Civic Intelligence

Iatse Local 16 Welfare Trust Fund

990 • Fiscal year 2016 • EIN 94-6138741

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 13, 2017

Organization ProfileWWW.LOCAL16.ORG

View Organization Page

240 2nd StreetSan Francisco, CA 94105

(415) 441-6400

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

24th percentile

0.00x

Higher debt load relative to revenue than 24% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Net Margin

84th percentile

24%

Higher net margin than 84% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

87th percentile

$214,287

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Asset Growth

96th percentile

45%

Faster asset growth than 96% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

84th percentile

20%

Faster revenue growth than 84% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$12,614,483

Up $3,909,692 (+45%) from 2015

Net Assets

Up

$12,573,147

Up $4,157,890 (+49%) from 2015

Liabilities

Down

$41,336

Down $248,198 (-86%) from 2015

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin84th percentile

Revenue

Up

$17,088,059

Up $2,884,676 (+20%) from 2015

Expenses

Down

$13,051,468

Down $81,036 (-0.6%) from 2015

Net Income

Up

$4,036,591

Up $2,965,712 (+277%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$30M$20M$10M$0Assets 2010: $6,048,514Liabilities 2010: $7,555Net Assets 2010: $6,040,9592010Assets 2011: $7,137,766Liabilities 2011: $7,555Net Assets 2011: $7,130,2112011Assets 2012: $7,133,462Liabilities 2012: $8,330Net Assets 2012: $7,125,1322012Assets 2013: $7,228,225Liabilities 2013: $96,622Net Assets 2013: $7,131,6032013Assets 2014: $7,630,562Liabilities 2014: $18,357Net Assets 2014: $7,612,2052014Assets 2015: $8,704,791Liabilities 2015: $289,534Net Assets 2015: $8,415,2572015Assets 2016: $12,614,483Liabilities 2016: $41,336Net Assets 2016: $12,573,1472016Assets 2017: $12,292,073Liabilities 2017: $5,978,344Net Assets 2017: $6,313,7292017Assets 2018: $14,316,964Liabilities 2018: $4,704,320Net Assets 2018: $9,612,6442018Assets 2019: $17,150,844Liabilities 2019: $5,831,447Net Assets 2019: $11,319,3972019Assets 2020: $10,149,067Liabilities 2020: $1,509,057Net Assets 2020: $8,640,0102020Assets 2021: $11,346,983Liabilities 2021: $1,581,493Net Assets 2021: $9,765,4902021Assets 2022: $16,035,612Liabilities 2022: $4,669,638Net Assets 2022: $11,365,9742022Assets 2023: $20,657,434Liabilities 2023: $5,018,185Net Assets 2023: $15,639,2492023Assets 2024: $21,832,863Liabilities 2024: $4,341,567Net Assets 2024: $17,491,2962024

Highlighted filing

2016

Assets$12,614,483
Liabilities$41,336
Net Assets$12,573,147
Open 2016 Filing

Operations Trend

Revenue Growth84th percentile

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

$20M$10M$0-$10MExpenses 2010: $8,586,7192010Expenses 2011: $8,400,5112011Expenses 2012: $10,054,5102012Revenue 2013: $10,956,268Expenses 2013: $11,086,973Net Income 2013: -$130,7052013Revenue 2014: $11,883,349Expenses 2014: $11,337,761Net Income 2014: $545,5882014Revenue 2015: $14,203,383Expenses 2015: $13,132,504Net Income 2015: $1,070,8792015Revenue 2016: $17,088,059Expenses 2016: $13,051,468Net Income 2016: $4,036,5912016Revenue 2017: $17,034,574Expenses 2017: $18,813,744Net Income 2017: -$1,779,1702017Revenue 2018: $17,985,313Expenses 2018: $14,356,096Net Income 2018: $3,629,2172018Revenue 2019: $19,456,407Expenses 2019: $18,212,365Net Income 2019: $1,244,0422019Revenue 2020: $10,112,301Expenses 2020: $13,039,984Net Income 2020: -$2,927,6832020Revenue 2021: $11,369,703Expenses 2021: $9,407,652Net Income 2021: $1,962,0512021Revenue 2022: $15,124,205Expenses 2022: $12,576,027Net Income 2022: $2,548,1782022Revenue 2023: $17,455,285Expenses 2023: $14,493,318Net Income 2023: $2,961,9672023Revenue 2024: $16,163,869Expenses 2024: $14,530,270Net Income 2024: $1,633,5992024

Highlighted filing

2016

Revenue$17,088,059
Expenses$13,051,468
Net Income$4,036,591
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$17,288,548
Mission and Program Overview

Mission

The organization is a welfare trust fund for the international alliance of theatrical stage employees (i.a.t.s.e) local 16 labor union and administers its health and disability benefits.

