Civic Intelligence

Hod Carriers Union Local 166 Welfare Fund

EIN 94-6107603 • 501(c)9 • Fairfield, CA

View Organization Page

Profile

NONE

220 Campus LaneFairfield, CA 94534

n/A

Siviq Scores

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

Liabilities / Assets

89th percentile

0.59x

Higher debt load relative to assets than 89% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

96th percentile

0.75x

Higher debt load relative to revenue than 96% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2016

Net Margin

80th percentile

38%

Higher net margin than 80% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

501(c)9 • $1M-$5M nonprofits • Source year 2016

Asset Growth

95th percentile

70%

Faster asset growth than 95% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

86th percentile

48%

Faster revenue growth than 86% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$4,012,200

Up $1,657,508 (+70%) from 2015

Liabilities

Up

$2,354,181

Up $444,353 (+23%) from 2015

Net Assets

Up

$1,658,019

Up $1,213,155 (+273%) from 2015

Operations
Liabilities / Revenue96th percentileNet Margin80th percentile

Revenue

Up

$3,148,835

Up $1,016,894 (+48%) from 2015

Expenses

Down

$1,952,256

Down $534,964 (-22%) from 2015

Net Income

Up

$1,196,579

Up $1,551,858 (+437%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth95th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,317,813Liabilities 2011: $513,523Net Assets 2011: $804,2902011Assets 2012: $1,502,298Liabilities 2012: $704,180Net Assets 2012: $798,1182012Assets 2013: $2,585,919Liabilities 2013: $1,574,023Net Assets 2013: $1,011,8962013Assets 2014: $2,442,207Liabilities 2014: $1,618,655Net Assets 2014: $823,5522014Assets 2015: $2,354,692Liabilities 2015: $1,909,828Net Assets 2015: $444,8642015Assets 2016: $4,012,200Liabilities 2016: $2,354,181Net Assets 2016: $1,658,0192016

Highlighted filing

2016

Assets$4,012,200
Liabilities$2,354,181
Net Assets$1,658,019
Open 2016 Filing

Operations Trend

Revenue Growth86th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $489,650Expenses 2011: $746,881Net Income 2011: -$257,2312011Revenue 2012: $851,456Expenses 2012: $868,896Net Income 2012: -$17,4402012Expenses 2013: $1,979,3162013Revenue 2014: $1,989,308Expenses 2014: $2,197,382Net Income 2014: -$208,0742014Revenue 2015: $2,131,941Expenses 2015: $2,487,220Net Income 2015: -$355,2792015Revenue 2016: $3,148,835Expenses 2016: $1,952,256Net Income 2016: $1,196,5792016

Highlighted filing

2016

Revenue$3,148,835
Expenses$1,952,256
Net Income$1,196,579
Open 2016 Filing

Filings

Most recent year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,012,200
Liabilities
$2,354,181
Net assets
$1,658,019
Revenue
$3,148,835
Expenses
$1,952,256
Net income
$1,196,579
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$4.01$2.35$1.66$3.15$1.95$1.20
2015Detailed filing. Detailed filing data is available for this year.$2.35$1.91$0.44$2.13$2.49$0.36
2014Detailed filing. Detailed filing data is available for this year.$2.44$1.62$0.82$1.99$2.20$0.21
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.59$1.57$1.01$1.98
2012Summary only. Only limited summary data is available for this year.$1.50$0.70$0.80$0.85$0.87$0.02
2011Summary only. Only limited summary data is available for this year.$1.32$0.51$0.80$0.49$0.75$0.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 15, 2017
Return Version
2015v3.0
Gross Receipts
$3,148,835
Mission and Program Overview

