Civic Intelligence

Shop Ironworkers Local 790 Welfare Plan

EIN 94-6104154 • 501(c)9 • Pasadena, CA

View Organization Page

Profile

SEE PART III, LINE 4A

131 N El Molino Avenue 330Pasadena, CA 91101

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

21st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $25M-$50M nonprofits • Source year 2025

Net Margin

79th percentile

22%

Higher net margin than 79% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2025

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.

501(c)9 • $25M-$50M nonprofits • Source year 2025

Asset Growth

5th percentile

-100%

Faster asset growth than 5% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

5th percentile

-35%

Faster revenue growth than 5% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $8,152,654 (-100%) from 2024

Liabilities

Down

$0

Down $2,763,974 (-100%) from 2024

Net Assets

Down

$0

Down $5,388,680 (-100%) from 2024

Operations
Liabilities / Revenue21st percentileNet Margin79th percentile

Revenue

Down

$5,613,772

Down $2,989,535 (-35%) from 2024

Expenses

Down

$4,388,011

Down $4,568,259 (-51%) from 2024

Net Income

Up

$1,225,761

Up $1,578,724 (+447%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth5th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2011: $10,911,493Liabilities 2011: $2,435,737Net Assets 2011: $8,475,7562011Assets 2012: $12,716,940Liabilities 2012: $2,340,205Net Assets 2012: $10,376,7352012Assets 2013: $12,244,092Liabilities 2013: $1,875,758Net Assets 2013: $10,368,3342013Assets 2014: $13,224,567Liabilities 2014: $2,588,079Net Assets 2014: $10,636,4882014Assets 2015: $13,562,001Liabilities 2015: $2,698,863Net Assets 2015: $10,863,1382015Assets 2016: $12,399,354Liabilities 2016: $3,314,925Net Assets 2016: $9,084,4292016Assets 2017: $11,464,148Liabilities 2017: $3,307,848Net Assets 2017: $8,156,3002017Assets 2018: $11,547,326Liabilities 2018: $2,970,482Net Assets 2018: $8,576,8442018Assets 2019: $11,505,505Liabilities 2019: $3,332,562Net Assets 2019: $8,172,9432019Assets 2020: $10,989,970Liabilities 2020: $3,895,702Net Assets 2020: $7,094,2682020Assets 2021: $9,707,791Liabilities 2021: $3,710,415Net Assets 2021: $5,997,3762021Assets 2022: $9,073,075Liabilities 2022: $3,492,987Net Assets 2022: $5,580,0882022Assets 2023: $8,829,355Liabilities 2023: $3,168,809Net Assets 2023: $5,660,5462023Assets 2024: $8,152,654Liabilities 2024: $2,763,974Net Assets 2024: $5,388,6802024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2025

Assets$0
Liabilities$0
Net Assets$0
Open 2025 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2011: $5,532,5082011Expenses 2012: $7,066,9122012Revenue 2013: $8,405,919Expenses 2013: $8,005,468Net Income 2013: $400,4512013Revenue 2014: $9,524,729Expenses 2014: $9,493,911Net Income 2014: $30,8182014Revenue 2015: $12,020,476Expenses 2015: $11,611,725Net Income 2015: $408,7512015Revenue 2016: $12,437,654Expenses 2016: $13,012,595Net Income 2016: -$574,9412016Revenue 2017: $12,249,406Expenses 2017: $13,327,085Net Income 2017: -$1,077,6792017Revenue 2018: $14,808,684Expenses 2018: $14,152,347Net Income 2018: $656,3372018Revenue 2019: $12,748,093Expenses 2019: $13,336,093Net Income 2019: -$588,0002019Revenue 2020: $11,479,052Expenses 2020: $12,527,697Net Income 2020: -$1,048,6452020Revenue 2021: $10,386,932Expenses 2021: $11,352,507Net Income 2021: -$965,5752021Revenue 2022: $9,936,291Expenses 2022: $9,723,573Net Income 2022: $212,7182022Revenue 2023: $10,427,170Expenses 2023: $10,305,365Net Income 2023: $121,8052023Revenue 2024: $8,603,307Expenses 2024: $8,956,270Net Income 2024: -$352,9632024Revenue 2025: $5,613,772Expenses 2025: $4,388,011Net Income 2025: $1,225,7612025

Highlighted filing

2025

Revenue$5,613,772
Expenses$4,388,011
Net Income$1,225,761
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$5,613,772
Expenses
$4,388,011
Net income
$1,225,761
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$5.61$4.39$1.23
2024Detailed filing. Detailed filing data is available for this year.$8.15$2.76$5.39$8.60$8.96$0.35
2023Detailed filing. Detailed filing data is available for this year.$8.83$3.17$5.66$10.4$10.3$0.12
2022Detailed filing. Detailed filing data is available for this year.$9.07$3.49$5.58$9.94$9.72$0.21
2021Detailed filing. Detailed filing data is available for this year.$9.71$3.71$6.00$10.4$11.4$0.97
2020Detailed filing. Detailed filing data is available for this year.$11.0$3.90$7.09$11.5$12.5$1.05
2019Detailed filing. Detailed filing data is available for this year.$11.5$3.33$8.17$12.7$13.3$0.59
2018Detailed filing. Detailed filing data is available for this year.$11.5$2.97$8.58$14.8$14.2$0.66
2017Detailed filing. Detailed filing data is available for this year.$11.5$3.31$8.16$12.2$13.3$1.08
2016Detailed filing. Detailed filing data is available for this year.$12.4$3.31$9.08$12.4$13.0$0.57
2015Detailed filing. Detailed filing data is available for this year.$13.6$2.70$10.9$12.0$11.6$0.41
2014Detailed filing. Detailed filing data is available for this year.$13.2$2.59$10.6$9.52$9.49$0.03
2013Summary only. Only limited summary data is available for this year.$12.2$1.88$10.4$8.41$8.01$0.40
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.7$2.34$10.4$7.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.9$2.44$8.48$5.53
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Apr 30, 2025
Signed
Oct 18, 2025
Return Version
2024v5.2
Gross Receipts
$26,040,544
Mission and Program Overview

