Civic Intelligence

Distributors Association Pensioners Hospital and Medical Trust

990 • Fiscal year 2017 • EIN 94-6080959

Jun 01, 2016 to May 31, 2017 • Filed on Apr 11, 2018

Organization ProfileN/A

View Organization Page

2200 Powell Street No 1000Emeryville, CA 94608

(510) 653-6765

Siviq Scores

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

Liabilities / Assets

71st percentile

0.10x

Higher debt load relative to assets than 71% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

60th percentile

0.04x

Higher debt load relative to revenue than 60% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Net Margin

17th percentile

-16%

Higher net margin than 17% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Asset Growth

9th percentile

-31%

Faster asset growth than 9% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

4th percentile

-53%

Faster revenue growth than 4% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$524,353

Down $232,015 (-31%) from 2016

Net Assets

Down

$469,823

Down $217,841 (-32%) from 2016

Liabilities

Down

$54,530

Down $14,174 (-21%) from 2016

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin17th percentile

Revenue

Down

$1,298,454

Down $1,467,169 (-53%) from 2016

Expenses

Down

$1,509,444

Down $2,821,056 (-65%) from 2016

Net Income

Up

-$210,990

Up $1,353,887 (+87%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $15,085,723Liabilities 2010: $43,730Net Assets 2010: $15,041,9932010Assets 2011: $12,843,965Liabilities 2011: $69,306Net Assets 2011: $12,774,6592011Assets 2012: $10,367,215Liabilities 2012: $83,848Net Assets 2012: $10,283,3672012Assets 2013: $7,344,037Liabilities 2013: $34,183Net Assets 2013: $7,309,8542013Assets 2014: $4,418,169Liabilities 2014: $20,057Net Assets 2014: $4,398,1122014Assets 2015: $2,340,445Liabilities 2015: $49,400Net Assets 2015: $2,291,0452015Assets 2016: $756,368Liabilities 2016: $68,704Net Assets 2016: $687,6642016Assets 2017: $524,353Liabilities 2017: $54,530Net Assets 2017: $469,8232017Assets 2018: $451,744Liabilities 2018: $22,951Net Assets 2018: $428,7932018Assets 2019: $305,804Liabilities 2019: $8,073Net Assets 2019: $297,7312019Assets 2020: $238,949Liabilities 2020: $50,132Net Assets 2020: $188,8172020Assets 2021: $182,149Liabilities 2021: $117,618Net Assets 2021: $64,5312021

Highlighted filing

2017

Assets$524,353
Liabilities$54,530
Net Assets$469,823
Open 2017 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $6,249,4582010Revenue 2011: $3,713,970Expenses 2011: $6,221,822Net Income 2011: -$2,507,8522011Expenses 2012: $6,084,6372012Revenue 2013: $2,571,530Expenses 2013: $5,303,604Net Income 2013: -$2,732,0742013Revenue 2014: $2,201,930Expenses 2014: $5,020,735Net Income 2014: -$2,818,8052014Revenue 2015: $2,816,985Expenses 2015: $4,863,643Net Income 2015: -$2,046,6582015Revenue 2016: $2,765,623Expenses 2016: $4,330,500Net Income 2016: -$1,564,8772016Revenue 2017: $1,298,454Expenses 2017: $1,509,444Net Income 2017: -$210,9902017Revenue 2018: $1,296,051Expenses 2018: $1,336,351Net Income 2018: -$40,3002018Revenue 2019: $1,289,327Expenses 2019: $1,420,283Net Income 2019: -$130,9562019Revenue 2020: $564,238Expenses 2020: $673,116Net Income 2020: -$108,8782020Revenue 2021: $328,824Expenses 2021: $453,179Net Income 2021: -$124,3552021

Highlighted filing

2017

Revenue$1,298,454
Expenses$1,509,444
Net Income-$210,990
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Apr 11, 2018
Return Version
2016v3.0
Gross Receipts
$1,810,486
Mission and Program Overview

Mission

To provide hospital, medical, prescription drug, vision and dental benefits to retirees and their qualified beneficiaries.

To provide hospital, medical,prescription drug,vision and dental benefits to retirees and their beneficiaries.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$687,664$469,823▼ $217,841
Investments in Publicly Traded Securities$410,096$371,525▼ $38,571
Savings and Temporary Cash Investments$39,090$103,121▲ $64,031
Cash and Non-Interest-Bearing Accounts$285,642$43,697▼ $241,945
Accounts Receivable$2,192$5,690▲ $3,498
Prepaid Expenses and Deferred Charges$23,342$320▼ $23,022
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$760,362$524,353▼ $236,009
Liabilities
Deferred Revenue$19,630$48,085▲ $28,455
Accounts Payable and Accrued Expenses$53,068$6,445▼ $46,623
Total Liabilities$72,698$54,530▼ $18,168
Net Assets / Fund Balance
Total Net Assets Fund Balance$687,664$469,823▼ $217,841
Total Liabilities and Net Assets / Fund Balance$760,362$524,353▼ $236,009
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Diana DoughtieTrustee
Jim DodsonTrustee
Richard MurphyTrustee
Tom DillonTrustee
Gerrit DirkmaatTrustee - Past