Mission

NONE

To provide health care benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$633,342$2,050,489▲ $1,417,147
Rtn Earn Endowment Incm Other Fnds$444,864$1,658,019▲ $1,213,155
Investments in Publicly Traded Securities$1,463,999$1,520,737▲ $56,738
Accounts Receivable$168,259$368,493▲ $200,234
Savings and Temporary Cash Investments$54,082$37,471▼ $16,611
Prepaid Expenses and Deferred Charges$35,010$35,010→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,354,692$4,012,200▲ $1,657,508
Liabilities
Other Liabilities$1,897,186$2,354,181▲ $456,995
Accounts Payable and Accrued Expenses$12,642$0▼ $12,642
Total Liabilities$1,909,828$2,354,181▲ $444,353
Net Assets / Fund Balance
Total Net Assets Fund Balance$444,864$1,658,019▲ $1,213,155
Total Liabilities and Net Assets / Fund Balance$2,354,692$4,012,200▲ $1,657,508
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Art MattieTrustee
Bob MazzaTrustee
Chris BalogTrustee
David SousaTrustee
Don MinorTrustee
Frank NunesTrustee
Gustavo HurtadoTrustee
Humberto MunozTrustee
Jeremiah RobinsonTrustee
ROBERT O'NEILTrustee
Robert BrownTrustee
Robert FilippiTrustee
Samuel RobinsonTrustee
Shawna AlvaradoTrustee
Torrance ForemanTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,108,513
Investment Income
$40,253
Other Revenue
$69
Change in Net Assets
$1,196,579

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,148,835
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$16,576
Total Revenue per Audited Statements
$3,165,411
Total Revenue per Form 990
$3,148,835
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$156,184
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---$1,796,072
Fees for Services Management---$48,160
Fees for Services Accounting---$35,631
Fees for Services Legal---$23,463
Fees for Services Other---$18,500
Conferences and Meetings---$10,758
Insurance---$4,439
Office Expenses---$3,187
Fees for Service Investment Mgmnt Fees---$2,933
Other Expenses---$10
Total Functional Expenses$0$0$0$1,952,256

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,952,256
Total Expenses per Audited Statements$1,952,256
Total Expenses per Form 990$1,952,256
Expenses Not Reported on Financial Statements$0
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
Due to Other Trusts$1,339,968
Future Benefit Obligation$800,000
Group Insurance Premiums Payable$197,518
Reciprocity Payable$16,695
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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 organization delegates control over management duties customarily performed by or under the direct supervision of offices, directors, trustees or key employees to the contract administrator.”

Form 990, Part VI, Section B, Line 11

“The trustees designate the administrator to review the form”

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

“The conflict of interest policy is monitored and enforced at the board of trustee meetings.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Hod Carriers Union Local 166
EIN
94-6107603
Phone
7078642800
Address
220 CAMPUS LANE, FAIRFIELD, CA 94534

Signing Officer

Name
Trustee Trustee
Title
Trustee
Phone
7078642800
Signed
2017-08-15
Discuss with paid preparer
Yes

Organization Details

Formed
1964
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
0

Preparer

Firm
Hemming Morse Cpas and Consultants
Address
155 BOVET ROAD SUITE 600, SAN MATEO, CA 94402
Phone
4158364000
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 2C

“The board of dierctors assumes responsibility for overseeing the audit of the organizations financial statements adn for selecting the independant auditor.”

Form 990, Item B

“The form 990 has been amended due to changes in the financial statement numbers.”

Financial Statement Notes

PART X, LINE 2:

“The trust has adopted guidance on accounting for uncertainty in income taxes issued by the financial accounting standards board. The plan management believes that the trust has not taken uncertain tax positions that require adjustment to the financial statements as a tax liability. The trust management believes it is no longer subject to income tax examinations for fiscal years prior to june 30, 2013.”

