Civic Intelligence

Electrical Workers Health & Welfare Trust Fund for Contra Costa County

990 • Fiscal year 2023 • EIN 94-6085741

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 12, 2024

Organization ProfileN/A

View Organization Page

1330 Arnold Drive Suite 250Martinez, CA 94553

(925) 372-3222

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.31x

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

2023 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

85th percentile

0.29x

Higher debt load relative to revenue than 85% of similar nonprofits.

2023 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2023

Net Margin

64th percentile

9.9%

Higher net margin than 64% of similar nonprofits.

2023 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2023 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2023

Asset Growth

89th percentile

26%

Faster asset growth than 89% of similar nonprofits.

2023 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

86th percentile

26%

Faster revenue growth than 86% of similar nonprofits.

2023 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$25,166,689

Up $5,193,848 (+26%) from 2022

Net Assets

Up

$17,346,570

Up $4,363,464 (+34%) from 2022

Liabilities

Up

$7,820,119

Up $830,384 (+12%) from 2022

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin64th percentile

Revenue

Up

$26,536,406

Up $5,402,811 (+26%) from 2022

Expenses

Up

$23,922,140

Up $2,911,951 (+14%) from 2022

Net Income

Up

$2,614,266

Up $2,490,860 (+2018%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$30M$20M$10M$0Assets 2010: $18,718,170Liabilities 2010: $8,611Net Assets 2010: $18,709,5592010Assets 2011: $15,799,911Liabilities 2011: $162,971Net Assets 2011: $15,636,9402011Assets 2012: $17,712,072Liabilities 2012: $222,900Net Assets 2012: $17,489,1722012Assets 2013: $18,494,535Liabilities 2013: $5,002,108Net Assets 2013: $13,492,4272013Assets 2014: $19,509,666Liabilities 2014: $5,490,910Net Assets 2014: $14,018,7562014Assets 2015: $19,449,727Liabilities 2015: $5,659,447Net Assets 2015: $13,790,2802015Assets 2016: $20,417,899Liabilities 2016: $6,174,961Net Assets 2016: $14,242,9382016Assets 2017: $22,440,657Liabilities 2017: $6,618,086Net Assets 2017: $15,822,5712017Assets 2018: $24,926,335Liabilities 2018: $9,108,546Net Assets 2018: $15,817,7892018Assets 2019: $25,514,647Liabilities 2019: $7,572,331Net Assets 2019: $17,942,3162019Assets 2020: $22,875,729Liabilities 2020: $7,175,479Net Assets 2020: $15,700,2502020Assets 2021: $22,040,595Liabilities 2021: $7,026,526Net Assets 2021: $15,014,0692021Assets 2022: $19,972,841Liabilities 2022: $6,989,735Net Assets 2022: $12,983,1062022Assets 2023: $25,166,689Liabilities 2023: $7,820,119Net Assets 2023: $17,346,5702023Assets 2025: $26,536,202Liabilities 2025: $12,174,031Net Assets 2025: $14,362,1712025

Highlighted filing

2023

Assets$25,166,689
Liabilities$7,820,119
Net Assets$17,346,570
Open 2023 Filing

Operations Trend

Revenue Growth86th percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $18,085,6632010Revenue 2011: $15,553,998Expenses 2011: $18,518,642Net Income 2011: -$2,964,6442011Expenses 2012: $16,007,7352012Revenue 2013: $18,246,610Expenses 2013: $18,171,691Net Income 2013: $74,9192013Revenue 2014: $19,351,940Expenses 2014: $17,306,907Net Income 2014: $2,045,0332014Revenue 2015: $17,118,221Expenses 2015: $17,115,296Net Income 2015: $2,9252015Revenue 2016: $17,686,539Expenses 2016: $18,199,601Net Income 2016: -$513,0622016Revenue 2017: $19,778,671Expenses 2017: $19,578,334Net Income 2017: $200,3372017Revenue 2018: $22,570,836Expenses 2018: $22,091,334Net Income 2018: $479,5022018Revenue 2019: $21,695,518Expenses 2019: $22,117,168Net Income 2019: -$421,6502019Revenue 2020: $18,182,473Expenses 2020: $22,123,128Net Income 2020: -$3,940,6552020Revenue 2021: $19,415,425Expenses 2021: $22,134,387Net Income 2021: -$2,718,9622021Revenue 2022: $21,133,595Expenses 2022: $21,010,189Net Income 2022: $123,4062022Revenue 2023: $26,536,406Expenses 2023: $23,922,140Net Income 2023: $2,614,2662023Revenue 2025: $25,217,156Expenses 2025: $29,592,860Net Income 2025: -$4,375,7042025

Highlighted filing

2023

Revenue$26,536,406
Expenses$23,922,140
Net Income$2,614,266
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 12, 2024
Return Version
2023v5.1
Gross Receipts
$26,536,406
Mission and Program Overview

Mission

Providing health insurance for electricians working in contra costa county, california.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$9,895,401$11,186,843▲ $1,291,442
Cash and Non-Interest-Bearing Accounts$3,302,396$7,508,266▲ $4,205,870
Investments in Publicly Traded Securities$3,178,931$3,696,331▲ $517,400
Accounts Receivable$3,592,922$2,772,884▼ $820,038
Prepaid Expenses and Deferred Charges$3,191$2,365▼ $826
Total Assets$19,972,841$25,166,689▲ $5,193,848
Liabilities
Other Liabilities$6,667,458$7,478,455▲ $810,997
Accounts Payable and Accrued Expenses$322,277$341,664▲ $19,387
Total Liabilities$6,989,735$7,820,119▲ $830,384
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$12,983,106$17,346,570▲ $4,363,464
Total Net Assets Fund Balance$12,983,106$17,346,570▲ $4,363,464
Total Liabilities and Net Assets / Fund Balance$19,972,841$25,166,689▲ $5,193,848