Highest Paid Contractors

ContractorServicesLocationCompensation
Industrial Employers And Distributors AsAdministrative Services2200 POWELL STREET SUITE 1000, Emeryville, CA 94608$247,543
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,266,657
Investment Income
$31,797
Other Revenue
$0
Change in Net Assets
$-210,990

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,297,190
Revenue Not Reported on Financial Statements
$1,264
Revenue Not Reported on Form 990
$-6,851
Total Revenue per Audited Statements
$1,290,339
Total Revenue per Form 990
$1,298,454
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$232,322
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---$1,277,122
Fees for Services Management---$201,122
Fees for Services Accounting---$21,200
Insurance---$4,011
Fees for Services Other---$2,688
Fees for Services Legal---$1,435
Fees for Service Investment Mgmnt Fees---$1,264
Information Technology---$450
Office Expenses---$152
Total Functional Expenses$0$0$0$1,509,444

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,509,444
Expenses per Audited Statements$1,508,180
Total Expenses per Audited Statements$1,508,180
Expenses Not Reported on Financial Statements$1,264
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The plan has contracted with industrial employers and distributors association (ieda) to be the plan's administrator of the fund. The plan has contracted ieda, inc. (a wholly owned subsidiary of ieda) to perform the administrative services of the plan for the organization.”

Form 990, Part VI, Section B, Line 11B

“Each voting member of the board of trustees and the plan administrator will review the form 990, including required schedules prior to being filed.”

Form 990, Part VI, Section C, Line 19

“The organization makes it governing documents, conflict-of-interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Distributors Association Pensioners
EIN
94-6080959
Phone
5106536765
Address
2200 POWELL STREET NO 1000, EMERYVILLE, CA 94608

Signing Officer

Name
Tony Angelo
Title
Administrator
Phone
5106536765
Signed
2018-04-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tony Angelo
Formed
1961
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Lindquist Llp
Address
5000 EXECUTIVE PARKWAY SUITE 400, SAN RAMON, CA 94583-4346
Preparer
Joseph M Thiermann
Phone
9252779100
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The board of trustees assumes oversight responsibility of the audited financial statements and selection of an independent auditor. This process has not changed.”

Financial Statement Notes

PART X, LINE 2:

“The plan has analyzed the tax positions taken by the plan, and has concluded that, as of may 31, 2017, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The plan is subject to routine audits by the taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan believes it is no longer subject to income tax examinations for the fiscal years prior to 2014.”