Raw XML AppendixShowing 400 of 417 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/BOYAmt012642
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/AccountsReceivableGrp/BOYAmt0168259
IRS990/AccountsReceivableGrp/EOYAmt0368493
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH CARE BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990/AddressChangeInd0X
IRS990/AmendedReturnInd0X
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt01796072
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BYRON LONEY
IRS990/BooksInCareOfDetail/PhoneNum07078642800
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0220 CAMPUS LANE
IRS990/BooksInCareOfDetail/USAddress/CityNm0FAIRFIELD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094534
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0633342
IRS990/CashNonInterestBearingGrp/EOYAmt02050489
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt010758
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt01796072
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt040253
IRS990/CYOtherExpensesAmt0156184
IRS990/CYOtherRevenueAmt069
IRS990/CYProgramServiceRevenueAmt03108513
IRS990/CYRevenuesLessExpensesAmt01196579
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01952256
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03148835
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0TO PROVIDE HEALTH AND WELFARE BENEFITS FOR ELIGIBLE PARTICIPANTS COVERED BY THE COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE UNION AND EMPLOYERS OR EMPLOYER ASSOCIATIONS SIGNATORY TO THE AGREEMENTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt035631
IRS990/FeesForServicesLegalGrp/TotalAmt023463
IRS990/FeesForServicesManagementGrp/TotalAmt048160
IRS990/FeesForServicesOtherGrp/TotalAmt018500
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt02933
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt75.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt85.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt95.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt105.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt115.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt125.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt135.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt145.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/PersonNm0BOB MAZZA
IRS990/Form990PartVIISectionAGrp/PersonNm1FRANK NUNES
IRS990/Form990PartVIISectionAGrp/PersonNm2ROBERT BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm3CHRIS BALOG
IRS990/Form990PartVIISectionAGrp/PersonNm4SHAWNA ALVARADO
IRS990/Form990PartVIISectionAGrp/PersonNm5ROBERT FILIPPI
IRS990/Form990PartVIISectionAGrp/PersonNm6DON MINOR
IRS990/Form990PartVIISectionAGrp/PersonNm7DAVID SOUSA
IRS990/Form990PartVIISectionAGrp/PersonNm8ART MATTIE
IRS990/Form990PartVIISectionAGrp/PersonNm9SAMUEL ROBINSON
IRS990/Form990PartVIISectionAGrp/PersonNm10TORRANCE FOREMAN
IRS990/Form990PartVIISectionAGrp/PersonNm11HUMBERTO MUNOZ
IRS990/Form990PartVIISectionAGrp/PersonNm12GUSTAVO HURTADO
IRS990/Form990PartVIISectionAGrp/PersonNm13ROBERT O'NEIL
IRS990/Form990PartVIISectionAGrp/PersonNm14JEREMIAH ROBINSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01964
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03148835
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt04439
IRS990/InvestmentIncomeGrp/ExclusionAmt040253
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt040253
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01463999
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01520737
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0NONE
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0444864
IRS990/NetAssetsOrFundBalancesEOYAmt01658019
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt016576
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt03187
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BANK FEES
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt09103
IRS990/OtherExpensesGrp/TotalAmt110
IRS990/OtherLiabilitiesGrp/BOYAmt01897186
IRS990/OtherLiabilitiesGrp/EOYAmt02354181
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt069
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt069
IRS990/OtherRevenueTotalAmt069
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt035010
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt035010
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1SELF-PAYMENT CONTRIBUT
IRS990/ProgramServiceRevenueGrp/Desc2LIQUIDATED DAMAGES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03027855
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt177295
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt23363
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03027855
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt177295
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt23363
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt02275253
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt038480
IRS990/PYOtherExpensesAmt0211967
IRS990/PYOtherRevenueAmt01114
IRS990/PYProgramServiceRevenueAmt02092347
IRS990/PYRevenuesLessExpensesAmt0-355279
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02487220
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02131941
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01196579
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0444864
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01658019
IRS990/SavingsAndTempCashInvstGrp/BOYAmt054082
IRS990/SavingsAndTempCashInvstGrp/EOYAmt037471
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01952256