Administers health and disability benefits for i.a.t.s.e. Local 16 labor union.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$8,415,257$12,573,147▲ $4,157,890
Investments in Publicly Traded Securities$4,385,287$6,695,870▲ $2,310,583
Cash and Non-Interest-Bearing Accounts$2,766,976$3,930,822▲ $1,163,846
Accounts Receivable$777,675$978,639▲ $200,964
Prepaid Expenses and Deferred Charges-$13,735-
Land, Buildings, and Equipment, Net$0--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$8,704,791$12,614,483▲ $3,909,692
Other Assets Total$774,853$995,417▲ $220,564
Liabilities
Accounts Payable and Accrued Expenses$289,534$41,336▼ $248,198
Total Liabilities$289,534$41,336▼ $248,198
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,415,257$12,573,147▲ $4,157,890
Total Liabilities and Net Assets / Fund Balance$8,704,791$12,614,483▲ $3,909,692

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$78,756--
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Scott a HoughtonTrusteePT$2,706$2,706

Board Members and Trustees

NameTitle
Bob SauterTrustee
Debra BernardTrustee
Greg HollandTrustee
James BeaumonteTrustee
Kenneth RyanTrustee
Lance Hughston JrTrustee
Steve LutgeTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$16,897,593
Investment Income
$190,288
Other Revenue
$178
Change in Net Assets
$4,036,591

Audited Revenue Reconciliation

Revenue per Audited Statements
$15,282,850
Revenue Not Reported on Financial Statements
$1,805,209
Revenue Not Reported on Form 990
$121,299
Other Revenue Adjustments
$1,792,708
Total Revenue per Audited Statements
$15,404,149
Total Revenue per Form 990
$17,088,059
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$612,965
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$12,438,503--$12,438,503
Insurance-$81,992-$81,992
Fees for Services Other-$66,931-$66,931
Office Expenses-$63,429-$63,429
Fees for Services Accounting-$30,822-$30,822
Fees for Services Legal-$28,555-$28,555
Fees for Service Investment Mgmnt Fees-$12,501-$12,501
Conferences and Meetings-$9,137-$9,137
Other Expenses$52,696$3,920-$3,920
Total Functional Expenses$12,491,199$560,269$0$13,051,468

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$13,051,468
Expenses per Audited Statements$11,246,259
Total Expenses per Audited Statements$11,246,259
Expenses Not Reported on Financial Statements$1,805,209
Other Expense Adjustments$1,792,708
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
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 is a welfare trust for a labor union which manages health care, retirement and disability benefits for the members of the union. To oversee the management of benefits, the organization has a third party administrator that has specific knowledge necessary to the task, who reports to the board of trustees.”

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

“A draft of the 990 is submitted to the board of trustees for approval prior to it being finalized.”

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

“The i.a.t.s.e. Local 16 welfare trust fund is an employee benefit plan subject to the fiduciary responsibility provisions of the employee retirement income security act of 1974 as amended ("erisa"). It is the policy of the trust to comply with all applicable provisions of erisa, including the party in interest and conflict of interest provisions of erisa section 406.”

Form 990, Part VI, Section C, Line 19

“All documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Iatse Local 16
EIN
94-6138741
Phone
4154416400
Address
240 2ND STREET, SAN FRANCISCO, CA 94105

Signing Officer

Name
Steve Lutge
Title
Trustee
Phone
4154416400
Signed
2017-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Lutge
Formed
1965
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Shea Labagh Dobberstein Pc
Address
505 MONTGOMERY STREET FIFTH FLOOR, SAN FRANCISCO, CA 94111
Preparer
Ronald K Simonian
Phone
4153974444
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The board of trustees assumes responsibility for oversight of the financial statements and selection of the audit.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by taxing authorities. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Stop loss insurance refunds 1,792,708.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Stop loss insurance refunds 1,792,708.”

