Civic Intelligence

San Mateo Electrical Workers Health Plan

990 • Fiscal year 2020 • EIN 94-6077924

Jun 01, 2019 to May 31, 2020 • Filed on Feb 16, 2021

Organization ProfileIBEW617BENEFITS.COM

View Organization Page

6800 Santa Teresa Boulevard Ste 10San Jose, CA 95119

(408) 288-4400

Siviq Scores

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

Liabilities / Assets

80th percentile

0.29x

Higher debt load relative to assets than 80% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Liabilities / Revenue

94th percentile

0.57x

Higher debt load relative to revenue than 94% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Net Margin

79th percentile

24%

Higher net margin than 79% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Asset Growth

78th percentile

17%

Faster asset growth than 78% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2019 to 2020

Revenue Growth

23rd percentile

-9.1%

Faster revenue growth than 23% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$75,757,056

Up $10,926,159 (+17%) from 2019

Net Assets

Up

$53,624,889

Up $10,993,214 (+26%) from 2019

Liabilities

Down

$22,132,167

Down $67,055 (-0.3%) from 2019

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin79th percentile

Revenue

Down

$38,882,568

Down $3,895,914 (-9.1%) from 2019

Expenses

Up

$29,568,952

Up $2,981,584 (+11%) from 2019

Net Income

Down

$9,313,616

Down $6,877,498 (-42%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2020

Assets$75,757,056
Liabilities$22,132,167
Net Assets$53,624,889
Open 2020 Filing

Operations Trend

Revenue Growth23rd 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

2020

Revenue$38,882,568
Expenses$29,568,952
Net Income$9,313,616
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Feb 16, 2021
Return Version
2019v5.2
Gross Receipts
$104,634,788
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$41,366,970$57,734,507▲ $16,367,537
Rtn Earn Endowment Incm Other Fnds$42,631,675$53,624,889▲ $10,993,214
Savings and Temporary Cash Investments$15,944,440$8,275,866▼ $7,668,574
Cash and Non-Interest-Bearing Accounts$1,951,375$5,203,761▲ $3,252,386
Accounts Receivable$5,520,671$4,495,456▼ $1,025,215
Investments Other Securities$38,780$38,780→ $0
Prepaid Expenses and Deferred Charges$8,661$8,686▲ $25
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$64,830,897$75,757,056▲ $10,926,159
Liabilities
Other Liabilities$22,106,644$22,006,898▼ $99,746
Accounts Payable and Accrued Expenses$92,578$125,269▲ $32,691
Total Liabilities$22,199,222$22,132,167▼ $67,055
Net Assets / Fund Balance
Total Net Assets Fund Balance$42,631,675$53,624,889▲ $10,993,214
Total Liabilities and Net Assets / Fund Balance$64,830,897$75,757,056▲ $10,926,159
Compensation and Service Providers
Top Officer Pay32nd 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
$35,126,362
Investment Income
$2,009,394
Other Revenue
$1,746,812
Change in Net Assets
$9,313,616

Audited Revenue Reconciliation

Revenue per Audited Statements
$38,696,406
Revenue Not Reported on Financial Statements
$186,162
Revenue Not Reported on Form 990
$1,679,598
Total Revenue per Audited Statements
$40,376,004
Total Revenue per Form 990
$38,882,568
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,198,129
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$28,370,823--$28,370,823
Fees for Service Investment Mgmnt Fees-$186,162-$186,162
Fees for Services Accounting-$69,720-$69,720
Other Expenses-$69,300-$69,300
Fees for Services Legal-$26,749-$26,749
Conferences and Meetings-$22,905-$22,905
All Other Expenses-$-1,322-$-1,322
Total Functional Expenses$28,370,823$1,198,129$0$29,568,952

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$29,568,952
Expenses per Audited Statements$27,832,153
Total Expenses per Audited Statements$27,832,153
Expenses Not Reported on Financial Statements$1,736,799
Other Expense Adjustments$1,550,637
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$20,884,851
Reciprocity Contribution Payable$841,723
Contributions Received in Advance$280,324
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
2021-02-16
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 1,550 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/TitleTxt6TRUSTEE, CHAIRMAN
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IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0186162
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0186162
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01679598
IRS990ScheduleD/OtherExpensesNotIncludedAmt01550637
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt020884851
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1841723
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2280324
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1RECIPROCITY CONTRIBUTION PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CONTRIBUTIONS RECEIVED IN ADVANCE
IRS990ScheduleD/RevenueNotReportedAmt01679598
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0186162
IRS990ScheduleD/RevenueSubtotalAmt038696406
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/TotalExpensesPerForm990Amt029568952
IRS990ScheduleD/TotalLiabilityAmt022006898
IRS990ScheduleD/TotalRevenuePerForm990Amt038882568
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt040376004
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt027832153
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
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IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$75,757,056
Liabilities
$22,132,167
Net assets
$53,624,889
Revenue
$38,882,568
Expenses
$29,568,952
Net income
$9,313,616
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
2020Detailed filing. Detailed filing data is available for this year.$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