Civic Intelligence

San Mateo Electrical Workers Health Plan

990 • Fiscal year 2019 • EIN 94-6077924

Jun 01, 2018 to May 31, 2019 • Filed on Feb 12, 2020

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

84th percentile

0.34x

Higher debt load relative to assets than 84% of similar nonprofits.

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

Liabilities / Revenue

89th percentile

0.52x

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

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

Net Margin

88th percentile

38%

Higher net margin than 88% of similar nonprofits.

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

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% 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

95th percentile

40%

Faster asset growth than 95% of similar nonprofits.

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

Revenue Growth

87th percentile

23%

Faster revenue growth than 87% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$64,830,897

Up $18,579,850 (+40%) from 2018

Net Assets

Up

$42,631,675

Up $17,033,212 (+67%) from 2018

Liabilities

Up

$22,199,222

Up $1,546,638 (+7.5%) from 2018

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin88th percentile

Revenue

Up

$42,778,482

Up $8,100,342 (+23%) from 2018

Expenses

Up

$26,587,368

Up $923,015 (+3.6%) from 2018

Net Income

Up

$16,191,114

Up $7,177,327 (+80%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth95th 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

2019

Assets$64,830,897
Liabilities$22,199,222
Net Assets$42,631,675
Open 2019 Filing

Operations Trend

Revenue Growth87th 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

2019

Revenue$42,778,482
Expenses$26,587,368
Net Income$16,191,114
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Feb 12, 2020
Return Version
2018v3.1
Gross Receipts
$87,573,414
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$25,598,463$42,631,675▲ $17,033,212
Investments in Publicly Traded Securities$22,358,834$41,366,970▲ $19,008,136
Savings and Temporary Cash Investments$14,383,725$15,944,440▲ $1,560,715
Accounts Receivable$5,625,732$5,520,671▼ $105,061
Cash and Non-Interest-Bearing Accounts$3,835,341$1,951,375▼ $1,883,966
Investments Other Securities$38,780$38,780→ $0
Prepaid Expenses and Deferred Charges$8,635$8,661▲ $26
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$46,251,047$64,830,897▲ $18,579,850
Liabilities
Other Liabilities$20,576,672$22,106,644▲ $1,529,972
Accounts Payable and Accrued Expenses$75,912$92,578▲ $16,666
Total Liabilities$20,652,584$22,199,222▲ $1,546,638
Net Assets / Fund Balance
Total Net Assets Fund Balance$25,598,463$42,631,675▲ $17,033,212
Total Liabilities and Net Assets / Fund Balance$46,251,047$64,830,897▲ $18,579,850
Compensation and Service Providers
Top Officer Pay36th 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
$40,974,440
Investment Income
$1,127,339
Other Revenue
$676,703
Change in Net Assets
$16,191,114

Audited Revenue Reconciliation

Revenue per Audited Statements
$42,645,398
Revenue Not Reported on Financial Statements
$133,084
Revenue Not Reported on Form 990
$842,098
Total Revenue per Audited Statements
$43,487,496
Total Revenue per Form 990
$42,778,482
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,223,953
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$25,363,415--$25,363,415
All Other Expenses-$145,830-$145,830
Fees for Service Investment Mgmnt Fees-$133,084-$133,084
Other Expenses-$69,300-$69,300
Fees for Services Accounting-$40,480-$40,480
Fees for Services Legal-$28,288-$28,288
Conferences and Meetings-$26,169-$26,169
Total Functional Expenses$25,363,415$1,223,953$0$26,587,368

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$26,587,368
Expenses per Audited Statements$25,057,404
Total Expenses per Audited Statements$25,057,404
Expenses Not Reported on Financial Statements$1,529,964
Other Expense Adjustments$1,396,880
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$19,334,214
Reciprocity Contribution Payable$2,452,667
Contributions Received in Advance$319,763
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
2020-02-12
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 1,474 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
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
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IRS990ScheduleD/NetUnrealizedGainsInvstAmt0842098
IRS990ScheduleD/OtherExpensesNotIncludedAmt01396880
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt019334214
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12452667
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2319763
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1RECIPROCITY CONTRIBUTION PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CONTRIBUTIONS RECEIVED IN ADVANCE
IRS990ScheduleD/RevenueNotReportedAmt0842098
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0133084
IRS990ScheduleD/RevenueSubtotalAmt042645398
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/TotalExpensesPerForm990Amt026587368
IRS990ScheduleD/TotalLiabilityAmt022106644
IRS990ScheduleD/TotalRevenuePerForm990Amt042778482
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt043487496
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt025057404
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
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd90
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd890
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd900
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0205229679
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1562422903
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN2943078881
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN3943062586
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN4680345629
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN5941608670
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN7942863471
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN8943057521
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN9941454953
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN10954268169
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN11941403967
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN12941584551
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN13680349266
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN14943287809
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN15204664903
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN17942587451
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN18141877889
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$64,830,897
Liabilities
$22,199,222
Net assets
$42,631,675
Revenue
$42,778,482
Expenses
$26,587,368
Net income
$16,191,114
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
2019Detailed filing. Detailed filing data is available for this year.$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