Civic Intelligence

San Mateo Electrical Workers Health Plan

990 • Fiscal year 2023 • EIN 94-6077924

Jun 01, 2022 to May 31, 2023 • Filed on Mar 22, 2024

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

83rd percentile

0.27x

Higher debt load relative to assets than 83% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

93rd percentile

0.60x

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

2023 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2023

Net Margin

57th percentile

7.1%

Higher net margin than 57% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2023

Asset Growth

34th percentile

2.6%

Faster asset growth than 34% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

45th percentile

2.8%

Faster revenue growth than 45% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Flat

$82,350,444

Flat from 2023

Net Assets

Flat

$60,527,581

Flat from 2023

Liabilities

Flat

$21,822,863

Flat from 2023

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin57th percentile

Revenue

Flat

$36,184,177

Flat from 2023

Expenses

Flat

$33,602,685

Flat from 2023

Net Income

Flat

$2,581,492

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth34th 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: $60,527,5812023Assets 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 Growth45th 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: $2,581,4922023Revenue 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
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Mar 22, 2024
Return Version
2022v5.0
Gross Receipts
$96,842,484
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$60,591,788$63,738,828▲ $3,147,040
Rtn Earn Endowment Incm Other Fnds$59,196,837$60,527,581▲ $1,330,744
Savings and Temporary Cash Investments$13,787,841$11,302,291▼ $2,485,550
Accounts Receivable$3,939,739$4,932,713▲ $992,974
Cash and Non-Interest-Bearing Accounts$1,838,051$2,340,238▲ $502,187
Investments Other Securities$38,780--
Prepaid Expenses and Deferred Charges$31,849$36,374▲ $4,525
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$80,228,048$82,350,444▲ $2,122,396
Liabilities
Other Liabilities$20,869,172$21,710,282▲ $841,110
Accounts Payable and Accrued Expenses$162,039$112,581▼ $49,458
Total Liabilities$21,031,211$21,822,863▲ $791,652
Net Assets / Fund Balance
Total Net Assets Fund Balance$59,196,837$60,527,581▲ $1,330,744
Total Liabilities and Net Assets / Fund Balance$80,228,048$82,350,444▲ $2,122,396
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
William KuhrTrustee, Chairman
Abe TalakaiTrustee
Brian IwashitaTrustee
Dan PasiniTrustee
Dave MauroTrustee
David ChadTrustee
Scott WeinTrustee
Tim LynchTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$34,601,716
Investment Income
$972,238
Other Revenue
$610,223
Change in Net Assets
$2,581,492

Audited Revenue Reconciliation

Revenue per Audited Statements
$35,968,469
Revenue Not Reported on Financial Statements
$215,708
Revenue Not Reported on Form 990
$-1,250,748
Total Revenue per Audited Statements
$34,717,721
Total Revenue per Form 990
$36,184,177
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,476,799
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$32,125,886--$32,125,886
Fees for Service Investment Mgmnt Fees-$215,708-$215,708
All Other Expenses-$134,928-$134,928
Fees for Services Accounting-$74,058-$74,058
Other Expenses-$69,300-$69,300
Conferences and Meetings-$31,705-$31,705
Fees for Services Legal-$20,220-$20,220
Total Functional Expenses$32,125,886$1,476,799$0$33,602,685

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$33,602,685
Expenses per Audited Statements$33,009,114
Total Expenses per Audited Statements$33,009,114
Expenses Not Reported on Financial Statements$593,571
Other Expense Adjustments$377,863
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$19,930,215
Reciprocity Contribution Payable$1,265,442
Contributions Received in Advance$514,625
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
2024-03-22
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 1,664 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/InvestmentExpensesNotIncld2Amt0215708
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0215708
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-1250748
IRS990ScheduleD/OtherExpensesNotIncludedAmt0377863
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt019930215
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11265442
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2514625
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1RECIPROCITY CONTRIBUTION PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CONTRIBUTIONS RECEIVED IN ADVANCE
IRS990ScheduleD/RevenueNotReportedAmt0-1250748
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0215708
IRS990ScheduleD/RevenueSubtotalAmt035968469
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/TotalExpensesPerForm990Amt033602685
IRS990ScheduleD/TotalLiabilityAmt021710282
IRS990ScheduleD/TotalRevenuePerForm990Amt036184177
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt034717721
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt033009114
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
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing 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
2023Detailed filing. Detailed filing data is available for this year.$82.4$21.8$60.5$36.2$33.6$2.58
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