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt016576
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0197518
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1800000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt216695
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt31339968
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0GROUP INSURANCE PREMIUMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1FUTURE BENEFIT OBLIGATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2RECIPROCITY PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3DUE TO OTHER TRUSTS
IRS990ScheduleD/RevenueNotReportedAmt016576
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03148835
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST HAS ADOPTED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD. THE PLAN MANAGEMENT BELIEVES THAT THE TRUST HAS NOT TAKEN UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS AS A TAX LIABILITY. THE TRUST MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR FISCAL YEARS PRIOR TO JUNE 30, 2013.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01952256
IRS990ScheduleD/TotalLiabilityAmt02354181
IRS990ScheduleD/TotalRevenuePerForm990Amt03148835
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03165411
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01952256
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DELEGATES CONTROL OVER MANAGEMENT DUTIES CUSTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISION OF OFFICES, DIRECTORS, TRUSTEES OR KEY EMPLOYEES TO THE CONTRACT ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEES DESIGNATE THE ADMINISTRATOR TO REVIEW THE FORM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CONFLICT OF INTEREST POLICY IS MONITORED AND ENFORCED AT THE BOARD OF TRUSTEE MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF DIERCTORS ASSUMES RESPONSIBILITY FOR OVERSEEING THE AUDIT OF THE ORGANIZATIONS FINANCIAL STATEMENTS ADN FOR SELECTING THE INDEPENDANT AUDITOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE FORM 990 HAS BEEN AMENDED DUE TO CHANGES IN THE FINANCIAL STATEMENT NUMBERS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 2C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, ITEM B
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0VARIOUS - SEE THE SUPPLEMENTAL SCHEDULE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0VARIOUS - SEE THE SUPPLEMENTAL SCHEDULE
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS: THE FILING ENTITY IS A 501(C)(9) VEBA WHO MUST LIST CONTRIBUTING EMPLOYERS ON SCHEDULE R. THE ADMINISTRATIVE OFFICE MAINTAINS A LIST OF CONTRIBUTIONS EMPLOYERS, HOWEVER, THAT LIST DOES NOT INCLUDE FEDERAL TAX CLASSIFICATION. THEREFORE, THE LIST OF CONTRIBUTING EMPLOYERS IS REPORTED ON PART VII, SUPPLEMENTAL INFORMATION. ANNING JOHNSON COMPANY BERGER BROS INC BOYETT CONSTRUCTION INC BRADY COMPANY/CENTRAL CAL BRATTON MASONRY CALIFORNIA DRYWALL CO CELL-CRETE CORP CUSTOM SPRAY SYSTEMS INC F-3 FIREPROOFING INC FISHER LATH & PLASTER INC FISHER LATH & PLASTER INC FREAS PLASTERING CO INC HENLEY & CO HUNT MASONRY INC KHS & S CONTRACTORS INC NCD DBA CONE ENGINEERING NORTHSTAR CONTRACTING GP PERFORMANCE CONTRACTING RAYMOND - NORTHERN CALIF ROLLING PLAINS CONSTR INC SPENCER MASONRY TOWNSEND & SCHMIDT MASONR WESTERN WATERPROOFING CO AMATO GENE MASONRY AMERICAN NATIONAL ANDERSON MASONRY INC BEAR SCAFFOLD & SERVICES BOEGER ROBERT PLASTERING BRUNK INDUSTRIES, INC CAL-TEX MASONRY INC CARNEYS PLASTERING CLAYTON COATINGS, INC COLUMBIA STONE INC CORNERSTONE MASONRY INC CREATIVE MASONRY CROWN MASONRY DALEY'S DRYWALL DORFMEIER MASONRY INC E & S MASONRY CORPORATION ELITE PLASTERING INC FITZGIBBON MASONRY FREY PLASTERING INC HARRISON DRYWALL IRONWOOD COMMERCIAL BUILD J & J ACOUSTICS INC JACKSON JOHN MASONRY JAMES ISLAND PLASTERING MAZZA R MASONRY INC O'DONNELL PLASTERING OLEA PLASTERING PACIFIC BAY MASONRY INC PACIFIC WEST LATH & PLAST PATANIA MASONRY PEDROLI JOE J & SON INC PENGILLY MASONRY INC PRECISION MASONRY RUANE PATRICK J INC SERVICE PLASTERING II WEST RICK PLASTERING
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART IV, LINE 34
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02354692
IRS990/TotalAssetsEOYAmt04012200
IRS990/TotalAssetsGrp/BOYAmt02354692
IRS990/TotalAssetsGrp/EOYAmt04012200
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01952256
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01909828
IRS990/TotalLiabilitiesEOYAmt02354181
IRS990/TotalLiabilitiesGrp/BOYAmt01909828
IRS990/TotalLiabilitiesGrp/EOYAmt02354181
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0444864
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01658019
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt03108513
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt040253
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03108582
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03148835
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02354692
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04012200
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0220 CAMPUS LANE
IRS990/USAddress/CityNm0FAIRFIELD
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094534
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TRUSTEE TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07078642800
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOD CARRIERS UNION LOCAL 166
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0HODC
ReturnHeader/Filer/EIN0946107603

Document Assets

No mirrored PDF or thumbnail assets are attached yet.