Mission

SEE PART III, LINE 4A

To provide benefits to participants and their beneficiaries

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$5,388,680--
Investments in Publicly Traded Securities$4,541,936$0▼ $4,541,936
Accounts Receivable$348,077$0▼ $348,077
Cash and Non-Interest-Bearing Accounts$3,274$0▼ $3,274
Prepaid Expenses and Deferred Charges$2,938$0▼ $2,938
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$8,152,654$0▼ $8,152,654
Other Assets Total$3,256,429$0▼ $3,256,429
Liabilities
Other Liabilities$2,300,000--
Deferred Revenue$271,288--
Accounts Payable and Accrued Expenses$192,686--
Total Liabilities$2,763,974$0▼ $2,763,974
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,388,680$0▼ $5,388,680
Total Liabilities and Net Assets / Fund Balance$8,152,654$0▼ $8,152,654
Compensation and Service Providers
Top Officer Pay44th percentile

Board Members and Trustees

NameTitle
Dave OsborneTrustee
Erik SchmidliTrustee
Greg McclellandTrustee
Jonathan ParamoTrustee
Kevin RomakTrustee
Michael NewingtonTrustee
Richard BarbourTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Iron Workers Employee Benefit CorporationPlan Administration131 N EL MOLINO AVE SUITE 330, Pasdena, CA 91101$105,277
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,664,915
Investment Income
$-51,143
Other Revenue
$0
Change in Net Assets
$1,225,761

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,613,772
Revenue Not Reported on Form 990
$320,713
Total Revenue per Audited Statements
$5,934,485
Total Revenue per Form 990
$5,613,772
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$298,362
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$4,089,649--$4,089,649
Fees for Services Legal-$37,458-$37,458
Insurance$31,251--$31,251
Fees for Services Accounting-$16,000-$16,000
All Other Expenses$9,187--$9,187
Other Expenses$6,105--$6,105
Fees for Service Investment Mgmnt Fees$5,736--$5,736
Total Functional Expenses$4,334,553$53,458$0$4,388,011

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,688,011
Expenses per Audited Statements$4,388,011
Total Expenses per Form 990$4,388,011
Expenses Not Reported on Form 990$2,300,000
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
No
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
No
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

“Form 990 is reviewed by john stonehouse, executive director, after approval of the audited financial statements by the board of trustees.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Iron Workers Regional Shop Local 855
EIN
94-6104154
Phone
6267927337
Address
131 N EL MOLINO AVENUE 330, PASADENA, CA 91101

Signing Officer

Name
Dave Osborne
Title
Trustee
Signed
2025-10-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dave Osborne
Formed
1961
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
15

Preparer

Firm
Mcmenomy & Associates Cpas Llp
Address
876 N MOUNTAIN AVE STE 105, UPLAND, CA 91786
Preparer
Vincent P Rogers
Phone
9092942350
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Plan merger to ironworkers regional health and welfare = -$6935154”

Form 990, Part XII, Line 2C

“The board of trustees assumes responsibility for overseeing the audit of the organizations financial statements and for selecting the independent auditor.”

Financial Statement Notes

Part X : FIN48 Footnote

“The health and welfare trust is exempt from income taxes under section 501 (c)(9) of the internal revenue code and under section 23701 (a) of the revenue and taxation code of the state of california. Accounting principles generally accepted in the united states of america require the trust to evaluate tax positions taken by the trust and recognize a tax liability (or asset) if the trust has taken an uncertain position that more likely than not be sustained upon examination by the internal revenue service and the franchise tax board. The trust is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax period in progress.”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Plan benefit obligations june 30 2024 $2300000”

Raw XML AppendixShowing 400 of 618 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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IRS990/CYBenefitsPaidToMembersAmt04089649
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IRS990/CYInvestmentIncomeAmt0-51143
IRS990/CYOtherExpensesAmt0298362
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IRS990/Desc0TO PROVIDE HOSPITAL, MEDICAL, DENTAL, VISION, PRESRIPTION DRUGS, LIFE AND ACCIDENTAL DEATH AND DISMEMBERSHIP BENEFITS FOR APPROXIMATELY 477 PARTICPANTS AND THEIR DEPENDENTS.
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IRS990/FinalReturnInd0X
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE HEALTH AND WELFARE TRUST IS EXEMPT FROM INCOME TAXES UNDER SECTION 501 (C)(9) OF THE INTERNAL REVENUE CODE AND UNDER SECTION 23701 (A) OF THE REVENUE AND TAXATION CODE OF THE STATE OF CALIFORNIA. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE TRUST TO EVALUATE TAX POSITIONS TAKEN BY THE TRUST AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE TRUST HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE FRANCHISE TAX BOARD. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIOD IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1PLAN BENEFIT OBLIGATIONS JUNE 30 2024 $2300000
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 2d: Other expenses and losses per audited F/S
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0362234288
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(C)(9)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0625 ENTERPRISE DRIVE
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY JOHN STONEHOUSE, EXECUTIVE DIRECTOR, AFTER APPROVAL OF THE AUDITED FINANCIAL STATEMENTS BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PLAN MERGER TO IRONWORKERS REGIONAL HEALTH AND WELFARE = -$6935154
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSEEING THE AUDIT OF THE ORGANIZATIONS FINANCIAL STATEMENTS AND FOR SELECTING THE INDEPENDENT AUDITOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part XI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XII, Line 2c
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