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$6,676,488--
Compensation and Service Providers
Top Officer Pay44th percentile

Board Members and Trustees

NameTitle
Thomas HansenChairman
Jim FoleyTrustee
Joe Buhowsky IiiTrustee
Michael GellerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$26,215,940
Investment Income
$61,484
Other Revenue
$258,982
Change in Net Assets
$2,614,266

Audited Revenue Reconciliation

Revenue per Audited Statements
$26,536,406
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,746,656
Total Revenue per Audited Statements
$28,283,062
Total Revenue per Form 990
$26,536,406
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$23,922,140
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
Other Expenses---$606,006
Office Expenses---$555,247
Fees for Services Management---$454,265
Fees for Services Legal---$35,924
Fees for Services Accounting---$29,000
Conferences and Meetings---$7,142
Insurance---$4,881
Fees for Service Investment Mgmnt Fees---$2,540
Total Functional Expenses$0$0$0$23,922,140

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$23,922,140
Total Expenses per Form 990$23,922,140
Total Expenses per Audited Statements$23,108,603
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$-813,537
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
Hours Reserve$7,184,455
Incurred But Not Reported$294,000
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 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
Yes
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 2

“Line 2 explanation - the board is comprised of managers and employees of organizations that contribute to the trust.”

Form 990, Part VI, Section A, Line 3

“Line 3 explanation - benefit office provides data entry, recordkeeping, customer service, and check processing services for the trust.”

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

“Line 11a explanation - a draft of form 990 is provided to the board of trustees for review prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Board members are required to disclose conflicts.”

Form 990, Part VI, Section B, Line 15B

“Contract rates are reviewed and approved by the board of trustees.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST.”

Form 990 Page 7 - Part VII

“The financial statements are reviewed and approved by the board of trustees”

Filing and Contact Details

Filer

Filer Name
Electrical Workers Health & Welfare
EIN
94-6085741
Phone
9253723222
Address
1330 ARNOLD DRIVE SUITE 250, MARTINEZ, CA 94553

Signing Officer

Name
Joseph Reed
Title
Secretary
Phone
9253723222
Signed
2024-11-12
Discuss with paid preparer
Yes

Organization Details

Formed
1954
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Lantan and Associates an Accountany Cor
Address
700 YGNACIO VALLEY ROAD STE 330, WALNUT CREEK, CA 94596
Preparer
Rafael E Lantan
Phone
9253347144
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“There are no uncertain tax positions at december 31, 2021.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Management fees recorded as contra to income misc.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Management fees recorded as contra to income increasee in ibnr and hours reserve”

Raw XML Appendix329 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/TitleTxt2TRUSTEE
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO UNCERTAIN TAX POSITIONS AT DECEMBER 31, 2021.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1MANAGEMENT FEES RECORDED AS CONTRA TO INCOME MISC.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2MANAGEMENT FEES RECORDED AS CONTRA TO INCOME INCREASEE IN IBNR AND HOURS RESERVE
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 2 EXPLANATION - THE BOARD IS COMPRISED OF MANAGERS AND EMPLOYEES OF ORGANIZATIONS THAT CONTRIBUTE TO THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LINE 3 EXPLANATION - BENEFIT OFFICE PROVIDES DATA ENTRY, RECORDKEEPING, CUSTOMER SERVICE, AND CHECK PROCESSING SERVICES FOR THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LINE 11A EXPLANATION - A DRAFT OF FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD MEMBERS ARE REQUIRED TO DISCLOSE CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONTRACT RATES ARE REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE FINANCIAL STATEMENTS ARE REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990 PAGE 7 - PART VII
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ReturnHeader/ReturnTs02024-11-12T17:24:44-06:00
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ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,166,689
Liabilities
$7,820,119
Net assets
$17,346,570
Revenue
$26,536,406
Expenses
$23,922,140
Net income
$2,614,266
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$26.5$12.2$14.4$25.2$29.6$4.38
2023Detailed filing. Detailed filing data is available for this year.$25.2$7.82$17.3$26.5$23.9$2.61
2022Detailed filing. Detailed filing data is available for this year.$20.0$6.99$13.0$21.1$21.0$0.12
2021Detailed filing. Detailed filing data is available for this year.$22.0$7.03$15.0$19.4$22.1$2.72
2020Detailed filing. Detailed filing data is available for this year.$22.9$7.18$15.7$18.2$22.1$3.94
2019Detailed filing. Detailed filing data is available for this year.$25.5$7.57$17.9$21.7$22.1$0.42
2018Detailed filing. Detailed filing data is available for this year.$24.9$9.11$15.8$22.6$22.1$0.48
2017Detailed filing. Detailed filing data is available for this year.$22.4$6.62$15.8$19.8$19.6$0.20
2016Detailed filing. Detailed filing data is available for this year.$20.4$6.17$14.2$17.7$18.2$0.51
2015Detailed filing. Detailed filing data is available for this year.$19.4$5.66$13.8$17.1$17.1$0.00
2014Detailed filing. Detailed filing data is available for this year.$19.5$5.49$14.0$19.4$17.3$2.05
2013Detailed filing. Detailed filing data is available for this year.$18.5$5.00$13.5$18.2$18.2$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.7$0.22$17.5$16.0
2011Summary only. Only limited summary data is available for this year.$15.8$0.16$15.6$15.6$18.5$2.96
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.7$0.01$18.7$18.1