expenses$73,477$75,912▲ $2,435
Total Liabilities$16,621,057$20,652,584▲ $4,031,527
Net Assets / Fund Balance
Total Net Assets Fund Balance$16,698,101$25,598,463▲ $8,900,362
Total Liabilities and Net Assets / Fund Balance$33,319,158$46,251,047▲ $12,931,889
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
William KuhrTrustee, Chairman
Brian IwashitaTrustee
Dan PasiniTrustee
Dave MauroTrustee
David ChadTrustee
John ValdezTrustee
Matt DaveyTrustee
Tim LynchTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$33,697,008
Investment Income
$207,188
Other Revenue
$773,944
Change in Net Assets
$9,013,787

Audited Revenue Reconciliation

Revenue per Audited Statements
$34,606,033
Revenue Not Reported on Financial Statements
$72,107
Revenue Not Reported on Form 990
$-113,425
Total Revenue per Audited Statements
$34,492,608
Total Revenue per Form 990
$34,678,140
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,187,873
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$24,476,480--$24,476,480
All Other Expenses-$153,269-$153,269
Fees for Service Investment Mgmnt Fees-$72,107-$72,107
Other Expenses-$69,300-$69,300
Fees for Services Accounting-$69,117-$69,117
Conferences and Meetings-$29,885-$29,885
Fees for Services Legal-$25,202-$25,202
Total Functional Expenses$24,476,480$1,187,873$0$25,664,353

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$25,664,353
Expenses per Audited Statements$23,571,234
Total Expenses per Audited Statements$23,571,234
Expenses Not Reported on Financial Statements$2,093,119
Other Expense Adjustments$2,021,012
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$17,937,334
Reciprocity Contribution Payable$2,416,058
Contributions Received in Advance$223,280
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 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 100, SAN JOSE, CA 95119

Signing Officer

Name
William Kuhr
Title
Trustee, Chairman
Phone
4082884400
Signed
2019-04-04
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 1,395 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/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE, CHAIRMAN
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IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-113425
IRS990ScheduleD/OtherExpensesNotIncludedAmt02021012
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt017937334
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12416058
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2223280
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1RECIPROCITY CONTRIBUTION PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CONTRIBUTIONS RECEIVED IN ADVANCE
IRS990ScheduleD/RevenueNotReportedAmt0-113425
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt072107
IRS990ScheduleD/RevenueSubtotalAmt034606033
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/TotalExpensesPerForm990Amt025664353
IRS990ScheduleD/TotalLiabilityAmt020576672
IRS990ScheduleD/TotalRevenuePerForm990Amt034678140
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt034492608
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt023571234
IRS990/ScheduleJRequiredInd00
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
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,251,047
Liabilities
$20,652,584
Net assets
$25,598,463
Revenue
$34,678,140
Expenses
$25,664,353
Net income
$9,013,787
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
2018Detailed filing. Detailed filing data is available for this year.$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