Raw XML Appendix363 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt053068
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt06445
IRS990/AccountsReceivableGrp/BOYAmt02192
IRS990/AccountsReceivableGrp/EOYAmt05690
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HOSPITAL, MEDICAL,PRESCRIPTION DRUG,VISION AND DENTAL BENEFITS TO RETIREES AND THEIR BENEFICIARIES.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt01277122
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TONY ANGELO
IRS990/BooksInCareOfDetail/PhoneNum05106536765
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02200 POWELL ST SUITE 1000
IRS990/BooksInCareOfDetail/USAddress/CityNm0EMERYVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094608
IRS990/BusinessRlnWithFamMemInd00
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IRS990/CashNonInterestBearingGrp/BOYAmt0285642
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IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
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IRS990/CompensationProcessOtherInd00
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IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd094608
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IRS990/CreditCounselingInd00
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IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt031797
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IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01266657
IRS990/CYRevenuesLessExpensesAmt0-210990
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01509444
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IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
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IRS990/DeferredRevenueGrp/EOYAmt048085
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0PROVIDED HOSPITAL, MEDICAL, PRESCRIPTION DRUG, VISION AND DENTAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt021200
IRS990/FeesForServicesLegalGrp/TotalAmt01435
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IRS990/FeesForServicesOtherGrp/TotalAmt02688
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt01264
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.30
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.30
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0DIANA DOUGHTIE
IRS990/Form990PartVIISectionAGrp/PersonNm1TOM DILLON
IRS990/Form990PartVIISectionAGrp/PersonNm2GERRIT DIRKMAAT
IRS990/Form990PartVIISectionAGrp/PersonNm3JIM DODSON
IRS990/Form990PartVIISectionAGrp/PersonNm4RICHARD MURPHY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01961
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt021644
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0533676
IRS990/GrossReceiptsAmt01810486
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0450
IRS990/InsuranceGrp/TotalAmt04011
IRS990/InvestmentIncomeGrp/ExclusionAmt010153
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt010153
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0410096
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0371525
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0512032
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HOSPITAL, MEDICAL, PRESCRIPTION DRUG, VISION AND DENTAL BENEFITS TO RETIREES AND THEIR QUALIFIED BENEFICIARIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0687664
IRS990/NetAssetsOrFundBalancesEOYAmt0469823
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt021644
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt021644
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-6851
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt0152
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
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IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTI
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IRS990/RelatedOrganizationCtrlEntInd00
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IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
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IRS990ScheduleD/ExpensesNotReportedAmt00
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IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/InvestmentExpensesNotIncldAmt01264
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-6851
IRS990ScheduleD/RevenueNotReportedAmt0-6851
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt01264
IRS990ScheduleD/RevenueSubtotalAmt01297190
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT, AS OF MAY 31, 2017, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2014.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01509444
IRS990ScheduleD/TotalRevenuePerForm990Amt01298454
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01290339
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01508180
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN HAS CONTRACTED WITH INDUSTRIAL EMPLOYERS AND DISTRIBUTORS ASSOCIATION (IEDA) TO BE THE PLAN'S ADMINISTRATOR OF THE FUND. THE PLAN HAS CONTRACTED IEDA, INC. (A WHOLLY OWNED SUBSIDIARY OF IEDA) TO PERFORM THE ADMINISTRATIVE SERVICES OF THE PLAN FOR THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH VOTING MEMBER OF THE BOARD OF TRUSTEES AND THE PLAN ADMINISTRATOR WILL REVIEW THE FORM 990, INCLUDING REQUIRED SCHEDULES PRIOR TO BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF TRUSTEES ASSUMES OVERSIGHT RESPONSIBILITY OF THE AUDITED FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0DISTRIBUTORS ASSOCIATION WAREHOUSEMENS PENSION TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1INDUSTRIAL EMPLOYERS AND DISTRIBUTORS ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDES PENSION BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PLAN SPONSOR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02200 POWELL STREET SUITE 1000
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt12200 POWELL STREET SUITE 1000
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0EMERYVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1EMERYVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094608
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd194608
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0201122
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0INDUSTRIAL EMPLOYERS AND DISTRIBUTORS ASSOCIATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0P
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0760362
IRS990/TotalAssetsEOYAmt0524353
IRS990/TotalAssetsGrp/BOYAmt0760362
IRS990/TotalAssetsGrp/EOYAmt0524353
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01509444
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt072698
IRS990/TotalLiabilitiesEOYAmt054530
IRS990/TotalLiabilitiesGrp/BOYAmt072698
IRS990/TotalLiabilitiesGrp/EOYAmt054530
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0687664
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0469823
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt01266657
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt031797
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01266657
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01298454
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0760362
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0524353
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02200 POWELL STREET NO 1000
IRS990/USAddress/CityNm0EMERYVILLE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094608
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TONY ANGELO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05106536765
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DISTRIBUTORS ASSOCIATION PENSIONERS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HOSPITAL AND MEDICAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DIST
ReturnHeader/Filer/EIN0946080959
ReturnHeader/Filer/PhoneNum05106536765
ReturnHeader/Filer/USAddress/AddressLine1Txt02200 POWELL STREET NO 1000
ReturnHeader/Filer/USAddress/CityNm0EMERYVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094608
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AF0F784E429982BC93A0FAF5EDF9664BBECC31B5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AF0F784E429982BC93A0FAF5EDF9664BBECC31B5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.7.226.66
ReturnHeader/FilingSecurityInformation/IPDt02018-04-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm015:21:10
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0522385296
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LINDQUIST LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05000 EXECUTIVE PARKWAY SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAMON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0945834346
ReturnHeader/PreparerPersonGrp/PhoneNum09252779100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH M THIERMANN
ReturnHeader/ReturnTs02018-04-11T17:21:22-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$524,353
Liabilities
$54,530
Net assets
$469,823
Revenue
$1,298,454
Expenses
$1,509,444
Net income
-$210,990
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.18$0.12$0.06$0.33$0.45$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.24$0.05$0.19$0.56$0.67$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.31$0.01$0.30$1.29$1.42$0.13
2018Detailed filing. Detailed filing data is available for this year.$0.45$0.02$0.43$1.30$1.34$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.52$0.05$0.47$1.30$1.51$0.21
2016Detailed filing. Detailed filing data is available for this year.$0.76$0.07$0.69$2.77$4.33$1.56
2015Detailed filing. Detailed filing data is available for this year.$2.34$0.05$2.29$2.82$4.86$2.05
2014Detailed filing. Detailed filing data is available for this year.$4.42$0.02$4.40$2.20$5.02$2.82
2013Summary only. Only limited summary data is available for this year.$7.34$0.03$7.31$2.57$5.30$2.73
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.4$0.08$10.3$6.08
2011Summary only. Only limited summary data is available for this year.$12.8$0.07$12.8$3.71$6.22$2.51
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.1$0.04$15.0$6.25