Raw XML AppendixShowing 400 of 469 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/ProgramServiceRevenueGrp/Desc3MEDICARE/MEDICAID PAYMENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt014435354
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11792708
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2562007
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3107524
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt014435354
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11792708
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2562007
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3107524
IRS990/ProgSrvcAccomActy2Grp/Desc0PHARMACEUTICAL CARE
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02343423
IRS990/ProgSrvcAccomActy3Grp/Desc0STOP-LOSS INSURANCE PREMIUMS
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01707630
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt01792708
IRS990/ProgSrvcAccomActyOtherGrp/Desc0LIFE AND ACCIDENTAL DEATH INSURANCE
IRS990/ProgSrvcAccomActyOtherGrp/Desc1PREFERRED PROVIDER ORGANIZATIONS
IRS990/ProgSrvcAccomActyOtherGrp/Desc2EMPLOYER CONTRIBUTION REFUNDS
IRS990/ProgSrvcAccomActyOtherGrp/Desc3SUPPLEMENTAL DISABILITY PAYMENTS
IRS990/ProgSrvcAccomActyOtherGrp/Desc4TEAMSTERS' ASSISTANCE PROGRAM
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0114148
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt1231374
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt252696
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt389849
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt415823
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt012518865
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0212931
IRS990/PYOtherExpensesAmt0519545
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt013990452
IRS990/PYRevenuesLessExpensesAmt01070879
IRS990/PYSalariesCompEmpBnftPaidAmt094094
IRS990/PYTotalExpensesAmt013132504
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt014203383
IRS990/ReconcilationRevenueExpnssAmt04036591
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt015105063
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt08415257
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt012573147
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01805209
IRS990ScheduleD/ExpensesSubtotalAmt011246259
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt012501
IRS990ScheduleD/InvestmentExpensesNotIncldAmt012501
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0121299
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0916661
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt178756
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0STOP-LOSS INSURANCE RECEIVABLE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1MEDICARE SUBSIDY RECEIVABLE
IRS990ScheduleD/OtherExpensesNotIncludedAmt01792708
IRS990ScheduleD/OtherRevenuesNotIncludedAmt01792708
IRS990ScheduleD/RevenueNotReportedAmt0121299
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt01805209
IRS990ScheduleD/RevenueSubtotalAmt015282850
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1STOP LOSS INSURANCE REFUNDS 1,792,708.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2STOP LOSS INSURANCE REFUNDS 1,792,708.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0995417
IRS990ScheduleD/TotalExpensesPerForm990Amt013051468
IRS990ScheduleD/TotalRevenuePerForm990Amt017088059
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt015404149
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt011246259
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0156681
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1173512
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt036820
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt140775
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JAMES BEAUMONTE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1STEVE LUTGE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0193501
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1214287
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS A WELFARE TRUST FOR A LABOR UNION WHICH MANAGES HEALTH CARE, RETIREMENT AND DISABILITY BENEFITS FOR THE MEMBERS OF THE UNION. TO OVERSEE THE MANAGEMENT OF BENEFITS, THE ORGANIZATION HAS A THIRD PARTY ADMINISTRATOR THAT HAS SPECIFIC KNOWLEDGE NECESSARY TO THE TASK, WHO REPORTS TO THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT OF THE 990 IS SUBMITTED TO THE BOARD OF TRUSTEES FOR APPROVAL PRIOR TO IT BEING FINALIZED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE I.A.T.S.E. LOCAL 16 WELFARE TRUST FUND IS AN EMPLOYEE BENEFIT PLAN SUBJECT TO THE FIDUCIARY RESPONSIBILITY PROVISIONS OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 AS AMENDED ("ERISA"). IT IS THE POLICY OF THE TRUST TO COMPLY WITH ALL APPLICABLE PROVISIONS OF ERISA, INCLUDING THE PARTY IN INTEREST AND CONFLICT OF INTEREST PROVISIONS OF ERISA SECTION 406.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE FINANCIAL STATEMENTS AND SELECTION OF THE AUDIT.
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 B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES LOCAL 16
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0940921920
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LABOR UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0240 SECOND STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAN FRANCICSO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094105
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt013990
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0IATSE LOCAL 16
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0N
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt08704791
IRS990/TotalAssetsEOYAmt012614483
IRS990/TotalAssetsGrp/BOYAmt08704791
IRS990/TotalAssetsGrp/EOYAmt012614483
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0560269

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$12,614,483
Liabilities
$41,336
Net assets
$12,573,147
Revenue
$17,088,059
Expenses
$13,051,468
Net income
$4,036,591
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$21.8$4.34$17.5$16.2$14.5$1.63
2023Detailed filing. Detailed filing data is available for this year.$20.7$5.02$15.6$17.5$14.5$2.96
2022Detailed filing. Detailed filing data is available for this year.$16.0$4.67$11.4$15.1$12.6$2.55
2021Detailed filing. Detailed filing data is available for this year.$11.3$1.58$9.77$11.4$9.41$1.96
2020Detailed filing. Detailed filing data is available for this year.$10.1$1.51$8.64$10.1$13.0$2.93
2019Detailed filing. Detailed filing data is available for this year.$17.2$5.83$11.3$19.5$18.2$1.24
2018Detailed filing. Detailed filing data is available for this year.$14.3$4.70$9.61$18.0$14.4$3.63
2017Detailed filing. Detailed filing data is available for this year.$12.3$5.98$6.31$17.0$18.8$1.78
2016Detailed filing. Detailed filing data is available for this year.$12.6$0.04$12.6$17.1$13.1$4.04
2015Detailed filing. Detailed filing data is available for this year.$8.70$0.29$8.42$14.2$13.1$1.07
2014Detailed filing. Detailed filing data is available for this year.$7.63$0.02$7.61$11.9$11.3$0.55
2013Detailed filing. Detailed filing data is available for this year.$7.23$0.10$7.13$11.0$11.1$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.13$0.01$7.13$10.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.14$0.01$7.13$8.40
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.05$0.01$6.04$8.59